While headlines often focus on short-term volatility — tariffs, trade tension, and election cycles — the most important forces shaping Canada’s economy are structural, long-term, and often overlooked.
In this conversation, I sat down with Stephen Johnston, Managing Partner at Omnigence Asset Management. Stephen has spent decades allocating capital in some of the world’s most complex markets — from post-Soviet Eastern Europe to the Middle East — and has played a leading role in building Canada’s alternative investment landscape.
We explored topics that go well beyond the news cycle: stagflation, capital flight, investment strategy, and the decisions that will shape Canada’s economic future.
You can watch the full discussion below — or jump to one of the curated clips that speak to the questions thoughtful investors are asking right now.
Featured Clips:
Why Isn’t Canada Richer Than It Is?
“We have the resources. The question is: do we have the will?”
Watch the clip (watch for 3 minutes)
What Is Stagflation — And Why It Feels So Bad
“People know it intuitively... their income in real terms is going down.”
Watch the clip (watch for 3 minutes)
A Tale of Two Recoveries: What Canada Could Learn from Post-Soviet Countries
“Two countries. Same starting point. Very different outcomes.”
Watch the clip (watch for 3 minutes)
Are You Long Growth and Short Inflation?
“Most portfolios are — and that’s a real issue in this environment.”
Watch the clip (watch for 2 minutes)
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