Brian Crombie Radio Hour - Epi 1476 - Active Investment with Alex Letko

Tonight on The Brian Crombie Hour, Brian interviews Alex Letko. Alex Letko, Regional Manager for Central Canada at LetkoBrosseau and Portfolio Manager, analyzes markets, investment strategies, and the AI boom. He recalls the 1987 stock market crash, noting parallels with today as a few AI firms dominate valuations, similar to the dot-com bubble. He warns of challenges in infrastructure profitability but highlights the firm’s emerging markets fund focused on unmet needs like water, clean energy, and healthcare. Alex sees Canada facing recession risks but benefiting from a relatively strong fiscal position among G7 nations. He predicts Canada may outpace U.S. growth by 2026, with opportunities in infrastructure, natural resources, defense, and high-tech.