From Inventory to Innovation: Canadian Small Caps in Focus | EP 195
In this episode equity analyst Dominic Drzazga discusses the current state of Canadian small caps, highlighting how geopolitical volatility creates both challenges and opportunities. The conversation covers recent portfolio additions including Sprott's precious metals trust and Kraken's underwater robotics technology, while reflecting on the bittersweet exit of long-time holding Andlauer. Dom also shares insights into how the research team is utilizing AI tools within their process.
Key Takeaways:
How the Canadian Small Cap team navigates market volatility and geopolitical uncertainty…
The skinny
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