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Episode 60: Why Canada Looks Like Canada (The Diversification Delusion)
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Episode Summary
If you ask an investor to list the sectors that dominate the Canadian stock market, they can usually do so in a single breath: banks, oil, and mining. This extreme concentration stands in stark contrast to more globally diversified markets, such as the United States, which span technology, healthcare, consumer goods, industrials, and financials in far more balanced proportions. This season-finale episode explores the structural and historical forces that shaped the Canadian…
The skinny
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