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He owns a little bit, high-quality names plus 1 aspiration company, only 3-5% total. More than 50% of returns for the TSX last year was driven by gold (and, to a certain extent, base metals). He'd put on a small position, and an ETF is the way to do it. Doesn't think central banks are finished buying.

If the Fed raises rates, there might be better options (such as yield) than buying gold. So gold's checked back. 

If you have a more sluggish economy, that won't be good. Traffic has to move in both US and Canada. He's an optimist :)  A lot of this is typical jockeying. Deals will get done. The sun will come out tomorrow.

A data centre play that has 650 MG of approved power but still needs to secure a hyperscaler as a customer. Has negative free cash flow and debt and a lot of crypto exposure.

You have to look at the utilities sector. Pipelines are also good; though not as good, because they're perceived as being commodity-sensitive (even though they're really not). You could do well with ENB and TRP. Also with PPL, though it's a Hold right now. On the power side, H and EMA and FTS are all good names.

You'll get your dividend, and the safety means you can sleep at night (and that's worth something). You can get diversification via funds and ETFs.

US banks have done well. In a barbell approach, he owns the higher-quality JPM and GS as well as Citigroup, which is weaker but improving. Use this barbell approach: strong and established as well as improving banks.