Tech Earnings, Where are Market Gains Concentrated, & Software Stock Sell Off - Top 3 This Week
The Allan Small Financial Show
Release Date: 02/05/2026
The Allan Small Financial Show
Check out my latest Sunday Money Show podcast (April 26, 2026) as I discussed the reasons behind the latest surge in the markets, the next week's corporate earnings schedule, and should investors continue to buy oil and gold. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at I am happy to answer your questions on air on my next show.
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Is Canada falling behind economically, and is our tax system to blame? In this in-depth conversation, leading tax policy expert Jack Mintz breaks down why Canada’s growth has lagged behind other G7 nations and what needs to change. We cover: • Why Canada’s tax system may be holding back economic growth • The case for “big bang” tax reform • Are high income taxes driving investment out of Canada? • The truth about wealth taxes and who really pays • Could a flat tax ever work in Canada? • Why governments may resist meaningful tax reform With real data, global comparisons, and...
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What should investors be focusing on right now? In this episode, we break down the three most important factors driving the market today — and what they mean for your investment decisions. From the impact of oil prices on global markets to the start of earnings season and rising market valuations, this is a practical, no-nonsense update for investors navigating volatility. Topics covered: • Why oil prices continue to drive market direction • What to watch during earnings season (banks, tech & AI stocks) • Are stocks getting expensive again? Understanding valuations • Key names to...
info_outlineThe Allan Small Financial Show
Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com
info_outlineThe Allan Small Financial Show
Check out my latest Sunday Money Show podcast (April 12, 2026) featuring Dr. Jack Mintz, President’s Fellow at the School of Public Policy, University of Calgary. We discussed several important topics, including the state of the Canadian economy, big bang tax reform, a wealth & flat tax, and more. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at I am happy to answer your questions on air on my next show.
info_outlineThe Allan Small Financial Show
What should investors be focusing on right now? In this segment, Allan Small breaks down the top 3 things every investor needs to watch in today’s volatile market environment. From rising oil prices to economic uncertainty and key data releases, these factors are driving market movement—and understanding them can help you make smarter investment decisions. Markets are moving fast, and reacting emotionally can be costly. The key is staying focused on the right signals and thinking several steps ahead. Thank you for watching. Please check out the full show on my YouTube channel. Don't forget...
info_outlineThe Allan Small Financial Show
Listen to the full show as I discussed the latest stock market action, provided my insight on the markets, and the overall economy. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com
info_outlineThe Allan Small Financial Show
Listen to my Sunday Money Show podcast (March 29, 2026) as I discuss how market volatility continues due mainly to the conflict in the Middle East and how to navigate the volatility. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at I am happy to answer your questions on air on my next show.
info_outlineThe Allan Small Financial Show
What should investors be paying attention to right now? In this episode, Allan Small breaks down the top 3 most important market trends shaping the current investment landscape. From interest rates and inflation to broader economic signals, this is a clear and practical look at what’s driving markets today—and what could come next. If you’re trying to cut through the noise and focus on what actually matters for your portfolio, this is a must-watch. Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com
info_outlineThe Allan Small Financial Show
What’s really driving market volatility right now? Is it geopolitics, oil prices, or something deeper? In this episode, Allan Small sits down with Ian Lee (Carleton University) to break down the real forces behind today’s economic uncertainty. From the Strait of Hormuz to global energy dependency, this conversation explores why markets are reacting the way they are—and what it means for investors. Ian explains why oil and natural gas still dominate the global economy, why the Middle East conflict matters more than headlines suggest, and how Canada could emerge as a major beneficiary in...
info_outlineIn this week's top 3, Allan breaks down three critical things individual investors need to focus on right now — especially as markets react to big tech earnings, AI headlines, and growing fears of a so-called “tech bubble.”
1️⃣ Big Tech Earnings & Bubble Talk
Earnings season is in full swing, with Alphabet, Amazon, Microsoft, and AMD reporting results. Despite constant bubble headlines, Allan explains why the price action in big tech doesn’t actually support the idea of a bursting bubble — and why expectations matter more than headlines.
2️⃣ Where Market Gains Are Really Coming From
While the Magnificent Seven once dominated returns, market leadership has shifted. Allan walks through the areas quietly driving gains today, including AI infrastructure stocks like chip equipment makers, storage, and memory — and why investors need to understand this rotation.
3️⃣ The Software Stock Selloff
Software stocks have been hit hard as investors worry about AI replacing traditional business models. Allan explains why much of this selloff may be overdone, why not all software companies are the same, and where selective opportunities may be forming.
This episode is about cutting through noise, avoiding emotional decisions, and staying focused on what actually matters when positioning a portfolio in today’s market.
Do you have a question about investing? Feel free to call me at 416-332-3863 or email me at allan@allansmall.com