Stephen Harvey Predictions

CIO, Sagard Wealth

Track Stephen Harvey's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.

7 forecasts 7 pending
  • Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
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7 forecasts
Person Subject Forecast* Source Date Deadline** Outcome
Stephen Harvey Japanese Equities Japanese equities will outperform and remain a top overweight position driven by structural economic changes and corporate governance reforms
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[0:13] We have a very large overweight in Japanese equities in our thematic equity portfolio. Currently, it's about 14% of our equity exposure.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-19 2027-05-19 pending
Stephen Harvey Japanese Yen The Japanese yen will appreciate (mean revert higher) from its current weak levels
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[18:54] We like being long the yen too. So when we own those equities, we want to own them in yen to want to profit from both the yen will come back.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-19 2027-05-19 pending
Stephen Harvey Talen Energy Talen Energy (TLN) will continue to be a strong performer as part of the AI power infrastructure theme
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[23:32] I still think there's there's you know there's there's some noise right now. I still think the signal is very strong on the sector on those names in particular.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-19 2027-05-19 pending
Stephen Harvey Copper Copper prices will continue to rise as the market is in a sustained supply deficit with no new mines coming online
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[24:53] We've had a 50% increase in copper over the last 12 months. That has not really been reflected in the stocks yet. And even with the stocks moving higher... this is maybe just the beginning of of a big copper move.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-19 2028-05-19 pending
Stephen Harvey Lundin Mining Lundin Mining (LUN.TO) will appreciate as higher copper prices are reflected in mining stock valuations
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[24:34] Yes, we love copper, right? And this is this is one of the greatest ways to play copper in Canada... That has not really been reflected in the stocks yet. And even with the stocks moving higher... Will the market reward those that are able to bring on growth right to capitalize on those higher prices? I I think they're going to have to.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-19 2027-05-19 pending
Stephen Harvey Biotech Sector Biotech sector will rally driven by a wave of M&A as large pharma companies use cash reserves to acquire smaller biotech firms ahead of a major patent cliff
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[30:27] there's a huge patent cliff coming from the large pharmaceutical companies. All of their blockbuster drugs are going to come off patent over the next few years... what is big farmer going to do about it is they've been building a cash war chest... So what's their way out is to go acquire biotech smaller companies and we work with actually a Canadian lady in New York picking those stocks for us and we think there's a ton of opportunities in biotech.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-19 2028-05-19 pending
Stephen Harvey US Regional Banks US regional banks (as represented by KRE) will outperform driven by consolidation, deregulation, and a steeper yield curve
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[34:44] first of all, we think there's a wave of consolidation coming. Second of all, banks do better in a steeper yield curve environment... generally we expect curves to be pretty steep... One of the catalysts that's probably the most exciting for the regional bank sector in the US is Trump. He's a deregulator and banks since 2009 have been very heavily regulated.

Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.

In the Money 2026-05-19 2027-05-19 pending