Oil Surge, Gold Pullback & Small Caps

Episode 4 of The Market This Month is live - and we’re navigating a volatile but opportunity-rich environment as Q2 2026 unfolds.

Powered by the Canadian Securities Exchange in partnership with Stockhouse, host Anna Serin is joined by Bruce Campbell of StoneCastle Investment Management to break down the latest trends shaping junior and small-cap markets.

Spotlight topic: Geopolitics driving volatility - and resilience
Market swings tied to Middle East tensions sparked a sharp risk-off move - but just as quickly, markets rebounded, reinforcing underlying strength and investor confidence in the current cycle.

Also in this episode:
• Commodities divergence: Oil surging while metals pull back
• Energy opportunity: Strength moving from large caps down to juniors
• Canada vs. U.S.: Canadian small- and mid-caps taking the lead
• Capital formation: Strong, often oversubscribed financings across sectors
• Market momentum: New CSE listings across mining and technology
• Seasonality watch: Spring correction creating potential summer upside

“There’s tons of opportunity for investors—both in energy and materials—as these trends continue to play out.” — Bruce Campbell

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#CapitalMarkets #SmallCaps #MarketUpdate #Commodities #EnergyStocks #MiningStocks #PublicMarkets #CSE

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