Canada, Cannabis, Tariffs, Takeouts and Toronto 2026 Preview with Mathieu Martin, Ryan Irvine and Teagon Murray

In this episode of the Planet MicroCap Podcast, recorded just ahead of Planet MicroCap Toronto, we brought back the Investors Roundtable with three voices deeply embedded in Canadian microcap markets - Mathieu Martin of the Rivemont MicroCap Fund, Ryan Irvine of Keystone Financial, and Teagon Murray of Canadian Value Investors, making his first-ever podcast appearance.

We dig into what’s worked and what hasn’t across Canadian capital markets in 2026, why cannabis is attracting generalist and growth investors, how Canadian companies have adapted to tariff uncertainty better than most expected, and why the market is seeing more takeouts than IPOs right now. Mathieu runs through the highlights from his September Good, Bad, and Ugly - including a software name that doubled overnight on a restructuring announcement and an ongoing hostile takeover battle in the cannabis space. We close out with each guest’s process for making the most out of the Planet MicroCap Toronto conference, chalk full of management teams and a preview of what they’re watching for the event.

For more information about Keystone Financial, Canadian Value Investors and Rivemont MicroCap Fund, please visit: https://www.canadianvalueinvestors.com/ | https://keystocks.com/ | https://rivemont.ca/en/alternative-funds/rivemont-microcap-fund/

Chapters:

00:00 Introduction to the Canadian microcap market and guests 04:06 Market trends and sector insights from Teagon Murray 05:06 Ryan Irvine discusses market performance and company picks 09:00 Discussion on capital raising and IPO activity in Canada 11:00 Cannabis sector evaluation and market sentiment 17:05 Conference strategies and company evaluation tips 21:58 Management team assessment and event preparation 29:55 Impact of tariffs and geopolitical risks on investments 34:55 Market resilience and sector opportunities post-tariffs 40:06 Conference preview and individual investor strategies 50:02 Top company interests and investment themes 57:00 Closing thoughts and conference expectations

Planet Microcap hosts the highest quality in-person microcap events in North America. The mission is to bring the best microcap investors, companies, and allocators together to gather, connect, and grow.; visit https://planetmicrocap.com/ to learn more about our Las Vegas and Toronto events.

This presentation is for informational purposes only and should not be construed as a recommendation to purchase or sell any security referenced herein. Planet MicroCap Holdings LLC and MicroCapClub LLC (collectively, “we” or “our”) are not licensed brokers nor registered investment advisors. We, our partners, contractors, members, subscribers, guests, or affiliates may or may not hold positions in one or more of the securities mentioned in this presentation and may trade in such securities at any time. We may have received cash compensation from one or more participants for presenting at past, present, or future events. We recommend you consult a licensed investment adviser, broker, or legal counsel before purchasing or selling any securities referenced in this presentation.