The Jamaican government just revealed a $100 billion budget, nearly double last year's capital expenditure, and $30 billion is earmarked for Hurricane Melissa reconstruction alone. Dr. Matthew Preston and Dr. Thaon Simms break down which construction stocks stand to benefit, why $21 billion in new pension fund capital is about to flow into private companies, and how the JSE's new stock market sandbox launching April 17th could trigger a wave of new listings.

Chapters:
00:00 Introduction
01:01 Why the Government Is Running a Deficit
04:00 The $100 Billion Capital Expenditure Plan
08:00 Construction Spending Nearly Doubles
12:00 How $30 Billion Hurricane Melissa Contingency Gets Spent
16:00 Pension Fund Reform: Private Equity Cap Rising to 7.5%
22:00 $21 Billion in New Capital for Private Companies
26:00 JSE Stock Market Sandbox Launching April 17th
30:00 25 Companies Already Lined Up for Listing
34:00 Which Listed Companies Manage the Pensions
38:00 The NHT Housing Debate
42:00 What This Means for JSE Investors

🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com
🐥 Follow us on Twitter: https://twitter.com/Limitless_pod
📷 Instagram: https://www.instagram.com/limitless_pod/
💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount
💝 Support the podcast: https://www.buzzsprout.com/1971039/support
📧 Email us: limitlesspodcastja@gmail.com

👍 If you enjoyed this episode, please like, subscribe, and share with someone building their JSE portfolio!

❓ $100 billion in government spending, $21 billion in new pension capital, and a JSE sandbox for new listings. Which opportunity excites you most? Drop your answer in the comments!

⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.

Send us Fan Mail

Support the show

🏠 In this episode of The Limitless Podcast, Dr. Matthew Preston and Dr. Thaon Simms welcome back Chris Williams for a deep dive into the evolving real estate landscape in Jamaica.

Chris shares why he stepped away from traditional investment banking to launch Different, a real estate platform designed to give everyday investors access to commercial property through REITs (Real Estate Investment Trusts).

🌍 The conversation explores diaspora investing, the challenges of rebuilding investor trust after the SSL scandal, and how real estate could become a more accessible asset class for Jamaicans.

📈 Chris also breaks down the idea of unitizing real estate, the potential for a property market on the Jamaica Stock Exchange, and why solutions like shell apartments could help tackle Jamaica’s housing affordability problem.

Whether you're interested in real estate, investing, wealth building, or the future of Jamaica’s capital markets, this episode is packed with insights.

📊 Highlights & Chapters:

0:00 - 1:02 | 🎙️ Welcome Back Chris Williams
1:02 - 6:01 | 🔄 From SparkFDI to Different
6:01 - 11:18 | 🌍 Diaspora Investing & The SSL Trust Problem
11:18 - 20:03 | 🏢 Why Real Estate Became the Focus
20:03 - 30:09 | 📈 What REITs Are & How They Work
30:09 - 38:55 | 🏝️ Cayman REIT Project & Investment Structure
38:55 - 48:15 | 🏠 Shell Apartments & Solving the Housing Problem
48:15 - 55:29 | 🚪 First-Time Buyers & Real Estate Strategy
55:29 - 1:06:55 | 🚀 Chris’ Vision for Jamaica’s Property Market
1:06:55 - 1:17:55 | 💡 Chris Williams’ Investing Philosophy
1:17:55 - 1:20:57 | 🏀 Jamaican Basketball League & Final Thoughts

🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com

🐥 Follow us on Twitter: https://twitter.com/Limitless_pod

📷 Stay connected on Instagram: https://www.instagram.com/limitless_pod/

💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount

💝 Support the podcast: https://www.buzzsprout.com/1971039/support

📧 Email us: limitlesspodcastja@gmail.com

👍 If you enjoyed this episode, please like, subscribe, and share with someone interested in real estate investing in Jamaica!

❓ Would you invest in a Jamaican REIT if it were listed on the stock market? Let us know in the comments!

⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.

Send us Fan Mail

Support the show

Atlantic Hardware's CEO Deanall Barnes just dropped $2 billion as a floor for 2026 revenues, then stopped himself from saying more. Dr. Matthew Preston and Dr. Thaon Simms break down the numbers behind that confidence, from slashing $900 million in debt to a surprise agriculture expansion that adds 20% to sales overnight. The reconstruction boom from Hurricane Melissa is only just starting, and this company built its entire supply chain to benefit. If you hold ATLANTIC or want to, watch this first.

Chapters:
00:00 Introduction and Welcome Back
01:41 2025 Highlights: Going Public in a Soft Market
05:02 Revenue and Profit Breakdown
07:34 How They Beat the Port Congestion Problem
09:20 Q4 Surge: Organic Growth or Hurricane Melissa?
11:43 When Does the Real Reconstruction Boom Hit?
13:06 Finance Costs Falling: The Debt Paydown Story
15:03 The Agri Division Takeover Explained
20:30 How Many Customers Can Be Cross Sold?
23:38 Stakeholder Relationships and Supply Chain Security
25:43 Q1 2025 Profit Drop: What Really Happened
28:46 Matthew's 2026 and 2027 Projections
33:44 CEO Final Message to Shareholders

🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com
🐥 Follow us on Twitter: https://twitter.com/Limitless_pod
📷 Instagram: https://www.instagram.com/limitless_pod/
💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount
💝 Support the podcast: https://www.buzzsprout.com/1971039/support

📧 Email us: limitlesspodcastja@gmail.com

👍 If you enjoyed this episode, please like, subscribe, and share with a fellow ATLANTIC shareholder!

❓ Do you think ATLANTIC hits $2 billion or $2.3 billion in revenue this year? Drop your prediction in the comments!

⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.

Send a text

Support the show

Most investors say they want to start investing but never do because they're waiting for the perfect price that never comes. Dr. Matthew Preston and Dr. Thaon Simms break down dollar cost averaging on the JSE, reveal which stocks they'd buy every single month for the next three years, and make the case for one wild card pick that could double overnight if a single announcement comes through.

Chapters:
00:00 Introduction and What Is Dollar Cost Averaging
02:24 Why Most People Never Actually Start Investing
06:11 The Right Way to Pick a DCA Stock
07:29 How DCA Is Like Consistent Training in Sports
11:01 Thaon's Pick: TRANSJAM and the Mandeville Toll Surprise
17:03 The Q1 Report That Should Look "Really Really Nice"
22:26 Matthew's Pick: ATLANTIC Hardware and the Tax Break Play
26:37 Could Atlantic Absorb More of the Musson Empire?
31:37 Thaon's Pick: WISYNCO and the Brewery Expansion
37:14 Breaking Down WISYNCO's 49% Profit Jump
44:27 The Wild Card: WIPT and the Oil Discovery Thesis
51:29 Upside vs Downside: Quantifying the Oil Play
54:53 INDIES Pharmaceuticals and the Regadenoson US Market
59:11 SYGNUS, SRF, MAILPAC and the Norbrook Angle
1:07:03 Is the JSE Itself a DCA Stock?
1:18:17 SEPROD's 1000% Profit Jump — Is It Real?
1:23:38 Wrap Up and Your Stock Picks in the Comments

🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com
🐥 Follow us on Twitter: https://twitter.com/Limitless_pod
📷 Instagram: https://www.instagram.com/limitless_pod/
💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount
💝 Support the podcast: https://www.buzzsprout.com/1971039/support
📧 Email us: limitlesspodcastja@gmail.com

👍 If you enjoyed this episode, please like, subscribe, and share with someone building their JSE portfolio!

❓ Which JSE stock would YOU dollar cost average for the next 3 years? Drop your pick in the comments!

⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.

Send us Fan Mail

Support the show

Dr. Matthew Preston and Dr. Thaon Simms review two investing classics that transformed how they think about money. Thaon breaks down Morgan Housel's Psychology of Money, revealing why a janitor accumulated $8 million while a Harvard executive went bankrupt. Preston dives into Warren Buffett's shareholder letters, explaining why Buffett says any
company with an economist has one employee too many.

You'll discover why behavior trumps intelligence in investing, how 84% of Buffett's wealth came after age 50, the dangerous trap of moving financial goalposts, and why circle of competence matters more than credentials.

Chapters:
00:00 Introduction to Financial Book Club
00:52 The Psychology of Money by Morgan Housel
02:07 Behavior vs Intelligence in Investing
05:36 The Janitor vs The Harvard Grad
09:03 Reasonable vs Rational Decision Making
12:33 The Art of Survival and Compounding
14:33 Room for Error and Margin of Safety
18:28 Defining Enough and Finding Freedom
20:09 Happiness and Lower Expectations
24:02 The Essays of Warren Buffett
26:09 Margin of Safety in Practice
27:57 Circle of Competence Explained
29:19 Medical Stocks and Unfair Advantages
32:42 Mr Market Analogy
35:38 Ignoring Macro Predictions
37:38 Why Economists Can't Forecast
41:51 Management Alignment with Shareholders
42:38 Book Recommendations Request

🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com
💰 Support the podcast: https://www.buzzsprout.com/1971039/support
🐥 Twitter: https://twitter.com/Limitless_pod
📷 Instagram: https://www.instagram.com/limitless_pod/
💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount
📧 Email us: limitlesspodcastja@gmail.com

👍 If you enjoyed this episode, please like, subscribe, and share with someone who needs better investing frameworks!

❓ Which book are you reading next: Psychology of Money or Warren Buffett's Essays? Drop your choice in the comments!

⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any companies discussed on this show. Please consult a financial advisor before making any investment decisions.

Send us Fan Mail

Support the show

The CEO of one of Jamaica's fastest growing construction stocks sits down to reveal everything. Deanall Barnes breaks down how Atlantic Hardware went from $1.4 billion in debt to under $600 million while growing revenue over 10% every year since acquisition. Dr. Matthew Preston and Dr. Thaon Simms dig into the hurricane rebuilding opportunity, hotel supply contracts, lumber market strategy, and a major hint about where $300 billion in government reconstruction money is headed.

Chapters:
00:00 Introduction and Deanall Barnes Background
02:39 From ARC Manufacturing to Law to CEO
08:03 Why Ownership Builds Wealth (Not Salary)
10:25 The Grandmother's Market Story
14:59 Atlantic's Transformation: Three Locations to One
18:18 $1.4 Billion Debt Down to $580 Million
20:26 Hurricane Melissa Pivot: Zinc, Lumber, Rebuild
25:53 Capacity and the Supplier Truck Strategy
28:35 Special Projects Division and Hotel Contracts
31:03 Acquisitions: Forward and Backward Integration
32:08 The Cement Question: Is CARIB Enough?
35:00 Supply Chain Management and Global Disruptions
37:48 The ERP System Behind Atlantic's Efficiency
40:40 Construction Rebuild Timeline: What Comes Next
44:39 Lumber and Zinc Already Driving Revenue
48:13 Stock Doubled in Under a Year
53:52 Deanall's Final Investment Advice
55:21 Closing and Farewell

🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com
🐥 Follow us on Twitter: https://twitter.com/Limitless_pod
📷 Instagram: https://www.instagram.com/limitless_pod/
💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount
💝 Support the podcast: https://www.buzzsprout.com/1971039/support
📧 Email us: limitlesspodcastja@gmail.com

👍 If you enjoyed this episode, please like, subscribe, and share with someone investing on the JSE!

❓ Atlantic's stock doubled in under a year. Do you think the rebuild opportunity can push it even higher? Drop your price target in the comments!

⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.

Send us Fan Mail

Support the show

Ryan Strachan is back! 🔥 Dr. Matthew Preston & Dr. Thaon Simms sit down with the “people’s favorite guest” to unpack Jamaica’s biggest wealth themes right now market consolidation, IPOs & M&A, why equities can outperform bonds 📈, how AI/automation is already reshaping jobs 🤖, and why manufacturing + logistics could be the next major value-creation engine 🏭🚢. If you’re serious about building wealth, this one is a must-watch.

📊 Highlights & Chapters:

0:00 - 2:20 | 🎙️ Welcome back + Ryan’s year in review
2:20 - 6:08 | 🧩 One Great Studios x DRT acquisition + how the deal came together
6:08 - 14:40 | 💼 Going solo: building the business lean + why revenue generation matters
14:40 - 23:27 | 🏦 Financial sector consolidation + BOJ clarification + what’s really shifting
23:27 - 28:39 | 📉 NCB at $200: why Ryan sold + risk management & profit-taking mindset
28:39 - 38:49 | 📊 Bonds vs equities: where brokers earn + why retail equities “move the needle”
38:49 - 45:15 | 🤖 Google, Gemini, and the AI arms race + what Ryan likes in tech investing
45:15 - 54:09 | 🧠 AI disruption: which jobs go first + automation economics
54:09 - 1:06:39 | 🏭 Manufacturing + AMG expansion + efficiency as the real advantage
1:06:39 - 1:28:42 | 🚧 Infrastructure & logistics: TransJamaican lessons, Lakespen, industrial parks, and ports
1:28:42 - 1:39:41 | 🌱 Micro Market + early-stage investing + why Jamaicans shouldn’t miss the next wave
1:39:41 - 1:44:10 | 🎤 Final message: invest in what you understand + take Jamaica seriously

🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com
🐥 Follow us on Twitter: https://twitter.com/Limitless_pod
📷 Stay connected on Instagram: https://www.instagram.com/limitless_pod/
💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount

👍 If you enjoyed this episode, please like, subscribe, and share!

❓Which Jamaican sector are you most bullish on for the next 5–15 years—manufacturing, logistics, energy, or tech?

⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. Please consult a financial advisor before making any investment decisions.

Send us Fan Mail

Support the show

Woodcats International just became the first company to list on the Jamaica Stock Exchange in 2026. At 90 cents per share and a $750 million raise, Dr. Matthew Preston and Dr. Thaon Simms break down whether this manufacturer deserves a spot in your portfolio.

The company manufactures wooden pallets for Jamaica's biggest exporters — Red Stripe, Wisynco, and Seprod. With a junior market tax break saving millions, Hurricane Melissa creating demand spikes, and NCB Capital buying a strategic stake, the setup looks compelling. But with 72% new viewers and liquidity concerns, Preston and Thaon debate whether this IPO deserves your cash.

Chapters:
00:00 First IPO of 2026 Announced
01:54 What Does Woodcats Actually Do?
06:39 The $750M Offer Breakdown
09:31 Use of Proceeds: Equipment Upgrades
12:23 Derriman's Role as Selling Shareholder
15:02 Management's 3-5 Year Strategic Plan
19:32 Revenue Breakdown: 97% Pallets
25:05 The Hurricane Melissa Opportunity
31:10 Hybrid Pallets and New Product Lines
37:25 Historical Profitability and Dividend Policy
42:16 Valuation: Fair at 90¢ or Overpriced?
46:22 Preston's Take: Competing Priorities
50:56 Thaon's Take: Simple Business Appeal
52:44 Final Verdict: Are We Buying?

🎧 Listen to more episodes: https://limitlesspodcast.buzzsprout.com
🐥 Follow us on Twitter: https://twitter.com/Limitless_pod
📷 Instagram: https://www.instagram.com/limitless_pod/
💲 Get exclusive insights: https://bit.ly/Limitless-MMJA-Discount
💝 Support the podcast: https://www.buzzsprout.com/1971039/support
📧 Email us: limitlesspodcastja@gmail.com

👍 If you enjoyed this episode, please like, subscribe, and share with someone researching JSE IPOs!

❓ Are you applying for the Woodcats IPO? Drop your allocation strategy in the comments!

⚠️ Disclaimer: The opinions expressed in this podcast are solely those of the hosts and do not constitute financial advice. We may own shares in any of the companies discussed on this podcast. Please consult a financial advisor before making any investment decisions.

Send us Fan Mail

Support the show