Episodit
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In this episode of In the Money with Amber Kanwar, Amber sits down with Brent Joyce, Chief Investment Strategist and Managing Director at BMO Private Investment Counsel, who oversees $50 billion in assets. They unpack the recent market volatility, driven largely by tariffs, and explore what investors need to know in a rapidly shifting macro landscape.
Brent explains why sharp market correctionsâlike a 10% dropâare not only normal but the âprice of admissionâ for equity investors. He draws insightful comparisons between todayâs environment and past crises, making the case that what weâre experiencing now has more in common with COVID than with the dot-com bubble or the 2008 financial crisis. Rather than calling it American exceptionalism, Brent argues that itâs global business success simply headquartered in the U.S., and why that distinction matters.
He also makes a strong case for Canadian equities, pointing to their global reach, attractive valuations, and solid dividendsâarguing that Canada may be one of the most overlooked markets right now. On the fixed income side, Brent breaks down why bonds are still an essential part of a balanced portfolio, and he points out why the European market is one to watch but not get too carried away.
Ultimately, Brent urges a defensive but steady approach: stay invested, stay diversified, and donât let the noise knock you off course. If you want clarity, strategy, and perspective on where the markets might go next, this episode delivers.
Timestamps00:00 Show intro
01:20 Amber welcomes Brent Joyce02:20 How did Brent know the market would rebound?
03:30 Why this time is more like the covid crash than the dot-com bubble or GFC
07:00 Why Brent believes in global exceptionalism not American exceptionalism
09:00 Why Brent is still bullish on the U.S. market
10:50 Is a recession on the horizon?
13:15 Break: Amber speaks to the CEO of Raymond James Canada about how the company is helping clients navigate volatility and change
15:35 Brentâs inflation expectations
17:30 Is the Fed behind the curve?
18:30 How will the trade war impact the Canadian economy?
19:50 Pro Picks
33:30 ETF Minute: CIâs new Solana ETFSponsors
âThis episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. Itâs a great way to jumpstart your investment plan. Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information.
ETF Minute is brought to you by CI Global Asset Management. Find out more about the new CI Galaxy Solana ETF here: https://funds.cifinancial.com/en/funds/alternative_investments/CIGalaxySolanaETF.html?currencySelector=1&seriesId=47440?cid=inthemoney_podcast_052025-en_CIGAMGalaxySolanaETF2025 = And learn more about CIâs digital assets here: https://www.cifinancial.com/ci-gam/ca/en/investment-solutions/cryptocurrency.html?cid=inthemoney_podcast_052025-en_CIGAMGalaxySolanaETF2025
Links
https://inthemoneypod.com/https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, including BMO Private Investment Counsel Inc., in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth.
BMO InvestorLine Inc. is a wholly-owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
âBMO (M-bar roundel symbol)â is a registered trademark of Bank of Montreal, used under licence.
The content of this presentation is for informational purposes only and does not constitute financial investment, legal, tax, accounting, or other professional advice and should not be relied upon in that regard. The views expressed by the host and guest are their own, are subject to change without notice and do not necessarily reflect the opinions of any organization or company. The host and the guest and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented is intended for Canadian residents only and does not constitute an offer to buy or sell or an invitation or solicitation to do so regarding any securities or other product, service or information to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale.
BMO Private Wealth and BMO InvestorLine Inc. do not accept responsibility for the content of this presentation and make no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions.
Contact: [email protected]
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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In this episode of In the Money with Amber Kanwar top tech investor Dan Niles warns that the market could drop as much as 50%, just like during the dot-com bust and the global financial crisis. He unpacks the major risks that investors arenât paying enough attention to like AI over exuberance and demand being pulled forward as a result of Trumpâs trade war, while drawing parallels to some of the worst market crashes in history.
Dan explains why his highest conviction idea right now is cash despite the AI hype, and why some of todayâs biggest tech names â like Apple, Google, and Palantir â may be far more vulnerable than most investors realize. He stresses his concern over inflated valuations, making the point that âjust because a stock is popular doesnât mean itâs safe".
One area Dan is optimistic about: networking infrastructure. He names Cisco as one of his most intriguing picks, arguing it's a forgotten name that could benefit as AI shifts from a build-out phase to a data movement phase. With a low valuation, solid fundamentals, and potential for a re-rating, Cisco â along with cash, Microsoft, and (cautiously) Nvidia â rounds out his list of favoured plays in a market he still views as overvalued and vulnerable.âš
Whether youâre a long-term investor or a market watcher trying to make sense of the rally, this is an essential deep dive from one of Wall Streetâs most seasoned voices.
Timestamps
00:00 Show Intro
3:40 Why Dan Niles is bearish right now and why cash is his highest conviction idea07:40 What would it take for Dan to come back to the market and get out of cash?
09:35 Why Dan thinks a 50% drop in stocks is on the table
11:30 Why this time can be compared to the dot-com bust
17:33 Taking a look at the AARK Innovation Fund
19:15 But could this time be different?
24:25 ITM Mailbag: Danâs thoughts on Palantir (PLTR) and its sky-high valuation27:40 Danâs view on Shopify vs. Amazon (SHOP, AMZN)
34:15 Is Reddit a buy, sell or hold? (RDDT)
35:35: Break: Amber speaks to the CEO of Raymond James Canada about how the company is helping clients navigate volatility and change
38:15 Why Dan thinks Google will be a market share loser because of AI
42:50 How does Dan see the Robotaxi battle playing out?
44:50 Where does Apple fit in?
47:00 Pro Picks: Why he likes cash the best but suggests some other stocks (CSCO, MSFT, NVDA)56:00 Goodbye & coming up
Sponsors
âThis episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. Itâs a great way to jumpstart your investment plan. Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: [email protected]
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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In this episode of In the Money with Amber Kanwar, Amber sits down with Mike Vinokur of Propellus Wealth Partners which is part of iA Private Wealth, whoâs taking a rare and defensive stance: holding a staggering 37% of his equity portfolio in cash. In a world where investors chase returns and FOMO dominates market behaviour, why is this seasoned money manager pumping the brakes?
Mike unpacks the strategy behind his cash-heavy position, citing market froth, valuation risks, and a fundamental belief that cash is no longer "trash"âespecially when it earns over 4% risk-free. From U.S. exceptionalism to Canadian real estate risk, and from tech euphoria to the dangers lurking in private equity, this episode offers a wide-ranging, no-nonsense look at where things standâand where they might be headed.
He answers questions straight from the mailbag and doesnât hold back on what he thinks could derailâor reigniteâmarkets in 2025. The pair discuss names like Brookfield, Fairfax Financial, Cummins and Uber. They also talk about BCEâs hot-button dividend and the high-stakes drama at Parkland where Mike is a shareholder.
Plus, Mike shares his top âPro Picksâ: Alphabet, Air Lease, and Lincoln Nationalâthree stocks he believes offer real long-term upside in a challenging market.
Whether you're a cautious investor or a risk-on trader, this episode delivers the kind of insight that could make or save you money.
Timestamps00:00 Show Intro
02:45 Amber welcomes Mike Vinokur and finds out why heâs sitting on a pile of cash right now
06:30 History tells us that valuations matter
08:45 Did Mike buy recent dips?
11:30 Why Mike isnât convinced this is the end of U.S. exceptionalism
13:30 Why Mike thinks Canada is going into a recession
15:40 Will a slowdown in real estate impact the stock market?
17:30 Where are we in the economic/market cycle?
19:45 ITM Mailbag: How does Mike feel about the Brookfield web of companies? (BN.TO, BAM.TO)
23:35 Mikeâs thoughts on Fairfax Financial? (FFH.TO)
25:30 What is Mikeâs take on engine-maker Cummins? (CMI.NYSE)
27:25: Break: Amber speaks to Raymond James Canada CEO Jamie Coulter about navigating volatile U.S.-Canada ties
29:55 Why Mike likes Uber, but there may be headwinds with the stock (UBER.NYSE)
34:00 Mikeâs thoughts on BCEâs dividend (BCE.TO)
37:50 Mikeâs view on Financial 15 Split-Corp (FTN.TO)
41:04 Mikeâs thoughts on the Parkland drama as a shareholder (PKI.TO)
44:20 Mikeâs Pro PicksSponsors
This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. Itâs a great way to jumpstart your investment plan. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
DISCLAIMERSThe information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: [email protected]
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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Are you making these critical mistakes in your portfolio? In this episode of In the Money with Amber Kanwar, renowned investor and author Meb Faber breaks down what most investors get wrongâand what to do instead.
Meb dives deep into the three investing pillars he believes will define the next era: global diversification, value investing, and trend following. He explains why most investors are overly concentrated in their home countries and why sticking to U.S. stocks may no longer be the smartest moveâhighlighting markets like Poland, Japan, and the UK.
He also unpacks the power of shareholder yieldâa blend of dividends and buybacksâand reveals why investors overlook this metric at their own risk. Learn how Meb uses it to find underpriced companies flush with cash.
Plus, with news that Warren Buffett will step down from Berkshire Hathaway at the end of the year, Meb refers to the legendary investor as âthe GOATâ and uses his example to underscore how portfolio strategiesâeven from the greatsâcan appear simple on the surface, but often require a deeper understanding to replicate responsibly.
In the Pro Picks segment, Meb tells us where heâs investing his own money right now, offering three of Cambriaâs ETFs as top suggestions to end a fascinating interview: SYLD, GVAL and TRTY.
Whether you're rethinking your global exposure, questioning the 60/40 model, or simply trying to invest smarter in uncertain timesâthis episode is a must-watch.
Timestamps
00:00 Show Intro
01:20 How to trade with BMO InvestorLine
03:15 Meb Faberâs origin story
08:00 Meb on AI, big ideas and whatâs coming next
09:40 Mebâs approach to value investing
12:45 How to construct a portfolio for long-term gains: Why diversification is key16:00 A big problem for investors is âhome country biasâ
17:15 Why trend following is key to portfolio construction, why investors need to be asset class agnostic and why market timing is actually possible
23:10 Meb on Warren Buffett and what he taught us about investing
27:50 Meb on Buffettâs strategy
30:00 What Meb thinks about tariffs and why they arenât the reason for the change in global flows
36:10 Mebâs view on U.S. innovation and the future
39:40 Break: Amber speaks to Raymond James Canada CEO Jamie Coulter about navigating volatile U.S.-Canada ties
42:00 ITM Mailbag: Meb elaborates on the concept of a shareholder yield approach
44:30 Mebâs views on the benefits of share buybacks to individual shareholders as opposed to institutional shareholders
46:50 How Meb thinks about when to sell an investment50:15 Mebâs Pro Picks
1:03:50 Goodbye & coming upSponsors
This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. Itâs a great way to jumpstart your investment plan. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: [email protected]
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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In this special episode, we unpack what a Mark Carney-led Liberal minority means for Canadian investors â from markets and monetary policy to energy and geopolitical strategy.
First, Frances Horodelski kicks off with a sharp overview of how the political shift is landing with Bay Street and what the new government signals for confidence and capital markets.
Then, Jim Thorne of Wellington-Altus dives deep into the global economic context â including structural shifts, U.S. relations, and Canada's place in a rapidly changing world. He explores what investors should watch for in policy, growth sectors, and geopolitical risk.
Finally, oil and gas investor Eric Nuttall doesnât hold back. He shares his unfiltered views on the energy sector under Carney, the fading relevance of net-zero rhetoric, and why Canadian resource stocks could thrive â or suffer â depending on what happens next in Ottawa.
Whether you're managing your portfolio or just trying to make sense of the headlines, this episode delivers key insights you won't want to miss.
Subscribe for more sharp takes on markets, politics, and your money.
Timestamps
00:00 Show Intro
02:00 Amber welcomes Frances Horodelski05:50 What does Mark Carney mean for U.S.-Canada relations
07:50 Why does Frances likes the Canadian market right now + her expectations for the Loonie
11:20 Why Frances doesnât have conviction right now and what is the turning point?
16:05 Break: Amber speaks to the CEO of Raymond James Canada about the companyâs deep Canadian roots
17:50 Amber welcomes Jim Thorne and he tells us why he believes Mark Carney is the right guy for the job, but liberal policies have to change
21:30 Can Canada become a hard power in energy and natural resources?
23:00 How is Jim viewing U.S.-Canada relations as someone who has spent a number of years working in the U.S.26:00 What does a change in the global world order and U.S.-Canada ties look like 5 years from now?
31:30 Jimâs thoughts on what Prime Minister Carney might be willing to give up to President Trump
33:30 Jimâs thoughts on Canadian & U.S. banks
39:20 Did Jimâs investing view change on the back of the election?42:15 Amber welcomes energy investor Eric Nuttall and asks how heâs feeling about the election outcome
44:00 Why so much in the energy space is to be determined
46:30 How will Nuttallâs concern about Mark Carney show up in his investments
49:10 Why Eric is still bullish on energy, specifically natural gas, but reducing oil exposure
55:10 Ericâs thoughts on Trumpâs âdrill baby drillâ
57:00 What happens with production in Canada?
58:35 What does the risk of an emissions cap mean for energy stocks?
1:00:00 What does Eric think about highly recommended stock Canadian Natural Resources (CNQ.TO)?
1:02:10 Ericâs Past Picks and new Pro PicksSponsors
ââThis episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. Itâs a great way to jumpstart your investment plan. Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: [email protected]
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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How does one of Bay Streetâs top fund managers consistently deliver 15% annualized returns while navigating controversy and volatility? In this episode of In the Money with Amber Kanwar, Moez Kassam, Chief Investment Officer & Founder of Anson Funds, shares the secrets behind his successâfrom finding catalysts in overlooked markets to using activism to unlock value.
Moez breaks down why he avoids passive investing, how multi-strategy flexibility gives him an edge, and why the best opportunities often hide where others fear to look. He also discusses how Anson balances shorts, longs, and real estate activism, and why sentiment shifts like today's fear-driven markets could be a bullish signal.
In the mailbag, Moez shares candid views on Tesla (TSLA), crypto, uranium, and the quantum computing hype. Then, in the Pro Picks segment, he reveals three high-conviction investment ideasâGildan (GIL), Vistry Group (VTY.L), and InterRent REIT (IIP.UN)âand confirms publicly for the first time that Anson is the largest shareholder of InterRent REIT, outlining the real-world activism playbook that could unlock massive upside.
If youâre an investor seeking edge in an uncertain market, you donât want to miss this grounded, real-talk masterclass.
Timestamps00:00 Show Intro
01:45 Moez discusses his investment style and how he became one of Canadaâs top fund managers
05:20 FOMO and understanding the risks involved with short selling
06:20 How lessons learned as a teenager inform Moezâs investment decisions today
08:40 Why is there a negative association with shorting stocks?
10:00 Moez addresses market manipulation accusations14:50 Where is Moez finding opportunities right now?
16:30 If all companies have problems, how does Moez decide if a problem is big enough to warrant a short?18:20 Ansonâs move into activist investing
22:05 More on Ansonâs multi-strategy approach and how real estate fits in
25:10 Moez on macro, tariffs and potential opportunities28:40 Moez on the Canadian election and economy
32:00 Moez on philanthropy and giving back
34:05 What will Anson be up to 5 years from now?
35:30 Break: Raymond James Canada CEO on the companyâs deep roots in Canada
37:15 ITM Mailbag: Is Tesla a buy at these depressed prices?
38:20 Moezâs view on crypto and bitcoin
39:20 Moezâs take on quantum computing
40:40 Moezâs view on uranium and Cameco
41:20 Moezâs Pro Picks52:50 Moezâs favourite restaurant right now
53:35 Goodbye & coming up
Sponsors
ââThis episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. Itâs a great way to jumpstart your investment plan. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: [email protected]
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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Are Canadian stocks finally having their moment? In this episode of In the Money with Amber Kanwar, Garey Aitken, Head of Canadian Equities at Franklin Templetonâs ClearBridge Investments, breaks down the "sell America, buy Canada" trend, explains why the U.S. is losing some of its exceptionalism, and gives his take on whether this shift is short-lived or part of a longer-term rebalancing in global markets.
Garey shares 8 Canadian stocks he believes have a clear edge right nowâfrom blue-chip dividend names to contrarian energy picks and growth stocks flying under the radar. He offers candid takes on valuation, proxy battles, strategic reviews, and where he's deploying capital now. If you're after resilience, income, or upside, there's something in here for every kind of investor.
Plus, with a federal election looming, what impact could the outcome have on Canadian energy policy and investor sentiment? Garey weighs in on how much political risk he's factoring in and what to watch for in the days ahead.
Whether you're a long-term investor, dividend chaser, or market skepticâthis episode is packed with expert insight.
Timestamps00:00 Show Intro
01:40 Garey Aitkenâs approach to investing and why Canada is outperforming the U.S.
03:50 Is this the beginning of Canadian exceptionalism?
07:45 Reasons Canadian stocks have an edge right now
11:00 Uncertainty facing the Canadian economy and what the federal election means
16:15 ITM Mailbag: Does Garey like Dollarama (DOL.TO) at these levels?
18:50 What does Garey think about Parklandâs (PKI.TO) proxy battle and what does it mean for the stock?24:55 What does Garey think about Couche-Tard in 2025? (ATD.TO)
33:20 Does Garey like Capital Power (CPX.TO) at these levels?
36:20 Is Constellation Software insulated from tariffs and what does Garey think about the valuation?
40:15 Gareyâs Pro PicksSponsors
ââThis episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. Itâs a great way to jumpstart your investment plan. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: [email protected]
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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Markets are swinging wildly, but are investors overreacting? In this episode of In the Money with Amber Kanwar, seasoned portfolio manager Liz Miller of Summit Place Financial Advisors shares how sheâs navigating market uncertaintyâfrom surging tariffs and Fed drama to stock-specific opportunities.
Liz explains why corporate earnings are murky, why the Fedâs influence may be fading, and how tariff unpredictability and U.S. dollar volatility are forcing investors to rethink risk. She also unpacks why sheâs favouring U.S.-centric companies and building cash, even while nipping at beaten-down names.
In the mailbag, Liz breaks down whether fully valued names like Netflix (NFLX), Google (GOOGL), and Costco (COST) are still worth buyingâand why sheâs more bullish on under-the-radar opportunities like Disney (DIS), BlackRock (BLK), and even Sweetgreen (SG). Plus, why she avoids gold miners and prefers gold ETFs for safer exposure.
Then, in her Pro Picks segment, Liz shares 3 stocks sheâs adding in this turbulent environment: Evercore (EVR), GE Healthcare (GEHC) and Carlisle Companies (CSL)
Whether youâre managing retirement risk, debating tech valuations, or wondering how to play inflation and tariffs, this episode is packed with grounded, long-term investing insight.
Timestamps
00:00 Show intro
01:35 How Liz is approaching this volatile time in markets
03:20 How to dissect earnings this season when things are so uncertain
05:20 We need clarity on tariffs in order to be able to assess stocks
07:20 Why Liz just bought several positions during the recent down days, is holding cash and is reorienting towards domestic names
11:05 Trump, Jerome Powell and issues with the Fedâs credibility
15:20 ITM Mailbag: Would Liz buy Netflix (NFLX-Nasdaq) at these levels?18:30 What is Lizâs view on Google (GOOG.Nasdaq) for the next 3 years?
23:30 Is Costco (COST.Nasdaq) a solid recession hedge?
27:45 Does Liz still like Sweetgreen here (SG.NYSE)?31:40 Why Liz likes owning gold through ETFs
35:50 Lizâs take on Berkshire Hathaway (BRK.B.NYSE) vs BlackRock (BLK.NYSE)
40:00 Lizâs Pro Picks
50:00 Goodbye & coming upSponsors
ââThis episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. Itâs a great way to jumpstart your investment plan. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more informationLinks
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: [email protected]
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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When markets are in turmoil, investors traditionally flock to healthcare for stability â but what happens when healthcare itself is a flashpoint for volatility? In this episode of In the Money with Amber Kanwar Robert Moffat of Middlefield joins to unpack the biggest headwinds facing the sector right now.
From the controversial appointment of RFK Jr. to looming drug tariffs, Rob dives deep into the policy and market forces disrupting pharma, medtech, and healthcare services. He shares why he's staying defensive, what names he's avoiding (sorry, Pfizer holders), and where he's seeing opportunities amid the chaos.
In a volatile healthcare market, Rob explains why heâs particularly positive on GLP-1 weight loss and diabetes medications which he says are reshaping the future of healthcare. He tells us why Eli Lilly, which makes Mounjaro and Zepbound, is his top holding and why he prefers it over Ozempic maker Novo Nordisk. He also suggests other names he likes right now including Abbott Laboratories and McKesson, which he says is the ultimate defensive safe haven company in healthcare.
Timestamps
00:00 Show Intro
01:40 Robâs approach to volatility in healthcare03:10 RFK Jr. and his impact on the healthcare sector
06:50 The headwind from tariffs
13:00 Why Rob thinks M&A in the pharma space is definitely coming
14:50 ITM Mailbag: Robâs outlook on Pfizer (PFE.NYSE)
18:35 Robâs thoughts on UnitedHealth Group (UNH.NYSE)
22:00 Why Rob thinks CVS (CVS.NYSE) is one of the biggest âshow meâ stories in healthcare27:35 Robâs thoughts on Medtronic (MDT.NYSE) and its dividend
30:35 Robâs outlook on Stryker (SYK.NYSE)
33:15 Robâs view of Johnson & Johnson (JNJ-NYSE) in light of tariffs
35:30 Robâs Pro Picks47:30 Goodbye & coming up
Sponsors
ââThis episode is sponsored by BMO InvestorLine. Learn more at https://bmo.com/advancedtrading
For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: [email protected]
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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The market may be laser-focused on Donald Trumpâs trade war but James Davolos of Horizon Kinetics says tariffs or not, the tide is turning â and savvy investors should be paying attention. In this wide-ranging conversation, Davolos breaks down why we're leaving behind the "golden era" of ultra-low interest rates, globalization, and free capital, and entering a new investing regime marked by inflation, deglobalization, and resource scarcity. Davolos, who the WSJ named the best fund manager of 2022, outlines how to position your portfolio for long-term resilience, with a focus on capital-light businesses tied to real assets â think infrastructure, energy, and gold â but without the usual baggage of cyclicality and capex-heavy models. He explains his unique approach and offers specific stocks that fit into his model, including his top 3 stock picks focused on water as real asset, exchanges as financial infrastructure and royalty companies as resource winners.
Timestamps
00:00 Show intro
02:30 James Davolos explains his unique approach to investing
08:00 Why does James think we're in the midst of a major regime shift
13:05 Why James isnât even paying attention to tariffs
15:15 Why James likes real assets and how he finds the best ones
21:00 Why James believes the U.S. is headed towards stagflation and his view on rates
23:05 Jamesâs view on gold
25:45 Are we seeing the end to U.S. exceptionalism in stocks?
28:00 ITM Mailbag: Will volatility be good for exchanges like the Intercontinental Exchange (ICE.NYSE)
33:10 Is Brookfield a stock that can help weather the current storm? (BN.TO, BN.NYSE)40:00 Jamesâs expectations for gold and why he likes royalty streaming companies
44:45 Jamesâs thoughts on bitcoin and the best way to play it
51:00 What does James think about Enbridge (ENB.TO)
57:15 Why James likes Dream Unlimited (DRM.TO)
1:01:30 Jamesâs Pro Picks
1:13:40 Goodbye & coming upSponsors
ââThis episode is sponsored by BMO InvestorLine. Alright, In The Money listeners, you're constantly analyzing charts, spotting trends, and making calculated moves. That's where BMO InvestorLine comes in. Learn more at https:// bmo.com/advancedtrading?ecid=pr-2886232INV1-JNBMO17For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
Linkshttps://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
DISCLAIMERSThe information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: [email protected]
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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In just one week, we went from the edge of a global trade war to a 90-day truceâand the markets are feeling every twist and turn. One post on Truth Social was all it took for Donald Trump to send the Dow soaring nearly 3,000 points in its biggest rally since 2008... while simultaneously tightening tariffs on China. Chaos? Absolutely. End in sight? Not even close.
On todayâs show, Amber brings in two powerhouse guests to help make sense of the madness:
Frances Horodelski, veteran investor, shares why the financial system isnât about to breakâand why sheâs still optimistic despite the volatility.
Darcy Morris of Ewing Morris & Co. Investment Partners breaks down how activist investors can find opportunity in uncertainty, revealing his current top plays and value strategies.Whether youâre an investor, a market watcher, or just trying to understand what the heck is going onâthis episode is a must-watch. Subscribe now and donât miss the insights that could change your portfolio.
Timestamps
00:00 Show Intro
03:50 Amber & Frances chat about the chaos in fixed income markets
06:50 How to approach the turmoil as an investor
12:00 Why Frances thinks this feels more like covid rather than 2008
14:00 U.S. vs. China: Who will blink first?
20:00 Amber welcomes Darcy Morris
22:00 Is there panic out there on the client side?
24:00 Why activist investing creates opportunity even during tough times
25:00 Darcyâs approach to activist investing and long-term value creation
27:40 How Darcy finds activist opportunities
31:50 Why Darcy isnât afraid to ruffle feathers in corporate Canada
34:25 Darcy offers a clear example of his successful activism
39:25 Darcyâs Pro Picks
54:30 ETF Minute: CI Global Infrastructure Private Pool ETF
58:55 Coming upSponsors
This episode is sponsored by BMO InvestorLine. If youâre an experienced trader, BMO Active Trader is the platform for you. Learn more at https://bmo.com/advancedtrading?ecid=pr-2886232INV1-JNBMO17For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information
ETF Minute is brought to you by CI Global Asset Management. Find out more about CIâs ETF offerings here: https://www.cifinancial.com/ci-gam/ca/en/investment-solutions/exchange-traded-funds.html, and about the CI Global Infrastructure Private Pool ETF here
LinksFollow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
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Markets are in meltdown mode â but Waratah Capitalâs Jeannine LiChong says this isnât the bottom. In this episode of In the Money with Amber Kanwar, veteran fund manager Jeannine shares her strategy for navigating extreme market volatility, tariff uncertainty, and looming recession risks.
With experience managing money through the 2008 financial crisis and the COVID market crash, Jeannine explains why sheâs holding cash, staying cautious, and waiting for clarity before buying the dip. She weighs in on U.S. tariffs, policy instability, central bank cuts, and structural shifts in the global economy â and how all of this is impacting investor psychology and portfolio positioning.
We also go deep into Pro Picks â Jeannine reveals 3 recession-resistant stocks sheâs confident in right now:
Dollarama (DOL.TO) â a cash-generative retailer benefiting from consumer trade-down and international growth.Intact Financial (IFC.TO) â a defensive financial stock with pricing power and strong cost control.Loblaw (L.TO) â a grocery giant leveraging its No Frills brand and food inflation to grow earnings.Plus, Jeannine shares her take on Canadian banks, Telus, Capital Power, Canadian Tire, CN Rail, CP Rail, and TFI International â all under the lens of slowing GDP growth, and evolving trade policy.
If you're looking to protect your portfolio, ride out the market chaos, and uncover long-term opportunities in a downturn, this episode is a must-watch.
Timestamps
00:00: Intro
01:40 How Jeannine handles the noise as a long-term investor03:40 Why this time is different than the financial crisis or covid downturn and why there could eventually be opportunities
07:00 Why Jeannine thinks we wonât see a bottom until markets get clarity on tariffs
08:55 Why Jeannine likes Canadian equities but has confidence in the U.S. economy
10:10: Why Jeannine thinks thereâs a chance of a U.S. recession and why she think tariffs are an opportunity for Canada
13:00 What is Donald Trumpâs end goal?
14:15 ITM Mailbag: Why Royal Bank (RY.TO) is Jeannineâs top Canadian bank
17:20 Amid a slowdown in the Canadian economy what are Jeannineâs thoughts on Canadian Tire (CTC.TO)?19:35 Does Jeannine like Canadian rail stocks? Is she concerned about the impact of tariffs on the rail sector? (CNR.TO, CP.TO)
22:45 Jeannineâs thoughts on Telus as a long-term hold (T.TO)
25:20 Capital Power (CPX.TO) had an incredible run up then a hot equity raise and then straight down. Why?
28:00 What are Jeannineâs thoughts on TFI International (TFII.TO)?30:20 Jeannineâs Pro Picks
Sponsors
This episode is sponsored by BMO InvestorLine. If youâre an experienced trader, BMO Active Trader is the platform for you. With advanced tools and capabilities like multi-leg options, screeners, and strategy builders with margin trades, youâll have everything you need to take your trading to the next level, giving you the edge you need in todayâs markets. Learn more at bmo.com/advancedtrading?ecid=pr-2886232INV1-JNBMO17For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
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The world is undergoing a seismic shift, and according to Daniel Dreyfus, Chief Investment Officer at Bornite Capital, we are in the midst of a major regime change that will redefine economies, industries, and financial markets. In this conversation, Dan explains why a new era of tariffs will be massively inflationary and why buying infrastructure and critical commodities will be the best way to protect your money. He says commodities are set to benefit, and suggests the price of gold could go as high as $4000 per ounce.
Dan explains how investors can position themselves before the market fully adjusts to this fundamental transformation and offers specific stocks to buy in order to get ahead, including names like Cheniere Energy, Talen Energy and Ivanhoe Mines.
This isnât just another market cycleâthis is a massive structural change. Donât miss out on the opportunity to find out how you can profit.
Timestamps
00:00 Show intro
02:45 Dan on starting his fund in 2020
05:15 Dan says weâre entering a massive global regime change of tariffs and austerity and explains what can protect your money
11:15 Dan says gold could hit $4000
16:50 Why Dan views gold as a currency not a commodity- and why he thinks itâs the best one19:45 ITM Mailbag: Does it make sense to buy, sell or hold South Bow Corp (SOBO.TO)?
29:00 What is holding Barrick Gold (ABX.TO) back?
36:15 Danâs favourite gold stock (SKE.TO)
40:25 Danâs thoughts on copper and does he like Teck Resources (TECK.B.TO)
46:30 Why Dan likes GFL Environmental (GFL.TO)
51:55 Danâs Pro PicksSponsors
This episode is sponsored by BMO InvestorLine. If youâre a âDo It Yourself" investor, BMO InvestorLine Self-Directed is the perfect platform for you. With powerful tools and commission-free trading on over 100 ETFs, youâll have everything you need to take control of your investments and build a portfolio thatâs right for you. Learn more at https://bmo.com/InvestorLine?ecid=pr-2886232INV1-JNBMO14For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information.
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
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Donald Trumpâs trade war has investors on edge, but could this market sell-off be a golden opportunity? Dan Rohinton, VP & Portfolio Manager at iA Global Asset Management, breaks down why now is the time to step back, block out the noise, and buy into world-class companies at a discount. Heâs a proud Canadian but says never count out the U.S. and tells us why some of the best investment opportunitiesâlike Microsoft, Google, Amazon, and Nvidiaâare hiding in plain sight.
If you want to know how you can profit from the trade war, donât miss these expert insights on what Dan says are once in a generation buying opportunities!
Timestamps0:00 Intro
1:30 How to approach âLiberation Dayâ, and what Trumpâs tariffs mean for long-term investing
5:10 Why this is a good time to buy up some of the best companies in the world
8:50 Why Dan thinks the Canadian rail stocks are interesting
9:30 Danâs thoughts on the Canadian election and what it means for markets
12:00 Why Dan says ânever count out Americaâ, why heâs constructive on Europe, and why heâs chasing China at 0%
16:00 ITM Mailbag: Why Dan would by CN Rail (CNR.TO) at these levels
19:10 Does Dan like Sun Life Financial (SLF.TO) or Manulife Financial (MFC.TO) better?
22:15 Why Royal Bank (RY.TO) is Danâs favourite Canadian bank
26:00 Danâs thoughts on REITs
28:15 Why CNQ is Danâs favourite Canadian oil stock
29:50 Why Dan would buy LVMH at these levels after a major drop (MC.EPA)
33:55 Would Dan buy Constellation Brands (STZ.NYSE) here?
37:45 Broadcom (AVGO.NASDAQ) vs Nvidia (NVDA.NASDAQ)
40:00 Danâs Pro Picks
51:50 Goodbye & coming upSponsors
This episode is sponsored by BMO InvestorLine. If youâre a âDo It Yourself" investor, BMO InvestorLine Self-Directed is the perfect platform for you. With powerful tools and commission-free trading on over 100 ETFs, youâll have everything you need to take control of your investments and build a portfolio thatâs right for you. Learn more at bmo.com/InvestorLine?ecid=pr-2886232INV1-JNBMO14For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit ATB.com/inthemoney for more information.
LinksFollow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
DISCLAIMERSThe information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
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Small-cap stocks may be off to a rough start in 2025, but last year they helped Jordan Zinberg, President & CEO of Bedford Park Capital, deliver a remarkable 60% return. Known for his disciplined approach to stock picking and long-term investing, Zinberg is willing to take on short-term downside risk for the potential of outsized gains.
In this episode of In the Money with Amber Kanwar, we dive into Jordanâs strategy for investing in high-quality Canadian small-cap and mid-cap stocks. He explains why he avoids traditional sectors like banks and resources, and instead focuses on under-the-radar, fundamentals-driven companies trading at attractive valuations. We explore how he builds a concentrated portfolio of high-conviction stock ideas, the criteria he uses to evaluate businesses and Jordan also shares several of his top Canadian stock picks for 2025.
If you're looking to learn how to invest in Canadian small-cap stocks and build long-term wealth, this episode is packed with insights you wonât want to miss.
Timestamps
00:00 Intro
02:15 Jordanâs approach to small-cap investing04:50 Jordanâs fund returned 60% last year, howâs it doing this year?
07:10 How does Jordan feel about the lack of IPOs in Canada?
08:10 In the Money Mailbag: Jordanâs thoughts on goeasy (GSY.TO) and the companyâs new CEO
15:30 Whatâs Jordanâs long-term outlook on McCoy Global? (MCB.TO)19:45 Investors have lost big on Payfare (PAY.TO). What does Jordan think of the stock now?
26:25 Would Jordan recommend Zedcor at current levels? (ZDC.TO-V)
30:25 What are Jordanâs thoughts on Avante which just hired a Zedcor sales leader (XX.TO-V)
32:00 What are Jordanâs thoughts on Ag Growth International? (AFN.TO)
33:15 What does Jordan think about pipeline construction firm Enterprise Group? (E.TO)39:10 Jordanâs Pro Picks
Sponsors
This episode is brought to you by BMO InvestorLine. We often discuss various stock ideas and market trends on this show. If youâre looking to explore those ideas further, BMO InvestorLine is an excellent resource. Their platform provides in-depth research, powerful tools, and commission-free trading on over 100 popular ETFs. Plus, youâll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Remember, always do your own research before investing. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your childrenâs education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information.
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
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Stocks may be falling but Rebecca Teltscher, portfolio manager at Newhaven Asset Managementâs portfolio is up, proving that her long-term, fundamentals driven approach is working. Rather than chasing short-term trends, she focuses on defensive investmentsâcompanies that provide critical infrastructure and offer long-term stability by prioritizing dividends. She says Donald Trumpâs trade war means stagflation is a huge risk but notes the sectors she invests in are attractive regardless of an economic slowdown or rise in inflation. She tells In the Money with Amber Kanwar why sheâs bullish on Canadian stocks, why valuation matters more than hype, and reveals the companies sheâs buying nowâincluding one energy name she calls âthe most enticing buy in the market.â
Timestamps
00:00 Show intro
01:45 Rebecca explains her defensive approach to investing
04:00 What tariffs mean for the defensive dividend-paying approach
06:00 Is stagflation is a big risk and whatâs the stagflation playbook?
09:45 U.S. vs. Canadian stocks & why Rebecca thinks Canadian stocks are poised to continue to outperform14:45 Carney vs. Poilievre: assessing the what the next Prime Minister will mean for Canadian markets
17:45 In the Money mailbag: Is Algonquin Power & Utilities hopeless?
22:45 What are Rebeccaâs thoughts on Telus as a long-term hold?
25:45 Will BCE cut the dividend?
29:40 What is a catalyst for Nutrien?31:45 Rebeccaâs thoughts on Gibson Energy
33:45 Is there more upside in Manulife?35:15 Rebeccaâs thoughts on the Hamilton U.S. Bond Yield Maximizer ETF
39:45 Rebeccaâs Pro Picks
53:00 Goodbye & coming up
Sponsors
This episode is brought to you by BMO InvestorLine. We often discuss various stock ideas and market trends on this show. If youâre looking to explore those ideas further, BMO InvestorLine is an excellent resource. Their platform provides in-depth research, powerful tools, and commission-free trading on over 100 popular ETFs. Plus, youâll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Remember, always do your own research before investing. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your childrenâs education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information.
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
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U.S. stocks have been underperforming since Donald Trump was sworn in as President in January but James Cook, Portfolio Manager at Matco says heâs not ready to give up on American equities just yet. Still, the global fund manager also thinks thereâs opportunity outside of the U.S., specifically in markets like Japan - where Warren Buffet is doubling down- and Europe- where defense spending is on the rise. He shares where heâs finding growth at a reasonable price, the best ways to get started with global equities, and reveals the top 3 stocks heâs buying right now. Don't miss this global investment outlook!
Timestamps
00:00: Show intro
02:00: U.S. stocks are underperforming, what should investors do?
6:00: The pain is in tech stocks, is it time to buy on the dip?
7:40: Germany is turning on the taps, is it a tailwind for European stocks?
9:00: James explains his investment process and portfolio
10:20: In the Money Mailbag: Warren Buffettâs Berkshire Hathaway is investing even more in Japan. Does James like the region?
16:00: Will European stocks continue to outperform and what equities does James like right now?
22:15: The Hang Seng is on a run but James is underweight China. Find out why?
26:15: Would James buy the dip on Meta?29:20: Is Mattel a buy?
32:45: Is it time to buy CSX?
36:19: Would James buy United Health at these levels?
39:30: Jamesâs Pro Picks
46:00: Coming up & goodbyeSponsors
ââââThis episode is sponsored by BMO InvestorLine. Youâre going to hear about some interesting stock ideas on this podcast. To help you research and potentially act on those ideas, consider BMO InvestorLine. Their platform provides the resources you need to analyze potential investments, with the valuable tools and research you need when exploring the market. Plus, youâll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your childrenâs education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
LinksFollow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
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American investor Cole Smead joins Amber Kanwar to break down why he's so bullish on Canadian oil stocks. Smead argues that Canadian energy stocks are some of the best investments in today's market - even amid fears over a trade war between the U.S. and Canada. In fact, he suggests now could be the second-best time in the past two decades to invest in this space.
We dive into why Smead prefers Canadian over U.S. energy stocks, how tariffs may impact Canadian oil and why heâs not worried and find out the top 3 Canadian energy names he's buying right now.
TimestampsFor detailed show notes, navigate using the timestamps below:
00:00: Show intro
01:40: Why American investor Cole Smead loves Canadian oil stocks
4:40: When did Cole start looking at the Canadian energy sector and why he thinks this is the near best time in the past two decades to invest in the space
9:50: Why is Cole so bullish on oil stocks when things don't appear favourable for the sector
14:10: The new sweet spot in this era and why Cole does not like dividends
17:30: Cole offers his thoughts on why capex spending is not necessarily the right thing for these companies
20:50: Will M&A heat up and will foreign investors make a return?
23:20: Coleâs view on U.S. energy stocks vs. Canadian right now
24:20: Why Cole doesnât care about tariffs
28:45: What does Mark Carney mean for the Canadian energy sector?
32:45: In the Money Mailbag: What does Cole think about the Whitecap-Veren merger?
39:35: Coleâs thoughts on Baytex Energy
42:15: Does Cole like Imperial Oil and would he continue to hold at these levels?
47:20: Ask the American âEric Nuttallâ what he thinks about Tamarack Valley Energy?
49:45: Coleâs thoughts on Greenfire Resources since Fairfax Financial holds a large position
55:00: Would Cole buy the dip in CNQ?
57:30: Is Couche-Tardâs Seven & i deal good for shareholders?
1:02:40: Coleâs Pro Picks
1:15:50: Coming up & goodbyeSponsors
ââThis episode is sponsored by BMO InvestorLine. Youâre going to hear about some interesting stock ideas on this podcast. To help you research and potentially act on those ideas, consider BMO InvestorLine. Their platform provides the resources you need to analyze potential investments, with the valuable tools and research you need when exploring the market. Plus, youâll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your childrenâs education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
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The market is in panic mode, are there opportunities to profit? In this episode of In The Money with Amber Kanwar, we dive into how the Optimist Fund is proving that bold, high-conviction investing can lead to massive returnsâby taking advantage of volatile times. Jordan McNamee, founder of the fund, shares why betting on visionary CEOs and misunderstood stocks is his formula for success.
From Carvanaâs explosive comeback to his top three stock picks that could double, triple, or even 4X, Jordan reveals the opportunities hiding in plain sightâand why most investors are missing them. He also breaks down how he turned a 50% loss into a huge win, why fear doesn't dictate his strategy, and what heâs seeing in the market right now.
If youâre looking for contrarian insights, high-growth investing strategies, and a fresh take on navigating uncertainty, this episode is for you.
đ Subscribe for more expert insights and investing strategies!
#StockMarket #Investing #GrowthStocks #HighConvictionInvesting #Carvana #Finance
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Show intro
02:00: Philosophy behind Optimist Fund
04:07: Jordan explains why macro doesnât drive his investment decisions
05:08: Jordan goes through his returns and how he had to claw back from a big drop in 2022
07:32: Why Jordan makes concentrated bets
09:40: The importance of the CEO when it comes to buying a stock
11:20: Jordan explains who is backing his fund
12:50: Jordan explains why he doesnât see another â2022â style pullback in tech
13:35: Mailbag questions
13:40: Why Uber can be a $1 trillion company
18:07: Jordan gives his thoughts on DoorDash
19:27: Jordan talks about why Revolve can quadruple
24:05: Jordan says he still likes Wayfair
27:50: Monday.com has big market share opportunity
30:55: Jordan is steering clear of AirbnbâŠfor now
33:00: ProPicks
48:56: Thank you and goodbye
Sponsors
This episode is sponsored by BMO InvestorLine. Investing can be intimidating, but it doesnât have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future. Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your childrenâs education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
LinksFollow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
DISCLAIMERSThe information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member â Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
-
Think designer bags are just for the high-fashion crowd? Think again! In this episode of In the Money with Amber Kanwar, Maggie Adhami-Boynton, Founder & CEO of ShopThing, spills the secrets on how luxury bags from brands like Hermes, Chanel, and Louis Vuitton can be lucrative investments. She shares the hottest trends, answers your questions, and reveals 3 must-have bags thatâll have you looking stylish and making money later.
đ Subscribe for more expert investments and market insights!
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Show open
01:45: What is ShopThing and why did Maggie start the company?
5:00: ShopThingâs growth trajectory
7:30: Maggieâs advice to founders
9:00: Are there concerns about the luxury consumer?
9:50: Are handbags really a good investment? Do they go up in value?
12:40: ITM Mailbag: Is a Lady Dior bag a good investment? Will it hold its value?
14:30: Which Fendi Peekaboo would Maggie recommend?
15:30: Is Louis Vuitton making a comeback?
17:00: Have purse manufacturing standards changed amid consolidation in the industry?
18:30: Can more affordable luxury brands be investable?
22:00: Is it better to buy Chanel new or preloved?
24:15: Pro Picks: 3 Designer Bags Worth the InvestmentSponsors
This episode is sponsored by BMO InvestorLine. Investing can be intimidating, but it doesnât have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future.
Learn more at: bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your childrenâs education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.
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The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
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