Would you trust AI to pick your investments? On this episode of
In the Money with Amber Kanwar we sit down with Noah Solomon, CEO
of Outcome Metric Asset Management, to unpack how he developed an
artificial intelligence program to systematically pick Canadian
dividend-paying stocks. With a track record of beating the index
by 2,500 basis points net of fees, Noah breaks down what makes
his model so effective and how "paranoia built into the
algorithm" has helped him weather market storms without ever
trying to time them.
In the mailbag segment, Amber challenges Noah’s model with some
of the most popular (and controversial) Canadian dividend names.
What does the AI think about BCE post-dividend cut? Why does it
still like Cargojet despite the sell-off? How does it treat
Manulife after its recent breakout? And why do Canadian banks get
such a small weight in the portfolio despite their cult-like
status among investors?
Then, it’s time for Noah’s Pro Picks—three dividend stocks his
model is heavily leaning into right now. From gold royalty
streamers like Wheaton Precious Metals, to low-volatility staples
like Empire, and power producers like Capital Power, he breaks
down what’s screening well and why. If you want to take the
emotion out of dividend investment, this is the episode to watch.
Timestamps
00:00 Show Intro
03:30 How Noah uses AI to choose dividend paying stocks
05:10 Noah’s backstory
10:15 Why Noah is focused on dividend paying Canadian
stocks
11:30 The main factors the algorithm screens to choose
equities
16:55 Why the weighting of stocks in a portfolio matters so much
19:55 Outcome Asset Management is beating the index by using AI
(and with much less volatility)
21:00 How Noah thinks about risk
23:40 It’s very hard to time the market, so why do people try to
do it?
27:00 Volatility and emotions
29:35 ITM Mailbag: Noah’s fund owns all of the Canadian banks,
but the weighting in the portfolio is very low
34:15 What about BCE? Does he own it since the company recently
cut the dividend
38:20 What about Manulife? Are technicals factored into the
statistical model?
39:55 What about Cargojet and outside factors like trade and
tariffs? Paranoia is built into the model
43:35 Noah’s Pro Picks
53:05 Goodbye & coming up
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Pro Picks is brought to you by ATB Financial. Visit
ATB.com/inthemoney for more information
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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: questions@inthemoneypod.com
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