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 she’s navigating market uncertainty—from surging
tariffs and Fed drama to stock-specific opportunities.
Liz explains why corporate earnings are murky, why the Fed’s
influence may be fading, and how tariff unpredictability and U.S.
dollar volatility are forcing investors to rethink risk. She also
unpacks why she’s 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
buying—and why she’s 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 she’s adding
in this turbulent environment: Evercore (EVR), GE Healthcare
(GEHC) and Carlisle Companies (CSL)
Whether you’re 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 Fed’s
credibility
15:20 ITM Mailbag: Would Liz buy Netflix (NFLX-Nasdaq) at these
levels?
18:30 What is Liz’s 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 Liz’s take on Berkshire Hathaway (BRK.B.NYSE) vs BlackRock
(BLK.NYSE)
40:00 Liz’s Pro Picks
50:00 Goodbye & coming up
Sponsors
This episode is sponsored by BMO InvestorLine. Open a new BMO
InvestorLine account, and you could receive up to $3,500 cash
back. It’s 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
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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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