In just one week, we went from the edge of a global trade war to
a 90-day truce—and 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 today’s show, Amber brings in two powerhouse guests to help
make sense of the madness:
Frances Horodelski, veteran investor, shares why
the financial system isn’t about to break—and why she’s 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 you’re an investor, a market watcher, or just trying to
understand what the heck is going on—this episode is a
must-watch. Subscribe now and don’t 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 Darcy’s approach to activist investing and long-term value
creation
27:40 How Darcy finds activist opportunities
31:50 Why Darcy isn’t afraid to ruffle feathers in corporate
Canada
34:25 Darcy offers a clear example of his successful
activism
39:25 Darcy’s Pro Picks
54:30 ETF Minute: CI Global Infrastructure Private Pool ETF
58:55 Coming up
Sponsors
This episode is sponsored by BMO InvestorLine. If you’re an
experienced trader, BMO Active Trader is the platform for you.
Learn more at
https://bmo.com/advancedtrading?ecid=pr-2886232INV1-JNBMO17
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
ETF Minute is brought to you by CI Global Asset Management. Find
out more about CI’s 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
Links
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DISCLAIMERS
The information provided in this podcast is for informational
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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 – Canadian Investor
Protection Fund and Member of the Canadian Investment Regulatory
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is not intended to provide legal, investment, accounting or tax
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