Stocks are at record highs — so why does it still feel like
everyone’s on edge? Amber Kanwar sits down with Craig White,
Senior Wealth Advisor and Portfolio Manager at Plena Wealth which
is part of Raymond James, to unpack what he calls “the most
unloved bull market ever.” They dig into how to stay invested
when anxiety is high, why sentiment and fundamentals are
clashing, and how his core vs. explore framework helps take the
emotion out of investing.
In the Mailbag, Craig tackles listener questions on key trades
shaping the market right now. He explains why gold’s massive run
might be due for a breather, even as the long-term bull case
remains intact. He breaks down the surprising strength in the
Canadian banks — from TD (TD.TO) and RBC (RY.TO) to the rest of
Canada’s dividend heavyweights — and what’s really driving those
stocks higher. He also weighs in on whether the telcos are
finally coming out of the penalty box, with Rogers (RCI.B.TO)
leading the charge, and gives his take on U.S. names like Netflix
(NFLX), Tesla (TSLA), and Intel (INTC). And yes — he even weighs
in on Pool Corp (POOL) and what investors can learn from Warren
Buffett’s latest buy.
In Pro Picks, Craig shares three of his top ideas for the months
ahead. He’s buying Nike (NKE) as a turnaround story that’s
getting back to its core business. He sees Intact Financial
(IFC.TO) as a steady, underappreciated compounder with
world-class management. And he’s backing Tourmaline (TOU.TO) as
the best way to play the coming demand for natural gas — and the
energy needed to power the AI revolution.
Timestamps
00:00 Show intro
02:05 Investors are fearful but stock are hitting records,
what’s going on?
04:20 Is credit quality still robust, what about the cracks
in U.S. regional banks last week?
06:00 Understanding Craig’s Core vs. Explore approach
10:10 This is a hated bull market
12:30 ITM Mailbag: gold stocks
16:30 TD Bank stock (TD)
24:20 Royal Bank stock (RY)
27:20 Telcos & Rogers stock (RCI.B)
32:45 Netflix stock (NFLX)
37:40 Tesla stock (TSLA)
40:50 Intel stock (INTC)
43:20 Pool Corp stock (POOL)
46:30 Craig’s Pro Picks (NKE, IFC, TOU)
Sponsors
For 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.
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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.
Raymond James Ltd. is regulated by the Canadian Investment
Regulatory Organization ("CIRO") and is a Member of the Canadian
Investor Protection Fund.
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
#IntheMoney #Investing #StockMarket #CanadianInvesting
#FinancialNews
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