In the Money with Amber Kanwar Archiv

Canada was one of the first countries in space. Now, as a new space race takes off, does it have what it takes to become a global leader again?

In this episode of our summer series Can Canada Meet the Moment?, Paige Ellis sits down with Mike Greenley, CEO of MDA Space—Canada’s answer to SpaceX—to explore the enormous economic opportunity opening up beyond Earth. Greenley says the Earth-to-Moon economy represents a new economic frontier worth trillions of dollars, with humans expected to start living and working on the Moon as early as 2028. Canada already has world-leading expertise in space robotics, satellite communications and Earth observation—but capturing the opportunity will require moving faster and thinking much bigger.

Greenley explains why Canada needs its own launch capability, how rising defence spending could help build a stronger domestic space industry, and why relying on other countries for critical technology creates both economic and sovereignty risks. As the U.S. pulls back globally and countries put a greater emphasis on sovereignty and security, Greenley explains why Canada needs to build more critical capabilities at home while continuing to forge strategic partnerships abroad. He also makes the case that Canada’s unique combination of mining expertise and space robotics could eventually give it an advantage in lunar and asteroid mining, where potentially enormous deposits of critical minerals are waiting to be explored.

Plus, Greenley lays out his ambitions to turn MDA Space into a much larger global company while helping create a new generation of billion-dollar Canadian space businesses—and explains why commercial trips to the Moon could become a reality within the next decade.

Timestamps

0:00 Sponsor intro and opening

0:58 Welcome and why the space economy matters

2:45 Rapid-fire with Mike Greenley

5:30 Canada’s place in the space boom

8:52 Defense, urgency, and how Canada scales capability

12:48 Why this time could be different

14:00 What industry wants from government

17:04 Defense procurement: best equipment vs. Canadian industry

20:38 Partnerships, sovereignty, and the Gateway pause

23:57 Canada’s mining edge in the new space race

26:36 Winning public support for space

31:37 ESG, capital, and space investment

35:29 Building a stronger Canadian space ecosystem

37:37 Why U.S. expansion matters

39:06 When commercial moon trips become real

41:39 Outro and next episode tease

Sponsors

This show is brought to you by Forum Asset Management, presenting sponsor of our Innovation Special: Can Canada Meet the Moment. Learn more at https://forumam.com.

Thank you to our partners at ATB Financial.  ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit https://ATB.com/inthemoney for more information.

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.

Thank you to our partners at Hamilton ETFs. For more information visit https://hamiltonetfs.com 

Support for this podcast is brought to you by EQB – the company behind EQ Bank, Canada’s Challenger Bank. For more information visit https://https://www.eqbank.ca/

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

DISCLAIMERS 

The content 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.

In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. 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

Canada has spent years talking about its energy potential. Adam Waterous thinks the country is finally ready to realize it.

In the third episode of our special summer innovation series, Can Canada Meet the Moment?, host Amber Kanwar sits down with Adam Waterous, CEO & Managing Partner of Waterous Energy Fund, to discuss why he believes Canada has a once-in-a-generation opportunity to become a global energy superpower.

Waterous lays out his “down five, up five” thesis: over the next decade, he expects U.S. oil production to fall by roughly five million barrels a day while Canada has the potential to add five million—doubling its production and putting it in a position to compete with Saudi Arabia as one of the world’s largest oil producers.

But getting there won’t be simple. Waterous breaks down the compromises behind Canada’s new energy ambitions, why the public sector is taking a bigger role in pipeline development, the regulatory and tax hurdles still facing producers, and what needs to happen to attract investment and actually fill those pipelines. He also explains why he believes the shift could be transformational for the Canadian economy and fundamentally change Canada’s leverage with the United States.

Plus, Waterous discusses how he’s positioning his own companies for this new era, why long-life oil assets matter, what he looks for when buying energy assets, and where he sees opportunities after years of consolidation.

Can Canada meet the moment? Waterous is unequivocal: he believes Canada’s position in the world has never been stronger.

This interview was recorded during the Calgary Stampede, prior to Greenfire Resources announcing its $1.28-billion cash deal to acquire privately held heavy oil producer Connacher Oil and Gas Ltd on July 13, 2026.

Timestamps

00:00 Intro and sponsor message

02:44 Canada’s energy moment

03:23 The “down five, up five” thesis

06:46 The GDP impact of growth

08:03 The federal shift on energy

13:37 Public vs. private sector paths

17:09 Pipeline economics explained

23:09 Carbon tax and production incentives

28:33 Will investors come back?

31:26 Why U.S. energy is vulnerable

33:27 How he values assets

35:25 Why scale matters in oil sands

38:15 Greenfire and the neighborhood strategy

41:51 Can Canada meet the moment?

Sponsors

This show is brought to you by Forum Asset Management, presenting sponsor of our Innovation Special: Can Canada Meet the Moment. Learn more at https://forumam.com.

Thank you to our partners at ATB Financial.  ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit https://ATB.com/inthemoney for more information.

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.

Thank you to our partners at Hamilton ETFs. For more information visit https://hamiltonetfs.com 

Support for this podcast is brought to you by EQB – the company behind EQ Bank, Canada’s Challenger Bank. For more information visit https://https://www.eqbank.ca/

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

DISCLAIMERS 

The content 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.

In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. 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

Canada has no shortage of world-class entrepreneurs—but are we creating the right conditions for them to build the next generation of global companies here at home? In the second episode of our special summer series Can Canada Meet the Moment?, host Paige Ellis sits down with two successful Canadian founders who offer very different perspectives on one of the country's biggest economic challenges.

Michele Romanow, "Dragon" on CBC's Dragons' Den and Co-Founder of Clearco, argues Canada is making it harder to build and scale startups. She explains why more founders are choosing the U.S., how Canadian policies can discourage innovation, why we protect incumbents instead of challengers, and what needs to change if Canada wants to keep its best entrepreneurs.

Laura McGee, Co-founder of Arterra and Executive Chair of Diversio, offers a more nuanced view. Drawing on her experience building businesses in both Canada and the United States, she explains why founders look south for capital, the cultural differences between the two countries, what Canada gets right, and why she believes Canadian entrepreneurs can still build world-class companies from home.

If Canada wants to become a global innovation leader, what has to change? This conversation explores the policies, culture, capital, and mindset shaping the future of Canadian entrepreneurship.

Subscribe to In the Money with Amber Kanwar for more conversations with the investors, founders, and business leaders shaping Canada's future.

Timestamps

00:06 Can Canada Meet the Moment brought to you by Forum Asset Management

01:02 Meet Michelle Romanow

02:34 Rapid-fire warmup

08:21 Founder identity

11:11 Why Canada loses startups

14:11 Policy vs culture

20:16 Rewarding oligopolies

25:51 Founders voting with their feet

27:31 Defense, health, and AI

38:10 Canada’s AI opportunity

43:01 Meet Laura McGee

47:17 Diversio fundraising struggle

53:02 Delaware structure and Canada

01:05:52 Silicon Valley Bank collapse

01:13:45 — What Canada must change

Sponsors

This show is brought to you by Forum Asset Management, presenting sponsor of our Innovation Special: Can Canada Meet the Moment. Learn more at https://forumam.com.

Thank you to our partners at ATB Financial.  ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit ATB.com/inthemoney for more information.

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.

Thank you to our partners at Hamilton ETFs. For more information visit hamiltonetfs.com 

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

DISCLAIMERS 

The content 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.

In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. 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

Canada has no shortage of breakthrough ideas. The problem, Jim Balsillie argues, is that too many of them create jobs, wealth and prosperity somewhere else. He even describes Canada as a "global philanthropist"—a country that invents world-changing technologies but lets the economic benefits accrue elsewhere. As Canada prepares to host the Prime Minister's first-ever Canada Investment Summit this September, we're kicking off our special summer series, Can Canada Meet the Moment?, with one of the country's most influential voices on innovation.

Hosted by Paige Ellis, the first episode features Jim Balsillie, Retired Chairman and co-CEO of Research In Motion (BlackBerry) and Co-Founder & Chair of the Council of Canadian Innovators. Balsillie argues Canada's biggest challenge isn't innovation—it's public policy.

Drawing on his experience building BlackBerry into one of the world's most successful technology companies, Balsillie explains why Canada continues to lose startups, talent and intellectual property to the United States, why he believes government policy has put "wind in the face" of Canadian entrepreneurs, and what must change if Canada wants to compete in AI, advanced technology and the industries of the future. He also reflects on BlackBerry's rise and decline, the lessons Canada still hasn't learned, and why he believes Canada can reverse decades of economic decline if it rethinks how it supports innovation.

Throughout this special series, we're asking one question: Can Canada meet the moment? From innovation and entrepreneurship to natural resources, capital and public policy, we'll explore what's working, what's broken, and what it will take for Canada to build the next generation of globally competitive companies.

Timestamps

0:06 Can Canada Meet the Moment presented by Forum Asset Management

0:50 Amber asks Can Canada Meet the Moment?

1:40 Amber welcomes Paige

3:30 The Canadian startup pipeline is shrinking

05:30 The blackberry story & Jim Balsillie

6:45  Canadian inventions game

9:06  Jim Balsillie joins 

10:51 Jim’s path to Waterloo

13:30 U.S. investors vs. Bay Street

16:02 Building in Canada

17:49 Policy and entrepreneurship

23:06 Canada’s AI strategy

28:46  Losing value abroad

33:22 AI vs. BlackBerry

35:07 AI and jobs

38:18 Young workers and AI

42:04 Canada’s losses

43:10 Why Jim stays focused on Canada

Sponsors

This show is brought to you by Forum Asset Management, presenting sponsor of our Innovation Special: Can Canada Meet the Moment. Learn more at forumam.com.

Thank you to our partners at ATB Financial.  ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit ATB.com/inthemoney for more information.

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.

Thank you to our partners at Hamilton ETFs. For more information visit hamiltonetfs.com 

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

DISCLAIMERS 

The content 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.

In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. 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

Which fund managers made the best calls of the year? Which stocks soared, which ones crashed, and what can investors learn from the biggest surprises of 2026 so far?

In this special mid-year review, Amber Kanwar and Executive Producer Jillian Glickman look back at every Pro Pick featured on In the Money over the past year. They reveal the top-performing stocks, the biggest disappointments, and rank the fund managers whose ideas delivered the strongest returns. From AI memory-chip winners like Samsung (KRX: 005930) to Bird Construction (TSX: BDT), Canada's energy boom, hard assets, healthcare, and the surprising absence of the Magnificent Seven from the top of the leaderboard, they break down the trends that have defined the market so far.

They also revisit some of the show's most memorable investment stories—including Better Home & Finance (NASDAQ: BETR), Marvell Technology (NASDAQ: MRVL), Sprott Inc. (TSX: SII), OpenDoor Technologies (NASDAQ: OPEN), Boston Scientific (NYSE: BSX), and more—and discuss what worked, what didn't, and why patience can be one of an investor's greatest advantages.

Plus, Amber and Jillian share highlights from the podcast's incredible year, including the growth of In the Money, the Calgary Stampede live show, a preview of the upcoming Canadian innovation series, and what's coming this fall.

Whether you've followed every Pro Pick or are looking for new investing ideas, this episode is your mid-year report card on the market—and on the experts who called it best.

Timestamps

0:00 Trailer

1:51  Welcome to the mid-year review

2:18  Market backdrop and how the year has unfolded

5:40 Top-performing stocks

11:15 Most popular stock pick

13:00 Better Home and Finance discussion

14:43 Hamilton ETFs - MIX

16:42 Worst-performing stocks

22:36 ATB Pro Picks

23:05 Top fund managers honourable mentions

26:40 Top Fund Managers

28:40 Top three fund managers

33:18 Upcoming August special and September plans

34:34 Swag store announcement

35:26 — Outro

Sponsors

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

The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ 

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

DISCLAIMERS 

The content 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. 

Hamilton ETFs Disclaimer

 

This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.

The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.

Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.

Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.

The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.

The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.

Volatility is measured using standard deviation, which quantifies how much an investment’s returns deviate from its average return over a ...

If you're looking to build a portfolio for the next decade—not chase yesterday's winners—Garey Aitken says it's time to get much more selective. Canada's rally may not be over, but after one of the strongest runs in years, finding value has become much harder. The Head of Canadian Equities at Franklin Templeton's ClearBridge Investments joins Amber Kanwar to explain where he's taking profits, why he still likes energy, and the overlooked companies he believes could be the market's next winners.

In the mailbag, Garey weighs in on viewer questions about Intact Financial (IFC), CGI (GIB.A), Shopify (SHOP), TMX Group (X), and Metro (MRU). He shares his outlook on AI disruption across Canadian companies, explains why some high-quality businesses may be getting punished too severely, and discusses which names he'd still buy, hold, or avoid at today's prices.

In Pro Picks, Garey revisits his previous top ideas—including Canadian Natural Resources (CNQ), Canadian National Railway (CNR), and Fortis (FTS)—before revealing three new high-conviction opportunities: Boyd Group Services (BYD), Stantec (STN), and Thomson Reuters (TRI). These are companies he believes have been unfairly sold off, offering investors the chance to buy quality businesses without falling into the trap of chasing expensive momentum stocks.

Timestamps

00:00 Trailer

02:20 Intro

03:45 These are the golden years, but borrowing from the future

06:30 Is Garey taking profits and the anatomy of the rally

09:00 Why Garey is a little nervous about his bank exposure

11:30 Garey called the energy bottom, is the reward still there? 

15:00 Hamilton’s Enhanced Mixed Asset Allocation ETF- MIX

17:00 ITM Mailbag- Intact Financial stock (IFC)

19:30 CGI Group stock (GIB.A)

24:00 Shopify stock (SHOP)

27:40 TMX Group stock (X)

30:45 Metro stock (MRU)

35:00  Garey’s Past & Pro Picks (CNQ, CNR, FTS, BYD, STN, TRI)

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

The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ 

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

DISCLAIMERS 

The content 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. In this episode we discuss Intact Financial, Canadian National Railway and Canadian Natural Resources which are all stocks Amber owns.

Hamilton ETFs Disclaimer

 

This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.

The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.

Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.

Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.

The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.

The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.

Volatility is measured using standard deviation, which quantifies how much an investment’s returns deviate from its average return over a given period. Drawdown: The percentage drop from an investment’s peak value to its lowest point.

In the Money delivers...

While much of the market is chasing the same handful of stocks, Scott Morrison is looking somewhere else. The Founder & CIO of Wealhouse Capital Management oversees $2.2 billion with a contrarian strategy focused on buying great businesses at discounted prices. He joins Amber Kanwar to discuss why international markets are becoming more attractive, where he's finding value today, and how investors can profit from unpopular ideas before they become consensus.

In the mailbag, Scott weighs in on whether Canadian banks are too expensive after their massive rally, shares his outlook on BlackBerry (TSX: BB), CAE (TSX: CAE), Aritzia (TSX: ATZ), Groupe Dynamite (TSX: GRGD), Primaris REIT (TSX: PMZ.UN), Propel Holdings (TSX: PRL) and Kinaxis (TSX: KXS), and explains where he still sees compelling value despite a market trading near record highs.

In Pro Picks, Scott shares three international ideas he believes offer compelling upside: Shinhan Financial Group (NYSE: SHG), one of South Korea's leading banks trading at a significant discount to its North American peers; Zeta Global Holdings (NYSE: ZETA), an AI-enabled marketing technology company using proprietary data to help businesses improve advertising returns; and Tritax Big Box REIT (LSE: BBOX), a U.K. logistics real estate company positioned to benefit from growing demand for warehouses, automation and data centre infrastructure.

Timestamps

00:00 Intro

01:25 Intro

02:25 Scott Morrison’s approach to investing

05:45 Businesses with idiosyncratic opportunities, and why Scott is finding more outside of North America

10:45 More money chasing fewer opportunities

12:50 Hamilton Enhanced Mixed Asset Allocation ETF- MIX

14:50 ITM Mailbag: Canadian banks

22:25 Blackberry stock (BB)

29:30 Aritzia & Groupe Dynamite (ATZ, GRGD)

32:30 Primaris REIT (PMZ.UN)

37:35 Propel Holdings (PRL)

41:00 Kinaxis (KXS)

46:15 Scott’s Pro Picks (SHG, ZETA, BBOX)

Sponsors

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

The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ 

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

DISCLAIMERS 

The content 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. 

Hamilton ETFs Disclaimer

 

This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.

The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.

Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.

Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.

The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.

The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.

Volatility is measured using standard deviation, which quantifies how much an investment’s returns deviate from its average return over a given period. Drawdown: The percentage drop from an investment’s peak value to its lowest point.

In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journ...

Looking beyond the market's biggest names? Jamie Murray, President of The Murray Wealth Group, shares the investing framework he uses to uncover overlooked companies with strong cash flow, attractive valuations and long-term growth potential. From AI winners and consumer stocks to airlines, REITs and international opportunities, he explains what makes a stock worth buying—and why some of the market's best opportunities are often the ones investors aren't paying attention to.

In the Mailbag, Jamie weighs in on some of the market's most talked-about names, including Uber (UBER), Meta (META), Aritzia (ATZ.TO), Air Canada (AC.TO), Exchange Income Corp. (EIF.TO), Go Residential REIT and UnitedHealth Group (UNH). He explains why Uber and Meta remain core holdings, discusses whether Air Canada is finally becoming investable, shares his outlook for Aritzia after its recent run, and breaks down why he's finding opportunity in real estate through Go Residential REIT. He also offers his take on UnitedHealth following its dramatic selloff and explains why he recently sold Exchange Income after a big run up.  

In Pro Picks, Jamie revisits his Past Picks Broadcom (AVGO), Starbucks (SBUX) and 3i Group (III.L), sharing why he remains bullish on Broadcom and 3i Group while explaining why he exited Starbucks. He then reveals three new high-conviction ideas: Nu Holdings (NU), Opera (OPRA) and Vital Healthcare Property Trust (NZX)—companies he believes have the potential to quietly outperform over the years ahead.

Timestamps

00:00 Trailer

02:15 Intro

03:20 What’s going on in the markets right now?

06:40 What does Jamie’s portfolio look like right now and why software?

09:20 Small caps as an AI trade

10:50 Why isn’t the market more roiled by the new flare up between the U.S. and Iran

15:00 What’s a classic Jamie Murray stock?

15:50 Hamilton Enhanced Mixed Asset Allocation ETF- MIX

17:50 ITM Mailbag: Uber stock (UBER)

23:20 Meta stock (META)

27:50 Aritzia stock (ATZ)

30:35 Air Canada stock (AC)

35:30 Exchange Income Corp (EIF)

39:30 GO Residential REIT (GO.U)

44:00 UnitedHealth Group stock (UNH) 

46:20 Jamie’s Past & Pro Picks (AVGO, SBUX, NU, OPRA, VITL.UN)

Sponsors

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

The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ 

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

DISCLAIMERS 

The content 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. 

Hamilton ETFs Disclaimer

 

This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.

The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.

Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.

Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.

The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.

The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.

Volatility is measured using standard deviation, which quantifies how much an investment’s returns devi...

Political tensions are prompting more Americans to consider moving to Canada—and more Canadians are returning home—but the financial implications are far more complicated than most people realize. On this special episode of In the Money with Amber Kanwar, Harp Sandhu, Founder, Senior Wealth Advisor and Portfolio Manager at Sandhu Wealth and author of Welcome Home, Eh?: A Guide for Canadians (Old and New) to Navigate Moving to Canada from the U.S., breaks down the costly financial traps that can come with a cross-border move—from mishandling retirement accounts and tax residency to overlooking investment restrictions, healthcare gaps, real estate considerations, and even the rules around bringing a car or wine collection into Canada.

Harp also discusses why he's seeing a surge in cross-border consultations, why timing matters when changing tax residency, the biggest mistakes people make when relocating, and why AI still can't replace expert advice when it comes to complex cross-border financial planning. Whether you're thinking about moving now or simply want to understand the financial realities of living and investing across Canada and the U.S., this episode is packed with practical insights.

This episode is brought to you by our partners at Raymond James. Visit https://raymondjames.ca today to discover how you can live a life well planned.

Timestamps

00:00 Intro 

01:10 The changing nature of Canadians coming back to Canada

03:00 The mistakes people make when coming back to Canada

04:30 Is there a golden rule when moving back or does it vary from person to person?

07:00 The unexpected implications

10:25 How has AI changed the game? 

Sponsors

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.

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

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.

In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. 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

More than 300 companies around the world cut their dividends in 2020—but not a single company in Fiona Wilson's portfolio did. Fiona, who co-manages the i3 dividend fund portfolios within Guardian Capital LP, explains why chasing the highest dividend yield can be a costly mistake and why dividend growth is the key to building long-term wealth. She shares how her team uses artificial intelligence to forecast dividend growth, identify companies at risk of cutting their payouts, and uncover high-quality businesses that can compound for years.

In the mailbag, Fiona answers your questions on Canadian bank stocks including RBC (RY), TD and CIBC, whether Enbridge (ENB) is still a buy after its big run, the outlook for TELUS (T), why she remains bullish on Microsoft (MSFT), why Apple (AAPL) remains one of her favourite long-term holdings despite its premium valuation, and what to make of the recent strength in U.S. financials, including Morgan Stanley (MS).

In Pro Picks, Fiona shares four high-conviction dividend growth ideas: Costco (COST), ASML Holding (ASML), Amphenol (APH), and Parker-Hannifin (PH). She explains why these companies combine rising dividends, strong earnings growth and durable cash flow, and how they're positioned to benefit from long-term trends in artificial intelligence, industrial automation and infrastructure.

Timestamps

00:00 Intro

02:50 Fiona’s approach to dividend investing 

04:50 Using AI: In 2020 300+ companies cut their dividend, Fiona’s portfolio had zero cuts

07:30 Yield vs. Growth & tech stocks

10:00 What’s the human element

11:20 Growth, payout & sustainability

14:50 Fiona’s global lens

17:00 What are the top 3 warning signs a company will cut their dividend?

18:50 Hamilton MIX ETF 

20:50 ITM Mailbag: Canadian Banks

24:30 Enbridge stock (ENB)

30:20 Telus stock (T)

32:30 Microsoft stock (MSFT)

35:20 Apple stock (AAPL)

37:40 Morgan Stanley stock

39:40 Fiona’s Pro Picks (COST, ASML, APH, PH) 

Sponsors

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.

A special thank you to our partners at ATB Financial. For more information on ATB Cormark Capital Markets visit https://ATB.com/inthemoney 

The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ 

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

DISCLAIMERS 

The content 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. In this episode we discuss Apple, TD, Enbridge, Telus and Microsoft which are all stocks Amber ows. 

Hamilton ETFs Disclaimer

 

This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.

The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.

Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.

Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.

The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.

The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.

Volatility is measured using standard deviation, which quantifies how much an investment’s returns deviate from its average return over a given period. Drawd...

Global investors spent years writing off Canadian energy. Now, one of the sector's most embattled companies is trying to prove them wrong.

On this episode of In the Money with Amber Kanwar, Amber sits down with Chad Lundberg, President & CEO of Baytex Energy, for his first interview since taking the helm. After a turbulent few years that saw Baytex expand into the U.S., reverse course, and overhaul its strategy, the stock has more than doubled over the past year. But with plenty of investors still questioning whether the turnaround is real, Chad explains why he believes Baytex is entering a new era.

The conversation explores Canada's changing energy landscape, renewed pipeline momentum, improving investor sentiment toward the sector, and why Baytex is betting on a Canadian-focused future. Chad also discusses the company's debt-free balance sheet, its goal of delivering 15% annual shareholder returns through dividends, buybacks, and growth, the long-term potential of projects like Gemini, and why he believes Baytex can create more value as an independent company rather than becoming an acquisition target.

Whether you're bullish on Canadian energy or still skeptical, this conversation offers an inside look at one of the industry's biggest turnaround stories—and the CEO trying to complete it.

Timestamps

00:00 Trailer

01:15 Intro 

02:20 The mood in the energy sector

03:50 Pipelines and increasing production to fill pipelines

05:30 What does the energy sector need to fulfill its full potential? 

07:30 Hamilton Enhanced Mixed Asset Allocation ETF- MIX 

09:20 What are foreign investors saying about the Canadian energy sector? 

11:00 Sentiment towards crude oil

14:40 The transformation at Baytex Energy

19:40 Largest shareholder is done selling

20:50 The aspiration of 15% returns over the net 3 years

22:40 Dividends & buybacks 

23:40 A culture change

25:20 Asset quality

28:50 Is Baytex a takeover candidate?

30:10 Thank you to our partners at ATB Financial

30:35 M&A in the energy sector 

32:30 Would Baytex sell Viking? 

33:35 Baytex’s red lines 

Sponsors

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.

A special thank you to our partners at ATB Financial. For more information on ATB Cormark Capital Markets visit https://ATB.com/inthemoney 

The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ 

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

DISCLAIMERS 

The content 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. 

Hamilton ETFs Disclaimer

 

This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.

The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.

Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.

Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.

The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.

The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.

Volatility is measured usin...

Canada just announced two new pipelines — so where's private capital? The CEO of one of Canada's largest pipeline operators weighs in. 

On this special episode of In the Money with Amber Kanwar, Amber sits down with Greg Ebel, President and CEO of Enbridge (TSX: ENB, NYSE: ENB), live from the Calgary Stampede for his first interview since the pipeline announcements — including the Northern Shield West Coast pipeline and the Alberta-Ontario pipeline proposal. Greg explains why Enbridge isn't a proponent on either project, and why he thinks the industry's focus on pipelines has been "ass-backwards" — the real bottleneck, he argues, is production, not pipes.

Greg also revisits comments from last fall, when he called the last decade a "disaster" for Canadian competitiveness. He explains what's shifted since then, why governments are now racing to make private capital more attractive, and what a "grand bargain" on the North Coast tanker ban could look like if Ottawa wants the private sector to lead.

The conversation turns to Enbridge's own capital priorities. Most of the company's $40 billion project backlog is being deployed in the United States, where taxes are lower and regulatory approval is faster — but Greg discusses whether that balance could tilt back toward Canada in the years ahead, and how AI and data centre demand are reshaping the way investors value pipeline infrastructure and Enbridge stock.

Finally, Greg lays out what he sees as Canada's real opportunity: if producers get the regulatory certainty they need, he believes Western Canada could add two million more barrels a day. He also weighs in on whether Enbridge would ever consider building a greenfield pipeline again.

A special thank you to our partners at ATB Financial. For more information on ATB Cormark Capital Markets visit https://ATB.com/inthemoney 

Timestamps

00:00 Trailer

02:15 Intro  

03:00 Greg Ebel on Canadian competitiveness 

06:30 Pipeline politics & the private sector & production 

09:45 Increasing production and new pipelines

10:55 Does Canada even need a pipeline? 

13:25 There will be opportunities to participate in pipelines down the road

15:20 Everybody in the oil and gas business in Canada will do better

16:30 Could private sector do it cheaper?

18:10 The question about a pipeline east

20:10 How far have these announcements gone towards national unity?

21:25 Enbridge favours investing in the U.S. over Canada, could that tilt? 

27:05 The Canada-U.S. relationship 

32:15 Geopolitics, the war in Iran and what that means for Enbridge

36:20 Are new pipelines a competitive threat for Enbrdige?

39:00 Wheeling & dealing

41:45 Is the multiple too low on Enbridge?

44:45 The value proposition of Enbridge in a portfolio

46:45 Are we at a genuine turning point for the Canadian energy sector? 

Sponsors

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.

A special thank you to our partners at ATB Financial. For more information on ATB Cormark Capital Markets visit https://ATB.com/inthemoney 

The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ 

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

DISCLAIMERS 

The content 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. 

Hamilton ETFs Disclaimer

 

This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.

The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.

Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.

Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.

The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.

The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit

Global government spending is reshaping the investing landscape—but are you following where the money is actually going? While everyone is focused on AI, Bryden Teich, Chief Investment Officer at Avenue Investment Management, argues the biggest market story is the massive fiscal spending boom unfolding across Canada, the U.S., and around the world. He explains why industrials, financials, energy infrastructure, and other resilient businesses stand to benefit, why he's still bullish on Canada despite recent economic challenges, why he's underweight big tech, why he trimmed gold after its surge, and how he builds a portfolio designed to perform through changing market cycles.

In the mailbag, Bryden answers viewer questions on Canadian banks, including why National Bank (NA) and Royal Bank (RY) remain his favourites, whether it's time to buy beaten-down software names like Thomson Reuters (TRI), Accenture (ACN), and Intuit (INTU) after the AI selloff, opportunities in healthcare through Boston Scientific (BSX), GE HealthCare (GEHC), and Medpace (MEDP), plus his outlook on Canadian Natural Resources (CNQ), South Bow (SOBO), Enbridge (ENB), WSP Global (WSP), and Stantec (STN), and what investors should watch before jumping into energy infrastructure projects.

In Pro Picks, Bryden shares three high-conviction ideas built around resilient, cash-generating businesses: AutoZone (AZO), Medpace (MEDP), and Bath & Body Works (BBWI). He explains why these companies can thrive even if economic growth slows, how strong capital allocation creates shareholder value, and why consistency—not chasing the hottest trend—is the key to compounding wealth over time.

Timestamps

00:00 Trailer  

02:00 Intro 

02:40 Better days ahead for the Great White North  

04:40 What does a Canada strong portfolio look like ? 

06:40 The Canadian banks

11:40 Fiscal spending is the story of the year

16:40 The rate picture & gold

20:40 Why he’s underweight tech & AI

23:55: Hamilton Enhanced Mixed Asset Allocation ETF- MIX

26:00: ITM Mailbag: Thomson Reuters stock (TRI)

31:00 Boston Scientific, GE Healthcare & Medpace (BSX, GEHC, MEDP)

35:30 Canadian Natural Resources stock (CNQ)

37:50 Southbow stock (SOBO)

41:05: Enbridge stock (ENB)

46:40 WSP Global stock (WSP)

49:25 National Bank stock (NA)

53:05 Bryden’s Pro Picks (AZO, TIH, ATD)

Sponsors

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

The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ 

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

DISCLAIMERS 

The content 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. 

Hamilton ETFs Disclaimer

 

This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.

The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.

Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.

Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.

The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.

The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P...

The biggest Canadian mining IPO since 2010 is betting on a country few investors associate with mining: Poland.

On this episode of In the Money with Amber Kanwar, Amber sits down with Jordan Pandoff, CEO of Lumina Metals, to discuss the IPO which raised over $400 million, and the investment case behind one of the world's largest undeveloped copper and silver projects. Backed by mining legend Ross Beaty, Lumina spent more than a decade advancing the project before taking the company public.

Jordan explains why Poland is emerging as a critical minerals powerhouse. The country already produces more than 500,000 tonnes of copper and 40 million ounces of silver annually, has more copper in the ground than any other NATO country, and more silver in the ground than any country in the world. If Poland's punitive mining tax regime is reformed, it could move from just outside the world's top 10 copper-producing nations into the global top five.

The conversation also explores why governments, institutional investors, and the military are suddenly laser-focused on critical minerals. From supply chain security and NATO to Europe's growing dependence on imported copper, Jordan explains how geopolitics has transformed mining into a strategic industry—and why government officials and global investors are paying closer attention than ever before.

Finally, Jordan discusses Lumina's path to production, the key catalysts investors should watch over the next several years, how the company plans to finance one of the world's largest mining projects, and whether Ross Beaty's ultimate strategy is to build the mine—or follow his proven playbook of de-risking the asset before selling it.

Timestamps

00:00 Trailer

02:20: Intro 

03:40 The biggest mining IPO in Canada since 2010

05:00 From Glencore to Lumina

06:20 Working with legendary miner Ross Beaty 

08:20 The size and scale of Lumina’s mine in Poland

11:20 Hamilton Enhanced Mixed Asset Allocation ETF- MIX

13:30 The trouble with Poland’s tax regime 

17:10 Lumina IPO & stock price 

19:45 Capital markets support in the U.S. and Canada

23:00 Why are investors waking up to the mining sector?

24:20 How do the ongoing issues in Ukraine impact Lumina?

25:30 When will first production start?

27:20 How will Lumina raise funds to build the project?

29:00 Beaty’s permit, de-risk, sell playbook

30:05 Thank you to our partners at ATB Financial 

30:30 How often do copper and silver go together 

31:30 Are copper prices in a bubble?

33:20 The excitement for base metals 

35:00 Glencore war stories 

Sponsors

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

The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ 

Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

questions@inthemoneypod.com

DISCLAIMERS 

The content 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. 

Hamilton ETFs Disclaimer

 

This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.

The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.

Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.

Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.

The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.

The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones...