In the Money with Amber Kanwar Archiv
179 Episoden
55 Minuten
Wall Street meets real talk in this week’s In the Money with Amber Kanwar, featuring none other than Downtown Josh Brown — the CEO of Ritholtz Wealth Management, CNBC regular, and host of the hit podcast The Compound and Friends. From surviving the chaos of the 2008 financial crisis to building a wealth management firm with billions under management, Josh shares how storytelling, not spreadsheets, shaped his investing journey.
Amber and Josh dig into today’s market vibes — from AI-fueled rallies to why valuations “don’t have to rhyme with 2000.” Josh tells us how he thinks about managing risk, and what he really thinks about gold, tariffs, and America’s new brand of “mercantilism.” Importantly he tells our listeners to stay invested, diversify and offers his most important rule: shut the f**k up!
In Pro Picks, Josh opens up his own portfolio and explains why his biggest bet is on Uber (UBER) — the “cheapest large-cap tech stock,” and his play on the future of autonomous delivery and driverless mobility. He’s also adding to Amazon (AMZN), confident that its partnership with Anthropic and growing cloud presence will make it a bigger AI winner than investors realize. Then there’s Rocket Companies (RKT), which he calls a top way to play a housing rebound and the refi boom he expects once rates fall. And finally, Toast (TOST) — his pick for the restaurant tech revolution, building a sticky ecosystem from payments to payroll that could make it the “Amazon of hospitality.”
Timestamps
00:00 Show intro
02:00 Downtown Josh Brown tells us how he he fell in love with the stock market
05:30 Why Josh started the blog The Reformed Broker, and how it changed his life
08:30 It’s hard to remind yourself that history doesn’t repeat
10:30 Is Josh worried right now?
13:00 Where does the market go from here? The mean reversion you’re waiting for isn’t going to happen
17:00 Stay invested, respect trend and shut the f**k up
20:40 Why Josh & Ritholtz make tailored, bespoke portfolios for clients
23:40 What is the gold rally telling Josh?
33:15 Cross-Border investing with Raymond James
35:35 What does Josh think about Canada? He loves it
37:55 Why Josh thinks the most dangerous place to be is a shareholder in the biggest company in Canada
40:05 Risk is to the upside when it comes to tariffs
42:10 Josh says Trump is not a capitalist, he’s a mercantilist
45:15 Josh’s Pro Picks (UBER, AMZN, RKT, TOST)
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
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.
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.
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
Amber and Josh dig into today’s market vibes — from AI-fueled rallies to why valuations “don’t have to rhyme with 2000.” Josh tells us how he thinks about managing risk, and what he really thinks about gold, tariffs, and America’s new brand of “mercantilism.” Importantly he tells our listeners to stay invested, diversify and offers his most important rule: shut the f**k up!
In Pro Picks, Josh opens up his own portfolio and explains why his biggest bet is on Uber (UBER) — the “cheapest large-cap tech stock,” and his play on the future of autonomous delivery and driverless mobility. He’s also adding to Amazon (AMZN), confident that its partnership with Anthropic and growing cloud presence will make it a bigger AI winner than investors realize. Then there’s Rocket Companies (RKT), which he calls a top way to play a housing rebound and the refi boom he expects once rates fall. And finally, Toast (TOST) — his pick for the restaurant tech revolution, building a sticky ecosystem from payments to payroll that could make it the “Amazon of hospitality.”
Timestamps
00:00 Show intro
02:00 Downtown Josh Brown tells us how he he fell in love with the stock market
05:30 Why Josh started the blog The Reformed Broker, and how it changed his life
08:30 It’s hard to remind yourself that history doesn’t repeat
10:30 Is Josh worried right now?
13:00 Where does the market go from here? The mean reversion you’re waiting for isn’t going to happen
17:00 Stay invested, respect trend and shut the f**k up
20:40 Why Josh & Ritholtz make tailored, bespoke portfolios for clients
23:40 What is the gold rally telling Josh?
33:15 Cross-Border investing with Raymond James
35:35 What does Josh think about Canada? He loves it
37:55 Why Josh thinks the most dangerous place to be is a shareholder in the biggest company in Canada
40:05 Risk is to the upside when it comes to tariffs
42:10 Josh says Trump is not a capitalist, he’s a mercantilist
45:15 Josh’s Pro Picks (UBER, AMZN, RKT, TOST)
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
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.
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.
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
40 Minuten
In a market obsessed with AI and momentum trades, dividend investors are quietly cashing in. In this episode of In the Money with Amber Kanwar, Laura Lau, Chief Investment Officer at Brompton Funds, shares how she’s finding dividend income in a market chasing growth. With stocks at record highs, Lau explains how to balance yield, total return, and capital appreciation — and why dividend investing still has plenty of life left, from Canadian banks to European value plays.
In the mailbag, Lau weighs in on Apple (AAPL) and its lagging AI story, the appeal of Enbridge (ENB) as a steady yield play, and why Imperial Oil (IMO) continues to outperform even in a range-bound oil market. She explains why she considers ExxonMobil (XOM) a long-term hold despite flat performance and also discusses Parex Resources (PXT) and the sustainability of its 8.5% yield. She doesn’t shy away from the tough calls — including her cautious take on BCE (BCE) after its dividend cut, and tells us why Quebecor (QBR.B) is her favourite name in the Canadian telco space. Plus, she highlights opportunities in Dollarama (DOL), the surprising growth name that keeps compounding returns, and breaks down how investors should think about preferred shares and split corps when building income-focused portfolios.
For her Pro Picks, Lau goes global with three dividend-growth names she believes can outperform. Citigroup (C) is her U.S. financial pick, poised to benefit from deregulation, cost cuts, and share buybacks. In tech, she highlights Broadcom (AVGO) as a smart way to play the AI and semiconductor boom — with a lower valuation, higher yield, and steady dividend growth. And across the Atlantic, BAE Systems (BA-LON) stands out as a defense leader set to benefit from rising geopolitical spending and long-term global rearmament. Together, these stocks showcase how dividend investors can capture income, stability, and global growth — even in a market obsessed with the next AI winner.
If you want to learn how to build a dividend portfolio for the next decade, this is one episode you don’t want to miss.
Timestamps
00:00 Show intro
02:15 Let’s talk about dividends and Laura’s approach
04:30 We’re in the first innings of the AI race
05:55 Is it harder to find yield opportunities?
07:00 Comparing European banks to Canadian banks
09:15 Cross Border Considerations with Darren Coleman from Portage Wealth of Raymond James
12:00 ITM Mailbag: Apple stock (AAPL)
13:35 Laura’s favourite oil, gas & pipeline dividend stocks (ENB, IMO)
17:50 Exxon Mobil stock (XOM)
19:20 Parex Resources stock (PXT)
20:55 Dollarama stock (DOL)
22:20 BCE stock (BCE), Quebecor stock (QBR.B)
24:45 Laura’s thoughts on preferred shares & split corps
29:35 Laura’s thoughts on single stock covered call ETFs
32:30 Laura’s Pro Picks (C, AVGO, BA-LON)
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
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.
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, 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
In the mailbag, Lau weighs in on Apple (AAPL) and its lagging AI story, the appeal of Enbridge (ENB) as a steady yield play, and why Imperial Oil (IMO) continues to outperform even in a range-bound oil market. She explains why she considers ExxonMobil (XOM) a long-term hold despite flat performance and also discusses Parex Resources (PXT) and the sustainability of its 8.5% yield. She doesn’t shy away from the tough calls — including her cautious take on BCE (BCE) after its dividend cut, and tells us why Quebecor (QBR.B) is her favourite name in the Canadian telco space. Plus, she highlights opportunities in Dollarama (DOL), the surprising growth name that keeps compounding returns, and breaks down how investors should think about preferred shares and split corps when building income-focused portfolios.
For her Pro Picks, Lau goes global with three dividend-growth names she believes can outperform. Citigroup (C) is her U.S. financial pick, poised to benefit from deregulation, cost cuts, and share buybacks. In tech, she highlights Broadcom (AVGO) as a smart way to play the AI and semiconductor boom — with a lower valuation, higher yield, and steady dividend growth. And across the Atlantic, BAE Systems (BA-LON) stands out as a defense leader set to benefit from rising geopolitical spending and long-term global rearmament. Together, these stocks showcase how dividend investors can capture income, stability, and global growth — even in a market obsessed with the next AI winner.
If you want to learn how to build a dividend portfolio for the next decade, this is one episode you don’t want to miss.
Timestamps
00:00 Show intro
02:15 Let’s talk about dividends and Laura’s approach
04:30 We’re in the first innings of the AI race
05:55 Is it harder to find yield opportunities?
07:00 Comparing European banks to Canadian banks
09:15 Cross Border Considerations with Darren Coleman from Portage Wealth of Raymond James
12:00 ITM Mailbag: Apple stock (AAPL)
13:35 Laura’s favourite oil, gas & pipeline dividend stocks (ENB, IMO)
17:50 Exxon Mobil stock (XOM)
19:20 Parex Resources stock (PXT)
20:55 Dollarama stock (DOL)
22:20 BCE stock (BCE), Quebecor stock (QBR.B)
24:45 Laura’s thoughts on preferred shares & split corps
29:35 Laura’s thoughts on single stock covered call ETFs
32:30 Laura’s Pro Picks (C, AVGO, BA-LON)
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
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.
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, 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
54 Minuten
Canadian stocks are hitting record highs, so where should investors look next? On this episode of In the Money with Amber Kanwar, veteran money manager Lyle Stein of Forvest Canada breaks down why he’s leaning into resource stocks and dividend payers as the backbone of a portfolio.
From gold miners to pipelines to natural gas plays, Stein explains his “comfort, calamity and children” strategy for portfolio construction as a way to balance income, protection, and long-term growth. He shares why he’s cautious on Canadian banks, where he still sees opportunities in commodities like copper, uranium, and silver, and why dividend-paying stocks remain the vitamins every investor needs.
In the mailbag, we tackle viewer questions on some of Canada’s biggest dividend and resource names. Stein shares his thoughts on insurers like Manulife (MFC.TO), pipelines including Pembina (PPL.TO), as well as REITs such as Primaris (PMZ.UN.TO). Lyle highlights large-cap gold leaders like Agnico Eagle (AEM), streamers such as Franco Nevada (FNV) and Wheaton (WPM), and why silver producers like First Majestic (AG) could be the next breakout. He also digs into Cameco (CCO) and its Westinghouse deal as a long-term nuclear power play, while eyeing Teck Resources (TECK) as a copper-driven transition winner.
In Pro Picks, Stein reveals his highest-conviction dividend and resource stocks right now: Peyto Exploration (PEY.TO) for natural gas exposure, Sprott Inc. (SII.TO) as a leveraged play on gold, silver, and uranium, and First Majestic Silver (FR.TO) as a way to capture the silver rally.
Timestamps
00:00 Show intro
01:50 What is Lyle’s style of investing? Vitamins for your portfolio
04:50 Portfolio construction: Comfort, Calamity, Children
07:15 Markets are at all-time highs. Is this time different?
10:35 Canadian stocks are back. Is there still value or opportunity?
15:55 What is Lyle doing in the portfolio?
20:00 ITM Mailbag: Lyle’s best pick in insurance: Manulife stock (MFC.TO)
21:00 Pipelines for yield: Pembina Pipeline (PPL.TO)
24:50 Why Lyle doesn’t own any REITs right now, but he’s eyeing Primaris (PMZ.UN)
27:00 Teck Resources stock (TCK.B)
29:00 Nat gas stocks (TOU)
32:20 Gold & Mining stocks (AEM, WPM, FNV)
37:20 Uranium & Cameco stock (CCOl)
39:15 Constellation Software (CSU)
41:10 Lyle’s Pro Picks (PEY, SII, AG)
50:35: ETF Minute: Hamilton ETFs HEB & HCAL
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
ETF Minute is brought to you by Hamilton ETFs. Find out more about HEB & HCAL at 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 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
From gold miners to pipelines to natural gas plays, Stein explains his “comfort, calamity and children” strategy for portfolio construction as a way to balance income, protection, and long-term growth. He shares why he’s cautious on Canadian banks, where he still sees opportunities in commodities like copper, uranium, and silver, and why dividend-paying stocks remain the vitamins every investor needs.
In the mailbag, we tackle viewer questions on some of Canada’s biggest dividend and resource names. Stein shares his thoughts on insurers like Manulife (MFC.TO), pipelines including Pembina (PPL.TO), as well as REITs such as Primaris (PMZ.UN.TO). Lyle highlights large-cap gold leaders like Agnico Eagle (AEM), streamers such as Franco Nevada (FNV) and Wheaton (WPM), and why silver producers like First Majestic (AG) could be the next breakout. He also digs into Cameco (CCO) and its Westinghouse deal as a long-term nuclear power play, while eyeing Teck Resources (TECK) as a copper-driven transition winner.
In Pro Picks, Stein reveals his highest-conviction dividend and resource stocks right now: Peyto Exploration (PEY.TO) for natural gas exposure, Sprott Inc. (SII.TO) as a leveraged play on gold, silver, and uranium, and First Majestic Silver (FR.TO) as a way to capture the silver rally.
Timestamps
00:00 Show intro
01:50 What is Lyle’s style of investing? Vitamins for your portfolio
04:50 Portfolio construction: Comfort, Calamity, Children
07:15 Markets are at all-time highs. Is this time different?
10:35 Canadian stocks are back. Is there still value or opportunity?
15:55 What is Lyle doing in the portfolio?
20:00 ITM Mailbag: Lyle’s best pick in insurance: Manulife stock (MFC.TO)
21:00 Pipelines for yield: Pembina Pipeline (PPL.TO)
24:50 Why Lyle doesn’t own any REITs right now, but he’s eyeing Primaris (PMZ.UN)
27:00 Teck Resources stock (TCK.B)
29:00 Nat gas stocks (TOU)
32:20 Gold & Mining stocks (AEM, WPM, FNV)
37:20 Uranium & Cameco stock (CCOl)
39:15 Constellation Software (CSU)
41:10 Lyle’s Pro Picks (PEY, SII, AG)
50:35: ETF Minute: Hamilton ETFs HEB & HCAL
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
ETF Minute is brought to you by Hamilton ETFs. Find out more about HEB & HCAL at 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 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
1 Stunde 17 Minuten
Opendoor has skyrocketed more than 700% since Eric Jackson first tweeted about it this summer and he says the rally may just be getting started. In this episode of In the Money with Amber Kanwar, the Canadian hedge fund manager returns to explain how he went from an Opendoor skeptic in January to leading a retail “Open Army” that helped drive sweeping management changes, brought the founders back to the board, and turned the stock into his next Carvana-style bet. He's convinced a growing group of retail investors to get into the name and takes time everyday to try to get Drake on board. As he tells us, the rapper's head of security has joined the army and he's getting closer to the superstar too.
Jackson also reveals how our show played a role in his conviction on Better Home & Finance (BETR). After hearing about it here, he dug deeper, built a position, and unleashed the same retail energy that powered Opendoor, sending the stock soaring.
In Past Picks, Amber checks in on Jackson’s January calls: BTQ (BTQ) and Rigetti Computing (RGTI) which have soared, and Peloton (PTON), which has stayed flat. Find out which ones he’s still holding and why.
Then, in his Pro Picks segment, Jackson doubles down on Opendoor (OPEN) and Better (BETR), while adding two Bitcoin miners that are morphing into AI infrastructure plays: Cipher Mining (CIFR) and Iris Energy (IREN). He breaks down why both could ride the surging demand for data centre capacity and why retail investors are once again getting there before Wall Street.
Whether you’re fascinated by activist investing, looking for the next 100X opportunity, or just curious how a hedge fund manager can rally a global retail movement, this episode shows exactly how Jackson is rewriting the playbook on stock picking.
Timestamps
00:00 Show intro
08:00 Using AI to select new promising stocks like Carvana
09:30 Eric’s story on why and how he bought Carvana when most others had left it for dead
16:05 Is Opendoor (OPEN) the new Carvana (CVNA)?
22:00 The math that gets Eric to $82 per share on Opendoor
25:20 Why Eric says Opendoor is not like Gamestop
28:00 Eric’s history of activism and his approach to Opendoor
34:20 What Eric tells the haters
37:25 How did he get the idea to go to Drake’s house everyday & how close is Drake to buying shares?
43:40 Eric’s new bold position in Better Home & Finance (BETR) which was an idea from Dan Lewis on our show back in June
51:40 What about the risks? Shouldn’t investors just allocate a small part of their portfolios to this style of investing?
53:40 The Rising Dynasty: Why this style of investing can help the middle class
1:00:45: Eric’s Past Picks: BTQ Technologies (BTQ), Rigetti Computing (RGTI), Peloton (PTON)
1:05:35 Eric’s Pro Picks: IREN & CIFR
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
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
.
Jackson also reveals how our show played a role in his conviction on Better Home & Finance (BETR). After hearing about it here, he dug deeper, built a position, and unleashed the same retail energy that powered Opendoor, sending the stock soaring.
In Past Picks, Amber checks in on Jackson’s January calls: BTQ (BTQ) and Rigetti Computing (RGTI) which have soared, and Peloton (PTON), which has stayed flat. Find out which ones he’s still holding and why.
Then, in his Pro Picks segment, Jackson doubles down on Opendoor (OPEN) and Better (BETR), while adding two Bitcoin miners that are morphing into AI infrastructure plays: Cipher Mining (CIFR) and Iris Energy (IREN). He breaks down why both could ride the surging demand for data centre capacity and why retail investors are once again getting there before Wall Street.
Whether you’re fascinated by activist investing, looking for the next 100X opportunity, or just curious how a hedge fund manager can rally a global retail movement, this episode shows exactly how Jackson is rewriting the playbook on stock picking.
Timestamps
00:00 Show intro
08:00 Using AI to select new promising stocks like Carvana
09:30 Eric’s story on why and how he bought Carvana when most others had left it for dead
16:05 Is Opendoor (OPEN) the new Carvana (CVNA)?
22:00 The math that gets Eric to $82 per share on Opendoor
25:20 Why Eric says Opendoor is not like Gamestop
28:00 Eric’s history of activism and his approach to Opendoor
34:20 What Eric tells the haters
37:25 How did he get the idea to go to Drake’s house everyday & how close is Drake to buying shares?
43:40 Eric’s new bold position in Better Home & Finance (BETR) which was an idea from Dan Lewis on our show back in June
51:40 What about the risks? Shouldn’t investors just allocate a small part of their portfolios to this style of investing?
53:40 The Rising Dynasty: Why this style of investing can help the middle class
1:00:45: Eric’s Past Picks: BTQ Technologies (BTQ), Rigetti Computing (RGTI), Peloton (PTON)
1:05:35 Eric’s Pro Picks: IREN & CIFR
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
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
.
1 Stunde 1 Minute
Rick Rule is back on In the Money with Amber Kanwar, and this time he’s doubling down on precious metals. In this wide-ranging conversation, the legendary resource investor explains why he believes we’re still in the early innings of a commodities bull market and how investors should think about energy, rare earths, and precious metals right now.
In the listener mailbag, Rick answers a round of questions across the resource spectrum. He says he’s a copper bull but believes it needs a break and discusses names like Freeport-McMoRan (FCX) and NGex (NGEX). He says he’s even more bullish on silver than he is on gold and suggests a number of ways to play it including New Pacific Metals (NUAG), Vizsla Silver (VZLA), AbraSilver (ABRA), Aya Gold & Silver (AYA), Pan American Silver (PAAS) and GoGold (GGD). He also shares his outlook on uranium suggesting that there is still upside in Cameco (CCJ) and gives perspective on rare earth players like Meteoric (MEI) and Aclara Resources (ARA.TO). He also weighs in on mining focused investment firm Dundee (DC.A.TO). From big caps to thinly traded juniors, Rick lays out what’s worth watching and what to avoid.
Amber and Rick walk through the performance of his past picks (ARX.TO, TOU.TO, PEY.TO) and of course, Rick reveals his latest Pro Picks. This time he highlights three very different opportunities: Sprott (SII.TO), the go-to brand for precious metals exposure; EMX Royalty (EMX), a fast-growing junior royalty company with a powerful merger story; and ExxonMobil (XOM), his low-risk bet on the future of energy. Together, they showcase how Rick is positioning for what he sees as a long runway ahead for commodities.
If you want insight on where to find value in today’s volatile markets—and which commodity plays he thinks are best positioned for the next decade—this is an episode you don’t want to miss.
Timestamps
00:00 Intro & details on swag giveaway
01:55 Rick Rule returns to the podcast and says we’re in the early innings of a gold price boom
05:30 How has the last 9-months informed Rick’s view on gold and the USD?
08:00 So is this like the 1970s?
10:20 What about the Dotcom era?
14:00 We’re in inning 3 of a 9 inning game when it comes to gold
16:00 Rick talks about the bank he’s building
20:00 ITM Mailbag: Copper, Ivanhoe Mines (IVN, FCX,NGEX)
24:30 Junior copper players
26:20 Rick’s more bullish on silver than gold, and tells us what he owns (New Pacific, Vista, Abra, Aya)
30:00 Not pure silver miners (Pan American, Wheaton Precious)
33:35 Dundee Corp. stock (DC.A)
36:50 Orla Mining stock (OLA)
38:25 Rapid fire small cap questions (FMT-V, ECOR, Rare Earths, Uranium)
44:20 Rick’s Past Picks (ARX, TOU, PEY)
48:15 Rick’s Pro Picks (SII, EMX, XOM)
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
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
.
In the listener mailbag, Rick answers a round of questions across the resource spectrum. He says he’s a copper bull but believes it needs a break and discusses names like Freeport-McMoRan (FCX) and NGex (NGEX). He says he’s even more bullish on silver than he is on gold and suggests a number of ways to play it including New Pacific Metals (NUAG), Vizsla Silver (VZLA), AbraSilver (ABRA), Aya Gold & Silver (AYA), Pan American Silver (PAAS) and GoGold (GGD). He also shares his outlook on uranium suggesting that there is still upside in Cameco (CCJ) and gives perspective on rare earth players like Meteoric (MEI) and Aclara Resources (ARA.TO). He also weighs in on mining focused investment firm Dundee (DC.A.TO). From big caps to thinly traded juniors, Rick lays out what’s worth watching and what to avoid.
Amber and Rick walk through the performance of his past picks (ARX.TO, TOU.TO, PEY.TO) and of course, Rick reveals his latest Pro Picks. This time he highlights three very different opportunities: Sprott (SII.TO), the go-to brand for precious metals exposure; EMX Royalty (EMX), a fast-growing junior royalty company with a powerful merger story; and ExxonMobil (XOM), his low-risk bet on the future of energy. Together, they showcase how Rick is positioning for what he sees as a long runway ahead for commodities.
If you want insight on where to find value in today’s volatile markets—and which commodity plays he thinks are best positioned for the next decade—this is an episode you don’t want to miss.
Timestamps
00:00 Intro & details on swag giveaway
01:55 Rick Rule returns to the podcast and says we’re in the early innings of a gold price boom
05:30 How has the last 9-months informed Rick’s view on gold and the USD?
08:00 So is this like the 1970s?
10:20 What about the Dotcom era?
14:00 We’re in inning 3 of a 9 inning game when it comes to gold
16:00 Rick talks about the bank he’s building
20:00 ITM Mailbag: Copper, Ivanhoe Mines (IVN, FCX,NGEX)
24:30 Junior copper players
26:20 Rick’s more bullish on silver than gold, and tells us what he owns (New Pacific, Vista, Abra, Aya)
30:00 Not pure silver miners (Pan American, Wheaton Precious)
33:35 Dundee Corp. stock (DC.A)
36:50 Orla Mining stock (OLA)
38:25 Rapid fire small cap questions (FMT-V, ECOR, Rare Earths, Uranium)
44:20 Rick’s Past Picks (ARX, TOU, PEY)
48:15 Rick’s Pro Picks (SII, EMX, XOM)
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
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
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1 Stunde 8 Minuten
There’s no shortage of negativity in the real estate sector but Jeff Olin, one of Canada’s top real estate investors, believes there are opportunities to be had. The President & CEO of Vision Capital has built a track record of finding value in real estate when others miss it, and he shares where he’s bullish, where he’s cautious, and why supply and demand is his ultimate “North Star.”
He takes questions from our viewer mailbag, sharing a no-holds barred, unfiltered perspective on real estate stocks. He weighs in on Canadian Apartment REIT's (CAR.UN) struggles, the long-term outlook for Mainstreet Equity (MEQ), and what could come from H&R REIT's (HR.UN) strategic review. He also explains why Allied Properties (AP.UN) may have no choice but to cut its distribution, unpacks the messy Artis REIT (AX.UN) takeover deal, and gives his take on cold storage giant AmeriCold (COLD) and new IPO GO Residential (GO.U). If you’ve been watching these names, you’ll want to hear his candid insights.
Jeff ends the episode with his three high-conviction ideas: Chartwell Retirement Residences (CSH.UN), a seniors’ housing play with powerful demographic tailwinds; Dream Industrial REIT (DIR.UN), a deeply discounted industrial name with strong income and growth potential; and First Capital REIT (FCR.UN), which he calls the highest-quality grocery-anchored shopping center portfolio in the world.
Don’t miss this masterclass in navigating real estate investing from one of the sharpest minds in the sector.
Timestamps 00:00 Intro & info on swag giveaway
02:15 Jeff Olin’s approach to investing
06:00 Why he’s constructive on certain asset classes (and names which ones)
11:00 Why his M&A track record has been so good
13:00 Jeff’s thoughts on InterRent
17:15 Why Jeff is fairly neutral on office today
20:45 Jeff’s view the condo market right now
23:40 ITM Mailbag: Canadian Apartment REIT (CAP.UN)
26:30 Mainstreet Equity stock (MEQ)
30:00 H&R REIT (HR.UN)
33:00 Americold
36:50 Allied Properties REIT (AP.UN)
43:14 Artis REIT (AX.UN)
49:00 Go Residential (GO.UN)
54:00 Jeff’s Pro Picks (CHR.UN, DIR.UN, FCR.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
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
He takes questions from our viewer mailbag, sharing a no-holds barred, unfiltered perspective on real estate stocks. He weighs in on Canadian Apartment REIT's (CAR.UN) struggles, the long-term outlook for Mainstreet Equity (MEQ), and what could come from H&R REIT's (HR.UN) strategic review. He also explains why Allied Properties (AP.UN) may have no choice but to cut its distribution, unpacks the messy Artis REIT (AX.UN) takeover deal, and gives his take on cold storage giant AmeriCold (COLD) and new IPO GO Residential (GO.U). If you’ve been watching these names, you’ll want to hear his candid insights.
Jeff ends the episode with his three high-conviction ideas: Chartwell Retirement Residences (CSH.UN), a seniors’ housing play with powerful demographic tailwinds; Dream Industrial REIT (DIR.UN), a deeply discounted industrial name with strong income and growth potential; and First Capital REIT (FCR.UN), which he calls the highest-quality grocery-anchored shopping center portfolio in the world.
Don’t miss this masterclass in navigating real estate investing from one of the sharpest minds in the sector.
Timestamps 00:00 Intro & info on swag giveaway
02:15 Jeff Olin’s approach to investing
06:00 Why he’s constructive on certain asset classes (and names which ones)
11:00 Why his M&A track record has been so good
13:00 Jeff’s thoughts on InterRent
17:15 Why Jeff is fairly neutral on office today
20:45 Jeff’s view the condo market right now
23:40 ITM Mailbag: Canadian Apartment REIT (CAP.UN)
26:30 Mainstreet Equity stock (MEQ)
30:00 H&R REIT (HR.UN)
33:00 Americold
36:50 Allied Properties REIT (AP.UN)
43:14 Artis REIT (AX.UN)
49:00 Go Residential (GO.UN)
54:00 Jeff’s Pro Picks (CHR.UN, DIR.UN, FCR.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
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
51 Minuten
Markets are at record highs, but can the rally last? In this episode of In the Money with Amber Kanwar, renowned technical analyst Katie Stockton of Fairlead Strategies dives deep into the power of technical analysis explaining how she uses price trends, moving averages, MACD, stochastic oscillators, and relative strength ratios to spot market tops, breakouts, and buy signals. She shares why technicals became a crucial tool for investors after 2008, how they help manage risk, and why even long-term investors should respect what the charts are saying.
Katie and Amber cover the S&P 500, NASDAQ 100, and Russell 2000 at all-time highs, explaining why momentum remains strong despite short-term signs of exhaustion. They explore the TSX’s outperformance, gold’s breakout and its impact on gold miners, and how international markets are finally catching up to the U.S. Katie also explains why uranium ETFs are flashing bullish technical signals, why silver’s explosive move still has room to run, and why biotech ETFs like XBI and IBB may need more consolidation before moving higher.
They also dig into beaten-down names like Lululemon and UnitedHealth, showing how technical analysis can help investors find stabilization levels before buying.
In Pro Picks, Katie reveals two buy signals and one sell: Apple breaking out above resistance with fresh momentum, Blackstone generating a long-term momentum buy signal, and Visa showing a topping formation that could lead to further downside.
Whether you’re a trader searching for chart setups, an investor weighing AI-driven market leadership, or someone wondering if gold and uranium still have room to run, this episode delivers actionable, technically driven insights you won’t want to miss.
Check out Katie’s research trial at FairleadStrategies.com/trial
Timestamps
00:00 Show intro
02:20 Katie breaks down the basics of technical analysis
05:35 Do fundamentals and technicals work together?
08:45 Why 2008 was a turning point for technical analysis
10:45 What are Katie’s favourite predictive indicators?
14:30 What do the technicals say about the S&P 500 and longevity of the rally?
20:50 The parallels and difference between the dot com bubble and now
22:30 What about meme stocks?
25:50 The technicals on the TSX
30:15 Gold vs gold stocks
32:30 Uranium
34:50 Silver
36:00 Biotech
37:30 Lululemon stock (LULU)
40:35 United Health stock (UNH)
42:30 Katie’s Pro Picks (Buy AAPL & BX, Sell V)
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
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
.
Katie and Amber cover the S&P 500, NASDAQ 100, and Russell 2000 at all-time highs, explaining why momentum remains strong despite short-term signs of exhaustion. They explore the TSX’s outperformance, gold’s breakout and its impact on gold miners, and how international markets are finally catching up to the U.S. Katie also explains why uranium ETFs are flashing bullish technical signals, why silver’s explosive move still has room to run, and why biotech ETFs like XBI and IBB may need more consolidation before moving higher.
They also dig into beaten-down names like Lululemon and UnitedHealth, showing how technical analysis can help investors find stabilization levels before buying.
In Pro Picks, Katie reveals two buy signals and one sell: Apple breaking out above resistance with fresh momentum, Blackstone generating a long-term momentum buy signal, and Visa showing a topping formation that could lead to further downside.
Whether you’re a trader searching for chart setups, an investor weighing AI-driven market leadership, or someone wondering if gold and uranium still have room to run, this episode delivers actionable, technically driven insights you won’t want to miss.
Check out Katie’s research trial at FairleadStrategies.com/trial
Timestamps
00:00 Show intro
02:20 Katie breaks down the basics of technical analysis
05:35 Do fundamentals and technicals work together?
08:45 Why 2008 was a turning point for technical analysis
10:45 What are Katie’s favourite predictive indicators?
14:30 What do the technicals say about the S&P 500 and longevity of the rally?
20:50 The parallels and difference between the dot com bubble and now
22:30 What about meme stocks?
25:50 The technicals on the TSX
30:15 Gold vs gold stocks
32:30 Uranium
34:50 Silver
36:00 Biotech
37:30 Lululemon stock (LULU)
40:35 United Health stock (UNH)
42:30 Katie’s Pro Picks (Buy AAPL & BX, Sell V)
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
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
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58 Minuten
Value stocks are back and Canadian equities may finally be getting the recognition they deserve. In this episode of In the Money with Amber Kanwar, 40-year market veteran Kim Shannon, founder of Sionna Investment Managers, shares why she believes Canada and value investing are poised to outperform in the next decade, despite the market’s obsession with AI, growth, and U.S. mega caps.
Kim argues that we’re in the midst of a speculative market, with U.S. indexes trading at historically high P/E multiples. She points to the Schiller P/E as a warning signal, suggesting that U.S. equity returns could average just 1% over the next 10 years compared to 5–7% for Canada. With inflation sticking around, she explains why value stocks, especially in resource-rich, dividend-heavy markets like Canada, have the edge.
In the mailbag, Kim breaks down some of her current views on Canadian Tire (CTC.A) as a defensive retail name with a 4% yield, Alimentation Couche-Tard (ATD) as a compounder that’s been temporarily punished for its failed 7-Eleven bid, and CN Rail (CNR) as a long-term winner getting more attractive. She also discusses Rogers (RCI.B) and Quebecor (QBR.B), the telcos she likes, and explains why she’s avoiding REITs for now due to debt and lack of catalysts.
Then, in her Pro Picks segment, Kim reveals three high-conviction ideas: Bank of Nova Scotia (BNS) as a turnaround story in Canadian banking, Cenovus Energy (CVE) as a disciplined energy name with acquisition upside, and she lays out her gold strategy with Agnico Eagle (AEM) and Barrick Mining (ABX), marking a rare moment where she’s market-weight gold for the first time in her career.
Whether you’re looking for dividend-paying Canadian stocks, worried about U.S. tech valuations, or exploring ways to hedge against interest rate risk and inflation, this episode is packed with insights from one of Canada’s most respected value investors.
Recorded on: Wednesday September 10th, 2025
Timestamps
00:00 Show intro and info on swag giveaway
02:25 Kim says the world needs to wake up on Canadian and value stocks
04:30 Reconciling negative headlines on Canada and optimism on stocks
07:00 Why we’re in the third biggest speculative market this century
09:30 Why the U.S. market is likely reaching a peak
10:55 Is Kim a perma-bull on Canadian value?
13:00 You can see a recovery in value in Canada and Europe
15:00 The risk of rate cuts in this environment
20:50 ITM Mailbag: Canadian Tire stock (CTC.A.TO)
25:10 Couche-Tard stock (ATD.TO)
29:20 Are tariffs affecting where Kim wants to pull the trigger?
32:00 Does Kim have a favourite Canadian telco stock? (RCI.B, QBR.B, BCE)
36:15 Why Kim doesn’t own any REITs right now
38:00 Canadian railroad stocks (CN.TO, CP.TO)
42:40 Pro Picks (BNS.TO, CVE.TO, AEM.TO, ABX.TO)
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
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
Kim argues that we’re in the midst of a speculative market, with U.S. indexes trading at historically high P/E multiples. She points to the Schiller P/E as a warning signal, suggesting that U.S. equity returns could average just 1% over the next 10 years compared to 5–7% for Canada. With inflation sticking around, she explains why value stocks, especially in resource-rich, dividend-heavy markets like Canada, have the edge.
In the mailbag, Kim breaks down some of her current views on Canadian Tire (CTC.A) as a defensive retail name with a 4% yield, Alimentation Couche-Tard (ATD) as a compounder that’s been temporarily punished for its failed 7-Eleven bid, and CN Rail (CNR) as a long-term winner getting more attractive. She also discusses Rogers (RCI.B) and Quebecor (QBR.B), the telcos she likes, and explains why she’s avoiding REITs for now due to debt and lack of catalysts.
Then, in her Pro Picks segment, Kim reveals three high-conviction ideas: Bank of Nova Scotia (BNS) as a turnaround story in Canadian banking, Cenovus Energy (CVE) as a disciplined energy name with acquisition upside, and she lays out her gold strategy with Agnico Eagle (AEM) and Barrick Mining (ABX), marking a rare moment where she’s market-weight gold for the first time in her career.
Whether you’re looking for dividend-paying Canadian stocks, worried about U.S. tech valuations, or exploring ways to hedge against interest rate risk and inflation, this episode is packed with insights from one of Canada’s most respected value investors.
Recorded on: Wednesday September 10th, 2025
Timestamps
00:00 Show intro and info on swag giveaway
02:25 Kim says the world needs to wake up on Canadian and value stocks
04:30 Reconciling negative headlines on Canada and optimism on stocks
07:00 Why we’re in the third biggest speculative market this century
09:30 Why the U.S. market is likely reaching a peak
10:55 Is Kim a perma-bull on Canadian value?
13:00 You can see a recovery in value in Canada and Europe
15:00 The risk of rate cuts in this environment
20:50 ITM Mailbag: Canadian Tire stock (CTC.A.TO)
25:10 Couche-Tard stock (ATD.TO)
29:20 Are tariffs affecting where Kim wants to pull the trigger?
32:00 Does Kim have a favourite Canadian telco stock? (RCI.B, QBR.B, BCE)
36:15 Why Kim doesn’t own any REITs right now
38:00 Canadian railroad stocks (CN.TO, CP.TO)
42:40 Pro Picks (BNS.TO, CVE.TO, AEM.TO, ABX.TO)
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
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
52 Minuten
It's the biggest takeover battle in Canada right now. Adam Waterous returns to In the Money with Amber Kanwar to make his case for why MEG Energy shareholders should vote for his offer. As Founder & Executive Chairman of Strathcona Resources he’s going head-to-head against Cenovus in a high-stakes bidding war.
In this candid conversation, Adam explains why Strathcona raised its offer, what makes his all-share deal different from Cenovus’ largely cash bid, and why he believes MEG shareholders are leaving nearly $4 billion on the table if they don’t back his plan. He also tackles tough questions about shareholder concerns, Strathcona’s special dividend, and whether critics are right to call his stock “inflated paper.”
Adam lambastes MEG's board for never engaging with him from the very beginning and tells how much Cenovus should have fork over to outbid him.
If you want to understand what’s really at stake in the MEG Energy bidding war — and hear directly from the man behind one of the boldest plays in oil sands history — you won’t want to miss this interview.
Timestamps
00:00 Show intro & details for swag giveaway
02:15 Adam Waterous tells Amber why he increased his offer for MEG Energy
06:20 Adam makes his sales pitch for why MEG shareholders should tender to Strathcona
14:00 Questions about Adam’s argument
16:25 Break
16:50 What kind of feedback is Adam getting from MEG shareholders?
18:50 How far is Adam willing to go to get MEG?
21:35 Pushback of shareholders
25:20 Is Strathcona using ‘inflated paper’ for the transaction?
29:00 Adam on the special dividend
31:35 Are there options for M&A other than MEG?
36:10 Why won’t Adam just offer a 4-handle and be done with it?
39:15 Does MEG’s rejection feel personal?
42:10 Adam believes MEG’s board is not acting in the best interests of shareholders
44:50 Where is Strathcona in two years? Why Adam is bullish on Canada’s oil sector
46:50 Mike Larson of the Moneyshow tells viewers about the upcoming event in Toronto
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
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
Find tickets for Toronto’s MoneyShow at: https://toronto.moneyshow.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
.
In this candid conversation, Adam explains why Strathcona raised its offer, what makes his all-share deal different from Cenovus’ largely cash bid, and why he believes MEG shareholders are leaving nearly $4 billion on the table if they don’t back his plan. He also tackles tough questions about shareholder concerns, Strathcona’s special dividend, and whether critics are right to call his stock “inflated paper.”
Adam lambastes MEG's board for never engaging with him from the very beginning and tells how much Cenovus should have fork over to outbid him.
If you want to understand what’s really at stake in the MEG Energy bidding war — and hear directly from the man behind one of the boldest plays in oil sands history — you won’t want to miss this interview.
Timestamps
00:00 Show intro & details for swag giveaway
02:15 Adam Waterous tells Amber why he increased his offer for MEG Energy
06:20 Adam makes his sales pitch for why MEG shareholders should tender to Strathcona
14:00 Questions about Adam’s argument
16:25 Break
16:50 What kind of feedback is Adam getting from MEG shareholders?
18:50 How far is Adam willing to go to get MEG?
21:35 Pushback of shareholders
25:20 Is Strathcona using ‘inflated paper’ for the transaction?
29:00 Adam on the special dividend
31:35 Are there options for M&A other than MEG?
36:10 Why won’t Adam just offer a 4-handle and be done with it?
39:15 Does MEG’s rejection feel personal?
42:10 Adam believes MEG’s board is not acting in the best interests of shareholders
44:50 Where is Strathcona in two years? Why Adam is bullish on Canada’s oil sector
46:50 Mike Larson of the Moneyshow tells viewers about the upcoming event in Toronto
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
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
Find tickets for Toronto’s MoneyShow at: https://toronto.moneyshow.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
.
1 Stunde 10 Minuten
Stocks are soaring on AI hype but are investors missing the real risks? In this episode of In the Money with Amber Kanwar, legendary Wall Street strategist Larry McDonald, founder of the Bear Traps Report and author of the new book How to Listen When Markets Speak, explains why the next big rotation is already underway from overvalued tech stocks to overlooked hard assets.
Larry explains why gold, silver, copper, uranium, and even coal are crushing tech stocks like Nvidia and Meta, and why energy infrastructure is the overlooked key to the AI boom. He argues that the “Magnificent 7” may face significant drawdowns and explains why institutional investors are growing wary of the Mag 7 as capital expenditures skyrocket and return on invested capital becomes harder to justify.
In a wide-ranging discussion, Larry unpacks why inflation may prove stickier than markets expect, how monetary and fiscal policy are fueling a stagflation setup, and why the Fed’s easing could backfire, pushing even more capital into gold, silver, copper, uranium, and natural gas.
In the mailbag, Larry answers questions on copper demand in the robotics age, how to approach physical commodities vs equities, and why it’s time to start thinking seriously about junior miners. He also shares a contrarian take on Tesla and warns about growing debt risks, specifically in Europe.
Then, in his Pro Picks segment, Larry reveals three of his top trade ideas in this new market regime: shorting Nvidia through a leveraged ETF, going long natural gas via equities like Range Resources and Antero, and betting on coal as an unexpected winner of AI’s energy needs.
Whether you’re rethinking tech exposure, looking for real inflation hedges, or trying to understand how capital is rotating in a high-volatility world, this episode is packed with big-picture insight and tactical ideas you won’t want to miss.
The Bear Traps Report: https://www.thebeartrapsreport.com/
How to Listen When Markets Speak: https://www.amazon.ca/Listen-When-Markets-Speak-Opportunities/dp/0593727495
Timestamps
00:00 Welcome back & details for our swag giveaway
04:05 The Lehman story and Larry’s origin story
06:00 Larry’s new book and the migration of capital to hard assets
10:00 What about AI? Investing in commodities for the AI trade
14:30 Aren’t the commodities vulnerable?
16:30 But Microsoft & Nvidia are not Class of 2000 stocks
18:30 Are Larry’s clients ready to wean off the Mag 7?
21:30 Why Larry believes inflation will remain elevated
25:30 What kind of drawdown could investors be looking at?
29:00 The risk of Trump crushing the Fed’s credibility & stagflationary risk
33:30 When does the U.S. debt situation become an actionable accident
37:50 What is the struggling U.S. dollar telling us?
39:40 ITM Mailbag: Where is copper going in the next 1-3 years? (COPX)
44:00 Junior gold miners and Equinox Gold stock (EQX)
45:20 Foran Mining, uranium miners
46:20 Tesla stock (TSLA)
49:00 What’s the biggest risk in markets Larry sees right now?
52:35 Larry’s Pro Picks (short NVDA, long nat gas, long coal)
1:05:15 ETF Minute: CI Covered Call ETFs
1:09:45 Coming up: Adam Waterous
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
ETF Minute is brought to you by CI Global Asset Management. Find out more about the CI Covered Call ETFs here: https://funds.cifinancial.com/en/funds/ETFS/CIGoldGiantsCoveredCallETF.html?currencySelector=1&classId=455&redirect_type=class_id
https://funds.cifinancial.com/en/funds/ETFS/CITechGiantsCoveredCallETF.html?currencySelector=4&classId=455&redirect_type=class_id
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.
This segment of “In the Money" with George Lagoudakis ” has been paid in part by CI Global Asset Management.
This podcast is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or construed as an endorsement or recommendation of any entity or security discussed. Investors should seek the advice of professionals prior to implementing any changes to their investment.
Certain statements in this podcast are forward-looking that are predictive in nature, depend upon or refer to future events or conditions. Forward-looking statements are subject to risks, uncertainties and assumptions that could cause actual results to differ materially from those set forth. Although the forward-looking statements contained herein are based upon what CI Global Asset Management and the portfolio manager believe to be reasonable assumptions, neither CI Global Asset Management nor the portfolio manager can assure that actual results will be consistent with these forward-looking statements.
Certain statements contained in this podcast are based in whole or in part on information provided by third parties and CI Global Asset Management has taken reasonable steps to ensure their accuracy. Market conditions may change which may impact the information contained in this podcast.
Certain names, words, titles, phrases, logos, icons, graphics, or designs in this document may constitute trade names, registered or unregistered trademarks or service marks of CI Investments Inc., its subsidiaries, or affiliates, used with permission. All other marks are the property of their respective owners and are used with permission.
Commissions, management fees and expenses all may be associated with an investment in exchange-traded funds (ETFs). You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on recognized Canadian exchanges. If the units are purchased or sold on these Canadian exchanges, investors may pay more than the current net asset value when buying units of the ETF and may receive less than the current net asset value when selling them. Please read the prospectus before investing. ...
Larry explains why gold, silver, copper, uranium, and even coal are crushing tech stocks like Nvidia and Meta, and why energy infrastructure is the overlooked key to the AI boom. He argues that the “Magnificent 7” may face significant drawdowns and explains why institutional investors are growing wary of the Mag 7 as capital expenditures skyrocket and return on invested capital becomes harder to justify.
In a wide-ranging discussion, Larry unpacks why inflation may prove stickier than markets expect, how monetary and fiscal policy are fueling a stagflation setup, and why the Fed’s easing could backfire, pushing even more capital into gold, silver, copper, uranium, and natural gas.
In the mailbag, Larry answers questions on copper demand in the robotics age, how to approach physical commodities vs equities, and why it’s time to start thinking seriously about junior miners. He also shares a contrarian take on Tesla and warns about growing debt risks, specifically in Europe.
Then, in his Pro Picks segment, Larry reveals three of his top trade ideas in this new market regime: shorting Nvidia through a leveraged ETF, going long natural gas via equities like Range Resources and Antero, and betting on coal as an unexpected winner of AI’s energy needs.
Whether you’re rethinking tech exposure, looking for real inflation hedges, or trying to understand how capital is rotating in a high-volatility world, this episode is packed with big-picture insight and tactical ideas you won’t want to miss.
The Bear Traps Report: https://www.thebeartrapsreport.com/
How to Listen When Markets Speak: https://www.amazon.ca/Listen-When-Markets-Speak-Opportunities/dp/0593727495
Timestamps
00:00 Welcome back & details for our swag giveaway
04:05 The Lehman story and Larry’s origin story
06:00 Larry’s new book and the migration of capital to hard assets
10:00 What about AI? Investing in commodities for the AI trade
14:30 Aren’t the commodities vulnerable?
16:30 But Microsoft & Nvidia are not Class of 2000 stocks
18:30 Are Larry’s clients ready to wean off the Mag 7?
21:30 Why Larry believes inflation will remain elevated
25:30 What kind of drawdown could investors be looking at?
29:00 The risk of Trump crushing the Fed’s credibility & stagflationary risk
33:30 When does the U.S. debt situation become an actionable accident
37:50 What is the struggling U.S. dollar telling us?
39:40 ITM Mailbag: Where is copper going in the next 1-3 years? (COPX)
44:00 Junior gold miners and Equinox Gold stock (EQX)
45:20 Foran Mining, uranium miners
46:20 Tesla stock (TSLA)
49:00 What’s the biggest risk in markets Larry sees right now?
52:35 Larry’s Pro Picks (short NVDA, long nat gas, long coal)
1:05:15 ETF Minute: CI Covered Call ETFs
1:09:45 Coming up: Adam Waterous
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
ETF Minute is brought to you by CI Global Asset Management. Find out more about the CI Covered Call ETFs here: https://funds.cifinancial.com/en/funds/ETFS/CIGoldGiantsCoveredCallETF.html?currencySelector=1&classId=455&redirect_type=class_id
https://funds.cifinancial.com/en/funds/ETFS/CITechGiantsCoveredCallETF.html?currencySelector=4&classId=455&redirect_type=class_id
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.
This segment of “In the Money" with George Lagoudakis ” has been paid in part by CI Global Asset Management.
This podcast is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or construed as an endorsement or recommendation of any entity or security discussed. Investors should seek the advice of professionals prior to implementing any changes to their investment.
Certain statements in this podcast are forward-looking that are predictive in nature, depend upon or refer to future events or conditions. Forward-looking statements are subject to risks, uncertainties and assumptions that could cause actual results to differ materially from those set forth. Although the forward-looking statements contained herein are based upon what CI Global Asset Management and the portfolio manager believe to be reasonable assumptions, neither CI Global Asset Management nor the portfolio manager can assure that actual results will be consistent with these forward-looking statements.
Certain statements contained in this podcast are based in whole or in part on information provided by third parties and CI Global Asset Management has taken reasonable steps to ensure their accuracy. Market conditions may change which may impact the information contained in this podcast.
Certain names, words, titles, phrases, logos, icons, graphics, or designs in this document may constitute trade names, registered or unregistered trademarks or service marks of CI Investments Inc., its subsidiaries, or affiliates, used with permission. All other marks are the property of their respective owners and are used with permission.
Commissions, management fees and expenses all may be associated with an investment in exchange-traded funds (ETFs). You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on recognized Canadian exchanges. If the units are purchased or sold on these Canadian exchanges, investors may pay more than the current net asset value when buying units of the ETF and may receive less than the current net asset value when selling them. Please read the prospectus before investing. ...
54 Minuten
Real estate feels like it’s at a crossroads - office vacancies, condo challenges, and a housing affordability crisis. But for Michael Cooper, Chief Responsible Officer of Dream Unlimited, there are still pockets of big opportunity. In this episode of In the Money with Amber Kanwar, Michael speaks candidly about the risks weighing on Canadian real estate and the strategies that still deliver long-term growth.
Michael explains how Dream has navigated a brutal office cycle, why industrial and apartments remain resilient, and how diversified real estate can be both exhausting and rewarding. He shares his journey from boat washer to real estate leader, the mentors who shaped his career, and the unconventional management style behind Dream’s $28 billion portfolio.
He also dives into Canada’s housing crisis - why condo projects have stalled, why affordability is more about incomes than supply, and how government policy needs to shift. Plus, Amber and Michael tackle hot-button issues like immigration pressures, productivity decline, and Canada’s competitiveness compared to the U.S.
From REIT valuations and activist pressure to master-planned communities in Western Canada, this episode delivers a blunt, inside look at where money is really being made in real estate.
Whether you’re an investor curious about undervalued REITs, a homeowner watching the condo market, or just trying to understand how Canada can get its housing story back on track, Michael Cooper’s insights will change the way you think about property and policy.
Timestamps
00:00 Show intro
02:25 Why Michael calls himself the Chief Responsible Officer
03:30 Why Michael first got into real estate
06:30 What makes real estate investors different from other investors?
08:45 How did the ‘dream’ come to be?
09:50 Break
10:30 What is the value of Dream’s total assets?
12:40 How bad did it get for Dream Office and where are we today?
18:05 What will get people excited about the sector again?
20:45 Break
21:10 How bad is the condo market right now and how much worse can it get?
23:55 Why the housing and homelessness crisis more political than financial
26:40 What would it take for Michael to build right now? The issue is people don’t make enough money
28:35 The problem with immigration and Canada’s policies and why it’s important CEOs talk about it
33:15 What is Michael kicking the tires on right now?
37:40 M&A in the REIT sector and has Michael been looking at public market companies?
43:20 What’s the secret sauce to making money in real estate?
47:20 How do you build wealth in real estate?
50:20 What Michael has learned from his mistakes
52:00 Michael on affordable housing and explains that governments are open-minded to coming up wth solutions
52:55 How does Michael think about his legacy?
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.
With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information
Over the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at https://middlefield.com today.
Discover how The Murray Wealth Group can work for you by visiting https://MurrayWealthGroup.com. World Class Investing. Wealth built Together.
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.
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 Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
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
Contact: questions@inthemoneypod.com
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
Michael explains how Dream has navigated a brutal office cycle, why industrial and apartments remain resilient, and how diversified real estate can be both exhausting and rewarding. He shares his journey from boat washer to real estate leader, the mentors who shaped his career, and the unconventional management style behind Dream’s $28 billion portfolio.
He also dives into Canada’s housing crisis - why condo projects have stalled, why affordability is more about incomes than supply, and how government policy needs to shift. Plus, Amber and Michael tackle hot-button issues like immigration pressures, productivity decline, and Canada’s competitiveness compared to the U.S.
From REIT valuations and activist pressure to master-planned communities in Western Canada, this episode delivers a blunt, inside look at where money is really being made in real estate.
Whether you’re an investor curious about undervalued REITs, a homeowner watching the condo market, or just trying to understand how Canada can get its housing story back on track, Michael Cooper’s insights will change the way you think about property and policy.
Timestamps
00:00 Show intro
02:25 Why Michael calls himself the Chief Responsible Officer
03:30 Why Michael first got into real estate
06:30 What makes real estate investors different from other investors?
08:45 How did the ‘dream’ come to be?
09:50 Break
10:30 What is the value of Dream’s total assets?
12:40 How bad did it get for Dream Office and where are we today?
18:05 What will get people excited about the sector again?
20:45 Break
21:10 How bad is the condo market right now and how much worse can it get?
23:55 Why the housing and homelessness crisis more political than financial
26:40 What would it take for Michael to build right now? The issue is people don’t make enough money
28:35 The problem with immigration and Canada’s policies and why it’s important CEOs talk about it
33:15 What is Michael kicking the tires on right now?
37:40 M&A in the REIT sector and has Michael been looking at public market companies?
43:20 What’s the secret sauce to making money in real estate?
47:20 How do you build wealth in real estate?
50:20 What Michael has learned from his mistakes
52:00 Michael on affordable housing and explains that governments are open-minded to coming up wth solutions
52:55 How does Michael think about his legacy?
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.
With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information
Over the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at https://middlefield.com today.
Discover how The Murray Wealth Group can work for you by visiting https://MurrayWealthGroup.com. World Class Investing. Wealth built Together.
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.
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 Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
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
Contact: questions@inthemoneypod.com
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
31 Minuten
He turned a $19K house flip into a $2 billion real estate empire and his stock is up more than 4000% since going public. In this episode of In the Money with Amber Kanwar, Amber sits down with Bob Dhillon, CEO of Mainstreet Equity, to unpack how he built one of Canada’s most successful small-cap real estate stories.
Bob explains why mid-market, value-add apartments in Western Canada remain his competitive edge, how buying buildings at a fraction of replacement cost created long-term upside, and why he doubled down during downturns instead of retreating. He also shares how immigration shaped his entrepreneurial path, why he’s never sold a single share of Mainstreet, and what he sees as the future for housing affordability in Canada.
Over 25 years, Dhillon has grown Mainstreet to 18,600+ rental units with $270M in revenue, while delivering 14 straight quarters of double-digit returns. He reveals why he resisted the REIT model, why Toronto and Ontario didn’t fit his strategy, and how Western Canada’s overlooked markets provided him with runway others ignored.
Whether you’re an investor looking at small-cap opportunities, interested in real estate cycles, or curious about how one entrepreneur built a $2B empire from the trunk of his car, this episode is packed with insights on long-term conviction, value creation, and compounding returns.
Timestamps
00:00 Show intro
02:20 How did Bob get the name Bob Dhillon?
03:20 Bob’s origin story
06:00 How Bob got to Canada and created Mainstreet Equity
10:15 Break
11:00 The core principles of Mainstreet Equity
13:00 Why western Canada?
14:30 The stats on Mainstreet Equity
17:30 Mainstreet’s macro thesis
19:00 Why Bob loves Winnipeg + did he ever think about moving to Ontario & Quebec?
20:30 Break
21:00 Are more investors looking at western Canada? Are policies working?
24:00 Thoughts on U.S. relations and the trade war
25:45 Bob’s real estate outlook
27:00 What’s happened to the entrepreneurial spirit? Why has Mainstreet not become a REIT?
29:30 Why Bob has never sold one share of Mainstreet
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.
With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information
Over the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at https://middlefield.com today.
Discover how The Murray Wealth Group can work for you by visiting https://MurrayWealthGroup.com. World Class Investing. Wealth built Together.
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
Bob explains why mid-market, value-add apartments in Western Canada remain his competitive edge, how buying buildings at a fraction of replacement cost created long-term upside, and why he doubled down during downturns instead of retreating. He also shares how immigration shaped his entrepreneurial path, why he’s never sold a single share of Mainstreet, and what he sees as the future for housing affordability in Canada.
Over 25 years, Dhillon has grown Mainstreet to 18,600+ rental units with $270M in revenue, while delivering 14 straight quarters of double-digit returns. He reveals why he resisted the REIT model, why Toronto and Ontario didn’t fit his strategy, and how Western Canada’s overlooked markets provided him with runway others ignored.
Whether you’re an investor looking at small-cap opportunities, interested in real estate cycles, or curious about how one entrepreneur built a $2B empire from the trunk of his car, this episode is packed with insights on long-term conviction, value creation, and compounding returns.
Timestamps
00:00 Show intro
02:20 How did Bob get the name Bob Dhillon?
03:20 Bob’s origin story
06:00 How Bob got to Canada and created Mainstreet Equity
10:15 Break
11:00 The core principles of Mainstreet Equity
13:00 Why western Canada?
14:30 The stats on Mainstreet Equity
17:30 Mainstreet’s macro thesis
19:00 Why Bob loves Winnipeg + did he ever think about moving to Ontario & Quebec?
20:30 Break
21:00 Are more investors looking at western Canada? Are policies working?
24:00 Thoughts on U.S. relations and the trade war
25:45 Bob’s real estate outlook
27:00 What’s happened to the entrepreneurial spirit? Why has Mainstreet not become a REIT?
29:30 Why Bob has never sold one share of Mainstreet
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.
With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information
Over the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at https://middlefield.com today.
Discover how The Murray Wealth Group can work for you by visiting https://MurrayWealthGroup.com. World Class Investing. Wealth built Together.
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
51 Minuten
David Kassie is a legend on Bay Street. From building CIBC World Markets into a dominant force, to founding Genuity and transforming it into Canaccord Genuity, his fingerprints are on some of the most influential deals and institutions in Canadian finance. But in this episode of In the Money with Amber Kanwar, Kassie goes beyond the deals to talk candidly about the state of Canada’s capital markets and what needs to change.
This wide-ranging conversation covers everything from the art of the deal and what really drives great negotiation, to why Canada’s funding system is failing entrepreneurs and independent companies. Kassie shares stories from the early days of Genuity, including a billion-dollar build from zero and tells an insider story about how he knew Lehman Brothers was heading for collapse. He also explains why he believes the rise of private credit could be the next financial accident waiting to happen.
We dive into why Canada’s banking consolidation is choking liquidity, why independent dealers are disappearing, and how regulatory inaction has hurt innovation. He’s breaking new ground with his latest venture, Outcome Metric Asset Management, where the firm’s Canadian Equity Income Fund has earned the #1 Morningstar ranking in its category—out of several hundred funds—on a year-to-date basis over the past 12 months.
Kassie pulls from decades of experience in investment banking, merchant banking, and startup investing to share hard-earned lessons on culture, strategy, and the difference between winning fast and winning smart.
If you care about Bay Street, capital markets, private credit, or the future of innovation in Canada, this is a must-watch conversation with one of the most seasoned voices in Canadian finance.
Timestamps
00:00 Show intro
02:30 How David Kassie became one of Canada’s most legendary deal makers
04:50 What drives his entrepreneurial spirit?
07:15 The art of David Kassie’s deal
11:00 Break
11:40 What was David’s biggest win? The story behind Genuity
15:25 What was it like during the 2008 financial crisis?
17:00 The big problems with Canada’s funding environment
22:50 Break
23:20 How do you fight for space in the market?
25:30 There is not enough capital in Canadian markets to support entrepreneurs
27:30 What David has learned from his biggest mistakes
31:30 How David knew the financial crisis was coming (hint: it involves Lehman Brothers)
40:00 Why David thinks the next crisis could involve private credit
43:05 David’s new fund at Outcome Metric Asset Management and why he’s so proud of it
45:45 David’s view on what’s best for Canada’s future
Sponsors
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.
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
Over the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at middlefield.com today.
Discover how The Murray Wealth Group can work for you by visiting MurrayWealthGroup.com. World Class Investing. Wealth built together.
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
This wide-ranging conversation covers everything from the art of the deal and what really drives great negotiation, to why Canada’s funding system is failing entrepreneurs and independent companies. Kassie shares stories from the early days of Genuity, including a billion-dollar build from zero and tells an insider story about how he knew Lehman Brothers was heading for collapse. He also explains why he believes the rise of private credit could be the next financial accident waiting to happen.
We dive into why Canada’s banking consolidation is choking liquidity, why independent dealers are disappearing, and how regulatory inaction has hurt innovation. He’s breaking new ground with his latest venture, Outcome Metric Asset Management, where the firm’s Canadian Equity Income Fund has earned the #1 Morningstar ranking in its category—out of several hundred funds—on a year-to-date basis over the past 12 months.
Kassie pulls from decades of experience in investment banking, merchant banking, and startup investing to share hard-earned lessons on culture, strategy, and the difference between winning fast and winning smart.
If you care about Bay Street, capital markets, private credit, or the future of innovation in Canada, this is a must-watch conversation with one of the most seasoned voices in Canadian finance.
Timestamps
00:00 Show intro
02:30 How David Kassie became one of Canada’s most legendary deal makers
04:50 What drives his entrepreneurial spirit?
07:15 The art of David Kassie’s deal
11:00 Break
11:40 What was David’s biggest win? The story behind Genuity
15:25 What was it like during the 2008 financial crisis?
17:00 The big problems with Canada’s funding environment
22:50 Break
23:20 How do you fight for space in the market?
25:30 There is not enough capital in Canadian markets to support entrepreneurs
27:30 What David has learned from his biggest mistakes
31:30 How David knew the financial crisis was coming (hint: it involves Lehman Brothers)
40:00 Why David thinks the next crisis could involve private credit
43:05 David’s new fund at Outcome Metric Asset Management and why he’s so proud of it
45:45 David’s view on what’s best for Canada’s future
Sponsors
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.
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
Over the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at middlefield.com today.
Discover how The Murray Wealth Group can work for you by visiting MurrayWealthGroup.com. World Class Investing. Wealth built together.
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
53 Minuten
Ross Beaty has been building mining companies for 50 years. From Pan American Silver to Equinox Gold, his name is synonymous with the Canadian resource sector. In this episode of In the Money with Amber Kanwar the legendary mining entrepreneur explains why gold’s surge past $3,300 may have plenty of room left. He breaks down how central banks, geopolitical chaos, and a growing distrust of the U.S. dollar are driving demand—and why tight supply could keep prices elevated.
Amber and Ross discuss the underperformance of gold stocks vs bullion as well as the internal missteps and operational challenges that stalled Equinox Gold’s momentum. Beaty owns those missteps and lays out how the company is positioning for a rebound.
Beaty weighs in on Trump-era tariffs, M&A in the mining sector, and misguided critical mineral policy in Canada. Plus, he shares how Chinese mining firms are scooping up assets while Western investors remain gun-shy. Beaty also explains why he believes Bitcoin isn’t a real threat to gold’s dominance.
To end the interview, Ross shares the best and worst deals of his career, the Canadian mining leaders he admires, and why gold, silver, and copper still top his list. A must-watch for anyone investing in commodities, macro trends, or Canadian markets.
Timestamps
00:00 Show intro
01:05 Did Ross anticipate this big gold rally?
04:15 What is Ross’s guiding light when it comes to gold and what does the future hold?
11:15 Break
11:50 What usually drives a downside for gold?
14:00 Ross’s view on crypto and what it means for gold
16:20 The relationship between gold and gold stocks
18:50 Discussing gold companies and what’s coming for them
22:20 Break
22:45 M&A in the gold sector
26:10 What happened with Equinox Gold and what’s the path forward?
31:55 Why Ross believes he needs to talk candidly about the problems with Equinox
33:35 Has there been M&A interest in Equinox?
37:40 Who does Ross admire and why he thinks Canada is a great place for mining (and hopes it stays that way)
40:40 Ross’s rant on the obsession with critical minerals
44:20 Ross on renewable energy: Trump is the king of chaos
50:00 Rapid fire questions
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.
With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information
Over the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at https://middlefield.com today.
Discover how The Murray Wealth Group can work for you by visiting https://MurrayWealthGroup.com. World Class Investing. Wealth built Together.
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
Amber and Ross discuss the underperformance of gold stocks vs bullion as well as the internal missteps and operational challenges that stalled Equinox Gold’s momentum. Beaty owns those missteps and lays out how the company is positioning for a rebound.
Beaty weighs in on Trump-era tariffs, M&A in the mining sector, and misguided critical mineral policy in Canada. Plus, he shares how Chinese mining firms are scooping up assets while Western investors remain gun-shy. Beaty also explains why he believes Bitcoin isn’t a real threat to gold’s dominance.
To end the interview, Ross shares the best and worst deals of his career, the Canadian mining leaders he admires, and why gold, silver, and copper still top his list. A must-watch for anyone investing in commodities, macro trends, or Canadian markets.
Timestamps
00:00 Show intro
01:05 Did Ross anticipate this big gold rally?
04:15 What is Ross’s guiding light when it comes to gold and what does the future hold?
11:15 Break
11:50 What usually drives a downside for gold?
14:00 Ross’s view on crypto and what it means for gold
16:20 The relationship between gold and gold stocks
18:50 Discussing gold companies and what’s coming for them
22:20 Break
22:45 M&A in the gold sector
26:10 What happened with Equinox Gold and what’s the path forward?
31:55 Why Ross believes he needs to talk candidly about the problems with Equinox
33:35 Has there been M&A interest in Equinox?
37:40 Who does Ross admire and why he thinks Canada is a great place for mining (and hopes it stays that way)
40:40 Ross’s rant on the obsession with critical minerals
44:20 Ross on renewable energy: Trump is the king of chaos
50:00 Rapid fire questions
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.
With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information
Over the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at https://middlefield.com today.
Discover how The Murray Wealth Group can work for you by visiting https://MurrayWealthGroup.com. World Class Investing. Wealth built Together.
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
58 Minuten
Sun Life may be known for insurance—but under CEO Kevin Strain, it's become a $1.5 trillion force in global asset management. In this episode of In the Money with Amber Kanwar, we sit down with Strain to uncover how this 160-year-old Canadian company has transformed into the country’s largest asset manager, now rivaling industry titans like Brookfield.
Strain explains why Sun Life is going all-in on alternative assets like real estate, infrastructure, and private credit, and what that means for institutional and retail investors alike. He addresses the outflows at the company’s asset management arm and pushes back on the “problem child” label, revealing how that division continues to quietly generate close to a billion dollars a year in income. He also breaks down why Asia has become Sun Life’s biggest growth engine, and how its long-standing presence there gives it an edge.
The conversation covers Kevin’s outlook on the Canadian economy and why he believes short-term pain could lead to long-term strength. He also addresses concerns about the company’s U.S. health insurance business and shares how Sun Life is experimenting with AI across the firm.
Don’t miss this wide-ranging, honest conversation with one of Canada’s most influential CEOs.
Timestamps
00:00 Show Intro
02:10 Strain’s path to become the CEO of Sun Life
04:10 Sun Life’s history and reach
06:50 A lot of people don’t know Sun Life is an asset manager that’s bigger than Brookfield
10:35 Break
11:10 Understanding Sun Life’s asset management business
16:30 Sun Life’s massive Asia business
19:50 Break
20:20 What about tariffs?
25:15 Are the conditions right for Canadian companies to invest?
27:20 Strain on investing in alternatives like real estate
29:25 Sun Life’s real estate exposure
36:30 The U.S. health insurance business
42:00 What is Kevin worried about?
46:30 How is Sun Life using artificial intelligence?
50:00 What about acquisitions?
53:15 What was Kevin’s biggest mistake?
55:30 What does Kevin want to leave behind as his legacy?
Sponsors
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.
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
Over the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at middlefield.com today.
Discover how The Murray Wealth Group can work for you by visiting MurrayWealthGroup.com. World class investing. Wealth built together.
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
.
Strain explains why Sun Life is going all-in on alternative assets like real estate, infrastructure, and private credit, and what that means for institutional and retail investors alike. He addresses the outflows at the company’s asset management arm and pushes back on the “problem child” label, revealing how that division continues to quietly generate close to a billion dollars a year in income. He also breaks down why Asia has become Sun Life’s biggest growth engine, and how its long-standing presence there gives it an edge.
The conversation covers Kevin’s outlook on the Canadian economy and why he believes short-term pain could lead to long-term strength. He also addresses concerns about the company’s U.S. health insurance business and shares how Sun Life is experimenting with AI across the firm.
Don’t miss this wide-ranging, honest conversation with one of Canada’s most influential CEOs.
Timestamps
00:00 Show Intro
02:10 Strain’s path to become the CEO of Sun Life
04:10 Sun Life’s history and reach
06:50 A lot of people don’t know Sun Life is an asset manager that’s bigger than Brookfield
10:35 Break
11:10 Understanding Sun Life’s asset management business
16:30 Sun Life’s massive Asia business
19:50 Break
20:20 What about tariffs?
25:15 Are the conditions right for Canadian companies to invest?
27:20 Strain on investing in alternatives like real estate
29:25 Sun Life’s real estate exposure
36:30 The U.S. health insurance business
42:00 What is Kevin worried about?
46:30 How is Sun Life using artificial intelligence?
50:00 What about acquisitions?
53:15 What was Kevin’s biggest mistake?
55:30 What does Kevin want to leave behind as his legacy?
Sponsors
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.
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
Over the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at middlefield.com today.
Discover how The Murray Wealth Group can work for you by visiting MurrayWealthGroup.com. World class investing. Wealth built together.
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
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In the Money with Amber Kanwar
In the Money with Amber Kanwar brings you actionable ideas from top money managers to help you make profitable decisions.