AI has driven tech stocks to new heights — but are we starting to see cracks in the story? Amber Kanwar sits down with Shane Obata of Middlefield to find out whether the AI trade is running out of steam or just gearing up for its next phase. From Nvidia’s dominance to rising capital costs across the sector, Shane explains where investors should stay cautious and where the next wave of profits could come from — and why, in this market, all roads still lead to OpenAI.
In the Mailbag, Shane weighs in on AMD (AMD) and its new deal with OpenAI, why Taiwan Semiconductor (TSM) still shines despite China risks, and how Salesforce (CRM) stacks up against Microsoft (MSFT) in the software wars. He breaks down Meta’s (META) need for a new “shiny object,” calls Apple (AAPL) the ultimate safety trade, and explains how Amazon (AMZN)’s rebound in AWS shows its AI story is far from over.
In Pro Picks, Shane shares three fresh ideas beyond the Mag 7: Samsung Electronics, poised to benefit from a global memory crunch; Take-Two Interactive (TTWO), ready to soar on the back of Grand Theft Auto VI; and Alibaba (BABA), a contrarian bet on China’s tech revival. He also reveals the theme he says will define 2026 — power — the hidden force driving the entire AI buildout.
Timestamps
00:00 Show intro
02:10 It’s been a crazy year for tech, but you need to have it
04:50 Why was it a tough earnings season for tech and is this an opportunity ?
07:35 All roads lead to OpenAI
11:30 How do you responsibly allocate for AI?
16:00 ITM Mailbag: Advanced Micro Devices stock (AMD)
21:45 Taiwan Semiconductor Manufacturing stock (TSMC)
24:30 Salesforce stock (CRM)
28:30 Meta stock (META)
34:40 Amazon stock (AMZN)
37:25 Shopify stock (SHOP)
39:00 Constellation Software stock (CSU)
46:00 Shane’s Pro Picks ( Samsung, Take-Two Interactive, Alibaba)
Sponsors
For 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
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 week on In the Money with Amber Kanwar, it’s a different kind of conversation — no portfolio managers, no mailbag, just an honest, wide-ranging “good hang” with two Canadian heavyweights.
Amber sits down with bestselling author Howard Green, whose book Gimme a Crisis tells the remarkable story of former Scotiabank CEO Rick Waugh, who joins the conversation too. Together, they dive into the moments that defined Canada’s banking system — and Waugh’s extraordinary career — from Argentina’s collapse to the 2008 financial crisis and what came after. Along the way, they unpack why Canada’s banks emerged as some of the strongest and most stable in the world — and what lessons that strength holds for the future.
It’s part history, part leadership masterclass, and part storytelling gold — a rare glimpse into how crises shape character, business, and a nation.
Timestamps
0:00 Show intro
02:15 The story of how this book came to be
06:40 A book about Rick and the Canadian banking system
09:20 Numbers are important but personalities are just as important
11:00 Dealmaking, meeting Donald Trump and what it takes for Canada to win
14:30 Assessing risk and Canada’s banking sector
16:50 A crisis: the story of Scotiabank in Argentina
23:40 Scotia’s international expansion under Rick
28:00 Competition and Canadian banks in the U.S.
30:30 Opportunities for Canada’s banking sector. If the U.S. was a stock would you buy or short?
34:00 How can Canada get out of its own way?
36:40 The Financial Crisis
46:15 Parallels between today and the financial crisis
49:00 How EBITDA changed Rick’s life!
Sponsors
For 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
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
The Trump Trade is shaping the market right now. In this episode of In the Money with Amber Kanwar we sit down with Infrastructure Capital Management CEO Jay Hatfield to break down how the current wave of tariffs, deregulation, and government-backed investing is moving markets — and creating opportunities — in surprising places. From Washington’s national security bets to Silicon Valley’s political flip, this episode unpacks what the “Trump trade” means for stocks, sectors, and your portfolio.
Hatfield explains why America’s push into strategic industries like resources, chips, and AI is creating clear winners — and how to position yourself without getting caught in the hype. He also shares how “the Trump effect” is reigniting deal-making, unlocking private equity, and fueling what could be the next multi-year bull run.
From private equity giants to fast food staples, Jay takes listener questions on Brookfield (BN) vs. BlackRock (BLK) and whether private managers will dominate North American infrastructure. He breaks down why McDonald’s (MCD) could be a steady play for 2026, Pepsi (PEP) may have more upside after activist pressure from Elliott Management, and how Kimberly-Clark’s (KMB) deal for Kenvue (KVUE) could still deliver gains. Plus, his candid take on long-suffering Pfizer (PFE), why he trimmed his position in Broadcom (AVGO), utility players NextEra and Vistra (NEE, VST) and how to approach regional banks like Fifth Third (FITB) amid some credit fears.
In Pro Picks, Jay lays out his top “Trump trade” plays — KKR (KKR) and Apollo (APO) — benefit directly from deregulation, renewed M&A activity, and a friendlier environment for private capital. He’s still bullish on Amazon (AMZN) as a cost-cutting story with cloud upside, and sees big opportunity in Marvell (MRVL), a cheaper AI chip play that’s been unfairly punished.
Recorded on: Tuesday November 4th, 2025
Timestamps
00:00 Show intro
02:15 The Trump Administration is buying stakes in U.S. stocks, why, and what does it mean for the market?
05:15 Why this creating a bubble may not actually be a bad thing
08:25 If AI has the backing of the U.S. government does that make valuations less worrying?
11:10 Why tech makes up only a small portion of Jay’s portfolio
16:10 Is it time to look outside of the AI trade?
17:30 Is OpenAI an under appreciated risk?
19:30 Where are rates headed?
22:20 ITM Mailbag: Brookfield or Blackrock? (BN, BLK)
23:40 Mcdonald’s stock (MCD)
26:40 Pepsi stock
29:00 Kenvue & Kimberly Clark (KVUE, KMB)
31:40 Pfizer stock (PFE)
36:30 Broadcom stock (AVGO)
37:50 NextEra & Vistra (NEE, VST)
41:40 Fifth Third Bancorp (FITB)
44:15 Jay’s Pro Picks ( KKR, APO, AMZN, MRVL)
Sponsors
For 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
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, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
While everyone’s chasing the next tech trend, Kelsey Dunwoodie is digging where Canada’s real wealth—and entrepreneurial spirit—lies: in the ground. On this episode of In the Money with Amber Kanwar, the Deans Knight Capital Management portfolio manager lays out the bullish case for Canada’s great resource comeback. From gold miners to natural gas producers, she argues the next wave of growth will come from small and mid-cap companies built by hands-on founders who’ve weathered every boom and bust.
She breaks down why gold producers are flush with cash, how energy companies are positioning for the next upcycle, and why she’s steering clear of the rare earths hype—for now.
Kelsey fields questions across the resource landscape. She explains why she once owned Foran Mining (FOM.TO) but now prefers Taseko Mines (TKO.TO) for its consistent operations and better valuation. In forestry, she’s staying loyal to West Fraser Timber (WFG.TO), praising its management and ability to outperform through any housing cycle. On royalties, she says Franco-Nevada (FNV.TO) and Wheaton Precious Metals (WPM.TO) are proven powerhouses but highlights Topaz Energy (TPZ.TO) in the energy space. She also discusses Osisko Metals (OM.TO) and its Gaspe Copper Project, calling it a story to watch, and points to Equinox Gold (EQX.TO) as her largest gold position—a miner shifting from spending to strong cash generation.
Dunwoodie closes the show with three under-the-radar Canadian resource stocks she believes are set to outperform. Champion Iron (CIA.TO) leads the list, an iron ore miner entering a new phase of higher-margin, low-carbon production. She names Denison Mines (DML.TO) as her favorite way to play the uranium boom and global nuclear buildout. And rounding it out, Paramount Resources (POU.TO)—a family-run natural gas producer growing more than 20% a year without needing to raise a dime.
Timestamps
00:00 Show intro
02:30 How Kelsey got into resource investing
03:30 Why resources? It’s Canada’s Silicon Valley
07:10 What dedication really means!
08:30 The gold rally & gold producers
14:10 A new wave of M&A in the gold space
17:10 Why Kelsey likes both oil & gas
20:30 Energy small-caps are disappearing
22:00 Rare Earths, Lithium and figuring out a pathway to a final product
29:30 ITM Mailbag: Foran Mining stock (FOM)
32:55 The Lumber market & West Fraser Timber (WFG)
39:10 Wheaton Precious Metals & Franco Nevada, Topaz Energy
43:15 Osisko Metals (OM)
46:10 Equinox Gold (EQX)
50:40 Pro Picks (CIA, DML, POU)
1:04:40: ETF Minute: Middlefield’s Healthcare Dividend ETF (MHCD.TO)
Sponsors
For 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information
ETF Minute is brought to you by Middlefield. Find out more about the Middlefield Healthcare Dividend ETF here: https://middlefield.com/funds/exchange-traded-funds/healthcare-dividend-etf/
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
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.
MIDDLEFIELD DISCLAIMER
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
This material has been prepared for informational purposes only without regard to any particular user's investment objectives or financial situation. This communication constitutes neither a recommendation to enter into a particular transaction nor a representation that any product described herein is suitable or appropriate for you. Investment decisions should be made with guidance from a qualified professional. The opinions contained in this report are solely those of Middlefield Limited (“ML”) and are subject to change without notice. ML makes every effort to ensure that the information has been derived from sources believed to be reliable, but we cannot represent that they are complete or accurate. However, ML assumes no responsibility for any losses or damages, whether direct or indirect which arise from the use of this information. ML is under no obligation to update the information contained herein. This document is not to be construed as a solicitation, recommendation or offer to buy or sell any security, financial product, or instrument.
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 special episode of In the Money with Amber Kanwar, taped live from Vancouver at Raymond James’ National Business Conference, Amber sits down with Larry Adam, Chief Investment Officer at Raymond James Financial, who oversees more than $1.5 trillion in assets. Larry shares why he’s still bullish on equities, why fundamentals—not feelings—drive his outlook, and why he believes this bull market has years left to run.
They dig into it all — from AI’s staying power and rate cuts fueling growth, to whether gold’s rally has gone too far, and how fiscal policy, tariffs, and national security priorities are shaping markets. Larry also explains how investors should think about inflation, small caps, and the growing dominance of U.S. mega-cap tech — and where the next leg of market leadership could come from.
Larry’s Pro Picks highlight the sectors he believes will drive returns through 2026: Technology, Industrials, and Healthcare. From the ongoing AI revolution and global defense spending to the demographic demand powering healthcare innovation, he breaks down why these areas could remain the cornerstones of investor portfolios in the next phase of the bull market.
Larry strikes a confident but disciplined tone — reminding investors that while volatility may return, the long-term fundamentals remain strong. He’s staying the course, trusting the data over the noise, and betting that the best of this bull market is still ahead.
Timestamps
00:00 Show intro with Larry Adam, CIO, Raymond James
01:10 Larry talks about his approach to investing
02:40 Larry on the role of a CIO
03:25 Larry’s 6900 target for the S&P 500 and why we’re only halfway through the bull market
05:05 How to reconcile the market with the negative headlines
07:30 Rates, inflation & tariffs
09:45 Why Larry is more cautious on gold
11:20 Larry’s comfort level with AI
14:40 Tech and the S&P 500
16:30 Broadening in the S&P 500
18:00 Larry on U.S. fiscal policy
19:45 Why the World Cup, America’s 250th Anniversary and the U.S. Midterms will keep the economy on solid footing
20:25 Tariffs and the lack of market reaction
22:30 The Trump trade and understanding Trump’s strategic priorities
26:45 Expectations for small caps
30:50 Where does Larry get pushback?
33:10 How does fixed income play a role in portfolios?
35:10 Larry’s Pro Picks (tech, industrials, healthcare)
Sponsors
For 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
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
Can you really have it all — growth and income? Rob Lauzon, Chief Investment Officer at Middlefield, says yes. In this episode of In the Money with Amber Kanwar, he explains why dividend stocks are finally back in the spotlight — and why some of the biggest opportunities may be hiding in the most unloved corners of the market.
From oil producers to pipelines and REITs, Rob breaks down where he’s finding value, yield, and upside in a market obsessed with AI. He shares his outlook on oil, gold, and the political shift that could breathe new life into Canada’s resource sector — and why he believes energy investors are entering a new era of disciplined balance sheets and shareholder returns.
Amber and Rob tackle your questions on gold, pipelines (ENB, TRP, PPL), and energy names like Whitecap (WCP). They discuss possible tie-ups in the resource sector, with Rob suggesting a Barrick-Newmont deal could be a possibility. They also get into the outlook for REITs, from Dream Industrial (DIR.UN) to Northwest Healthcare (NWH.UN), and discuss whether Equitable Bank (EQB) has become a contrarian buy after its recent pullback.
In Pro Picks, Rob shares three dividend-paying stocks that combine value, income, and serious upside — from Canadian Apartment REIT (CAR.UN) to Tourmaline (TOU) and U.S. regional bank Western Alliance (WAL). His theme this week? You can have it all — growth + income.
Timestamps
00:00 Show intro
02:20 Rob’s investment style and where energy fits in
04:30 The evolution of investing in energy
09:00 The politics question & the foreign investor question
13:30 Do companies have conviction that things are really getting better in the oil patch?
15:00 Oversupply and oil prices
17:00 Why Rob is finding value & income in the energy sector
21:10 What happens if the AI bubble bursts?
22:10 ITM Mailbag: gold
27:55 Pipeline & Royalty stocks (TOP, ENB, PPL, Southbow, Gibson)
33:00 Whitecap Resources stock (WCP)
32:35 Northwest Healthcare (NWH.UN)
34:40 Dream Industrial REIT
48:05: EQB stock
41:00 Rob’s Pro Picks (CAR.UN, TOU, Western Alliance Bank)
Sponsors
For 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
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 a market obsessed with momentum and AI hype, Ryan Bushell is betting on something far less flashy — patience, discipline, and dividends. On this episode of In the Money with Amber Kanwar, the Newhaven Asset Management CEO proves that being a younger investor with an old-school mindset can still outperform. His focus: companies that can compound for decades, not just quarters.
Bushell breaks down why rising power demand is reshaping the investment landscape and why “boring” sectors like utilities and infrastructure might hold the most exciting opportunities ahead. In the mailbag, he tackles listener questions on Canadian Natural Resources (CNQ.TO), he addresses the Cenovus–MEG–Strathcona saga, the Canadian banks, Thomson Reuters (TRI.TO), K-Bro Linen (KBL.TO), and Fortis (FTS.TO) — weighing where value still exists after record highs.
And in Pro Picks, Bushell shares his favourite long-term compounders hiding in plain sight: Pembina Pipeline (PPL.TO), ARC Resources (ARX.TO), and Brookfield Infrastructure (BIP.UN) — steady names built for investors who’d rather win slowly than chase the next flashy thing.
Timestamps
00:00 Show intro
02:00 Ryan’s conservative approach to investing and forming his style during the GFC
07:40 Starting Newhaven Asset Management
10:40 Ryan’s view of the current market
13:10 Can you be bearish on AI spending but still like some of the sectors involved
17:05 Ryan’s view on gold
20:20 Why Ryan is sitting on cash right now
23:10 ITM Mailbag: CNQ stock
29:00 Canadian banks
32:25 Thomson Reuters stock (TRI)
35:00: K-Bro Linen stock (KBR)
38:40 Fortis stock (FTS)
42:40 Ryan’s Pro Picks (PPL, ARX, BIP.UN)
Sponsors
For 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
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, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
Stocks are at record highs — so why does it still feel like everyone’s on edge? Amber Kanwar sits down with Craig White, Senior Wealth Advisor and Portfolio Manager at Plena Wealth which is part of Raymond James, to unpack what he calls “the most unloved bull market ever.” They dig into how to stay invested when anxiety is high, why sentiment and fundamentals are clashing, and how his core vs. explore framework helps take the emotion out of investing.
In the Mailbag, Craig tackles listener questions on key trades shaping the market right now. He explains why gold’s massive run might be due for a breather, even as the long-term bull case remains intact. He breaks down the surprising strength in the Canadian banks — from TD (TD.TO) and RBC (RY.TO) to the rest of Canada’s dividend heavyweights — and what’s really driving those stocks higher. He also weighs in on whether the telcos are finally coming out of the penalty box, with Rogers (RCI.B.TO) leading the charge, and gives his take on U.S. names like Netflix (NFLX), Tesla (TSLA), and Intel (INTC). And yes — he even weighs in on Pool Corp (POOL) and what investors can learn from Warren Buffett’s latest buy.
In Pro Picks, Craig shares three of his top ideas for the months ahead. He’s buying Nike (NKE) as a turnaround story that’s getting back to its core business. He sees Intact Financial (IFC.TO) as a steady, underappreciated compounder with world-class management. And he’s backing Tourmaline (TOU.TO) as the best way to play the coming demand for natural gas — and the energy needed to power the AI revolution.
Timestamps
00:00 Show intro
02:05 Investors are fearful but stock are hitting records, what’s going on?
04:20 Is credit quality still robust, what about the cracks in U.S. regional banks last week?
06:00 Understanding Craig’s Core vs. Explore approach
10:10 This is a hated bull market
12:30 ITM Mailbag: gold stocks
16:30 TD Bank stock (TD)
24:20 Royal Bank stock (RY)
27:20 Telcos & Rogers stock (RCI.B)
32:45 Netflix stock (NFLX)
37:40 Tesla stock (TSLA)
40:50 Intel stock (INTC)
43:20 Pool Corp stock (POOL)
46:30 Craig’s Pro Picks (NKE, IFC, TOU)
Sponsors
For 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information.
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
Raymond James Ltd. is regulated by the Canadian Investment Regulatory Organization ("CIRO") and is a Member of the Canadian Investor Protection Fund.
In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.
Contact: questions@inthemoneypod.com
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
.
“The best of the bull market is still ahead of us.” That’s how Nick Griffin, Founding Partner and CIO of Munro Partners, sees it. The Australia-based global growth investor joins In the Money with Amber Kanwar to explain why the AI boom isn’t a bubble — it’s the start of a once-in-a-generation expansion. Griffin says we’re only in year three of a bull market that could last a decade, with trillions of dollars still to be spent building the infrastructure for artificial intelligence. From data centers and chipmakers to clean energy and sports entertainment, he breaks down where the biggest opportunities lie — and why staying optimistic could be the smartest move in markets right now.
He also weighs in on the U.S.–China trade war, why Taiwan Semiconductor (TSM) is both a risk and an opportunity, and how global tensions could shape the race to dominate AI.
In the Mailbag, Amber and Nick dive into listener questions on some of the world’s biggest growth names — including Shopify (SHOP) and its OpenAI partnership, Salesforce (CRM) and its fight to stay relevant, Intuitive Surgical (ISRG) as an AI-in-healthcare leader, and why Mastercard (MA) continues to beat every disruption story thrown its way. Griffin also explains why Constellation Energy (CEG) has become an unlikely growth stock, and what he admits he got wrong about Palantir (PLTR).
In Pro Picks, Griffin shares his three highest-conviction ideas: Nvidia (NVDA), still his top holding even after its massive run; Contemporary Amperex Technology (CATL), the battery giant powering the clean-energy transition; and TKO Group (TKO), the UFC–WWE parent company capitalizing on the unstoppable rise of live sports.
Timestamps
00:00 Show intro
03:30 Why Nick thinks the best of the bull market is still in front of us
05:20 Comparing the AI revolution to the first time you got an iPhone
06:50 Is it valid to compare this time to the dotcom bubble?
08:20 Nick is in the camp this is a boom, don’t be scared of the boom
10:20 What about the circular nature of some of these AI deals?
11:50 Why Nick listens to everything Nvidia’s Jensen Huang says
15:50 How Nick handled the downturn in 2022
18:00 What about U.S.-China tensions and what that means for the AI revolution
19:25 Why AI is just one-third of Nick’s global growth fund. Why he’s focused on climate and sports too
22:25 ITM Mailbag: Shopify (SHOP) stock
25:25 Taiwan Semiconductor (TSMC) stock
28:30 Salesforce stock (CRM)
31:00 Nick’s thoughts on quantum
33:25 Intuitive Surgical stock (ISRG)
35:40 Visa & Mastercard stocks (V, MA)
38:30 Constellation Energy stock (CEG)
40: 50 Palantir stock (PLTR)
42:45 Nick Griffin’s Pro Picks (NVDA, CATL, TKO)
Sponsors
For 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.
This segment has been paid in part by CI Global Asset Management. Find out more at: https://www.cifinancial.com/ci-gam/ca/en/index.html
Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more information
Links
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https://facebook.com/profile.php?id=61569721774740
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DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
This segment of “In the Money" with Nick Griffin ” 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.
The opinions expressed in the communication are solely those of the author(s) and are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed.
The author and/or a member of their immediate family may hold specific holdings/securities discussed in this podcast. Any opinion or information provided are solely those of the author and does not constitute investment advice or an endorsement or recommendation of any entity or security discussed or provided by CI Global Asset Management.
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.
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Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compounded total returns net of fees and expenses payable by the fund (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all dividends/distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds are not guaranteed, their values change frequently, and past performance may not be repeated.
This mutual fund is an alternative fund. It has the ability to invest in asset classes or use investment strategies that are not permitted for conventional mutual funds. The specific strategies t...
Mike Rose built Tourmaline into Canada’s largest natural gas producer — and he’s not done yet. In this episode of In the Money with Amber Kanwar, the veteran energy executive explains how Tourmaline went from zero to industry leader, why he’s betting on LNG exports, and what AI and data centres mean for the future of natural gas demand.
Rose breaks down the current slump in Alberta gas prices — and why he thinks a turnaround is just weeks away. He also defends Tourmaline’s ambitious capital spending plans, shares what the market is missing about their long-term strategy, and reveals how the company keeps rewarding shareholders with those famous special dividends.
From the electrification boom to the global LNG race, Rose lays out why he believes Canada is finally on the path to becoming an energy superpower — and what it will take to get there.
Don't miss this interview if you want an inside look at the strategy, vision, and staying power behind one of Canada’s great energy success stories.
Timestamps
00:00 Show intro
01:50 Tourmaline’s origin story
05:30 Tourmaline’s edge over other nat gas players
07:50 Why Mike thinks nat gas prices will move up in a few weeks
13:50 What’s Canada doing on the LNG front?
15:00 The global gas market
17:00 Tourmaline’s space in the market
20:55 Tourmaline’s spending plans
28:13 Cross Border Investing with Darren Coleman from Portage Wealth of Raymond James
31:15 Mike on Tourmaline’s dividends
33:15 Mike on deals in the oil & gas sector
37:15 AI, gas demand and the future of the industry
45:50 How can Canada be an energy superpower?
50:00 Mike says foreign players are getting more interested in Canada
51:20 What needs to change for Canada and Canadian gas producers
53:50 The reality of the Canada/U.S. energy relationship
55:50 What’s next for Mike Rose and his vision for Tourmaline
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
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.
#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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
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
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
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
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
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
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
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
.
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
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
.
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
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
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/
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DISCLAIMERS
The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
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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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
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
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
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
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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
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
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.
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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. ...