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Explore every episode of the podcast In the Money with Amber Kanwar

Dive into the complete episode list for In the Money with Amber Kanwar. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
In the Money Podcast Trailer14 Jan 202500:01:15

In the Money with Amber Kanwar brings you actionable ideas from top money managers to help you make profitable decisions. As one of Canada’s most recognizable business journalists and the former host of BNN Bloomberg’s Market Call, join Amber as her guests answer your questions on individual stocks and offer their best investment ideas.

Quantum is like Bitcoin in 201314 Jan 202500:52:17

In our inaugural episode Eric Jackson, Founder & President of EMJ Capital joins Amber to talk all things tech, crypto and AI. He also answers your questions and explains why he’s so bullish on quantum computing. Plus, he offers his ‘Pro Picks’ his top three investment ideas which include quantum names and a beaten down growth play he says has big upside.   

Timestamps 

For detailed show notes, navigate using the timestamps below:

0:00-1:00: In the Money promo 

1:00-11:00: Intro & about Eric 

11:00-13:35: The current market tantrum 

13:35-22:00: Eric explains why he’s so bullish on quantum computing
22:00-26:30: Eric discusses Jensen Huang’s comments on quantum
26:30-41:30: Eric answers questions on Nvidia, MicroStrategy, Opendoor, Carvana and Apple 

41:30-51:00: Eric’s Pro Picks
51:00-52:00: Swag Giveaway & Goodbye 

Sponsors

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en


Follow Eric Jackson:

X: https://x.com/ericjackson?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

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.

What Rick Rule is Buying 16 Jan 202500:47:53

Rick Rule isn’t worried about Donald Trump’s tariff threats on Canada. He thinks there are lots of buying opportunities in Canadian mining and energy. In this interview, he explains why gold will do well because of simple arithmetic, why buying Canadian oil & gas is a no-brainer and he offers his top three investment ideas.

Timestamps 

For detailed show notes, navigate using the timestamps below:

0:00: Amber & Executive Producer Jillian chat
4:04: About Rick & he confirms he’s a gold bug 
8:55: Rick gives his outlook on gold, talks tariffs
16:00: Mailbag questions on Lundin companies, Equinox Gold, Osisko Development, Nutrien & Potash
29:25: More mailbag questions on gold & silver miners vs. ETFs, the business case for Canadian oil & gas, outlook for oil & gas
37:35: Rick’s Pro Picks 

Sponsors

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

Follow Rick Rule:

X: https://x.com/RealRickRule?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

He’ll look at your portfolio for free!: https://www.ruleinvestmentmedia.com/

Attend the Rule Symposium on Natural Resource Investing, July 7-11 in Boca Raton, FL

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.

Is the Tariff Squeeze a Buying Opportunity for Oil & Gas Stocks?21 Jan 202500:50:53

The price of oil is up, but Canadian energy stocks have been weighed down by the threat of tariffs. Prominent oil & gas investor Eric Nuttall thinks uncertainty over a trade war is creating massive opportunities in the Canadian energy sector. In this interview with Amber he explains why he remains bullish, answers your questions and tells us what he’s buying (and selling). 

Timestamps 

For detailed show notes, navigate using the timestamps below:

0:00: In the Money Trailer
2:00: Amber & Eric chat about Canadian oil & gas and what Trump’s tariff threats mean for the sector
19:20: In the Money Mailbag: Eric answers your questions on CNQ, Baytex Energy, Whitecap Resources, natural gas & Mark Carney
35:50: Eric’s Pro Picks
49:50: Swag giveaway & goodbye

Sponsors

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 


Follow Eric Nuttall:

X: https://x.com/ericnuttall

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.

How DeepSeek Caused a $1 Trillion Sell-Off28 Jan 202500:41:00

Chinese AI startup DeepSeek sparked a massive tech sell-off after unveiling an artificial intelligence chatbot that it says uses much cheaper chips. The revelation raised big concerns about chipmaker valuations, specifically that of AI darling Nvidia which saw roughly $600 billion wiped from its market cap. The plunge in Nvidia accounts for more than half of the overall $1 trillion tech wreck. But disruptive tech investor Ivana Delevska thinks the plunge in tech shares is a buying opportunity. In this interview on In the Money with Amber Kanwar, Ivana explains why DeepSeek only strengthens the Nvidia thesis, she answers your questions and crucially tells us what tech stocks she’s buying right now.  

Recorded on: Monday, January 27th, 2025

Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Amber & Jillian chat
1:45: Amber & Ivana chat about DeepSeek & Nvidia
17:30: In the Money Mailbag: Ivana answers your questions on Tesla, Palantir, Google, GE Verona, quantum computing and Shopify
32:30: Ivana’s Pro Picks
40:50: Goodbye & coming up next 


Sponsors

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en


Follow Ivana:

X: https://x.com/ivanaspear?lang=en


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.

When Crisis Creates Opportunity23 Jan 202500:54:08

There is no shortage of uncertainty for the market but John Zechner & Frances Horodelski think 2025 could be a good year for Canadian stocks. On this episode of In the Money with Amber Kanwar, Amber gets two of her all-time favourite guests together to discuss where investors can find opportunities amidst tariff woes and slumping economic performance in Canada. John and Frances answer your questions and the interview caps off with John’s top three investment ideas.  

Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show Intro
1:10: Amber chats with two of her all-time favourite guests
11:30: In the Money Mailbag: John & Frances answer your questions on energy stocks, BCE, Lightspeed, Laurentian Bank, U.S. banks, Netflix and United Health
46:40: John Zechner’s Pro Picks 
52:40: Swag giveaway & coming up 


Sponsors

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 


Follow John: https://x.com/jzechner56

Follow Frances and subscribe to her blog: https://x.com/fhoro, https://franceshorodelski.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.


Cisco was the Nvidia of 199930 Jan 202500:46:56

Is Nvidia this era’s Cisco? Mark Sebastian, Founder of the Option Pit, gives a history lesson on tech and reminds us why it’s important to remember what happened during the dotcom bubble. In this interview on In the Money with Amber Kanwar he reveals some of his contrarian ideas and suggests some unloved stocks that he thinks are worth a look, specifically a couple of turnaround plays he’s putting his money on right now. 


Recorded on: Wednesday January 29th, 2025


Timestamps 

For detailed show notes, navigate using the timestamps below:

0:00: Show Open- Mark says he’s going to be uncensored! 

1:30: Amber & Mark chat and Mark reminds us to look back to the dotcom bubble

9:00: Mark isn’t too concerned about tariffs 

12:00: Mark gives his outlook on rates and the bond market 

13:50: In the Money mailbag: Mark answers your questions on Intel, Tesla, Meta, Apple and energy stocks
 37:30: Mark’s Pro Picks 

46:00: Goodbye & coming up  


Sponsors
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 


Follow Mark Sebastian:

X: https://x.com/OptionPit

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.

How to Ignore Tariffs and Make Money04 Feb 202500:44:31

Markets are getting whipsawed around by the threat of tariffs and uncertainty about whether they will actually happen. How do you invest in that environment? Barry Schwartz of Baskin Wealth says he is buying. On this episode of In the Money with Amber Kanwar, Barry explains how he can still invest despite the threat of tariffs, explains why he rarely owns stocks in Canada, and tells us what he's buying right now. 

Recorded on: Monday February 3rd, 2025

Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show open with producer Jillian
1:15: Amber & Barry chat about trade war volatility, the U.S. vs Canada and why he’s buying
16:15: More on Trump’s tariffs
20:00: In the Money mailbag: Barry answers your questions on Adobe, Vail Resorts, Alphabet’s CDR, Canadian Pacific Kansas City, CCL Industries and Live Nation
34:30: Barry’s Pro Picks
44:00: Goodbye & coming up 


Sponsors

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en

Follow Barry:

X: https://x.com/BarrySchwartzBW

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 


Investing So You Can Sleep at Night 06 Feb 202500:47:13

The threat of a trade war and political uncertainty in Canada are enough to keep you up at night. In this episode of In the Money with Amber Kanwar, Martin Pelletier of Trivest Wealth tells us how investors can reduce risk. He talks about why it's important to preserve capital, not just grow it. He answers your questions and gives his best investing ideas for a portfolio that will allow you to rest easy. 

Recorded on: Wednesday February 5th, 2025

Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show intro with Martin 

1:10: Amber & Martin chat tariffs, Canadian politics and risk management 

15:40: Martin answers two questions on Baytex Energy 

21:45: Martin explains what a trade war with China means for stocks like Apple & Tesla 

28:45: Martin answers a question on silver and $SILJ 

30:30: Martin answers a question about the Canadian dollar and the outlook for Canadian stocks 

35:00: Martin answers a question on how tariffs may affect mortgage rates 


Sponsors

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

Follow Martin:

X: https://x.com/MPelletierCIO


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.


The All About Crypto Show11 Feb 202500:36:55

Whether you've invested in crypto or never touched it, this episode is for you. Matt Hougan of Bitwise joins In the Money with Amber Kanwar to talk about what drew him from traditional finance to crypto. He explains why he thinks Bitcoin can hit $200,000, he tells us what he's buying, and what he wouldn't touch with a 10-foot pole.

Recorded on: Monday February 10th, 2025


Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: show intro 

1:30: Matt talks time horizons and how much crypto you should own
4:00: Matt tells us how he went from tradfi to defi

6:15: Crypto regulations, the Trump Administration and crypto’s real world impact
12:20: Why the right kind of regulations are important
15:50: Matt answers a question on the price of Bitcoin and why it could hit $200,000 by year-end
17:00: Matt explains why Ethereum is languishing
21:30: Matt tells us which meme coins appear legit and which ones he wouldn’t touch
25:00: Matt tells us his thoughts on DOT & AVAX
26:30: Matt’s thoughts on NFTs
28:45: Matt’s Pro Picks
36:00: Goodbye & coming up 


Sponsors
​​This episode is sponsored by BMO InvestorLine. Trade confidently with their easy-to-use direct investing platform, packed with research, tools, and commission-free trading on over 100 popular ETFs. Learn more at bmo.com/InvestorLine?ecid=pr-2886232INV1-JNBMO14

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en

Follow Matt:

X: https://x.com/Matt_Hougan

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.


Is This a Tech Boom or Bubble? 13 Feb 202501:08:34

Tech stocks have come under pressure recently but this isn't the start of a bust, says veteran tech investor Ross Gerber of Gerber Kawasaki. He joined In the Money with Amber Kanwar and says we are in a tech boom, not a bubble. He shares his battle scars from the 2000s, tells us why he’s been selling Tesla and names his best ideas right now. 

Recorded on: Wednesday February 12th, 2025


Timestamps 

For detailed show notes, navigate using the timestamps below:

:00: Ross Gerber intro
1:25 Why tech will do well
5:45 There’s no second to Nvidia
15:00: Elon was the GOAT now it’s Jensen Huang
16:00: Looking back at Steve Jobs, why Tesla needs a Tim Cook & why Apple will innovate
19:45: Comparing now to the dotcom bust
26:00: What if the Fed doesn’t cut rates this year? 

28:00 The ITM Mailbag
28:30: Is Reddit the new Meta?
32:00: You don’t have to be smart to make a lot of money
36:00: Ross’s top cybersecurity pick
40:00: Why Ross invested in X and how it’s going
45:00: Would Ross buy the dips on Shopify?
48:00: How will SNAP perform over the next 6 months?
49:35: Why Ross is selling some Tesla
57:00 Ross’s Pro Picks
1:07:40: Goodbye & coming up


Sponsors
​​This episode is sponsored by BMO InvestorLine. We all want to make the most of our investments. That’s why BMO InvestorLine is here. Their easy-to-use platform, packed with tools, resources, and commission-free trading on over 100 popular ETFs, can help you trade with confidence and take control of your financial future. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en

Follow Ross:

X: https://x.com/GerberKawasaki

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.


10 Dividend Paying Stocks From a $5BN Fund Manager 18 Feb 202500:53:36

Dividend investing isn't just about telecoms and utilities. In this episode we talk to Evan Mancer, president & CIO of Cardinal Capital Management about stocks that don't just pay a dividend but are growing their dividend. He tells In the Money with Amber Kanwar why he likes ‘boring’ dividend paying stocks, why he started to dabble in activism and names three great stocks to buy now.  #stocks #investing  #stockstobuy #trading #dividends #stockstowatch

Timestamps 

For detailed show notes, navigate using the timestamps below:

0:00: Show intro 
2:00: Mancer’s approach to investing
4:00: Why is the market so resilient?
6:00: Why everyone could use more ‘boring’ in their portfolios
7:00: Why Mancer has started to dabble in activist investing
10:25: The In the Money Mailbag
10:30: Is the rally in Gildan vindication of the activist efforts?
14:00: Would Mancer follow an activist into Air Products?
18:00: Is TD bank a buy + Mancer’s favourite Canadian bank
27:30: Are Canadian telecom dividends safe?
32:30: Is there any hope that Saputo will recover?
36:00: What does RFK Jr. mean for pharma stocks and investors?  Plus, Mancer’s top pharma play
40:40: What are the catalysts for Canadian Tire
43:40: Evan Mancer's Pro Picks
52:40: Goodbye & coming up 


Sponsors
​​This episode is sponsored by BMO InvestorLine. We all want to make the most of our investments. That’s why BMO InvestorLine is here. Their easy-to-use platform, packed with tools, resources, and commission-free trading on over 100 popular ETFs, can help you trade with confidence and take control of your financial future. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information


Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en


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.


8 Unloved Stocks to Invest in Now 20 Feb 202500:45:15

How can you tell which unloved stocks may be poised for a breakout? That’s one of Jamie Murray’s specialties. The president of The Murray Wealth Group talks to In the Money with Amber Kanwar about undervalued stocks poised for a big move, including some dividend payers. Plus he gives his Pro Picks, which are three stocks he says still offer value. 


Recorded on: Wednesday February 19th, 2025


Timestamps 

For detailed show notes, navigate using the timestamps below:

0:00: Show intro
1:30: Amber & Jamie chat tariff risk 

4:00: What Jamie thinks about the risk-on mood
7:40: The ITM Mailbag
7:45: Jamie explains why he’s still long Aritzia
11:00: Jamie’s favourite Magnificent 7 name
14:10: Why Jamie agrees with Bill Ackman and likes Uber 
16:40: Jamie answers a question on Northwest Healthcare Properties REIT
20:00: Why Jamie thinks there’s still a long-term story with Air Canada
24:10: Why CNQ is one of Jamie’s favourite energy plays
25:50: Why Jamie likes Canadian pipeline stocks
28:30: Jamie’s thoughts on Northland Power
30:00: Jamie’s favourite Canadian banking play
33:15: Jamie’s Pro Picks
44:20: Goodbye & Coming up

Sponsors
​​This episode is sponsored by BMO InvestorLine. We all want to make the most of our investments. That’s why BMO InvestorLine is here. Their easy-to-use platform, packed with tools, resource, and commission-free trading on over 100 popular ETFs, can help you trade with confidence and take control of your financial future. Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit https://ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

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Follow Jamie:

X: https://x.com/MWG_Jamie


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.


Stocks Set to Win the Space Race 25 Feb 202500:51:54

Investing in space isn’t just for billionaires like Elon Musk, Jeff Bezos and Richard Branson. Justus Parmar, CEO of Fortuna Investments tells In the Money with Amber Kanwar what stocks to buy for space investing. He gives us an in-depth look into this generation’s space race, suggests which stocks he thinks are set to rocket higher and tells us what names he would buy right now.  

Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show intro
01:30: Is space investing just for billionaires?
5:25: What are the categories of space investing?
10:45: Why Justus hasn’t been up in space…yet
11:30: How did Justus get involved in space investing?
15:30: Why Justus remains a big fan of Elon Musk
18:45: In the Money Mailbag: What is Justus’s top space ETF pick?
23:00: Justus’s thoughts on Iridium Communications
26:30: Is there any hope for Virgin Galactic?
29:45: Justus’s thoughts on Boeing
36:20: Should you invest in Canada’s MDA Space?
41:05: Justus’s Pro Picks
51:00: Goodbye & coming up


Sponsors
Investing with confidence starts with knowledge. This episode is sponsored by BMO InvestorLine, which offers a wealth of educational resources through their Investment Learning Centre. Whether you're just starting out or looking to refine your strategies, the Learning Centre can help you make informed decisions. Combine that with their easy-to-use platform and commission-free ETF trading, and you'll be well on your way. Visit bmo.com/learningcentre?ecid=pr-2886232INV1-JNBMO18 to learn more. 


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney  for more information


Links

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Visit the website: https://inthemoneypod.com/ 

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Follow Justus:

X: https://x.com/justusparmar



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.


Screaming Buys in Real Estate Stocks27 Feb 202500:46:43

Canadian real estate stocks have struggled over the past 3 years but Dean Orrico, President & CEO of Middlefield believes there’s never been a better time to invest in the sector. He explains why the Canadian REIT stocks are a better buy than American ones and reveals his top 3 stocks to buy right now.


Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show intro
1:40: Dean talks about his 30 years investing in the real estate sector
4:25: Dean on rates, immigration and real estate
8:00: Why this is one of the best buying opportunities Dean has ever seen

13:00: How Dean is managing the portfolio 

15:55: How do you deal with hype? For example, AI data centres
18:25: ITM Mailbag: Dean’s thoughts on Dream Industrial REIT and what tariffs mean for the industrial REIT sector
23:30: Why Dean likes Canadian REITS over U.S. REITs
25:05: Why Dean thinks Boardwalk (BEI.UN) is a great REIT
29:00: Dean’s thoughts on the office REIT sector post-pandemic
32:40: Why Dean thinks seniors housing REITS are well-positioned
36:05: Dean’s Pro Picks 


Sponsors
This episode is sponsored by BMO InvestorLine. Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future.

Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management.

Visit ATB.com/inthemoney  for more information. 


Links

Follow In the Money:

Visit the website to subscribe to our Pro Picks Newsletter: https://inthemoneypod.com/ 

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Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en


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.


Uncover the Best Stocks on the Planet 04 Mar 202500:51:26

Ignore the noise—focus on great businesses! That’s the core investment philosophy of Paul Harris, Portfolio Manager at Harris Douglas Asset Management. In this episode of In the Money with Amber Kanwar, Paul breaks down why holding high-quality companies for the long term is the best way to generate strong returns. But finding those businesses? That’s the real challenge. 


Tune in as Paul reveals the stocks he’s buying right now and the key factors he looks for when picking winning investments!


🔔 Subscribe for more expert stock picks and market insights!


#Investing #StockMarket #Finance #LongTermInvesting


Recorded on: Monday March 3rd, 2025



Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show intro
01:30: Paul talks Trump’s tariffs
6:30: How Paul structures the portfolio 

11:45: How to find the best stocks on the planet like Warren Buffett
16:20: In the Money Mailbag: Paul’s take on TD Bank and what tariffs mean for the Canadian banking sector
20:00: Why Paul still likes Novo Nordisk
24:15: Paul’s thoughts on Target, Costco and retailers
29:35: What Paul thinks about renewable names like Brookfield Renewable and Canadian Solar
33:35: Is Hershey a buy for income and capital preservation?
37:20: Paul’s thoughts on Meta’s valuation
40:10: Why Paul thinks Nvidia is a great business
43:05: Paul’s Pro Picks


Sponsors
This episode is sponsored by BMO InvestorLine. Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future.
Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way.
Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney  for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en


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.


Massive Shift in Markets Underway06 Mar 202500:46:45

Everything you thought you knew about the stock market is changing. David Burrows, Chairman & CIO of Barometer Capital Management tells In the Money with Amber Kanwar it's time to end the love affair with the MAG 7 tech giants, as he predicts that tech will no longer lead the market. He also shares why we've reached the end of U.S. market exceptionalism—and why that's a good thing for Canadian stocks. Tune in to find out which stocks he's buying right now, and what key factors he looks for when identifying the best investment opportunities. Whether you're an experienced investor or just getting started, you won’t want to miss this insight-packed discussion.

Subscribe for more expert stock picks, market insights, and the latest trends in finance!



Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show intro
01:45: David’s investment approach
03:15: David explains why there’s a shift in markets right now
08:20: How long will this market shift last?
10:20: What does the market shift mean for Canada?
11:40: Why David isn’t betting on tech
14:00: Why David is growing his cash position right now
15:30: In the Money Mailbag: David’s thoughts on grocers like Metro and what tariffs mean for them
21:00: David’s thoughts on Starbucks and its turnaround
22:10: Can Canada Goose go back to being a growth stock?
23:10: Why David likes TMX Group 
27:00: David’s outlook on copper and Ivanhoe Mines
29:30: David’s outlook on Alamos Gold
33:10: David’s thoughts on dividend paying stocks
35:00: What does David think about Bank of New York Mellon?
36:45: David’s Pro Picks
46:00: Goodbye & Coming up 


Sponsors
This episode is sponsored by BMO InvestorLine.Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

 
For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

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Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en

Follow David:

X: https://x.com/barometerca

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.


Buy Handbags Like You Buy Stocks11 Mar 202500:32:23

Think designer bags are just for the high-fashion crowd? Think again! In this episode of In the Money with Amber Kanwar, Maggie Adhami-Boynton, Founder & CEO of ShopThing, spills the secrets on how luxury bags from brands like Hermes, Chanel, and Louis Vuitton can be lucrative investments. She shares the hottest trends, answers your questions, and reveals 3 must-have bags that’ll have you looking stylish and making money later.

🔔 Subscribe for more expert investments and market insights!


Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show open
01:45: What is ShopThing and why did Maggie start the company?
5:00: ShopThing’s growth trajectory
7:30: Maggie’s advice to founders
9:00: Are there concerns about the luxury consumer?
9:50: Are handbags really a good investment? Do they go up in value?
12:40: ITM Mailbag: Is a Lady Dior bag a good investment? Will it hold its value?
14:30: Which Fendi Peekaboo would Maggie recommend?
15:30: Is Louis Vuitton making a comeback?
17:00: Have purse manufacturing standards changed amid consolidation in the industry?
18:30: Can more affordable luxury brands be investable? 
22:00: Is it better to buy Chanel new or preloved?
24:15: Pro Picks: 3 Designer Bags Worth the Investment  


Sponsors
This episode is sponsored by BMO InvestorLine. Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future.
Learn more at: bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en

Follow Maggie: https://www.instagram.com/maggieadhami/?hl=en

Follow ShopThing: https://www.instagram.com/shopthing/

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.


An Optimist's Guide to a Market Sell-Off13 Mar 202500:49:38

The market is in panic mode, are there opportunities to profit? In this episode of In The Money with Amber Kanwar, we dive into how the Optimist Fund is proving that bold, high-conviction investing can lead to massive returns—by taking advantage of volatile times. Jordan McNamee, founder of the fund, shares why betting on visionary CEOs and misunderstood stocks is his formula for success.

From Carvana’s explosive comeback to his top three stock picks that could double, triple, or even 4X, Jordan reveals the opportunities hiding in plain sight—and why most investors are missing them. He also breaks down how he turned a 50% loss into a huge win, why fear doesn't dictate his strategy, and what he’s seeing in the market right now.

If you’re looking for contrarian insights, high-growth investing strategies, and a fresh take on navigating uncertainty, this episode is for you.

🔔 Subscribe for more expert insights and investing strategies!

 #StockMarket #Investing #GrowthStocks #HighConvictionInvesting #Carvana #Finance

Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show intro

02:00: Philosophy behind Optimist Fund 

04:07: Jordan explains why macro doesn’t drive his investment decisions 

05:08: Jordan goes through his returns and how he had to claw back from a big drop in 2022 

07:32: Why Jordan makes concentrated bets

09:40: The importance of the CEO when it comes to buying a stock

11:20: Jordan explains who is backing his fund

12:50: Jordan explains why he doesn’t see another “2022” style pullback in tech

13:35: Mailbag questions

13:40: Why Uber can be a $1 trillion company

18:07: Jordan gives his thoughts on DoorDash

19:27: Jordan talks about why Revolve can quadruple 

24:05: Jordan says he still likes Wayfair 

27:50: Monday.com has big market share opportunity 

30:55: Jordan is steering clear of Airbnb…for now

33:00: ProPicks

48:56: Thank you and goodbye 


Sponsors
This episode is sponsored by BMO InvestorLine. Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future. Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.

Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information


Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en



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.

Don’t Count Out U.S. Stocks, But Here’s Why You Should Look Beyond20 Mar 202500:46:48

U.S. stocks have been underperforming since Donald Trump was sworn in as President in January but James Cook, Portfolio Manager at Matco says he’s not ready to give up on American equities just yet. Still, the global fund manager also thinks there’s opportunity outside of the U.S., specifically in markets like Japan - where Warren Buffet is doubling down- and Europe- where defense spending is on the rise. He shares where he’s finding growth at a reasonable price, the best ways to get started with global equities, and reveals the top 3 stocks he’s buying right now. Don't miss this global investment outlook!

Timestamps 

00:00: Show intro
02:00: U.S. stocks are underperforming, what should investors do?
6:00: The pain is in tech stocks, is it time to buy on the dip?
7:40: Germany is turning on the taps, is it a tailwind for European stocks?
9:00: James explains his investment process and portfolio
10:20: In the Money Mailbag: Warren Buffett’s Berkshire Hathaway is investing even more in Japan. Does James like the region?
16:00: Will European stocks continue to outperform and what equities does James like right now?
22:15: The Hang Seng is on a run but James is underweight China. Find out why?
26:15: Would James buy the dip on Meta? 

29:20: Is Mattel a buy?
32:45: Is it time to buy CSX?
36:19: Would James buy United Health at these levels?
39:30: James’s Pro Picks
46:00: Coming up & goodbye 


Sponsors
​​​​This episode is sponsored by BMO InvestorLine. You’re going to hear about some interesting stock ideas on this podcast. To help you research and potentially act on those ideas, consider BMO InvestorLine. Their platform provides the resources you need to analyze potential investments, with the valuable tools and research you need when exploring the market. Plus, you’ll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit  ATB.com/inthemoney for more information


Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en


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.


Why American Investor Cole Smead Loves Canadian Energy Stocks 18 Mar 202501:16:49

American investor Cole Smead joins Amber Kanwar to break down why he's so bullish on Canadian oil stocks. Smead argues that Canadian energy stocks are some of the best investments in today's market - even amid fears over a trade war between the U.S. and Canada. In fact, he suggests now could be the second-best time in the past two decades to invest in this space.

We dive into why Smead prefers Canadian over U.S. energy stocks, how tariffs may impact Canadian oil and why he’s not worried and find out the top 3 Canadian energy names he's buying right now.


Timestamps 

For detailed show notes, navigate using the timestamps below:

00:00: Show intro
01:40: Why American investor Cole Smead loves Canadian oil stocks
4:40: When did Cole start looking at the Canadian energy sector and why he thinks this is the near best time in the past two decades to invest in the space
9:50: Why is Cole so bullish on oil stocks when things don't appear favourable for the sector
14:10: The new sweet spot in this era and why Cole does not like dividends
17:30: Cole offers his thoughts on why capex spending is not necessarily the right thing for these companies
20:50: Will M&A heat up and will foreign investors make a return?
23:20: Cole’s view on U.S. energy stocks vs. Canadian right now
24:20: Why Cole doesn’t care about tariffs
28:45: What does Mark Carney mean for the Canadian energy sector?
32:45: In the Money Mailbag: What does Cole think about the Whitecap-Veren merger?
39:35: Cole’s thoughts on Baytex Energy
42:15: Does Cole like Imperial Oil and would he continue to hold at these levels?
47:20: Ask the American ‘Eric Nuttall’ what he thinks about Tamarack Valley Energy?
49:45: Cole’s thoughts on Greenfire Resources since Fairfax Financial holds a large position
55:00: Would Cole buy the dip in CNQ?
57:30: Is Couche-Tard’s Seven & i deal good for shareholders?
1:02:40: Cole’s Pro Picks
1:15:50: Coming up & goodbye


Sponsors
​​This episode is sponsored by BMO InvestorLine. You’re going to hear about some interesting stock ideas on this podcast. To help you research and potentially act on those ideas, consider BMO InvestorLine. Their platform provides the resources you need to analyze potential investments, with the valuable tools and research you need when exploring the market. Plus, you’ll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en

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.





Making Money in a Little Corner of the Market27 Mar 202500:57:08

Small-cap stocks may be off to a rough start in 2025, but last year they helped Jordan Zinberg, President & CEO of Bedford Park Capital, deliver a remarkable 60% return. Known for his disciplined approach to stock picking and long-term investing, Zinberg is willing to take on short-term downside risk for the potential of outsized gains.

 In this episode of In the Money with Amber Kanwar, we dive into Jordan’s strategy for investing in high-quality Canadian small-cap and mid-cap stocks. He explains why he avoids traditional sectors like banks and resources, and instead focuses on under-the-radar, fundamentals-driven companies trading at attractive valuations. We explore how he builds a concentrated portfolio of high-conviction stock ideas, the criteria he uses to evaluate businesses and Jordan also shares several of his top Canadian stock picks for 2025.

If you're looking to learn how to invest in Canadian small-cap stocks and build long-term wealth, this episode is packed with insights you won’t want to miss.

Timestamps
00:00 Intro
02:15 Jordan’s approach to small-cap investing 

04:50 Jordan’s fund returned 60% last year, how’s it doing this year?
07:10 How does Jordan feel about the lack of IPOs in Canada?
08:10 In the Money Mailbag: Jordan’s thoughts on goeasy (GSY.TO) and the company’s new CEO
15:30 What’s Jordan’s long-term outlook on McCoy Global? (MCB.TO)

19:45 Investors have lost big on Payfare (PAY.TO). What does Jordan think of the stock now?
26:25 Would Jordan recommend Zedcor at current levels? (ZDC.TO-V)
30:25 What are Jordan’s thoughts on Avante which just hired a Zedcor sales leader (XX.TO-V)
32:00 What are Jordan’s thoughts on Ag Growth International? (AFN.TO)
33:15 What does Jordan think about pipeline construction firm Enterprise Group? (E.TO)

39:10 Jordan’s Pro Picks

Sponsors
This episode is brought to you by BMO InvestorLine. We often discuss various stock ideas and market trends on this show. If you’re looking to explore those ideas further, BMO InvestorLine is an excellent resource. Their platform provides in-depth research, powerful tools, and commission-free trading on over 100 popular ETFs. Plus, you’ll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Remember, always do your own research before investing. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information. 

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en


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.




If We are Headed for Recession, This is Where to Hide25 Mar 202500:54:42

Stocks may be falling but Rebecca Teltscher, portfolio manager at Newhaven Asset Management’s portfolio is up, proving that her long-term, fundamentals driven approach is working. Rather than chasing short-term trends, she focuses on defensive investments—companies that provide critical infrastructure and offer long-term stability by prioritizing dividends. She says Donald Trump’s trade war means stagflation is a huge risk but notes the sectors she invests in are attractive regardless of an economic slowdown or rise in inflation. She tells In the Money with Amber Kanwar why she’s bullish on Canadian stocks, why valuation matters more than hype, and reveals the companies she’s buying now—including one energy name she calls “the most enticing buy in the market.”

Timestamps 

00:00 Show intro 

01:45 Rebecca explains her defensive approach to investing 

04:00 What tariffs mean for the defensive dividend-paying approach

06:00 Is stagflation is a big risk and what’s the stagflation playbook? 
09:45 U.S. vs. Canadian stocks & why Rebecca thinks Canadian stocks are poised to continue to outperform 

14:45 Carney vs. Poilievre: assessing the what the next Prime Minister will mean for Canadian markets 
17:45 In the Money mailbag: Is Algonquin Power & Utilities hopeless? 
22:45 What are Rebecca’s thoughts on Telus as a long-term hold? 
25:45 Will BCE cut the dividend? 
29:40 What is a catalyst for Nutrien? 

31:45 Rebecca’s thoughts on Gibson Energy 
33:45 Is there more upside in Manulife? 

35:15 Rebecca’s thoughts on the Hamilton U.S. Bond Yield Maximizer ETF

39:45 Rebecca’s Pro Picks 

53:00 Goodbye & coming up


Sponsors
This episode is brought to you by BMO InvestorLine. We often discuss various stock ideas and market trends on this show. If you’re looking to explore those ideas further, BMO InvestorLine is an excellent resource. Their platform provides in-depth research, powerful tools, and commission-free trading on over 100 popular ETFs. Plus, you’ll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Remember, always do your own research before investing. Learn how you can earn up to $3,500 cash back when you open a new account at  bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information.

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en


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.


How to Turn the Trade War into Your Biggest Investment Opportunity01 Apr 202500:52:43

Donald Trump’s trade war has investors on edge, but could this market sell-off be a golden opportunity? Dan Rohinton, VP & Portfolio Manager at iA Global Asset Management, breaks down why now is the time to step back, block out the noise, and buy into world-class companies at a discount. He’s a proud Canadian but says never count out the U.S. and tells us why some of the best investment opportunities—like Microsoft, Google, Amazon, and Nvidia—are hiding in plain sight. 


If you want to know how you can profit from the trade war, don’t miss these expert insights on what Dan says are once in a generation buying opportunities! 


Timestamps 

0:00 Intro
1:30 How to approach ‘Liberation Day’, and what Trump’s tariffs mean for long-term investing
5:10 Why this is a good time to buy up some of the best companies in the world
8:50 Why Dan thinks the Canadian rail stocks are interesting
9:30 Dan’s thoughts on the Canadian election and what it means for markets
12:00 Why Dan says ‘never count out America’, why he’s constructive on Europe, and why he’s chasing China at 0%
16:00 ITM Mailbag: Why Dan would by CN Rail (CNR.TO) at these levels
19:10 Does Dan like Sun Life Financial (SLF.TO) or Manulife Financial (MFC.TO) better?
22:15 Why Royal Bank (RY.TO) is Dan’s favourite Canadian bank
26:00 Dan’s thoughts on REITs
28:15 Why CNQ is Dan’s favourite Canadian oil stock
29:50 Why Dan would buy LVMH at these levels after a major drop (MC.EPA)
33:55 Would Dan buy Constellation Brands (STZ.NYSE) here?
37:45 Broadcom (AVGO.NASDAQ) vs Nvidia (NVDA.NASDAQ)
40:00 Dan’s Pro Picks
51:50 Goodbye & coming up 


Sponsors
This episode is sponsored by BMO InvestorLine. If you’re a “Do It Yourself" investor, BMO InvestorLine Self-Directed is the perfect platform for you. With powerful tools and commission-free trading on over 100 ETFs, you’ll have everything you need to take control of your investments and build a portfolio that’s right for you. Learn more at bmo.com/InvestorLine?ecid=pr-2886232INV1-JNBMO14

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. Visit ATB.com/inthemoney for more information. 


Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en


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.


What Liberation Day Means for Your Money03 Apr 202501:12:46

The world is undergoing a seismic shift, and according to Daniel Dreyfus, Chief Investment Officer at Bornite Capital, we are in the midst of a major regime change that will redefine economies, industries, and financial markets. In this conversation, Dan explains why a new era of tariffs will be massively inflationary and why buying infrastructure and critical commodities will be the best way to protect your money. He says commodities are set to benefit, and suggests the price of gold could go as high as $4000 per ounce. 


Dan explains how investors can position themselves before the market fully adjusts to this fundamental transformation and offers specific stocks to buy in order to get ahead, including names like Cheniere Energy, Talen Energy and Ivanhoe Mines. 


This isn’t just another market cycle—this is a massive structural change. Don’t miss out on the opportunity to find out how you can profit.

Timestamps 

00:00 Show intro 

02:45 Dan on starting his fund in 2020
05:15 Dan says we’re entering a massive global regime change of tariffs and austerity and explains what can protect your money
11:15 Dan says gold could hit $4000
16:50 Why Dan views gold as a currency not a commodity- and why he thinks it’s the best one 

19:45 ITM Mailbag: Does it make sense to buy, sell or hold South Bow Corp (SOBO.TO)?
29:00 What is holding Barrick Gold (ABX.TO) back?
36:15 Dan’s favourite gold stock (SKE.TO)
40:25 Dan’s thoughts on copper and does he like Teck Resources (TECK.B.TO)
46:30 Why Dan likes GFL Environmental (GFL.TO)
51:55 Dan’s Pro Picks 


Sponsors
This episode is sponsored by BMO InvestorLine. If you’re a “Do It Yourself" investor, BMO InvestorLine Self-Directed is the perfect platform for you. With powerful tools and commission-free trading on over 100 ETFs, you’ll have everything you need to take control of your investments and build a portfolio that’s right for you. Learn more at https://bmo.com/InvestorLine?ecid=pr-2886232INV1-JNBMO14

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. 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.

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en


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.


This Isn’t the Bottom: Jeannine LiChong on Tariffs, Recession Fears & Where to Invest Now08 Apr 202500:38:56

Markets are in meltdown mode — but Waratah Capital’s Jeannine LiChong says this isn’t the bottom. In this episode of In the Money with Amber Kanwar, veteran fund manager Jeannine shares her strategy for navigating extreme market volatility, tariff uncertainty, and looming recession risks.


With experience managing money through the 2008 financial crisis and the COVID market crash, Jeannine explains why she’s holding cash, staying cautious, and waiting for clarity before buying the dip. She weighs in on U.S. tariffs, policy instability, central bank cuts, and structural shifts in the global economy — and how all of this is impacting investor psychology and portfolio positioning.


We also go deep into Pro Picks — Jeannine reveals 3 recession-resistant stocks she’s confident in right now:

  • Dollarama (DOL.TO) — a cash-generative retailer benefiting from consumer trade-down and international growth.
  • Intact Financial (IFC.TO) — a defensive financial stock with pricing power and strong cost control.
  • Loblaw (L.TO) — a grocery giant leveraging its No Frills brand and food inflation to grow earnings.

Plus, Jeannine shares her take on Canadian banks, Telus, Capital Power, Canadian Tire, CN Rail, CP Rail, and TFI International — all under the lens of slowing GDP growth, and evolving trade policy.


If you're looking to protect your portfolio, ride out the market chaos, and uncover long-term opportunities in a downturn, this episode is a must-watch.


Timestamps 

00:00: Intro
01:40 How Jeannine handles the noise as a long-term investor  

03:40 Why this time is different than the financial crisis or covid downturn and why there could eventually be opportunities

07:00 Why Jeannine thinks we won’t see a bottom until markets get clarity on tariffs 

08:55 Why Jeannine likes Canadian equities but has confidence in the U.S. economy

10:10: Why Jeannine thinks there’s a chance of a U.S. recession and why she think tariffs are an opportunity for Canada 

13:00 What is Donald Trump’s end goal? 

14:15 ITM Mailbag: Why Royal Bank (RY.TO) is Jeannine’s top Canadian bank
17:20 Amid a slowdown in the Canadian economy what are Jeannine’s thoughts on Canadian Tire (CTC.TO)? 

19:35 Does Jeannine like Canadian rail stocks? Is she concerned about the impact of tariffs on the rail sector? (CNR.TO, CP.TO)

22:45 Jeannine’s thoughts on Telus as a long-term hold (T.TO)
25:20 Capital Power (CPX.TO) had an incredible run up then a hot equity raise and then straight down. Why?
28:00 What are Jeannine’s thoughts on TFI International (TFII.TO)?

30:20 Jeannine’s Pro Picks 


Sponsors
This episode is sponsored by BMO InvestorLine. If you’re an experienced trader, BMO Active Trader is the platform for you. With advanced tools and capabilities like multi-leg options, screeners, and strategy builders with margin trades, you’ll have everything you need to take your trading to the next level, giving you the edge you need in today’s markets. Learn more at bmo.com/advancedtrading?ecid=pr-2886232INV1-JNBMO17

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information

Links

Follow In the Money:

Visit the website: https://inthemoneypod.com/ 

Submit a question: questions@inthemoneypod.com 

Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en 

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

Twitter/X: https://twitter.com/inthemoneypod 

TikTok: https://www.tiktok.com/@inthemoneypod?lang=en

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.


Markets at Trump’s Mercy, the Puppet Master Pulls the Strings10 Apr 202500:59:46

In just one week, we went from the edge of a global trade war to a 90-day truce—and the markets are feeling every twist and turn. One post on Truth Social was all it took for Donald Trump to send the Dow soaring nearly 3,000 points in its biggest rally since 2008... while simultaneously tightening tariffs on China. Chaos? Absolutely. End in sight? Not even close.


On today’s show, Amber brings in two powerhouse guests to help make sense of the madness:

Frances Horodelski, veteran investor, shares why the financial system isn’t about to break—and why she’s still optimistic despite the volatility.


Darcy Morris of Ewing Morris & Co. Investment Partners breaks down how activist investors can find opportunity in uncertainty, revealing his current top plays and value strategies.


Whether you’re an investor, a market watcher, or just trying to understand what the heck is going on—this episode is a must-watch. Subscribe now and don’t miss the insights that could change your portfolio.



Timestamps
00:00 Show Intro 
03:50 Amber & Frances chat about the chaos in fixed income markets
06:50 How to approach the turmoil as an investor
12:00 Why Frances thinks this feels more like covid rather than 2008
14:00 U.S. vs. China: Who will blink first?
20:00 Amber welcomes Darcy Morris
22:00 Is there panic out there on the client side?
24:00 Why activist investing creates opportunity even during tough times
25:00 Darcy’s approach to activist investing and long-term value creation
27:40 How Darcy finds activist opportunities 
31:50 Why Darcy isn’t afraid to ruffle feathers in corporate Canada 
34:25 Darcy offers a clear example of his successful activism
39:25 Darcy’s Pro Picks 
54:30 ETF Minute: CI Global Infrastructure Private Pool ETF
58:55 Coming up 


Sponsors
This episode is sponsored by BMO InvestorLine. If you’re an experienced trader, BMO Active Trader is the platform for you. Learn more at https://bmo.com/advancedtrading?ecid=pr-2886232INV1-JNBMO17

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information

ETF Minute is brought to you by CI Global Asset Management. Find out more about CI’s ETF offerings here: https://www.cifinancial.com/ci-gam/ca/en/investment-solutions/exchange-traded-funds.html, and about the CI Global Infrastructure Private Pool ETF here


Links

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DISCLAIMERS 

The information provided in this podcast is for informational 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.


Why the Best Fund Manager of 2022 is Betting on Gold, Water, and Infrastructure15 Apr 202501:14:57

The market may be laser-focused on Donald Trump’s trade war but James Davolos of Horizon Kinetics says tariffs or not, the tide is turning — and savvy investors should be paying attention. In this wide-ranging conversation, Davolos breaks down why we're leaving behind the "golden era" of ultra-low interest rates, globalization, and free capital, and entering a new investing regime marked by inflation, deglobalization, and resource scarcity. Davolos, who the WSJ named the best fund manager of 2022, outlines how to position your portfolio for long-term resilience, with a focus on capital-light businesses tied to real assets — think infrastructure, energy, and gold — but without the usual baggage of cyclicality and capex-heavy models. He explains his unique approach and offers specific stocks that fit into his model, including his top 3 stock picks focused on water as real asset, exchanges as financial infrastructure and royalty companies as resource winners. 


Timestamps 

00:00 Show intro 

02:30 James Davolos explains his unique approach to investing 
08:00 Why does James think we're in the midst of a major regime shift
13:05 Why James isn’t even paying attention to tariffs
15:15 Why James likes real assets and how he finds the best ones
21:00 Why James believes the U.S. is headed towards stagflation and his view on rates
23:05 James’s view on gold
25:45 Are we seeing the end to U.S. exceptionalism in stocks?
28:00 ITM Mailbag: Will volatility be good for exchanges like the Intercontinental Exchange (ICE.NYSE)
33:10 Is Brookfield a stock that can help weather the current storm? (BN.TO, BN.NYSE) 

40:00 James’s expectations for gold and why he likes royalty streaming companies
44:45 James’s thoughts on bitcoin and the best way to play it
51:00 What does James think about Enbridge (ENB.TO)
57:15 Why James likes Dream Unlimited (DRM.TO)
1:01:30 James’s Pro Picks
1:13:40 Goodbye & coming up 


Sponsors
​​This episode is sponsored by BMO InvestorLine. Alright, In The Money listeners, you're constantly analyzing charts, spotting trends, and making calculated moves. That's where BMO InvestorLine comes in. Learn more at https:// bmo.com/advancedtrading?ecid=pr-2886232INV1-JNBMO17

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information


Links

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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, 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


Healthcare Under Fire: RFK Jr., Tariffs, and Market Volatility17 Apr 202500:48:16

When markets are in turmoil, investors traditionally flock to healthcare for stability — but what happens when healthcare itself is a flashpoint for volatility? In this episode of In the Money with Amber Kanwar Robert Moffat of Middlefield joins to unpack the biggest headwinds facing the sector right now.


From the controversial appointment of RFK Jr. to looming drug tariffs, Rob dives deep into the policy and market forces disrupting pharma, medtech, and healthcare services. He shares why he's staying defensive, what names he's avoiding (sorry, Pfizer holders), and where he's seeing opportunities amid the chaos. 


In a volatile healthcare market, Rob explains why he’s particularly positive on GLP-1 weight loss and diabetes medications which he says are reshaping the future of healthcare. He tells us why Eli Lilly, which makes Mounjaro and Zepbound, is his top holding and why he prefers it over Ozempic maker Novo Nordisk. He also suggests other names he likes right now including Abbott Laboratories and McKesson, which he says is the ultimate defensive safe haven company in healthcare.


Timestamps

00:00 Show Intro
01:40 Rob’s approach to volatility in healthcare  

03:10 RFK Jr. and his impact on the healthcare sector
06:50 The headwind from tariffs
13:00 Why Rob thinks M&A in the pharma space is definitely coming 
14:50 ITM Mailbag: Rob’s outlook on Pfizer (PFE.NYSE)
18:35 Rob’s thoughts on UnitedHealth Group (UNH.NYSE)
22:00 Why Rob thinks CVS (CVS.NYSE) is one of the biggest ‘show me’ stories in healthcare 

27:35 Rob’s thoughts on Medtronic (MDT.NYSE) and its dividend 

30:35 Rob’s outlook on Stryker (SYK.NYSE)
33:15 Rob’s view of Johnson & Johnson (JNJ-NYSE) in light of tariffs
35:30 Rob’s Pro Picks 

47:30 Goodbye & coming up 


Sponsors

​​This episode is sponsored by BMO InvestorLine. Learn more at https://bmo.com/advancedtrading

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.


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, 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


When to Hold Cash and When to Strike: Liz Miller’s Market Strategy22 Apr 202500:50:50

Markets are swinging wildly, but are investors overreacting? In this episode of In the Money with Amber Kanwar, seasoned portfolio manager Liz Miller of Summit Place Financial Advisors shares how she’s navigating market uncertainty—from surging tariffs and Fed drama to stock-specific opportunities.

Liz explains why corporate earnings are murky, why the Fed’s influence may be fading, and how tariff unpredictability and U.S. dollar volatility are forcing investors to rethink risk. She also unpacks why she’s favouring U.S.-centric companies and building cash, even while nipping at beaten-down names.

In the mailbag, Liz breaks down whether fully valued names like Netflix (NFLX), Google (GOOGL), and Costco (COST) are still worth buying—and why she’s more bullish on under-the-radar opportunities like Disney (DIS), BlackRock (BLK), and even Sweetgreen (SG). Plus, why she avoids gold miners and prefers gold ETFs for safer exposure.

Then, in her Pro Picks segment, Liz shares 3 stocks she’s adding in this turbulent environment: Evercore (EVR), GE Healthcare (GEHC) and Carlisle Companies (CSL)

Whether you’re managing retirement risk, debating tech valuations, or wondering how to play inflation and tariffs, this episode is packed with grounded, long-term investing insight.


Timestamps
00:00 Show intro
01:35 How Liz is approaching this volatile time in markets  
03:20 How to dissect earnings this season when things are so uncertain
05:20 We need clarity on tariffs in order to be able to assess stocks
07:20 Why Liz just bought several positions during the recent down days, is holding cash and is reorienting towards domestic names 
11:05 Trump, Jerome Powell and  issues with the Fed’s credibility
15:20 ITM Mailbag: Would Liz buy Netflix (NFLX-Nasdaq) at these levels? 

18:30 What is Liz’s view on Google (GOOG.Nasdaq) for the next 3 years? 

23:30 Is Costco (COST.Nasdaq) a solid recession hedge?
27:45 Does Liz still like Sweetgreen here (SG.NYSE)? 

31:40 Why Liz likes owning gold through ETFs
35:50 Liz’s take on Berkshire Hathaway (BRK.B.NYSE) vs BlackRock (BLK.NYSE)
40:00 Liz’s Pro Picks
50:00 Goodbye & coming up 


Sponsors

​​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information 


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, 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


Canada First: Inside an $8 Billion Fund Manager’s Playbook24 Apr 202500:57:33

Are Canadian stocks finally having their moment? In this episode of In the Money with Amber Kanwar, Garey Aitken, Head of Canadian Equities at Franklin Templeton’s ClearBridge Investments, breaks down the "sell America, buy Canada" trend, explains why the U.S. is losing some of its exceptionalism, and gives his take on whether this shift is short-lived or part of a longer-term rebalancing in global markets.


Garey shares 8 Canadian stocks he believes have a clear edge right now—from blue-chip dividend names to contrarian energy picks and growth stocks flying under the radar. He offers candid takes on valuation, proxy battles, strategic reviews, and where he's deploying capital now. If you're after resilience, income, or upside, there's something in here for every kind of investor. 

Plus, with a federal election looming, what impact could the outcome have on Canadian energy policy and investor sentiment? Garey weighs in on how much political risk he's factoring in and what to watch for in the days ahead.


Whether you're a long-term investor, dividend chaser, or market skeptic—this episode is packed with expert insight.


Timestamps

00:00 Show Intro 

01:40 Garey Aitken’s approach to investing and why Canada is outperforming the U.S. 

03:50 Is this the beginning of Canadian exceptionalism?

07:45 Reasons Canadian stocks have an edge right now

11:00 Uncertainty facing the Canadian economy and what the federal election means 

16:15 ITM Mailbag: Does Garey like Dollarama (DOL.TO) at these levels?
18:50 What does Garey think about Parkland’s (PKI.TO) proxy battle and what does it mean for the stock? 

24:55 What does Garey think about Couche-Tard in 2025? (ATD.TO) 

33:20 Does Garey like Capital Power (CPX.TO) at these levels? 

36:20 Is Constellation Software insulated from tariffs and what does Garey think about the valuation?
40:15 Garey’s Pro Picks 


Sponsors
​​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. Visit 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.


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, 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


Inside Moez Kassam’s Bold Playbook: Shorts, Activism & Big Opportunities 29 Apr 202500:54:17

How does one of Bay Street’s top fund managers consistently deliver 15% annualized returns while navigating controversy and volatility? In this episode of In the Money with Amber Kanwar, Moez Kassam, Chief Investment Officer & Founder of Anson Funds, shares the secrets behind his success—from finding catalysts in overlooked markets to using activism to unlock value.

Moez breaks down why he avoids passive investing, how multi-strategy flexibility gives him an edge, and why the best opportunities often hide where others fear to look. He also discusses how Anson balances shorts, longs, and real estate activism, and why sentiment shifts like today's fear-driven markets could be a bullish signal.

In the mailbag, Moez shares candid views on Tesla (TSLA), crypto, uranium, and the quantum computing hype. Then, in the Pro Picks segment, he reveals three high-conviction investment ideas—Gildan (GIL), Vistry Group (VTY.L), and InterRent REIT (IIP.UN)—and confirms publicly for the first time that Anson is the largest shareholder of InterRent REIT, outlining the real-world activism playbook that could unlock massive upside.

If you’re an investor seeking edge in an uncertain market, you don’t want to miss this grounded, real-talk masterclass.


Timestamps

00:00 Show Intro 

01:45 Moez discusses his investment style and how he became one of Canada’s top fund managers 

05:20 FOMO and understanding the risks involved with short selling
06:20 How lessons learned as a teenager inform Moez’s investment decisions today
08:40 Why is there a negative association with shorting stocks?
10:00 Moez addresses market manipulation accusations 

14:50 Where is Moez finding opportunities right now?
16:30 If all companies have problems, how does Moez decide if a problem is big enough to warrant a short? 

18:20 Anson’s move into activist investing 

22:05 More on Anson’s multi-strategy approach and how real estate fits in
25:10 Moez on macro, tariffs and potential opportunities 

28:40 Moez on the Canadian election and economy 

32:00 Moez on philanthropy and giving back 

34:05 What will Anson be up to 5 years from now?
35:30 Break: Raymond James Canada CEO on the company’s deep roots in Canada
37:15 ITM Mailbag: Is Tesla a buy at these depressed prices?
38:20 Moez’s view on crypto and bitcoin
39:20 Moez’s take on quantum computing
40:40 Moez’s view on uranium and Cameco
41:20 Moez’s Pro Picks 

52:50 Moez’s favourite restaurant right now
53:35 Goodbye & coming up 


Sponsors
​​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. Visit 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.


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, 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


Election Impact on Your Money | Frances Horodelski, Jim Thorne & Eric Nuttall 01 May 202501:10:59

In this special episode, we unpack what a Mark Carney-led Liberal minority means for Canadian investors — from markets and monetary policy to energy and geopolitical strategy.

First, Frances Horodelski kicks off with a sharp overview of how the political shift is landing with Bay Street and what the new government signals for confidence and capital markets.


Then, Jim Thorne of Wellington-Altus dives deep into the global economic context — including structural shifts, U.S. relations, and Canada's place in a rapidly changing world. He explores what investors should watch for in policy, growth sectors, and geopolitical risk.


Finally, oil and gas investor Eric Nuttall doesn’t hold back. He shares his unfiltered views on the energy sector under Carney, the fading relevance of net-zero rhetoric, and why Canadian resource stocks could thrive — or suffer — depending on what happens next in Ottawa.


Whether you're managing your portfolio or just trying to make sense of the headlines, this episode delivers key insights you won't want to miss.

 Subscribe for more sharp takes on markets, politics, and your money.


Timestamps
00:00 Show Intro 
02:00 Amber welcomes Frances Horodelski 

05:50 What does Mark Carney mean for U.S.-Canada relations 
07:50 Why does Frances likes the Canadian market right now + her expectations for the Loonie 
11:20 Why Frances doesn’t have conviction right now and what is the turning point? 
16:05 Break: Amber speaks to the CEO of Raymond James Canada about the company’s deep Canadian roots 
17:50 Amber welcomes Jim Thorne and he tells us why he believes Mark Carney is the right guy for the job, but liberal policies have to change  
21:30 Can Canada become a hard power in energy and natural resources? 
23:00 How is Jim viewing U.S.-Canada relations as someone who has spent a number of years working in the U.S. 

26:00 What does a change in the global world order and U.S.-Canada ties look like 5 years from now? 
31:30 Jim’s thoughts on what Prime Minister Carney might be willing to give up to President Trump 
33:30 Jim’s thoughts on Canadian & U.S. banks 
39:20 Did Jim’s investing view change on the back of the election?  

42:15 Amber welcomes energy investor Eric Nuttall and asks how he’s feeling about the election outcome 

44:00 Why so much in the energy space is to be determined 

46:30 How will Nuttall’s concern about Mark Carney show up in his investments 
49:10 Why Eric is still bullish on energy, specifically natural gas, but reducing oil exposure  
55:10 Eric’s thoughts on Trump’s ‘drill baby drill’ 
57:00 What happens with production in Canada? 
58:35 What does the risk of an emissions cap mean for energy stocks? 
1:00:00 What does Eric think about highly recommended stock Canadian Natural Resources (CNQ.TO)? 
1:02:10 Eric’s Past Picks and new Pro Picks 


Sponsors

​​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan. Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

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.


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, 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


End of an Era: Meb Faber on Buffett's Legacy and Your Portfolio's Biggest Risks 06 May 202501:05:29

Are you making these critical mistakes in your portfolio? In this episode of In the Money with Amber Kanwar, renowned investor and author Meb Faber breaks down what most investors get wrong—and what to do instead.


Meb dives deep into the three investing pillars he believes will define the next era: global diversification, value investing, and trend following. He explains why most investors are overly concentrated in their home countries and why sticking to U.S. stocks may no longer be the smartest move—highlighting markets like Poland, Japan, and the UK.


He also unpacks the power of shareholder yield—a blend of dividends and buybacks—and reveals why investors overlook this metric at their own risk. Learn how Meb uses it to find underpriced companies flush with cash.


Plus, with news that Warren Buffett will step down from Berkshire Hathaway at the end of the year, Meb refers to the legendary investor as “the GOAT” and uses his example to underscore how portfolio strategies—even from the greats—can appear simple on the surface, but often require a deeper understanding to replicate responsibly.


In the Pro Picks segment, Meb tells us where he’s investing his own money right now, offering three of Cambria’s ETFs as top suggestions to end a fascinating interview: SYLD, GVAL and TRTY.


Whether you're rethinking your global exposure, questioning the 60/40 model, or simply trying to invest smarter in uncertain times—this episode is a must-watch.

Timestamps

00:00 Show Intro
01:20 How to trade with BMO InvestorLine
03:15 Meb Faber’s origin story
08:00 Meb on AI, big ideas and what’s coming next
09:40 Meb’s approach to value investing
12:45 How to construct a portfolio for long-term gains: Why diversification is key  

16:00 A big problem for investors is ‘home country bias’
17:15  Why trend following is key to portfolio construction, why investors need to be asset class agnostic and why market timing is actually possible
23:10 Meb on Warren Buffett and what he taught us about investing
27:50 Meb on Buffett’s strategy
30:00 What Meb thinks about tariffs and why they aren’t the reason for the change in global flows
36:10 Meb’s view on U.S. innovation and the future
39:40 Break: Amber speaks to Raymond James Canada CEO Jamie Coulter about navigating volatile U.S.-Canada ties
42:00 ITM Mailbag: Meb elaborates on the concept of a shareholder yield approach
44:30 Meb’s views on the benefits of share buybacks to individual shareholders as opposed to institutional shareholders
46:50 How Meb thinks about when to sell an investment 

50:15 Meb’s Pro Picks
1:03:50 Goodbye & coming up

Sponsors
This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information 

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, 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


Why This Portfolio Manager is Sitting on a Mountain of Cash08 May 202500:55:59

In this episode of In the Money with Amber Kanwar, Amber sits down with Mike Vinokur of Propellus Wealth Partners which is part of iA Private Wealth, who’s taking a rare and defensive stance: holding a staggering 37% of his equity portfolio in cash. In a world where investors chase returns and FOMO dominates market behaviour, why is this seasoned money manager pumping the brakes?


Mike unpacks the strategy behind his cash-heavy position, citing market froth, valuation risks, and a fundamental belief that cash is no longer "trash"—especially when it earns over 4% risk-free. From U.S. exceptionalism to Canadian real estate risk, and from tech euphoria to the dangers lurking in private equity, this episode offers a wide-ranging, no-nonsense look at where things stand—and where they might be headed.


He answers questions straight from the mailbag and doesn’t hold back on what he thinks could derail—or reignite—markets in 2025. The pair discuss names like Brookfield, Fairfax Financial, Cummins and Uber. They also talk about BCE’s hot-button dividend and the high-stakes drama at Parkland where Mike is a shareholder. 


Plus, Mike shares his top “Pro Picks”: Alphabet, Air Lease, and Lincoln National—three stocks he believes offer real long-term upside in a challenging market.


Whether you're a cautious investor or a risk-on trader, this episode delivers the kind of insight that could make or save you money.


Timestamps

00:00 Show Intro
02:45 Amber welcomes Mike Vinokur and finds out why he’s sitting on a pile of cash right now
06:30 History tells us that valuations matter
08:45 Did Mike buy recent dips?
11:30 Why Mike isn’t convinced this is the end of U.S. exceptionalism
13:30 Why Mike thinks Canada is going into a recession
15:40 Will a slowdown in real estate impact the stock market?
17:30 Where are we in the economic/market cycle?
19:45 ITM Mailbag: How does Mike feel about the Brookfield web of companies? (BN.TO, BAM.TO)
23:35 Mike’s thoughts on Fairfax Financial? (FFH.TO)
25:30 What is Mike’s take on engine-maker Cummins? (CMI.NYSE)
27:25: Break: Amber speaks to Raymond James Canada CEO Jamie Coulter about navigating volatile U.S.-Canada ties
29:55 Why Mike likes Uber, but there may be headwinds with the stock (UBER.NYSE)
34:00 Mike’s thoughts on BCE’s dividend (BCE.TO)
37:50 Mike’s view on Financial 15 Split-Corp (FTN.TO)
41:04 Mike’s thoughts on the Parkland drama as a shareholder (PKI.TO)
44:20 Mike’s Pro Picks 


Sponsors
This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan. Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information 

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, 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


Dan Niles Warns of a 50% Market Drop | Don’t Get Fooled by the AI Hype13 May 202500:56:42

In this episode of In the Money with Amber Kanwar top tech investor Dan Niles warns that the market could drop as much as 50%, just like during the dot-com bust and the global financial crisis. He unpacks the major risks that investors aren’t paying enough attention to like AI over exuberance and demand being pulled forward as a result of Trump’s trade war, while drawing parallels to some of the worst market crashes in history. 

Dan explains why his highest conviction idea right now is cash despite the AI hype, and why some of today’s biggest tech names — like Apple, Google, and Palantir — may be far more vulnerable than most investors realize. He stresses his concern over inflated valuations, making the point that “just because a stock is popular doesn’t mean it’s safe".

One area Dan is optimistic about: networking infrastructure. He names Cisco as one of his most intriguing picks, arguing it's a forgotten name that could benefit as AI shifts from a build-out phase to a data movement phase. With a low valuation, solid fundamentals, and potential for a re-rating, Cisco — along with cash, Microsoft, and (cautiously) Nvidia — rounds out his list of favoured plays in a market he still views as overvalued and vulnerable.


Whether you’re a long-term investor or a market watcher trying to make sense of the rally, this is an essential deep dive from one of Wall Street’s most seasoned voices.

Timestamps

00:00 Show Intro
3:40 Why Dan Niles is bearish right now and why cash is his highest conviction idea  

07:40 What would it take for Dan to come back to the market and get out of cash? 

09:35 Why Dan thinks a 50% drop in stocks is on the table
11:30 Why this time can be compared to the dot-com bust
17:33 Taking a look at the AARK Innovation Fund
19:15 But could this time be different? 
24:25 ITM Mailbag: Dan’s thoughts on Palantir (PLTR) and its sky-high valuation 

27:40 Dan’s view on Shopify vs. Amazon (SHOP, AMZN)

34:15 Is Reddit a buy, sell or hold? (RDDT)
35:35: Break: Amber speaks to the CEO of Raymond James Canada about how the company is helping clients navigate volatility and change
38:15 Why Dan thinks Google will be a market share loser because of AI
42:50 How does Dan see the Robotaxi battle playing out?
44:50 Where does Apple fit in?
47:00 Pro Picks: Why he likes cash the best but suggests some other stocks (CSCO, MSFT, NVDA) 

56:00 Goodbye & coming up 


Sponsors

​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan.  Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

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. 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 

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, 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 Price of Admission: $50 Billion Manager Brent Joyce on Surviving Market Volatility15 May 202500:40:25

In this episode of In the Money with Amber Kanwar, Amber sits down with Brent Joyce, Chief Investment Strategist and Managing Director at BMO Private Investment Counsel, who oversees $50 billion in assets. They unpack the recent market volatility, driven largely by tariffs, and explore what investors need to know in a rapidly shifting macro landscape.

Brent explains why sharp market corrections—like a 10% drop—are not only normal but the “price of admission” for equity investors. He draws insightful comparisons between today’s environment and past crises, making the case that what we’re experiencing now has more in common with COVID than with the dot-com bubble or the 2008 financial crisis. Rather than calling it American exceptionalism, Brent argues that it’s global business success simply headquartered in the U.S., and why that distinction matters.

He also makes a strong case for Canadian equities, pointing to their global reach, attractive valuations, and solid dividends—arguing that Canada may be one of the most overlooked markets right now. On the fixed income side, Brent breaks down why bonds are still an essential part of a balanced portfolio, and he points out why the European market is one to watch but not get too carried away. 

Ultimately, Brent urges a defensive but steady approach: stay invested, stay diversified, and don’t let the noise knock you off course. If you want clarity, strategy, and perspective on where the markets might go next, this episode delivers.


Timestamps

00:00 Show intro
01:20 Amber welcomes Brent Joyce 

02:20 How did Brent know the market would rebound? 

03:30 Why this time is more like the covid crash than the dot-com bubble or GFC 

07:00 Why Brent believes in global exceptionalism not American exceptionalism

09:00 Why Brent is still bullish on the U.S. market
10:50 Is a recession on the horizon?
13:15 Break: Amber speaks to the CEO of Raymond James Canada about how the company is helping clients navigate volatility and change
15:35 Brent’s inflation expectations
17:30 Is the Fed behind the curve?
18:30 How will the trade war impact the Canadian economy?
19:50 Pro Picks
33:30 ETF Minute: CI’s new Solana ETF


Sponsors
​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan.  Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

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. 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.

ETF Minute is brought to you by CI Global Asset Management. Find out more about the new CI Galaxy Solana ETF here: https://funds.cifinancial.com/en/funds/alternative_investments/CIGalaxySolanaETF.html?currencySelector=1&seriesId=47440?cid=inthemoney_podcast_052025-en_CIGAMGalaxySolanaETF2025 = And learn more about CI’s digital assets here: https://www.cifinancial.com/ci-gam/ca/en/investment-solutions/cryptocurrency.html?cid=inthemoney_podcast_052025-en_CIGAMGalaxySolanaETF2025

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 


 BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, including BMO Private Investment Counsel Inc., in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth.  

 

BMO InvestorLine Inc. is a wholly-owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. 

 

“BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence. 

 

The content of this presentation is for informational purposes only and does not constitute financial investment, legal, tax, accounting, or other professional advice and should not be relied upon in that regard. The views expressed by the host and guest are their own, are subject to change without notice and do not necessarily reflect the opinions of any organization or company. The host and the guest and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented is intended for Canadian residents only and does not constitute an offer to buy or sell or an invitation or solicitation to do so regarding any securities or other product, service or information to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale. 

 

BMO Private Wealth and BMO InvestorLine Inc. do not accept responsibility for the content of this presentation and make no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions. 


Contact: questions@inthemoneypod.com


#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews


Buying $1 for 60 Cents — Richard Fogler’s No-Hype Investment Strategy20 May 202500:56:21

Market swings? Tariffs? Recession fears? Richard Fogler doesn’t flinch. In this episode of In the Money with Amber Kanwar, Amber sits down with the cool-headed CIO of Kingwest & Company to unpack his no-nonsense investing strategy: buy great businesses at a discount—and hold.


Fogler breaks down what he looks for in a company: resilience, unrecognized potential, and a clear path to value being realized—even if it takes years. He reveals the stock he’s held since the 1998 (hint: it started with a pool-cleaning side hustle and turned into a real estate powerhouse), why he believes TD Bank’s U.S. growth story is far from over, and why he’s not concerned AI is a threat to Google’s search business.  


Plus, don’t miss his latest Pro Picks: why Brookfield still looks undervalued, why Uber is just getting started, and how SmartCentres REIT is quietly unlocking big value through real estate development.


Whether it's finding overlooked gems buried in plain sight or explaining why macro noise is mostly just that—noise—Fogler shares decades of experience in how to tune out the chaos and stay focused on fundamentals.


Timestamps

00:00 show intro
03:10 Richard Fogler’s cool approach to investing
05:40 What does it take to get into Richard’s portfolio?
07:50 Fogler’s 50/50 approach to investing in the U.S. and Canada
08:50 Why Richard doesn’t attempt to forecast
11:00 How Richard chooses stocks as a value investor
17:30 ITM Mailbag: Does Google (GOOG) have what it takes to compete in AI or will the search business be crushed?
23:00 Richard’s thoughts on Canadian banks and TD after its money laundering scandal
29:20 Richard’s thoughts on mining giants BHP & Rio Tinto (RIO)
36:15 Why Richard thinks Walmart (WMT) is a great company but doesn’t own it 

39:55 Richard on Costco (COST) vs. Amazon (AMZN)

43:50 Richard Fogler’s Pro Picks 

Sponsors

​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan.  Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

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. 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.


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, 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 Most Ignored Stocks in Canada — and Why That’s a Good Thing22 May 202500:45:21

In this episode of In the Money with Amber Kanwar, we explore the often-overlooked world of small cap investing with David Barr, CEO of PenderFund. A seasoned investor since 2009, David explains why he remains committed to the space despite its volatility—and why it could be a hidden opportunity for patient investors.

He unpacks the regulatory and structural shifts that have drained capital from small caps, from tighter advisor rules to the rise of private equity, and explains how this has created a contrarian edge.

David also answers viewer questions on Thinkific (THNC), DentalCorp (DNTL), MDA Space (MDA), and Tantalus Systems (GRID), breaking down how each fits into his investment framework and what the market may be missing.

And of course, no episode would be complete without David’s Pro Picks — his top small cap stocks to watch right now. He spotlights Kraken Robotics (PNG), a company that went from treasure hunting tech to supplying sonar and underwater batteries for military and energy sectors; Dye & Durham (DND), a legal software firm caught in corporate drama but still generating serious free cash flow; and TerraVest (TVK), an under-the-radar industrial that’s grown into one of Canada’s best-performing stocks — and may still have room to double again.

Whether you're a small cap believer or just looking for smart investing ideas off the beaten path, this episode is packed with insights and analysis.


Timestamps

00:00 Show intro
01:50 Amber & David Barr discuss the challenging environment for small-caps
03:25 What’s the secret sauce of small-cap investing?
07:20 Why is the small-cap sector so starved?
10:00 Is there opportunity because there are so few small-cap investors? Is volatility opportunity?
12:30 Why David thinks small-cap investors have to understand the macro because it drives volatility
13:25 ITM Mailbag: What is Thinkific (THNC) in five years? Is it a scalable platform or a niche software business?
18:30 Will we see a round of IPOs? What’s in the pipeline?
19:20 What is David’s point of view on Lumine Group (LMN-TSX.V)?
21:45 What are David’s thoughts on Tantalus Systems (GRID-TSX)? 

25:30 Does David traffic in quantum stocks?
27:05 David’s thoughts on aerospace company MDA Space (MDA-TSX)
29:10 Does David like dentalcorp (DNTL-TSX)?
31:30 David’s thoughts on goeasy (GSY-TSX) 

33:40 David’s Pro Picks
44:30 Goodbye & coming up 


Sponsors
This episode is sponsored by BMO InvestorLine. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

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. 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

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, 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



Dennis Mitchell: The Brutal Truth About Real Estate, REITs & the Housing Crisis27 May 202500:52:40


Veteran investor Dennis Mitchell of Starlight Capital shares nearly 20 years of hard-earned insights into real estate investing—debunking myths, unpacking market fundamentals, and explaining why there is potential for serious upside in the REIT sector—if you have the discipline to wait.

In this episode of In the Money with Amber Kanwar, Dennis lays out his investing playbook: focus on recurring cash flow, irreplaceable assets, low leverage, and owner-minded management. He doesn’t claim to be a genius—just someone with more data, a longer time horizon, and a process that keeps emotions out of decision-making.

He also tackles Canada’s housing crisis with refreshing clarity. From immigration and supply shortages to municipal red tape and affordability myths, Dennis offers bold, actionable perspectives—and pushes for real government leadership and a national plan. As he says, “Nobody lives in a national house.”

He answers your questions on Minto Apartment REIT (MI.UN), RioCan REIT (REI.UN), SmartCentres REIT (SRU.UN), InterRent REIT (IIP.UN) —  which received a takeover bid the day of our release — and more — offering his honest assessments of their strengths, weaknesses, and where he’s putting his capital. He also shares his Pro Picks, the REITs he believes are best positioned today, including Killam Apartment REIT (KMP.UN) for its dominant position in Atlantic Canada and exposure to manufactured home communities, Chartwell Seniors Housing REIT (CSH.UN) for its post-pandemic growth in seniors housing, and VICI Properties (VICI), a U.S.-based REIT with triple-net leases, 100% occupancy, and built-in inflation protection.

Whether you're an investor, policymaker, or just trying to understand the real estate landscape, this conversation is packed with substance, strategy, and real-world relevance.

Timestamps

00:00 Show intro 

01:50 Why real estate in anything but boring 

04:00 Why REITs look attractive right now - the three sources of return 

05:25: Dennis’s real edge in real estate investing and why you should listen to him 

07:00 Understanding the REIT sector and the rate environment
10:00 Why isn’t there more M&A in the REIT space?
12:50 Dennis’s refreshing thoughts on Canada’s housing problem and how he thinks we can solve it
18:35 There’s no such thing as affordable housing
25:10 ITM Mailbag: Dennis’s thoughts on Minto Apartment REIT (MI.UN-TSX)
27:45 Is RioCan REIT (REI.UN-TSX) a buy for a long-term hold?
31:10 Dennis’s view on Smartcentres REIT (SRU.UN-TSX) 

34:20 Is Dream Industrial REIT (DIR.UN-TSX) a buy and hold?
36:10 Dennis’s view on Northwest Healthcare Properties REIT (NWH.UN-TSX)
39:50 What does Dennis think about Interrent REIT (IIP.UN-TSX)?
43:45 Dennis’s Pro Picks 


Sponsors
This episode is sponsored by BMO InvestorLine. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information


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, 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 Art of Value Investing (Even When Stocks Look Expensive)29 May 202500:45:38

Are U.S. stocks too expensive? Not necessarily, says Stan Wong. In this episode of In the Money with Amber Kanwar, he explains how the S&P 500’s valuation is skewed by tech, and why sectors like healthcare, industrials, and financials still offer compelling opportunities for selective investors.


Stan and Amber break down the TSX’s recent surge, driven by gold and financials, and debate whether Canada’s market strength is here to stay. Despite the headlines, Stan remains overweight U.S. equities, citing broader market depth and stronger fundamentals heading into mid-2025. He also shares how he handles market dips, the sentiment indicators he watches, and why long-term fundamentals matter more than short-term swings.


Answering viewer questions, Stan discusses names like Couche-Tard (ATD.TO), Uber (UBER), Shopify (SHOP), and United Health (UNH) — outlining where he’s invested, what he’s avoiding, and which stocks he’s recently sold. His stock selection strategy centers on companies with strong earnings growth and limited competition.


Stan’s top picks might surprise you- all three are sitting near all-time highs, but Stan still sees room for meaningful gains ahead. They include, Dollarama (DOL.TO), a dominant Canadian retailer with strong private label margins and little competition; MercadoLibre (MELI), the fintech and e-commerce leader of Latin America; and Netflix (NFLX), where he sees upside in ad-supported tiers, international growth, and unmatched pricing power. 


Insightful and grounded, this episode is a must-watch for investors seeking clarity and conviction in today’s markets.

Timestamps

00:00 Show intro
01:35 Amber speaks to Erin Allen of BMO Global Asset Management to discuss the ETF space
05:25 Amber welcomes Stan Wong and asks if he’s ready to put tariff anxieties to bed
07:00 What did Stan do during April’s volatility?
08:45 Is the Canadian market more attractive to Stan or does he still favour the U.S.?
10:30 How is Stan thinking about U.S. valuations?
11:30 Stan’s view on the bond market
14:15 Stan’s thoughts on Nvidia and why he holds it
15:30 ITM Mailbag: Does Stan think Couche-Tard (ATB.TO) is a buy and hold?
16:55 Stan’s thoughts on Brookfield Infrastructure Partners (BIP.A.TO)
18:40 Does Stan like Shopify (SHOP.TO)?

20:40 Why Stan sold Costco (COST.NASDAQ) recently 

24:15 Stan’s thoughts on Uber (UBER.NYSE)

27:25 What does Stan think about Canadian Tire (CTC.A.TO)?
29:35 Why Stan sold United Health before its big drop (UNH.NYSE)?
33:20 What does sports fan Stan think about the Raptor’s chances next year?
34:20 Stan Wong’s Pro Picks 


Sponsors
This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. It’s a great way to jumpstart your investment plan.  Learn more at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more information.

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, 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.

“BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence. 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. 

 

Beta: A measure of the volatility, or systematic risk, of a security or a portfolio in compar...

This Texas Energy Investor Spots Big Value in Canadian Oil Stocks03 Jun 202501:07:39

On this episode of In the Money with Amber Kanwar, Amber sits down with Josh Young, founder of Bison Interests, for a sharp, high-conviction conversation on the state of oil and gas investing. Based in Houston, Texas, Josh is a U.S. energy investor with a soft spot for Canadian oil and gas names. From small-cap bargains to activist shakeups, mergers, and Josh’s contrarian take on the oil cycle—this episode is a must-watch for investors looking to find value where others see risk.

Josh fields mailbag questions on some of the most closely watched names in energy. He breaks down why Whitecap’s (WCP) U.S. listing debate matters, Strathcona’s bid for MEG Energy (SCR, MEG), and why Canadian Natural Resources (CNQ) could be a surprise buyer. He compares CNQ and Suncor (SU), weighing their capital discipline and reserve outlook, and also takes a question on Cenovus (CVE)—where he doesn’t rule out the potential for activist involvement given its underperformance. Josh also shares his thoughts on Baytex (BTE), SandRidge (SD), and more.

In Pro Picks, Josh reveals he’s active in Journey Energy (JOY), which he believes holds major untapped value in conventional oil assets, power generation, and Duvernay shale. He sees Ensign Energy Services (ESI), which is backed by CNQ’s Murray Edwards and Prem Watsa’s Fairfax, as a misunderstood deep-value play, and he highlights Vital Energy (VTLE), a Permian name whose stock has been unfairly punished despite improved operations.

Timestamps

00:00 Show intro and why Josh has a soft spot for Canadian energy
03:20 Why U.S. and Canadian valuations look similar right now
04:45 How much risk tolerance do you need to be invested in this space?
07:20 How much M&A does Josh expect in the sector?
09:45 Is institutional money coming back into the space?
11:50 What does Josh think about Mark Carney and what he means for the sector?
13:40 Josh’s contrarian view on the oil price and why he thinks it’s going higher
18:40 What about the Saudis and OPEC? Is this a price war?
21:30 As an investor how does Josh think about Canada’s wildfires
24:45 Josh’s approach to finding oil & gas companies 

27:20 ITM Mailbag: Did Whitecap (WCP) talk about a U.S. listing when Josh met with them? And will the company cut its dividend?
32:50 Josh’s view on Strathcona’s (SCR) bid for MEG Energy (MEG) and who might step in with a richer price
39:00 Josh’s thoughts on a long-term price for Cenovus (CVE)
40:15 Josh’s thoughts on Suncor (SU) vs. CNQ
46:00 Will Baytex (BTE) ever recover?
49:00 Does Josh still like Sandridge? (SD.NYSE)

50:30 Josh’s Pro Picks 


Sponsors
This episode is sponsored by BMO InvestorLine. We all want to make the most of our investments. That’s why BMO InvestorLine is here. Start investing today with BMO InvestorLine. wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. Visit 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.


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, 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


Distress, Discipline & Deep Value: Daniel Lewis on the Hunt for Orphan Stocks 05 Jun 202500:49:58

In this episode of In the Money with Amber Kanwar, investor Daniel Lewis, founder of Orange Capital, reflects on his journey from billion-dollar hedge fund manager to nimble, independent investor building a concentrated portfolio of distressed bets and ‘orphaned’ stocks everyone else is missing. 


Lewis shares how he built his reputation by diving headfirst into some of the most controversial and underfollowed stock stories. From friendly activism to quiet turnarounds, he pulls back the curtain on what it really takes to invest in special situations — and why Canada’s governance quirks make it a “wild west” of opportunity.


He talks candidly about failed bets like Bellatrix and fund burnout, and why that chapter led to richer, more rewarding investing today. He also warns of the "melting ice cube" effect on legacy businesses that fail to evolve with AI, and argues that investors are dramatically underestimating the risk of obsolescence.


Daniel shares three of his latest distressed bets, each with major upside potential — and yes, real risk. He walks through the deep value case for Claros Mortgage Trust (CMTG), a mortgage REIT trading at a fraction of book value; explains why Hippo (HIPO) is more than just an insuretech story and could re-rate as a high-margin fee-based business; and makes the bold bull case for Better Home & Finance (BETR), calling it a true AI-native company hiding in plain sight. With echoes of Carvana and a wild ride of its own, Better could be a 30-50x return — or go to zero.

Timestamps

01:55 Daniel’s investing style and why he thinks Canada is ripe with opportunities
03:30 Daniel on ‘friendly’ activism and why it can be incredibly rewarding 

05:30 Why Daniel talks about this mistakes and what he’s learned over the years 

10:15 Daniel’s involvement in Canada right now
12:45 Daniel on why distressed investing is still relevant
16:15 Why you need to have a high risk appetite for this type of investing but there is the possibility of major upside
20:10: Daniel on distress in large cap stocks
23:00 How to spot the winners and losers and the risk of obsolescence
28:40 Daniel on being opportunistic and why he picked up down and out SPACs
32:00 Daniel’s Pro Picks 


Sponsors

This episode is sponsored by BMO InvestorLine. We all want to make the most of our investments. That’s why BMO InvestorLine is here. Start investing today with BMO InvestorLine. https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20

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.


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, 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

60-Year Market Veteran Warns: U.S. Stocks Are in Trouble, Gold is the Safe Haven 10 Jun 202501:06:15

Veteran investor Ross Healy has been navigating markets for 60 years — and right now, he’s sounding the alarm. In this episode of In the Money with Amber Kanwar, Ross explains why he believes U.S. stocks are dangerously overvalued and could be facing a major correction. He draws unsettling parallels to past bubbles, including the 2000 tech crash, and warns that the S&P 500 could fall by more than 50% as valuations snap back to reality. Despite the looming risks, Ross is far from sitting on the sidelines.


Ross fields questions from viewers on a wide range of names, including the Canadian telecom stocks, Shopify (SHOP.TO), Lululemon (LULU), Power Corp (POW.TO), and Algoma Steel (ASTL.TO). He explains why he thinks BCE and TELUS (T.TO) face serious headwinds, why Rogers (RCI.B.TO) stands out as a safer bet, and why Shopify’s sky-high valuation just doesn’t justify the return. He remains fully committed to gold, noting that while Canadian investors are already on board, the real upside will come when American investors begin piling in. 


When it comes to his Pro Picks, Ross names three stocks he’s buying right now. He’s bullish on Fortuna Mining (FVI.TO), a gold-focused producer he believes is still undervalued despite its recent run. He sees big turnaround potential in Laurentian Bank (LB.TO), which is trading at multi-decade lows. And for portfolio stability, he likes Atco (ACO-X.TO), a utility stock with a solid balance sheet, steady dividend, and long-term upside.


If you're trying to make sense of today’s overheated markets — and want to know where a market veteran is actually putting his money — this is a conversation you don’t want to miss.


Timestamps

00:00 Show Intro
01:45 Ross Healy talks about his 60 years in the investment industry 

03:00 Ross’s view on why markets are shaking off tariffs
05:35 Why Ross thinks markets are too excited about artificial intelligence and its economics
08:45 Why Ross is very concerned about U.S. stocks and specifically the Magnificent 7 stocks
14:00 Why believes the solvency of the U.S. economy is a major problem and tells us why
18:30 Why this time is like the dot com bubble and how Ross called the bottom
20:35 Ross thinks the S&P 500 could drop more than 50%
23:00 ITM Mailbag: Why Ross is very bullish on gold and precious metals
27:00 Why Ross thinks there’s upside for the TSX because of the index’s weight in commodities

29:00 Why Ross likes nat gas stocks
30:26 Ross’s hot take on Parkland (PKI.TO)
33:00 Ross’s take on BCE & Rogers (BCE.TO, RCI.B.TO) 

36:30 Why he views Telus (T.TO) as something in between BCE & Rogers
39:30 Why Ross likes Power Corp. (POW.TO)
44:25 Ross’s take on Algoma Steel (ASTL.TO)
47:00 Why Ross would take a run at Lululemon (LULU)
50:00 Ross can’t forget about Shopify’s sky-high valuation
52:30: Pro Picks
1:05:40 Goodbye & coming up 


Sponsors
Ready to take your trading to the next level? For those interested in the dynamic world of options, BMO InvestorLine provides a robust self-directed platform. Start investing today with BMO InvestorLine.
https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20


For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. Visit 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.


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, 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


Cole Smead: The Market is Dead Wrong on Canadian Energy 12 Jun 202501:01:12

Cole Smead is back—and doubling down. The outspoken U.S. fund manager returns to In the Money with Amber Kanwar to explain why he's still bullish on Canadian energy stocks despite investor apathy, volatile oil prices, and political headwinds.


He breaks down the major disconnect between market perception and industry fundamentals, explains why Canadian oil stocks are "a buy across the board," and unveils his theory of consolidation: “Who’s your daddy?” From Strathcona’s move on MEG to a wild forecast that Cenovus could end up with Suncor, Cole doesn’t hold back.


Smead tackles listener questions on some of the most talked-about names in the oil patch. He gives his take on Whitecap (WCP.TO), discusses whether Baytex (BTE.TO) or Athabasca (ATH.TO) are M&A targets, and why Imperial Oil (IMO.TO) has worked—despite his skepticism about its dividend strategy. He also breaks down CNQ (CNQ.TO)’s place in the market as a go-to for generalist investors. 


He brings back two of his highest-conviction ideas from March—Strathcona Resources and Cenovus Energy (CVE.TO)—and adds a new one: Glencore (GLEN.L). He’s confident the MEG deal will close and sees Strathcona as a future consolidator of the Canadian oil patch. While Cenovus has underperformed, he believes it's undervalued and could be in play soon. And for broader commodity exposure, he likes Glencore—a global play on commodities, specifically coal, that he sees as well-positioned to outperform stocks over the next decade.


Timestamps

00:00 Show intro
02:05 Cole says people don’t understand what’s happening in the Canadian energy market 

04:30 Why Cole calls this the ‘low T era’
08:00 Cole’s theory of consolidation: Who’s Your Daddy? 

10:00 Does Cole spend much time thinking about where oil prices should be relative to where they are?
16:00 Cole on what Carney means for the oil patch
17:50 Cole’s take on Strathcona’s bid for MEG Energy
22:25 Why Cole thinks commodities will beat stocks over the next 10 years
25:40 ITM Mailbag: Cole’s thoughts on Whitecap (WCP.TO)
29:35 Is Baytex (BTE.TO) the next acquisition target? 
31:55 Is Athabasca Oil (ATH.TO) the next takeover target? 

34:45 Will CNQ ever get a bid? 

39:20 Why Cole likes Imperial Oil (IMO.TO)
43:10 Are natural gas stocks a buy?
44:00 Cole’s Pro Picks
1:00:20 Goodbye & coming up 


Sponsors
Ready to take your trading to the next level? For those interested in the dynamic world of options, BMO InvestorLine provides a robust self-directed platform. Start investing today with BMO InvestorLine.
https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20


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.


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, 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


Bullish Brian Belski: U.S. Exceptionalism is Alive and Well19 Jun 202500:51:50

Veteran strategist Brian Belski joins Amber Kanwar with his trademark optimism—and a dose of contrarian thinking. From his infamous 2007 “sell financials” call to his current view that U.S. stocks are still in a long-term bull market, Belski  breaks down why fundamentals still matter, why he’s not buying into the hype around low valuations in Europe, and why he believes U.S. exceptionalism is alive and well—despite what the skeptics say.


The Chief Investment Strategist at BMO Capital Markets makes the case for a real stock picker’s market, explains why index investing may be losing its edge, and warns that investors driven by emotion instead of analysis are likely to get burned.


In his Pro Picks, Belski highlights the areas he’s leaning into right now: artificial intelligence, but through cybersecurity names that stand to benefit from AI’s rise; U.S. financials with scale, stability, and strong relationships; and overlooked small-cap value stocks that offer resilience, liquidity, and long-term upside.


Timestamps
00:00 Show intro 

02:05 Amber welcomes ‘bullish’ Brian Belski
 04:40 Why Brian believes the fundamental construct of the U.S. and Canadian markets has not changed 
 05:30 Brian tells the story about how he was the first strategist to put a ‘SELL’ on U.S. banks in 2007 
 10:30 Why Brian is underweight the Magnificent 7 and more concentrated in a stock picker’s market 
 14:40 He’s ‘bullish’ Brian Belski but chooses where he’s going to be tactical 
 15:40 Why U.S. exceptionalism is alive and well 
 20:45 Why the U.S. market is entering a period of normalization, but U.S. stocks are still in the middle of a 25-year bull market 
 22:50 Why Europe is a value trap 
 24:55 Where does Canada fit in? 
 26:40 The bear argument 
 28:40 Brian believes at the end of the big bull market in 10 years a commodity supercycle will begin 

31:45 Brian’s view on interest rates 
 35:50 What is Brian telling his clients about tariffs? 
 38:55 Pro Picks 

Sponsors
Ready to take your trading to the next level? For those interested in the dynamic world of options, BMO InvestorLine provides a robust self-directed platform. Start investing today with BMO InvestorLine.
https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. Visit 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.

FOR BMO DISCLAIMERS PLEASE CLICK HERE: https://www.bmo.com/en-ca/main/personal/investments/direct-investing/investorline/itm-pod-cm-disclaimer/  


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

Tech Turmoil Is Done—Here’s What Comes Next17 Jun 202501:00:31

In this episode of In the Money with Amber Kanwar, CI Global Asset Management’s Peter Hofstra shares why he believes the worst of tech sector volatility is behind us and why he remains optimistic on AI. He points to strong and steady spending in the space as a sign that fundamentals are intact, even as market sentiment swings. While he uses puts to manage risk when valuations run high, Hofstra makes it clear: right now, he sees more opportunity than downside.

In the mailbag segment, Peter offers up his candid views on some of the most talked-about stocks. He breaks down whether Apple (AAPL) still deserves its premium valuation, why he thinks UnitedHealth’s (UNH) massive selloff might be overdone, and whether Alphabet (GOOG) can remain a dominant player in a post-search world. He also shares his take on Constellation Software’s (CSU) M&A model and culture, and weighs in on the risks of customer concentration in names like Celestica (CLS).

When it comes to his current high-conviction holdings, Peter points to Microsoft (MSFT), ServiceNow (NOW), and Thermo Fisher Scientific (TMO) as standout names that combine strong fundamentals, durable growth, and solid balance sheets. These are companies he believes are built to withstand any macro turbulence and continue compounding returns over the long term. It’s a glimpse into how one of Canada’s top innovation investors is positioning for the next wave of opportunity.

Timestamps

00:00 Show Intro
08:15 How do macro forces factor into his approach, and what about downside protection? 

10:30 The tech valuation question and the Magnificent 7 

12:55 Why is Nvidia going nowhere?
15:00 Deepseek, tariffs and the threat from China on AI and tech 

18:15 Key risks with AI 

19:15 What does it take to get into Peter’s portfolio and how active is he? 

22:20 Why Peter is worried about Apple (AAPL) because it’s losing on AI 
26:20 Peter’s thoughts on Palantir (PLTR) and its rich valuation 

31:00 Peter’s view on UnitedHeath (UNH) 

37:20 Is Celestica (CLS) a buy at these levels? 

40:30 Constellation SoftwareN(CSU) has been a huge winner, is it still a buy?
43:05 Is Peter worried about Google (GOOG)?
50:45 Peter’s Pro Picks
59:45 Goodbye & coming up


Sponsors

Ready to take your trading to the next level? For those interested in the dynamic world of options, BMO InvestorLine provides a robust self-directed platform. Start investing today with BMO InvestorLine.
https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20

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

Learn about CI Global Asset Management’s Global Alpha Innovation ETF here: https://funds.cifinancial.com/en/funds/ETFS/CIGlobalAlphaInnovationETF.html?currencySelector=1&classId=482&redirect_type=class_ida&cid=inthemoney_podcast_fnd-en_CIGAMIntheMoneyPartnershipQ225

Learn about CI Global Asset Management’s Global Artificial Intelligence Fund here: https://funds.cifinancial.com/en/funds/mutual-funds/CIGlobalArtificialIntelligenceFund.html?currencySelector=1&classId=482&redirect_type=class_id&cid=inthemoney_podcast_fnd-en_CIGAMIntheMoneyPartnershipQ225

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.

CI GLOBAL ASSET MANAGEMENT DISCLAIMER 

IMPORTANT DISCLAIMERS:

 

This segment of “In the Money with Amber Kanwar with Peter Hofstra” has been paid in part by CI Global Asset Management.

 

This podcast is provided as a general source of information. The opinion and information provided in this discussion are solely those of the speaker(s) and are not to be used or construed as personal, legal, accounting, taxation or investment advice, or as an endorsement or recommendation of any entity or security discussed or provided by CI Global Asset Management.  Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. 

 

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and exchange-traded fund (ETF) investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compound 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 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 and ETFs are not guarantee...

A Pro’s Brutal Honesty on Your Favourite Stocks26 Jun 202501:00:24

Is the market's resilience a sign of strength—or just an illusion driven by a handful of tech giants? On this episode of In the Money with Amber Kanwar, JoAnne Feeney, Partner & Portfolio Manager at Advisors Capital Management, unpacks what’s really going on beneath the surface of the S&P 500. From interest rates and inflation to tariffs and global instability, she explains why valuations are holding up—and why it’s a time to stay invested, but stay selective.


In the mailbag, Feeney breaks down whether beaten-up names like Nike (NKE), UnitedHealth (UNH), Intel (INTC), and Target (TGT) have a path to recovery—or more pain ahead. She also weighs in on how Visa (V) and Mastercard (MA) stack up against stablecoins, what Tesla’s (TSLA) robo-taxi hype means for the stock, and whether defense players like Lockheed Martin (LMT) and Kratos (KTOS) still have room to run.


Plus, her Pro Picks: discount retail gem TJX Companies (TJX), under-the-radar healthcare play Quest Diagnostics (DGX), and semiconductor leader Broadcom (AVGO), which she believes is quietly outshining Nvidia.


Timestamps

00:00 Show intro
03:20 JoAnne Feeney’s investing style 

06:00 U.S. vs International stocks
09:40 JoAnne thinks Powell is doing exactly what he’s doing
12:50 Understanding the U.S. consumer, tariffs and price increases 

16:50 What risks would make JoAnne more cautious than she is right now?
19:50 How does JoAnne think about real-time indicators and rates? 
23:10 ITM Mailbag: Why JoAnne does not own Nike (NKE)
24:50 JoAnne’s thoughts on UnitedHealth (UNH)
26:40 JoAnne’s take on Visa (V) & Mastercard (MA) and what stable coins mean for the businesses 

33:30 Why JoAnne doesn’t own Tesla (TSLA)
37:50 Why JoAnne likes owning defence stocks
41:15 Is there any hope for Intel (INTC)?
44:50 JoAnne’s thoughts on Target (TGT)
48:40 JoAnne’s Pro Picks 

59:30 Goodbye & coming up 


Sponsors
This episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. Visit 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.


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, 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


.


This AI Model is Hunting for Dividend Paying Stocks- and Outperforming the Index24 Jun 202500:53:47

Would you trust AI to pick your investments? On this episode of In the Money with Amber Kanwar we sit down with Noah Solomon, CEO of Outcome Metric Asset Management, to unpack how he developed an artificial intelligence program to systematically pick Canadian dividend-paying stocks. With a track record of beating the index by 2,500 basis points net of fees, Noah breaks down what makes his model so effective and how "paranoia built into the algorithm" has helped him weather market storms without ever trying to time them.

In the mailbag segment, Amber challenges Noah’s model with some of the most popular (and controversial) Canadian dividend names. What does the AI think about BCE post-dividend cut? Why does it still like Cargojet despite the sell-off? How does it treat Manulife after its recent breakout? And why do Canadian banks get such a small weight in the portfolio despite their cult-like status among investors?

Then, it’s time for Noah’s Pro Picks—three dividend stocks his model is heavily leaning into right now. From gold royalty streamers like Wheaton Precious Metals, to low-volatility staples like Empire, and power producers like Capital Power, he breaks down what’s screening well and why. If you want to take the emotion out of dividend investment, this is the episode to watch.

Timestamps

00:00 Show Intro
03:30 How Noah uses AI to choose dividend paying stocks
05:10 Noah’s backstory
10:15 Why Noah is focused on dividend paying Canadian stocks
11:30 The main factors the algorithm screens to choose equities 
16:55 Why the weighting of stocks in a portfolio matters so much

19:55 Outcome Asset Management is beating the index by using AI (and with much less volatility)
21:00 How Noah thinks about risk
23:40 It’s very hard to time the market, so why do people try to do it?
27:00 Volatility and emotions
29:35 ITM Mailbag: Noah’s fund owns all of the Canadian banks, but the weighting in the portfolio is very low
34:15 What about BCE? Does he own it since the company recently cut the dividend
38:20 What about Manulife? Are technicals factored into the statistical model?
39:55 What about Cargojet and outside factors like trade and tariffs? Paranoia is built into the model
43:35 Noah’s Pro Picks
53:05 Goodbye & coming up 


Sponsors
Ready to take your trading to the next level? For those interested in the dynamic world of options, BMO InvestorLine provides a robust self-directed platform. Start investing today with BMO InvestorLine.
https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. Visit 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.


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, 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



What Being a Prison Guard Taught John Ewing About Activist Investing01 Jul 202501:00:52

What did two summers as a prison guard teach John Ewing about shareholder activism? A lot, it turns out. Before co-founding Ewing Morris Investment Partners, Ewing learned how to stay calm under pressure, exert influence without force, and solve problems without escalating conflict. In this episode of In the Money with Amber Kanwar, he explains how those early lessons shaped his low-drama, high-conviction approach to engaging with management—and unlocking hidden value.

John breaks down his unique philosophy: why he avoids mega-cap tech and prefers small and mid-cap North American stocks that offer misunderstood value. Learn how he applies private equity-style thinking to public markets digging into balance sheets, calling suppliers, and even walking factory floors to spot undervalued opportunities.

From early activist wins like ZCL Composites to recent battles at Parkland (PKI.TO)  and InterRent (IIP.UN.TO), John shares the inside scoop on Canadian shareholder engagement, the importance of aligned boards, and why Canada is an ideal market for activism. In the mailbag: John weighs in on undervalued Canadian REITs like Primaris (PMZ.UN.TO), the shake-up at InterRent, and whether he’s bullish on Mattr Corp (MATR.TO), Computer Modelling Group (CMG.TO), or Red Cat Holdings (RCAT). Plus, why he stays away from balance sheet-heavy lenders like GoEasy (GSY.TO) and Propel (PRL.TO).

Then, it’s time for his Pro Picks - three high-conviction small-cap stocks he’s buying now: Latham Group (SWIM): A pandemic darling turned comeback story in fiberglass pools, Driven Brands (DRVN): The quiet winner in auto quick-lube services with scalable unit economics and Minto Apartment REIT (MI.UN.TO): A potential take-private candidate trading at a steep NAV discount.

If you’re looking to invest with conviction, understand activism without the headlines, or simply want to discover under-the-radar stocks with long-term potential - this episode is packed with actionable insights.

Timestamps

00:00 Show intro
02:00 John Ewing’s investing style in small and mid-cap stocks 

04:30 The evolution of John’s activist investing
06:00 What John learned from his summer job as a prison guard
08:00 John’s first activist campaign
11:00 John’s thoughts on the outcome with Parkland
16:00 Are companies getting more sophisticated in dealing with activists?
19:00 How does macro fit into his approach?
20:00 ITM Mailbag: What does John think about the shake-up at Interrent (IIP.UN)
24:25 Does John still own and like Mattr? (MATR) 

27:55 John’s opinion on Computer Modelling Group (CMG)
34:00 How do site visits help John evaluate a business?
36:20 Why John likes Primaris REIT
41:15 Why John stays away from names like goeasy
42:40 Why John isn’t interested in a name like RedCat Holdings
44:50 John’s Pro Picks


Sponsors
​​This episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.


Pro Picks is brought to you by ATB Financial. Visit 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.


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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.

 

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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


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