In the Money with Amber Kanwar

Opendoor has skyrocketed more than 700% since Eric Jackson first tweeted about it this summer and he says the rally may just be getting started. In this episode of In the Money with Amber Kanwar, the Canadian hedge fund manager returns to explain how he went from an Opendoor skeptic in January to leading a retail “Open Army” that helped drive sweeping management changes, brought the founders back to the board, and turned the stock into his next Carvana-style bet. He's convinced a growing group of retail investors to get into the name and takes time everyday to try to get Drake on board. As he tells us, the rapper's head of security has joined the army and he's getting closer to the superstar too. Jackson also reveals how our show played a role in his conviction on Better Home & Finance (BETR). After hearing about it here, he dug deeper, built a position, and unleashed the same retail energy that powered Opendoor, sending the stock soaring.In Past Picks, Amber checks in on Jackson’s January calls: BTQ (BTQ) and Rigetti Computing (RGTI) which have soared, and Peloton (PTON), which has stayed flat. Find out which ones he’s still holding and why.Then, in his Pro Picks segment, Jackson doubles down on Opendoor (OPEN) and Better (BETR), while adding two Bitcoin miners that are morphing into AI infrastructure plays: Cipher Mining (CIFR) and Iris Energy (IREN). He breaks down why both could ride the surging demand for data centre capacity and why retail investors are once again getting there before Wall Street.Whether you’re fascinated by activist investing, looking for the next 100X opportunity, or just curious how a hedge fund manager can rally a global retail movement, this episode shows exactly how Jackson is rewriting the playbook on stock picking.Timestamps00:00 Show intro08:00 Using AI to select new promising stocks like Carvana09:30 Eric’s story on why and how he bought Carvana when most others had left it for dead16:05 Is Opendoor (OPEN) the new Carvana (CVNA)?22:00 The math that gets Eric to $82 per share on Opendoor25:20 Why Eric says Opendoor is not like Gamestop28:00 Eric’s history of activism and his approach to Opendoor34:20 What Eric tells the haters37:25 How did he get the idea to go to Drake’s house everyday & how close is Drake to buying shares?43:40 Eric’s new bold position in Better Home & Finance (BETR) which was an idea from Dan Lewis on our show back in June51:40 What about the risks? Shouldn’t investors just allocate a small part of their portfolios to this style of investing?53:40 The Rising Dynasty: Why this style of investing can help the middle class1:00:45: Eric’s Past Picks: BTQ Technologies (BTQ), Rigetti Computing (RGTI), Peloton (PTON)1:05:35 Eric’s Pro Picks: IREN & CIFR SponsorsFor 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 informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews.

Rick Rule is back on In the Money with Amber Kanwar, and this time he’s doubling down on precious metals. In this wide-ranging conversation, the legendary resource investor explains why he believes we’re still in the early innings of a commodities bull market and how investors should think about energy, rare earths, and precious metals right now.In the listener mailbag, Rick answers a round of questions across the resource spectrum. He says he’s a copper bull but believes it needs a break and discusses names like Freeport-McMoRan (FCX) and NGex (NGEX).  He says he’s even more bullish on silver than he is on gold and suggests a number of ways to play it including New Pacific Metals (NUAG), Vizsla Silver (VZLA), AbraSilver (ABRA), Aya Gold & Silver (AYA), Pan American Silver (PAAS) and GoGold (GGD). He also shares his outlook on uranium suggesting that there is still upside in Cameco (CCJ) and gives perspective on rare earth players like Meteoric (MEI) and Aclara Resources (ARA.TO). He also weighs in on mining focused investment firm Dundee (DC.A.TO). From big caps to thinly traded juniors, Rick lays out what’s worth watching and what to avoid.Amber and Rick walk through the performance of his past picks (ARX.TO, TOU.TO, PEY.TO) and of course, Rick reveals his latest Pro Picks. This time he highlights three very different opportunities: Sprott (SII.TO), the go-to brand for precious metals exposure; EMX Royalty (EMX), a fast-growing junior royalty company with a powerful merger story; and ExxonMobil (XOM), his low-risk bet on the future of energy. Together, they showcase how Rick is positioning for what he sees as a long runway ahead for commodities.If you want insight on where to find value in today’s volatile markets—and which commodity plays he thinks are best positioned for the next decade—this is an episode you don’t want to miss. Timestamps00:00 Intro & details on swag giveaway01:55 Rick Rule returns to the podcast and says we’re in the early innings of a gold price boom05:30 How has the last 9-months informed Rick’s view on gold and the USD?08:00 So is this like the 1970s?10:20 What about the Dotcom era?14:00 We’re in inning 3 of a 9 inning game when it comes to gold16:00 Rick talks about the bank he’s building20:00 ITM Mailbag: Copper, Ivanhoe Mines (IVN, FCX,NGEX)24:30 Junior copper players26:20 Rick’s more bullish on silver than gold, and tells us what he owns (New Pacific, Vista, Abra, Aya)30:00 Not pure silver miners (Pan American, Wheaton Precious)33:35 Dundee Corp. stock (DC.A)36:50 Orla Mining stock (OLA)38:25 Rapid fire small cap questions (FMT-V, ECOR, Rare Earths, Uranium)44:20 Rick’s Past Picks (ARX, TOU, PEY)48:15 Rick’s Pro Picks (SII, EMX, XOM) SponsorsFor 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 informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews.

There’s no shortage of negativity in the real estate sector but Jeff Olin, one of Canada’s top real estate investors, believes there are opportunities to be had. The President & CEO of Vision Capital has built a track record of finding value in real estate when others miss it, and he shares where he’s bullish, where he’s cautious, and why supply and demand is his ultimate “North Star.”He takes questions from our viewer mailbag, sharing a no-holds barred, unfiltered perspective on real estate stocks. He weighs in on Canadian Apartment REIT's (CAR.UN) struggles, the long-term outlook for Mainstreet Equity (MEQ), and what could come from H&R REIT's (HR.UN) strategic review. He also explains why Allied Properties (AP.UN) may have no choice but to cut its distribution, unpacks the messy Artis REIT (AX.UN) takeover deal, and gives his take on cold storage giant AmeriCold (COLD) and new IPO GO Residential (GO.U). If you’ve been watching these names, you’ll want to hear his candid insights.Jeff ends the episode with his three high-conviction ideas: Chartwell Retirement Residences (CSH.UN), a seniors’ housing play with powerful demographic tailwinds; Dream Industrial REIT (DIR.UN), a deeply discounted industrial name with strong income and growth potential; and First Capital REIT (FCR.UN), which he calls the highest-quality grocery-anchored shopping center portfolio in the world.Don’t miss this masterclass in navigating real estate investing from one of the sharpest minds in the sector.Timestamps00:00 Intro & info on swag giveaway 02:15 Jeff Olin’s approach to investing 06:00 Why he’s constructive on certain asset classes (and names which ones)11:00 Why his M&A track record has been so good 13:00 Jeff’s thoughts on InterRent 17:15 Why Jeff is fairly neutral on office today 20:45 Jeff’s view the condo market right now 23:40 ITM Mailbag: Canadian Apartment REIT  (CAP.UN)26:30 Mainstreet Equity stock (MEQ) 30:00 H&R REIT (HR.UN)33:00 Americold 36:50 Allied Properties REIT (AP.UN) 43:14 Artis REIT (AX.UN) 49:00 Go Residential (GO.UN)54:00 Jeff’s Pro Picks (CHR.UN, DIR.UN, FCR.UN)SponsorsFor 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 informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

Markets are at record highs, but can the rally last? In this episode of In the Money with Amber Kanwar, renowned technical analyst Katie Stockton of Fairlead Strategies dives deep into the power of technical analysis explaining how she uses price trends, moving averages, MACD, stochastic oscillators, and relative strength ratios to spot market tops, breakouts, and buy signals. She shares why technicals became a crucial tool for investors after 2008, how they help manage risk, and why even long-term investors should respect what the charts are saying.Katie and Amber cover the S&P 500, NASDAQ 100, and Russell 2000 at all-time highs, explaining why momentum remains strong despite short-term signs of exhaustion. They explore the TSX’s outperformance, gold’s breakout and its impact on gold miners, and how international markets are finally catching up to the U.S. Katie also explains why uranium ETFs are flashing bullish technical signals, why silver’s explosive move still has room to run, and why biotech ETFs like XBI and IBB may need more consolidation before moving higher.They also dig into beaten-down names like Lululemon and UnitedHealth, showing how technical analysis can help investors find stabilization levels before buying. In Pro Picks, Katie reveals two buy signals and one sell: Apple breaking out above resistance with fresh momentum, Blackstone generating a long-term momentum buy signal, and Visa showing a topping formation that could lead to further downside.Whether you’re a trader searching for chart setups, an investor weighing AI-driven market leadership, or someone wondering if gold and uranium still have room to run, this episode delivers actionable, technically driven insights you won’t want to miss.👉 Check out Katie’s research trial at FairleadStrategies.com/trialTimestamps00:00 Show intro 02:20 Katie breaks down the basics of technical analysis05:35 Do fundamentals and technicals work together?08:45 Why 2008 was a turning point for technical analysis10:45 What are Katie’s favourite predictive indicators?14:30 What do the technicals say about the S&P 500 and longevity of the rally?20:50 The parallels and difference between the dot com bubble and now22:30 What about meme stocks?25:50 The technicals on the TSX 30:15 Gold vs gold stocks32:30 Uranium34:50 Silver36:00 Biotech37:30 Lululemon stock (LULU)40:35 United Health stock (UNH)42:30 Katie’s Pro Picks (Buy AAPL & BX, Sell V)SponsorsFor 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 informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews.

Value stocks are back and Canadian equities may finally be getting the recognition they deserve. In this episode of In the Money with Amber Kanwar, 40-year market veteran Kim Shannon, founder of Sionna Investment Managers, shares why she believes Canada and value investing are poised to outperform in the next decade, despite the market’s obsession with AI, growth, and U.S. mega caps.Kim argues that we’re in the midst of a speculative market, with U.S. indexes trading at historically high P/E multiples. She points to the Schiller P/E as a warning signal, suggesting that U.S. equity returns could average just 1% over the next 10 years compared to 5–7% for Canada. With inflation sticking around, she explains why value stocks, especially in resource-rich, dividend-heavy markets like Canada, have the edge.In the mailbag, Kim breaks down some of her current views on Canadian Tire (CTC.A) as a defensive retail name with a 4% yield, Alimentation Couche-Tard (ATD) as a compounder that’s been temporarily punished for its failed 7-Eleven bid, and CN Rail (CNR) as a long-term winner getting more attractive. She also discusses Rogers (RCI.B) and Quebecor (QBR.B), the telcos she likes, and explains why she’s avoiding REITs for now due to debt and lack of catalysts.Then, in her Pro Picks segment, Kim reveals three high-conviction ideas: Bank of Nova Scotia (BNS) as a turnaround story in Canadian banking, Cenovus Energy (CVE) as a disciplined energy name with acquisition upside, and she lays out her gold strategy with Agnico Eagle (AEM) and Barrick Mining (ABX), marking a rare moment where she’s market-weight gold for the first time in her career.Whether you’re looking for dividend-paying Canadian stocks, worried about U.S. tech valuations, or exploring ways to hedge against interest rate risk and inflation, this episode is packed with insights from one of Canada’s most respected value investors.Recorded on: Wednesday September 10th, 2025Timestamps00:00 Show intro and info on swag giveaway02:25 Kim says the world needs to wake up on Canadian and value stocks04:30 Reconciling negative headlines on Canada and optimism on stocks07:00 Why we’re in the third biggest speculative market this century09:30 Why the U.S. market is likely reaching a peak10:55 Is Kim a perma-bull on Canadian value?13:00 You can see a recovery in value in Canada and Europe15:00 The risk of rate cuts in this environment20:50 ITM Mailbag: Canadian Tire stock (CTC.A.TO)25:10 Couche-Tard stock (ATD.TO)29:20 Are tariffs affecting where Kim wants to pull the trigger? 32:00 Does Kim have a favourite Canadian telco stock? (RCI.B, QBR.B, BCE)36:15 Why Kim doesn’t own any REITs right now38:00 Canadian railroad stocks (CN.TO, CP.TO)42:40 Pro Picks (BNS.TO, CVE.TO, AEM.TO, ABX.TO)SponsorsFor 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 informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

It's the biggest takeover battle in Canada right now. Adam Waterous returns to In the Money with Amber Kanwar to make his case for why MEG Energy shareholders should vote for his offer. As Founder & Executive Chairman of Strathcona Resources he’s going head-to-head against Cenovus in a high-stakes bidding war.In this candid conversation, Adam explains why Strathcona raised its offer, what makes his all-share deal different from Cenovus’ largely cash bid, and why he believes MEG shareholders are leaving nearly $4 billion on the table if they don’t back his plan. He also tackles tough questions about shareholder concerns, Strathcona’s special dividend, and whether critics are right to call his stock “inflated paper.”Adam lambastes MEG's board for never engaging with him from the very beginning and tells how much Cenovus should have fork over to outbid him. If you want to understand what’s really at stake in the MEG Energy bidding war — and hear directly from the man behind one of the boldest plays in oil sands history — you won’t want to miss this interview.Timestamps00:00 Show intro & details for swag giveaway  02:15 Adam Waterous tells Amber why he increased his offer for MEG Energy  06:20 Adam makes his sales pitch for why MEG shareholders should tender to Strathcona 14:00 Questions about Adam’s argument  16:25 Break  16:50 What kind of feedback is Adam getting from MEG shareholders?  18:50 How far is Adam willing to go to get MEG?  21:35 Pushback of shareholders  25:20 Is Strathcona using ‘inflated paper’ for the transaction?  29:00 Adam on the special dividend  31:35 Are there options for M&A other than MEG?  36:10 Why won’t Adam just offer a 4-handle and be done with it?  39:15 Does MEG’s rejection feel personal?  42:10 Adam believes MEG’s board is not acting in the best interests of shareholders  44:50 Where is Strathcona in two years? Why Adam is bullish on Canada’s oil sector  46:50 Mike Larson of the Moneyshow tells viewers about the upcoming event in Toronto SponsorsFor 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 informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comFind tickets for Toronto’s MoneyShow at: https://toronto.moneyshow.com/DISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews.

Stocks are soaring on AI hype but are investors missing the real risks? In this episode of In the Money with Amber Kanwar, legendary Wall Street strategist Larry McDonald, founder of the Bear Traps Report and author of the new book How to Listen When Markets Speak, explains why the next big rotation is already underway from overvalued tech stocks to overlooked hard assets.Larry explains why gold, silver, copper, uranium, and even coal are crushing tech stocks like Nvidia and Meta, and why energy infrastructure is the overlooked key to the AI boom. He argues that the “Magnificent 7” may face significant drawdowns and explains why institutional investors are growing wary of the Mag 7 as capital expenditures skyrocket and return on invested capital becomes harder to justify. In a wide-ranging discussion, Larry unpacks why inflation may prove stickier than markets expect, how monetary and fiscal policy are fueling a stagflation setup, and why the Fed’s easing could backfire, pushing even more capital into gold, silver, copper, uranium, and natural gas. In the mailbag, Larry answers questions on copper demand in the robotics age, how to approach physical commodities vs equities, and why it’s time to start thinking seriously about junior miners. He also shares a contrarian take on Tesla and warns about growing debt risks, specifically in Europe.  Then, in his Pro Picks segment, Larry reveals three of his top trade ideas in this new market regime: shorting Nvidia through a leveraged ETF, going long natural gas via equities like Range Resources and Antero, and betting on coal as an unexpected winner of AI’s energy needs.Whether you’re rethinking tech exposure, looking for real inflation hedges, or trying to understand how capital is rotating in a high-volatility world, this episode is packed with big-picture insight and tactical ideas you won’t want to miss.The Bear Traps Report: https://www.thebeartrapsreport.com/How to Listen When Markets Speak: https://www.amazon.ca/Listen-When-Markets-Speak-Opportunities/dp/0593727495Timestamps00:00  Welcome back & details for our swag giveaway04:05 The Lehman story and Larry’s origin story06:00 Larry’s new book and the migration of capital to hard assets10:00 What about AI? Investing in commodities for the AI trade14:30 Aren’t the commodities vulnerable?16:30 But Microsoft & Nvidia are not Class of 2000 stocks18:30 Are Larry’s clients ready to wean off the Mag 7?21:30 Why Larry believes inflation will remain elevated25:30 What kind of drawdown could investors be looking at? 29:00 The risk of Trump crushing the Fed’s credibility & stagflationary risk33:30 When does the U.S. debt situation become an actionable accident37:50 What is the struggling U.S. dollar telling us?39:40 ITM Mailbag: Where is copper going in the next 1-3 years? (COPX)44:00 Junior gold miners and Equinox Gold stock (EQX)45:20 Foran Mining, uranium miners46:20 Tesla stock (TSLA)49:00 What’s the biggest risk in markets Larry sees right now?52:35 Larry’s Pro Picks (short NVDA, long nat gas, long coal)1:05:15 ETF Minute: CI Covered Call ETFs1:09:45 Coming up: Adam Waterous SponsorsFor 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 informationETF Minute is brought to you by CI Global Asset Management. Find out more about the CI Covered Call ETFs here: https://funds.cifinancial.com/en/funds/ETFS/CIGoldGiantsCoveredCallETF.html?currencySelector=1&classId=455&redirect_type=class_id https://funds.cifinancial.com/en/funds/ETFS/CITechGiantsCoveredCallETF.html?currencySelector=4&classId=455&redirect_type=class_idLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.This segment of “In the Money" with George Lagoudakis ” has been paid in part by CI Global Asset Management. This podcast is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or construed as an endorsement or recommendation of any entity or security discussed. Investors should seek the advice of professionals prior to implementing any changes to their investment.  Certain statements in this podcast are forward-looking that are predictive in nature, depend upon or refer to future events or conditions. Forward-looking statements are subject to risks, uncertainties and assumptions that could cause actual results to differ materially from those set forth. Although the forward-looking statements contained herein are based upon what CI Global Asset Management and the portfolio manager believe to be reasonable assumptions, neither CI Global Asset Management nor the portfolio manager can assure that actual results will be consistent with these forward-looking statements. Certain statements contained in this podcast are based in whole or in part on information provided by third parties and CI Global Asset Management has taken reasonable steps to ensure their accuracy. Market conditions may change which may impact the information contained in this podcast. Certain names, words, titles, phrases, logos, icons, graphics, or designs in this document may constitute trade names, registered or unregistered trademarks or service marks of CI Investments Inc., its subsidiaries, or affiliates, used with permission.  All other marks are the property of their respective owners and are used with permission. Commissions, management fees and expenses all may be associated with an investment in exchange-traded funds (ETFs). You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on recognized Canadian exchanges. If the units are purchased or sold on these Canadian exchanges, investors may pay more than the current net asset value when buying units of the ETF and may receive less than the current net asset value when selling them. Please read the prospectus before investing. ...

Real estate feels like it’s at a crossroads - office vacancies, condo challenges, and a housing affordability crisis. But for Michael Cooper, Chief Responsible Officer of Dream Unlimited, there are still pockets of big opportunity. In this episode of In the Money with Amber Kanwar, Michael speaks candidly about the risks weighing on Canadian real estate and the strategies that still deliver long-term growth.Michael explains how Dream has navigated a brutal office cycle, why industrial and apartments remain resilient, and how diversified real estate can be both exhausting and rewarding. He shares his journey from boat washer to real estate leader, the mentors who shaped his career, and the unconventional management style behind Dream’s $28 billion portfolio.He also dives into Canada’s housing crisis - why condo projects have stalled, why affordability is more about incomes than supply, and how government policy needs to shift. Plus, Amber and Michael tackle hot-button issues like immigration pressures, productivity decline, and Canada’s competitiveness compared to the U.S.From REIT valuations and activist pressure to master-planned communities in Western Canada, this episode delivers a blunt, inside look at where money is really being made in real estate.Whether you’re an investor curious about undervalued REITs, a homeowner watching the condo market, or just trying to understand how Canada can get its housing story back on track, Michael Cooper’s insights will change the way you think about property and policy.Timestamps00:00 Show intro02:25 Why Michael calls himself the Chief Responsible Officer 03:30 Why Michael first got into real estate06:30 What makes real estate investors different from other investors?08:45 How did the ‘dream’ come to be?09:50 Break10:30 What is the value of Dream’s total assets? 12:40 How bad did it get for Dream Office and where are we today?18:05 What will get people excited about the sector again?20:45 Break21:10 How bad is the condo market right now and how much worse can it get? 23:55 Why the housing and homelessness crisis more political than financial26:40 What would it take for Michael to build right now? The issue is people don’t make enough money28:35 The problem with immigration and Canada’s policies and why it’s important CEOs talk about it33:15 What is Michael kicking the tires on right now? 37:40 M&A in the REIT sector and has Michael been looking at public market companies?43:20 What’s the secret sauce to making money in real estate?47:20 How do you build wealth in real estate? 50:20 What Michael has learned from his mistakes52:00 Michael on affordable housing and explains that governments are open-minded to coming up wth solutions52:55 How does Michael think about his legacy?SponsorsFor over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more informationOver the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at https://middlefield.com today.Discover how The Murray Wealth Group can work for you by visiting https://MurrayWealthGroup.com. World Class Investing. Wealth built Together.Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.comContact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

He turned a $19K house flip into a $2 billion real estate empire and his stock is up more than 4000% since going public. In this episode of In the Money with Amber Kanwar, Amber sits down with Bob Dhillon, CEO of Mainstreet Equity, to unpack how he built one of Canada’s most successful small-cap real estate stories.Bob explains why mid-market, value-add apartments in Western Canada remain his competitive edge, how buying buildings at a fraction of replacement cost created long-term upside, and why he doubled down during downturns instead of retreating. He also shares how immigration shaped his entrepreneurial path, why he’s never sold a single share of Mainstreet, and what he sees as the future for housing affordability in Canada.Over 25 years, Dhillon has grown Mainstreet to 18,600+ rental units with $270M in revenue, while delivering 14 straight quarters of double-digit returns. He reveals why he resisted the REIT model, why Toronto and Ontario didn’t fit his strategy, and how Western Canada’s overlooked markets provided him with runway others ignored.Whether you’re an investor looking at small-cap opportunities, interested in real estate cycles, or curious about how one entrepreneur built a $2B empire from the trunk of his car, this episode is packed with insights on long-term conviction, value creation, and compounding returns.Timestamps00:00 Show intro02:20 How did Bob get the name Bob Dhillon?03:20 Bob’s origin story06:00 How Bob got to Canada and created Mainstreet Equity10:15 Break11:00 The core principles of Mainstreet Equity13:00 Why western Canada?14:30 The stats on Mainstreet Equity17:30 Mainstreet’s macro thesis19:00 Why Bob loves Winnipeg + did he ever think about moving to Ontario & Quebec?20:30 Break 21:00 Are more investors looking at western Canada? Are policies working?24:00 Thoughts on U.S. relations and the trade war 25:45 Bob’s real estate outlook27:00 What’s happened to the entrepreneurial spirit? Why has Mainstreet not become a REIT?29:30 Why Bob has never sold one share of Mainstreet SponsorsFor over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more informationOver the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at https://middlefield.com today.Discover how The Murray Wealth Group can work for you by visiting https://MurrayWealthGroup.com. World Class Investing. Wealth built Together.Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

David Kassie is a legend on Bay Street. From building CIBC World Markets into a dominant force, to founding Genuity and transforming it into Canaccord Genuity, his fingerprints are on some of the most influential deals and institutions in Canadian finance. But in this episode of In the Money with Amber Kanwar, Kassie goes beyond the deals to talk candidly about the state of Canada’s capital markets and what needs to change.This wide-ranging conversation covers everything from the art of the deal and what really drives great negotiation, to why Canada’s funding system is failing entrepreneurs and independent companies. Kassie shares stories from the early days of Genuity, including a billion-dollar build from zero and tells an insider story about how he knew Lehman Brothers was heading for collapse. He also explains why he believes the rise of private credit could be the next financial accident waiting to happen.We dive into why Canada’s banking consolidation is choking liquidity, why independent dealers are disappearing, and how regulatory inaction has hurt innovation. He’s breaking new ground with his latest venture, Outcome Metric Asset Management, where the firm’s Canadian Equity Income Fund has earned the #1 Morningstar ranking in its category—out of several hundred funds—on a year-to-date basis over the past 12 months. Kassie pulls from decades of experience in investment banking, merchant banking, and startup investing to share hard-earned lessons on culture, strategy, and the difference between winning fast and winning smart.If you care about Bay Street, capital markets, private credit, or the future of innovation in Canada, this is a must-watch conversation with one of the most seasoned voices in Canadian finance.Timestamps00:00 Show intro02:30 How David Kassie became one of Canada’s most legendary deal makers04:50 What drives his entrepreneurial spirit? 07:15 The art of David Kassie’s deal11:00 Break11:40 What was David’s biggest win? The story behind Genuity15:25 What was it like during the 2008 financial crisis?17:00 The big problems with Canada’s funding environment22:50 Break23:20 How do you fight for space in the market?25:30 There is not enough capital in Canadian markets to support entrepreneurs27:30 What David has learned from his biggest mistakes31:30 How David knew the financial crisis was coming (hint: it involves Lehman Brothers)40:00 Why David thinks the next crisis could involve private credit43:05 David’s new fund at Outcome Metric Asset Management and why he’s so proud of it45:45 David’s view on what’s best for Canada’s future SponsorsFor over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more informationOver the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at middlefield.com today.Discover how The Murray Wealth Group can work for you by visiting MurrayWealthGroup.com. World Class Investing. Wealth built together.Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

Ross Beaty has been building mining companies for 50 years. From Pan American Silver to Equinox Gold, his name is synonymous with the Canadian resource sector. In this episode of In the Money with Amber Kanwar the legendary mining entrepreneur explains why gold’s surge past $3,300 may have plenty of room left. He breaks down how central banks, geopolitical chaos, and a growing distrust of the U.S. dollar are driving demand—and why tight supply could keep prices elevated.Amber and Ross discuss the underperformance of gold stocks vs bullion as well as the internal missteps and operational challenges that stalled Equinox Gold’s momentum. Beaty owns those missteps and lays out how the company is positioning for a rebound. Beaty weighs in on Trump-era tariffs, M&A in the mining sector, and misguided critical mineral policy in Canada. Plus, he shares how Chinese mining firms are scooping up assets while Western investors remain gun-shy. Beaty also explains why he believes Bitcoin isn’t a real threat to gold’s dominance.To end the interview, Ross shares the best and worst deals of his career, the Canadian mining leaders he admires, and why gold, silver, and copper still top his list. A must-watch for anyone investing in commodities, macro trends, or Canadian markets.Timestamps00:00 Show intro01:05 Did Ross anticipate this big gold rally?04:15 What is Ross’s guiding light when it comes to gold and what does the future hold?11:15 Break11:50 What usually drives a downside for gold?14:00 Ross’s view on crypto and what it means for gold16:20 The relationship between gold and gold stocks18:50 Discussing gold companies and what’s coming for them22:20 Break22:45 M&A in the gold sector26:10 What happened with Equinox Gold and what’s the path forward?31:55 Why Ross believes he needs to talk candidly about the problems with Equinox33:35 Has there been M&A interest in Equinox?37:40 Who does Ross admire and why he thinks Canada is a great place for mining (and hopes it stays that way)40:40 Ross’s rant on the obsession with critical minerals44:20 Ross on renewable energy: Trump is the king of chaos50:00 Rapid fire questions SponsorsFor over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more informationOver the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at https://middlefield.com today.Discover how The Murray Wealth Group can work for you by visiting https://MurrayWealthGroup.com. World Class Investing. Wealth built Together.Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

Sun Life may be known for insurance—but under CEO Kevin Strain, it's become a $1.5 trillion force in global asset management. In this episode of In the Money with Amber Kanwar, we sit down with Strain to uncover how this 160-year-old Canadian company has transformed into the country’s largest asset manager, now rivaling industry titans like Brookfield.Strain explains why Sun Life is going all-in on alternative assets like real estate, infrastructure, and private credit, and what that means for institutional and retail investors alike. He addresses the outflows at the company’s asset management arm and pushes back on the “problem child” label, revealing how that division continues to quietly generate close to a billion dollars a year in income. He also breaks down why Asia has become Sun Life’s biggest growth engine, and how its long-standing presence there gives it an edge.The conversation covers Kevin’s outlook on the Canadian economy and why he believes short-term pain could lead to long-term strength. He also addresses concerns about the company’s U.S. health insurance business and shares how Sun Life is experimenting with AI across the firm.Don’t miss this wide-ranging, honest conversation with one of Canada’s most influential CEOs.Timestamps00:00 Show Intro02:10 Strain’s path to become the CEO of Sun Life04:10 Sun Life’s history and reach06:50 A lot of people don’t know Sun Life is an asset manager that’s bigger than Brookfield10:35 Break11:10 Understanding Sun Life’s asset management business16:30 Sun Life’s massive Asia business19:50 Break20:20 What about tariffs? 25:15 Are the conditions right for Canadian companies to invest?27:20 Strain on investing in alternatives like real estate29:25 Sun Life’s real estate exposure 36:30 The U.S. health insurance business42:00 What is Kevin worried about?46:30 How is Sun Life using artificial intelligence?50:00 What about acquisitions?53:15 What was Kevin’s biggest mistake?55:30 What does Kevin want to leave behind as his legacy? SponsorsFor over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more informationOver the last 45 years, Middlefield has helped Canadians build and preserve wealth through active management. Ask your financial advisor about Middlefield or learn more at middlefield.com today.Discover how The Murray Wealth Group can work for you by visiting MurrayWealthGroup.com. World class investing. Wealth built together.Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews.

In this episode of In the Money with Amber Kanwar, real estate investor Michael Missaghie of Arch Corporation isn't just waiting for the real estate market to turn, he's actively making it happen. His firm was behind pushing for the sale of InterRent. And he says that's just one of many REITs poised for a takeover. He names who could be next! Missaghie gives a behind-the-scenes look at the InterRent (IIP.UN) deal, where his firm took an activist stake to push for change. He breaks down how the transaction unfolded, why it cleared the market, and what it signals about the next wave of REIT consolidation.He also weighs in on the brewing trouble in Canada’s condo market and how distress in that space could get a lot worse before the next wave of opportunity.In the mailbag, Amber and Michael tackle some of the most talked-about real estate names: H&R REIT (HR.UN), First Capital (FCR.UN), Minto (MI.UN), Mainstreet (MEQ), Allied Properties (AP.UN), and the recent Go Residential IPO. He weighs in on who’s in play, where value is being missed, and why office REITs are still a tough bet despite return-to-work trends.To close the show, Michael shares his top three REIT picks right now: BSR REIT (HOM.U), a TSX-listed U.S. apartment play; Chartwell Retirement Residences (CSH.UN), a premium seniors housing name with M&A appeal; and Brookdale Senior Living (BKD), a U.S. turnaround story trading at a deep discount.If you're watching REITs, real estate, or M&A trends, this episode is packed with insight.Timestamps00:00 Show Intro02:20 Michael’s approach to real estate investing 04:20 What did staring during the crisis of 2008 teach him?05:35 Investing in public and private real estate08:45 How does the private market inform investing in the public market10:00 Is the market turning? Signs of inflection11:00 There’s trouble in the condo market, and there’s more to come14:50 Missaghie talks about his push for the sale of InterRent20:00 M&A and opportunity in the sector22:20 Should we expect to see more activism from Arch & Anson?23:30 What’s Michael’s long-short book? What’s the characteristic of things he’s shorting?25:00 ITM Mailbag: H&R REIT stock (HR.UN.TO)29:30 First Capital REIT stock (FCR.UN.TO)32:20 Minto REIT (MI.UN.TO)36:40 Mainstreet Equity stock (MEQ.TO)39:10 Dream Office REIT & Allied Properties REIT (D.UN.TO, AP.UN.TO) 42:50 Go Residential IPO (GO.UN.TO)44:00 Pro Picks (HOM.UN.TO, CSH.UN.TO, BKD) SponsorsThis episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20For 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. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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

In this episode of In the Money with Amber Kanwar,  investor Seth Allen of Cadence Financial explains why he thinks about stocks the same way you might think about real estate—some are worth owning for the long haul, others you just rent for the upside. He breaks down his approach to navigating markets at record highs and how to spot which stocks are "forever homes" and which ones are just short-term leases. In the mailbag, Seth shares quick, actionable takes on some of the market’s most closely watched names. He explains why Apple’s (AAPL) lag is no reason to bail, why Microsoft (MSFT) remains a core AI winner, and how Cameco (CCO.TO) fits into the energy demands of an AI-powered world. He also weighs in on Nutrien (NTR.TO), Canadian Apartment REIT (CAR.UN.TO), Disney (DIS), and CP Rail (CP.TO)—laying out what’s worth owning, what’s worth renting, and how he’s navigating valuation, policy risk, and shifting demand.For Pro Picks, Seth highlights three unconventional ways to play the AI boom—none of them from the usual Mag 7 crowd. From a Canadian insurer using AI to price risk, Intact Financial (IFC.TO), to a natural gas producer with strategic storage, EQT Corp (EQT), and a ride-sharing giant poised to disrupt freight and delivery, Uber (UBER), he shows how AI is transforming a wide range of industries—and where the long-term value could lie.Timestamps00:00 Show intro 02:35 Amber asks Seth Allen: Is everything actually awesome right now? 04:15 Seth’s investing approach 05:50 What’s a stock you should own and what’s a stock you should rent?06:50 Don’t be afraid to buy in at all-time highs09:20 What about concentration risk in the Mag 711:30 Getting women more involved in investing 13:30 ITM Mailbag: Uranium & Cameco stock (CCO.TO16:30 Microsoft stock (MSFT)20:15 Apple stock (AAPL)22:50 Nutrien stock (NTR.TO)27:20 Disney stock (DIS)30:30 Canadian Apartment REIT (CAR.UN.TO)34:30 Canadian Pacific Kansas City stock (CP.TO)41:20 Pro Picks: AI theme: Intact Financial (IFC.TO), EQT Corp. (EQT), Uber (UBER)SponsorsThis episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20For 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. https://ATB.com/inthemoney for more information. Find out more about the Her Wealth Summit: https://www.herwealthsummit.com/hws/events?i=IR1T6PS-_CFMM7QEZtfotZA6qSCuQS_5Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

On this episode of In the Money with Amber Kanwar, GreensKeeper Asset Management founder and value investor Michael McCloskey joins Amber for a masterclass in long-term investing. He explains why value investing means running toward fear, not hype — and how to separate a true bargain from a value trap. In the mailbag, he weighs in on some of the market’s most misunderstood names: why Google (GOOG) remains his top tech pick, how Visa (V) continues to dominate despite disruption fears, and why Lockheed Martin (LMT) and Elevance Health (ELV) still have room to run despite negative sentiment. He also shares his view on Berkshire Hathaway (BRK.B) post-Buffett, breaks down the case for Intercontinental Exchange (ICE), and explains why Richemont (CFR.SW) still shines despite a cautious Chinese consumer. For his Pro Picks, McCloskey highlights three high-conviction ideas: Fiserv (FI), a fintech leader with decades of growth; ICON PLC (ICLR), a discounted global clinical trials giant; and Automated Bank Services (SHVA), the “Visa of Israel” with monopoly-like power and pricing potential. Whether you're looking for undervalued blue chips or hidden international gems, this episode is packed with insight from a disciplined value investor.Timestamps00:00 Show Intro01:50 Why McCloskey runs towards trouble, that’s when you find cheap stocks02:50 How to separate value from value traps 04:10 You have to get the business right long-term06:15 How McCloskey became a value investor10:00 Understanding value investing through the lens of Constellation Software and Tesla12:50 ITM Mailbag: Berkshire Hathaway stock (BRK.B)16:15 CN Rail stock (CNR.TO)18:45 Lockheed Martin stock (LMT)21:10 Alphabet stock (GOOG)27:40 Intercontinental Exchange stock (ICE)30:50 Elevance Health stock (ELV)35:15 Credit card stocks Visa & American Express (V, AXP) 40:45 Richemont stock (CFRUY) 44:00 Pro Picks (FI, ICLR, SHVA) SponsorsThis episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20For 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. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

In this episode of In the Money with Amber Kanwar, we sit down with  Canadian hedge fund manager JF Tardif of Timelo Investment Management for an unfiltered, in-depth look at what stocks he’s buying and what he’s avoiding. From why he's keeping equity exposure low despite market highs, to his skepticism around momentum stocks like Opendoor (OPEN) and Tesla (TSLA), Tardif lays out his fundamentally driven strategy in a market obsessed with hype.In the mailbag, Tardif tackles questions on Altus Group (AIF.TO), InterRent (IIP.UN.TO), and Whitecap Resources (WCP.TO). He weighs in on high-flyers like Kraken Robotics (PNG.V) and MDA (MDA.TO), explains why he’s out of Well Health (WELL.TO), and shares his thoughts on Enterprise Group (E.TO) and bitcoin proxies like MicroStrategy (MSTR). And yes—he admits he gets stock ideas from this very podcast.For his Pro Picks, Tardif shares three under-the-radar names: Total Energy Services (TOT.TO), a play on LNG growth; Calian Group (CGY.TO), a defense contractor poised to benefit from rising military budgets; and H&R REIT (HR.UN.TO), where activist pressure and a Blackstone offer could unlock value.If you’re a fundamentally driven investor or just curious where smart money is looking next, this episode is for you.Timestamps00:00 Show intro 01:30 JF describes his investing style as opportunistic 02:40 What JF learned during his days at Sprott, and an interesting story about how he got his job 04:20 Why JF is keeping cash on the sidelines and staying defensive 05:30 It’s all about the fundamentals 08:00 JF on momentum trading and his view on Opendoor (OPEN)11:50 What JF learned from shorting Tesla (TSLA)14:00 What’s interesting about the telcos16:20 Why does JF have oil stocks in the penalty box17:50 ITM Mailbag: Altus Group stock (AIF.TO)20:40 InterRent REIT stock (IIP.UN.TO)24:15 Whitecap Resources stock (WCP.TO)25:35 Kraken stock (PNG.V) & MDA Space stock (MDA.TO)28:35 Enterprise Group stock (E.TO)29:35 WELL Health Technologies stock (WELL.TO)31:15 Bitcoin and Bitcoin companies like Microstrategy (MSTR)33:35: JF’s Pro Picks SponsorsThis episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20For 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. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

Earl Davis is optimistic—and that's rare for a bond investor. In this episode of In the Money with Amber Kanwar, the Head of Fixed Income at BMO Global Asset Management shares why he believes both the U.S. and Canadian economies are stronger than many think—and why fears of an imminent recession are overblown.Davis explains why inflation isn’t heading back to 2% anytime soon, and instead may stabilize at a higher range of 4–5%. He also dives into the outlook for interest rates—why the Federal Reserve might still cut this year even if it shouldn’t, and why elevated rates could be the new reality for years to come.He breaks down what’s really driving markets right now, from tariffs and deficits to Japanese bond yields and central bank policy. Most importantly, he explains how to position your portfolio in a world of sticky inflation, persistent government spending, and shifting global dynamics.Plus, Davis shares his top bond picks—including two investment-grade corporate bonds (Fairfax and Enbridge) and a high-yield name in the defense sector with a 9% coupon.If you're trying to figure out how to invest in today's bond market, make sense of the rate outlook, or understand where inflation is really headed—this is the episode for you.Timestamps00:00 Show Intro01:30 The lingering effects of the pandemic: deficits and inflation03:10 Earl’s high-level view on inflation: it’s going higher08:15 Why Earl thinks the Fed will cut at least once this year, even though he thinks they shouldn’t10:15 How to position in this type of environment11:55 Can tariffs be deflationary?14:00 What happens if there’s a new Fed president?15:45 What about the bond vigilantes?17:45 Why Earl believes the bond market is trading off of Japan20:40 What about Canada’s economy?23:15 Why growth in Canada could surprise to the upside this year26:30 Why the Fed and Bank of Canada will move their inflation targets higher27:30 Why Earl thinks the housing market is not a headwind but a tailwind for Canada29:40 What about immigration?30:45 Earl can’t remember ever being this optimistic32:15 Earl’s Pro Picks38:20 Goodbye & coming up SponsorsThis episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20For 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. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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.FIND BMO DISCLAIMERS HERE: https://www.bmo.com/en-ca/main/personal/investments/direct-investing/investorline/itm-pod-disclaimer/In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

In this episode of In the Money with Amber Kanwar we sit down with veteran investor Gordon Reid of Goodreid Investment Counsel who is actively searching for value beyond the usual Magnificent 7 names. Reid explains how he’s managed to outperform by picking strong performers across the other 493 names in the S&P 500—and where he’s finding the most overlooked opportunities today. Although he does hold some of the usual big tech stocks, he shares 7 stock ideas outside of the Mag 7 that he believes are positioned to outperform, spanning financials, healthcare, and industrials.Reid offers his long-term perspective on tech concentration, American exceptionalism, and why the AI revolution is still in its early innings. In the mailbag, he weighs in on Novo Nordisk (NVO), Eli Lilly (LLY), Merck (MRK), Elevance Health (ELV), UnitedHealth (UNH), Visa (V), Uber (UBER), and RTX (RTX) — revealing which ones he’s buying, avoiding, or watching closely.Plus: Reid’s Pro Picks are all about U.S. financials. Find out why he likes Goldman Sachs (GS), Morgan Stanley (MS), and under-the-radar Jackson Financial (JXN) — and what he sees as the next big catalyst for the sector.💬 Got questions? Drop them in the comments or email us at questions@inthemoneypod.com 📩 Don’t forget to subscribe and turn on notifications for more expert market insights!Timestamps00:00 Show intro with Executive Producer Jillian03:20 Amber welcomes Gordon Reid04:30 Gord thinks U.S. exceptionalism is evolving, but there’s a big opportunity in the U.S.05:30 Thoughts on the AI revolution08:00 How to balance tech exposure with everything else11:30 What about tariffs?14:00 ITM Mailbag: U.S. pharma and Novo Nordisk stock (NVO)20:00 Elevance Health stock (ELV)24:40 Visa stock (V)28:40 RTX stock (RTX)32:45 Gordon’s thoughts on using CDRs35:25 Uber stock (UBER)44:30 Gordon’s Pro Picks: U.S. Banks SponsorsThis episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20For 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. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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

Adam Waterous thinks the Canadian energy sector is the most compelling opportunity in North America—and he’s putting his money where his mouth is. On this special episode of In the Money with Amber Kanwar, we’ve got a special on-location Calgary Stampede edition hosted by ATB Financial. Amber sits down with the CEO of the Waterous Energy Fund in front of a live audience to unpack Strathcona’s multi-billion takeover bid for MEG Energy and what it says about the future of oil and gas in Canada.Waterous lays out why Canada’s long-life reserves, superior economics, and underappreciated asset base give it a structural advantage over the U.S.—and why now is the time to scale. He explains why MEG is a “plan A-plus” acquisition for Strathcona, how the deal could unlock massive operational synergies, and what makes it accretive for both sides of the table. With a shareholder vote looming, he also makes the case for consolidation as the next phase of growth in a sector that’s been overlooked for too long.Beyond the deal, Waterous shares a bold vision: Canada not only has the resources, but the moral obligation to help solve the global energy poverty crisis—by doubling oil and gas production. It’s a provocative take on Canada’s role in the world, grounded in energy security, economic opportunity, and climate pragmatism.Timestamps00:00 Intro: ITM Stampede Edition 02:25 Understanding Adam’s approach to energy investing 09:10 How does timing factor in? 11:45 What Adam says to the naysayers 14:35 Are there parallels with CNQ? 16:20 Adam’s view on oil prices 18:50 Why did Adam make the bid for Meg Energy now? 24:15 Will Adam sweeten the bid? 32:35 Making the case for why Strathcona should buy Meg 34:20 Is Athabasca another potential opportunity? 38:46 How climate change factors into his thinking? “We have an energy poverty emergency” 43:00 Adam on Mark Carney and his policies 46:45 What needs to change to make Canada succeed? 49:25 Why don’t more of his peers talk about what needs to change in Canada? 52:40 Canada and Alberta has a very bright future  SponsorsThis episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20For 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. Linkshttps://inthemoneypod.com/https://instagram.com/inthemoneypodhttps://twitter.com/inthemoneypodhttps://tiktok.com/@inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 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

Are commodities entering a stealth bull market? In this episode of In the Money with Amber Kanwar, portfolio manager Bob Thompson makes the case for why investors should look beyond tech and get serious about the next major cycle: commodities.Bob explains why gold, copper, uranium, and fertilizer stocks are poised for long-term outperformance and why we may already be in a commodity bull market that most investors are missing. From underinvestment in mining to decade-long US dollar cycles, he breaks down the macro forces driving this pivot and the historical parallels that suggest a major reversion is coming.In the mailbag, Bob names top Canadian stocks and sectors he’s quietly building positions in including Nutrien (NTR), Capstone Copper (CS), ARC Resources (ARX), and Canadian Natural Resources (CNQ). He also shares his outlook on Barrick Gold (ABX), Cameco (CCO), and Telus (T), plus insights on the TSX Venture’s recovery and why gold has outperformed the S&P 500 since 2000.Then in his Pro Picks segment, Bob highlights 3 top-performing funds across energy and mining: the Sprott Physical Silver and Miners ETF (SLVR), the Dynamic Active Mining Opportunities ETF (DXMO), and the Ninepoint Energy Fund all backed by managers with serious alpha-generating track records.If you’re questioning U.S. tech valuations, considering inflation hedges, or wondering how to invest in a multi-year energy and metals supercycle, this episode is packed with high-conviction, data-backed insights you won’t want to miss.Timestamps00:00 Show intro2:40 Why Bob Thompson thinks commodities will be the place to be for the next decade05:20 Why are we in a stealth commodity bull market?08:05 How to think bout being a commodity investor10:50 The companies you should consider investing in during a commodity bull market12:50 In order to get the macro picture right, you have to get the U.S. dollar call right16:00 History doesn’t repeat itself but it rhymes20:30 Crypto & gold 22:10 Why the TSX venture is poised to outperform 24:20 The AI trade as a commodity trade26:00 Risk and reward in commodities and investing31:00 ITM Mailbag: Why Bob likes gold, silver, copper and agriculture stocks36:30 Arc Resources stock (ARX.TO)37:45Canadian Natural Resources stock (CNQ.TO) 42:40 Barrick Gold stock (ABX.TO)46:00 When to take profits in gold 49:40 Favourite non-commodity stock: Telus (T.TO)51:30 Bob’s Pro Picks  SponsorsThis episode is sponsored by BMO InvestorLine. Learn more at https://wealth.bmo.com/wealth/onboard/onlineinvesting/#/set-expectation?lang=en&ecid=pr-2886232INV1-JNBMO20For 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. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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.