Holiday Special: The Stock Pickers Who Delivered This Year

Dec 18, 2025

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We’re getting festive on this episode of In the Money with Amber Kanwar — and instead of our usual portfolio manager chat, Amber and executive producer Jillian Glickman take a step back to look at what really mattered this year: which stocks worked, which didn’t, and which fund managers actually delivered when it counted.

After launching the podcast from scratch just a year ago, the team revisits the show’s biggest moments, from standout interviews and surprise headlines to the stocks and themes that defined the year. They break down the best and worst performers across the show, reveal which investing styles thrived in a volatile market, and take an honest look at where conviction paid off — and where it didn’t.

The episode culminates in a special interview with In the Money with Amber Kanwar’s best-performing fund manager of the year, Daniel Lewis of Orange Capital. Known for his contrarian, special-situations approach, Lewis explains why distressed and misunderstood businesses delivered some of the biggest returns, notably Better Home & Finance's +300% showing (BETR) — and shares two brand-new stock ideas he believes could be next.

It’s part year-end report card, part behind-the-scenes reflection, and part forward-looking playbook — the perfect way to close out the year and set the stage for what’s next.

Happy holidays from In the Money with Amber Kanwar — and thank you for being part of the journey.

Timestamps
00:00 Questrade’s new tools for investors. Use promo code INTHEMONEY

01:50 Show intro
04:35 Reflecting on the first year of In the Money with Amber Kanwar

07:35 Our first episode and how we knew people liked the show!
10:10 Our first live show at the Calgary Stampede and breaking news with Strathcona’s Adam Waterous
12:35 Amber’s interview with Prime Minister Mark Carney
17:20 Thank you to our sponsors!
18:45 The most number one recommended stock of the year: Tourmaline Oil (TOU)
23:00 Equinox’s Ross Beaty calls the stock’s turnaround (EQX)
27:00 2025’s worst performing stocks (DND, FISV)
32:10 Commodities in 2025
37:35 The theme of the year: AI, and the winning stock: Alphabet (GOOG)

43:35 2025’s best performing stocks
45:25: Best Performing Portfolio Manager of the Year looks back at his best pick and gives two new picks (BETR, ARX-N, WIX)