In the Money with Amber Kanwar

AI has driven tech stocks to new heights — but are we starting to see cracks in the story? Amber Kanwar sits down with Shane Obata of Middlefield to find out whether the AI trade is running out of steam or just gearing up for its next phase. From Nvidia’s dominance to rising capital costs across the sector, Shane explains where investors should stay cautious and where the next wave of profits could come from — and why, in this market, all roads still lead to OpenAI.In the Mailbag, Shane weighs in on AMD (AMD) and its new deal with OpenAI, why Taiwan Semiconductor (TSM) still shines despite China risks, and how Salesforce (CRM) stacks up against Microsoft (MSFT) in the software wars. He breaks down Meta’s (META) need for a new “shiny object,” calls Apple (AAPL) the ultimate safety trade, and explains how Amazon (AMZN)’s rebound in AWS shows its AI story is far from over.In Pro Picks, Shane shares three fresh ideas beyond the Mag 7: Samsung Electronics, poised to benefit from a global memory crunch; Take-Two Interactive (TTWO), ready to soar on the back of Grand Theft Auto VI; and Alibaba (BABA), a contrarian bet on China’s tech revival. He also reveals the theme he says will define 2026 — power — the hidden force driving the entire AI buildout.Timestamps00:00 Show intro02:10 It’s been a crazy year for tech, but you need to have it04:50 Why was it a tough earnings season for tech and is this an opportunity ?07:35 All roads lead to OpenAI11:30 How do you responsibly allocate for AI?16:00 ITM Mailbag: Advanced Micro Devices stock (AMD)21:45 Taiwan Semiconductor Manufacturing stock (TSMC)24:30 Salesforce stock (CRM)28:30 Meta stock (META)34:40 Amazon stock (AMZN)37:25 Shopify stock (SHOP) 39:00 Constellation Software stock (CSU) 46:00 Shane’s Pro Picks ( Samsung, Take-Two Interactive, Alibaba)SponsorsFor 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.The mailbag is brought to you by BMO ETFs. If you're a DIY investor looking to take control of your portfolio, BMO ETFs makes it easy. Check out the ETF Compare Tool, Stock Replacement Tool, and News and Insights under the Tools section at bmoetfs.com — perfect for analyzing your options, spotting trends, and building a portfolio that fits your goals and timeline.Pro Picks is brought to you by ATB Financial.  Visit https://ATB.com/inthemoney for more informationThe mailbag is brought to you by BMO ETFs. If you're a DIY investor looking to take control of your portfolio, BMO ETFs makes it easy. Check out the ETF Compare Tool, Stock Replacement Tool, and News and Insights under the Tools section at www.bmoetfs.com — perfect for analyzing your options, spotting trends, and building a portfolio that fits your goals and timeline.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

This week on In the Money with Amber Kanwar, it’s a different kind of conversation — no portfolio managers, no mailbag, just an honest, wide-ranging “good hang” with two Canadian heavyweights.Amber sits down with bestselling author Howard Green, whose book Gimme a Crisis tells the remarkable story of former Scotiabank CEO Rick Waugh, who joins the conversation too. Together, they dive into the moments that defined Canada’s banking system — and Waugh’s extraordinary career — from Argentina’s collapse to the 2008 financial crisis and what came after. Along the way, they unpack why Canada’s banks emerged as some of the strongest and most stable in the world — and what lessons that strength holds for the future.It’s part history, part leadership masterclass, and part storytelling gold — a rare glimpse into how crises shape character, business, and a nation.Timestamps0:00 Show intro02:15 The story of how this book came to be06:40 A book about Rick and the Canadian banking system09:20 Numbers are important but personalities are just as important11:00 Dealmaking, meeting Donald Trump and what it takes for Canada to win 14:30 Assessing risk and Canada’s banking sector16:50 A crisis: the story of Scotiabank in Argentina23:40 Scotia’s international expansion under Rick28:00 Competition and Canadian banks in the U.S.30:30 Opportunities for Canada’s banking sector. If the U.S. was a stock would you buy or short?34:00 How can Canada get out of its own way?36:40 The Financial Crisis46:15 Parallels between today and the financial crisis49:00 How EBITDA changed Rick’s life! SponsorsFor 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

The Trump Trade is shaping the market right now. In this episode of In the Money with Amber Kanwar we sit down with Infrastructure Capital Management CEO Jay Hatfield to break down how the current wave of tariffs, deregulation, and government-backed investing is moving markets — and creating opportunities — in surprising places. From Washington’s national security bets to Silicon Valley’s political flip, this episode unpacks what the “Trump trade” means for stocks, sectors, and your portfolio.Hatfield explains why America’s push into strategic industries like resources, chips, and AI is creating clear winners — and how to position yourself without getting caught in the hype. He also shares how “the Trump effect” is reigniting deal-making, unlocking private equity, and fueling what could be the next multi-year bull run.From private equity giants to fast food staples, Jay takes listener questions on Brookfield (BN) vs. BlackRock (BLK) and whether private managers will dominate North American infrastructure. He breaks down why McDonald’s (MCD) could be a steady play for 2026, Pepsi (PEP) may have more upside after activist pressure from Elliott Management, and how Kimberly-Clark’s (KMB) deal for Kenvue (KVUE) could still deliver gains. Plus, his candid take on long-suffering Pfizer (PFE), why he trimmed his position in Broadcom (AVGO), utility players NextEra and Vistra (NEE, VST) and how to approach regional banks like Fifth Third (FITB) amid some credit fears.In Pro Picks, Jay lays out his top “Trump trade” plays — KKR (KKR) and Apollo (APO) — benefit directly from deregulation, renewed M&A activity, and a friendlier environment for private capital. He’s still bullish on Amazon (AMZN) as a cost-cutting story with cloud upside, and sees big opportunity in Marvell (MRVL), a cheaper AI chip play that’s been unfairly punished.Recorded on: Tuesday November 4th, 2025Timestamps00:00 Show intro02:15 The Trump Administration is buying stakes in U.S. stocks, why, and what does it mean for the market?05:15 Why this creating a bubble may not actually be a bad thing08:25 If AI has the backing of the U.S. government does that make valuations less worrying?11:10 Why tech makes up only a small portion of Jay’s portfolio 16:10 Is it time to look outside of the AI trade?17:30 Is OpenAI an under appreciated risk? 19:30 Where are rates headed?22:20 ITM Mailbag: Brookfield or Blackrock? (BN, BLK)23:40 Mcdonald’s stock (MCD)26:40 Pepsi stock29:00 Kenvue & Kimberly Clark (KVUE, KMB) 31:40 Pfizer stock (PFE)36:30 Broadcom stock (AVGO)37:50 NextEra & Vistra (NEE, VST)41:40 Fifth Third Bancorp (FITB)44:15 Jay’s Pro Picks ( KKR, APO, AMZN, MRVL)SponsorsFor 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, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

While everyone’s chasing the next tech trend, Kelsey Dunwoodie is digging where Canada’s real wealth—and entrepreneurial spirit—lies: in the ground. On this episode of In the Money with Amber Kanwar, the Deans Knight Capital Management portfolio manager lays out the bullish case for Canada’s great resource comeback. From gold miners to natural gas producers, she argues the next wave of growth will come from small and mid-cap companies built by hands-on founders who’ve weathered every boom and bust.She breaks down why gold producers are flush with cash, how energy companies are positioning for the next upcycle, and why she’s steering clear of the rare earths hype—for now. Kelsey fields questions across the resource landscape. She explains why she once owned Foran Mining (FOM.TO) but now prefers Taseko Mines (TKO.TO) for its consistent operations and better valuation. In forestry, she’s staying loyal to West Fraser Timber (WFG.TO), praising its management and ability to outperform through any housing cycle. On royalties, she says Franco-Nevada (FNV.TO) and Wheaton Precious Metals (WPM.TO) are proven powerhouses but highlights Topaz Energy (TPZ.TO) in the energy space. She also discusses Osisko Metals (OM.TO) and its Gaspe Copper Project, calling it a story to watch, and points to Equinox Gold (EQX.TO) as her largest gold position—a miner shifting from spending to strong cash generation. Dunwoodie closes the show with three under-the-radar Canadian resource stocks she believes are set to outperform. Champion Iron (CIA.TO) leads the list, an iron ore miner entering a new phase of higher-margin, low-carbon production. She names Denison Mines (DML.TO) as her favorite way to play the uranium boom and global nuclear buildout. And rounding it out, Paramount Resources (POU.TO)—a family-run natural gas producer growing more than 20% a year without needing to raise a dime.Timestamps00:00 Show intro 02:30 How Kelsey got into resource investing03:30 Why resources? It’s Canada’s Silicon Valley 07:10 What dedication really means!08:30 The gold rally & gold producers 14:10 A new wave of M&A in the gold space17:10 Why Kelsey likes both oil & gas 20:30 Energy small-caps are disappearing22:00 Rare Earths, Lithium and figuring out a pathway to a final product29:30 ITM Mailbag: Foran Mining stock (FOM)32:55 The Lumber market & West Fraser Timber (WFG)39:10 Wheaton Precious Metals & Franco Nevada, Topaz Energy43:15 Osisko Metals (OM)46:10 Equinox Gold (EQX)50:40 Pro Picks (CIA, DML, POU)1:04:40: ETF Minute: Middlefield’s Healthcare Dividend ETF (MHCD.TO)SponsorsFor 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 Middlefield. Find out more about the Middlefield Healthcare Dividend ETF here: https://middlefield.com/funds/exchange-traded-funds/healthcare-dividend-etf/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.MIDDLEFIELD DISCLAIMER Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.This material has been prepared for informational purposes only without regard to any particular user's investment objectives or financial situation. This communication constitutes neither a recommendation to enter into a particular transaction nor a representation that any product described herein is suitable or appropriate for you. Investment decisions should be made with guidance from a qualified professional. The opinions contained in this report are solely those of Middlefield Limited (“ML”) and are subject to change without notice. ML makes every effort to ensure that the information has been derived from sources believed to be reliable, but we cannot represent that they are complete or accurate. However, ML assumes no responsibility for any losses or damages, whether direct or indirect which arise from the use of this information. ML is under no obligation to update the information contained herein. This document is not to be construed as a solicitation, recommendation or offer to buy or sell any security, financial product, or instrument.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

In this special episode of In the Money with Amber Kanwar, taped live from Vancouver at Raymond James’ National Business Conference, Amber sits down with Larry Adam, Chief Investment Officer at Raymond James Financial, who oversees more than $1.5 trillion in assets. Larry shares why he’s still bullish on equities, why fundamentals—not feelings—drive his outlook, and why he believes this bull market has years left to run.They dig into it all — from AI’s staying power and rate cuts fueling growth, to whether gold’s rally has gone too far, and how fiscal policy, tariffs, and national security priorities are shaping markets. Larry also explains how investors should think about inflation, small caps, and the growing dominance of U.S. mega-cap tech — and where the next leg of market leadership could come from. Larry’s Pro Picks highlight the sectors he believes will drive returns through 2026: Technology, Industrials, and Healthcare. From the ongoing AI revolution and global defense spending to the demographic demand powering healthcare innovation, he breaks down why these areas could remain the cornerstones of investor portfolios in the next phase of the bull market.Larry strikes a confident but disciplined tone — reminding investors that while volatility may return, the long-term fundamentals remain strong. He’s staying the course, trusting the data over the noise, and betting that the best of this bull market is still ahead.Timestamps00:00 Show intro with Larry Adam, CIO, Raymond James01:10 Larry talks about his approach to investing02:40 Larry on the role of a CIO03:25 Larry’s 6900 target for the S&P 500 and why we’re only halfway through the bull market05:05 How to reconcile the market with the negative headlines07:30 Rates, inflation & tariffs09:45 Why Larry is more cautious on gold11:20 Larry’s comfort level with AI14:40 Tech and the S&P 50016:30 Broadening in the S&P 500 18:00 Larry on U.S. fiscal policy19:45 Why the World Cup, America’s 250th Anniversary and the U.S. Midterms will keep the economy on solid footing20:25 Tariffs and the lack of market reaction22:30 The Trump trade and understanding Trump’s strategic priorities26:45 Expectations for small caps30:50 Where does Larry get pushback?33:10 How does fixed income play a role in portfolios?35:10 Larry’s Pro Picks (tech, industrials, healthcare) SponsorsFor 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.Raymond James Ltd. is regulated by the Canadian Investment Regulatory Organization ("CIRO") and is a Member of the Canadian Investor Protection Fund.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

Can you really have it all — growth and income? Rob Lauzon, Chief Investment Officer at Middlefield, says yes. In this episode of In the Money with Amber Kanwar, he explains why dividend stocks are finally back in the spotlight — and why some of the biggest opportunities may be hiding in the most unloved corners of the market.From oil producers to pipelines and REITs, Rob breaks down where he’s finding value, yield, and upside in a market obsessed with AI. He shares his outlook on oil, gold, and the political shift that could breathe new life into Canada’s resource sector — and why he believes energy investors are entering a new era of disciplined balance sheets and shareholder returns.Amber and Rob tackle your questions on gold, pipelines (ENB, TRP, PPL), and energy names like Whitecap (WCP). They discuss possible tie-ups in the resource sector, with Rob suggesting a Barrick-Newmont deal could be a possibility. They also get into the outlook for REITs, from Dream Industrial (DIR.UN) to Northwest Healthcare (NWH.UN), and discuss whether Equitable Bank (EQB) has become a contrarian buy after its recent pullback.In Pro Picks, Rob shares three dividend-paying stocks that combine value, income, and serious upside — from Canadian Apartment REIT (CAR.UN) to Tourmaline (TOU) and U.S. regional bank Western Alliance (WAL). His theme this week? You can have it all — growth + income.Timestamps00:00 Show intro02:20 Rob’s investment style and where energy fits in04:30 The evolution of investing in energy 09:00 The politics question & the foreign investor question13:30 Do companies have conviction that things are really getting better in the oil patch?15:00 Oversupply and oil prices17:00 Why Rob is finding value & income in the energy sector21:10 What happens if the AI bubble bursts?22:10 ITM Mailbag: gold27:55 Pipeline & Royalty stocks (TOP, ENB, PPL, Southbow, Gibson)33:00 Whitecap Resources stock (WCP)32:35 Northwest Healthcare (NWH.UN)34:40 Dream Industrial REIT48:05: EQB stock41:00 Rob’s Pro Picks (CAR.UN, TOU, Western Alliance Bank)SponsorsFor 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

In a market obsessed with momentum and AI hype, Ryan Bushell is betting on something far less flashy — patience, discipline, and dividends. On this episode of In the Money with Amber Kanwar, the Newhaven Asset Management CEO proves that being a younger investor with an old-school mindset can still outperform. His focus: companies that can compound for decades, not just quarters.Bushell breaks down why rising power demand is reshaping the investment landscape and why “boring” sectors like utilities and infrastructure might hold the most exciting opportunities ahead. In the mailbag, he tackles listener questions on Canadian Natural Resources (CNQ.TO), he addresses the Cenovus–MEG–Strathcona saga, the Canadian banks, Thomson Reuters (TRI.TO), K-Bro Linen (KBL.TO), and Fortis (FTS.TO) — weighing where value still exists after record highs.And in Pro Picks, Bushell shares his favourite long-term compounders hiding in plain sight: Pembina Pipeline (PPL.TO), ARC Resources (ARX.TO), and Brookfield Infrastructure (BIP.UN) — steady names built for investors who’d rather win slowly than chase the next flashy thing.Timestamps00:00 Show intro  02:00 Ryan’s conservative approach to investing and forming his style during the GFC 07:40 Starting Newhaven Asset Management  10:40 Ryan’s view of the current market 13:10 Can you be bearish on AI spending but still like some of the sectors involved  17:05 Ryan’s view on gold  20:20 Why Ryan is sitting on cash right now  23:10 ITM Mailbag: CNQ stock  29:00 Canadian banks  32:25 Thomson Reuters stock (TRI)  35:00: K-Bro Linen stock (KBR) 38:40 Fortis stock (FTS) 42:40 Ryan’s Pro Picks (PPL, ARX, BIP.UN)SponsorsFor 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, 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

Craig White, Senior Wealth Advisor at Plena Wealth, shares insights on the current market paradox where stocks hit record highs amid investor anxiety. He discusses his 'core vs explore' portfolio strategy to navigate emotional investing. Highlighting the strength of Canadian banks like TD and RBC, he explores their growth drivers. Craig also dives into gold's volatility, Netflix's content strategy, and why he's bullish on Nike, Intact Financial, and Tourmaline as key investment opportunities. Tune in for unexpected market wisdom!

“The best of the bull market is still ahead of us.” That’s how Nick Griffin, Founding Partner and CIO of Munro Partners, sees it. The Australia-based global growth investor joins In the Money with Amber Kanwar to explain why the AI boom isn’t a bubble — it’s the start of a once-in-a-generation expansion. Griffin says we’re only in year three of a bull market that could last a decade, with trillions of dollars still to be spent building the infrastructure for artificial intelligence. From data centers and chipmakers to clean energy and sports entertainment, he breaks down where the biggest opportunities lie — and why staying optimistic could be the smartest move in markets right now.He also weighs in on the U.S.–China trade war, why Taiwan Semiconductor (TSM) is both a risk and an opportunity, and how global tensions could shape the race to dominate AI.In the Mailbag, Amber and Nick dive into listener questions on some of the world’s biggest growth names — including Shopify (SHOP) and its OpenAI partnership, Salesforce (CRM) and its fight to stay relevant, Intuitive Surgical (ISRG) as an AI-in-healthcare leader, and why Mastercard (MA) continues to beat every disruption story thrown its way. Griffin also explains why Constellation Energy (CEG) has become an unlikely growth stock, and what he admits he got wrong about Palantir (PLTR).In Pro Picks, Griffin shares his three highest-conviction ideas: Nvidia (NVDA), still his top holding even after its massive run; Contemporary Amperex Technology (CATL), the battery giant powering the clean-energy transition; and TKO Group (TKO), the UFC–WWE parent company capitalizing on the unstoppable rise of live sports.Timestamps00:00 Show intro03:30 Why Nick thinks the best of the bull market is still in front of us05:20 Comparing the AI revolution to the first time you got an iPhone06:50 Is it valid to compare this time to the dotcom bubble? 08:20 Nick is in the camp this is a boom, don’t be scared of the boom 10:20 What about the circular nature of some of these AI deals?11:50 Why Nick listens to everything Nvidia’s Jensen Huang says15:50 How Nick handled the downturn in 202218:00 What about U.S.-China tensions and what that means for the AI revolution19:25 Why AI is just one-third of Nick’s global growth fund. Why he’s focused on climate and sports too22:25 ITM Mailbag: Shopify (SHOP) stock25:25 Taiwan Semiconductor (TSMC) stock28:30 Salesforce stock (CRM)31:00 Nick’s thoughts on quantum33:25 Intuitive Surgical stock (ISRG)35:40 Visa & Mastercard stocks (V, MA)38:30 Constellation Energy stock (CEG)40: 50 Palantir stock (PLTR)42:45 Nick Griffin’s Pro Picks (NVDA, CATL, TKO)SponsorsFor 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.This segment has been paid in part by CI Global Asset Management. Find out more at: https://www.cifinancial.com/ci-gam/ca/en/index.htmlPro 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.This segment of “In the Money" with Nick Griffin ” has been paid in part by CI Global Asset Management. This podcast is provided as a general source of information and should not be considered personal, legal, accounting, tax or investment advice, or construed as an endorsement or recommendation of any entity or security discussed. Investors should seek the advice of professionals prior to implementing any changes to their investment.  The opinions expressed in the communication are solely those of the author(s) and are not to be used or construed as investment advice or as an endorsement or recommendation of any entity or security discussed. The author and/or a member of their immediate family may hold specific holdings/securities discussed in this podcast. Any opinion or information provided are solely those of the author and does not constitute investment advice or an endorsement or recommendation of any entity or security discussed or provided by CI Global Asset Management. Certain statements in this podcast are forward-looking that are predictive in nature, depend upon or refer to future events or conditions. Forward-looking statements are subject to risks, uncertainties and assumptions that could cause actual results to differ materially from those set forth. Although the forward-looking statements contained herein are based upon what CI Global Asset Management and the portfolio manager believe to be reasonable assumptions, neither CI Global Asset Management nor the portfolio manager can assure that actual results will be consistent with these forward-looking statements. Certain statements contained in this podcast are based in whole or in part on information provided by third parties and CI Global Asset Management has taken reasonable steps to ensure their accuracy. 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Mike Rose built Tourmaline into Canada’s largest natural gas producer — and he’s not done yet. In this episode of In the Money with Amber Kanwar, the veteran energy executive explains how Tourmaline went from zero to industry leader, why he’s betting on LNG exports, and what AI and data centres mean for the future of natural gas demand. Rose breaks down the current slump in Alberta gas prices — and why he thinks a turnaround is just weeks away. He also defends Tourmaline’s ambitious capital spending plans, shares what the market is missing about their long-term strategy, and reveals how the company keeps rewarding shareholders with those famous special dividends.From the electrification boom to the global LNG race, Rose lays out why he believes Canada is finally on the path to becoming an energy superpower — and what it will take to get there.Don't miss this interview if you want an inside look at the strategy, vision, and staying power behind one of Canada’s great energy success stories.Timestamps00:00 Show intro01:50 Tourmaline’s origin story05:30 Tourmaline’s edge over other nat gas players07:50 Why Mike thinks nat gas prices will move up in a few weeks13:50 What’s Canada doing on the LNG front?15:00 The global gas market17:00 Tourmaline’s space in the market20:55 Tourmaline’s spending plans28:13 Cross Border Investing with Darren Coleman from Portage Wealth of Raymond James31:15 Mike on Tourmaline’s dividends33:15 Mike on deals in the oil & gas sector37:15 AI, gas demand and the future of the industry45:50 How can Canada be an energy superpower?50:00 Mike says foreign players are getting more interested in Canada51:20 What needs to change for Canada and Canadian gas producers53:50 The reality of the Canada/U.S. energy relationship55:50 What’s next for Mike Rose and his vision for Tourmaline 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.Raymond James Ltd. is regulated by the Canadian Investment Regulatory Organization ("CIRO") and is a Member of the Canadian Investor Protection Fund.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews