In the Money with Amber Kanwar

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  Dan Niles: AI Won’t Kill Us—But Some AI Stocks Won’t Survive 15.09.2026 1ч 10мин

  Dan Niles doesn’t think AI wiping out humanity is a likely outcome—but he does think the technology could wipe out plenty of stocks. The Founder & Portfolio Manager of Niles Investment Management joins Amber Kanwar at a moment of peak AI anxiety to separate the existential fears from the very real investment risks. Niles believes AI is the biggest technological revolution since the internet and that agentic AI is still in its early stages, but he also sees warning signs in slowing AI spending growth, data-centre push-outs and increasingly aggressive assumptions about how long the boom can last.He also weighs in on the battle among the biggest names in AI, including Google, Meta and the frontier model companies, and explains why the next phase of the revolution could produce a very different group of winners and losers. Niles makes the case for Meta as an AI comeback story, explains why Nvidia may be in a different category from some of the more speculative AI infrastructure plays, and warns that investors shouldn’t assume every stock will simply bounce back if the market turns.In the mailbag, Niles tackles Snowflake (SNOW), Marvell Technology (MRVL), Celestica (CLS), Nebius Group (NBIS), Nvidia (NVDA), Amazon (AMZN) and SpaceX. He explains why he isn’t convinced Snowflake will escape AI disruption, why he prefers Marvell to Celestica, why the neo-clouds could be among the first casualties if AI spending slows, and how Amazon’s strength in robotics could reshape its long-term investment case. He also explains why, despite being a huge believer in Elon Musk and the future of space, valuation and cash flow make SpaceX difficult for him to own.In Pro Picks, one idea makes a return appearance: cash. Niles picked cash alongside Cisco Systems (CSCO), Microsoft (MSFT) and Nvidia (NVDA) when he last appeared in May 2025, and this time he puts cash at the very top of his list as growing market risks make patience more valuable. He also likes Meta Platforms (META), where a lower valuation, improving AI models and new ways to monetize its AI spending have made the risk-reward more attractive. And he’s bullish on Apple (AAPL), where he believes product-focused leadership and the arrival of a foldable iPhone could finally spark a major new upgrade cycle next year. Niles also revisits Cisco, Microsoft and Nvidia from his past picks, including why Cisco’s position at the centre of networking infrastructure could continue to benefit as companies build out their own AI systems.Timestamps00:00 Trailer2:15 Intro 03:37 Dan Niles on AI Risk08:35 What Slower AI Spending Means for Semiconductors10:49 Is the AI Boom Turning Into a Bubble?13:58 Open-Source AI vs. Frontier Models16:27 The AI Shakeout: Who Will Survive?19:34 Why Dan Is Bearish on the Market21:01 Bonds, Debt, and the Risk of a Major Sell-Off28:14 Why Credit Markets Matter for Big Tech30:51 Dan Niles’ Changing View on Google35:55 ITM Mailbag: Snowflake stock (SNOW) and the Software Sector40:46 Marvell & Celestica (MRVL, CLS)45:50 Nebius & NVIDIA (NBIS, NVIDA)51:58 Is Amazon Still a Long-Term AI Play? (AMZN)54:23 Should You Buy the Dip in SpaceX? (SPCX)57:43 Past & Pro Picks: CASH, CSCO, NVDA,MSFT, META, AAPL 68:17 Closing Bell: Chess and Chinese DramasSponsorsThank you to our partners at ATB Financial. ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit https://ATB.com/inthemoney for more information.For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Thank you to our partners at Hamilton ETFs. For more information visit https://hamiltonetfs.comAll the charts you’ll see today are sponsored by Wealthsimple Trade. The self-directed trading platform built for active traders in Canada. Learn more at  https://app.wealthsimple.com/74rd/83ftma8xSupport for this podcast is brought to you by EQB – the company behind EQ Bank, Canada’s Challenger Bank. For more information visit https://www.eqbank.ca/The Closing Bell is sponsored by The Haliburton Post House: private executive retreats in Ontario's Haliburton Highlands. Reserve your Fall 2026 or Spring 2027 dates at The Haliburton Post House. Mention In the Money for $1000 off your reservation! [email protected] for more information. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] 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: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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  JF Tardif: “We’re Definitely Ready” If Markets Turn Ugly 10.09.2026 55мин

  Tariffs are dominating the headlines, but they’re not the biggest risk Jean-François Tardif sees for investors. The President of Timelo Investment Management is cautious on the economy, skeptical that the massive AI spending boom can last and actively positioning for downside. He explains why he’s short Canadian banks and semiconductors, using puts on the S&P 500 and Nvidia, and preparing his portfolio for what could happen when AI spending eventually rolls over. At the same time, Tardif remains net long equities through gold and oil, explains why he sees gold stocks as significantly more attractive than copper right now and tells us his top gold stock. He also weighs in on the controversial H&R REIT deal, why he calls it a “take-under” and why he’s been buying more shares even as he considers voting against it.In the mailbag, Tardif goes in depth on the Canadian banks and explains why taking profits in a tax-free account is a 'no-brainer'.  He also talks CAE (CAE), Toromont Industries (TIH), goeasy (GSY) and Propel Holdings (PRL), Champion Iron (CIA), Village Farms International (VFF) and Magna Mining (NICU). Plus, he explains why he’s bearish on parts of the economy, what insider selling can tell investors and where he’s finding opportunities in beaten-down sectors.In Pro Picks, Tardif revisits last year’s ideas, including Total Energy Services (TOT), which has roughly tripled since his appearance, Calian Group (CGY), up more than 50%, and H&R REIT (HR.UN). Then he reveals three new ideas: Adentra (ADEN), a cash-generating consolidator he believes is cheap even without a housing recovery; Colliers International (CIGI), a former market darling hit by fears over AI and commercial real estate; and Dutch Bros (BROS), a fast-growing coffee chain he believes has the potential to multiply its store count over time.Subscribe, like and comment for a chance to win some In the Money swag, and now you can buy some merch at our new store! Check it out!  https://inthemoneypod.myshopify.com/Timestamps00:00 Trailer 02:17 Introducing JF Tardif 04:17 Canada, the US, and rising tariff tensions07:54 The AI trade and the risk of peak spending10:18 Why gold may be more attractive than copper11:24 Hedging with shorts and put options13:01 JF’s high conviction gold ideas14:40 The H&R REIT take under19:43 Mailbag begins21:16 Are Canadian banks too expensive and JF’s short process28:30 CAE stock (CAE)30:31 Toromont Industries stock (TIH) 32:47 Go Easy, Propel, and consumer lending risks (GSY, PRL)34:13 Champion Iron stock (CIA)36:27 Village Farms stock (VFF)39:03 Magna Mining (NICU)40:26 Past & Pro Picks ( TOT, CGY, HR.UN, ADEN, CIGI, BROS)  52:55 The Closing Bell: Golf, snowmobiling, and the closing bellSponsorsThank you to our partners at ATB Financial. ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit https://ATB.com/inthemoney for more information.For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Thank you to our partners at Hamilton ETFs. For more information visit https://hamiltonetfs.comAll the charts you’ll see today are sponsored by Wealthsimple Trade. The self-directed trading platform built for active traders in Canada. Learn more at  https://app.wealthsimple.com/74rd/83ftma8xSupport for this podcast is brought to you by EQB – the company behind EQ Bank, Canada’s Challenger Bank. For more information visit https://www.eqbank.ca/The Closing Bell is sponsored by The Haliburton Post House: private executive retreats in Ontario's Haliburton Highlands. Reserve your Fall 2026 or Spring 2027 dates at The Haliburton Post House. Mention In the Money for $1000 off your reservation! [email protected] for more information. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] 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: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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  Rick Rule: Commodity Weakness Is Coming—Here’s What to Buy 08.09.2026 1ч 10мин

  Legendary commodity investor Rick Rule sees weakness coming for natural resources and thinks investors should be ready to take advantage. In this special season premiere episode, he's here to tell you what he's buying. Rick Rule, President and CEO of Rule Investment Media, joins In the Money with Amber Kanwar to kick off a new season with his outlook for gold, oil and natural resource stocks. While higher interest rates and a stronger U.S. dollar could weigh on commodities through the rest of 2026, Rule remains firmly bullish over the longer term—and says a pullback could put the assets he wants to own “on sale.”He explains why he believes declining purchasing power and negative real interest rates could ultimately propel gold higher, and why years of underinvestment could leave the oil market facing a structural supply shortage by the end of the decade.In the mailbag, Rule tackles viewer questions on Abaxx Technologies (ABXX), Nations Royalty (NRC), International Petroleum (IPCO), Athabasca Oil (ATH), Dundee Corporation (DC.A), Vizsla Silver (VZLA), Solaris Resources (SLS), Copper Giant Resources (CGNT) and Alphamin Resources (AFM)—digging into everything from management and valuation to geopolitical risk and the enormous potential rewards that can come with it.And in Pro Picks, Rule revisits last year’s ideas—including Sprott (SII), Exxon Mobil (XOM) and the former EMX Royalty, now part of Elemental Royalty (ELE)—and reveals three stocks he likes now across the risk spectrum: Agnico Eagle Mines (AEM), Equinox Gold (EQX) and speculative play Talon Metals (TLO). On Talon, Rule makes the stakes clear: if his exploration thesis is wrong, investors could lose 50%. If it works, he believes the discovery could be profound.Like and comment for a chance to win some In the Money swag, and now you can buy some merch at our new store! Check it out!  https://inthemoneypod.myshopify.com/Timestamps0:00 Trailer: Rick Rule on commodities, gold, and oil0:39 Episode intro and season premiere setup2:02 Disclaimer and what this episode covers2:28 Welcome to the season premiere with Rick Rule4:49 Commodities near-term outlook, rates, dollar, and inflation6:34 Why inflation and bond yields may stay sticky8:34 Debt, deficits, and why the cycle feels familiar9:58 Lessons from the 1970s inflation era12:52 Why falling commodity prices can be buying opportunities15:00 Gold, war, and negative real interest rates17:36 Why oil has not reacted like a true shock yet19:30 When oil shortages become structural22:57 How Canada can better position itself26:16 Rick Rule’s investing method and edge29:55 ITM Mailbag: Abaxx Technologies and the short report (ABAX)32:23 Nations Royalty and Indigenous led royalties (NRC)36:47 International Petroleum vs Athabasca (IPCO, ATH)40:52 Why Dundee still matters to Rick (DC.A)44:30 Vizsla Silver, huge upside, major risk (VZLA)51:01 Solaris Resources and Copper Giant (SEI, CGNT)52:36 AlphaMin Resources and the tin market (AFM)55:21 Past & Pro Picks (SII, XOM, ELE, AEM, EQX, TLO)1:08:05 Rick Rule off the mic, outdoors, reading, mentoringSponsorsThank you to our partners at ATB Financial. ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit https://ATB.com/inthemoney for more information.For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Thank you to our partners at Hamilton ETFs. For more information visit https://hamiltonetfs.com All the charts you’ll see today are sponsored by Wealthsimple Trade. The self-directed trading platform built for active traders in Canada. Learn more at  https://app.wealthsimple.com/74rd/83ftma8xSupport for this podcast is brought to you by EQB – the company behind EQ Bank, Canada’s Challenger Bank. For more information visit https://www.eqbank.ca/The Closing Bell is sponsored by The Haliburton Post House: private executive retreats in Ontario's Haliburton Highlands. Reserve your Fall 2026 or Spring 2027 dates at The Haliburton Post House. Mention In the Money for $1000 off your reservation! [email protected] for more information. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] 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: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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  Richard Abboud: Building a $4 Billion Business—and a More Ambitious Canada (SPONSORED) 01.09.2026 30мин

  Richard Abboud dropped out of university to pursue entrepreneurship. Today, he’s the Founder & CEO of Forum Asset Management, a $4 billion asset management business—and one of the country’s most vocal advocates for a more ambitious Canada.In the final installment of Can Canada Meet the Moment?, Amber Kanwar sits down with Abboud to trace his journey from running teenage dance venues to building one of Canada’s largest student housing businesses. He explains why Forum is betting on student housing and self-storage, where he sees opportunity in Canadian real estate, and why his investment philosophy starts with finding an “unfair advantage.” He also breaks down how Forum offers investors access to these private-market opportunities through a range of funds designed for different risk appetites and needs for income and growth.But Abboud is also thinking beyond his own business. He founded Shift Canada to help change Canadian culture around risk, innovation and the fear of failure. Its Shift Failure program is taught in junior high and high schools across the country and has reached 600,000 students in three years, encouraging young Canadians to see failure as part of growth rather than something to fear. Shift Canada also tracks Canadians’ willingness to take risks and be ambitious through its Bold Ambition Index.Can Canada become more ambitious, take bigger risks and seize the opportunity in front of it? Abboud believes there’s no reason Canada shouldn’t be at the top of the world—but Canadians need to be willing to speak up, take risks and get on with it.Timestamps00:00 Intro00:09 Sponsor message and disclaimer00:33 Welcome to the final installment of the innovation series01:01 Richard Abboud’s background and what this conversation covers01:54 Richard’s origin story and entrepreneurial journey03:37 First business: teenage dances and early lessons04:46 From broker to Forum Asset Management05:22 Forum today: assets, student housing, and self-storage07:15 Why student housing and self-storage still make sense08:49 Immigration, population trends, and student housing demand10:04 How the fund is structured for investors11:42 Retail investor access and current opportunities13:07 Long-term outlook for the asset class14:51 Why Richard got involved in Canadian innovation15:43 Midlife pause, then back to building16:38 Canada’s innovation problem and cultural barriers17:57 Shift Canada and the Shift Failure program19:00 Teaching kids to embrace failure21:44 Can Canada celebrate entrepreneurs better?23:24 Why CEOs are speaking up now25:26 What still needs to happen in Canada26:24 Tariffs and consumer confidence27:03 How the business is adapting27:37 Fun, hobbies, and travel29:00 Closing remarks and next episode teaserSponsorsThis show is brought to you by Forum Asset Management, presenting sponsor of our Innovation Special: Can Canada Meet the Moment. Learn more at https://forumam.com.Thank you to our partners at ATB Financial. ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit https://ATB.com/inthemoney for more information.For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Thank you to our partners at Hamilton ETFs. For more information visit https://hamiltonetfs.com Support for this podcast is brought to you by EQB – the company behind EQ Bank, Canada’s Challenger Bank. For more information visit https://www.eqbank.ca/The Closing Bell is sponsored by The Haliburton Post House: private executive retreats in Ontario's Haliburton Highlands. Reserve your Fall 2026 or Spring 2027 dates at The Haliburton Post House. Mention In the Money for $1000 off your reservation! [email protected] for more information. Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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  Canada’s SpaceX: The New Space Race—and Living on the Moon by 2028 25.08.2026 45мин

  Canada was one of the first countries in space. Now, as a new space race takes off, does it have what it takes to become a global leader again?In this episode of our summer series Can Canada Meet the Moment?, Paige Ellis sits down with Mike Greenley, CEO of MDA Space—Canada’s answer to SpaceX—to explore the enormous economic opportunity opening up beyond Earth. Greenley says the Earth-to-Moon economy represents a new economic frontier worth trillions of dollars, with humans expected to start living and working on the Moon as early as 2028. Canada already has world-leading expertise in space robotics, satellite communications and Earth observation—but capturing the opportunity will require moving faster and thinking much bigger.Greenley explains why Canada needs its own launch capability, how rising defence spending could help build a stronger domestic space industry, and why relying on other countries for critical technology creates both economic and sovereignty risks. As the U.S. pulls back globally and countries put a greater emphasis on sovereignty and security, Greenley explains why Canada needs to build more critical capabilities at home while continuing to forge strategic partnerships abroad. He also makes the case that Canada’s unique combination of mining expertise and space robotics could eventually give it an advantage in lunar and asteroid mining, where potentially enormous deposits of critical minerals are waiting to be explored.Plus, Greenley lays out his ambitions to turn MDA Space into a much larger global company while helping create a new generation of billion-dollar Canadian space businesses—and explains why commercial trips to the Moon could become a reality within the next decade.Timestamps0:00 Sponsor intro and opening0:58 Welcome and why the space economy matters2:45 Rapid-fire with Mike Greenley5:30 Canada’s place in the space boom8:52 Defense, urgency, and how Canada scales capability12:48 Why this time could be different14:00 What industry wants from government17:04 Defense procurement: best equipment vs. Canadian industry20:38 Partnerships, sovereignty, and the Gateway pause23:57 Canada’s mining edge in the new space race26:36 Winning public support for space31:37 ESG, capital, and space investment35:29 Building a stronger Canadian space ecosystem37:37 Why U.S. expansion matters39:06 When commercial moon trips become real41:39 Outro and next episode teaseSponsorsThis show is brought to you by Forum Asset Management, presenting sponsor of our Innovation Special: Can Canada Meet the Moment. Learn more at https://forumam.com.Thank you to our partners at ATB Financial.  ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit https://ATB.com/inthemoney for more information.For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Thank you to our partners at Hamilton ETFs. For more information visit https://hamiltonetfs.com Support for this podcast is brought to you by EQB – the company behind EQ Bank, Canada’s Challenger Bank. For more information visit https://https://www.eqbank.ca/Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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  Adam Waterous: Canada Can Become the Next Energy Superpower 18.08.2026 44мин

  Canada has spent years talking about its energy potential. Adam Waterous thinks the country is finally ready to realize it.In the third episode of our special summer innovation series, Can Canada Meet the Moment?, host Amber Kanwar sits down with Adam Waterous, CEO & Managing Partner of Waterous Energy Fund, to discuss why he believes Canada has a once-in-a-generation opportunity to become a global energy superpower.Waterous lays out his “down five, up five” thesis: over the next decade, he expects U.S. oil production to fall by roughly five million barrels a day while Canada has the potential to add five million—doubling its production and putting it in a position to compete with Saudi Arabia as one of the world’s largest oil producers.But getting there won’t be simple. Waterous breaks down the compromises behind Canada’s new energy ambitions, why the public sector is taking a bigger role in pipeline development, the regulatory and tax hurdles still facing producers, and what needs to happen to attract investment and actually fill those pipelines. He also explains why he believes the shift could be transformational for the Canadian economy and fundamentally change Canada’s leverage with the United States.Plus, Waterous discusses how he’s positioning his own companies for this new era, why long-life oil assets matter, what he looks for when buying energy assets, and where he sees opportunities after years of consolidation.Can Canada meet the moment? Waterous is unequivocal: he believes Canada’s position in the world has never been stronger.This interview was recorded during the Calgary Stampede, prior to Greenfire Resources announcing its $1.28-billion cash deal to acquire privately held heavy oil producer Connacher Oil and Gas Ltd on July 13, 2026.Timestamps00:00 Intro and sponsor message02:44 Canada’s energy moment03:23 The “down five, up five” thesis06:46 The GDP impact of growth08:03 The federal shift on energy13:37 Public vs. private sector paths17:09 Pipeline economics explained23:09 Carbon tax and production incentives28:33 Will investors come back?31:26 Why U.S. energy is vulnerable33:27 How he values assets35:25 Why scale matters in oil sands38:15 Greenfire and the neighborhood strategy41:51 Can Canada meet the moment?SponsorsThis show is brought to you by Forum Asset Management, presenting sponsor of our Innovation Special: Can Canada Meet the Moment. Learn more at https://forumam.com.Thank you to our partners at ATB Financial.  ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit https://ATB.com/inthemoney for more information.For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Thank you to our partners at Hamilton ETFs. For more information visit https://hamiltonetfs.com Support for this podcast is brought to you by EQB – the company behind EQ Bank, Canada’s Challenger Bank. For more information visit https://https://www.eqbank.ca/Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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  Canada Is Losing Founders. Can It Turn Things Around? 11.08.2026 1ч 15мин

  Canada has no shortage of world-class entrepreneurs—but are we creating the right conditions for them to build the next generation of global companies here at home? In the second episode of our special summer series Can Canada Meet the Moment?, host Paige Ellis sits down with two successful Canadian founders who offer very different perspectives on one of the country's biggest economic challenges.Michele Romanow, "Dragon" on CBC's Dragons' Den and Co-Founder of Clearco, argues Canada is making it harder to build and scale startups. She explains why more founders are choosing the U.S., how Canadian policies can discourage innovation, why we protect incumbents instead of challengers, and what needs to change if Canada wants to keep its best entrepreneurs.Laura McGee, Co-founder of Arterra and Executive Chair of Diversio, offers a more nuanced view. Drawing on her experience building businesses in both Canada and the United States, she explains why founders look south for capital, the cultural differences between the two countries, what Canada gets right, and why she believes Canadian entrepreneurs can still build world-class companies from home.If Canada wants to become a global innovation leader, what has to change? This conversation explores the policies, culture, capital, and mindset shaping the future of Canadian entrepreneurship.Subscribe to In the Money with Amber Kanwar for more conversations with the investors, founders, and business leaders shaping Canada's future.Timestamps00:06 Can Canada Meet the Moment brought to you by Forum Asset Management01:02 Meet Michelle Romanow02:34 Rapid-fire warmup08:21 Founder identity11:11 Why Canada loses startups14:11 Policy vs culture20:16 Rewarding oligopolies25:51 Founders voting with their feet27:31 Defense, health, and AI38:10 Canada’s AI opportunity43:01 Meet Laura McGee47:17 Diversio fundraising struggle53:02 Delaware structure and Canada01:05:52 Silicon Valley Bank collapse01:13:45 — What Canada must changeSponsorsThis show is brought to you by Forum Asset Management, presenting sponsor of our Innovation Special: Can Canada Meet the Moment. Learn more at https://forumam.com.Thank you to our partners at ATB Financial.  ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit ATB.com/inthemoney for more information.For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Thank you to our partners at Hamilton ETFs. For more information visit hamiltonetfs.com Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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  Can Canada Meet the Moment? Jim Balsillie Doesn't Hold Back 04.08.2026 45мин

  Canada has no shortage of breakthrough ideas. The problem, Jim Balsillie argues, is that too many of them create jobs, wealth and prosperity somewhere else. He even describes Canada as a "global philanthropist"—a country that invents world-changing technologies but lets the economic benefits accrue elsewhere. As Canada prepares to host the Prime Minister's first-ever Canada Investment Summit this September, we're kicking off our special summer series, Can Canada Meet the Moment?, with one of the country's most influential voices on innovation.Hosted by Paige Ellis, the first episode features Jim Balsillie, Retired Chairman and co-CEO of Research In Motion (BlackBerry) and Co-Founder & Chair of the Council of Canadian Innovators. Balsillie argues Canada's biggest challenge isn't innovation—it's public policy.Drawing on his experience building BlackBerry into one of the world's most successful technology companies, Balsillie explains why Canada continues to lose startups, talent and intellectual property to the United States, why he believes government policy has put "wind in the face" of Canadian entrepreneurs, and what must change if Canada wants to compete in AI, advanced technology and the industries of the future. He also reflects on BlackBerry's rise and decline, the lessons Canada still hasn't learned, and why he believes Canada can reverse decades of economic decline if it rethinks how it supports innovation.Throughout this special series, we're asking one question: Can Canada meet the moment? From innovation and entrepreneurship to natural resources, capital and public policy, we'll explore what's working, what's broken, and what it will take for Canada to build the next generation of globally competitive companies.Timestamps0:06 Can Canada Meet the Moment presented by Forum Asset Management0:50 Amber asks Can Canada Meet the Moment?1:40 Amber welcomes Paige3:30 The Canadian startup pipeline is shrinking05:30 The blackberry story & Jim Balsillie6:45  Canadian inventions game9:06  Jim Balsillie joins 10:51 Jim’s path to Waterloo13:30 U.S. investors vs. Bay Street16:02 Building in Canada17:49 Policy and entrepreneurship23:06 Canada’s AI strategy28:46  Losing value abroad33:22 AI vs. BlackBerry35:07 AI and jobs38:18 Young workers and AI42:04 Canada’s losses43:10 Why Jim stays focused on CanadaSponsorsThis show is brought to you by Forum Asset Management, presenting sponsor of our Innovation Special: Can Canada Meet the Moment. Learn more at forumam.com.Thank you to our partners at ATB Financial.  ATB Cormark Capital Markets is a leading North American investment firm providing holistic corporate and capital markets advice and full-service financial solutions. Visit ATB.com/inthemoney for more information.For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Thank you to our partners at Hamilton ETFs. For more information visit hamiltonetfs.com Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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  The Best (and Worst) Stock Picks of 2026... So Far 30.07.2026 35мин

  Which fund managers made the best calls of the year? Which stocks soared, which ones crashed, and what can investors learn from the biggest surprises of 2026 so far?In this special mid-year review, Amber Kanwar and Executive Producer Jillian Glickman look back at every Pro Pick featured on In the Money over the past year. They reveal the top-performing stocks, the biggest disappointments, and rank the fund managers whose ideas delivered the strongest returns. From AI memory-chip winners like Samsung (KRX: 005930) to Bird Construction (TSX: BDT), Canada's energy boom, hard assets, healthcare, and the surprising absence of the Magnificent Seven from the top of the leaderboard, they break down the trends that have defined the market so far.They also revisit some of the show's most memorable investment stories—including Better Home & Finance (NASDAQ: BETR), Marvell Technology (NASDAQ: MRVL), Sprott Inc. (TSX: SII), OpenDoor Technologies (NASDAQ: OPEN), Boston Scientific (NYSE: BSX), and more—and discuss what worked, what didn't, and why patience can be one of an investor's greatest advantages.Plus, Amber and Jillian share highlights from the podcast's incredible year, including the growth of In the Money, the Calgary Stampede live show, a preview of the upcoming Canadian innovation series, and what's coming this fall.Whether you've followed every Pro Pick or are looking for new investing ideas, this episode is your mid-year report card on the market—and on the experts who called it best.Timestamps0:00 Trailer1:51  Welcome to the mid-year review2:18  Market backdrop and how the year has unfolded5:40 Top-performing stocks11:15 Most popular stock pick13:00 Better Home and Finance discussion14:43 Hamilton ETFs - MIX16:42 Worst-performing stocks22:36 ATB Pro Picks23:05 Top fund managers honourable mentions26:40 Top Fund Managers28:40 Top three fund managers33:18 Upcoming August special and September plans34:34 Swag store announcement35:26 — OutroSponsorsFor 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 informationThe mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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. Hamilton ETFs Disclaimer This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs © 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.Volatility is measured using standard deviation, which quantifies how much an investment’s returns deviate from its average return over a ...
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  Canada's Rally Isn't Over—But You Need to Be Much More Selective 28.07.2026 53мин

  If you're looking to build a portfolio for the next decade—not chase yesterday's winners—Garey Aitken says it's time to get much more selective. Canada's rally may not be over, but after one of the strongest runs in years, finding value has become much harder. The Head of Canadian Equities at Franklin Templeton's ClearBridge Investments joins Amber Kanwar to explain where he's taking profits, why he still likes energy, and the overlooked companies he believes could be the market's next winners.In the mailbag, Garey weighs in on viewer questions about Intact Financial (IFC), CGI (GIB.A), Shopify (SHOP), TMX Group (X), and Metro (MRU). He shares his outlook on AI disruption across Canadian companies, explains why some high-quality businesses may be getting punished too severely, and discusses which names he'd still buy, hold, or avoid at today's prices.In Pro Picks, Garey revisits his previous top ideas—including Canadian Natural Resources (CNQ), Canadian National Railway (CNR), and Fortis (FTS)—before revealing three new high-conviction opportunities: Boyd Group Services (BYD), Stantec (STN), and Thomson Reuters (TRI). These are companies he believes have been unfairly sold off, offering investors the chance to buy quality businesses without falling into the trap of chasing expensive momentum stocks.Timestamps00:00 Trailer02:20 Intro03:45 These are the golden years, but borrowing from the future06:30 Is Garey taking profits and the anatomy of the rally09:00 Why Garey is a little nervous about his bank exposure11:30 Garey called the energy bottom, is the reward still there? 15:00 Hamilton’s Enhanced Mixed Asset Allocation ETF- MIX17:00 ITM Mailbag- Intact Financial stock (IFC)19:30 CGI Group stock (GIB.A)24:00 Shopify stock (SHOP)27:40 TMX Group stock (X)30:45 Metro stock (MRU)35:00  Garey’s Past & Pro Picks (CNQ, CNR, FTS, BYD, STN, TRI)For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial.  Visit https://ATB.com/inthemoney for more informationThe mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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 this episode we discuss Intact Financial, Canadian National Railway and Canadian Natural Resources which are all stocks Amber owns.Hamilton ETFs Disclaimer This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs © 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.Volatility is measured using standard deviation, which quantifies how much an investment’s returns deviate from its average return over a given period. Drawdown: The percentage drop from an investment’s peak value to its lowest point.In the Money delivers...
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  The $2.2 Billion Contrarian: How to Profit From Unpopular Ideas 23.07.2026 1ч 1мин

  While much of the market is chasing the same handful of stocks, Scott Morrison is looking somewhere else. The Founder & CIO of Wealhouse Capital Management oversees $2.2 billion with a contrarian strategy focused on buying great businesses at discounted prices. He joins Amber Kanwar to discuss why international markets are becoming more attractive, where he's finding value today, and how investors can profit from unpopular ideas before they become consensus.In the mailbag, Scott weighs in on whether Canadian banks are too expensive after their massive rally, shares his outlook on BlackBerry (TSX: BB), CAE (TSX: CAE), Aritzia (TSX: ATZ), Groupe Dynamite (TSX: GRGD), Primaris REIT (TSX: PMZ.UN), Propel Holdings (TSX: PRL) and Kinaxis (TSX: KXS), and explains where he still sees compelling value despite a market trading near record highs.In Pro Picks, Scott shares three international ideas he believes offer compelling upside: Shinhan Financial Group (NYSE: SHG), one of South Korea's leading banks trading at a significant discount to its North American peers; Zeta Global Holdings (NYSE: ZETA), an AI-enabled marketing technology company using proprietary data to help businesses improve advertising returns; and Tritax Big Box REIT (LSE: BBOX), a U.K. logistics real estate company positioned to benefit from growing demand for warehouses, automation and data centre infrastructure.Timestamps00:00 Intro01:25 Intro02:25 Scott Morrison’s approach to investing05:45 Businesses with idiosyncratic opportunities, and why Scott is finding more outside of North America10:45 More money chasing fewer opportunities12:50 Hamilton Enhanced Mixed Asset Allocation ETF- MIX14:50 ITM Mailbag: Canadian banks22:25 Blackberry stock (BB)29:30 Aritzia & Groupe Dynamite (ATZ, GRGD)32:30 Primaris REIT (PMZ.UN)37:35 Propel Holdings (PRL)41:00 Kinaxis (KXS)46:15 Scott’s Pro Picks (SHG, ZETA, BBOX)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 informationThe mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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. Hamilton ETFs Disclaimer This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs © 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.Volatility is measured using standard deviation, which quantifies how much an investment’s returns deviate from its average return over a given period. Drawdown: The percentage drop from an investment’s peak value to its lowest point.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journ...
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  The Hidden Stocks Worth Buying Now 21.07.2026 1ч 3мин

  Looking beyond the market's biggest names? Jamie Murray, President of The Murray Wealth Group, shares the investing framework he uses to uncover overlooked companies with strong cash flow, attractive valuations and long-term growth potential. From AI winners and consumer stocks to airlines, REITs and international opportunities, he explains what makes a stock worth buying—and why some of the market's best opportunities are often the ones investors aren't paying attention to.In the Mailbag, Jamie weighs in on some of the market's most talked-about names, including Uber (UBER), Meta (META), Aritzia (ATZ.TO), Air Canada (AC.TO), Exchange Income Corp. (EIF.TO), Go Residential REIT and UnitedHealth Group (UNH). He explains why Uber and Meta remain core holdings, discusses whether Air Canada is finally becoming investable, shares his outlook for Aritzia after its recent run, and breaks down why he's finding opportunity in real estate through Go Residential REIT. He also offers his take on UnitedHealth following its dramatic selloff and explains why he recently sold Exchange Income after a big run up.  In Pro Picks, Jamie revisits his Past Picks Broadcom (AVGO), Starbucks (SBUX) and 3i Group (III.L), sharing why he remains bullish on Broadcom and 3i Group while explaining why he exited Starbucks. He then reveals three new high-conviction ideas: Nu Holdings (NU), Opera (OPRA) and Vital Healthcare Property Trust (NZX)—companies he believes have the potential to quietly outperform over the years ahead.Timestamps00:00 Trailer02:15 Intro03:20 What’s going on in the markets right now?06:40 What does Jamie’s portfolio look like right now and why software?09:20 Small caps as an AI trade10:50 Why isn’t the market more roiled by the new flare up between the U.S. and Iran15:00 What’s a classic Jamie Murray stock?15:50 Hamilton Enhanced Mixed Asset Allocation ETF- MIX17:50 ITM Mailbag: Uber stock (UBER)23:20 Meta stock (META)27:50 Aritzia stock (ATZ)30:35 Air Canada stock (AC)35:30 Exchange Income Corp (EIF)39:30 GO Residential REIT (GO.U)44:00 UnitedHealth Group stock (UNH) 46:20 Jamie’s Past & Pro Picks (AVGO, SBUX, NU, OPRA, VITL.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 informationThe mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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. Hamilton ETFs Disclaimer This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs © 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.Volatility is measured using standard deviation, which quantifies how much an investment’s returns devi...
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  Special Feature: The Cross-Border Wealth Guide: What Most People Get Wrong 17.07.2026 12мин

  Political tensions are prompting more Americans to consider moving to Canada—and more Canadians are returning home—but the financial implications are far more complicated than most people realize. On this special episode of In the Money with Amber Kanwar, Harp Sandhu, Founder, Senior Wealth Advisor and Portfolio Manager at Sandhu Wealth and author of Welcome Home, Eh?: A Guide for Canadians (Old and New) to Navigate Moving to Canada from the U.S., breaks down the costly financial traps that can come with a cross-border move—from mishandling retirement accounts and tax residency to overlooking investment restrictions, healthcare gaps, real estate considerations, and even the rules around bringing a car or wine collection into Canada.Harp also discusses why he's seeing a surge in cross-border consultations, why timing matters when changing tax residency, the biggest mistakes people make when relocating, and why AI still can't replace expert advice when it comes to complex cross-border financial planning. Whether you're thinking about moving now or simply want to understand the financial realities of living and investing across Canada and the U.S., this episode is packed with practical insights.This episode is brought to you by our partners at Raymond James. Visit https://raymondjames.ca today to discover how you can live a life well planned.Timestamps00:00 Intro 01:10 The changing nature of Canadians coming back to Canada03:00 The mistakes people make when coming back to Canada04:30 Is there a golden rule when moving back or does it vary from person to person?07:00 The unexpected implications10:25 How has AI changed the game? 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.Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] 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: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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  These Dividend Stocks Could Compound for Years 16.07.2026 51мин

  More than 300 companies around the world cut their dividends in 2020—but not a single company in Fiona Wilson's portfolio did. Fiona, who co-manages the i3 dividend fund portfolios within Guardian Capital LP, explains why chasing the highest dividend yield can be a costly mistake and why dividend growth is the key to building long-term wealth. She shares how her team uses artificial intelligence to forecast dividend growth, identify companies at risk of cutting their payouts, and uncover high-quality businesses that can compound for years.In the mailbag, Fiona answers your questions on Canadian bank stocks including RBC (RY), TD and CIBC, whether Enbridge (ENB) is still a buy after its big run, the outlook for TELUS (T), why she remains bullish on Microsoft (MSFT), why Apple (AAPL) remains one of her favourite long-term holdings despite its premium valuation, and what to make of the recent strength in U.S. financials, including Morgan Stanley (MS).In Pro Picks, Fiona shares four high-conviction dividend growth ideas: Costco (COST), ASML Holding (ASML), Amphenol (APH), and Parker-Hannifin (PH). She explains why these companies combine rising dividends, strong earnings growth and durable cash flow, and how they're positioned to benefit from long-term trends in artificial intelligence, industrial automation and infrastructure.Timestamps00:00 Intro02:50 Fiona’s approach to dividend investing 04:50 Using AI: In 2020 300+ companies cut their dividend, Fiona’s portfolio had zero cuts07:30 Yield vs. Growth & tech stocks10:00 What’s the human element11:20 Growth, payout & sustainability14:50 Fiona’s global lens17:00 What are the top 3 warning signs a company will cut their dividend?18:50 Hamilton MIX ETF 20:50 ITM Mailbag: Canadian Banks24:30 Enbridge stock (ENB)30:20 Telus stock (T)32:30 Microsoft stock (MSFT)35:20 Apple stock (AAPL)37:40 Morgan Stanley stock39:40 Fiona’s Pro Picks (COST, ASML, APH, PH) 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.A special thank you to our partners at ATB Financial. For more information on ATB Cormark Capital Markets visit https://ATB.com/inthemoney The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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 this episode we discuss Apple, TD, Enbridge, Telus and Microsoft which are all stocks Amber ows. Hamilton ETFs Disclaimer This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs © 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.Volatility is measured using standard deviation, which quantifies how much an investment’s returns deviate from its average return over a given period. Drawd...
• 
  The Hated Oil Stock That's Suddenly Winning Again 14.07.2026 37мин

  Global investors spent years writing off Canadian energy. Now, one of the sector's most embattled companies is trying to prove them wrong.On this episode of In the Money with Amber Kanwar, Amber sits down with Chad Lundberg, President & CEO of Baytex Energy, for his first interview since taking the helm. After a turbulent few years that saw Baytex expand into the U.S., reverse course, and overhaul its strategy, the stock has more than doubled over the past year. But with plenty of investors still questioning whether the turnaround is real, Chad explains why he believes Baytex is entering a new era.The conversation explores Canada's changing energy landscape, renewed pipeline momentum, improving investor sentiment toward the sector, and why Baytex is betting on a Canadian-focused future. Chad also discusses the company's debt-free balance sheet, its goal of delivering 15% annual shareholder returns through dividends, buybacks, and growth, the long-term potential of projects like Gemini, and why he believes Baytex can create more value as an independent company rather than becoming an acquisition target.Whether you're bullish on Canadian energy or still skeptical, this conversation offers an inside look at one of the industry's biggest turnaround stories—and the CEO trying to complete it.Timestamps00:00 Trailer01:15 Intro 02:20 The mood in the energy sector03:50 Pipelines and increasing production to fill pipelines05:30 What does the energy sector need to fulfill its full potential? 07:30 Hamilton Enhanced Mixed Asset Allocation ETF- MIX 09:20 What are foreign investors saying about the Canadian energy sector? 11:00 Sentiment towards crude oil14:40 The transformation at Baytex Energy19:40 Largest shareholder is done selling20:50 The aspiration of 15% returns over the net 3 years22:40 Dividends & buybacks 23:40 A culture change25:20 Asset quality28:50 Is Baytex a takeover candidate?30:10 Thank you to our partners at ATB Financial30:35 M&A in the energy sector 32:30 Would Baytex sell Viking? 33:35 Baytex’s red lines 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.A special thank you to our partners at ATB Financial. For more information on ATB Cormark Capital Markets visit https://ATB.com/inthemoney The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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. Hamilton ETFs Disclaimer This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs © 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P DJI shall have no liability for any errors, omissions, or interruptions of any index or the data included therein.Volatility is measured usin...
• 
  Canada Wants Pipelines. Enbridge CEO: Private Capital Still Isn't Sold. 09.07.2026 48мин

  Canada just announced two new pipelines — so where's private capital? The CEO of one of Canada's largest pipeline operators weighs in. On this special episode of In the Money with Amber Kanwar, Amber sits down with Greg Ebel, President and CEO of Enbridge (TSX: ENB, NYSE: ENB), live from the Calgary Stampede for his first interview since the pipeline announcements — including the Northern Shield West Coast pipeline and the Alberta-Ontario pipeline proposal. Greg explains why Enbridge isn't a proponent on either project, and why he thinks the industry's focus on pipelines has been "ass-backwards" — the real bottleneck, he argues, is production, not pipes.Greg also revisits comments from last fall, when he called the last decade a "disaster" for Canadian competitiveness. He explains what's shifted since then, why governments are now racing to make private capital more attractive, and what a "grand bargain" on the North Coast tanker ban could look like if Ottawa wants the private sector to lead.The conversation turns to Enbridge's own capital priorities. Most of the company's $40 billion project backlog is being deployed in the United States, where taxes are lower and regulatory approval is faster — but Greg discusses whether that balance could tilt back toward Canada in the years ahead, and how AI and data centre demand are reshaping the way investors value pipeline infrastructure and Enbridge stock.Finally, Greg lays out what he sees as Canada's real opportunity: if producers get the regulatory certainty they need, he believes Western Canada could add two million more barrels a day. He also weighs in on whether Enbridge would ever consider building a greenfield pipeline again.A special thank you to our partners at ATB Financial. For more information on ATB Cormark Capital Markets visit https://ATB.com/inthemoney Timestamps00:00 Trailer02:15 Intro  03:00 Greg Ebel on Canadian competitiveness 06:30 Pipeline politics & the private sector & production 09:45 Increasing production and new pipelines10:55 Does Canada even need a pipeline? 13:25 There will be opportunities to participate in pipelines down the road15:20 Everybody in the oil and gas business in Canada will do better16:30 Could private sector do it cheaper?18:10 The question about a pipeline east20:10 How far have these announcements gone towards national unity?21:25 Enbridge favours investing in the U.S. over Canada, could that tilt? 27:05 The Canada-U.S. relationship 32:15 Geopolitics, the war in Iran and what that means for Enbridge36:20 Are new pipelines a competitive threat for Enbrdige?39:00 Wheeling & dealing41:45 Is the multiple too low on Enbridge?44:45 The value proposition of Enbridge in a portfolio46:45 Are we at a genuine turning point for the Canadian energy sector? 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.A special thank you to our partners at ATB Financial. For more information on ATB Cormark Capital Markets visit https://ATB.com/inthemoney The mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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. Hamilton ETFs Disclaimer This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs © 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit
• 
  Follow the Money: How to Profit From the Government Spending Boom 07.07.2026 1ч 4мин

  Global government spending is reshaping the investing landscape—but are you following where the money is actually going? While everyone is focused on AI, Bryden Teich, Chief Investment Officer at Avenue Investment Management, argues the biggest market story is the massive fiscal spending boom unfolding across Canada, the U.S., and around the world. He explains why industrials, financials, energy infrastructure, and other resilient businesses stand to benefit, why he's still bullish on Canada despite recent economic challenges, why he's underweight big tech, why he trimmed gold after its surge, and how he builds a portfolio designed to perform through changing market cycles.In the mailbag, Bryden answers viewer questions on Canadian banks, including why National Bank (NA) and Royal Bank (RY) remain his favourites, whether it's time to buy beaten-down software names like Thomson Reuters (TRI), Accenture (ACN), and Intuit (INTU) after the AI selloff, opportunities in healthcare through Boston Scientific (BSX), GE HealthCare (GEHC), and Medpace (MEDP), plus his outlook on Canadian Natural Resources (CNQ), South Bow (SOBO), Enbridge (ENB), WSP Global (WSP), and Stantec (STN), and what investors should watch before jumping into energy infrastructure projects.In Pro Picks, Bryden shares three high-conviction ideas built around resilient, cash-generating businesses: AutoZone (AZO), Medpace (MEDP), and Bath & Body Works (BBWI). He explains why these companies can thrive even if economic growth slows, how strong capital allocation creates shareholder value, and why consistency—not chasing the hottest trend—is the key to compounding wealth over time.Timestamps00:00 Trailer  02:00 Intro 02:40 Better days ahead for the Great White North  04:40 What does a Canada strong portfolio look like ? 06:40 The Canadian banks11:40 Fiscal spending is the story of the year16:40 The rate picture & gold20:40 Why he’s underweight tech & AI23:55: Hamilton Enhanced Mixed Asset Allocation ETF- MIX26:00: ITM Mailbag: Thomson Reuters stock (TRI)31:00 Boston Scientific, GE Healthcare & Medpace (BSX, GEHC, MEDP)35:30 Canadian Natural Resources stock (CNQ)37:50 Southbow stock (SOBO)41:05: Enbridge stock (ENB)46:40 WSP Global stock (WSP)49:25 National Bank stock (NA)53:05 Bryden’s Pro Picks (AZO, TIH, ATD)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 informationThe mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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. Hamilton ETFs Disclaimer This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs © 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licensors (“S&P DJI”) make any representation or warranty, express or implied, as to the ability of any index to accurately represent the asset class or market sector that it purports to represent and S&P...
• 
  The Biggest Canadian Mining IPO Since 2010: Ross Beaty's Secret Copper Play 02.07.2026 39мин

  The biggest Canadian mining IPO since 2010 is betting on a country few investors associate with mining: Poland.On this episode of In the Money with Amber Kanwar, Amber sits down with Jordan Pandoff, CEO of Lumina Metals, to discuss the IPO which raised over $400 million, and the investment case behind one of the world's largest undeveloped copper and silver projects. Backed by mining legend Ross Beaty, Lumina spent more than a decade advancing the project before taking the company public.Jordan explains why Poland is emerging as a critical minerals powerhouse. The country already produces more than 500,000 tonnes of copper and 40 million ounces of silver annually, has more copper in the ground than any other NATO country, and more silver in the ground than any country in the world. If Poland's punitive mining tax regime is reformed, it could move from just outside the world's top 10 copper-producing nations into the global top five.The conversation also explores why governments, institutional investors, and the military are suddenly laser-focused on critical minerals. From supply chain security and NATO to Europe's growing dependence on imported copper, Jordan explains how geopolitics has transformed mining into a strategic industry—and why government officials and global investors are paying closer attention than ever before.Finally, Jordan discusses Lumina's path to production, the key catalysts investors should watch over the next several years, how the company plans to finance one of the world's largest mining projects, and whether Ross Beaty's ultimate strategy is to build the mine—or follow his proven playbook of de-risking the asset before selling it.Timestamps00:00 Trailer02:20: Intro 03:40 The biggest mining IPO in Canada since 201005:00 From Glencore to Lumina06:20 Working with legendary miner Ross Beaty 08:20 The size and scale of Lumina’s mine in Poland11:20 Hamilton Enhanced Mixed Asset Allocation ETF- MIX13:30 The trouble with Poland’s tax regime 17:10 Lumina IPO & stock price 19:45 Capital markets support in the U.S. and Canada23:00 Why are investors waking up to the mining sector?24:20 How do the ongoing issues in Ukraine impact Lumina?25:30 When will first production start?27:20 How will Lumina raise funds to build the project?29:00 Beaty’s permit, de-risk, sell playbook30:05 Thank you to our partners at ATB Financial 30:30 How often do copper and silver go together 31:30 Are copper prices in a bubble?33:20 The excitement for base metals 35:00 Glencore war stories 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 informationThe mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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. Hamilton ETFs Disclaimer This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs © 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones...
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  How to Buy Underperforming Stocks Without Getting Burned 30.06.2026 58мин

  Value traps can destroy your portfolio—but the right turnaround stock can be a game changer. How do you tell the difference?On this episode of In the Money with Amber Kanwar, Paul Harris, Portfolio Manager at Harris Douglas Asset Management, explains his framework for buying underperforming stocks without getting burned. He also shares why he wants nothing to do with SpaceX at current valuations, arguing the company is priced far ahead of its fundamentals despite the excitement around the space race. The conversation also dives into Elon Musk's biggest strengths—and what Paul believes are his biggest blind spots as an operator and capital allocator.In the Mailbag, Paul tackles some of the market's biggest turnaround stories. He explains why he'd rather own MDA (MDA.TO) than SpaceX to play the booming satellite industry, whether BCE (BCE.TO) or TELUS (T.TO) offer compelling value after years of underperformance, and why BlackBerry (BB.TO) still looks too speculative despite its massive rally. He also breaks down whether CAE (CAE.TO) can benefit from the global defense spending boom, why he's warming up to FedEx (FDX) after its restructuring, why Campbell's (CPB) is a classic value trap, and what it will actually take for Nike (NKE) to become a successful turnaround story. Along the way, he shares the key traits he looks for before buying any beaten-down stock.In Past Picks and Pro Picks, Paul revisits the stocks from his last appearance—including Alphabet (GOOGL), which has been his biggest winner, along with Stryker (SYK) and Canadian Natural Resources (CNQ)—explaining why he continues to own them and where he's taken profits. He then unveils three new high-conviction ideas he believes are today's most compelling underperformers: Meta (META), which he sees as one of the cheapest AI winners; Microsoft (MSFT), where he believes fears about AI disruption have gone too far; and EssilorLuxottica (EL.PA), an overlooked global compounder with durable competitive advantages that the market is mispricing.Timestamps00:00 Intro 02:20 Intro 03:20 Expect a lot more market & stock volatility 05:20 Searching for opportunities 09:10 Paul wouldn’t touch SpaceX with a 10-foot pole, or any Elon Musk related stocks 12:35 Hamilton Enhanced Mixed Asset Allocation ETF- MIX14:35 ITM Mailbag: MDA Space (MDA) 18:20 BCE stock (BCE) 23:20 Blackberry stock (BBY)26:10 CAE stock (CAE) 29:10 FedEx stock (FDX) 32:20 Campbell’s (CPB)34:30 Nike (NKE)38:20 Paul’s Past & Pro Picks ( GOOGL, SYK, CNQ, META, MSFT, EL)  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 informationThe mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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. Hamilton ETFs Disclaimer This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for use by Hamilton ETFs © 2025 S&P Dow Jones Indices LLC, its affiliates and/or their licensors. All rights reserved. Redistribution or reproduction in whole or in part are prohibited without written permission of S&P Dow Jones Indices LLC. For more information on any of S&P Dow Jones Indices LLC’s indices please visit www.spdji.com. S&P® is a registered trademark of Standard & Poor’s Financial Services LLC (“SPFS”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Neither S&P Dow Jones Indices LLC, SPFS, Dow Jones, their affiliates nor their licenso...
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  Commodities are Faltering, Is It Time to Get Out? 25.06.2026 58мин

  A year ago, Bob Thompson called commodities the trade of the decade. Since then, silver miners, energy stocks and commodity-focused funds have delivered massive gains. But with gold down sharply from its highs, oil rolling over and investors questioning whether the trade has become too crowded, is it time to take profits—or is this just a correction within a much bigger bull market?In this episode, Bob Thompson of Thompson Investment Partners explains why he still believes we're in the early innings of a long-term commodities supercycle despite the recent weakness. He walks through his famous "Mining Clock" framework, outlines where he believes we are in the commodity cycle, and explains why gold, silver, copper and oil all remain strong two years from now. He also shares why the real risk may be hiding in technology stocks, where he sees echoes of previous market bubbles and growing signs that the capex cycle is nearing a dangerous stage.In the Mailbag, Bob breaks down why he believes the recent collapse in oil prices is a short-term positioning event rather than the end of the energy bull market. He discusses physical gold and silver ETFs, explains how he identifies capitulation bottoms, and shares his outlook on several investor favourites including Lundin Gold (LUG) and Altius Minerals (ALS). He also discusses why management quality matters more than ever in the resource sector and where he sees the best opportunities emerging as sentiment deteriorates.Bob revisits last year's winning ideas, including the Sprott Silver Miners & Physical Silver ETF (SLVR), the Dynamic Active Mining Opportunities ETF (DXMO), and the Ninepoint Energy Fund—all of which have delivered strong returns since his last appearance. He then unveils three new high-conviction ideas: the Fidelity Global Value Long Short ETF (FGLS), which he views as portfolio insurance against a potential tech unwind; Nutrien (NTR), a beaten-down agriculture leader he believes is positioned for the next commodity cycle; and the iShares MSCI Brazil ETF (EWZ), which offers exposure to one of the cheapest major commodity-producing markets in the world.Timestamps00:00 Trailer 02:10 Intro03:39 Bob Thompson returns to the podcast04:18 Did commodities move too fast?05:22 Why investors are still underallocated07:51 Gold’s pullback and what it means09:20 Why gold is falling now11:37 How to think about portfolio allocation13:24 What could signal a bottom in gold and silver16:33 What is the mining clock?18:43 Mining cycle stages: 4 o’clock to 6 o’clock21:03 Mining cycle stages: 7 o’clock to 8 o’clock22:57 Mining cycle stages: 11 o’clock to 12 o’clock24:33 The mining clock as a credit clock26:23 Time arbitrage and the two-year investing test28:11 Rapid fire: bullish or bearish in two years?28:50 Hamilton Enhanced Mixed Asset Allocation ETF-MIX 30:53 ITM Mailbag: Oil prices, geopolitical premium, and the supply story37:26 Entry points for physical gold and silver39:11 Lundin Gold: why Bob likes it (LUG)43:06 Altius Minerals: royalty business strength (ALS)49:33 Bob’s Pro Picks: FGLS, NTR, EWZSponsorsFor 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 informationThe mailbag is sponsored by Hamilton ETFs. For more information on the Hamilton Enhanced Mixed Asset Allocation ETF visit:  https://hamiltonetfs.com/etf/mix/ Linkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[email protected] The content 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. Hamilton ETFs Disclaimer This podcast is sponsored by Hamilton ETFs.  The information contained herein should not be construed as investment advice or considered as a recommendation to purchase or sell the mentioned securities.The index performance returns are for informational purposes only and are not indicative of the future returns of the ETF. The returns do not reflect any management fees, transaction costs or expenses. Investors cannot invest directly in an index.Certain statements contained in this podcast may constitute forward-looking information within the meaning of Canadian securities laws. Forward-looking information may relate to a future outlook and anticipated distributions, events or results and may include statements regarding future financial performance. In some cases, forward-looking information can be identified by terms such as “may”, “will”, “should”, “expect”, “anticipate”, “believe”, “intend” or other similar expressions concerning matters that are not historical facts. Actual results may vary from such forward-looking information. Hamilton ETFs undertakes no obligation to update publicly or otherwise revise any forward-looking statement, whether as a result of new information, future events or other such factors which affect this information, except as required by law.Commissions, management fees and expenses all may be associated with investments in exchange traded funds (ETFs) managed by Hamilton ETFs. Please read the prospectus before investing. ETFs are not guaranteed, their values change frequently, and past performance may not be repeated.Source: S&P Global, Solactive AG, Hamilton ETFs. Data from November 18, 2004, to April 30, 2026.The Solactive Hamilton Mixed Asset Index (SOLHAMMA) vs. the S&P 500 Total Return Index with annual compounded total returns and the potential impact of 1.25x leveraged exposure to SOLHAMMA. This is discussed for informational purposes only and intended to demonstrate the historical impact of the indexes compound growth rate. It is not a projection of future index performance, nor does it reflect potential returns on investments in the ETF. Investors cannot directly invest in the index. All performance data assumes reinvestment of distributions and excludes management fees, transaction costs, and other expenses which would have impacted an investor’s returns. SOLHAMMA data prior to March 14, 2025, is hypothetical back-tested data using actual historical market data. Actual performance may have been different had the index been live during that period.The S&P 500 Index (“Index”) and associated data are a product of S&P Dow Jones Indices LLC, its affiliates and/or their licensors and has been licensed for us...