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In the Money with Amber Kanwar

Amber Kanwar
In the Money with Amber Kanwar
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  • In the Money with Amber Kanwar

    “It's Time to Be More Cautious Than Optimistic”: Top Stock Picker's Warning

    2026-11-03 | 53 mins.
    The AI trade is getting tired, inflation isn't going away, and some of the market's biggest winners may no longer be the best places to invest. Is it time to get defensive? On this episode of In the Money with Amber Kanwar, top-performing stock picker Lyle Stein, President of  Forvest Canada returns with a warning for investors: "This is a time to be more cautious than optimistic."
    After delivering some of the show's strongest stock picks last year, Stein is taking a more selective approach. He's trimmed his exposure to precious metals, sold Google (GOOGL), and remains deeply skeptical of Canadian banks and big oil producers. He argues that investors should stop chasing stocks at record highs and start looking for quality companies that have fallen out of favour. With the AI trade losing momentum and money rotating into other parts of the market, where will the next opportunities emerge?

    Stein explains why he's favouring bonds and dividend income, why he still sees a role for gold despite its recent plunge, and why pipelines offer a more attractive way to play Canadian energy than the major oil producers. He also makes the case for owning AI-related stocks that generate strong cash flow rather than companies spending heavily to build out the technology.
    In the Mailbag, Stein explains why he's buying the dip in pipeline giant Enbridge (ENB), arguing that its attractive dividend yield and stable cash flows make it a compelling way to invest in Canadian energy without taking on the same risks as oil producers. He also reveals why he recently bought Thomson Reuters (TRI) following the software sector selloff, whether Cameco (CCO) is a buying opportunity after its sharp decline, and why he's steering clear of Canadian oil heavyweights Suncor (SU), Canadian Natural Resources (CNQ) and Cenovus (CVE). Plus, is the selloff in Alamos Gold (AGI) an opportunity or a warning sign for gold investors?
    In Pro Picks, Stein revisits last year's successful recommendations, including First Majestic Silver (AG), Sprott and Peyto Exploration (PEY), and explains what he's sold and what he continues to own. He then reveals his latest high-conviction ideas: gold producer Agnico Eagle (AEM), semiconductor company Micron Technology (MU), and target-maturity U.S. Treasury inflation-protected securities ETFs designed to help investors preserve purchasing power.

    Timestamps
    00:00 Trailer
    1:55 Welcome, merch store and episode preview
    3:52 Lyle Stein returns: cautious after a messy October
    5:12 Consumer staples and healthcare: is the trade over?
    6:08 Where does money from the AI trade go next?
    7:37 Income: stocks vs. bonds and the 8% return target
    9:34 Gold: why Lyle trimmed from 25% of portfolios
    12:33 Canadian banks: why he doesn't own them
    14:32 Is the Canadian market cheap? Canada vs. the US
    15:40 ITM Mailbag: Enbridge and the pipelines (ENB
    19:11 Interest rates, inflation and the Bank of Canada hike
    21:36 Thomson Reuters after the "SaaSpocalypse" (TRI)
    25:48 Cameco and uranium (CCO)
    28:16 Suncor, CNQ and Cenovus (SU, CNQ, CVE)
    31:28 Alamos Gold and how to play gold (AGI)
    34:12 Pro picks: check-in on last year's silver trades (AG, SII)
    36:34 Why gas names like Peyto outperformed (PEY)
    38:02 Vermilion Energy (VET)
    40:24 Pro pick: Agnico Eagle (AEM)
    42:10 Pro pick: Micron (MU)
    47:08 Pro pick: target-date TIPS ETFs
    51:42 Closing Bell: soccer with the over-50s

    Sponsors
    Thanks to our partners at Guardian Capital LP. Following Conviction, Not the Crowd.
    Contact your advisor today and ask about Guardian Capital’s Funds and ETFs and visit their website for more information at https://guardiancapital.com

    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/83ftma8x

    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! E-mail
    info@haliburtonposthouse.ca for more information. 

    Links
    https://inthemoneypod.com/ 
    https://instagram.com/inthemoneypod
    https://facebook.com/profile.php?id=61569721774740 
    https://twitter.com/inthemoneypod 
    https://tiktok.com/@inthemoneypod
    questions@inthemoneypod.com
    DISCLAIMERS 
    The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
    In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.

    Contact: questions@inthemoneypod.com

    #IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
  • In the Money with Amber Kanwar

    AI Stocks Are Down 50%. Is This the Buying Opportunity?

    2026-10-29 | 44 mins.
    Tech stocks have been crushed, but Ivana Delevska believes the worst of the AI sell-off may be behind us. With some AI stocks down 30%, 40% or even 50% from their highs, is this the buying opportunity investors have been waiting for? And could the highly anticipated Anthropic IPO reignite the AI trade?
    On this episode of In the Money with Amber Kanwar, Ivana Delevska, Founder and Chief Investment Officer of Spear Invest, explains why rising interest rates and forced selling have hammered AI stocks, even as the underlying fundamentals remain strong. She believes most of the damage has already been done and argues that the next phase of the AI boom could deliver significant upside for investors who know where to look. She also weighs in on Anthropic's potential IPO, revealing what valuation would make the AI company attractive and why she's optimistic about its long-term prospects.
    But the next winners may not be the same stocks that led the last rally. Delevska explains why she doesn't own Nvidia (NVDA), despite remaining bullish on its outlook, and why she sees greater opportunities in CPUs, optical networking and semiconductor equipment. She makes the case that the rise of AI agents is creating a new wave of demand for computing power, while networking's share of data centre spending could double from 10% to 20%. She also explains why 2027 and 2028 could be particularly strong years for parts of the semiconductor industry.
    In the mailbag, Delevska weighs in on whether the sell-off in Meta (META) is overdone, why Microsoft (MSFT) has held up better than Alphabet (GOOGL), and whether CoreWeave (CRWV) is a bargain or a value trap as investors question its debt load and competitive position. She also revisits Marvell Technology (MRVL) and explains why she prefers KLA (KLAC) and Lam Research (LRCX) over ASML (ASML).
    In Pro Picks, Delevska reveals three stocks she believes are positioned to benefit from the next leg of the AI trade: Astera Labs (ALAB), Lumentum (LITE) and Arm Holdings (ARM). She also revisits her previous picks, Coherent (COHR), KLA (KLAC) and Arista Networks (ANET), explaining why she continues to hold all three and which one she likes best today.

    Timestamps
    0:00 Trailer
    2:06 Intro: tech has been brutal
    3:14 Welcome back, Ivana Delevska
    3:21 What caused the AI trade sell-off
    5:05 Do higher rates slow big AI spenders?
    6:29 Financing stress vs. strong fundamentals
    7:43 Would you buy the Anthropic IPO?
    9:03 Why money is rotating from chips into software
    10:37 Is Salesforce a buy?
    11:40 Where to be positioned: CPUs, optics, semicap
    14:17 Why the Spear Alpha ETF has lagged
    16:40 Is AI a bubble?
    18:18 Why Ivana doesn't own NVIDIA
    19:42 NVIDIA's customer financing and CDS
    21:16 Mailbag: Google vs. Microsoft (GOOG, MSFT)
    25:33 Mailbag: Is there hope for CoreWeave? (CRWV)
    28:41 Mailbag: Why Meta fell after earnings (META)
    33:42 Mailbag: Marvell (MRVL)
    36:41 Mailbag: ASML, KLA and Lam Research
    37:58 Past Pro picks: Arista, Coherent, KLA check-in (COHR, KLAC, ANET)
    40:07 New Pro Picks: Astera Labs, Lumentum, Arm (ALAB, LITE, ARM)
    42:47 Closing Bell: what do you do for fun?

    Sponsors
    Thanks to our partners at Guardian Capital LP. Following Conviction, Not the Crowd.
    Contact your advisor today and ask about Guardian Capital’s Funds and ETFs and visit their website for more information at https://guardiancapital.com

    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/83ftma8x

    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! E-mail
    info@haliburtonposthouse.ca for more information. 

    Links
    https://inthemoneypod.com/ 
    https://instagram.com/inthemoneypod
    https://facebook.com/profile.php?id=61569721774740 
    https://twitter.com/inthemoneypod 
    https://tiktok.com/@inthemoneypod
    questions@inthemoneypod.com
    DISCLAIMERS 
    The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
    In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.

    Contact: questions@inthemoneypod.com

    #IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
  • In the Money with Amber Kanwar

    The Great Investment Showdown: Canada vs. The World

    2026-10-27 | 40 mins.
    Canada vs. The World: Where should investors put their money now? Canadian stocks have outperformed the U.S. over the past year, but after a powerful rally in banks, energy and materials, is there still room to run? Or are the better opportunities now overseas? With valuations climbing, bond yields rising and investors questioning the dominance of U.S. equities, the global investment landscape is shifting.
    In this special episode of In the Money with Amber Kanwar, recorded in Vancouver, we're staging the great investment showdown with Kevin McSweeney and Matthew Strauss, Co-Heads of Equities at CI Global Asset Management. Kevin makes the case for Canada as a potential turnaround story, while Matthew takes us around the world to uncover opportunities in Europe, Asia and emerging markets. They discuss whether Canada's renewed focus on energy, infrastructure and attracting foreign investment could mark a turning point for the economy—and whether global investors are actually putting money behind the Canadian comeback.
    But after a remarkable rally, are Canadian stocks getting too expensive? Kevin explains why he's taking profits in Canadian banks, where he's still finding value in energy and why rising interest rates could actually work in Canada's favour. Matthew makes the case for international diversification, highlighting opportunities in European banks, emerging markets and countries undergoing their own economic transformations. 
    And what about the biggest investment theme of all—artificial intelligence? With the Magnificent Seven dominating U.S. markets, both managers explore how to invest in the AI revolution beyond Silicon Valley. From Canadian power producers and engineering firms to semiconductor manufacturers in Taiwan and South Korea, they reveal where the next wave of AI investment could create opportunities. 
    Finally, with U.S. bond yields and the dollar moving higher, could Canada emerge as a relative safe haven for investors? Or will international markets offer better returns in the years ahead?
    Timestamps
    0:00 Trailer: Canada vs. the world
    1:51 Welcome from Vancouver
    3:57 Meet Kevin McSweeney and Matthew Strauss
    4:56 Why Canadian equities outperformed
    7:09 International markets: commodities, EM and the AI supply chain
    8:58 Financials and energy: are they too expensive?
    11:11 Energy at home and abroad: Argentina shale and pipelines
    13:43 Trimming Canadian winners and redeploying into laggards
    14:35 European banks: Société Générale and UniCredit
    20:00 Canada as a turnaround story
    23:23 Playing AI in Canada: Celestica, power and engineering firms
    27:20 Playing AI internationally: ASML, Korea, Taiwan and Japan
    29:16 China's AI race and Alibaba
    31:28 Is foreign money really flowing into Canada?
    34:28 Emerging markets and rising US yields
    35:55 Could Canada be a haven in a US bond tantrum?
    37:53 Where to find income
    38:19 Closing Bell: what do you do for fun?

    Sponsors
    This episode is sponsored by CI Global Asset Management. For more information visit: https://www.cifinancial.com/ci-gam/ca/en/index.html

    Thanks to our partners at Guardian Capital LP. Following Conviction, Not the Crowd. Contact your advisor today and ask about Guardian Capital’s Funds and ETFs and visit their website for more information at https://guardiancapital.com

    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/83ftma8x

    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! E-mail
    info@haliburtonposthouse.ca for more information. 

    Links
    https://inthemoneypod.com/ 
    https://instagram.com/inthemoneypod
    https://facebook.com/profile.php?id=61569721774740 
    https://twitter.com/inthemoneypod 
    https://tiktok.com/@inthemoneypod
    questions@inthemoneypod.com
    DISCLAIMERS 
    The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

    IMPORTANT DISCLAIMERS:
     
    This segment of In the Money with Amber Kanwar with Kevin McSweeney & Matthew Strauss  has been paid in part by CI Global Asset Management.
     
    This podcast is provided as a general source of information. The opinion and information provided in this discussion are solely those of the speaker(s) and are not to be used or construed as personal, legal, accounting, taxation or investment advice, or as an endorsement or recommendation of any entity or security discussed or provided by CI Global Asset Management.  Individuals should seek the advice of professionals, as appropriate, regarding any particular investment.
     
    Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund and exchange-traded fund (ETF) investments. Please read the prospectus before investing. The indicated rates of return are the historical annual compound total returns net of fees and expenses payable by the fund (except for figures of one year or less, which are simple total returns) including changes in security value and reinvestment of all distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any securityholder that would have reduced returns. Mutual funds and ETFs are not guaranteed, their values change frequently, and past performance may not be repeated. You will usually pay brokerage fees to your dealer if you purchase or sell units of an ETF on recognized Canadian exchanges. If the units are purchased or sold on these Canadian exchanges, investors may pay more than the current net asset value when buying units of the ETF ...
  • In the Money with Amber Kanwar

    Software Stocks Crashed. This CEO Says the Business Has Never Been Stronger

    2026-10-22 | 1h 1 mins.
    Is Wall Street getting the AI threat to software stocks all wrong? When fears of a "SaaSpocalypse" sent software stocks plunging, Canadian tech company Kinaxis (KXS.TO) lost roughly 30% of its value. But according to its new CEO, Razat Gaurav, the business was actually getting stronger. With revenue doubling since 2023 and growing demand from global customers including General Motors, Unilever and Merck, Gaurav believes Kinaxis has the potential to double or even triple in size. He joins Amber Kanwar to explain why AI won't replace the company's supply chain software, how it's using AI to accelerate growth, and why investors may be misunderstanding the future of enterprise software.
    Gaurav also discusses the economics of AI, including rising token usage, whether AI companies are subsidizing their products, and the potential for over investment to create another tech bubble. He explains why Kinaxis is increasing R&D spending while maintaining a debt-free balance sheet, how a partnership with Nvidia is making its technology dramatically faster, and what tariffs, geopolitical tensions and global supply chain disruptions mean for customer demand.
    Plus, could Kinaxis be headed for a U.S. stock exchange—or become Canada's next big tech takeover? Gaurav addresses plans for a potential U.S. dual listing, acquisition opportunities, takeover speculation and why he believes the company's biggest growth opportunities are still ahead.

    Timestamps
    00:00 Trailer 
    02:07 Intro
    04:05 What Kinaxis Does for Global Companies
    07:11 How AI and Changing Consumer Habits Reshape Supply Chains
    09:26 A New CEO Meets the “SaaSpocalypse”
    11:33 Why Kinaxis’ Business Fundamentals Stayed Strong
    14:13 Can You Vibe-Code a Supply Chain Platform?
    18:33 What LLMs Can—and Can’t—Do for Enterprise Software
    20:30 The Enterprise Tech Stack: Systems of Record, Semantics, and Context
    23:10 Why One Merck Change Can Trigger 18,000 Recalculations
    26:59 AI, Pricing, and Kinaxis’ Profit Margins
    29:31 Why Kinaxis Pricing Isn’t Based on Seats
    31:37 Token Maxing: AI Costs, Model Choices, and Productivity
    37:36 Why Kinaxis Isn’t Borrowing to Chase Growth
    41:57 AI Investment Booms, Bubbles, and Lessons from Tech History
    44:22 Stock Market Fears vs. Business Reality
    47:48 Kinaxis’ Canadian Roots and Global Business
    50:40 Kinaxis’ Plans for a U.S. Dual Listing
    51:35 NVIDIA Partnership: Faster Supply Chain Optimization
    52:48 Why Kinaxis Is Focused on Organic Growth
    59:59 Closing Bell: Hiking, Sailing, Travel, and Wine

    Sponsors
    Thanks to our partners at Guardian Capital LP. Following Conviction, Not the Crowd. Contact your advisor today and ask about Guardian Capital’s Funds and ETFs and visit their website for more information at https://guardiancapital.com

    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.

    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/83ftma8x

    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.

    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! E-mail
    info@haliburtonposthouse.ca for more information. 

    Links
    https://inthemoneypod.com/ 
    https://instagram.com/inthemoneypod
    https://facebook.com/profile.php?id=61569721774740 
    https://twitter.com/inthemoneypod 
    https://tiktok.com/@inthemoneypod
    questions@inthemoneypod.com
    DISCLAIMERS 
    The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
    In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.

    Contact: questions@inthemoneypod.com

    #IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
  • In the Money with Amber Kanwar

    Forget the S&P 500. Inflation Could Make Canada the Better Bet

    2026-10-20 | 56 mins.
    Inflation is reshaping global markets, and Canada may be uniquely positioned to benefit. Veteran value investor Kim Shannon, Founder and Co-Chief Investment Officer of Sionna Investment Managers, believes we're only five years into an inflationary cycle that could last another 15 years or longer. History suggests Canadian stocks have a significant advantage in this environment. When inflation rises above 4%, Canada has historically outperformed the U.S. by an average of 8%. After correctly predicting the TSX would outperform the S&P 500 last year, Shannon explains why she believes the golden era for value investing is far from over, why rising bond yields could put pressure on expensive growth stocks, and where she's finding opportunities in Canadian equities despite the market's impressive rally.
    In the Mailbag, Shannon weighs in on whether Cenovus Energy (CVE.TO) still has room to run after doubling in value, whether Canadian energy stocks can continue their rally, and if Canadian banks like Bank of Nova Scotia (BNS.TO) and TD Bank (TD.TO) have become too expensive. She also discusses why Fairfax Financial (FFH.TO) could offer significant upside, whether Berkshire Hathaway (BRK.B) remains attractive, the AI disruption fears weighing on engineering firms WSP Global (WSP.TO) and Stantec (STN.TO), and whether rising bond yields are creating opportunities in pipelines and telecom stocks.
    In Pro Picks, Shannon reveals three Canadian stocks she believes offer significant upside in an inflationary world. She's sticking with Barrick Mining (ABX.TO), a pick from last year that's already gained 47%, but which she believes remains deeply undervalued thanks to one of the world's most promising gold discoveries. She's also finding opportunity in the wreckage of the AI-driven software selloff, making the case for CGI (GIB.A.TO), and sees a potential turnaround in beaten-down utility Algonquin Power & Utilities (AQN.TO), which she believes could climb from roughly $7 to $12 a share. Plus, we revisit her stellar picks from last year, including Bank of Nova Scotia (BNS.TO), up 52%, and Cenovus Energy (CVE.TO), which has doubled, to see what's behind those gains and whether there's still upside ahead.
    Timestamps
    0:00 Trailer 
    2:15 Intro
    2:55 Is it still a golden era for value investors? 
    6:27 How inflation affects value stocks and Canadian equities
    8:22 Is Canada still cheap after its recent gains?
    9:36 Bond yields, stagflation, and market risk
    12:48 Value investing, dividends, and income
    15:51 ITM Mailbag: Is Cenovus still a buy? (CVE)
    19:36 Cenovus, oil supply, and Canada’s energy outlook
    22:05 Canadian bank valuations and portfolio positioning (TD, BNS)
    26:13 Life insurers and Fairfax (FFH)
    29:10 Berkshire Hathaway and Kim’s Warren Buffett story (BRK.B)
    33:37 Engineering stocks, AI, and value traps (WSP, STN)
    37:11 Pipelines: opportunity or caution?
    38:53 Past & Pro Picks: (ABX, GIB.A, AQN)
    53:57 The Closing Bell: Kim’s favourite ways to unwind
    55:51 Episode wrap-up and what’s next

    Sponsors
    Thanks to our partners at Guardian Capital LP. Following Conviction, Not the Crowd.
    Contact your advisor today and ask about Guardian Capital’s Funds and ETFs and visit their website for more information at https://guardiancapital.com

    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/83ftma8x

    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! E-mail
    info@haliburtonposthouse.ca for more information. 

    Links
    https://inthemoneypod.com/ 
    https://instagram.com/inthemoneypod
    https://facebook.com/profile.php?id=61569721774740 
    https://twitter.com/inthemoneypod 
    https://tiktok.com/@inthemoneypod
    questions@inthemoneypod.com
    DISCLAIMERS 
    The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.
    In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.

    Contact: questions@inthemoneypod.com

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