In the Money with Amber Kanwar

• Downtown Josh Brown: Stay Invested and Shut the F**k Up

  Wall Street meets real talk in this week’s In the Money with Amber Kanwar, featuring none other than Downtown Josh Brown — the CEO of Ritholtz Wealth Management, CNBC regular, and host of the hit podcast The Compound and Friends. From surviving the chaos of the 2008 financial crisis to building a wealth management firm with billions under management, Josh shares how storytelling, not spreadsheets, shaped his investing journey.Amber and Josh dig into today’s market vibes — from AI-fueled rallies to why valuations “don’t have to rhyme with 2000.” Josh tells us how he thinks about managing risk, and what he really thinks about gold, tariffs, and America’s new brand of “mercantilism.” Importantly he tells our listeners to stay invested, diversify and offers his most important rule: shut the f**k up! In Pro Picks, Josh opens up his own portfolio and explains why his biggest bet is on Uber (UBER) — the “cheapest large-cap tech stock,” and his play on the future of autonomous delivery and driverless mobility. He’s also adding to Amazon (AMZN), confident that its partnership with Anthropic and growing cloud presence will make it a bigger AI winner than investors realize. Then there’s Rocket Companies (RKT), which he calls a top way to play a housing rebound and the refi boom he expects once rates fall. And finally, Toast (TOST) — his pick for the restaurant tech revolution, building a sticky ecosystem from payments to payroll that could make it the “Amazon of hospitality.”Timestamps00:00 Show intro02:00 Downtown Josh Brown tells us how he he fell in love with the stock market05:30 Why Josh started the blog The Reformed Broker, and how it changed his life 08:30 It’s hard to remind yourself that history doesn’t repeat10:30 Is Josh worried right now?13:00 Where does the market go from here? The mean reversion you’re waiting for isn’t going to happen17:00 Stay invested, respect trend and shut the f**k up20:40 Why Josh & Ritholtz make tailored, bespoke portfolios for clients23:40 What is the gold rally telling Josh?33:15 Cross-Border investing with Raymond James35:35 What does Josh think about Canada? He loves it37:55 Why Josh thinks the most dangerous place to be is a shareholder in the biggest company in Canada40:05 Risk is to the upside when it comes to tariffs42:10 Josh says Trump is not a capitalist, he’s a mercantilist45:15 Josh’s Pro Picks (UBER, AMZN, RKT, TOST) SponsorsFor over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial.  Visit https://ATB.com/inthemoney for more informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[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.Raymond James Ltd. is regulated by the Canadian Investment Regulatory Organization ("CIRO") and is a Member of the Canadian Investor Protection Fund.In the Money delivers expert stock picks, 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.#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

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• The Dividend Portfolio Every Investor Needs Right Now

  In a market obsessed with AI and momentum trades, dividend investors are quietly cashing in. In this episode of In the Money with Amber Kanwar, Laura Lau, Chief Investment Officer at Brompton Funds, shares how she’s finding dividend income in a market chasing growth. With stocks at record highs, Lau explains how to balance yield, total return, and capital appreciation — and why dividend investing still has plenty of life left, from Canadian banks to European value plays.In the mailbag, Lau weighs in on Apple (AAPL) and its lagging AI story, the appeal of Enbridge (ENB) as a steady yield play, and why Imperial Oil (IMO) continues to outperform even in a range-bound oil market. She explains why she considers ExxonMobil (XOM) a long-term hold despite flat performance and also discusses Parex Resources (PXT) and the sustainability of its 8.5% yield. She doesn’t shy away from the tough calls — including her cautious take on BCE (BCE) after its dividend cut, and tells us why Quebecor (QBR.B) is her favourite name in the Canadian telco space. Plus, she highlights opportunities in Dollarama (DOL), the surprising growth name that keeps compounding returns, and breaks down how investors should think about preferred shares and split corps when building income-focused portfolios. For her Pro Picks, Lau goes global with three dividend-growth names she believes can outperform. Citigroup (C) is her U.S. financial pick, poised to benefit from deregulation, cost cuts, and share buybacks. In tech, she highlights Broadcom (AVGO) as a smart way to play the AI and semiconductor boom — with a lower valuation, higher yield, and steady dividend growth. And across the Atlantic, BAE Systems (BA-LON) stands out as a defense leader set to benefit from rising geopolitical spending and long-term global rearmament. Together, these stocks showcase how dividend investors can capture income, stability, and global growth — even in a market obsessed with the next AI winner.If you want to learn how to build a dividend portfolio for the next decade, this is one episode you don’t want to miss.Timestamps00:00 Show intro02:15 Let’s talk about dividends and Laura’s approach04:30 We’re in the first innings of the AI race05:55 Is it harder to find yield opportunities?07:00 Comparing European banks to Canadian banks 09:15 Cross Border Considerations with Darren Coleman from Portage Wealth of Raymond James12:00 ITM Mailbag: Apple stock (AAPL)13:35 Laura’s favourite oil, gas & pipeline dividend stocks  (ENB, IMO)17:50 Exxon Mobil stock (XOM)19:20 Parex Resources stock (PXT)20:55 Dollarama stock (DOL)22:20 BCE stock (BCE), Quebecor stock (QBR.B)24:45 Laura’s thoughts on preferred shares & split corps29:35 Laura’s thoughts on single stock covered call ETFs32:30 Laura’s Pro Picks (C, AVGO, BA-LON)SponsorsFor over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial.  Visit https://ATB.com/inthemoney for more informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[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.Raymond James Ltd. is regulated by the Canadian Investment Regulatory Organization ("CIRO") and is a Member of the Canadian Investor Protection Fund.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: [email protected]#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews

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• Canadian Stocks at All Time Highs, Where to Invest Next?

  Canadian stocks are hitting record highs, so where should investors look next? On this episode of In the Money with Amber Kanwar, veteran money manager Lyle Stein of Forvest Canada breaks down why he’s leaning into resource stocks and dividend payers as the backbone of a portfolio.From gold miners to pipelines to natural gas plays, Stein explains his “comfort, calamity and children” strategy for portfolio construction as a way to balance income, protection, and long-term growth. He shares why he’s cautious on Canadian banks, where he still sees opportunities in commodities like copper, uranium, and silver, and why dividend-paying stocks remain the vitamins every investor needs.In the mailbag, we tackle viewer questions on some of Canada’s biggest dividend and resource names. Stein shares his thoughts on insurers like Manulife (MFC.TO), pipelines including Pembina (PPL.TO), as well as REITs such as Primaris (PMZ.UN.TO). Lyle highlights large-cap gold leaders like Agnico Eagle (AEM), streamers such as Franco Nevada (FNV) and Wheaton (WPM), and why silver producers like First Majestic (AG) could be the next breakout. He also digs into Cameco (CCO) and its Westinghouse deal as a long-term nuclear power play, while eyeing Teck Resources (TECK) as a copper-driven transition winner.In Pro Picks, Stein reveals his highest-conviction dividend and resource stocks right now: Peyto Exploration (PEY.TO) for natural gas exposure, Sprott Inc. (SII.TO) as a leveraged play on gold, silver, and uranium, and First Majestic Silver (FR.TO) as a way to capture the silver rally.Timestamps00:00 Show intro01:50 What is Lyle’s style of investing? Vitamins for your portfolio04:50 Portfolio construction: Comfort, Calamity, Children 07:15 Markets are at all-time highs. Is this time different?10:35 Canadian stocks are back. Is there still value or opportunity?15:55 What is Lyle doing in the portfolio?20:00 ITM Mailbag: Lyle’s best pick in insurance: Manulife stock (MFC.TO)21:00 Pipelines for yield: Pembina Pipeline (PPL.TO)24:50 Why Lyle doesn’t own any REITs right now, but he’s eyeing Primaris (PMZ.UN)27:00 Teck Resources stock (TCK.B) 29:00 Nat gas stocks (TOU)32:20 Gold & Mining stocks (AEM, WPM, FNV)37:20 Uranium & Cameco stock (CCOl)39:15 Constellation Software (CSU)41:10 Lyle’s Pro Picks (PEY, SII, AG)50:35: ETF Minute: Hamilton ETFs HEB & HCAL SponsorsFor over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial.  Visit https://ATB.com/inthemoney for more informationETF Minute is brought to you by Hamilton ETFs. Find out more about HEB & HCAL at 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 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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• Why Hedge Fund Manager Eric Jackson is Outside Drake's House

  Opendoor has skyrocketed more than 700% since Eric Jackson first tweeted about it this summer and he says the rally may just be getting started. In this episode of In the Money with Amber Kanwar, the Canadian hedge fund manager returns to explain how he went from an Opendoor skeptic in January to leading a retail “Open Army” that helped drive sweeping management changes, brought the founders back to the board, and turned the stock into his next Carvana-style bet. He's convinced a growing group of retail investors to get into the name and takes time everyday to try to get Drake on board. As he tells us, the rapper's head of security has joined the army and he's getting closer to the superstar too. Jackson also reveals how our show played a role in his conviction on Better Home & Finance (BETR). After hearing about it here, he dug deeper, built a position, and unleashed the same retail energy that powered Opendoor, sending the stock soaring.In Past Picks, Amber checks in on Jackson’s January calls: BTQ (BTQ) and Rigetti Computing (RGTI) which have soared, and Peloton (PTON), which has stayed flat. Find out which ones he’s still holding and why.Then, in his Pro Picks segment, Jackson doubles down on Opendoor (OPEN) and Better (BETR), while adding two Bitcoin miners that are morphing into AI infrastructure plays: Cipher Mining (CIFR) and Iris Energy (IREN). He breaks down why both could ride the surging demand for data centre capacity and why retail investors are once again getting there before Wall Street.Whether you’re fascinated by activist investing, looking for the next 100X opportunity, or just curious how a hedge fund manager can rally a global retail movement, this episode shows exactly how Jackson is rewriting the playbook on stock picking.Timestamps00:00 Show intro08:00 Using AI to select new promising stocks like Carvana09:30 Eric’s story on why and how he bought Carvana when most others had left it for dead16:05 Is Opendoor (OPEN) the new Carvana (CVNA)?22:00 The math that gets Eric to $82 per share on Opendoor25:20 Why Eric says Opendoor is not like Gamestop28:00 Eric’s history of activism and his approach to Opendoor34:20 What Eric tells the haters37:25 How did he get the idea to go to Drake’s house everyday & how close is Drake to buying shares?43:40 Eric’s new bold position in Better Home & Finance (BETR) which was an idea from Dan Lewis on our show back in June51:40 What about the risks? Shouldn’t investors just allocate a small part of their portfolios to this style of investing?53:40 The Rising Dynasty: Why this style of investing can help the middle class1:00:45: Eric’s Past Picks: BTQ Technologies (BTQ), Rigetti Computing (RGTI), Peloton (PTON)1:05:35 Eric’s Pro Picks: IREN & CIFR SponsorsFor over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial.  Visit https://ATB.com/inthemoney for more informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[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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• Rick Rule’s Bold Call: Gold, Silver & Uranium Still in Early Innings | In the Money with Amber Kanwar

  Rick Rule is back on In the Money with Amber Kanwar, and this time he’s doubling down on precious metals. In this wide-ranging conversation, the legendary resource investor explains why he believes we’re still in the early innings of a commodities bull market and how investors should think about energy, rare earths, and precious metals right now.In the listener mailbag, Rick answers a round of questions across the resource spectrum. He says he’s a copper bull but believes it needs a break and discusses names like Freeport-McMoRan (FCX) and NGex (NGEX).  He says he’s even more bullish on silver than he is on gold and suggests a number of ways to play it including New Pacific Metals (NUAG), Vizsla Silver (VZLA), AbraSilver (ABRA), Aya Gold & Silver (AYA), Pan American Silver (PAAS) and GoGold (GGD). He also shares his outlook on uranium suggesting that there is still upside in Cameco (CCJ) and gives perspective on rare earth players like Meteoric (MEI) and Aclara Resources (ARA.TO). He also weighs in on mining focused investment firm Dundee (DC.A.TO). From big caps to thinly traded juniors, Rick lays out what’s worth watching and what to avoid.Amber and Rick walk through the performance of his past picks (ARX.TO, TOU.TO, PEY.TO) and of course, Rick reveals his latest Pro Picks. This time he highlights three very different opportunities: Sprott (SII.TO), the go-to brand for precious metals exposure; EMX Royalty (EMX), a fast-growing junior royalty company with a powerful merger story; and ExxonMobil (XOM), his low-risk bet on the future of energy. Together, they showcase how Rick is positioning for what he sees as a long runway ahead for commodities.If you want insight on where to find value in today’s volatile markets—and which commodity plays he thinks are best positioned for the next decade—this is an episode you don’t want to miss. Timestamps00:00 Intro & details on swag giveaway01:55 Rick Rule returns to the podcast and says we’re in the early innings of a gold price boom05:30 How has the last 9-months informed Rick’s view on gold and the USD?08:00 So is this like the 1970s?10:20 What about the Dotcom era?14:00 We’re in inning 3 of a 9 inning game when it comes to gold16:00 Rick talks about the bank he’s building20:00 ITM Mailbag: Copper, Ivanhoe Mines (IVN, FCX,NGEX)24:30 Junior copper players26:20 Rick’s more bullish on silver than gold, and tells us what he owns (New Pacific, Vista, Abra, Aya)30:00 Not pure silver miners (Pan American, Wheaton Precious)33:35 Dundee Corp. stock (DC.A)36:50 Orla Mining stock (OLA)38:25 Rapid fire small cap questions (FMT-V, ECOR, Rare Earths, Uranium)44:20 Rick’s Past Picks (ARX, TOU, PEY)48:15 Rick’s Pro Picks (SII, EMX, XOM) SponsorsFor over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial.  Visit https://ATB.com/inthemoney for more informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@[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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