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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

    The Microcap Playbook: Finding 10x Stocks Before They Get Discovered

    2026-04-23 | 1h 3 mins.
    The best opportunities in the market might be the ones no one is paying attention to — and that’s exactly where microcap investor Mathieu Martin is looking.
    On this episode of In the Money with Amber Kanwar, Amber sits down with Mathieu Martin, Portfolio Manager for the Rivemont MicroCap Fund, to break down one of the most underfollowed — and potentially most lucrative — corners of the market. Martin explains why microcaps, often ignored by institutions and analysts, offer a unique edge for investors willing to do the work. Drawing on his unconventional path from poker to portfolio management, he shares how he identifies high-conviction ideas, builds deep fundamental insight, and finds companies that can grow from under $100 million to multi-billion dollar success stories. He also walks through the mindset required to handle volatility, why liquidity cycles matter more than fundamentals in the short term, and how improving conditions could set the stage for a new wave of microcap outperformance.
    In the Mailbag, Martin weighs in on some of the most intriguing small-cap names investors are watching right now. He revisits the remarkable run of Kraken Robotics (PNG.TO), explaining why he’s trimmed but still holds a small position, breaks down the risks and rapid growth behind Hydreight Technologies (NURS), and outlines both the opportunity and recent “yellow flags” surrounding Kits Eyecare (KITS.TO). He also discusses ADF Group (DRX.TO) and its potential to benefit from Canadian infrastructure spending despite tariff headwinds, shares his cautious take on Poet Technologies (POET) amid a short squeeze, and gives his outlook on Cineplex (CGX.TO) as the box office recovery gains momentum.
    In Pro Picks, Martin leans into one of his highest-conviction — and most controversial — themes: cannabis microcaps. After a brutal industry shakeout that saw widespread bankruptcies, he believes a new class of profitable, fast-growing players is emerging. He highlights Cannara Biotech (LOVE.TO) as a standout, pointing to its low-cost production, dominant Quebec market share, and strong growth trajectory. He also makes the case for Auxly Cannabis (XLY.TO), a turnaround story with improving margins, strong brands like Back Forty, and backing from strategic investor Imperial Brands. Beyond cannabis, he rounds out his picks with D-BOX Technologies (DBO.TO) as a unique way to play the movie theatre recovery through high-margin royalty revenue.
    Timestamps
    00:00 Trailer
    02:20 Intro
    04:50 From poker to micro caps
    07:30 What’s the winning formula? 
    10:00 Investment process: Example: Kraken Robotics
    14:10 Is volatility expected in the micro cap market?
    17:10 Microcap commodities 
    19:40 ITM Mailbag: Kraken Robotics (PNG) 
    20:55 Hydreight Technologies (NURS) 
    22:50 KITS eyecare (KITS)
    30:10 ADF Group (DRX)
    34:30 Poet Technologies (POET) 
    38:20 Microcap SaaS stocks 
    39:50 Cineplex (CGX) 
    42:00 Mathieu’s Pro Picks, focus on marijuana stocks (DBO, LOVE, XLY)
    58:15 ETF Minute: CI’s New Asset Allocation ETFs Add a “Plus” to the Classic Portfolio

    Sponsors
    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 information
    ETF Minute is sponsored by CI Global Asset Management. For more on CBAP, CEQP and CI’s portfolio management multi-asset strategies check out:
    CBAP:
    https://funds.cifinancial.com/en/funds/managed-solutions/CIBalancedPlusAssetAllocationETFFund.html?seriesId=48917&classId=482&currencySelector=1&cid=inthemoney_podcast_fnd-en_CIGAMIntheMoneyPartnership2026 
     
    CEQP: https://funds.cifinancial.com/en/funds/managed-solutions/CIEquityPlusAssetAllocationETFFund.html?seriesId=48926&classId=482&currencySelector=1&cid=inthemoney_podcast_fnd-en_CIGAMIntheMoneyPartnership2026 

    Links
    https://inthemoneypod.com/ 
    https://instagram.com/inthemoneypod
    https://facebook.com/profile.php?id=61569721774740 
    https://twitter.com/inthemoneypod 
    https://tiktok.com/@inthemoneypod
    [email protected]

    DISCLAIMERS 
    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.

    IMPORTANT DISCLAIMERS:
     
    This segment of “In the Money” with Adam Bharam 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 an investment in mutual funds and exchange-traded funds (ETFs). Please read the prospectus before investing. Important information about mutual funds and ETFs is contained in their respective prospectus. 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 and may receive less than the current net asset value when selling them.
     
    Certain statements in this podcast are forward-looking that are predictive in nature, depend upon or refer to future events or conditions. Forward-looking statements are subject to risks, uncertainties and assumptions that could cause actual results to differ materially from those set forth. Although the forward-looking statements contained herein are based upon what CI Global Asset Management and the portfolio manager believe to be reasonable assumptions, neither CI Global Asset Management nor the portfolio manager can assure that actual results will be consistent with these forward-looking statements.
     
    Certain statements contained in th...
  • In the Money with Amber Kanwar

    If You Can’t Beat Them, Join Them: How to Win in Small Caps by Investing Public AND Private

    2026-04-21 | 1h 18 mins.
    If you can’t beat them, join them. That’s the mindset Marc Robinson brings to small cap investing right now. The Managing Director at FAX Capital makes the case that the traditional small cap playbook is broken—capital is leaving public markets, private equity is stepping in, and more companies are choosing to go private. His solution: blend public and private investing, take concentrated positions, and actively push for outcomes. He explains how his 70/30 strategy works, why active ownership is critical in Canada’s inefficient small cap market, and how investors can capture a “second bite of the apple” when companies get taken private. Along the way, he breaks down the growing disconnect between public and private valuations—and why that gap is creating opportunity.
    In the mailbag, Robinson walks through a series of high-interest small cap names and activist situations, including Calian Group (CGY.TO), Black Diamond Group (BDI.TO), Ag Growth International (AFN.TO), Information Services Corp (ISV.TO), Dye & Durham (DND.TO), WELL Health Technologies (WELL.TO), and cannabis names like Auxly Cannabis Group (XLY.TO) and Cannara Biotech (LOVE.TO). He explains where activism can actually create value—and where it can’t—why some of these “hairy” stories are best avoided, and where he’s seeing real catalysts tied to themes like defense spending, “Build Canada,” and a potential recovery in agriculture.
    In Pro Picks, Robinson focuses on higher-quality opportunities with clearer paths to value creation. He highlights D2L (DTOL.TO) as a misunderstood, mission-critical software platform with strong growth and potential upside from improving sentiment (and the company received a takeover offer just a day after his recommendation!) . He also points to Premium Brands Holdings (PBH.TO), arguing the payoff from years of heavy investment is finally coming, setting up a meaningful earnings inflection. Finally, he shares a private market opportunity through FAX Capital’s strategy—NextGen Healthcare Suppliers (private)—a fast-growing IVF supply business benefiting from powerful demographic tailwinds and global demand growth.
    This episode is a deep dive into how the smartest small cap investors are adapting—and where the next wave of opportunity may come from.
    Timestamps
    00:00 Trailer 
    02:25 Intro 
    04:25 Robinson’s career trajectory and what makes him tick as a small-cap manager 
    10:00 Sell-side vs. Buy-side 
    11:35 A public-private fund 
    14:50 Exposure in private - private credit is a swear word right now, but there are opportunities 
    17:20 The market dynamic for small-caps 
    20:50 Going public vs. going private 
    25:20 Private opportunities and the FAX approach 
    27:00 ITM Mailbag: Calian Group stock (CGY)
    33:00 Ag growth stock (AFN)
    37:40 Information Services stock (ISC)
    42:40 Dye & Durham (DND) 
    45:15 WELL Health Technologies (WELL)
    48:40 Pot stocks 
    53:30 Marc’s Pro Picks (DTOL, PBH, Nexpring Health (private)) 
    1:11:20 ETF Minute: Vanguard’s Asset Allocation ETFs 
    Sponsors
    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 information
    ETF Minute is sponsored by Vanguard Investments Canada. For more information, visit https://vanguard.ca. Find the Vanguard personality quiz here:  https://ad.doubleclick.net/ddm/trackclk/N9826.4923835AKMEDIA/B35656803.444242680;dc_trk_aid=637804713;dc_trk_cid=161303263;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;tfua=;ltd=;dc_tdv=1

    Links
    https://inthemoneypod.com/ 
    https://instagram.com/inthemoneypod
    https://facebook.com/profile.php?id=61569721774740 
    https://twitter.com/inthemoneypod 
    https://tiktok.com/@inthemoneypod
    [email protected]
    DISCLAIMERS 
    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 Premium Brands with is a stock Amber owns. 

    Commissions, management fees, and expenses all may be associated with investment funds. Investment objectives, risks, fees, expenses, and other important information are contained in the prospectus; please read it before investing. Investment funds are not guaranteed, their values change frequently, and past performance may not be repeated. Vanguard funds are managed by Vanguard Investments Canada Inc. and are available across Canada through registered dealers.
    The information contained in this material may be subject to change without notice and may not represent the views and/or opinions of Vanguard Investments Canada Inc.
     
    Certain statements contained in this material may be considered "forward-looking information" which may be material, involve risks, uncertainties or other assumptions and there is no guarantee that actual results will not differ significantly from those expressed in or implied by these statements. Factors include, but are not limited to, general global financial market conditions, interest and foreign exchange rates, economic and political factors, competition, legal or regulatory changes and catastrophic events. Any predictions, projections, estimates or forecasts should be construed as general investment or market information and no representation is being made that any investor will, or is likely to, achieve returns similar to those mentioned herein.
     
    While the information contained in this material has been compiled from proprietary and non-proprietary sources believed to be reliable, no representation or warranty, express or implied, is made by The Vanguard Group, Inc., its subsidiaries or affiliates, or any other person (collectively, "The Vanguard Group") as to its accuracy, completeness, timeliness or reliability. The Vanguard Group takes no responsibility for any errors and omissions contained herein and accepts no liability whatsoever for any loss arising from any use of, or reliance on, this material. 
     
    This material is not a recommendation, offer or solicitation to buy or sell any security, including any security of any investment fund or any other financial instrument. The information contained in this material is not investment advice and is not tailored to the needs or circumstances of any investor, nor does the information constitute business, financial, tax, legal, regulatory, accounting or any other advice.  
     
    The information contained in this material may not be specific to the context of the Canadian capital markets a...
  • In the Money with Amber Kanwar

    The New Inflation Era: Why Real Assets Could Be the Big Winners

    2026-04-16 | 1h 6 mins.
    The investing playbook may be changing—and Tyler Rosenlicht, Portfolio Manager, Global Infrastructure at Cohen & Steers, says investors need to be ready. In this episode of In the Money with Amber Kanwar, Rosenlicht makes the case that we’re moving from an era of abundance to an era of scarcity—where inflation is higher, more volatile, and driven by structural shifts like deglobalization, supply chain reshoring, and rising geopolitical risk. He explains why real assets—like infrastructure, natural resources, and commodities—could play a much bigger role in portfolios, and why now may be the time to move to the higher end of allocation ranges.
    Rosenlicht breaks down how this new regime changes everything—from how we think about inflation protection to why traditional portfolios may struggle. He walks through the case for energy, why oil should be viewed as a long-term “perpetuity” rather than a declining asset, and how underinvestment and supply constraints are setting up opportunities across commodities like copper, uranium, and gold. He also explains why infrastructure—from pipelines to data centers to power generation—offers a rare combination of stability, inflation protection, and growth, especially as electricity demand surges.
    In the mailbag, Rosenlicht answers your questions on real asset names, including why he prefers oil sands producers like Suncor Energy (SU.TO) and Canadian Natural Resources (CNQ.TO) over U.S. shale, how integrated models compare to pure producers, and where refiners like Valero Energy (VLO) fit in today’s market. He also weighs in on pipeline giant TC Energy (TRP.TO), the outlook for nuclear through Cameco (CCO.TO), utility plays like TransAlta (TA.TO), and what consolidation could mean for rail stocks like Norfolk Southern (NSC).
    In Pro Picks, Rosenlicht highlights three high-conviction ideas tied to the real asset boom. He names MasTec (MTZ) as a “picks and shovels” play on the massive buildout of power, pipelines, and electrification. He also likes ConocoPhillips (COP) for its long-life resource base and ability to generate growing free cash flow as the cycle evolves. And for a higher-risk, higher-reward idea, he points to Tamboran Resources (TBN), a small-cap name with potential exposure to a new shale basin in Australia.
    If the next decade is defined by inflation, scarcity, and a need for real-world inputs, this conversation lays out exactly how investors can position for it.
    Timestamps
    00:00 Trailer
    02:20 Intro
    03:25 Tyler’s approach to real asset investments
    07:30 The next 20 years will be very different than the last 20 years
    09:30 Have we passed peak uncertainty with respect to Iran? 
    13:00 We’ll remain in an environment where inflation remains elevated 
    18:00 Why the pullback in energy stocks since the war broke out?
    20:25 Why are investors shrugging off inflation? Is that a disconnect? 
    22:05 Where does gold factor in? 
    24:45 ITM Mailbag: Suncor stock (SU)
    29:30 Valery Energy stock (VLO)
    30:30 TC Energy stock (TRP)
    34:35 Cameco stock (CCO)
    41:50 TransAlta stock (TA) 
    45:45 Norfolk Southern (NSC)
    48:00 Tyler’s Pro Picks (MTZ, COP, TBN)
    58:00 ETF Minute: BMO’s ETF Line-Up

    Sponsors
    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. For more information on ATB Cormark Capital Markets visit https://ATB.com/inthemoney 
    This ETF Minute is sponsored by BMO ETFs. For more information on BMO’s Asset Allocation ETFs visit: https://bmogam.com/ca-en/products/exchange-traded-funds/asset-allocation-etfs 

    And for more information on BMO Discount Bond Index ETF visit: https://bmogam.com/ca-
    en/products/exchange-traded-fund/bmo-discount-bond-index-etf-zdb/
    Links
    https://inthemoneypod.com/ 
    https://instagram.com/inthemoneypod
    https://facebook.com/profile.php?id=61569721774740 
    https://twitter.com/inthemoneypod 
    https://tiktok.com/@inthemoneypod
    [email protected]
    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.

    ETF Minute is sponsored by BMO Exchange Traded Funds. Amber Kanwar is compensated
    under this arrangement by BMO ETFs.

    This video is for information purposes only. The information contained herein is not, and should
    not be construed as investment, tax or legal advice to any party. Particular investments and/or
    trading strategies should be evaluated and professional advice should be obtained with respect
    to any circumstance.

    Commissions, management fees and expenses all may be associated with investments in
    exchange-traded funds. Please read the ETF Facts or prospectus of the BMO ETFs before

    investing. The indicated rates of return are the historical annual compounded total returns
    including changes in unit value and reinvestment of all dividends or distributions and do not take
    into account sales, redemption, distribution or optional charges or income taxes payable by any
    unitholder that would have reduced returns. Exchange-traded funds are not guaranteed, their
    values change frequently and past performance may not be repeated.

    For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set
    out in the BMO ETF’s prospectus. BMO ETFs trade like stocks, fluctuate in market value and
    may trade at a discount to their net asset value, which may increase the risk of loss.
    Distributions are not guaranteed and are subject to change and/or elimination.

    BMO ETFs are managed by BMO Asset Management Inc., an investment fund manager, a
    portfolio manager, and a separate legal entity from Bank of Montreal.

    BMO Global Asset Management is a brand name under which BMO Asset Management Inc.
    and BMO Investments Inc. operate.

    “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under
    licence.
    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]

    Contact: [email protected]

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

    Why Consensus is Failing — A Contrarian Approach to Today’s Market

    2026-04-14 | 1h 5 mins.
    John Zechner has seen this movie before — and when everyone’s on the same side of the trade, he starts looking the other way.
    The Chairman & Founder of J. Zechner Associates joins Amber Kanwar to break down how he’s positioning his portfolio in a market driven by noise, geopolitics, and crowded trades. From calling the recent energy shock a potential “9/11-type” shift in investor psychology to arguing that markets are still mispricing long-term risks, Zechner lays out why being contrarian today could pay off tomorrow.
    He explains why he’s adding selectively to oil while staying disciplined on position sizing, why gold still has a strong long-term case despite recent volatility, and why Canada could benefit from a renewed focus on energy security. At the same time, he’s taking the other side of the AI trade—rotating out of semiconductors and into beaten-down software names like Adobe (ADBE), Salesforce (CRM), and Shopify (SHOP), where valuations have reset and expectations are low. He also shares why he’s avoiding private equity and bank stocks for now, pointing to lingering risks that the market may be underestimating.
    In the mailbag, Zechner weighs in on Fairfax Financial (FFH.TO), Cameco (CCJ), the Canadian telecom sector, his favourite Canadian utilities, and WSP Global (WSP.TO). He cautions against paying a premium for Fairfax’s investment track record, says Cameco remains a strong uranium franchise but an expensive one, and argues there is emerging value in parts of telecom even as he warns Telus (T.TO) may need to cut its dividend. He also highlights select Canadian utilities for their defensive appeal and discusses how to think about WSP Global as a quality name in a market where investors may need to look beyond the obvious winners.
    In Pro Picks, Zechner first revisits his past picks: Cenovus Energy (CVE), Maple Leaf Foods (MFI.TO), and Uber (UBER). He then gets into his current top ideas: Premium Brands (PBH.TO), Oracle (ORCL), and the Sprott Physical Uranium Trust (U.U / SRUUF). Together, the picks reflect the broader message of the interview: the best contrarian opportunities may be in quality names where sentiment is still skeptical, valuations are more reasonable, and consensus is no longer as reliable as it once seemed.
    Timestamps
    00:00 Trailer
    02:40 Intro 
    05:40 What is John doing in the portfolio? 
    07:40 The energy question? What happens after the war? 
    11:00 Why aren’t we seeing a rip your face of rally in energy stocks? 
    15:00 Why John thinks the fundamental story in gold is still in tact and what he’s buying 
    19:50 Has the tech sector suffered enough? Why John is snapping up software names 
    27:00 John says private equity/credit problems are far from over 
    30:50 John has almost no banks exposure 
    34:55 ITM Mailbag: Fairfax Financial stock (FFH) 
    37:25 Cameco stock (CCO) 
    38:40 Canadian telcos 
    43:00 Canadian Utilities, Capital Power stock (CPX) 
    47:00 WSP Global stock & infrastructure (WSP, ATRL) 
    49:40 John’s Pro Picks (Past: CVE, MFI, UBER, PBH, ORCL, U.U)

    Sponsors
    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. For more information on ATB Cormark Capital Markets visit https://ATB.com/inthemoney 

    Links
    https://inthemoneypod.com/ 
    https://instagram.com/inthemoneypod
    https://facebook.com/profile.php?id=61569721774740 
    https://twitter.com/inthemoneypod 
    https://tiktok.com/@inthemoneypod
    [email protected]

    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 this episode we discuss Fairfax Financial, Constellation Software and Telus which are stocks Amber owns. 

    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
  • In the Money with Amber Kanwar

    Bullish Brian Belski is Still Bullish

    2026-04-09 | 1h
    Bullish Brian Belski is back—and yes, he’s still bullish.
    In this episode of In the Money with Amber Kanwar, the CEO & Chief Investment Officer of Humilis Investment Strategies—fresh off launching his own firm—explains why he still believes the U.S. is the best stock market in the world, with Canada a close second. Belski makes the case for an earnings-driven market where stock picking, discipline, and long-term thinking matter more than macro noise. He also explains why he’s underweight the MAG 7, why  U.S. banks look unfairly punished, why risks are building in private equity and private credit, and why that could create a major opportunity in small- and mid-cap stocks.
    He also addresses gold, saying while the rally has been impressive, he is neutral rather than overweight. His view: when gold’s performance gets this stretched, history suggests it tends to underperform in the years ahead—so investors should be cautious about chasing it here.
    In the mailbag, Belski breaks down Lululemon (LULU) as a former growth name now shifting into value, while explaining why he exited Nike (NKE). He also discusses agriculture and industrial exposure through Deere & Company (DE), Caterpillar (CAT) and AGCO (AGCO), along with housing via KB Home (KBH). He also weighs in on airlines including Delta Air Lines (DAL). On the Canadian side, he highlights TELUS (T.TO) as his preferred telecom name, pointing to its relative positioning within the group and long-term stability, while also calling out Canadian consumer strength—including why he loves Aritzia (ATZ.TO) as a long-term growth story.
    In Pro Picks, Belski sticks with high-quality, proven winners. He highlights Costco (COST) as a core long-term compounder, Alphabet (GOOGL) for its dominant platform and AI exposure, and Apple (AAPL) as a name to lean into when sentiment weakens. He also adds Spotify (SPOT) as a bonus idea.
    If you think this bull market is over, Belski says you’re missing the bigger opportunity.
    Timestamps
    00:00 Trailer 
    01:25 Intro 
    03:20 Brian Belski returns, this time after launching his own shop
    08:00 Brian’s investing approach at Humilis 
    10:00 Belski is still bullish, isn’t changing anything  
    13:30 Brian says the U.S. is the best stock market in the world, Canada is #2
    16:10 Why Brian is underweight the Mag7 and what he’s buying 
    21:30 Brian is very negative private equity & credit
    27:00 An earnings driven markets
    29:20 Why Brian on gold and energy & Tesla
    34:00 ITM Mailbag: Lululemon stock (LULU)
    36:50 Agriculture stocks (CAT, DE, AGCO) 
    38:35 Telus & other telcos (T)
    40:20 Aritzia (ATZ)
    43:00 Delta Air Lines (DAL)
    45:30 KB Home (KBH) 
    49:30 Brian’s Pro Picks (COST, GOOGL, AAPL)

    Sponsors
    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. For more information on ATB Cormark Capital Markets visit https://ATB.com/inthemoney 
    Links
    https://inthemoneypod.com/ 
    https://instagram.com/inthemoneypod
    https://facebook.com/profile.php?id=61569721774740 
    https://twitter.com/inthemoneypod 
    https://tiktok.com/@inthemoneypod
    [email protected]
    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 this episode we talk about Meta, NIKE, CNQ, and Apple which are all stocks Amber owns. 

    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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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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