In the Money with Amber Kanwar
Business & Finance
About
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.
Episodes
- “Barbarians at the Moat”: How Disruption Is Reshaping the Best Stocks to Own
Paul Moroz of Mawer Investment Management discusses the era of "change investing," focusing on how technology and market shifts impact stock selection and portfolios. He also analyzes specific companies and shares his long-term investment…
- Tech Stocks are Hot Again: What to Buy (and What to Sell)
Kieran Moore of Munro Partners discusses the rebound in technology stocks, focusing on sectors driven by AI infrastructure versus traditional software. The episode covers investment strategies, specific stock analysis, and the outlook for…
- Beating the Market with Small-Caps: Cheap Stocks with Big Upside
Aubrey Hearn of CI Global Asset Management discusses the current investment case for small-cap equities, highlighting their valuation discount relative to large-cap stocks. The episode covers specific small-cap investment opportunities acr…
- Everyone is Getting the Energy Trade Wrong: $4 Billion Hedge Fund Manager
Jason Landau of Waratah Capital Advisors discusses market mispricing regarding energy and AI trade themes. He explores the potential of oil as a market hedge, analyzes opportunities in the semiconductor sector, and shares his perspective o…
- The Microcap Playbook: Finding 10x Stocks Before They Get Discovered
In this episode, Portfolio Manager Mathieu Martin discusses his strategy for investing in microcap stocks. He shares insights on identifying growth opportunities, managing volatility, and analyzes specific small-cap companies alongside his…
- If You Can’t Beat Them, Join Them: How to Win in Small Caps by Investing Public AND Private
Managing Director of FAX Capital Marc Robinson joins the show to discuss why he is blending public and private investing to navigate the small-cap market. He explains his 70/30 investment strategy and highlights specific opportunities in t…
- The New Inflation Era: Why Real Assets Could Be the Big Winners
Tyler Rosenlicht of Cohen & Steers discusses why a shift toward an era of scarcity and higher inflation may favor real assets like infrastructure, commodities, and energy. He examines the outlook for specific sectors and companies while sh…
- Why Consensus is Failing — A Contrarian Approach to Today’s Market
John Zechner discusses a contrarian investment strategy, emphasizing why he is rotating out of crowded trades like semiconductors and into software. He also shares his analysis on specific Canadian stocks, energy, and his current top stock…
- Bullish Brian Belski is Still Bullish
Investment strategist Brian Belski discusses his bullish market outlook, the potential of U.S. and Canadian stocks, and his perspectives on various sectors and specific companies including Lululemon, Costco, and Alphabet. He also shares hi…
- Everything is an AI Stock Now — Here’s What to Buy
Kim Bolton of Black Swan Dexteritas discusses the shift in AI investing from technology builders to companies using AI to drive earnings. He analyzes various stocks, including Microsoft, Nvidia, and Walmart, while examining the current sta…
- When the War Ends: The Most Mispriced Trades in Global Markets with Peter Boockvar
Peter Boockvar joins In the Money to discuss perceived mispricings in global markets, including oil, gold, and commodities. He also analyzes the AI trade, mega-cap tech, private credit risks, and shares his investment picks.
- “Best Market in 40 Years” — Why Nuclear is Surging Now with Cameco CEO Tim Gitzel
Cameco CEO Tim Gitzel describes the current nuclear market as the strongest in over 40 years, highlighting a global comeback driven by climate concerns and energy security. The discussion covers Cameco’s strategic investments, including it…
- Dividend Growth in a Time of War
Amber Kanwar speaks with Amritha Kasturirangan of Franklin Templeton about navigating market uncertainty. The discussion covers dividend growth strategies, the impact of geopolitics and AI, and analysis of specific stocks such as Microsoft…
- “Multi-Baggers Everywhere” – How to Be Optimistic in a Market Sell-Off
Jordan McNamee of the Optimist Fund joins Amber Kanwar to discuss his bullish investment strategy during current market volatility. He shares his perspective on identifying multi-bagger opportunities across various sectors, including softw…
- Why This Startup Wants to Disrupt Global Commodity Trading
Josh Crumb, CEO of Abaxx Technologies, discusses the company's efforts to modernize global commodity trading through a new exchange and technology platform. He highlights the importance of physically deliverable contracts and the potential…
- The Optimistic Regulator: Canada’s Banking System is Strong — But Here’s What Keeps Regulators Up at Night
Peter Routledge, Superintendent of Financial Institutions, discusses the resilience of Canada’s banking system and the risks currently monitored by regulators, including mortgage market vulnerabilities and private credit. He highlights the…
- Iran’s Oil Crisis Could Send Prices to $200 — Is Canada the Big Winner?
This episode of In the Money with Amber Kanwar explores the impact of Middle East tensions on the oil market and potential implications for Canadian energy. Guests Josh Young and Patrick O’Rourke discuss market volatility, supply risks, an…
- Small-Cap Season: Stocks That Can Double in 3-5 Years
Greg Dean of Langdon Equity Partners discusses his strategy for investing in global small-cap equities with potential for long-term growth. He provides insights on specific stocks, industry valuations, and his criteria for identifying resi…
- Oil Shock: Eric Nuttall Says the Market is Dangerously Complacent
Eric Nuttall joins In the Money with Amber Kanwar to discuss market complacency regarding geopolitical shocks, U.S. shale production, and the outlook for energy stocks. The episode also includes a review of various energy companies, includ…
- The Great Rotation: Small Caps Up, Software Down — What Now?
Andrey Omelchak joins Amber Kanwar to discuss the recent market shift toward small-cap stocks and away from software. The episode covers investment themes in defense, infrastructure, and Canadian small-cap equities, while analyzing specifi…
- “I Hate This Market” – Dividend Investor Rebecca Teltscher on What to Buy in an Overvalued Market
Dividend investor Rebecca Teltscher discusses current market valuations, dividend strategies, and outlooks on sectors including utilities, banks, and energy on In the Money with Amber Kanwar. She also reviews specific stock holdings and ex…
- The Rise and Fall of ESG — And What Comes Next
Amber Fairbanks of Impax Asset Management discusses the current state of ESG investing and argues that sustainable investing is a long-term strategy rather than a temporary trend. The episode also analyzes several market names including Nv…
- The Great Rotation: Why Global Stocks Are Beating the U.S.
Matthew Strauss argues for rotating into global and emerging market equities, as U.S. markets face stretched valuations. He details the maturation of emerging markets and identifies key countries and companies, including Samsung, Alibaba,…
- AI is Eating Software — Is This Sell-Off Overdone?
Ivana Delevska joins In the Money with Amber Kanwar to analyze the software sell-off, discussing AI's impact on the industry and providing stock analysis for Oracle, Constellation Software, Shopify, Snowflake, Palantir, Nvidia, and Micron.
- The Most Hated Sector is Rallying — Is Biotech Back?
In the Money features Eden Rahim discussing the potential resurgence of the biotech sector, analyzing its past struggles and current indicators suggesting a new bull cycle. The episode also covers stock analysis, regulatory hurdles, and sp…
- A Value Investor’s Guide to Precious Metals
Jonathan Wellum argues that gold serves as essential insurance against rising debt and geopolitical risks, advocating for a portfolio anchored by precious metals and royalty companies. He also explores selective investments in other sector…
- The Revenge of the Value Investor
Amber Kanwar speaks with Bill and Cole Smead of Smead Capital Management about their value investing strategy. They discuss market fragility, passive investing risks, international opportunities, and specific stock picks like Fifth Third B…
- This is Why You Should Stop Ignoring Healthcare Stocks
Jeff Elliott joins Amber Kanwar on In the Money to discuss global diversification and stock picking in volatile markets. He highlights opportunities in healthcare, discussing companies like UnitedHealth, Pfizer, Eli Lilly, Moderna, NVIDIA,…
- Is Passive Investing Quietly Breaking the Market?
Michael Green explains how the rise of passive investing may pose a systemic risk to the S&P 500, potentially leading to a "zero event" due to market structure rather than company failure. The discussion covers flow-driven markets, demogra…
- A Brutally Honest Reality Check on Some of Your Favourite Stocks
Amber Kanwar is joined by Sam LaBell to analyze popular stocks, macro risks, and specific companies like gold, Barrick Mining, and Bombardier. LaBell also shares his views on Shopify and names three high-conviction stocks: WSP Global, GE H…
- Carney's New World Order: What That Means for Investors With David Picton the Head of Canada's Largest Hedge Fund
David Picton, CEO of PICTON Investments, joins Amber Kanwar to discuss the implications of Mark Carney's "new world order" on investing. They cover the declining effectiveness of the traditional 60/40 portfolio, the increasing importance o…
- EQB CEO on Whether Canada’s Smallest Bank Can Challenge the Status Quo
Chadwick Westlake, CEO of EQB, discusses his leadership transition, the bank's strategy as a challenger bank, and its acquisition of PC Financial. He addresses navigating the housing market, provisions for credit losses, and the bank's out…
- If You Only Listen to One Stock Interview This Week, Make It This One
David Burrows returns to In the Money, asserting that the market is shifting away from tech towards commodities, financials, defense, and international equities. He provides specific stock analyses, including JP Morgan, TD, and Banco Santa…
- Ed Yardeni on an Unprecedented Threat to the Fed Chair — Plus Why He’s Underweight MAG7 and Bullish Gold
Legendary Fed watcher Ed Yardeni discusses the intersection of politics and monetary policy, arguing that political pressure on the Fed Chair could enhance independence. He shares his investment thesis, emphasizing earnings over politics,…
- Did the Venezuela Raid Screw Canada?
Amber Kanwar discusses the geopolitical shock of the Venezuela raid with Frances Horodelski and Cole Smead, analyzing its impact on Canada, oil markets, and investors. They differentiate real risk from market overreaction, covering energy…
- The Private-Markets Playbook That Made Brookfield a Powerhouse — and What Retail Investors Can Learn
Sachin Shah explains Brookfield's private-markets strategy, covering its growth in private equity, infrastructure, real estate, and credit. He discusses how these alternative assets are becoming mainstream and offers insights for retail in…
- This TV Star's Side Hustle Secret: Unlocking the Power of Real Estate
CTV host Lindsey Deluce shares her experience as a real estate investor, detailing the BRRRR strategy (buy, rehab, rent, refinance, repeat). She discusses scaling a portfolio of multi-unit properties, navigating challenges like financing a…
- 60/40 is Dead- Why All Investors Need Private Markets: Alternatives Special
This episode of In the Money with Amber Kanwar, featuring Paige Ellis and Mario Giannini, discusses the shift of private markets from niche to mainstream investing. They cover the reasons for this shift, including the disappearance of publ…
- Special Feature: The Case for a Holistic Approach to Wealth
Amber Kanwar speaks with Danielle Martin, a Senior Wealth Advisor, about holistic wealth management for business owners. They discuss strategies beyond portfolio management, focusing on tax, insurance, legacy planning, and work-life balanc…
- Holiday Special: The Stock Pickers Who Delivered This Year
This holiday episode of In the Money with Amber Kanwar reviews the year's stock market performance, identifying top fund managers and key themes like AI. It features a special interview with best-performing manager Daniel Lewis, who discus…
- The AI Case Wall Street Bears Get Wrong
In this episode, Amber Kanwar speaks with Malcolm White about the AI boom. Malcolm, a portfolio manager and former AI programmer, clarifies misconceptions about AI adoption, infrastructure, and valuations, offering insights into the techno…
- Special Feature: How to Build Wealth That Survives Market Cycles with Winnie Go from ScotiaMcLeod
Winnie Go, Senior Wealth Advisor at Scotia Wealth Management, discusses building wealth that endures market cycles with Amber Kanwar. Go emphasizes the importance of high-quality companies, discipline, and diversification, drawing on 30 ye…
- Commodities Are on Fire — But What Comes After a Record Year?
Hussein Allidina explains why commodities are in an early-stage, multi-year upcycle due to underinvestment and demand. He discusses oil, natural gas, copper, gold, and the benefits of including commodities in investment portfolios.
- The Fed’s Big Move — And Brianne Gardner’s Take on 10 Key Stocks
Portfolio manager Brianne Gardner analyzes the Fed’s 2025 decision and its implications for the 2026 market with Amber Kanwar. Gardner discusses her investment strategy, including sector rotation and managing client portfolios, and provide…
- Special Feature: Inside the AI Boom with Swanzy Quarshie of Scotia Wealth Management
Amber Kanwar and Swanzy Quarshie discuss the AI boom, its impact on equity markets, and the infrastructure demands of AI development. They also touch on potential productivity gains and future investment opportunities.
- The Fed is on a Collision Course: Big 2026 Call from a +$245B Macro Chief
In this episode of In the Money with Amber Kanwar, Dustin Reid, Chief Strategist at Mackenzie Investments, discusses the Fed's potential collision course with the market and inflation. They explore the implications of Fed communication, po…
- Inside a Perma-Bull’s Playbook: Barry Schwartz on What Really Drives Markets
Barry Schwartz, a self-described permabull, explains his long-term investing philosophy, emphasizing constructive approaches even during challenging years. He discusses market drivers, analyzes various stocks such as Canadian banks, Telus,…
- Gold at Record Highs, AI Getting Risky and the Fed Eyeing Cuts — What Happens Next
Amber Kanwar and Bipan Rai discuss gold, AI
- Ex–Bridgewater Insider Reveals the Hedge Fund Secret No One Talks About
Bob Elliott, ex-Bridgewater, shares insights on hedge funds and macroeconomics with Amber Kanwar. He explains how his firm Unlimited uses AI to create lower-fee ETFs that mimic alternative investments, discusses current economic conditions…
- Serenity Now: Navigating 50% Drops in Small-Cap Stocks with Jordan Zinberg
Jordan Zinberg joins Amber Kanwar to analyze the downturn in Canadian small-cap stocks, differentiating between justified fear and mispricing. They discuss specific companies like goeasy and Constellation Software, alongside mailbag questi…