Podcast Episodes

The U.S. is Riskier Than You Think

What happens to the markets if artificial intelligence doesn’t live up to the hype? Host Michael Hainsworth explores the potential fallout with Portfolio Manager Ryan Nicholl, warns that while capit…

Published on 8 hours ago

Don’t use the “S" word

Is stagflation the new recession? Join Michael Hainsworth as he explores if there is a rising threat of a stagnant economy paired with persistent inflation — a double punch to investor portfolios. Fe…

Published on 2 weeks ago

Key ETF Trends on the Rise

Vice President and Head of ETFs, Alan Green is joined by Executive Director, The Canadian ETF Association, Eli Yufest and Head of Dynamic Funds, Mark Brisley, to discuss the recent industry ETF Exch…

Published on 3 months ago

Bonds are Back

Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President

& Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose

Devli  to unpack the uncertainty looming over co…

Published on 5 months, 1 week ago

Energy: Separating the Fundamentals from the Politics

Vice President & Portfolio Manager Jennifer Stevenson and Associate Portfolio Manager, Scott Reid explore the recent volatility in the oil market driven by geopolitical tensions and supply-demand imb…

Published on 6 months ago

Gold, Uranium, and the Impact of Tariffs

Vice President & Portfolio Manager, Robert Cohen shares his perspective on the remarkable strength of gold amid global economic challenges, including poor monetary and fiscal policies and soaring deb…

Published on 6 months, 1 week ago

Tariffs, Trade and Canadian Banks

Portfolio Manager, Nick Stogdill delves into the resilient performance of the financial sector over the past few years, and the how he see’s banks navigating a period of potential tariff and trade ri…

Published on 6 months, 1 week ago

Inflation, Recession, and Credit Valuations

Vice President & Senior Portfolio Manager Tom Dicker and Vice President & Portfolio Manager Jeremy Lucas unpack the current North American credit markets, tackling pressing questions about inflation …

Published on 6 months, 2 weeks ago

Equity Income Landscape in 2025

Vice President & Senior Portfolio Manager’s Tom Dicker and Jason Gibbs in conversation with Vice President & Portfolio Manager Ryan Nicholl, explore the 2025 market landscape and implications of a te…

Published on 6 months, 3 weeks ago

The 2024 ETF Boom: Reflections and Predictions for 2025

Vice President of ETF Distribution Peter Tomiuk and Vice President and Head of ETFs, Alan Green dive into why ETF markets in both Canada and the U.S. surged to new heights with record inflows in 2024…

Published on 6 months, 3 weeks ago