Podcast Episodes
Back to SearchThe Mother of All Commodity Supercycles
Episode 136
“If tech was the best performer for 25 years because it took in all the cash… what do you think happens when all the cash flows into commodities and …
3 months, 4 weeks ago
AI is Killing Buy and Hold Investing
Episode 135
AI is forcing investors to rethink one of the most time-tested strategies in the market—and it could have major implications for how you build your p…
3 months, 4 weeks ago
“Barbarians at the Moat”: How Disruption Is Reshaping the Best Stocks to Own
Episode 134
The market isn’t just rotating—it’s being rewritten. In this episode of In the Money with Amber Kanwar, Paul Moroz, Portfolio Manager at Mawer Invest…
4 months ago
Tech Stocks are Hot Again: What to Buy (and What to Sell)
Episode 133
The Nasdaq 100 went from a seven-month low to a record high in April—posting its biggest monthly gain since 2002. But as tech stocks rip higher, Kier…
4 months ago
Beating the Market with Small-Caps: Cheap Stocks with Big Upside
Episode 132
Small-cap stocks have significantly outperformed their large-cap peers so far this year but valuations remain at a massive discount, so what names sh…
4 months, 1 week ago
Everyone is Getting the Energy Trade Wrong: $4 Billion Hedge Fund Manager
Episode 131
Energy stocks are down over the past month despite the war in Iran. Tech stocks have come roaring back. But this hedge fund manager says the market h…
4 months, 2 weeks ago
The Microcap Playbook: Finding 10x Stocks Before They Get Discovered
Episode 130
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 l…
4 months, 2 weeks ago
If You Can’t Beat Them, Join Them: How to Win in Small Caps by Investing Public AND Private
Episode 129
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 mak…
4 months, 3 weeks ago
The New Inflation Era: Why Real Assets Could Be the Big Winners
Episode 128
The investing playbook may be changing—and Tyler Rosenlicht, Portfolio Manager, Global Infrastructure at Cohen & Steers, says investors need to be re…
4 months, 3 weeks ago
Why Consensus is Failing — A Contrarian Approach to Today’s Market
Episode 127
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 o…
4 months, 4 weeks ago