As the summer wears on, both equity and fixed income markets have been heating up with volatility. Investors looking to cool off can turn to the longer-term trends that extend beyond the next 12 to 18 months – including Clean Energy, Autonomous Tech, Space Tourism and ESG bonds. In this episode, Danielle Neziol, Matt Montemurro and Chris Heakes explore the p ... Show More
Nov 13
E289 – What the 2025 Federal Budget Means for Investors
What’s in the 2025 Federal Budget? In today’s episode, special guest Larry Berman and host, Danielle Neziol, delve into the government’s extensive proposal and what it could mean for the Canadian economy and investors. Recorded live on Nov 4, 2025. 2025 Federal BudgetREITs: Real ... Show More
21m 41s
Nov 6
E288 – A Deep Dive on CLOs
In today’s episode, special guest Mark Jarosz and host Zayla Saunders revisit CLO ETFs. This time, they explore the middle of the capital stack that has BBB-tranches, which they're calling a sweet spot. Stay tuned to find out why.Recorded live on October 14, 2025.ETFs:BMO AAA CLO ... Show More
15m 41s
Aug 8
Market Volatility: Investors Are Seeking Safety in Gold ETFs. Is It Working?
<p>Investors are piling into global gold ETFs for a safe haven from uncertainty. Demand surged in the first half of 2025, according to a new report from the World Gold Council. The industry trade group points to geopolitical turmoil, global trade policies, and higher gold prices ... Show More
12m 25s
Sep 11
Oracle’s AI Boom, Lululemon’s Disastrous Quarter, and a Canadian Mining Megamerger
In this episode, we cover some of the biggest stories shaping markets this week. Oracle shocked investors with blowout guidance which led the stock to be up 40% and close to joining the trillion dollar market cap club. We also look at weak job numbers coming out for Canada and th ... Show More
51m 49s
Mar 2025
Could Value Stocks Make a Comeback?
<p>As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about ... Show More
20m 32s