In the Money with Amber Kanwar
Amber Kanwar
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Top 10 In the Money with Amber Kanwar Episodes
Goodpods has curated a list of the 10 best In the Money with Amber Kanwar episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to In the Money with Amber Kanwar for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite In the Money with Amber Kanwar episode by adding your comments to the episode page.
Quantum is like Bitcoin in 2013
In the Money with Amber Kanwar
01/14/25 • 52 min
In our inaugural episode Eric Jackson, Founder & President of EMJ Capital joins Amber to talk all things tech, crypto and AI. He also answers your questions and explains why he’s so bullish on quantum computing. Plus, he offers his ‘Pro Picks’ his top three investment ideas which include quantum names and a beaten down growth play he says has big upside.
Timestamps
For detailed show notes, navigate using the timestamps below:
0:00-1:00: In the Money promo
1:00-11:00: Intro & about Eric
11:00-13:35: The current market tantrum
13:35-22:00: Eric explains why he’s so bullish on quantum computing
22:00-26:30: Eric discusses Jensen Huang’s comments on quantum
26:30-41:30: Eric answers questions on Nvidia, MicroStrategy, Opendoor, Carvana and Apple
41:30-51:00: Eric’s Pro Picks
51:00-52:00: Swag Giveaway & Goodbye
Sponsors
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
Follow Eric Jackson:
X: https://x.com/ericjackson?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor
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.
1 Listener
An Optimist's Guide to a Market Sell-Off
In the Money with Amber Kanwar
03/13/25 • 49 min
The market is in panic mode, are there opportunities to profit? In this episode of In The Money with Amber Kanwar, we dive into how the Optimist Fund is proving that bold, high-conviction investing can lead to massive returns—by taking advantage of volatile times. Jordan McNamee, founder of the fund, shares why betting on visionary CEOs and misunderstood stocks is his formula for success.
From Carvana’s explosive comeback to his top three stock picks that could double, triple, or even 4X, Jordan reveals the opportunities hiding in plain sight—and why most investors are missing them. He also breaks down how he turned a 50% loss into a huge win, why fear doesn't dictate his strategy, and what he’s seeing in the market right now.
If you’re looking for contrarian insights, high-growth investing strategies, and a fresh take on navigating uncertainty, this episode is for you.
🔔 Subscribe for more expert insights and investing strategies!
#StockMarket #Investing #GrowthStocks #HighConvictionInvesting #Carvana #Finance
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Show intro
02:00: Philosophy behind Optimist Fund
04:07: Jordan explains why macro doesn’t drive his investment decisions
05:08: Jordan goes through his returns and how he had to claw back from a big drop in 2022
07:32: Why Jordan makes concentrated bets
09:40: The importance of the CEO when it comes to buying a stock
11:20: Jordan explains who is backing his fund
12:50: Jordan explains why he doesn’t see another “2022” style pullback in tech
13:35: Mailbag questions
13:40: Why Uber can be a $1 trillion company
18:07: Jordan gives his thoughts on DoorDash
19:27: Jordan talks about why Revolve can quadruple
24:05: Jordan says he still likes Wayfair
27:50: Monday.com has big market share opportunity
30:55: Jordan is steering clear of Airbnb...for now
33:00: ProPicks
48:56: Thank you and goodbye
Sponsors
This episode is sponsored by BMO InvestorLine. Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future. Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
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.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLi...
Stocks Set to Win the Space Race
In the Money with Amber Kanwar
02/25/25 • 51 min
Investing in space isn’t just for billionaires like Elon Musk, Jeff Bezos and Richard Branson. Justus Parmar, CEO of Fortuna Investments tells In the Money with Amber Kanwar what stocks to buy for space investing. He gives us an in-depth look into this generation’s space race, suggests which stocks he thinks are set to rocket higher and tells us what names he would buy right now.
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Show intro
01:30: Is space investing just for billionaires?
5:25: What are the categories of space investing?
10:45: Why Justus hasn’t been up in space...yet
11:30: How did Justus get involved in space investing?
15:30: Why Justus remains a big fan of Elon Musk
18:45: In the Money Mailbag: What is Justus’s top space ETF pick?
23:00: Justus’s thoughts on Iridium Communications
26:30: Is there any hope for Virgin Galactic?
29:45: Justus’s thoughts on Boeing
36:20: Should you invest in Canada’s MDA Space?
41:05: Justus’s Pro Picks
51:00: Goodbye & coming up
Sponsors
Investing with confidence starts with knowledge. This episode is sponsored by BMO InvestorLine, which offers a wealth of educational resources through their Investment Learning Centre. Whether you're just starting out or looking to refine your strategies, the Learning Centre can help you make informed decisions. Combine that with their easy-to-use platform and commission-free ETF trading, and you'll be well on your way. Visit bmo.com/learningcentre?ecid=pr-2886232INV1-JNBMO18 to learn more.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
Follow Justus:
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.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
How to Ignore Tariffs and Make Money
In the Money with Amber Kanwar
02/04/25 • 44 min
Markets are getting whipsawed around by the threat of tariffs and uncertainty about whether they will actually happen. How do you invest in that environment? Barry Schwartz of Baskin Wealth says he is buying. On this episode of In the Money with Amber Kanwar, Barry explains how he can still invest despite the threat of tariffs, explains why he rarely owns stocks in Canada, and tells us what he's buying right now.
Recorded on: Monday February 3rd, 2025
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Show open with producer Jillian
1:15: Amber & Barry chat about trade war volatility, the U.S. vs Canada and why he’s buying
16:15: More on Trump’s tariffs
20:00: In the Money mailbag: Barry answers your questions on Adobe, Vail Resorts, Alphabet’s CDR, Canadian Pacific Kansas City, CCL Industries and Live Nation
34:30: Barry’s Pro Picks
44:00: Goodbye & coming up
Sponsors
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
Follow Barry:
X: https://x.com/BarrySchwartzBW
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
What Liberation Day Means for Your Money
In the Money with Amber Kanwar
04/03/25 • 72 min
The world is undergoing a seismic shift, and according to Daniel Dreyfus, Chief Investment Officer at Bornite Capital, we are in the midst of a major regime change that will redefine economies, industries, and financial markets. In this conversation, Dan explains why a new era of tariffs will be massively inflationary and why buying infrastructure and critical commodities will be the best way to protect your money. He says commodities are set to benefit, and suggests the price of gold could go as high as $4000 per ounce.
Dan explains how investors can position themselves before the market fully adjusts to this fundamental transformation and offers specific stocks to buy in order to get ahead, including names like Cheniere Energy, Talen Energy and Ivanhoe Mines.
This isn’t just another market cycle—this is a massive structural change. Don’t miss out on the opportunity to find out how you can profit.
Timestamps
00:00 Show intro
02:45 Dan on starting his fund in 2020
05:15 Dan says we’re entering a massive global regime change of tariffs and austerity and explains what can protect your money
11:15 Dan says gold could hit $4000
16:50 Why Dan views gold as a currency not a commodity- and why he thinks it’s the best one
19:45 ITM Mailbag: Does it make sense to buy, sell or hold South Bow Corp (SOBO.TO)?
29:00 What is holding Barrick Gold (ABX.TO) back?
36:15 Dan’s favourite gold stock (SKE.TO)
40:25 Dan’s thoughts on copper and does he like Teck Resources (TECK.B.TO)
46:30 Why Dan likes GFL Environmental (GFL.TO)
51:55 Dan’s Pro Picks
Sponsors
This episode is sponsored by BMO InvestorLine. If you’re a “Do It Yourself" investor, BMO InvestorLine Self-Directed is the perfect platform for you. With powerful tools and commission-free trading on over 100 ETFs, you’ll have everything you need to take control of your investments and build a portfolio that’s right for you. Learn more at https://bmo.com/InvestorLine?ecid=pr-2886232INV1-JNBMO14
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. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit https://ATB.com/inthemoney for more information.
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
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.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO Investo...
Investing So You Can Sleep at Night
In the Money with Amber Kanwar
02/06/25 • 47 min
The threat of a trade war and political uncertainty in Canada are enough to keep you up at night. In this episode of In the Money with Amber Kanwar, Martin Pelletier of Trivest Wealth tells us how investors can reduce risk. He talks about why it's important to preserve capital, not just grow it. He answers your questions and gives his best investing ideas for a portfolio that will allow you to rest easy.
Recorded on: Wednesday February 5th, 2025
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Show intro with Martin
1:10: Amber & Martin chat tariffs, Canadian politics and risk management
15:40: Martin answers two questions on Baytex Energy
21:45: Martin explains what a trade war with China means for stocks like Apple & Tesla
28:45: Martin answers a question on silver and $SILJ
30:30: Martin answers a question about the Canadian dollar and the outlook for Canadian stocks
35:00: Martin answers a question on how tariffs may affect mortgage rates
Sponsors
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
Follow Martin:
X: https://x.com/MPelletierCIO
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.
8 Unloved Stocks to Invest in Now
In the Money with Amber Kanwar
02/20/25 • 45 min
How can you tell which unloved stocks may be poised for a breakout? That’s one of Jamie Murray’s specialties. The president of The Murray Wealth Group talks to In the Money with Amber Kanwar about undervalued stocks poised for a big move, including some dividend payers. Plus he gives his Pro Picks, which are three stocks he says still offer value.
Recorded on: Wednesday February 19th, 2025
Timestamps
For detailed show notes, navigate using the timestamps below:
0:00: Show intro
1:30: Amber & Jamie chat tariff risk
4:00: What Jamie thinks about the risk-on mood
7:40: The ITM Mailbag
7:45: Jamie explains why he’s still long Aritzia
11:00: Jamie’s favourite Magnificent 7 name
14:10: Why Jamie agrees with Bill Ackman and likes Uber
16:40: Jamie answers a question on Northwest Healthcare Properties REIT
20:00: Why Jamie thinks there’s still a long-term story with Air Canada
24:10: Why CNQ is one of Jamie’s favourite energy plays
25:50: Why Jamie likes Canadian pipeline stocks
28:30: Jamie’s thoughts on Northland Power
30:00: Jamie’s favourite Canadian banking play
33:15: Jamie’s Pro Picks
44:20: Goodbye & Coming up
Sponsors
This episode is sponsored by BMO InvestorLine. We all want to make the most of our investments. That’s why BMO InvestorLine is here. Their easy-to-use platform, packed with tools, resource, and commission-free trading on over 100 popular ETFs, can help you trade with confidence and take control of your financial future. Learn more at https://bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit https://ATB.com/inthemoney for more information
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
Follow Jamie:
X: https://x.com/MWG_Jamie
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.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.
Buy Handbags Like You Buy Stocks
In the Money with Amber Kanwar
03/11/25 • 32 min
Think designer bags are just for the high-fashion crowd? Think again! In this episode of In the Money with Amber Kanwar, Maggie Adhami-Boynton, Founder & CEO of ShopThing, spills the secrets on how luxury bags from brands like Hermes, Chanel, and Louis Vuitton can be lucrative investments. She shares the hottest trends, answers your questions, and reveals 3 must-have bags that’ll have you looking stylish and making money later.
🔔 Subscribe for more expert investments and market insights!
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Show open
01:45: What is ShopThing and why did Maggie start the company?
5:00: ShopThing’s growth trajectory
7:30: Maggie’s advice to founders
9:00: Are there concerns about the luxury consumer?
9:50: Are handbags really a good investment? Do they go up in value?
12:40: ITM Mailbag: Is a Lady Dior bag a good investment? Will it hold its value?
14:30: Which Fendi Peekaboo would Maggie recommend?
15:30: Is Louis Vuitton making a comeback?
17:00: Have purse manufacturing standards changed amid consolidation in the industry?
18:30: Can more affordable luxury brands be investable?
22:00: Is it better to buy Chanel new or preloved?
24:15: Pro Picks: 3 Designer Bags Worth the Investment
Sponsors
This episode is sponsored by BMO InvestorLine. Investing can be intimidating, but it doesn’t have to be. With BMO InvestorLine, you have the tools and resources you need to make informed decisions and build a successful portfolio. Their easy-to-use platform, packed with research, tools, and commission-free trading on over 100 popular ETFs, can help you take control of your financial future.
Learn more at: bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
TikTok: https://www.tiktok.com/@inthemoneypod?lang=en
Follow Maggie: https://www.instagram.com/maggieadhami/?hl=en
Follow ShopThing: https://www.instagram.com/shopthing/
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.
BMO DISCLAIMER
Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization.
The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation ...
Why American Investor Cole Smead Loves Canadian Energy Stocks
In the Money with Amber Kanwar
03/18/25 • 76 min
American investor Cole Smead joins Amber Kanwar to break down why he's so bullish on Canadian oil stocks. Smead argues that Canadian energy stocks are some of the best investments in today's market - even amid fears over a trade war between the U.S. and Canada. In fact, he suggests now could be the second-best time in the past two decades to invest in this space.
We dive into why Smead prefers Canadian over U.S. energy stocks, how tariffs may impact Canadian oil and why he’s not worried and find out the top 3 Canadian energy names he's buying right now.
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Show intro
01:40: Why American investor Cole Smead loves Canadian oil stocks
4:40: When did Cole start looking at the Canadian energy sector and why he thinks this is the near best time in the past two decades to invest in the space
9:50: Why is Cole so bullish on oil stocks when things don't appear favourable for the sector
14:10: The new sweet spot in this era and why Cole does not like dividends
17:30: Cole offers his thoughts on why capex spending is not necessarily the right thing for these companies
20:50: Will M&A heat up and will foreign investors make a return?
23:20: Cole’s view on U.S. energy stocks vs. Canadian right now
24:20: Why Cole doesn’t care about tariffs
28:45: What does Mark Carney mean for the Canadian energy sector?
32:45: In the Money Mailbag: What does Cole think about the Whitecap-Veren merger?
39:35: Cole’s thoughts on Baytex Energy
42:15: Does Cole like Imperial Oil and would he continue to hold at these levels?
47:20: Ask the American ‘Eric Nuttall’ what he thinks about Tamarack Valley Energy?
49:45: Cole’s thoughts on Greenfire Resources since Fairfax Financial holds a large position
55:00: Would Cole buy the dip in CNQ?
57:30: Is Couche-Tard’s Seven & i deal good for shareholders?
1:02:40: Cole’s Pro Picks
1:15:50: Coming up & goodbye
Sponsors
This episode is sponsored by BMO InvestorLine. You’re going to hear about some interesting stock ideas on this podcast. To help you research and potentially act on those ideas, consider BMO InvestorLine. Their platform provides the resources you need to analyze potential investments, with the valuable tools and research you need when exploring the market. Plus, you’ll find the BMO Investment Learning Centre with educational courses and videos empowering you to make informed decisions. Learn how you can earn up to $3,500 cash back when you open a new account at bmo.com/onlineinvesting?ecid=pr-2886232INV1-JNBMO16
For over 25 years, Raymond James has been helping Canadians achieve their financial goals. They are Canada's largest independent financial services firm with over 520 dedicated advisors, $88 billion in assets under management, and capital markets services. With no proprietary product to push, their advisors are free to focus on the unique needs of their clients. Whether you are saving for your children’s education, preparing for retirement, or safeguarding wealth for future generations, Raymond James is committed to guiding you every step of the way. Visit raymondjames.ca today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
Links
Follow In the Money:
Visit the website: https://inthemoneypod.com/
Submit a question: [email protected]
Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en
Facebook: https://www.facebook.com/profile.php?id=61569721774740
Twitter/X: https://twitter.com/inthemoneypod
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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 ...
When Crisis Creates Opportunity
In the Money with Amber Kanwar
01/23/25 • 54 min
There is no shortage of uncertainty for the market but John Zechner & Frances Horodelski think 2025 could be a good year for Canadian stocks. On this episode of In the Money with Amber Kanwar, Amber gets two of her all-time favourite guests together to discuss where investors can find opportunities amidst tariff woes and slumping economic performance in Canada. John and Frances answer your questions and the interview caps off with John’s top three investment ideas.
Timestamps
For detailed show notes, navigate using the timestamps below:
00:00: Show Intro
1:10: Amber chats with two of her all-time favourite guests
11:30: In the Money Mailbag: John & Frances answer your questions on energy stocks, BCE, Lightspeed, Laurentian Bank, U.S. banks, Netflix and United Health
46:40: John Zechner’s Pro Picks
52:40: Swag giveaway & coming up
Sponsors
Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more information
Links
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Follow John: https://x.com/jzechner56
Follow Frances and subscribe to her blog: https://x.com/fhoro, https://franceshorodelski.com/
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.
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FAQ
How many episodes does In the Money with Amber Kanwar have?
In the Money with Amber Kanwar currently has 27 episodes available.
What topics does In the Money with Amber Kanwar cover?
The podcast is about Management, Investing, Portfolio, Podcasts, Business, Stocks and Market.
What is the most popular episode on In the Money with Amber Kanwar?
The episode title 'Quantum is like Bitcoin in 2013' is the most popular.
What is the average episode length on In the Money with Amber Kanwar?
The average episode length on In the Money with Amber Kanwar is 49 minutes.
How often are episodes of In the Money with Amber Kanwar released?
Episodes of In the Money with Amber Kanwar are typically released every 2 days.
When was the first episode of In the Money with Amber Kanwar?
The first episode of In the Money with Amber Kanwar was released on Jan 14, 2025.
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