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Canadian banks may no longer be about stock price growth, but they offer durability, discipline and dividends through times of uncertainty. Portfolio Manager Nick Stogdill joins host Michael Hainsworth to discuss opportunities in the Canadian banking sector.

Markets have priced-in a future where A.I. transforms productivity and profits. Senior Portfolio Manager Tom Dicker joins the podcast to discuss opportunities in the current market environment and how to protect capital.

While U.S. equities hog the limelight, Portfolio Managers Don Simpson and Eric Mencke join Host Michael Hainsworth to discuss why Canada still makes sense in a long-term investment portfolio.

With 2025 coming to an end and the new year just around the corner, Chief Investment Strategist Myles Zyblock joins Host Michael Hainsworth to unpack the winners and losers of 2025, and what 2026 has in store.

While recent inflationary pressures have eased, the need to preserve purchasing power in retirement has not. In this episode, Host Michael Hainsworth is joined by Chief Retirement Income Specialist Daryl Diamond to discuss inflation resilient retirement income.

With U.S. equities becoming increasingly concentrated in mega cap names, there is an opportunity abroad. However, it’s not just about diversifying one’s portfolio—join Host Michael Hainsworth and Portfolio Manager Peter Rozenberg as they discuss the opportunity and risks of international investing. 

With the low interest rate and yield environment—40 years in the making—likely behind us, bond markets and investment considerations have shifted. Join host Michael Hainsworth and Senior Portfolio Manager Romas Budd as they unpack the evolving fixed income market and the need to recalibrate your approach to bond investing.

With stubborn inflation, growing deficits and ongoing uncertainty, gold is at new all-time highs, begging the question if gold is a relic or an insurance policy. In this episode, Michael Hainsworth, Robert Cohen and Emily Griffiths unpack the often-misunderstood world of gold and the companies that pull it out of the ground.

Canada launched the world’s first ETF over 30 years ago, sparking a debate that still rages today: active vs. passive investing. With heavyweight A.I. and tech-related stocks making up a large chunk of the market, indexes might not be as diverse as before. In this episode, Michael Hainsworth, Alan Green and Clare Gray unpack the state of passive ETFs in the current market environment and discuss the hidden risks in indexing and how an active approach can help.

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 capital spending is booming, returns are still lagging. Plus, Michael shares a compelling lesson on compound interest—why starting early can quietly build a powerful financial future.

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. Featuring Myles Zyblock, Chief Investment Strategist at Dynamic, this episode dives into how market sentiment shapes strategy and how investors are navigating an environment where traditional playbooks may no longer apply.

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 Exchange Conferences and the key emerging themes.  They discuss the evolving landscape of ETFs, including the growing momentum of actively managed ETFs and the shifting focus from passive to active strategies. With the ETF industry surpassing $10 trillion in assets, these industry leaders provide insights on the future of ETFs and the opportunities ahead!

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 consumer spending, corporate capital expenditures, and the potential for a slowdown or recession. They examine how these factors intertwine with tariffs and the implications as bond yields rallying and risk assets selling off, they provide insights and strategies to help you navigate this complex landscape of fluctuating policies and geopolitical tensions.

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 imbalances and discuss the potential impacts of the Trump administration’s policy agenda and tariffs. They also see a positive outlook for natural gas, driven by growing liquefied natural gas demand, and the impact of reshoring and industrial growth on energy needs.

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 debt levels. He discusses the current tariff landscape and its anticipated resolution, as well as how ongoing inflationary policies in Canada and the U.S. bolster the case for gold investment.