In the Money with Amber Kanwar

Adam Waterous thinks the Canadian energy sector is the most compelling opportunity in North America—and he’s putting his money where his mouth is. On this special episode of In the Money with Amber Kanwar, we’ve got a special on-location Calgary Stampede edition hosted by ATB Financial. Amber sits down with the CEO of the Waterous Energy Fund in front of a live audience to unpack Strathcona’s mult...

Are commodities entering a stealth bull market ? In this episode of In the Money with Amber Kanwar , portfolio manager Bob Thompson makes the case for why investors should look beyond tech and get serious about the next major cycle: commodities. Bob explains why gold, copper, uranium, and fertilizer stocks are poised for long-term outperformance and why we may already be in a commodity bull market...

Is it time to rotate back into U.S. equities? Sadiq Adatia, Chief Investment Officer at BMO Global Asset Management, oversees $75 billion in direct assets—and he's making bold moves. In this episode, Sadiq reveals why he’s gone overweight U.S. stocks again, what’s changed in his view on gold, and why Canadian markets might deserve a second look. We cover everything from tariffs and interest rates...

What did two summers as a prison guard teach John Ewing about shareholder activism? A lot, it turns out. Before co-founding Ewing Morris Investment Partners, Ewing learned how to stay calm under pressure, exert influence without force, and solve problems without escalating conflict. In this episode of In the Money with Amber Kanwar , he explains how those early lessons shaped his low-drama, high-c...

Is the market's resilience a sign of strength—or just an illusion driven by a handful of tech giants? On this episode of In the Money with Amber Kanwar , JoAnne Feeney, Partner & Portfolio Manager at Advisors Capital Management, unpacks what’s really going on beneath the surface of the S&P 500. From interest rates and inflation to tariffs and global instability, she explains why valuations...

Would you trust AI to pick your investments? On this episode of In the Money with Amber Kanwar we sit down with Noah Solomon, CEO of Outcome Metric Asset Management, to unpack how he developed an artificial intelligence program to systematically pick Canadian dividend-paying stocks. With a track record of beating the index by 2,500 basis points net of fees, Noah breaks down what makes his model so...

Veteran strategist Brian Belski joins Amber Kanwar with his trademark optimism—and a dose of contrarian thinking. From his infamous 2007 “sell financials” call to his current view that U.S. stocks are still in a long-term bull market, Belski  breaks down why fundamentals still matter, why he’s not buying into the hype around low valuations in Europe, and why he believes U.S. exceptionalism is aliv...

In this episode of In the Money with Amber Kanwar , CI Global Asset Management’s Peter Hofstra shares why he believes the worst of tech sector volatility is behind us and why he remains optimistic on AI. He points to strong and steady spending in the space as a sign that fundamentals are intact, even as market sentiment swings. While he uses puts to manage risk when valuations run high, Hofstra ma...

Cole Smead is back—and doubling down. The outspoken U.S. fund manager returns to In the Money with Amber Kanwar to explain why he's still bullish on Canadian energy stocks despite investor apathy, volatile oil prices, and political headwinds. He breaks down the major disconnect between market perception and industry fundamentals, explains why Canadian oil stocks are "a buy across the board," and u...

Veteran investor Ross Healy has been navigating markets for 60 years — and right now, he’s sounding the alarm. In this episode of In the Money with Amber Kanwar , Ross explains why he believes U.S. stocks are dangerously overvalued and could be facing a major correction. He draws unsettling parallels to past bubbles, including the 2000 tech crash, and warns that the S&P 500 could fall by more...

In this episode of In the Money with Amber Kanwar , investor Daniel Lewis, founder of Orange Capital, reflects on his journey from billion-dollar hedge fund manager to nimble, independent investor building a concentrated portfolio of distressed bets and ‘orphaned’ stocks everyone else is missing.  Lewis shares how he built his reputation by diving headfirst into some of the most controversial and...

On this episode of In the Money with Amber Kanwar, Amber sits down with Josh Young, founder of Bison Interests, for a sharp, high-conviction conversation on the state of oil and gas investing. Based in Houston, Texas, Josh is a U.S. energy investor with a soft spot for Canadian oil and gas names. From small-cap bargains to activist shakeups, mergers, and Josh’s contrarian take on the oil cycle—thi...

Are U.S. stocks too expensive? Not necessarily, says Stan Wong. In this episode of In the Money with Amber Kanwar , he explains how the S&P 500’s valuation is skewed by tech, and why sectors like healthcare, industrials, and financials still offer compelling opportunities for selective investors. Stan and Amber break down the TSX’s recent surge, driven by gold and financials, and debate whethe...

Veteran investor Dennis Mitchell of Starlight Capital shares nearly 20 years of hard-earned insights into real estate investing—debunking myths, unpacking market fundamentals, and explaining why there is potential for serious upside in the REIT sector—if you have the discipline to wait. In this episode of In the Money with Amber Kanwar , Dennis lays out his investing playbook: focus on recurring c...

In this episode of In the Money with Amber Kanwar , we explore the often-overlooked world of small cap investing with David Barr, CEO of PenderFund. A seasoned investor since 2009, David explains why he remains committed to the space despite its volatility—and why it could be a hidden opportunity for patient investors. He unpacks the regulatory and structural shifts that have drained capital from...

Market swings? Tariffs? Recession fears? Richard Fogler doesn’t flinch. In this episode of In the Money with Amber Kanwar , Amber sits down with the cool-headed CIO of Kingwest & Company to unpack his no-nonsense investing strategy: buy great businesses at a discount—and hold. Fogler breaks down what he looks for in a company: resilience, unrecognized potential, and a clear path to value being...

In this episode of In the Money with Amber Kanwar, Amber sits down with Brent Joyce, Chief Investment Strategist and Managing Director at BMO Private Investment Counsel, who oversees $50 billion in assets. They unpack the recent market volatility, driven largely by tariffs, and explore what investors need to know in a rapidly shifting macro landscape. Brent explains why sharp market corrections—li...

In this episode of In the Money with Amber Kanwar top tech investor Dan Niles warns that the market could drop as much as 50%, just like during the dot-com bust and the global financial crisis. He unpacks the major risks that investors aren’t paying enough attention to like AI over exuberance and demand being pulled forward as a result of Trump’s trade war, while drawing parallels to some of the w...

In this episode of In the Money with Amber Kanwar, Amber sits down with Mike Vinokur of Propellus Wealth Partners which is part of iA Private Wealth, who’s taking a rare and defensive stance: holding a staggering 37% of his equity portfolio in cash . In a world where investors chase returns and FOMO dominates market behaviour, why is this seasoned money manager pumping the brakes? Mike unpacks the...

Are you making these critical mistakes in your portfolio? In this episode of In the Money with Amber Kanwar , renowned investor and author Meb Faber breaks down what most investors get wrong—and what to do instead. Meb dives deep into the three investing pillars he believes will define the next era: global diversification, value investing, and trend following . He explains why most investors are o...

In this special episode, we unpack what a Mark Carney-led Liberal minority means for Canadian investors — from markets and monetary policy to energy and geopolitical strategy. First, Frances Horodelski kicks off with a sharp overview of how the political shift is landing with Bay Street and what the new government signals for confidence and capital markets. Then, Jim Thorne of Wellington-Altus div...

How does one of Bay Street’s top fund managers consistently deliver 15% annualized returns while navigating controversy and volatility? In this episode of In the Money with Amber Kanwar , Moez Kassam, Chief Investment Officer & Founder of Anson Funds, shares the secrets behind his success—from finding catalysts in overlooked markets to using activism to unlock value. Moez breaks down why he av...

Are Canadian stocks finally having their moment? In this episode of In the Money with Amber Kanwar, Garey Aitken, Head of Canadian Equities at Franklin Templeton’s ClearBridge Investments, breaks down the "sell America, buy Canada" trend, explains why the U.S. is losing some of its exceptionalism, and gives his take on whether this shift is short-lived or part of a longer-term rebalancing in globa...

Markets are swinging wildly, but are investors overreacting? In this episode of In the Money with Amber Kanwar , seasoned portfolio manager Liz Miller of Summit Place Financial Advisors shares how she’s navigating market uncertainty—from surging tariffs and Fed drama to stock-specific opportunities. Liz explains why corporate earnings are murky, why the Fed’s influence may be fading, and how tarif...

When markets are in turmoil, investors traditionally flock to healthcare for stability — but what happens when healthcare itself is a flashpoint for volatility? In this episode of In the Money with Amber Kanwar Robert Moffat of Middlefield joins to unpack the biggest headwinds facing the sector right now. From the controversial appointment of RFK Jr. to looming drug tariffs, Rob dives deep into th...