In the Money with Amber Kanwar

The market may be laser-focused on Donald Trump’s trade war but James Davolos of Horizon Kinetics says tariffs or not, the tide is turning — and savvy investors should be paying attention. In this wide-ranging conversation, Davolos breaks down why we're leaving behind the "golden era" of ultra-low interest rates, globalization, and free capital, and entering a new investing regime marked by inflat...

In just one week, we went from the edge of a global trade war to a 90-day truce—and the markets are feeling every twist and turn. One post on Truth Social was all it took for Donald Trump to send the Dow soaring nearly 3,000 points in its biggest rally since 2008... while simultaneously tightening tariffs on China. Chaos? Absolutely. End in sight? Not even close. On today’s show, Amber brings in t...

Markets are in meltdown mode — but Waratah Capital’s Jeannine LiChong says this isn’t the bottom . In this episode of In the Money with Amber Kanwar , veteran fund manager Jeannine shares her strategy for navigating extreme market volatility, tariff uncertainty, and looming recession risks. With experience managing money through the 2008 financial crisis and the COVID market crash, Jeannine explai...

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 p...

Donald Trump’s trade war has investors on edge, but could this market sell-off be a golden opportunity? Dan Rohinton, VP & Portfolio Manager at iA Global Asset Management, breaks down why now is the time to step back, block out the noise, and buy into world-class companies at a discount. He’s a proud Canadian but says never count out the U.S. and tells us why some of the best investment opport...

Small-cap stocks may be off to a rough start in 2025, but last year they helped Jordan Zinberg, President & CEO of Bedford Park Capital, deliver a remarkable 60% return. Known for his disciplined approach to stock picking and long-term investing, Zinberg is willing to take on short-term downside risk for the potential of outsized gains.  In this episode of In the Money with Amber Kanwar , we d...

Stocks may be falling but Rebecca Teltscher, portfolio manager at Newhaven Asset Management’s portfolio is up, proving that her long-term, fundamentals driven approach is working. Rather than chasing short-term trends, she focuses on defensive investments—companies that provide critical infrastructure and offer long-term stability by prioritizing dividends. She says Donald Trump’s trade war means...

U.S. stocks have been underperforming since Donald Trump was sworn in as President in January but James Cook, Portfolio Manager at Matco says he’s not ready to give up on American equities just yet. Still, the global fund manager also thinks there’s opportunity outside of the U.S., specifically in markets like Japan - where Warren Buffet is doubling down- and Europe- where defense spending is on t...

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 Can...

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 Car...

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 lo...

Everything you thought you knew about the stock market is changing. David Burrows, Chairman & CIO of Barometer Capital Management tells In the Money with Amber Kanwar it's time to end the love affair with the MAG 7 tech giants, as he predicts that tech will no longer lead the market. He also shares why we've reached the end of U.S. market exceptionalism—and why that's a good thing for Canadian...

Ignore the noise—focus on great businesses! That’s the core investment philosophy of Paul Harris, Portfolio Manager at Harris Douglas Asset Management. In this episode of In the Money with Amber Kanwar , Paul breaks down why holding high-quality companies for the long term is the best way to generate strong returns. But finding those businesses? That’s the real challenge.  Tune in as Paul reveals...

Canadian real estate stocks have struggled over the past 3 years but Dean Orrico, President & CEO of Middlefield believes there’s never been a better time to invest in the sector. He explains why the Canadian REIT stocks are a better buy than American ones and reveals his top 3 stocks to buy right now. Timestamps  For detailed show notes, navigate using the timestamps below: 00:00: Show intro...

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...

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 Timest...

Dividend investing isn't just about telecoms and utilities. In this episode we talk to Evan Mancer, president & CIO of Cardinal Capital Management about stocks that don't just pay a dividend but are growing their dividend. He tells In the Money with Amber Kanwar why he likes ‘boring’ dividend paying stocks, why he started to dabble in activism and names three great stocks to buy now.  #stocks...

Tech stocks have come under pressure recently but this isn't the start of a bust, says veteran tech investor Ross Gerber of Gerber Kawasaki. He joined In the Money with Amber Kanwar and says we are in a tech boom, not a bubble. He shares his battle scars from the 2000s, tells us why he’s been selling Tesla and names his best ideas right now.  Recorded on: Wednesday February 12th, 2025 Timestamps ...

Whether you've invested in crypto or never touched it, this episode is for you. Matt Hougan of Bitwise joins In the Money with Amber Kanwar to talk about what drew him from traditional finance to crypto. He explains why he thinks Bitcoin can hit $200,000, he tells us what he's buying, and what he wouldn't touch with a 10-foot pole. Recorded on: Monday February 10th, 2025 Timestamps  For detailed s...

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 res...

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 b...

Is Nvidia this era’s Cisco? Mark Sebastian, Founder of the Option Pit, gives a history lesson on tech and reminds us why it’s important to remember what happened during the dotcom bubble. In this interview on In the Money with Amber Kanwar he reveals some of his contrarian ideas and suggests some unloved stocks that he thinks are worth a look, specifically a couple of turnaround plays he’s putting...

Chinese AI startup DeepSeek sparked a massive tech sell-off after unveiling an artificial intelligence chatbot that it says uses much cheaper chips. The revelation raised big concerns about chipmaker valuations, specifically that of AI darling Nvidia which saw roughly $600 billion wiped from its market cap. The plunge in Nvidia accounts for more than half of the overall $1 trillion tech wreck. But...

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 que...

The price of oil is up, but Canadian energy stocks have been weighed down by the threat of tariffs. Prominent oil & gas investor Eric Nuttall thinks uncertainty over a trade war is creating massive opportunities in the Canadian energy sector. In this interview with Amber he explains why he remains bullish, answers your questions and tells us what he’s buying (and selling).  Timestamps  For det...