On the Money with Dynamic

Finding future market leaders to invest in requires rigorous bottom-up analysis, but you can’t ignore top-down considerations. In this episode of the podcast, David Fingold joins Michael Hainsworth to discuss investment process—finding great businesses at good prices and considering the macro view.

ETFs started as a simple, low-cost way to track major indexes. But today’s ETF landscape is anything but simple. Peter Tomiuk joins Michael Hainsworth to explore how ETFs have evolved from basic index trackers into a spectrum of strategies spanning market cap, rules-based and fully active approaches—and why that shift is changing how investors think about portfolios, performance and the role of ac...

Bonds are not supposed to be exciting. They are supposed to do a job. And after years of near-zero yields, investors are finally being paid for that job again. Rose Devli joins Michael Hainsworth to discuss the current state of bond markets, the role bonds play in modern portfolios and the need for thoughtful, active fixed income management. 

Estate planning is about building a plan that survives real life: family dynamics, tax consequences, incapacity, business succession, and the assumptions people make without knowing. Alyssa Mitha joins the podcast to discuss why you can’t rely on A.I. for estate matters and why estate planning needs to be tailored and more specialized than most realize.

Should we treat digital assets as form of alternative investing? Should it be considered a strategic building block? Or is it all speculation? Pascal St-Jean joins Michael Hainsworth on the podcast to discuss the relevance of digital assets and the role it can play in a modern investment portfolio. 

With technology removing investing barriers and providing more access to information than ever before, some investors are behaving more like bettors than investors, chasing price moves rather than underlying value. Jason Gibbs joins Michael Hainsworth on the podcast to discuss what disciplined investors should really focus on.

Market volatility has risen, commodities are driving inflation expectations and fixed income is adjusting in real time. Roger Rouleau joins Michael Hainsworth on the podcast to discuss the current state of fixed income and the new playbook to successfully manage the asset class going forward.

As companies stay private longer and entire industries grow outside of stock exchanges, public markets are a shrinking slice of the global investment opportunity set. Byron Monaghan joins Michael Hainsworth to discuss why private assets are becoming an increasingly important way to access growth, income and diversification.

Retirement risk is no longer just about saving enough. It’s about income sustainability in a world where people are living longer and costs keep rising. Daryl Diamond and Craig Maddock join the podcast to discuss portfolio longevity and income sustainability even during times of increased market volatility.

Energy geopolitics is back on front page news, and oil supply is being called into question. Portfolio Manager Jennifer Stevenson joins host Michael Hainsworth to discuss the current state of the energy sector and potential opportunities.

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 t...

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 m...

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 strategi...

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...

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...

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.

Vice President & Senior Portfolio Manager Tom Dicker and Vice President & Portfolio Manager Jeremy Lucas unpack the current North American credit markets, tackling pressing questions about inflation and recession. They discuss how strong corporate fundamentals and tight credit valuations are shaping investment opportunities.