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In the Money with Amber Kanwar

In the Money with Amber Kanwar

Von: Amber Kanwar
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 In the Money with Amber Kanwar brings you actionable ideas from top money managers to help you make profitable decisions. As one of Canada’s most recognizable business journalists and the former host of BNN Bloomberg’s Market Call, join Amber as her guests answer your questions on individual stocks and offer their best investment ideas.© 2026 Amber Kanwar Management & Leadership Persönliche Finanzen Ökonomie
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  • Carney's New World Order: What That Means for Investors With David Picton the Head of Canada's Largest Hedge Fund

    Carney's New World Order: What That Means for Investors With David Picton the Head of Canada's Largest Hedge Fund
    Jan 22 2026

    Prime Minister Mark Carney declared a new world order at Davos this week, what does that mean for your money? In this episode of In the Money with Amber Kanwar, Amber sits down with David Picton, CEO of PICTON Investments, Canada’s largest hedge fund, to unpack what a shifting global order means for investors.

    From the breakdown of the traditional 60/40 portfolio to the growing role of alternatives, Picton argues that investors are navigating a fundamentally different market regime. He explains why stocks and bonds no longer provide the diversification they once did, how inflation and massive fiscal spending are changing correlations, and why portfolio construction now matters as much as individual security selection. Picton outlines a He outlines his firm’s 40/30/30 framework blending equities, bonds, and alternatives for a more flexible, total-portfolio approach that treats assets as return streams rather than rigid categories — an evolution he believes is essential as volatility, policy uncertainty, and global fragmentation reshape markets.

    In Pro Picks, Picton highlights Rocket Companies (RKT) as a high-conviction idea that reflects his firm’s framework. He explains why Rocket’s scale, data advantage, and aggressive use of AI position it to benefit from consolidation in the U.S. mortgage market, especially as refinancing activity eventually returns and housing affordability becomes a political priority. As a bonus, Picton also discusses why his firm is increasingly cautious on big-cap technology, arguing that the easy phase of the AI trade is over and that selective short exposure may now play a role as winners and losers begin to separate.

    Timestamps
    00:00 Show Trailer

    02:00 Intro
    05:50 David Picton’s early journey
    07:25 Picton’s total portfolio approach and the importance of alternatives
    12:00 60/40 doesn’t work anymore, Picton’s is 40/30/30
    13:50 A new world order and new world investing order
    15:50 The reality of being a hedge fund manager
    17:30 Expect a broadening of the rally
    20:00 Picton’s investing outlook for 2026
    25:10 Watching the bond market and where do investors go for a return?
    27:20 Gold & gold stocks
    32:00 Energy & energy stocks

    33:15 Using hedging strategies
    35:20 Maybe there is some method to Trump’s madness

    37:00 The sell America trade

    40:00 More on Picton’s alternative strategy
    43:20 The real estate question
    44:40: Picton’s Pro Picks (RKT + bonus)


    Sponsors
    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. Visit https://ATB.com/inthemoney for more information

    Links

    https://inthemoneypod.com/

    https://instagram.com/inthemoneypod

    https://facebook.com/profile.php?id=61569721774740

    https://twitter.com/inthemoneypod

    https://tiktok.com/@inthemoneypod

    questions@inthemoneypod.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.

    In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.


    Contact: questions@inthemoneypod.com


    #IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews
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    54 Min.
  • EQB CEO on Whether Canada’s Smallest Bank Can Challenge the Status Quo

    EQB CEO on Whether Canada’s Smallest Bank Can Challenge the Status Quo
    Jan 20 2026
    EQB was the worst-performing bank stock last year. A housing slowdown, a spike in provisions for credit losses, and the sudden passing of longtime CEO Andrew Moor left investors with a lot to digest. But in the banking sector, there’s an old market adage — “worst will be first” — the idea that last year’s laggard often leads the group in the following year. On this episode of In the Money with Amber Kanwar, Amber sits down with Chadwick Westlake, the new President & CEO of EQB. Westlake opens up about stepping into leadership during a moment of crisis, stabilizing the business, and resetting focus at a disruptive Canadian financial institution. Westlake explains what it truly means to be Canada’s Challenger Bank — from lending to self-employed Canadians, newcomers and entrepreneurs to taking a loan-by-loan approach to risk in a housing market which many investors fear is a systemic problem. Amber presses on the “mortgage cliff” of 2026, provisions for credit losses, and what EQB is modeling for unemployment and consumer strain. Chadwick outlines why the bank expects more volatility, why he sees cautious reasons for optimism later in 2026, and why EQB believes it’s positioned to navigate renewals differently with an average mortgage duration closer to two years. Then comes the blockbuster: EQB’s transformational deal to acquire PC Financial and become the exclusive financial partner of PC Optimum — a move that brings millions of Canadians into EQB’s ecosystem and reshapes the future of competition in Canadian banking. Westlake explains why scale matters, why challenger banks need urgency rather than complacency, and how this deal positions EQB to challenge the status quo. The conversation also digs into valuation, buybacks, and ownership concentration and what all that means for decision making and accountability. Finally, Westlake shares his candid views on Canada itself — arguing that the country needs to move faster and take greater ownership of its economic future. He speaks about productivity, competitiveness, and why Canadian businesses and policymakers must act with more urgency in a rapidly changing global environment. For Westlake, building a stronger challenger bank is inseparable from building a stronger Canada — one that competes, innovates, and backs its own talent with conviction.Timestamps00:00 Show trailer 02:00 Intro 04:20 What does it mean to be a challenger bank?07:30 Why Chadwick took the CEO role after the death of longtime CEO Andrew Moor 10:40 What was going wrong in 2025 as he stepped into the role?13:20 Chadwick on the housing market 16:20 Does Canada have a systemic housing problem?18:30 Skepticism about the EQB strategy21:00 What EQB look like in 5 years?23:00 EQB has modelled for more pain24:30 Why the mortgage renewal cliff doesn’t impact EQB and losses tied to housing26:10 What does lower immigration mean for growth? 28:00 EQB’s deal with PC Financial 32:30 Question marks surrounding the deal36:10 EQB’s word for 2026: Reimagine 38:30 What does it mean for EQB’s risk profile?40:30 EQB’s structure, decision making and accountability43:00 Does the deal change EQB’s profile as a takeover target?45:10 What can EQB do in wealth that isn’t already being done? 47:00 Canada needs to take hold of its destiny and fast SponsorsFor 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. Visit https://ATB.com/inthemoney for more informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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.In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.Contact: questions@inthemoneypod.com#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews.
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    53 Min.
  • If You Only Listen to One Stock Interview This Week, Make It This One

    If You Only Listen to One Stock Interview This Week, Make It This One
    Jan 15 2026
    David Burrows is back — and he’s bringing receipts. When he joined In the Money with Amber Kanwar last year, his call that Canada would behave more like a global market than a U.S. tech-heavy one went viral… and then it played out. Now, the Chairman & CIO of Barometer Capital Management, returns with the same message, only louder: the market is shifting — and the forces driving the new leadership are getting stronger. Burrows explains why investors may need to look beyond the familiar tech trade, and why commodities, financials, defence, and selective international exposure are increasingly doing the heavy lifting as we head deeper into 2026.In the Mailbag, Burrows goes stock-by-stock across a packed lineup. He starts with JP Morgan (JPM), explaining why he still sees it as the best house in a financials-led neighborhood, then tackles TD (TD) after its massive run and why he’s wary of second-guessing a bull market in banks. From there, he goes global with Banco Santander (SAN), breaking down why it’s become a core holding and what investors miss when they only focus on the Canadian Big Five. He then digs into defence — including Kratos (KTOS) and AeroVironment (AVAV) — along with broader exposure through ETFs like iShares U.S. Aerospace & Defense ETF (ITA), Invesco Aerospace & Defense ETF (PPA), and iShares European Defence ETF (EUAD). In industrials, he weighs in on Canadian Pacific Kansas City (CP) and CN Rail (CN), plus Canadian names like Aecon (ARE) and TFI International (TFII), and explains why “broken charts” can remain traps without a true trend reversal. He also touches on mega-cap tech exposure through holdings like Alphabet (GOOGL), NVIDIA (NVDA), Broadcom (AVGO), and Lam Research (LRCX), before pivoting to healthcare’s improving breadth via the SPDR S&P Biotech ETF (XBI), leaders like Eli Lilly (LLY), and renewed momentum in Moderna (MRNA). He closes the mailbag with commodities, discussing Alamos Gold (AGI) and M&A chatter in miners Glencore (GLEN) and Rio Tinto (RIO), and why these cycles often last longer than investors expect.In Pro Picks, Burrows revisits ideas that have already delivered — including JP Morgan (JPM), Fairfax Financial (FFH), and Agnico Eagle (AEM) — and explains why big gains don’t automatically mean it’s time to sell in a structural bull market. He then delivers a commodity-heavy set of high-conviction picks built for what he sees as the next phase of leadership: Hudbay Minerals (HBM) as a way to play tightening copper supply, Wheaton Precious Metals (WPM) for lower-volatility precious-metals exposure with silver leverage, and Headwater Exploration (HWX) as a low-cost way to position for energy catching a stronger bid. If last year was the preview, Burrows argues this year is the confirmation — the market’s centre of gravity is moving, and investors who adapt early can still be ahead of the crowd.Timestamps00:00 intro03:05 David’s viral clip on Canada05:00 What’s going to outperform in 2026? What are the right neighbourhoods?07:40 David’s approach and how he recognized the market shift11:00 Does this mean the Magnificent 7 is dead? 13:15 Venezuela fear14:50 Trump’s threat on the Fed 16:30 Is the sell America trade alive in 2026?17:50 Does each notch of uncertainty further embolden gold?19:10 Do financials still have leadership?21:35 ITM Mailbag: JP Morgan stock (JPM)24:35 TD Bank stock (TD)29:00 Banco Santander stock (SAN)32:00 Defence stocks (KTOS, AVAV) 36:05 CP Rail & CN Rail stocks (CP, CNR) 37:20 Aecon stock (ARE.TO)38:30 TFI International stock(TFII) 41:10 Healthcare stocks (LLY, MDNA)43:05 Alamos Gold (AGI) 45:10 Glencore/Rio-Tinto rumour (GLEN.LON, RIO.LON)46:40 David’s Past & Pro Picks (JPM, FFH, AEM, WPM, HWX)58:30 Why is CNQ underperforming? SponsorsFor 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.With tools like the ETF Compare Tool and Market Insights, you can easily identify ETFs that hold your favourite stocks, match your risk tolerance, and align with your investment goals. To explore these tools, head to https://www.bmoetfs.com and check out the Tools section.Pro Picks is brought to you by ATB Financial. Visit https://ATB.com/inthemoney for more informationLinkshttps://inthemoneypod.com/ https://instagram.com/inthemoneypodhttps://facebook.com/profile.php?id=61569721774740 https://twitter.com/inthemoneypod https://tiktok.com/@inthemoneypodquestions@inthemoneypod.comDISCLAIMERS 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 ...
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    1 Std. und 2 Min.
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