Episodios

  • How gambling culture infiltrated investing

    How gambling culture infiltrated investing
    Apr 9 2026
    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.
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    26 m
  • Fixed Income Isn’t Fixed: Navigating rates, credit and liquidity

    Fixed Income Isn’t Fixed: Navigating rates, credit and liquidity
    Mar 26 2026
    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.
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    26 m
  • Why stocks and bonds aren’t enough

    Why stocks and bonds aren’t enough
    Mar 12 2026
    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.
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    25 m
  • Re-envisioning Retirement Income

    Re-envisioning Retirement Income
    Feb 26 2026
    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.
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    25 m
  • Venezuela won’t crash oil

    Venezuela won’t crash oil
    Feb 12 2026
    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.
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    21 m
  • Canadian Banks in The Age of Uncertainty

    Canadian Banks in The Age of Uncertainty
    Jan 29 2026
    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.
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    25 m
  • Opportunities in the current environment Separating belief in A.I. from market exuberance

    Opportunities in the current environment Separating belief in A.I. from market exuberance
    Jan 15 2026
    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.
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    22 m
  • The Case for Canada: Structural Strength and Long-Term Opportunities

    The Case for Canada: Structural Strength and Long-Term Opportunities
    Dec 18 2025
    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.
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    31 m