Bottom-up picks, top-down risks

As the Bank of Canada and the U.S. Federal Reserve prepare to fight inflation, Olivier Gervais joins the podcast to discuss the consequences for investments, the dollar, mortgages and household budgets.

It’s still too early to tell who the winners and losers of AI will be. Noah Blackstein joins the podcast to shed some light on the AI investment narrative and why fundamentals still matter.

With a handful of companies directing U.S. markets, it’s no surprise many Canadian investors are looking abroad. Peter Rozenberg joins the podcast to explore the opportunities and risks of going global, and his approach to international investing.

At the beginning of 2026, there was worry of too much oil—fast forward, we’re sitting around US$90 per barrel. Jennifer Stevenson joins the podcast to explore current oil narratives, separate fact from fiction and discuss what investors need to be aware of. 

Canadian small- and mid-cap companies have gone from overlooked to a significant source of returns. Vishal Patel joins the podcast to explore why performance has been strong, the risks involved and how investors can capitalize.

Artificial intelligence is changing how investment teams process data, analyze news, generate ideas and stress-test portfolios. Dan Yungblut joins Michael Hainsworth to discuss how AI is reshaping the industry and how human insight and judgement will remain as important as ever.

Driven by the expensive AI arms race, the Canadian corporate bond market is getting bigger, faster and more global, providing more opportunity with increased complexity. In this episode of the podcast, Domenic Bellissimo joins Michael Hainsworth to discuss how the Canadian corporate bond market is developing and the changes to how bonds are priced, traded and evaluated.

What’s driving the value of metals in this era geopolitical uncertainty, AI-driven demand and rising government debt? Robert Cohen joins Michael Hainsworth to explore the forces shaping gold, copper and other critical minerals, and discusses how investors can think about resilience, monetary policy and portfolio positioning in a changing world.

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 active management.