In the Money with Amber Kanwar
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.
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Small-Cap Season: Stocks That Can Double in 3-5 Years
<p>Small caps are finally having their moment — and according to Greg Dean, Founder & Lead Investor at Langdon Equity Partners, the opportunity set may be bigger than most investors realize. In this episode of In the Money with Amber Kanwar, Greg explains why he focuses exclusively on global small-cap companies and how he searches the world for businesses that can potentially double over the next 3–5 years. He shares the disciplined framework behind his strategy, why he avoids highly leveraged businesses, and why volatility and market stress often create the best entry points for long-term investors.</p><p>The conversation also dive...
Oil Shock: Eric Nuttall Says the Market is Dangerously Complacent
<p>The oil market just got a historic geopolitical shock — and Eric Nuttall says market complacency is creating a major opportunity in energy stocks.</p><p>Geopolitics has jolted the oil market — but according to Eric Nuttall, the real story for investors was already unfolding long before the latest headlines. The Partner & Senior Portfolio Manager at Ninepoint Partners, joins In the Money with Amber Kanwar for an emergency session to break down the implications of the Iran crisis, why the market may be dangerously complacent about global oil supply, and why he believes energy stocks remain in a multi-year bull mark...
The Great Rotation: Small Caps Up, Software Down — What Now?
<p><br>Small-caps are outperforming. Software stocks are getting crushed. Is this the great rotation? </p><p>On this episode of In the Money with Amber Kanwar, Andrey Omelchak, President, CEO & CIO at LionGuard Capital, breaks down one of the biggest shifts happening in markets right now. As AI fears hammer software valuations and once-untouchable names get cut in half, small and mid-cap stocks are quietly catching a bid. Andrey explains why he believes the market has overreacted in parts of software — but also why select small caps, defense plays, and “Build Canada” beneficiaries may offer stronger risk-adjusted returns from here.<...
The Great Rotation: Small-Caps Up, Software Down — What Now?
<p>Small-caps are outperforming. Software stocks are getting crushed. Is this the great rotation? </p><p>On this episode of In the Money with Amber Kanwar, Andrey Omelchak, President, CEO & CIO at LionGuard Capital, breaks down one of the biggest shifts happening in markets right now. As AI fears hammer software valuations and once-untouchable names get cut in half, small and mid-cap stocks are quietly catching a bid. Andrey explains why he believes the market has overreacted in parts of software — but also why select small caps, defense plays, and “Build Canada” beneficiaries may offer stronger risk-adjusted returns from here.</p><p>He...
“I Hate This Market” – Dividend Investor Rebecca Teltscher on What to Buy in an Overvalued Market
<p><br>“I hate this market. It’s funny because we are strongly outperforming, but I still don’t like this market.”</p><p>That’s how dividend investor Rebecca Teltscher, Portfolio Manager at Newhaven Asset Management, sums up today’s market on this episode of In the Money with Amber Kanwar. Value is working. Dividend stocks are back. Utilities, pipelines and energy have seen major inflows. And yet, Rebecca says this is one of the hardest environments she’s seen to deploy capital, with sectors moving quickly from unloved to fully valued.</p><p>Before we get to the Mailbag, Rebec...
The Rise and Fall of ESG — And What Comes Next
<p>Is sustainable investing still relevant — or was ESG just a pandemic-era trade?</p><p>On this episode of In the Money with Amber Kanwar we speak with Amber Fairbanks of Impax Asset Management to unpack the ESG backlash, the performance debate, and why she believes sustainable investing isn’t a label — it’s simply long-term investing done right. After years of inflows and hype, ESG has fallen out of favour, but Fairbanks argues the real opportunity may lie in focusing on durable secular trends, corporate culture, and risk management — not marketing buzzwords. From AI disruption to oil & gas exclusions, she explai...
The Great Rotation: Why Global Stocks Are Beating the U.S.
<p>For years, U.S. markets felt unstoppable. Now the script is flipping.</p><p>On this episode of In the Money with Amber Kanwar, Matthew Strauss, SVP, Portfolio Manager & Lead – Global Equities at CI Global Asset Management, makes the case for rotating into global and emerging market equities. After years of American dominance, Matthew argues that stretched U.S. valuations, crowded positioning, and a shifting growth differential are finally pushing investors to look abroad.</p><p><br>Matthew, who has been investing in emerging markets since the 1990s, breaks down how the asset class has matured — from serial crises to m...
AI is Eating Software — Is This Sell-Off Overdone?
<p><br>AI was supposed to supercharge software. Instead, it’s threatening to disrupt it.</p><p>Ivana Delevska, Founder & CIO of Spear Advisors, joins In the Money with Amber Kanwar to break down whether the brutal software sell-off is justified — or overdone. As hyperscalers ramp capex and next-generation AI agents get more powerful, investors are questioning which business models survive and which get left behind. Ivana explains why AI is no longer one broad trade, why valuation suddenly matters again, and where she believes the real opportunity now sits in the value chain.</p><p>In the mailbag, Ivana tack...
The Most Hated Sector is Rallying — Is Biotech Back?
<p>Biotech stocks were left for dead — written off after years of brutal bear markets, failed trials, rising rates, and policy shocks. But what if the sector is quietly waking up?</p><p>On this episode of In the Money with Amber Kanwar, Amber sits down with Eden Rahim, Portfolio Manager at Next Edge Capital, to unpack why one of the market’s most volatile and misunderstood sectors may be entering a new bull cycle. Eden walks us through biotech’s “nuclear winter” — from the 2011–2015 boom, to rolling bear markets, to the post-COVID hangover that crushed even former darlings like Moderna. He ex...
A Value Investor’s Guide to Precious Metals
<p>Gold and silver have been rocked in recent weeks, so what should investors do now? According to Jonathan Wellum gold isn’t just a trade — it’s insurance. The President & CEO of ROCKLINC Investment Partners and former money manager to Canadian billionaire Michael Lee-Chin, joins In the Money with Amber Kanwar to lay out why soaring government debt, currency debasement, and rising geopolitical friction have pushed him to one of his most conviction-heavy stances yet: a portfolio anchored by gold, silver, and precious-metal businesses. Jonathan explains why this cycle still feels early despite the recent sell-off, how central-bank buying has re...
