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.
10
The Fed’s Big Move — And Brianne Gardner’s Take on 10 Key Stocks
<p>The final Fed decision of 2025 may set the tone for the entire 2026 market — and today on In the Money with Amber Kanwar, portfolio manager Brianne Gardner joins Amber to break down what really matters for investors right now. From earnings strength to sector rotation to how much weight you should put on Powell’s language ahead of a potential Fed chair transition, Brianne lays out her top-down roadmap for the year ahead.</p><p>She also walks through how she’s positioning client portfolios — why the U.S. still earns the biggest weighting, how her team uses downside-capture targets to prote...
Special Feature: Inside the AI Boom with Swanzy Quarshie of Scotia Wealth Management
<p>In this special episode of In the Money with Amber Kanwar, we team up with The Scotiabank Women Initiative. Amber sits down with Swanzy Quarshie, Managing Director of Equities, Global Investment Solutions at Scotia Wealth Management, for a wide-ranging look at the biggest force in markets today: the AI boom.</p><p><br>Swanzy breaks down why equity markets are soaring even as the underlying economy lags, and how much of that strength traces back to AI optimism. She digs into the staggering amount of power and water the AI buildout requires, the limits on how quickly that energy...
The Fed is on a Collision Course: Big 2026 Call from a +$245B Macro Chief
<p>We’re looking ahead to the crucial Fed decision next week — and the central bank may be on a collision course with the market, with inflation, and possibly with its own incoming leadership.</p><p><br></p><p>Amber sits down with Dustin Reid, Chief Strategist, Fixed Income at Mackenzie Investments for a wide-ranging and deeply insightful breakdown of what’s about to hit the economy. Reid explains why chaotic Fed communication set the stage for this moment, why the December cut might be the last one for a long time, and what happens if the next Fed chair cuts rates...
Inside a Perma-Bull’s Playbook: Barry Schwartz on What Really Drives Markets
<p>Long-term investing, Barry Schwartz reminds us, is a simple math problem that most investors overcomplicate — and as a self-described permabull, he’s here to explain why staying constructive matters even in the years that test you. Amber and the President & CIO of Baskin Wealth Management dig into the final trading month of the year as Barry breaks down why earnings growth powered the 2025 rally, why double-digit profit growth is still ahead, and why one off-trend year never justifies abandoning a sound philosophy. He also opens up about Baskin’s performance, the pressure of chasing the index, and why he still...
Gold at Record Highs, AI Getting Risky and the Fed Eyeing Cuts — What Happens Next
<p>Gold is hovering near record highs, the market is begging for a rate cut, and AI is reshaping every corner of the economy. But are investors seeing the full picture? Amber sits down with Bipan Rai, Managing Director, Head of ETF & Alternatives Strategy at BMO Global Asset Management for an unfiltered macro conversation at a moment when investors are looking for answers and clarity.</p><p>Bipan breaks down why markets abruptly priced in an aggressive December Fed cut despite an unclear jobs picture distorted by the U.S. government shutdown. He also explains why political pressure on the F...
Ex–Bridgewater Insider Reveals the Hedge Fund Secret No One Talks About
<p>In this episode of In the Money with Amber Kanwar, Amber sits down with Bob Elliott, Co-Founder, CEO & CIO of Unlimited and formerly a member of the Investment Committee at Bridgewater Associates, where he led Ray Dalio’s investment research team. Few people understand hedge funds and macro the way Bob does — and he brings that depth straight into this conversation.</p><p>Bob explains how Unlimited Funds uses proprietary machine-learning technology to create ETFs that replicate the returns of alternative investments — like hedge funds, all with notably lower fees. Amber digs into how this works, why individual hedge fund m...
Serenity Now: Navigating 50% Drops in Small-Cap Stocks with Jordan Zinberg
<p>It’s been a rough ride for Canadian small-cap growth stocks, and investors are looking for answers. Jordan Zinberg of Bedford Park Capital is back on In the Money with Amber Kanwar to break down what’s driving the selloff, where the fear is justified, and where the market is simply mispricing good businesses.</p><p>Zinberg says it’s not just a selloff — it’s a moment where quality is out of style, sentiment is washed out, and solid businesses are being treated like broken ones. He notes small-cap growth stocks, his corner of the market, have been hurt parti...
We’re in Year 5 of a 15-Year Energy Boom: Canada’s Biggest Energy Investor
<p>This week on In the Money with Amber Kanwar, Canoe Financial’s David Szybunka makes a bold call: we’re only in year 5 of a 15-year bull market for energy. David explains why the last three years were just a “digestive phase,” why energy stocks are quietly outperforming even with $60 oil, and why he sees the cycle shifting from disbelief to the early stages of optimism. He breaks down the flows, the fundamentals, and the global capital piling back into Canadian energy—from private equity to pension funds to supermajors—regardless of the prevailing political narrative. The message is clear: scarc...
Are We Seeing the First Cracks in the AI Trade?
<p>AI has driven tech stocks to new heights — but are we starting to see cracks in the story? Amber Kanwar sits down with Shane Obata of Middlefield to find out whether the AI trade is running out of steam or just gearing up for its next phase. From Nvidia’s dominance to rising capital costs across the sector, Shane explains where investors should stay cautious and where the next wave of profits could come from — and why, in this market, all roads still lead to OpenAI.<br><br></p><p>In the Mailbag, Shane weighs in on AMD (AMD) and it...
Gimme a Crisis: Lessons From Scotiabank’s Rick Waugh
<p>This week on In the Money with Amber Kanwar, it’s a different kind of conversation — no portfolio managers, no mailbag, just an honest, wide-ranging “good hang” with two Canadian heavyweights.</p><p>Amber sits down with bestselling author Howard Green, whose book Gimme a Crisis tells the remarkable story of former Scotiabank CEO Rick Waugh, who joins the conversation too. Together, they dive into the moments that defined Canada’s banking system — and Waugh’s extraordinary career — from Argentina’s collapse to the 2008 financial crisis and what came after. Along the way, they unpack why Canada’s banks emerged as some of t...
