Podcasts about associate portfolio manager

Muddling through the macro so let's gab about gold. The December 2025 edition of Portfolio Perspectives is hosted by Nathan Lim, Chief Investment Strategist, who is joined by Reuel Kee, Associate Portfolio Manager.This podcast is intended for financial advisers. For more information on us, and the Portfolio Perspectives Podcast, and for a copy of our disclaimer, visit evidentiagroup.com.Important Information:The information contained in this podcast is provided by Evidentia. Evidentia means Evidentia Group Holdings Pty Ltd ACN 665 634 382 and its related entities. All financial services included in this podcast are authorised by Evidentia Financial Services Pty Ltd ACN 664 546 525 AFSL 546217. It is general information only and does not constitute financial product advice. If any statements made (either alone or together) constitute advice, then the advice is general advice only and does not take into account anyone's objectives, financial situation or needs.Before making an investment decision based on this material you should consider whether it is appropriate to your particular circumstances. Where the material relates to the acquisition or possible acquisition of a financial product, you should obtain a disclosure document relating to the product and consider the content before making any decision about whether to acquire the product. Please refer to your financial adviser for further details and any disclosure documents relevant to you.This podcast is based on information considered to be reliable.  It is based on our judgement at the time of issue and is subject to change.  No representation, warranty or undertaking is given or made in relation to the accuracy or completeness of the information presented in this document.  Except for liability which cannot be excluded, Evidentia, its directors, employees, agents, and related bodies corporate disclaim all liability in respect of any error or inaccuracy in, or omission from, this document and any person's reliance on it.  This material is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.  If this podcast contains any performance data, then past performance is not a reliable indicator of future performance.

Subtitle: A Market Isn't Always Just One Thing Forever In this episode, Laura Baker, Associate Portfolio Manager at Pender, sits down with Lead Portfolio Manager, Fixed Income Geoff Castle, Portfolio Manager Emily Wheeler and Associate Portfolio Manager Parul Garg to discuss the recent recognition of two of Pender's fixed income funds with 2025 LSEG Lipper Fund Awards. The team shares the drivers behind their consistent performance, their disciplined investment process and their outlook on risks and opportunities in the evolving credit landscape. Disclaimer

Markets stayed strong through Q3 2025, with major equity indexes posting solid gains and AI-focused stocks continuing to lead the charge. But with valuations stretching and credit spreads tightening, what might that mean heading into year-end?

Our CEO & Chief Investment Officer, Peter Arender, and Fortress' Associate Portfolio Manager, Rashada Lopez, join us for the season 7 finale of Do It Fuh Grantley to discuss the state of financial markets and why we're confident to hold steady amidst the noise. The key lesson? Very good returns often come after times of market distress.Do It Fuh Grantley is produced by Fortress Fund Managers and Honeycomb Productions. Want to get in touch? DM @fortressfundmanagers on Instagram or Facebook Email us at info@fortressfund.com

Making Cents of the Markets for ##, 2025 Time for Making Cents of the Markets with Lori Pinkowski.  Lori Pinkowski is a Senior Portfolio Manager at Canaccord Genuity. You can contact The Pinkowski Wealth Management team directly at 604-695-LORI or visit their website at Pinkowski.ca Guest: Marko Ferenc, a Senior Investment Advisor and Associate Portfolio Manager on the Pinkowski Wealth Management team! Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode on Palisades Gold Radio, Tom Bodrovics welcomes back Jaime Carrasco. Jaime is Senior Portfolio Manager & Senior Investment Advisor at Harbourfront Wealth Management. Jaime discusses the current economic landscape and the implications for investors. Carrasco emphasizes the importance of understanding the paradigm shift in the monetary system, particularly the role of gold and silver as sound money. Carrasco highlights that the global economy is facing a debt bubble, where each additional dollar of debt fails to stimulate growth, leading instead to social instability. He argues that this situation is similar to what Latin America experienced, with the US now reaching a critical point. Carrasco believes that the current fiat system is imploding, and gold will play a central role in the upcoming reset of the monetary system. He discusses the rise of gold prices across major currencies, noting that this reflects the decline in purchasing power of fiat currencies rather than an increase in gold's intrinsic value. Carrasco warns against complacency among financial advisors who fail to recognize these systemic changes and advises investors to allocate a significant portion of their portfolios to precious metals, particularly through well-managed mining companies. Carrasco also delves into the role of silver, emphasizing its structural deficit in production relative to demand, especially given the shift toward green energy. He suggests that silver's price will rise significantly as the global economy transitions, offering investors substantial opportunities. The interview touches on geopolitical dynamics, including China's strategic accumulation of gold and its influence on the global monetary system. Carrasco warns against trusting central banks and advocates for individual investors to establish their own "gold standards" to protect wealth. Finally, Carrasco advises investors to focus on stockpicking within the precious metals sector, emphasizing high-quality producers with strong management and leverage to rising metal prices. He encourages a long-term perspective, positioning oneself to benefit from the coming paradigm shift rather than trying to predict short-term price movements. Talking Points From This Episode0:00 - Introduction2:10 - Changing Roles4:30 - Currencies Vs. Gold9:14 - Trump & Debt Bubble15:40 - Tariffs & Positioning23:50 - Silver Opportunity26:20 - Silver Supply Deficit30:15 - M&A Activity Strategy34:08 - Gold & Leverage37:11 - Mkt. Volatility Causes39:08 - A Quiet Fed & Inflation45:42 - Lower Dollar US/China48:42 - When to Sell Gold?57:05 - Concluding Thoughts59:00 - Wrap Up Guest Links:Twitter: https://x.com/ijcarrascoLinkedIn: https://www.linkedin.com/in/carrasco1/Website: https://www.harbourfrontwealth.comE-Mail: jaime@jcwealth.ca Jaime Carrasco is Senior Portfolio Manager & Senior Investment Advisor at Harbourfront Wealth Management. From 2014-2018 he worked as Director of Wealth Management and Associate Portfolio Manager for ScotiaMcLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch. Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies. Jaime, whose mother tongue is Spanish, also speaks Italian and French. He completed a BA in political science and economics at the University of Toronto in 1988. While a student, he worked for CS Yacht, a company that built luxury sailboats, thus spending his summers as a skipper for the Canadian establishment members. Jaime credits this experience and having survived sailing through Hurricane Bob in 1991. This experience taught him lessons that have become a metaphor for his financial investment stra...

As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about diversification amidst the dominance of mega-cap growth names, and where are the most compelling opportunities in today's market?   On this episode of Disruptive Forces, host Anu Rajakumar is joined by David Levine, Associate Portfolio Manager of the Large-Cap Value Fund at Neuberger Berman. Together, they unpack the shifting dynamics between growth and value investing, explore the evolving opportunity set for US large-cap value equities, and discuss why diversification is more critical than ever     This communication is provided for informational and educational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Neuberger Berman is not providing this material in a fiduciary capacity and has a financial interest in the sale of its products and services. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Investing entails risks, including possible loss of principal. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.    This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.    The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.    © 2025 Neuberger Berman Group LLC. All rights reserved.

Vice President & Portfolio Manager Jennifer Stevenson and Associate Portfolio Manager, Scott Reid explore the recent volatility in the oil market driven by geopolitical tensions and supply-demand imbalances and discuss the potential impacts of the Trump administration's policy agenda and tariffs. They also see a positive outlook for natural gas, driven by growing liquefied natural gas demand, and the impact of reshoring and industrial growth on energy needs.

In this episode of the addy podcast, we sit down with Mark McGrath, an Associate Portfolio Manager at PWL Capital, to explore wealth management for physicians, smart investing strategies, and financial planning insights. Mark shares his journey from aspiring dentist to financial expert, the unique financial challenges doctors face, and how to build a secure, diversified investment portfolio. We also dive into Mark's latest book, Wealthier: The Investing Field Guide for Canadian Millennials, and how it empowers individuals to take control of their finances. Plus, we discuss the role of financial advisors, common investing mistakes, and how physicians can optimize their financial future.

In this episode on Palisades Gold Radio, Tom Bodrovics welcomes back Jaime Carrasco. Jaime is Senior Portfolio Manager & Senior Investment Advisor at Harbourfront Wealth Management. They discuss the global economic landscape and the significance of gold in today's context. Carrasco expresses his belief that Trump's election and proposed policies could lead to a reset of debt and potential devaluation of US dollars held in treasuries around the world. He emphasizes the importance of understanding history, as previous periods saw significant increases in dividends from gold mining companies during times of monetary instability. Carrasco encourages investors to consider gold as a hedge against inflation, purchasing power loss, and political instability. He also recommends silver mining companies due to their current undervaluation compared to gold. Central banks are increasingly buying gold as a safe haven asset, and Trump's actions are aimed at rebuilding America for Americans, possibly necessitating a full reset. The location of US gold reserves and geopolitical issues like China's policy in Latin America, Europe's response to immigration, and the US-China-Russia alignment are significant sociological factors affecting the global economy. Despite the current uncertainty, Carrasco advocates for a decentralized world where nations can thrive and encourages investors to consider gold, silver, and Bitcoin as financial lifeboats. Talking Points From This Episode0:00 - Introduction0:42 - Current World State3:30 - S&P Bond Chart10:12 - Gold Bonds & Treasury15:45 - Free Cash Flow Chart19:23 - Hyper Financial World26:00 - Gold & Silver31:02 - Silver Volatility34:02 - Shelton & Blockchain36:20 - Resource Sec. Valuations38:13 - 40-Year Shift?42:22 - A Financial Reset?44:52 - Bonds in a Reset46:22 - PMs & Tariff Risks49:18 - A Double Edged Sword51:53 - Trump Implementation53:30 - European Problems56:00 - Negotiating Peace?1:02:09 - Surviving Inflation1:04:10 - Wrap Up Guest Links:Twitter: https://x.com/ijcarrascoLinkedIn: https://www.linkedin.com/in/carrasco1/Canaccord Genuity: https://www.canaccordgenuity.com/ Jaime Carrasco is portfolio manager at Canaccord Genuity Inc. in Toronto. From 2014-2018 he worked as Director of Wealth Management and Associate Portfolio Manager for ScotiaMcLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch. Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies. Jaime, whose mother tongue is Spanish, also speaks Italian and French. He completed a BA in political science and economics at the University of Toronto in 1988. While a student, he worked for CS Yacht, a company that built luxury sailboats, thus spending his summers as a skipper for the Canadian establishment members. Jaime credits this experience and having survived sailing through Hurricane Bob in 1991. This experience taught him lessons that have become a metaphor for his financial investment strategies. "Like one's financial wealth, sailing is not about controlling the wind, but rather about adjusting the sails."

David Harquail (Chairman, Franco Nevada) joins Chris Mancini, CFA (Assistant Portfolio Manager, Gabelli Gold Fund) to discuss Franco Nevada, the benefits of royalty companies, and the future of the precious metals market. This was recorded as a live webinar on January 27th, 2025. 0:00 Intro, David's Background 3:01 Creation of Franco Nevada 5:44 Benefits of a Royalty Company in the Precious Metals Ecosystem 9:50 Franco Nevada History 13:28 Capital Allocation Strategy, Structuring Deals, Good Partnerships 17:00 More Deals 20:27 Leverage 22:22 Competition 24:12 Countercyclical Industry 26:40 Cobre Panama 30:13 Royalties - “Gold Investment that Works” 32:41 Gold Price 34:39 Leadership Philosophy as a Chairman 36:20 AI 37:48 Crypto 41:06 Franco Nevada's Buyback Philosophy 42:11 Gold = Overlooked? Chris Mancini, CFA is an Associate Portfolio Manager for The Gabelli Gold Fund. The above webinar was recorded on January 27th, 2025th and posted on YouTube on January 29th, 2025. As of December 31st, 2024, affiliates of GAMCO Investors, Inc. beneficially owned less than 1% of all companies mentioned. GAMCO is providing these links as a matter of general information. We do not intend for these links to be a complete description of any security or company, nor is it a research report with respect to any of the companies mentioned herein. The Portfolio Manager's views are subject to change at any time based on market and other conditions. The information in this posting represents the opinions of the individual Portfolio Manager and is not intended to be a forecast of future events, a guarantee of future results, or investment advice. Views expressed are those of the Portfolio Managers and may differ from those of other GAMCO officers, Portfolio Managers, other employees, or of the Firm as a whole. Because the investment personnel at GAMCO and our affiliates make individual investment decisions with respect to the client accounts that they manage, these accounts may have transactions inconsistent with the information contained in this posting. Investments related to gold and other precious metals and minerals are considered speculative and are affected by a variety of worldwide economic, financial, and political factors. Investing in foreign securities involves risks not ordinarily associated with investment in domestic issues. Funds concentrating in specific sectors may experience greater fluctuations in value than funds that are more diversified. Investors should carefully consider the investment objectives, risks, charges and expenses of the Fund before investing. The prospectus, which contains more complete information about this and other matters, should be read carefully before investing. To obtain a prospectus, please call 800 GABELLI or visit www.gabelli.com. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email invest@gabelli.com. Connect with Gabelli Funds: • Twitter - https://twitter.com/InvestGabelli • Instagram - https://www.instagram.com/investgabelli/ • Facebook - https://www.facebook.com/InvestGabelli • LinkedIn - https://www.linkedin.com/company/investgabelli/ http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

Greetings, and welcome back to the podcast.This episode, we are joined by Steve Larke & Mr Dave Szybunka - for a special live edition of the podcast at the 2024 CALEP Conference.Mr. Larke is a corporate director at Topaz Energy, Headwater Exploration & Vermilion Energy - and previous roles include Operating Partner and Advisory Board member with Azimuth Capital Management Inc., Managing Director and Executive Committee member with Calgary-based Peters & Co. from 2005 to 2015, and prior thereto, was Vice-President and Director with TD Newcrest from 1997 to 2005.Mr. Larke has a Bachelor of Commerce degree (with distinction) from the University of Calgary and has earned the Chartered Financial Analyst (CFA) and Institute of Corporate Directors (ICD.D) designations.Mr. Dave Szybunka is Senior Portfolio Manager & Managing Director, Energy Team at Canoe financial,  has 17 years' experience in portfolio management and energy equities analysis. Previously, he worked at Rayne Capital as the Head Energy Portfolio Manager.Prior to that, David was Associate Portfolio Manager on the Canoe Energy team. His career in the energy industry started as a Financial Analyst with Peters & Co, a Calgary-based energy investment dealer.David has a Bachelor of Commerce (finance) from the University of Alberta and is a CFA Charterholder.Among other things we disused Global Energy Demand, 50% Consumption Growth & How Investors Can Benefit.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEnergy United Upgrade LabsPipelineonline.ca8am Solutions Support the show

Navigating the Complexities of Intergenerational Wealth TransferIn this insightful episode of Barenaked Money, host Josh Sheluk and Amanda McKenna, Associate Portfolio Manager at Verecan Capital Management, delve into the intricacies of intergenerational wealth transfer. The discussion covers crucial aspects such as ensuring one's financial stability before gifting, helping younger generations enter the housing market, and navigating evolving family dynamics. Key topics include the importance of communication to reduce conflicts, strategies for financial gifting, benefits of gradual distribution, tax implications, and potential legal issues of gifting property. The conversation highlights the necessity of involving financial advisors and maintaining updated wills for successful wealth transfers, providing listeners with practical advice and steps to ensure family harmony and effective asset management.00:00 Introduction to Barenaked Money00:29 The Great Wealth Transfer01:40 Gifting Money to Adult Children: Key Considerations02:31 Balancing Financial Support and Personal Goals04:46 Generational Perspectives on Wealth and Real Estate09:00 Family Dynamics and Financial Fairness13:55 The Importance of Communication in Estate Planning16:27 When is the Right Time to Gift?17:33 Financial Maturity and Stability in Gifting19:13 Gradual Gifting: A Practical Approach20:47 Pros and Cons of Gifting Money vs. Estate22:23 Tax Implications of Gifting24:49 Gifting Assets: Legal Considerations28:56 Updating Your Will and Final Thoughts on Gifting31:40 Conclusion and Final Advice

In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the impact of AI on the stock market, including the concentration and valuation of AI-focused companies, the role of hyperscalers in AI adoption, and the potential for the market to broaden beyond the "MAG 7" as other sectors and smaller companies leverage AI to drive growth and efficiency. Iona Dent LinkedIn: https://www.linkedin.com/in/iona-dent-8b596514/ To learn more about Global Equity investing, contact your T. Rowe Price Relationship Manager or visit https://ensombl.com/go/20241009 Join the Ensombl platform: App Store: http://www.ensombl.com/apple Google Play: http://www.ensombl.com/google Desktop: https://www.ensombl.com/ General Disclaimer – https://www.ensombl.com/disclaimer/

With the rate tightening cycle largely behind us and discussions now shifting towards potential rate cuts, the time seems right to discuss Real Estate Investment Trusts. Despite REITs being perceived as bond proxies, they have the potential to offer stable and growing revenue streams from tangible assets like apartments, shops, data centers, and towers. But what is the correlation between REITs and rates in today's environment? And how can investors seek to benefit? On this episode of Disruptive Forces, host Anu Rajakumar chats with Archena Alagappan, Associate Portfolio Manager for the Real Estate Securities group, to share her insights about why investors may want to be Returning to REITs amid the current rate environment.   This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness, or reliability. All information is current as of the date of recording and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. Diversification does not guarantee profit or protect against loss in declining markets. Investing entails risks including the possible loss of principal. Investments in hedge funds and private equity are speculative, involve a higher degree of risk than more traditional investments and are intended for sophisticated investors only. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.    The information in this material may contain projections, market outlooks or other forward-looking statements regarding future events, including economic, asset class and market outlooks or expectations, and is only current as of the date indicated. There is no assurance that such events, outlook and expectations will be achieved, and actual results may be significantly different than that shown here. The duration and characteristics of past market/economic cycles and market behavior, including any bull/bear markets, is no indication of the duration and characteristics of any current or future be market/economic cycles or behavior. Information on historical observations about asset or sub-asset classes is not intended to represent or predict future events. Historical trends do not imply, forecast or guarantee future results. Information is based on current views and market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.

On today's show, we spoke with Michael Mack, Associate Portfolio Manager for Victory Capital to discuss how to calculate free cash flow, if the Mag 7 would have shown up on a free cash flow screen, avoiding value traps, sector exposure within high free cash flow strategies, and much more! Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.   Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.   Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Gladchun, Associate Portfolio Manager for the Loomis Sayles Core Plus Fixed Income Fund, reviews and discusses recent market trends, fund performance, and portfolio positioning.

On this week's podcast: Mega-cap technology giants have embarked on an ‘arms race', spending billions of dollars, as they compete for a slice of the rapidly expanding market for artificial intelligence-related products and services.  Derek Glynn, Associate Portfolio Manager for our disruptive technology strategy, and Chief Market Strategist Daniel Morris survey the AI landscape and tackle the questions that matter for investors.For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/Download the Viewpoint app: https://onelink.to/tpxq34Follow us on LinkedIn: https://bnpp.lk/amHosted by Ausha. See ausha.co/privacy-policy for more information.

In this episode of Let's Talk Future™, Anusha Rodriguez, Head of Research & Due Diligence and Head of Alternative Investments for Oppenheimer Asset Management, joins forces with Jake Turner, an Associate Portfolio Manager at Kite Lake Capital, to discuss event-driven investing. Together, they analyze the investment strategy seeking to profit from corporate events such as mergers and acquisitions, corporate actions, bankruptcies, and restructurings. As these corporate events can have material impacts on share prices, they discuss important factors such as the effect of interest rates and the regulatory challenges investors must consider when evaluating these special situations and M&A deals. Podcast Disclosure: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results. The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index. Jake Turner and Kite Lake are not affiliated with Oppenheimer & Co. Inc. Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC  6638992.1

What's the safer investment, Bitcoin or gold? Chris Mancini of Gabelli Funds breaks down why gold might be your safest investment and why central banks are stocking up on physical gold amid economic uncertainty. In this episode, James Connor speaks with Chris Mancini, Associate Portfolio Manager of the Gabelli Gold Fund. Chris breaks down why he thinks investors should consider gold and gold equities as a crucial part of their portfolios, especially during times of economic uncertainty. Discover why central banks are aggressively buying gold, the potential for stagflation, the ongoing debate between gold and Bitcoin as a store of value and more! Did you like this episode? Check out Chris Mancini's recent interview with Sean Boyd, the chairman of Agnico-Eagle Mines linked here: https://www.youtube.com/watch?v=qQf1YlTp8ZU Hit the like button and let us know what you want to see in future episodes in the comments! TIMESTAMPS:

Michael Gladchun, Associate Portfolio Manager for the Loomis Sayles Fixed Income Group, reviews and discusses recent market trends, fund performance, and portfolio positioning.

Given the economic uncertainties that unfolded from the COVID-19 pandemic and lead to rising inflation rates, investors held onto cash as their main arsenal. However, with central banks signaling interest rate cuts, now might be the time to move cash off the sidelines. Anchored in insights from our Make Your Money Move campaign, we will explore questions like: why cash rates have been so attractive? What opportunities exist now? Are there risks investors should be mindful of? On this episode of Disruptive Forces, host Anu Rajakumar invites Rebekah McMillan, Associate Portfolio Manager and co-author of Cash Balances: Is It Time to Make Your Money Move?, to provide a comprehensive analysis of current economic conditions, the state of cash, and the potential for growth across various asset classes.     This podcast includes general market commentary, general investment education and general information about Neuberger Berman. It is provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. This communication is not directed at any investor or category of investors and should not be regarded as investment advice or a suggestion to engage in or refrain from any investment-related course of action. Investment decisions should be made based on an investor's individual objectives and circumstances and in consultation with his or her advisors. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness, or reliability. All information is current as of the date of recording and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. This material may include estimates, outlooks, projections and other “forward-looking statements.” Due to a variety of factors, actual events or market behavior may differ significantly from any views expressed. Neuberger Berman products and services may not be available in all jurisdictions or to all client types. Diversification does not guarantee profit or protect against loss in declining markets. Investing entails risks including the possible loss of principal. Investments in hedge funds and private equity are speculative, involve a higher degree of risk than more traditional investments and are intended for sophisticated investors only. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.    The information in this material may contain projections, market outlooks or other forward-looking statements regarding future events, including economic, asset class and market outlooks or expectations, and is only current as of the date indicated. There is no assurance that such events, outlook and expectations will be achieved, and actual results may be significantly different than that shown here. The duration and characteristics of past market/economic cycles and market behavior, including any bull/bear markets, is no indication of the duration and characteristics of any current or future be market/economic cycles or behavior. Information on historical observations about asset or sub-asset classes is not intended to represent or predict future events. Historical trends do not imply, forecast or guarantee future results. Information is based on current views and market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Discussions of any specific sectors and companies are for informational purposes only. This material is not intended as a formal research report and should not be relied upon as a basis for making an investment decision. The firm, its employees and advisory accounts may hold positions of any companies discussed. Specific securities identified and described do not represent all of the securities purchased, sold or recommended for advisory clients. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. Any discussion of environmental, social and governance (ESG) factor and ratings are for informational purposes only and should not be relied upon as a basis for making an investment decision. ESG factors are one of many factors that may be considered when making investment decisions.   This material is being issued on a limited basis through various global subsidiaries and affiliates of Neuberger Berman Group LLC. Please visit http://www.nb.com/disclosure-global-communications for the specific entities and jurisdictional limitations and restrictions.     The “Neuberger Berman” name and logo are registered service marks of Neuberger Berman Group LLC.    © 2024 Neuberger Berman Group LLC. All rights reserved.  

Welcome to Episode 56 of the In Her Wallet Podcast! This week, our host Sofiia is joined by Scheherazade Hasan, Advisor and Associate Portfolio Manager at Wealthsimple, to answer the #1 question they both get: "Where do I start?!" In this episode, we are walking you through the steps that will help you build a solid financial foundation, set achievable goals, and create a roadmap tailored to your unique dreams and aspirations. *Watch this episode in video format on YouTube*If you like this episode, let Sofiia know! Take a screenshot of this page & tag her in your IG stories @sofiiasalimova & @inherwalletpodcast, or simply send her a DM! You can also support the production of In Her Wallet Podcast via this link.Key takeaways:00:00 What we're talking about today02:28 Get to know Scheherazade Hasan06:11 Where do I start?10:33 Paying off debt vs saving for emergency12:33 How to use sinking funds15:14 How to avoid diluting your emergency fund18:40 Key tips for investing24:48 RRSP vs TFSA vs FHSA29:54 How to create a financial game plan36:06 When should I start saving for retirement40:01 Examples of financial goals42:42 Scheherazade's resource recommendations43:52 What is financial freedom to you45:25 How to connect with ScheherazadeEpisode resources:Scheherazade Hasan LinkedInTFSA vs. RRSP vs. FHSA ResourceBrown Girl Problems Podcast on SpotifyDisclaimer: The views in this recording are the personal views of the Investment Advisor and should not be taken as the views of Wealthsimple Investments Inc. This commentary is provided for general informational purposes only and does not constitute financial, investment, tax, legal or accounting advice nor does it constitute an offer or solicitation to buy or sell any securities referred to. Individual circumstances and current events are critical to sound investment planning; anyone wishing to act on this podcast episode should consult with his or her advisor.Support the showThank you for listening! If you like the show, please leave us a 5-star review and follow us on your podcast platform of choice. It's a free way to support what we do and help us grow to reach more women on path to financial success. Subscribe to In Her Wallet on YouTube In Her Wallet Instagram, TikTok and Threads

In this week's episode of The Lebenthal Report, Michael and Dominick dive into the world of infrastructure and real estate investments, by exploring the valuable insights with seasoned expert, Daniel Foley.  Daniel Foley is an Associate Portfolio Manager of CBRE Investment Management.   As a member of CBRE Clarion Securities' Global Infrastructure research team, Dan is responsible for evaluating listed infrastructure companies in the communications and utilities sectors globally. He has been an active member of the firm's Global Infrastructure research team since its inception and is a Portfolio Manager of the MainStay CBRE Global Infrastructure Fund. Whether you're a seasoned investor or just getting started, you won't want to miss this informative and engaging discussion. Now Available on: VoiceAmerica, Youtube, Apple Podcasts & Spotify.

Investors rushed into fixed income in the first few weeks of this year as expectations that major central banks would soon end their aggressive campaign of monetary policy tightening. But that record-breaking global bond market rally fizzled out as signs of persistent inflation continued to mount. Fast forward to the second half of the year - how are fixed income markets faring now? And what opportunities should we be looking out for? On Money in the Market, Hongbin Jeong speaks to Carol Lye, Associate Portfolio Manager & Senior Research Analyst, Brandywine Global Investment Management, to find out more.See omnystudio.com/listener for privacy information.

Despite a slowdown in IT spending, US technology stocks are driving the recent rally in US equity markets.  Listen to this Talking Heads podcast with Derek Glynn, Associate Portfolio Manager for information technology (IT) and communication services in the US equities team in Boston, and Andrew Craig, Co-head of the Investment Insights Centre as they discuss the outlook for secular growth and the role of technological advances further effecting profound changes in the way we live, work and play.  For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https://onelink.to/tpxq34 Follow us on LinkedIn: https://bnpp.lk/am   

Recent banking collapses and rescue deals have re-ignited US recession risks.  As a result, the US Federal Reserve may need to keep policy rates stable for longer than expected, leaving equity markets susceptible to high volatility. So has this opened the door to opportunities in fixed income markets? On Money in the Market, Hongbin Jeong speaks to Carol Lye, Associate Portfolio Manager & Senior Research Analyst at Brandywine Global Investment Management to find out more. See omnystudio.com/listener for privacy information.

We are happy to bring you the latest installment in Pender's Profiles in Credit podcast series, hosted by Geoff Castle, Lead Portfolio Manager of Pender's Fixed Income. In this episode, Geoff is joined by Sabrina Fox, Founder of Fox Legal Training and Parul Garg, Associate Portfolio Manager, also jumps with her questions. The group covered Sabrina's road to her current position and starting her company, the benefits of “speaking legalese” as well as some cautionary tales and lessons learned. And before you jump to any conclusions, if you think that a discussion of legal covenants in credit might be boring, think again.

Volatility is back, and it's creating uncertainty on the direction of stocks markets for the rest of the year. What about in terms of fixed-income, bonds and currencies? How are they faring in the current market condition? Where do the opportunities now lie? On Money in the Market, Hongbin Jeong speaks to Carol Lye, Associate Portfolio Manager & Senior Research Analyst, Brandywine Global Investment Management to find out more. See omnystudio.com/listener for privacy information.

It is officially the golden age of TV: no matter how and what you want to watch, there is a platform for you to find it. Nick Grous, Associate Portfolio Manager at ARK, is here to comment on the ongoing wars between Netflix, Disney +, Hulu, Amazon Prime, and other streaming platforms. It seems it is back to the basics for many of these platforms: a change in their digital approaches highlights adaptations in the advertising world. Nick looks at Netflix, the poster child subscription-based platform, and its struggle with users sharing passwords, and, how advertising may be used to mitigate losses. Nick explores the impacts of the pandemic, how the streaming platforms individually deal with competition, global advertising opportunities, advertising proficiencies, and so much more! Plus, you will hear why Nick thinks that Connected TV (CTV) could be the way of the future! “In terms of competition, Netflix doesn't just compete against HBO Max or YouTube, they compete against all leisure activity.” — @GrousARK Key Points From This Episode: The subscription-based format of Netflix. When the “streaming wars” began. How Netflix managed continuous growth, despite speculation and doubts. How streaming platforms are managing the ‘COVID hangover'. Ad-supported video-on-demand (AVOD) versus subscription video-on-demand (SVOD). Why Nick thinks Netflix will start AVOD. How consumers approach and react to the advertising in their streaming services. Advertiser's approach to changes in the market. The over-the-top (OTT) and Connected TV (CTV) advertising landscape. Nick discusses Roku TV: a streaming media player. Short-term turbulence versus long-term struggles in the streaming sphere. The impact of the 2008 and 2009 recessions on advertising platforms. Why cable and broadcasting are being left in the past. Nick's five-year predictions. Nick's show recommendations and his opinions on streaming pricing.

Peter Bures has focused much of his career on research and analysis of metals and mining companies. And is presently the Chief Business Development Officer of Star Royalties Ltd. since 2019. He previously served as the Chief Executive Officer and director of Antler Hill Mining Ltd from 2017 until 2020. Prior to this, Mr. Bures was the Vice President, Analyst, at Canaccord Genuity Limited, Research Division from 2014 to 2017, Director of Global Mining Sales at BMO Capital Markets in New York and Associate Portfolio Manager at Sentry Investments Corp. Mr. Bures also served as a Sales and Trading Group Analyst of Orion Securities from 2002 to 2007. Mr. Bures holds a bachelor of Applied Science (geological and mineral engineering) from the University of Toronto.   Follow Us On Social Media: Facebook - https://www.facebook.com/kissingthecod LinkedIn - https://www.linkedin.com/company/kissingthecod Instagram - https://www.instagram.com/kissingthecod Twitter - https://twitter.com/kissingthecod

Tom welcomes Jaime Carrasco of Canaccord Genuity back to the show. Jaime says, "I've been preparing for this storm for a long time, and it's here. I don't think we can hide from the global volatility." In 2008, they bailed out the banks, but now the question is who will bail out the governments. The spread between the pound and the dollar is too wide, and the monetary systems of today are too interconnected. The U.S. is just the best-looking fiat currency. Gold is currently flying against nearly every currency except the dollar. We've seen rates change rapidly in just a month. Mortgages are reaching upwards of seven percent. The debt bubble is colossal, and how do we get out from under it. People are failing to recognize the geopolitical shift that is occurring around us. Countries have debt held in U.S. dollars, and now their interest payments are increasing, and the dollar is becoming more expensive. Stock markets have grown by a hundred trillion since 2008. This came with growth in debt of two hundred trillions. The only way forward in this environment is with a reset. The rising dollar is hiding the inflation in the United States and when that reverses, inflation will show its true face. The one asset that has benefitted people the best in periods like we are heading through now is the one asset that is least owned by western investors; gold. Taxes are only going to increase until those in charge wake up. It's going to be the hard times that generate the awareness to fix the system. We will see benefits once we get through this crisis. Values of society will increase and reliance on family structures. The system will eventually correct. At some point, wiser minds should prevail. There is political risk coming to the United States at the midterm elections. We could see the Republican's sweep much of the political positions. There are trillions in dollars, but only billions available in gold. The world's financial pyramid is balancing on that tiny amount of gold. Time Stamp References:0:00 - Introduction0:35 - The Storm is Here5:33 - Feds Responsibility12:19 - Inflation Causes15:20 - Hedging Carefully21:56 - Silver Thoughts24:48 - Risk & Debt Per Capita28:04 - Taxation Outlook29:13 - CBDCs & Trust34:49 - The Truth During War39:15 - U.S. Mid-Term Elections42:35 - Gold & Positioning43:53 - Wrap Up Talking Points From This Episode The economic storm is here and investors should expect high volatility.Global interconnectedness and the debt-based currency system.Political risk this fall with the U.S. midterm elections.Mitigating risk by hedging gold. Guest Links:Twitter: https://twitter.com/IJCarrascoLinkedIn: https://www.linkedin.com/in/carrasco1/Website: https://www.canaccordgenuity.com/ Jaime Carrasco is portfolio manager at Canaccord Genuity Inc. in Toronto. From 2014-2018 he worked as Director of Wealth Management and Associate Portfolio Manager for ScotiaMcLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch. Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies. Jaime, whose mother tongue is Spanish, also speaks Italian and French. He completed a BA in political science and economics at the University of Toronto in 1988. While a student, he worked for CS Yacht, a company that built luxury sailboats, thus spending his summers as a skipper for the Canadian establishment members. Jaime credits this experience and having survived sailing through Hurricane Bob in 1991. This experience taught him lessons that have become a metaphor for his financial investment strategies. "Like one's financial wealth, sailing is not about controlling the wind,

Associate Portfolio Manager of the Gabelli Gold Fund , Chris Mancini, discusses Gold mining companies which are suffering from cost inflation and a declining gold price along with the recent Colorado Gold Forum.

In this episode Rita Silvan, host, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund (PCBF), and Parul Garg, Associate Portfolio Manager of the Fund. Together they look back at the last quarter and discuss in depth the challenges they faced. They also discuss the FED's response to increasing volatility and share some insights into how the portfolio is being positioned, adjusted and assessed as market conditions change. Is there a silver lining? The podcast ends with an assessment of current and future opportunities and risks, and a reading recommendation from both Geoff and Parul.

Tom welcomes Jaime Carrasco of Canaccord Genuity back to the show. Jaime expected inflation as the marginal usefulness of excessive debt has declined. There is plenty of evidence from our debt-based system that a currency reset is coming. Governments taking on the debts of banks was evidence that some sort of currency reset is in the cards. Global trade patterns are rapidly shifting, and gold is part of that equation. It's clear that taxpayers are placed on the hook for the actions and debts of government. Politics and central bankers are all interconnected. The rest of the world is beginning to understand why they need out of this system. The long-term picture for commodities shows just how muted gold has become lately. We see that nearly everything has gone up in price. Gold should currently be sitting around three thousand based on inflation. We don't have the supply of commodities in the West to maintain low prices. Central banks remain buyers of gold while telling the public it's a pet rock. The rest of the world has realized that Russia as a large energy provider is capable of backing its currency with oil. This will allow China, India and Russia to trade outside the dollar system. Much of the world, including Latin America, is lining up behind the China and India. Today, the bulk of copper produced in Chile is exported to China. Chile will likely switch soon to alternatives to the dollar. We're witnessing an enormous power shift towards the East. The age of cheap stuff from Asia is now over. We're going to have to start building up our own industries. This will come with the cost of inflation, having to unwind all the debts. When gold inevitably becomes unpegged, we will see a rapid change in the price. This is because of the huge imbalances, and there will be a rush to buy. This is why you should already be in the lifeboat and wait patiently. Time Stamp References:0:00 - Introduction0:58 - Two Themes3:52 - Fed & Politics6:40 - Gold, Inflation & Ruble22:25 - Europe, Winter is Coming23:53 - Gold & Global Trust25:48 - Long-Term Planners28:30 - Reverse Repos31:22 - Equity Market Risks33:50 - Japanese Yen & Gold36:53 - Inflation Adjustments38:58 - Two Portfolios43:15 - 2022 Fall Outlook48:49 - Rebalancing Portfolios50:57 - PDAC Mining Conference53:46 - Gold Allocations56:38 - Canada & US Thoughts1:00:24 - Wrap Up Talking Points From This Episode Inflation and global trade patterns are rapidly shifting.Gold suppression and where price must eventually reach.Movement towards an Eastern currency system that is oil backed.Why the era of cheap foreign goods is ending. Guest Links:Twitter: https://twitter.com/IJCarrascoLinkedIn: https://www.linkedin.com/in/carrasco1/Website: Canaccord Genuity https://www.canaccordgenuity.com/Mining Conference: https://www.pdac.ca Jaime Carrasco is portfolio manager at Canaccord Genuity Inc. in Toronto. From 2014-2018, he worked as Director of Wealth Management and Associate Portfolio Manager for Scotia McLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch. Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies. Jaime, whose mother tongue is Spanish, also speaks Italian and French. He completed a BA in political science and economics at the University of Toronto in 1988. While a student, he worked for CS Yacht, a company that built luxury sailboats, thus spending his summers as a skipper for the Canadian establishment members. Jaime credits this experience and having survived sailing through Hurricane Bob in 1991. This experience taught him lessons that have become a metaphor for his financial investment strategies.

What's a critical component to consider in the early stages of venture capital investing? People. And people are particularly important when a business is new — when it feels like just a few founders with a big, bold idea. That's why serial investor, Joe Tonnos, says that 75 percent of early-stage investment is the founders an investor is backing. The remaining 25 percent is the product, market, and everything else. Joe is the Co-Founder and Managing Partner of Ketch Ventures, an investment firm that partners with disruptive, early-stage entrepreneurs and management teams to add value and grow consumer-facing businesses to the next level. On this episode of The Irresistible Factor, Joe shares his more-than-a-decade's worth of experience investing in and advising companies across a number of different sectors. (In addition to his role at Ketch Ventures, he also serves as Principal and Associate Portfolio Manager at Meteora Capital and Venture Partner at Natureza Growth Partners.) Joe outlines what early-stage investors like Ketch are looking for, highlights some of the defining characteristics of great founders. He also shares his advice for entrepreneurs: “It's having the vision, it's being prepared to explain it, and making an investor understand what makes [your business] compelling and how it's going to benefit them.”

In this podcast, we interview Max Belmont, Associate Portfolio Manager for the First Eagle Gold fund.  What does First Eagle know about gold?  Well, they just might own more gold than any other private entity in the country.  How much gold can fit in a swimming pool, what is the difference between gold out of the ground and gold mining stocks, what is the role of gold in a portfolio, and how do crypto currencies factor into this environment?  These are all questions that we will cover.  This is a fascinating interview, chock full of facts and tidbits about gold.  Grab your ear buds, get on your exercise device and buckle up.  Here we go.

In this episode Geoff Scott, Senior Vice President Investments, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund (PCBF), and Emily Wheeler, Associate Portfolio Manager of Pender's Fixed Income mandates. Together they look at last quarter's performance and discuss in depth the global challenges that are impacting credit markets, ranging from geopolitical challenges to rising inflation and interest rates. The team also outlines how they are positioning Pender's fixed income funds defensively and what measures they are taking to ensure forward momentum. They highlight a few portfolio holdings in detail. The podcast ends with a shared book recommendation from the team.

Tom welcomes Jaime Carrasco of Canaccord Genuity back to the show. Jaime discusses the price valuations for miners with gold in the ground and why some remain very undervalued. These are amazing opportunities to buy into something the world will need soon. You need hedges to protect you from what is coming. It's important to have your own gold and these events only happen every hundred years or so. Many challenges are coming. SWIFT only works with Euros and Dollars and Russia no longer wants those currencies. Today, however, Russia is the largest producer while China and India are the largest buyers. The world is deciding what currency to use in their new system. Saudi Arabia, UAE, Venezuela, and Mexico are siding with Russia. Every time currency systems shift the biggest losers are the countries with the most debt. This is the elephant in the room. Since the Ruble is rising in value and is being backed by gold a relationship and floor are being put in for gold. Now consider Canada's non-existant gold reserves. Russia is a net buyer of gold so sanctions on metals has a minimal effect. Nickel is an example of the risks of owning paper contracts in a crisis. We're losing control of the commodity markets and the exchange pricing is shifting to the Eastern markets. Economic unravellings take about two years to play out. Two years to collapse and then the rebuilding starts. We need a complete cleansing of the system. Great leaders only come out of hard times and we're going to need to go through that period first. Housing markets usually crash because banks stop lending. Rates would have to rise quite a bit for inflation to be prevented. They can't raise rates much without killing the stock markets. Gold is going to have to move much much higher to rebalance the system. Time Stamp References:0:00 - Introduction1:47 - Golden Consequences4:46 - Positioning and Pullbacks7:18 - HUI VS. Gold9:18 - SWIFT and Russia14:23 - Gold-Backed Ruble?16:14 - Metals & Sanctions18:36 - Chilean Story20:20 - Unintended Consequences23:04 - Inflation & Impacts26:10 - Rate Hike Effects32:52 - Debt and Currencies35:52 - Liquidating Treasuries37:23 - Great Leaders?39:16 - Blockchain & Crypto43:36 - Exiting the System45:27 - Rates & Real Estate48:45 - Gold Projections50:32 - Two Portfolios54:44 - Wrap Up Talking Points From This Episode Russia's petroruble alternative to the SWIFT systemThe continued consequences of excessive money printing and debt.Why blockchain may be the decentralized solution for gold.Why gold is heading much higher due to massive fiat money creation. Guest Links:Twitter: https://twitter.com/IJCarrascoLinkedin: https://www.linkedin.com/in/carrasco1/Website: Canaccord Genuity: https://www.canaccordgenuity.com/ Jaime Carrasco is portfolio manager at Canaccord Genuity Inc. in Toronto. From 2014 to 2018 he worked as Director of Wealth Management and Associate Portfolio Manager for ScotiaMcLeod. Before this, he worked for Macquarie Group, CIBC Wood Gundy, BMO Nesbitt Burns, Gordon Capital, and Merrill Lynch. Jaime is a leading Canadian investment professional with 25 years of experience providing wealth management and investment counsel to affluent families, businesses, and institutions. He has garnered a reputation for questioning and challenging the status quo and exploring the most innovative investment strategies. Jaime, whose mother tongue is Spanish, also speaks Italian and French. He completed a BA in political science and economics at the University of Toronto in 1988. While a student, he worked for CS Yacht, a company that built luxury sailboats, thus spending his summers as a skipper for the Canadian establishment members. Jaime credits this experience and having survived sailing through Hurricane Bob in 1991. This experience taught him lessons that have become a metaphor for his financial investment strategies. "Like one's financial wealth,

In this episode Sarah Wildman, Director of Institutional & Family Office Wealth Services, is joined by Geoff Castle, Portfolio Manager of the Pender Corporate Bond Fund (PCBF), and Parul Garg, Associate Portfolio Manager of the Fund. They look back at market and fund performance in 2021, discuss factors and variables that have influenced market conditions and talk in depth about their thinking and process, which helped the team achieve positive returns in 2021. The team also looks ahead to the challenges and opportunities for 2022 and discuss what they have in their sights for this year. The podcast ends with a book recommendation and some economic observations from Parul after her recent travels.

And how can you position yourself to still profit? Join Dave and Faisal on More Than Money this Saturday at 3pm, as they discuss what happens to the fixed income piece of your portfolio amongst interest rate movements?  Charles Tomes, Director and Associate Portfolio Manager, Global Multi-Sector Fixed Income, Manulife, is on the show to discuss what is happening with inflation and interest rates and what he anticipates happening in the bond market.  See omnystudio.com/listener for privacy information.

Jonathan Browne from Robinson Capital joins Boardroom Alpha's David Drapkin to talk about SPAC arbitrage. Robinson Capital's SPAX ETF launched in June of 2021 and is an actively managed exchange-trade fund (ETF) that invests in Special Purpose Acquisition Companies (SPACs), also known as blank check companies. SPAX seeks to provide total return while minimizing downside risk.Discussion DetailsIntro - Background to RobinsonSPACs as an Alternative to Fixed IncomeSPACs and Yield, Risk-FreeHow do you picks SPACs?State of the SPAC IPO MarketSPAX - the ETFWhat can reinvigorate the SPAC market?Sponsor alignment Gamma squeeze Closed end fundsJonathan Browne BiographyJon serves as a Portfolio Manager and member of the investment management team at Robinson Capital. He jointly oversees the day-to-day management of the Robinson Funds, including its investment strategies and processes, risk management, regulatory compliance, asset allocation modeling, external manager due diligence and selection, and trading. He is also responsible for overseeing the continued growth and advancement of the firm's CEF and SPAC research efforts, which includes managing Robinson Capital's proprietary valuation systems.Prior to joining Robinson Capital Management, Jon worked as an Associate Portfolio Manager for Federated Investors, Inc. In that role, he helped manage several income focused, multi-asset class portfolios and SMA portfolios. In addition to his portfolio management responsibilities, Jon also served as a Research Analyst, providing fundamental equity research across various industries.Previously, Jon worked for three years as a Senior Consultant at FactSet Research Systems Inc., where he developed proprietary models and streamlined investment processes for institutional investors, such as hedge fund managers, plan sponsors, and private wealth advisors.Jon holds both a B.S. and MBA in Finance and Economics from Carnegie Mellon University.Learn more about SPAX: https://www.robinsonetfs.com/Learn more about Robinson Capital: https://www.robinsonfunds.com/

Christopher Ward, Associate Portfolio Manager for the Gabelli Global Growth Fund and GAMCO Large Cap Growth strategy, recaps the GAMCO Growth team's mid-year outlook with a focus on inflation and digital acceleration trends in the Technology sector.

With the reopening trade well under way, Fred Demers and Brittany Baumann of the Multi-Asset Solutions Team dive deeper into recent changes made in the portfolio. From commodity prices to China's “first in, first out” role in the pandemic, they break down the core drivers for an overweight position on Canadian equities, a neutral stance on US and Emerging Markets, and an overall tilt away from fixed income. They also discuss the recent Canadian federal budget announcement, and what it means for multi-asset investors.  Speakers: Fred Demers, Director, Multi-Asset Solutions Team; Brittany Baumann, Associate Portfolio Manager, Multi-Asset Solutions Team                                                                                                                                       Disclosures The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management, and trust and custody services. BMO Global Asset Management comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO's specialized investment management firms. Certain of the products and services offered under the brand name, BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions and may not be available to all investors. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO). ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

At the start of the new quarter, Steven Shepherd and Brittany Baumann of the Multi-Asset Solutions Team offer a timely update on their portfolio strategy, explaining which positions could benefit in a reopening trade – and beyond. Our experts dive deep into equities and fixed income, discussing their views on regional allocation, persistent strength in small caps and rising bond yields. They also touch on recent economic data from the US and Canada, which may foreshadow market movements yet to come.  Speakers: Steven Shepherd, Director and Portfolio Manager, Multi-Asset Solutions Team; Brittany Baumann, Associate Portfolio Manager, Multi-Asset Solutions Team   Disclosures: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance.  Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management, and trust and custody services. BMO Global Asset Management comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO's specialized investment management firms. Certain of the products and services offered under the brand name, BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions and may not be available to all investors. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO). ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence. 

Today we explore the idea of investing on right side of change and how it helps embrace tomorrow’s financial unknowns. Explaining this concept in detail is our guest, Ozo Jaculewicz, Associate Portfolio Manager and Senior Portfolio Specialist for the Fundamental Growth Equity Team. Allspring Global Investments is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain portfolio companies of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).This material is for general informational and educational purposes only and is NOT intended to provide investment advice or a recommendation of any kind—including a recommendation for any specific investment, strategy, or plan. PAR-0921-01001

Bond markets have been a trouble spot in recent weeks, as inflation fears drive a sharp increase in long-term yields. Should investors reduce their duration risk and seek shelter elsewhere? Or should they hold steady, and wait for the storm to pass? In this episode, Steve Shepherd and Brittany Baumann of the Multi-Asset Solutions Team offer valuable insights about the road ahead, taking a closer look at the credibility of inflation anxiety and offering inflation-hedging strategies to help safeguard the portfolio. Speakers: Stephen Shepherd, Director and Portfolio Manager, Multi-Asset Solutions Team; Brittany Baumann, Associate Portfolio Manager, Multi-Asset Solutions Team  Disclosures: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual's investment objectives and professional advice should be obtained with respect to any circumstance.  Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus.  BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management, and trust and custody services. BMO Global Asset Management comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO's specialized investment management firms. Certain of the products and services offered under the brand name, BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions and may not be available to all investors. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group is a service mark of Bank of Montreal (BMO). ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

After a sharp reversal in the first quarter following the near bear-market in the fourth quarter of 2018, what does the rest of the year hold for investors? Coming back for another appearance, Charles C. Tomes, Associate Portfolio Manager, Global Multi-Sector Fixed Income Team, Manulife Asset Management (US) LLC joins Philip Petursson, Chief Investment Strategist, and Kevin Headland, Senior Investment Strategist, to discuss his strategies and views in responding to the changing interest rate environment.

Join Philip Petursson, Chief Investment Strategist with special guests, Dan Janis, Senior Portfolio Manager and Charles Tomes, Associate Portfolio Manager, Global Multi-Sector Fixed Income, Manulife Asset Management (US) LLC in a deep dive into how they make investment decisions when so many bond structures are available.

Bitcoin is such a popular topic yet very few people actually understand it. If you type into a search engine two words, ‘what is' the very first thing that comes up is bitcoin. What is bitcoin? In this podcast discussion, Managing Director of Wealth Management, Kevin Avent is joined by Fiduciary Investment Advisor, Billy Lanter, and Associate Portfolio Manager, Corey Monin, to discuss Bitcoin. The information presented is the opinion of the author. The author's opinion is not necessarily shared by Unified Trust Company, N.A. (“Unified”). Data and analysis presented are subject to change due to changing circumstances. Additionally, neither Unified nor the author warrant or guarantee the accuracy of such data or the opinions and analysis derived from such data. Furthermore, neither Unified nor the author is responsible as an expert for what readers do with the information presented. Unified and the author are not responsible for any consequences of republishing the content herein presented on any other website or media without permission. Nothing in the information presented is intended to be a solicitation to take any particular action or refrain from action regarding any investment or other product. Finally, the information presented is solely intended to be educational and informative and is not intended to constitute legal, investment or financial advice.