About this podcast
On the Money with Dynamic, the podcast series that delivers access, insights and perspective from some of the industry's most respected active managers and thought leaders, with host Michael Hainsworth.
Episodes
The newest 20 of 131 episodes
- Finding who will really wins with AI · 32 minIt’s still too early to tell who the winners and losers of AI will be. Noah Blackstein joins the podcast to shed some light on the AI investment narrative and why fundamentals…
- Taking your portfolio global · 26 minWith a handful of companies directing U.S. markets, it’s no surprise many Canadian investors are looking abroad. Peter Rozenberg joins the podcast to explore the opportunities…
- Separating energy truths from narrative · 28 minAt the beginning of 2026, there was worry of too much oil—fast forward, we’re sitting around US$90 per barrel. Jennifer Stevenson joins the podcast to explore current oil…
- The 2nd inning for Canadian small- and mid-caps · 26 minCanadian small- and mid-cap companies have gone from overlooked to a significant source of returns. Vishal Patel joins the podcast to explore why performance has been strong, the…
- How investing is changing and how it isn’t · 25 minArtificial intelligence is changing how investment teams process data, analyze news, generate ideas and stress-test portfolios. Dan Yungblut joins Michael Hainsworth to discuss…
- The growing case for Canadian bonds · 23 minDriven by the expensive AI arms race, the Canadian corporate bond market is getting bigger, faster and more global, providing more opportunity with increased complexity. In this…
- Gold for protection, copper for growth · 27 minWhat’s driving the value of metals in this era geopolitical uncertainty, AI-driven demand and rising government debt? Robert Cohen joins Michael Hainsworth to explore the forces…
- Bottom-up picks, top-down risks · 28 minFinding future market leaders to invest in requires rigorous bottom-up analysis, but you can’t ignore top-down considerations. In this episode of the podcast, David Fingold joins…
- Benefits of Active ETFs · 24 minETFs started as a simple, low-cost way to track major indexes. But today’s ETF landscape is anything but simple. Peter Tomiuk joins Michael Hainsworth to explore how ETFs have…
- Long bonds are back · 33 minBonds are not supposed to be exciting. They are supposed to do a job. And after years of near-zero yields, investors are finally being paid for that job again. Rose Devli joins…
- Estate planning that survives real life · 24 minEstate planning is about building a plan that survives real life: family dynamics, tax consequences, incapacity, business succession, and the assumptions people make without…
- Digital Assets: A different type of diversification · 27 minShould we treat digital assets as form of alternative investing? Should it be considered a strategic building block? Or is it all speculation? Pascal St-Jean joins Michael…
- How gambling culture infiltrated investing · 26 minWith technology removing investing barriers and providing more access to information than ever before, some investors are behaving more like bettors than investors, chasing price…
- Fixed Income Isn’t Fixed: Navigating rates, credit and liquidity · 26 minMarket volatility has risen, commodities are driving inflation expectations and fixed income is adjusting in real time. Roger Rouleau joins Michael Hainsworth on the podcast to…
- Why stocks and bonds aren’t enough · 25 minAs companies stay private longer and entire industries grow outside of stock exchanges, public markets are a shrinking slice of the global investment opportunity set. Byron…
- Re-envisioning Retirement Income · 25 minRetirement risk is no longer just about saving enough. It’s about income sustainability in a world where people are living longer and costs keep rising. Daryl Diamond and Craig…
- Venezuela won’t crash oil · 21 minEnergy geopolitics is back on front page news, and oil supply is being called into question. Portfolio Manager Jennifer Stevenson joins host Michael Hainsworth to discuss the…
- Opportunities in the current environment Separating belief in A.I. from market exuberance · 22 minMarkets have priced-in a future where A.I. transforms productivity and profits. Senior Portfolio Manager Tom Dicker joins the podcast to discuss opportunities in the current…
- The Case for Canada: Structural Strength and Long-Term Opportunities · 31 minWhile U.S. equities hog the limelight, Portfolio Managers Don Simpson and Eric Mencke join Host Michael Hainsworth to discuss why Canada still makes sense in a long-term…
- Winners, Losers and the Year Ahead · 25 minWith 2025 coming to an end and the new year just around the corner, Chief Investment Strategist Myles Zyblock joins Host Michael Hainsworth to unpack the winners and losers of…
