TDAM Talks
by TD Asset Management, TDAM, Ingrid Macintosh
Latest episode
Private Markets: Returns, Risk and Reality | TDAM Talks Podcast
Private Markets: Returns, Risk and Reality | TDAM Talks Podcast
About this podcast
The TDAM Talks Podcast is a podcast where we dive deep into the world of investment markets. We'll share the latest trends and, insightful analysis, and uncover strategies that will help you navigate the complex landscape of investing.
Episodes
The newest 20 of 95 episodes
- Private Markets: Returns, Risk and Reality | TDAM Talks Podcast · 29 min · Season 4 Episode 19How resilient have private markets been through today's challenging environment? Justin Flowerday and Colin Lynch discuss the role of liquidity, investor alignment, and long-term…
- AI Investing: Are Humans Still Needed? | Portfolio Manager Views Podcast · 35 min · Season 4 Episode 18Artificial intelligence is transforming how portfolios are researched, built, and managed, but human expertise remains essential. Join Julien Palardy, Head of Quantitative…
- Investing in Bonds: The New Yield Opportunity | Portfolio Manager Views Podcast · 25 min · Season 4 Episode 17Fixed income is back in focus, but the investment landscape looks very different than it did just a few years ago. Join Benjamin Chim and Sayada Nabi as they discuss what higher…
- The Essential Dividend ETF Checklist | The ETF Experience · 14 min · Season 4 Episode 15Are high-yield dividend ETFs always the best investment? Join Isabela Sagan and Linda Otamendi as they break down dividend income, yield, total return and the common pitfalls…
- AI, Markets & the Next Wave of Growth | Portfolio Manager Views Podcast · 29 min · Season 4 Episode 16After years of AI-driven gains, investors are asking what comes next. Tune in as Vitali Mossounov, Juliana Faircloth, and Tarik Aeta discuss the future of AI, the trends driving…
- Why Fixed Income Matters Again | TDAM Talks Podcast · 20 min · Season 4 Episode 14Join Justin Flowerday, CIO of TD Asset Management, and Jennifer Hartviksen, Head of Global Fixed Income, for a discussion on today's fixed income landscape, including rates…
- Do Investors Need Commodities in Their Portfolios Again? | Portfolio Manager Views Podcast[ · 33 min · Season 4 Episode 13As demand for energy, metals and raw materials grows - driven by AI infrastructure, electrification, power grid expansion and reshoring—commodity markets are facing increasing…
- Real Estate Yield is Back: What Investors May Be Missing | Minds and Markets Podcast · 26 min · Season 4 Episode 12Higher interest rates may have weighed on real estate valuations, but they have also created a more attractive income and return backdrop for investors. In this episode, Jafer…
- High Yield Bonds Explained: What Makes Them the "Equity of Fixed Income" | Portfolio Manager Views Podcast · 30 min · Season 4 Episode 11High yield bonds can deliver strong income - but they’re often misunderstood. In this episode, Alexandra Gorewicz of TD Asset Management is joined by Anthony Imbesi to break down…
- Don't Doomscroll the Dip: 3 Ways to Build a Calm, Confident Money Mindset | The ETF Experience Podcast · 15 min · Season 4 Episode 10Sold on a red day… then watched markets rebound? Isabela Sagan and Trevor Cummings break down why investor behaviour - not just investment choices - drives outcomes, and share…
- How Global Markets Are Breaking Records Despite War, Volatility and Recession Fears | Portfolio Manager Views Podcast · 33 min · Season 4 Episode 9In this episode, Benjamin Gossack and Damian Fernandes unpack why global markets continue to push higher despite persistent geopolitical and economic uncertainty. They explore…
- A Guide to International ETFs: Building Your "Passport Portfolio" | The ETF Experience Podcast · 21 min · Season 4 Episode 8How can investors diversify beyond home-country markets? Join Isabela Sagan and Andres Rincon as they break down the difference between international, global, and emerging…
- Do Geopolitical Tensions and Oil Shocks Threaten Canada's Market Outlook? · 30 min · Season 4 Episode 7Join Justin Flowerday and Vitali Mossounov on TDAM Talks as they explore how geopolitical tensions, oil price shocks, and inflation are influencing market volatility and Canada’s…
- The New Market Forces Driving Renewable Energy Infrastructure | Portfolio Manager Views · 14 min · Season 4 Episode 6Colin Lynch and Danny Hong examine the market forces reshaping renewable energy infrastructure, from energy security and supply‑chain resilience to growing AI‑driven demand. They…
- A Strategic Approach to FX Currency Hedging | Minds & Markets · 21 min · Season 4 Episode 5In this episode of Minds and Markets, Jafer Naqvi and Mathieu Côté discuss why traditional views of currency as a natural hedge are being challenged. They explain how foreign…
- U.S. Tech Fatigue Fuels Global Stock Market Opportunities | Portfolio Manager Views Podcast · 16 min · Season 4 Episode 4As U.S. megacap tech leadership shows signs of fatigue, global equity markets are entering a new phase of broader opportunity across regions and sectors. In this episode of…
- What is the Coast FIRE Retirement Strategy? | The ETF Experience · 17 min · Season 4 Episode 3Ready to rethink what early retirement could look like? Join TDAM’s Isabela Sagan and Benjamin Gossack as they break down Coast FIRE and how ETFs can help you “coast” toward…
- The Global Forces Shaping the 2026 Bond Market | Portfolio Manager Views · 19 min · Season 4 Episode 2Discover the key forces reshaping global fixed income in 2026 as Michael Augustine and Hafiz Noordin break down opportunities across bond markets. Tune in for a quick, insightful…
- A Look at the Year Ahead in Markets in 2026 | TDAM Talks Podcast · 18 min · Season 4 Episode 1Market performance in 2025 was shaped by a complex mix of macroeconomic forces, policy dynamics and evolving investor sentiment. As those forces continue to evolve, the outlook…
- The ETF Experience | What's Driving 2026 · 12 min · Season 3 Episode 35This past year was marked by tension, elevated uncertainty, tariff disputes, and the rise of unstoppable AI. Even so, ETFs continue to evolve, adapting to changing markets and…
