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Separating energy truths from narrative
At 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 narratives, separate fact from fiction and discuss what investors need to be aware of.
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The 2nd inning for Canadian small- and mid-caps
Canadian 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 risks involved and how investors can capitalize.
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How investing is changing and how it isn’t
Artificial intelligence is changing how investment teams process data, analyze news, generate ideas and stress-test portfolios. Dan Yungblut joins Michael Hainsworth to discuss how AI is reshaping the industry and how human insight and judgement will remain as important as ever.
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The growing case for Canadian bonds
Driven 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 episode of the podcast, Domenic Bellissimo joins Michael Hainsworth to discuss how the Canadian corporate bond market is developing and the changes to how bonds are priced, traded and evaluated.
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