On the Money with Dynamic Funds is a podcast series discussing market insights, navigating investments and much more with the industry's most experienced active managers and thought leaders.
Featured Episodes
Energy: Separating the Fundamentals from the Politics
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.
February 24
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Gold, Uranium, and the Impact of Tariffs
Vice President & Portfolio Manager Robert Cohen shares his perspective on the remarkable strength of gold amid global economic challenges, including poor monetary and fiscal policies and soaring debt levels. He discusses the current tariff landscape and its anticipated resolution, as well as how ongoing inflationary policies in Canada and the U.S. bolster the case for gold investment.
February 20
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Tariffs, Trade and Canadian Banks
Portfolio Manager Nick Stogdill delves into the resilient performance of the financial sector over the past few years, and how he sees banks navigating a period of potential tariff and trade risk, as well as other segments of the sector indirectly affected.
February 19
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Inflation, Recession, and Credit Valuations
Vice President & Senior Portfolio Manager Tom Dicker and Vice President & Portfolio Manager Jeremy Lucas unpack the current North American credit markets, tackling pressing questions about inflation and recession. They discuss how strong corporate fundamentals and tight credit valuations are shaping investment opportunities.
February 10
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