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İçerik Dynamic Funds tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Dynamic Funds veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
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1 You Can Visit All Seven Continents. But Should You? 26:46
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For many travelers, Antarctica is a bucket-list destination, a once-in-a-lifetime opportunity to touch all seven continents. In 2023, a record-breaking 100,000 tourists made the trip. But the journey begs a fundamental question: What do we risk by traveling to a place that is supposed to be uninhabited by humans? And as the climate warms, should we really be going to Antarctica in the first place? SHOW NOTES: Kara Weller: The Impossible Dilemma of a Polar Guide Marilyn Raphael: A twenty-first century structural change in Antarctica’s sea ice system Karl Watson: First Time in Antarctica Jeb Brooks : 7 Days in Antarctica (Journey to the South Pole) Metallica - Freeze 'Em All: Live in Antarctica Learn about your ad choices: dovetail.prx.org/ad-choices…
Artificial Intelligence (AI): A Paradigm Shift For Investors
Manage episode 361634727 series 3286247
İçerik Dynamic Funds tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Dynamic Funds veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Vice President & Portfolio Manager Vishal Patel shares his thoughts on the importance of Artificial Intelligence (AI), how it will impact various industries from an investment standpoint, and how this technology will impact how we work and play.
104 bölüm
Manage episode 361634727 series 3286247
İçerik Dynamic Funds tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Dynamic Funds veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Vice President & Portfolio Manager Vishal Patel shares his thoughts on the importance of Artificial Intelligence (AI), how it will impact various industries from an investment standpoint, and how this technology will impact how we work and play.
104 bölüm
ทุกตอน
×Vice President & Senior Portfolio Manager, Derek Amery sits down with Vice President & Portfolio Manager, Domenic Bellissimo and Portfolio Manager, Rose Devli to unpack the uncertainty looming over consumer spending, corporate capital expenditures, and the potential for a slowdown or recession. They examine how these factors intertwine with tariffs and the implications as bond yields rallying and risk assets selling off, they provide insights and strategies to help you navigate this complex landscape of fluctuating policies and geopolitical tensions.…

1 Energy: Separating the Fundamentals from the Politics 13:23
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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.…

1 Gold, Uranium, and the Impact of Tariffs 13:27
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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.…

1 Tariffs, Trade and Canadian Banks 11:39
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Portfolio Manager, Nick Stogdill delves into the resilient performance of the financial sector over the past few years, and the how he see’s banks navigating a period of potential tariff and trade risk, as well as other segments of the sector indirectly affected.

1 Inflation, Recession, and Credit Valuations 19:34
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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.…

1 Equity Income Landscape in 2025 20:52
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Vice President & Senior Portfolio Manager’s Tom Dicker and Jason Gibbs in conversation with Vice President & Portfolio Manager Ryan Nicholl, explore the 2025 market landscape and implications of a tech-driven bull market. They highlight unique opportunities in undervalued defensive sectors like healthcare and consumer staples.…

1 The 2024 ETF Boom: Reflections and Predictions for 2025 22:12
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Vice President of ETF Distribution Peter Tomiuk and Vice President and Head of ETFs, Alan Green dive into why ETF markets in both Canada and the U.S. surged to new heights with record inflows in 2024, and also speculate on potential trends for 2025. They discuss the investment landscape that set up 2024’s unprecedented boom and dig into the current environment in an attempt to determine what that means for the year ahead in the ETF industry, and what opportunities that may present for investors.…
Myles Zyblock, Chief Investment Strategist explores the implications of the Trump 2.0 administration in the year ahead. Amid cautious optimism around pro-growth policies, lower interest rates, potential deregulation in the U.S., and uncertainties around trade policies, Myles reviews the economic growth trends of 2024 and forecasts for 2025. He highlights the promise of positive growth and receding inflation while acknowledging the potential volatility tied to upcoming tariff announcements.…

1 ETFs Unstoppable Trajectory 18:47
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Vice President and Head of ETFs, Alan Green and Vice President of ETF Distribution, Peter Tomiuk are joined by Chris Pitts, Partner, Asset & Wealth Management at PwC to discuss the momentum in Canadian and Global ETF flows. Chris present’s findings from PwC's recent decade-long ETF survey publication, focusing on key trends such as the innovations in thematic offerings, how the influence of technological advancements are enhancing investor engagement, and also provides predictions of continued robust growth for ETFs in Canada.…

1 Deciphering the Options-Based ETF Landscape 34:51
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Vice President & Senior Portfolio Manager Damian Hoang and Portfolio Manager Derek Bastien walk you through the various covered options ETF strategies available. Beginning with the basics in understanding covered call writing and cash-secured put writing they highlight the key differences and benefits between the strategies to help investors select the best “option” for their portfolio.…

1 Ripple Effects of the U.S. Election on Canada’s Economy 23:40
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In this episode, Mark Brisley, Managing Director & Head of Dynamic Funds and Jean-François Perrault, Senior Vice-President & Chief Economist at Scotiabank, explore the effects of the U.S. election outcome on the Canadian economy amid the recent stock market rally and the implications for Canadian investors in light of the shifting U.S. policies to come. As investors anticipate tax cuts and deregulation to drive growth, we discuss how a second Trump administration might impact Canada, particularly regarding trade, immigration, and energy.…

1 Longevity and Retirement Readiness 22:05
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Chief Retirement Income Strategist Daryl Diamond and Vice President, Portfolio Solutions David De Pastena are joined by Rebekah Young, Vice President, Head of Inclusion and Resilience Economics to discuss the challenges facing Canadians as they underestimate life expectancy and unplanned health-related costs looming in their senior years. Daryl and Rebekah emphasize the importance of proactive discussions considering financial security and health-related issues for a more informed approach when planning their retirement.…

1 Des placements à revenu fixe fiscalement avantageux 13:45
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Dans cet épisode, Éric Hallé, Vice-président régional, est du Canada, reçoit Roger Rouleau, vice-président et gestionnaire de portefeuille, pour examiner les avantages d’investir dans les obligations à escompte. Cet épisode a pour objectif d’aider les détenteurs de titres à revenu fixe à comprendre les importants changements survenus sur le marché obligataire et à trouver des stratégies pour conserver une plus grande part de leurs revenus. M. Rouleau explique les occasions qui s’offrent aux porteurs d’obligations et la manière dont la gestion active d’obligations à escompte peut être fiscalement avantageuse pour les investisseurs canadiens.…

1 Tax-Savvy Investing in Fixed Income 14:12
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Head of National Accounts, Lloyd Perruzza is joined by Roger Rouleau, Vice President and Portfolio Manager to explore the benefits of discounted bonds. This episode is designed to help fixed-income investors grasp the significant changes in the bond market and learn strategies to retain more of their earnings. Roger shares his perspective on the opportunities for bond investors and how actively managed discounted bonds can offer potential tax benefits for Canadian investors.…

1 Central Bank Rate Cuts and Implications for Investors 15:42
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Vice President & Senior Portfolio Manager Romas Budd sits down with Vice President & Senior Portfolio Manager Derek Amery to discuss the recent move by the US Federal Reserve to cut interest rates by half a percentage point, kicking off what could be a steady period of easing in the US.
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On the Money with Dynamic Funds

1 Passive Bond Funds are Oxymorons 21:28
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Dynamic’s Head of National Accounts, Lloyd Perruzza sits down with Professor Martijn Cremers, Dean of Notre Dame’s Mendoza College of Business, and acclaimed researcher in the field of money management, to discuss the findings of a new groundbreaking study that challenges conventional wisdom about bond investing. Professor Cremers highlights the challenges encountered by asset managers in passive index creation & replication, which has often led to significant negative deviations from their benchmarks & many active competitors. He also illustrates the material concerns related to "passive" bond management and sheds light on the concept of ‘positive performance persistence’, which helps explain how funds with high active share and historically proven capabilities are more likely to exhibit strong future performance.…
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On the Money with Dynamic Funds

1 ETF Market Update: Record Flows and Latest Innovations 17:40
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Vice President and Head of ETFs, Alan Green, is once again joined by Vice President of ETF Distribution, Peter Tomiuk, to discuss what has happened in the world of ETFs – from flows, the outlook, upcoming products, to the adoption and use of multi-asset, active and income-generating ETFs.
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On the Money with Dynamic Funds

1 Cybersecurity Essentials for Small Business 17:12
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David Portal, Vice President, Systemized Solutions, is joined by Devin Kropp, Editor at Horsesmouth , Co-creator of the Savvy Cybersecurity Training Program , and Co-author of Hack-Proof Your Life Now! The New Cybersecurity Rules , to discuss how individuals and small businesses can stay safe online. Devin explains what cybersecurity is, what to be aware of, how to protect yourself, available resources, costs, what to do if you’re a victim and more.…
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On the Money with Dynamic Funds

1 A Reliable Paycheque Amidst Falling Rates 21:41
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Chief Retirement Income Strategist Daryl Diamond and Vice President, Portfolio Solutions David De Pastena are joined by Marc-André Gaudreau, Head of the Specialized Credit team to explores critical challenges retirees face with bond income, volatility, and fluctuating rates. Marc-André explains how active fixed income management can outperform passive strategies, and why bonds may offer higher yields to support retirement income. Daryl digs into the trade-offs between the guarantees of GICs and the income potential of bonds over the long term.…
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On the Money with Dynamic Funds

1 REITs: "Time to Start Planting Seeds" 30:23
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Vice-President & Portfolio Manager Tom Dicker sits down with Vice President & Portfolio Manager, Maria Benavente to discuss how investors have been cautious about investing in real estate in recent years with the bombardment of negative headlines. Maria speaks to the pivot in the sector and how a real estate ETF creates an attractive entry point for long-term investors.…
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On the Money with Dynamic Funds

1 Do you have a Trusted Contact Person? 23:49
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Ellen Bessner, Ellen Bessner, Financial Industry Litigator and author, explains why investors should understand the importance of appointing a Trusted Contact Person (TCP). She provides practical guidance on how a TCP can work with an advisor to help reach an elderly client, navigate tricky personal situations and provide insights into health concerns if they arise.…
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On the Money with Dynamic Funds

1 The Investor’s Guide to Global Currencies 24:26
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Eric Souders, Portfolio Manager and Director at Payden & Rygel Investment Management, joins Dynamic’s Head of National Accounts, Lloyd Perruzza, to discuss the seismic shifts that are occurring in the world of currencies. Whether you have investments impacted by foreign currencies or you’re wondering how this will affect your day-to-day finances, this conversation can help you sort out where different currencies are and where they might be headed.…
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On the Money with Dynamic Funds

1 The role of ETF Market Makers 24:02
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Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Alex Perel, Director, Head ETF Services at Scotiabank. They discuss the vital role market makers play in ensuring liquidity and fair pricing, the impact of technology on trading efficiency, and strategies for optimizing your ETF investments.…
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On the Money with Dynamic Funds

1 The Federal Budget's Tax Impact: What Investors and Small Business Owners Need to Know 25:35
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Regional Vice President, Mark Witte, is joined by best-selling author, Founder and President of the Knowledge Bureau, Evelyn Jacks. Through critical conversation, they review the new tax landscape introduced with the recent federal budget and what it means for investors and small business corporations. Topics covered include the new capital gains inclusion rate, changes for real estate owners and what taxpayers can do to preserve wealth.…
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On the Money with Dynamic Funds

1 The Importance of the Stock Exchange in the ETF Ecosystem 23:16
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Vice President of ETF Distribution, Peter Tomiuk, and Vice President and Head of ETFs, Alan Green are joined by special guest Graham MacKenzie, Managing Director for Exchange Traded Products at TMX Group. Through engaging conversations, they provide valuable insights into the functions of the Toronto Stock Exchange (TSX) and the strategies driving ETF growth and solutions for Canadian investors.…
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On the Money with Dynamic Funds

1 The Playbook for Generating Sustainable Yield 16:46
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Chief Retirement Income Strategist Daryl Diamond is joined by Oscar Belaiche, Senior Vice President & Portfolio Manager, for an in-depth conversation offering invaluable strategies for constructing portfolios that generate sustainable yield. Oscar shares his approach to selecting quality investments with consistent dividends, beyond traditional equities, while Daryl emphasizes critical tax-efficient income strategies and key criteria for selecting fund managers.…
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On the Money with Dynamic Funds

1 Opportunities in Global Equities 32:25
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Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager Ryan Nicholl takes you around the world highlighting the regions and sectors where he is finding the best opportunities in today’s market environment to invest in quality defensive businesses.…
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On the Money with Dynamic Funds

1 Cash, GICs or Bonds? Help for those looking for answers 15:52
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A conversation with VP & Head of Research for Dynamic Funds, Dan Yungblut, which delves into the recent surge in investor demand for GICs, high-interest savings accounts and other cash like products. Surface the limitations, risks and challenges of cash as a long-term solution when compared to a portfolio of bonds. Further, discover why active fixed-income management is critical to healthier portfolio construction and your long-term financial goals when compared to passive investing.…
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On the Money with Dynamic Funds

1 Tax Efficiency: Keeping More and Making It Last 14:37
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Chief Retirement Income Strategist, Daryl Diamond and Vice President, Portfolio Solutions David De Pastena discuss the importance of tax-efficient income streams and strategies to preserve capital to ensure sustainable after-tax cash flow. They examine the different income types, taxation nuances, and smart asset allocation across diverse accounts to optimize tax-efficient investment choices for retirees.…
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On the Money with Dynamic Funds

1 Stay Ahead of The Curve with Specialized Credit 30:00
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Vice President & Portfolio Manager, Tom Dicker in conversation with Vice President & Portfolio Manager, Jeremy Lucas explore a broad range of topics in credit and issues facing investors today. Jeremy highlights the risks and opportunities in credit markets and provides insights into Dynamic’s Specialized Credit Team’s investment process.…
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