In the Money with Amber Kanwar

Is Nvidia this era’s Cisco? Mark Sebastian, Founder of the Option Pit, gives a history lesson on tech and reminds us why it’s important to remember what happened during the dotcom bubble. In this interview on In the Money with Amber Kanwar he reveals some of his contrarian ideas and suggests some unloved stocks that he thinks are worth a look, specifically a couple of turnaround plays he’s putting his money on right now. Recorded on: Wednesday January 29th, 2025Timestamps For detailed show notes, navigate using the timestamps below:0:00: Show Open- Mark says he’s going to be uncensored! 1:30: Amber & Mark chat and Mark reminds us to look back to the dotcom bubble9:00: Mark isn’t too concerned about tariffs 12:00: Mark gives his outlook on rates and the bond market 13:50: In the Money mailbag: Mark answers your questions on Intel, Tesla, Meta, Apple and energy stocks 37:30: Mark’s Pro Picks 46:00: Goodbye & coming up  Sponsors Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more informationLinksFollow In the Money:Visit the website: https://inthemoneypod.com/ Submit a question: questions@inthemoneypod.com Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en Facebook: https://www.facebook.com/profile.php?id=61569721774740 Twitter/X: https://twitter.com/inthemoneypod Follow Mark Sebastian:X: https://x.com/OptionPitDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

Chinese AI startup DeepSeek sparked a massive tech sell-off after unveiling an artificial intelligence chatbot that it says uses much cheaper chips. The revelation raised big concerns about chipmaker valuations, specifically that of AI darling Nvidia which saw roughly $600 billion wiped from its market cap. The plunge in Nvidia accounts for more than half of the overall $1 trillion tech wreck. But disruptive tech investor Ivana Delevska thinks the plunge in tech shares is a buying opportunity. In this interview on In the Money with Amber Kanwar, Ivana explains why DeepSeek only strengthens the Nvidia thesis, she answers your questions and crucially tells us what tech stocks she’s buying right now.  Recorded on: Monday, January 27th, 2025Timestamps For detailed show notes, navigate using the timestamps below:00:00: Amber & Jillian chat1:45: Amber & Ivana chat about DeepSeek & Nvidia17:30: In the Money Mailbag: Ivana answers your questions on Tesla, Palantir, Google, GE Verona, quantum computing and Shopify32:30: Ivana’s Pro Picks40:50: Goodbye & coming up next SponsorsPro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more informationLinksFollow In the Money:Visit the website: https://inthemoneypod.com/ Submit a question: questions@inthemoneypod.com Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en Facebook: https://www.facebook.com/profile.php?id=61569721774740 Twitter/X: https://twitter.com/inthemoneypod TikTok: https://www.tiktok.com/@inthemoneypod?lang=enFollow Ivana:X: https://x.com/ivanaspear?lang=enDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

There is no shortage of uncertainty for the market but John Zechner & Frances Horodelski think 2025 could be a good year for Canadian stocks. On this episode of In the Money with Amber Kanwar, Amber gets two of her all-time favourite guests together to discuss where investors can find opportunities amidst tariff woes and slumping economic performance in Canada. John and Frances answer your questions and the interview caps off with John’s top three investment ideas.  Timestamps For detailed show notes, navigate using the timestamps below:00:00: Show Intro1:10: Amber chats with two of her all-time favourite guests11:30: In the Money Mailbag: John & Frances answer your questions on energy stocks, BCE, Lightspeed, Laurentian Bank, U.S. banks, Netflix and United Health46:40: John Zechner’s Pro Picks 52:40: Swag giveaway & coming up SponsorsPro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more informationLinksFollow In the Money:Visit the website: https://inthemoneypod.com/ Submit a question: questions@inthemoneypod.com Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en Facebook: https://www.facebook.com/profile.php?id=61569721774740 Twitter/X: https://twitter.com/inthemoneypod Follow John: https://x.com/jzechner56Follow Frances and subscribe to her blog: https://x.com/fhoro, https://franceshorodelski.com/Disclaimers  The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

The price of oil is up, but Canadian energy stocks have been weighed down by the threat of tariffs. Prominent oil & gas investor Eric Nuttall thinks uncertainty over a trade war is creating massive opportunities in the Canadian energy sector. In this interview with Amber he explains why he remains bullish, answers your questions and tells us what he’s buying (and selling). Timestamps For detailed show notes, navigate using the timestamps below:0:00: In the Money Trailer2:00: Amber & Eric chat about Canadian oil & gas and what Trump’s tariff threats mean for the sector19:20: In the Money Mailbag: Eric answers your questions on CNQ, Baytex Energy, Whitecap Resources, natural gas & Mark Carney35:50: Eric’s Pro Picks49:50: Swag giveaway & goodbyeSponsorsPro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more informationLinksFollow In the Money:Visit the website: https://inthemoneypod.com/ Submit a question: questions@inthemoneypod.com Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en Facebook: https://www.facebook.com/profile.php?id=61569721774740 Twitter/X: https://twitter.com/inthemoneypod Follow Eric Nuttall:X: https://x.com/ericnuttallDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

Rick Rule isn’t worried about Donald Trump’s tariff threats on Canada. He thinks there are lots of buying opportunities in Canadian mining and energy. In this interview, he explains why gold will do well because of simple arithmetic, why buying Canadian oil & gas is a no-brainer and he offers his top three investment ideas.Timestamps For detailed show notes, navigate using the timestamps below:0:00: Amber & Executive Producer Jillian chat4:04: About Rick & he confirms he’s a gold bug 8:55: Rick gives his outlook on gold, talks tariffs16:00: Mailbag questions on Lundin companies, Equinox Gold, Osisko Development, Nutrien & Potash29:25: More mailbag questions on gold & silver miners vs. ETFs, the business case for Canadian oil & gas, outlook for oil & gas37:35: Rick’s Pro Picks SponsorsPro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more informationLinksFollow In the Money:Visit the website: https://inthemoneypod.com/ Submit a question: questions@inthemoneypod.com Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en Facebook: https://www.facebook.com/profile.php?id=61569721774740 Twitter/X: https://twitter.com/inthemoneypod Follow Rick Rule:X: https://x.com/RealRickRule?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorHe’ll look at your portfolio for free!: https://www.ruleinvestmentmedia.com/Attend the Rule Symposium on Natural Resource Investing, July 7-11 in Boca Raton, FLDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

In the Money with Amber Kanwar brings you actionable ideas from top money managers to help you make profitable decisions. As one of Canada’s most recognizable business journalists and the former host of BNN Bloomberg’s Market Call, join Amber as her guests answer your questions on individual stocks and offer their best investment ideas.

In our inaugural episode Eric Jackson, Founder & President of EMJ Capital joins Amber to talk all things tech, crypto and AI. He also answers your questions and explains why he’s so bullish on quantum computing. Plus, he offers his ‘Pro Picks’ his top three investment ideas which include quantum names and a beaten down growth play he says has big upside.   Timestamps For detailed show notes, navigate using the timestamps below:0:00-1:00: In the Money promo 1:00-11:00: Intro & about Eric 11:00-13:35: The current market tantrum 13:35-22:00: Eric explains why he’s so bullish on quantum computing22:00-26:30: Eric discusses Jensen Huang’s comments on quantum26:30-41:30: Eric answers questions on Nvidia, MicroStrategy, Opendoor, Carvana and Apple 41:30-51:00: Eric’s Pro Picks51:00-52:00: Swag Giveaway & Goodbye SponsorsPro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. ATB's Capital Markets arm is a full-service investment dealer that offers investment and corporate banking, sales and trading, institutional research, and risk management. Visit ATB.com/inthemoney for more informationLinksFollow In the Money:Visit the website: https://inthemoneypod.com/ Submit a question: questions@inthemoneypod.com Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en Facebook: https://www.facebook.com/profile.php?id=61569721774740 Twitter/X: https://twitter.com/inthemoneypod TikTok: https://www.tiktok.com/@inthemoneypod?lang=enFollow Eric Jackson:X: https://x.com/ericjackson?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5EauthorDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice. The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.