inthemoneypod

The definitive tweet on where to find @inthemoneypod New episodes come out Tuesday & Thursday Apple: podcasts.apple.com/ca/podcast/in-… Spotify: open.spotify.com/show/4V4tAv8bn… YouTube: @inthemoneypod" target="_blank" rel="nofollow noopener">YouTube.com/@inthemoneypod RSS: feeds.transistor.fm/in-the-money

Microsoft is down nearly 25% in 2026 $30 billion fund manager Amrita Kasturirangan of Franklin Templeton says it's a very attractive investment opportunity $MSFT Find out why, watch the full episode out now! youtu.be/N9HPSmQhqCo?si…

Gas prices should act as natural brakes on a prolonged war says $30 billion fund manager Amrita Kasturirangan of Franklin Templeton She says she's using pullbacks as buying opportunities Watch the full episode now youtu.be/N9HPSmQhqCo?si…

Petro dollar? Canadian dollar falls to a 2-month low despite crude oil above $90/bl

🚨NEW EPISODE JUST DROPPED We talk war & credit woes with $30 billion fund manager Amrita Kasturirangan of Franklin Templeton She explains why she is going shopping in this market Even picking up asset managers and Microsoft on the dip 👀 TUNE IN NOW: inthemoneypod.com/podcast/amrith…

🚨LESS THAN 10 MIN TO A NEW TRADING DAY Here are five things to know -Stocks under pressure -Jefferies and Ares put private credit in spotlight $JEF $ARES -Memory stocks wobble $MU $SNDK -BRP beats $DOO -Nutrien cut to sell $NTR READ ALL ABOUT IT: inthemoneypod.com/stocks-under-p…

"An exceptional opportunity" Jordan McNamee of the Optimist Fund is bullish on $UBER @McNamee8552 The ride hailing service is down 25% over the past 6 months Watch the full interview youtu.be/x-O6ta3fUtg?si…

Carvana can be a $1,600 stock 👀 Jordan McNamee of the Optimist Fund doubles down on the online used car seller after yet another short report $CVNA Watch the full episode: youtu.be/x-O6ta3fUtg?si…

Optimistic but not unrealistic @McNamee8552 of the Optimist Fund explains why he punted Monday.com from the portfolio on the AI scare $MNDY The award winning hedge fund manager says the sell off is creating opportunities, but isn't sticking around for a turnaround in Monday Watch the full episode youtu.be/x-O6ta3fUtg?si…

Uber on a price-to-sales basis is the same as it was in 2022 Except today they have $10 billion in free cash and in 2022 it was zero says @McNamee8552 He says the selloff right now is creating better opportunities today than the four years ago Watch the full episode now on YouTube! $UBER $SPY youtu.be/x-O6ta3fUtg?si…

🚨30 minutes to a brand new trading day Everything you need to know -Stocks in the red again -Dollarama store sales miss $DOL.TO -goeasy delays earnings results, amends financing $GSY.TO -private credit files: $JEF in play? $APO gates $KKR monetizations lag -Notable calls: $TA.to upgraded, $AG upgraded, $RL upgraded READ ALL ABOUT IT inthemoneypod.com/markets-in-the…

Markets are volatile again but is this sell-off creating the next generation of multi-bagger stocks? We speak with award winning hedge fund manager @McNamee8552 of the Optimist Fund His Pro Picks last year were up 90% He says there are opportunities everywhere right now. Tune in to find out how to spot them inthemoneypod.com/podcast/jordan…

👇 Is the "Anti-ESG" movement actually making the carbon market more professional? Microsoft’s data center spree = A massive catalyst for Carbon Markets? 📂⚡️ (@JoshCrumb) explains to @baystreetamber why "Net Zero" is becoming a legal necessity for the world's biggest incumbents. $ABXX Watch the full interview: inthemoneypod.com/podcast/josh-c…

📉 Short-term noise vs. Long-term infrastructure? @baystreetamber sits down with @JoshCrumb of Abaxx Technologies ($ABXX.to) to peel back the curtain on the stock’s recent volatility. The "Short" Story: Addressing the 40% short volume—is it a fundamental bet or just "net-new" hedging? Beyond the Dip: Why a 35% pullback follows a massive 2025 run as the market looks for "price discovery." Watch the full episode: inthemoneypod.com/podcast/josh-c…

Big shout out to the activists at Elliott Management that convinced Southwest Airlines management to stop hedging fuel costs.

If global commodity trade is entering a more volatile era, who builds the infrastructure required to navigate it? @JoshCrumb joined @InTheMoneyPod to discuss the design requirements for the next generation of trade, including 24/7 markets & agentic AI ➡️youtube.com/watch?v=bmu9kF…

🎙️Superintendent Peter Routledge was a guest on @inthemoneypod. Access the episode here: youtube.com/watch?v=5dg7Vp…

Canadian bank capital levels are as high as they've ever been Is that enough to withstand the worst case scenario when it comes to trade renegotiations this year? @OSFICanada head Peter Routledge says the answer is yes Watch the full episode: youtu.be/5dg7Vp5kKt4?si…

Canada's banking regulator has been criticized for making homeowners qualify under "stress test" interest rates 2% above the posted rate (for uninsured borrowers) One op-ed event went so far to say OSFI is the reason you can't buy a home In an exclusive interview @inthemoneypod, the head of OSFI made clear...the stress test rules aren't going anywhere Watch the full interview: youtu.be/5dg7Vp5kKt4?si…