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, 2025

Timestamps

For detailed show notes, navigate using the timestamps below:

00:00: Amber & Jillian chat
1:45: Amber & Ivana chat about DeepSeek & Nvidia
17:30: In the Money Mailbag: Ivana answers your questions on Tesla, Palantir, Google, GE Verona, quantum computing and Shopify
32:30: Ivana’s Pro Picks
40:50: Goodbye & coming up next

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 information

Links

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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.

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 Intro
1:10: Amber chats with two of her all-time favourite guests
11:30: In the Money Mailbag: John & Frances answer your questions on energy stocks, BCE, Lightspeed, Laurentian Bank, U.S. banks, Netflix and United Health
46:40: John Zechner’s Pro Picks
52:40: Swag giveaway & 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 information

Links

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Visit the website: https://inthemoneypod.com/

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Twitter/X: https://twitter.com/inthemoneypod

Follow John: https://x.com/jzechner56

Follow 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 Trailer
2:00: Amber & Eric chat about Canadian oil & gas and what Trump’s tariff threats mean for the sector
19:20: In the Money Mailbag: Eric answers your questions on CNQ, Baytex Energy, Whitecap Resources, natural gas & Mark Carney
35:50: Eric’s Pro Picks
49:50: Swag giveaway & goodbye

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 information

Links

Follow In the Money:

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Twitter/X: https://twitter.com/inthemoneypod

Follow Eric Nuttall:

X: https://x.com/ericnuttall

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.

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 chat
4:04: About Rick & he confirms he’s a gold bug
8:55: Rick gives his outlook on gold, talks tariffs
16:00: Mailbag questions on Lundin companies, Equinox Gold, Osisko Development, Nutrien & Potash
29:25: More mailbag questions on gold & silver miners vs. ETFs, the business case for Canadian oil & gas, outlook for oil & gas
37:35: Rick’s Pro Picks

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 information

Links

Follow In the Money:

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Follow Rick Rule:

X: https://x.com/RealRickRule?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

He’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, FL

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.

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 computing
22:00-26:30: Eric discusses Jensen Huang’s comments on quantum
26:30-41:30: Eric answers questions on Nvidia, MicroStrategy, Opendoor, Carvana and Apple

41:30-51:00: Eric’s Pro Picks
51:00-52:00: Swag Giveaway & Goodbye

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 information

Links

Follow 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=en

Follow Eric Jackson:

X: https://x.com/ericjackson?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor

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.