This Isn’t the Bottom: Jeannine LiChong on Tariffs, Recession Fears & Where to Invest Now скачать в хорошем качестве

This Isn’t the Bottom: Jeannine LiChong on Tariffs, Recession Fears & Where to Invest Now

👉 Click Here to Subscribe:    / @inthemoneypod   This Isn’t the Bottom: Jeannine LiChong on Tariffs, Recession Fears & Where to Invest Now | In the Money with Amber Kanwar Markets are in meltdown mode, but Waratah Capital’s Jeannine LiChong says this isn’t the bottom. On this episode of In the Money with Amber Kanwar, veteran fund manager Jeannine shares how she’s navigating market volatility, tariff uncertainty, and growing recession risks. Drawing from her experience managing through the 2008 financial crisis and the COVID-19 market crash, Jeannine explains why she’s holding cash, waiting for clarity, and watching how U.S. tariffs, policy instability, central bank cuts, and shifts in the global economy are influencing investor psychology and portfolio positioning. She also discusses the broader impacts of interest rate hikes and slowing GDP. She highlights three recession-resistant stocks she’s backing now: Dollarama (DOL.TO) for consumer trade-down and international growth, Intact Financial (IFC.TO) for its defensive profile and pricing power, and Loblaw (L.TO), leveraging food inflation and its No Frills brand. Jeannine also weighs in on Canadian banks, Telus, Capital Power, Canadian Tire, CN Rail, CP Rail, and TFI International. If you're looking to protect your portfolio, find long-term opportunities, and ride out this storm, this episode is a must-watch. 00:00 Intro 01:40 Long-term investing through the noise 03:40 How this downturn differs from ‘08 and COVID 07:00 No bottom until tariff clarity 08:55 Why Jeannine likes Canadian equities 10:10 U.S. recession risk & opportunity for Canada 13:00 Trump’s end goal? 14:15 Why RY.TO is her top Canadian bank 17:20 Thoughts on CTC.TO 19:35 Are rail stocks like CNR.TO & CP.TO at risk? 22:45 T.TO as a long-term hold 25:20 CPX.TO’s big swing 28:00 Thoughts on TFII.TO 30:20 Jeannine’s Pro Picks Sponsors This episode is sponsored by BMO InvestorLine. If you’re an experienced trader, BMO Active Trader is the platform for you. Learn more at https://bmo.com/advancedtrading?ecid=... For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned. 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. Visit https://ATB.com/inthemoney for more information Links https://inthemoneypod.com/   / inthemoneypod     / inthemoneypod     / inthemoneypod   https://facebook.com/profile.php?id=6... [email protected] 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. BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same. In the Money delivers expert stock picks, market analysis, and timely investing insights. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers and financial experts. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy. #IntheMoney #Investing #StockMarket