Inside Moez Kassam’s Bold Playbook: Shorts, Activism & Big Opportunities скачать в хорошем качестве

Inside Moez Kassam’s Bold Playbook: Shorts, Activism & Big Opportunities

How does one of Bay Street’s top fund managers consistently deliver 15% annualized returns while navigating controversy and volatility? In this episode of In the Money with Amber Kanwar, Moez Kassam, Chief Investment Officer & Founder of Anson Funds, shares the secrets behind his success—from finding catalysts in overlooked markets to using activism to unlock value. 🔎 Moez breaks down why he avoids passive investing, how multi-strategy flexibility gives him an edge, and why the best opportunities often hide where others fear to look. He also discusses how Anson balances shorts, longs, and real estate activism, and why sentiment shifts like today's fear-driven markets could be a bullish signal. 🏛️ In the mailbag, Moez shares candid views on Tesla (TSLA), crypto, uranium, and the quantum computing hype. Then, in the Pro Picks segment, he reveals three high-conviction investment ideas—Gildan (GIL), Vistry Group (VTY.L), and InterRent REIT (IIP.UN)—and confirms publicly for the first time that Anson is the largest shareholder of InterRent REIT, outlining the real-world activism playbook that could unlock massive upside. If you’re an investor seeking edge in an uncertain market, you don’t want to miss this grounded, real-talk masterclass. Timestamps 00:00 Intro 01:45 Moez on his investment style and how he became one of Canada’s top fund managers 05:20 Understanding the risks involved with short selling 06:20 How lessons learned as a teenager inform Moez’s decisions today 08:40 Why is there a negative association with shorting stocks? 10:00 Moez addresses market manipulation accusations 14:50 Where is Moez finding opportunities? 16:30 How does Moez decide if a problem is big enough to warrant a short? 18:20 Anson’s move into activist investing 22:05 How real estate fits in to Anson's approach 25:10 Macro, tariffs and opportunities 28:40 Moez on the Canadian election and economy 32:00 Moez on giving back 34:05 What will Anson be up to in 5 years? 35:30 Break: Raymond James Canada CEO on the company’s deep roots in Canada 37:15 ITM Mailbag: Is Tesla a buy at these levels? 38:20 Moez’s view on crypto and bitcoin 39:20 Moez’s take on quantum computing 40:40 Moez’s view on uranium and Cameco 41:20 Moez’s Pro Picks 52:50 Moez’s favourite restaurant right now 53:35 Goodbye & coming up Sponsors ​​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back. Learn more at https://bmo.com/onlineinvesting?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. Visit https://ATB.com/inthemoney for more information Links https://inthemoneypod.com/   / inthemoneypod   https://facebook.com/profile.php?id=6...   / inthemoneypod     / inthemoneypod   questions@inthemoneypod.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. 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.