On the Money with Dynamic

Dynamic

On the Money with Dynamic, the podcast series that delivers access, insights and perspective from some of the industry's most respected active managers and thought leaders, with host Michael Hainsworth.

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20 episodes
fortnightly
Avg 26 min
English

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Thursday · 32 min
Finding who will really wins with AI
It’s still too early to tell who the winners and losers of AI will be. Noah Blackstein joins the podcast to shed some light on the AI investment narrative and why fundamentals still matter.
September 24 · 25 min
Taking your portfolio global
With a handful of companies directing U.S. markets, it’s no surprise many Canadian investors are looking abroad. Peter Rozenberg joins the podcast to explore the opportunities and risks of going global, and his approach to international investing.
September 10 · 27 min
Separating energy truths from narrative
At the beginning of 2026, there was worry of too much oil—fast forward, we’re sitting around US$90 per barrel. Jennifer Stevenson joins the podcast to explore current oil narratives, separate fact from fiction and discuss what investors need to be aware of.
August 27 · 25 min
The 2nd inning for Canadian small- and mid-caps
Canadian small- and mid-cap companies have gone from overlooked to a significant source of returns. Vishal Patel joins the podcast to explore why performance has been strong, the risks involved and how investors can capitalize.
August 13 · 24 min
How investing is changing and how it isn’t
Artificial intelligence is changing how investment teams process data, analyze news, generate ideas and stress-test portfolios. Dan Yungblut joins Michael Hainsworth to discuss how AI is reshaping the industry and how human insight and judgement will remain as important as ever.
July 30 · 22 min
The growing case for Canadian bonds
Driven by the expensive AI arms race, the Canadian corporate bond market is getting bigger, faster and more global, providing more opportunity with increased complexity. In this episode of the podcast, Domenic Bellissimo joins Michael Hainsworth to discuss how the Canadian corporate bond market is developing and the changes to how bonds are priced, traded and evaluated.
July 16 · 26 min
Gold for protection, copper for growth
What’s driving the value of metals in this era geopolitical uncertainty, AI-driven demand and rising government debt? Robert Cohen joins Michael Hainsworth to explore the forces shaping gold, copper and other critical minerals, and discusses how investors can think about resilience, monetary policy and portfolio positioning in a changing world.
July 2 · 27 min
Bottom-up picks, top-down risks
Finding future market leaders to invest in requires rigorous bottom-up analysis, but you can’t ignore top-down considerations. In this episode of the podcast, David Fingold joins Michael Hainsworth to discuss investment process—finding great businesses at good prices and considering the macro view.
June 5 · 24 min
Benefits of Active ETFs
ETFs started as a simple, low-cost way to track major indexes. But today’s ETF landscape is anything but simple. Peter Tomiuk joins Michael Hainsworth to explore how ETFs have evolved from basic index trackers into a spectrum of strategies spanning market cap, rules-based and fully active approaches—and why that shift is changing how investors think about portfolios, performance and the role of active management.
May 21 · 33 min
Long bonds are back
Bonds are not supposed to be exciting. They are supposed to do a job. And after years of near-zero yields, investors are finally being paid for that job again. Rose Devli joins Michael Hainsworth to discuss the current state of bond markets, the role bonds play in modern portfolios and the need for thoughtful, active fixed income management.
May 7 · 24 min
Estate planning that survives real life
Estate planning is about building a plan that survives real life: family dynamics, tax consequences, incapacity, business succession, and the assumptions people make without knowing. Alyssa Mitha joins the podcast to discuss why you can’t rely on A.I. for estate matters and why estate planning needs to be tailored and more specialized than most realize.
April 23 · 26 min
Digital Assets: A different type of diversification
Should we treat digital assets as form of alternative investing? Should it be considered a strategic building block? Or is it all speculation? Pascal St-Jean joins Michael Hainsworth on the podcast to discuss the relevance of digital assets and the role it can play in a modern investment portfolio.
April 9 · 26 min
How gambling culture infiltrated investing
With technology removing investing barriers and providing more access to information than ever before, some investors are behaving more like bettors than investors, chasing price moves rather than underlying value. Jason Gibbs joins Michael Hainsworth on the podcast to discuss what disciplined investors should really focus on.
March 26 · 26 min
Fixed Income Isn’t Fixed: Navigating rates, credit and liquidity
Market volatility has risen, commodities are driving inflation expectations and fixed income is adjusting in real time. Roger Rouleau joins Michael Hainsworth on the podcast to discuss the current state of fixed income and the new playbook to successfully manage the asset class going forward.
March 12 · 25 min
Why stocks and bonds aren’t enough
As companies stay private longer and entire industries grow outside of stock exchanges, public markets are a shrinking slice of the global investment opportunity set. Byron Monaghan joins Michael Hainsworth to discuss why private assets are becoming an increasingly important way to access growth, income and diversification.
February 26 · 25 min
Re-envisioning Retirement Income
Retirement risk is no longer just about saving enough. It’s about income sustainability in a world where people are living longer and costs keep rising. Daryl Diamond and Craig Maddock join the podcast to discuss portfolio longevity and income sustainability even during times of increased market volatility.
February 12 · 21 min
Venezuela won’t crash oil
Energy geopolitics is back on front page news, and oil supply is being called into question. Portfolio Manager Jennifer Stevenson joins host Michael Hainsworth to discuss the current state of the energy sector and potential opportunities.
January 15 · 21 min
Opportunities in the current environment Separating belief in A.I. from market exuberance
Markets have priced-in a future where A.I. transforms productivity and profits. Senior Portfolio Manager Tom Dicker joins the podcast to discuss opportunities in the current market environment and how to protect capital.
Dec 18, 2025 · 31 min
The Case for Canada: Structural Strength and Long-Term Opportunities
While U.S. equities hog the limelight, Portfolio Managers Don Simpson and Eric Mencke join Host Michael Hainsworth to discuss why Canada still makes sense in a long-term investment portfolio.
Dec 4, 2025 · 25 min
Winners, Losers and the Year Ahead
With 2025 coming to an end and the new year just around the corner, Chief Investment Strategist Myles Zyblock joins Host Michael Hainsworth to unpack the winners and losers of 2025, and what 2026 has in store.

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