TDAM Talks Podcast

Listen to our experts discussing the latest investment trends,
capabilities and macro outlooks, at your convenience.

Featured Episode

The New Market Forces Driving Renewable Energy Infrastructure | Portfolio Manager Views

Published: April 2, 2026

Join Colin Lynch and Danny Hong as they discuss how changing market forces are shaping renewable energy infrastructure and what this means for investors.

TDAM Talks
Portfolio Manager Views
ETF Experience

The TDAM Talks Podcast is your monthly guide to the investment markets, featuring high-level insights from TD Asset Management’s senior leaders and thought leaders. Each episode explores market trends, asset allocation strategies, and key perspectives from the Wealth Asset Allocation Committee
helping investors navigate what’s next, with confidence.

A Strategic Approach to FX Currency Hedging | Minds and Markets

Published: March 26, 2026

Join Jafer Naqvi and Mathieu Côté as they explore how evolving market dynamics are reshaping approaches to currency risk management.
TDAM Talks Podcast: The Year Ahead 2026

Published: January 5, 2026

Join David Sykes and Kevin Hebner, as they deliver comprehensive insights and key considerations for 2026.
The Currency Tide Change: The Impact of a Declining U.S. Dollar

November 6, 2025

Ingrid Macintosh and Kevin Hebner discuss what a weaker U.S. dollar may mean for investors.
TDAM Talks Podcast: Stewardship - From Controversy to Change

October 23, 2025

Ingrid Macintosh, Priti Shokeen and Vanessa Allen discuss ESG stewardship and why it matters.
TDAM Talks Podcast: Mid-Year Market Checkpoint

Sep 3, 2025

Join Ingrid Macintosh, Colin Lynch and Adam Thouret as they discuss the trends and opportunities in real estate and infrastructure.
TDAM Talks Podcast: The New Global Order - Implications for Investors

June 3, 2025

Join Ingrid Macintosh in conversation with Kevin Hebner as they dive into Kevin's latest whitepaper looking at the key drivers of Trump's policy pivots, and what might be ahead for investors when the dust settles.
TDAM Talks Podcast: Unpacking the First 100 Days of Trump 2.0

May 7, 2025

Join Ingrid Macintosh, in conversation with Christian Medeiros and Hussein Allidina, as they discuss the first 100 days of the Trump administration and Canada's broad investment strategy going forward.
TDAM Talks Podcast: Fresh Picks - Opportunities in Spring Equities

April 24, 2025

Join Justin Flowerday and Monica Yeung to dig into where growth is budding, where it might still be frozen, and what's in store for the loonie and volatility in months to come.
TDAM Talks Podcast: Bonds & Beyond

March 18, 2025

Join Ingrid Macintosh, Alex Gorewicz and Michael Augustine as they explore the evolving bond and interest rate landscapes.
TDAM Talks Podcast: International Women's Day 2025

March 6, 2025

Tune in to hear Ingrid Macintosh in conversation with Dawn Shaw and Angie Elkhodiry.
TDAM Talks Podcast: Beat the Investing Boogeyman

February 12, 2025

Join Ingrid Macintosh, Michael Craig and Anna Castro, as they review the recent Bank of Canada and U.S. Federal Reserve interest rate decisions.
TDAM Talks Podcast: Real Estate, Real Value

January 28, 2025

Join Ingrid Macintosh and Andrew Croll as they discuss the market environment, the long-term potential of real estate, and key differentiators in TDAM's real estate capabilities.
TDAM Talks Podcast: The Year Ahead 2025 - Themes, Trends and Tactics

January 7, 2025

Join Ingrid Macintosh and David Sykes to review 2024 and set the stage for the year ahead, with comprehensive insights on asset classes, sectors and outliers.
TDAM Talks Podcast: Gold, Oil and Metals – the 2024 Commodities Roundup

December 5, 2024

Join Ingrid Macintosh, Hussein Allidina and Humza Hussain as they review the key events shaping commodities over the past year, and explore what lies ahead.
TDAM Talks Podcast: Alpha Lab - The Science of Quantitative Investing

October 23, 2024

Join Ingrid Macintosh, Julien Palardy and Philip Gendreau, as they discuss how quantitative strategies are built.
TDAM Talks Podcast: U.S. Elections - Pivoting Predictions and Investor Outlooks

September 13, 2024

Join Ingrid Macintosh, Michael Craig and Christian Medeiros as they discuss the upcoming U.S elections (part 2)
TDAM Talks Podcast: Finding Value Amidst Market Volatility

August 15, 2024

Join Ingrid Macintosh, Justin Flowerday, Doug Warwick, and Jennifer Nowski as they discuss current market conditions and the future state of equity markets.
TDAM Talks Podcast: Debt Duality - Fixed Income from Both Sides of the Market

July 17, 2024

Join Ingrid Macintosh, Michael Augustine and Louis Bélanger, as they discuss the current market environment.
TDAM Talks Podcast: Trump vs. Biden – Will the 2024 U.S. Elections Impact Your Investments?

July 3, 2024

Join Ingrid Macintosh, Michael Craig and Christian Medeiros, as they discuss the upcoming U.S elections and its implications on the markets.
TDAM Talks Podcast: Commodities - From Cacao to Crude

May 30, 2024

Join Ingrid Macintosh, Hussein Allidina and Roxane Lapenna, as they discuss opportunities in the world of commodities.
TDAM Talks Podcast: A Public Chat on Private Markets

May 15, 2024

Join Ingrid Macintosh and Colin Lynch as they take a deep dive into the role of private market investments.
TDAM Talks Podcast: O Canada, A Land of Opportunities

Apr 25, 2024

Join Ingrid Macintosh, Justin Flowerday and Monica Yeung as they discuss the driving forces in the Canadian market.
TDAM Talks Podcast: Is Artificial Intelligence Already a Bubble?

Mar 21, 2024

Join Ingrid Macintosh and Kevin Hebner as they discuss the impacts of artificial intelligence (AI)
TDAM Talks Podcast: Inspire Inclusion - Celebrating Women's Achievements in Finance and Beyond

Mar 7, 2024

On this special International Women's Day edition of the TDAM Talks Podcast, Ingrid Macintosh, welcomes Kim Parlee and Priti Shokeen.
TDAM Talks Podcast: The Year Ahead - TDAM's Outlook for 2024

Jan 4, 2024

On this first 2024 TDAM Talks podcast, Ingrid Macintosh, welcomes David Sykes, to discuss the trends that may shape the financial landscape in the year ahead.

The Portfolio Manager Views Podcast brings you insights from portfolio managers and personal investing leaders as they break down market movements and emerging trends. Designed to help investors interpret the news and understand its impact on their portfolios, this podcast delivers expert guidance in an ever-changing investment landscape.

U.S. Tech Fatigue Fuels Global Stock Market Opportunities | Portfolio Manager Views

March 12, 2026

Join Vitali Mossounov and Julien Palardy as they unpack how U.S. tech fatigue and AI spending are reshaping the global stock market.
The Global Forces Shaping the 2026 Bond Market | Portfolio Manager Views

February 5, 2026

Join Michael Augustine and Hafiz Noordin, as they explore the evolving fixed income landscape and opportunities across global bond markets.
Breadth of Experience Podcast: Quarterly Market Update - Growth & Crosswinds

Dec 10, 2025

Join Jose Alancherry, in conversation with Alex Gorewicz and Christian Medeiros, as they share their insights on market trends, investor priorities, and the factors shaping fixed income and asset allocation.
TDAM Talks Podcast: Breadth of Experience - Sunshine After the Storm in Q2

July 2, 2025

Join Damian Fernandes, James Hunter and Jose Alancherry, for this three-part series where they explore the bright spots shaping Canada's Q2 story.
TDAM Talks Podcast: Breadth of Experience - Stocks & Shocks: Q1 Equities Roundtable

April 2, 2025

Join Benjamin Gossack, Vitali Mossounov, and Jose Alancherry, for an engaging three-part Q1 roundtable chat on stocks and shocks driving the markets.
TDAM Talks Podcast: Breadth of Experience - Spotlight of the Public Equities Team

March 27, 2025

Join Jason McIntyre in conversation with Justin Flowerday for an insightful discussion about the recent milestone recognition and differentiators that set our Public Equities Team apart.
TDAM Talks Podcast: Breadth of Experience - Q4 Roundtable Chat on Equities

December 18, 2024

Join Damian Fernandes, Vitali Mossounov and Jose Alancherry for an engaging Q4 roundtable chat about the forces driving change.
TDAM Talks Podcast: Breadth of Experience - Q3 Roundtable Chat on Equities

October 3, 2024

Join Benjamin Gossack, Damian Fernandes, and Jose Alancherry, for an engaging three-part Q3 roundtable chat on the equity market.
TDAM Talks Podcast: Breadth of Experience - Q2 Roundtable Chat on Equities

June 27, 2024

Join Damian Fernandes, Benjamin Gossack and Jose Alancherry, for an engaging three-part Q2 roundtable chat on the equity market.
TDAM Talks Podcast: Breadth of Experience - A Roundtable Chat on Equities

Mar 27, 2024

In this special edition of TDAM Talks Podcast in our Breadth of Experience series, Damian Fernandes, Ben Gossack and Jose Alancherry, engage in a roundtable chat on the equity market.
TDAM Talks Podcast: Breadth of Experience - TD Epoch Investment Approach - Focused on Quality

December 4, 2023

Jason McIntyre welcomes special guest Steven Bleiberg to discuss TD Epoch's free cash flow investing philosophy.

The ETF Experience Podcast brings market insights to Do-It-Yourself investors. Join portfolio managers and market specialists as they break down key trends, asset allocation strategies, and the evolving ETF landscape to help you navigate today’s markets with confidence.

What is the Coast FIRE Retirement Strategy? | The ETF Experience

February 11, 2026

Join Isabela Sagan and Benjamin Gossack as they examine the Coast FIRE path to retiring early.
The ETF Experience: What's Driving 2026

December 18, 2025

Join Isabela Sagan and Damian Fernandes as they explore ETF themes and what's driving 2026.
The ETF Experience: Hedging Effect - Managing Currency Risk

November 13, 2025

Join Isabela Sagan and Rachana Bhat as they explore what investors should know about currency hedging.
4 Mistakes to Avoid When Building an ETF Portfolio

October 9 2025

Isabela Sagan and Alex Gorewicz break down the four biggest mistakes investors make when creating an ETF-only portfolio.
The ETF Experience: Cracking the ETF Code

September 11, 2025

Join Isabela Sagan, Chiara Carozzi and Trevor Cummings, TDAM as they draw on their industry expertise to cut through the confusion and set the record straight on ETF investing – no fluff, all facts.
The ETF Experience: Growth is in the Air

August 21, 2025

Isabela Sagan and Jose Alancherry discuss the intersection of travel and defense, and how to invest in these growing global trends.
The ETF Experience: The Yield is Real

July 16, 2025

Whether you're bond-curious or ready to rebalance, join Isabela Sagan in conversation with Rachana Bhat as they take a look at bond market basics.
The ETF Experience: Steady Hands for Smoother Outcomes

June 12, 2025

Whether you're navigating your first correction or planning for the long haul, join Chiara Carozzi in conversation with Julien Palardy, as they define what volatility really means.
The ETF Experience: The Secret Sauce to a Smarter Portfolio

May 23, 2025

Join Chiara Carozzi in conversation with Trevor Cummings as they peel back the layers of diversification, and explore how this strategy can be the most powerful ingredient in your long-term investing mix.
The ETF Experience: Spring into Equities

May 1, 2025

Join Chiara Carozzi, Vitali Mossounov, and Juliana Faircloth, as they spring into evolving market trends.
The ETF Experience: Bulls & Bears

March 12, 2025

Join Chiara Carozzi, Trevor Cummings and Michael Formuziewich as they explore both sides of the evolving market trends, outlooks for financial markets, and strategies that may help investors advantageously position their portfolios.
The ETF Experience: ETFs Unpacked - 2024's Top Themes and What's Ahead for 2025

January 21, 2025

Join Chiara Carozzi and Andres Rincon as they explore evolving trends.
The ETF Experience: Beyond the Yield - ETF Tax Tips for Year-End

November 28, 2024

Join Chiara Carozzi and Trevor Cummings as they break down key tax themes and strategies for investors.
The ETF Experience: Safe Harbour - De-Risking in Choppy Markets

November 1, 2024

Join Chiara Carozzi and Michael Formuziewich as they explore today's key market risks and strategies
The ETF Experience: Talking Travel - Growth in a Sector That's Taken Off

September 12, 2024

Join Chiara Carozzi and Damian Fernandes in our inaugural ETF Experience Podcast, powered by TDAM Talks.
TDAM Talks ETFs Podcast: Opportunities in Thinking Smaller

April 10, 2024

Join host Chiara Carozzi, Trevor Cummings and Brittany Puglia, as they discuss Small and Mid-Cap companies.
TDAM Talks ETFs Podcast: Portfolio Asset Allocation - A Well Balanced Diet

November 21, 2023

Chiara Carozzi, David Roode, and Jonathan Needham, discuss the benefits of portfolio asset allocation.

TDAM Talks Podcast

Featured Episode

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