On the Money with Dynamic Funds

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.

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.

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.

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.

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, performa...