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FidelityConnects

Fidelity Canada
Artificial Intelligence
Canada
Inflation
Federal Reserve
Emerging Markets
Fidelity Investments
Etfs
Interest Rates
Gold
United States
Oil
Investment Strategies
Bitcoin
China
Market Trends
S&P 500
Consumer Discretionary
Market Volatility
Japan
Technology

Connecting you to the world of investments to help you stay ahead. Expand your investing horizons with access to experts when you need them. Listen to FidelityConnects podcasts on the go, anytime, anywhere! Also, visit www.fidelity.ca to register for live interactive webcasts.

PublishesDailyEpisodes200Founded7 years ago
Language
French
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Artwork for FidelityConnects

Latest Episodes

From office towers and data centres to residential and logistics properties, real estate can play an important role in long-term wealth creation. Join Steve Buller, Portfolio Manager, as he discusses the forces driving global real estate markets, whe... more

Canada's energy sector continues to navigate a rapidly evolving landscape shaped by commodity prices, policy developments and global demand. Join Fidelity Equity Research Analyst Andrew Hall as he shares insights from across the country, examines the... more

Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.

Recorded on August 13, 2026.

At Fidelity, our mission is to build a better future for Canadian investo... more

Institutional Portfolio Manager Ilan Kolet joins us to break down the key global market forces shaping the trading week ahead. From macro trends to asset allocation considerations, Ilan shares what he and the Global Asset Allocation team are watching... more

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Recent Guests

Adam Dickson
ETF strategist
Fidelity Investments
Episode: ETF momentum: What’s moving markets in Q3 – Adam Dickson
Tom Williams
Portfolio manager of the Fidelity Founders Class
Fidelity Investments
Episode: Why founder-led companies may have the edge – Thomas Williams
Steve DuFour
Portfolio Manager of Fidelity US Focused Stock Fund
Fidelity Investments
Episode: U.S. equities, uncovered: How Fidelity finds its best ideas – Stephen DuFour
Celso Muñoz
Fixed income portfolio manager
Fidelity Investments
Episode: Strategic income: Opportunities across global credit – Celso Muñoz
Christopher Lee
US Chief Investment Officer and Portfolio Manager
Fidelity Investments
Episode: Global and U.S. equities update: What’s ahead? – Chris Lee
Evan Zehnal
Assistant Portfolio Manager, Fidelity San Francisco office
Fidelity Investments
Episode: Silicon Valley snapshots: AI and what’s next – Evan Zehnal, Vijay Saraswat, Matt Horne, and Aidan Brandt
Vijay Saraswat
PhD and Head of GenAI Research, Fidelity Investments
Fidelity Investments
Episode: Silicon Valley snapshots: AI and what’s next – Evan Zehnal, Vijay Saraswat, Matt Horne, and Aidan Brandt
Matt Horne
Head of Digital Asset Strategies, Fidelity Digital Asset Management
Fidelity Investments
Episode: Silicon Valley snapshots: AI and what’s next – Evan Zehnal, Vijay Saraswat, Matt Horne, and Aidan Brandt
Aidan Brandt
Portfolio Manager and Research Analyst, Fidelity Investments Equity Division
Fidelity Investments
Episode: Silicon Valley snapshots: AI and what’s next – Evan Zehnal, Vijay Saraswat, Matt Horne, and Aidan Brandt

Hosts

Pamela Richie
Host of FidelityConnects with a focus on macro-market themes and investor strategy.
Glenn Davidson
Host bringing insights on global markets and Fidelity investment perspectives.

Reviews

4.7 out of 5 stars from 141 ratings
  • exceptional

    awesome 5++++

    Apple Podcasts
    5
    JMA4R
    Canada4 months ago
  • Helping investors break thru the clutter.

    Jurrien Timmer episodes are a must listen for all investors.

    Apple Podcasts
    5
    Peace plenty
    Canada2 years ago
  • Denise Chisolm is brilliant! Where can we read her more detailed thoughts please?

    Podcast Addict
    5
    SirRuss
    4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The show is seen as credible and informative for understanding AI-driven market shifts.
Listeners praise high-quality macro and stock-discussion content.
Guests like Jurrien Timmer and Jed Weiss are highlighted as must-hears for investors.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Decoding the digital economy – Evan Zehnal
Q: What about China's progress in frontier models and tool use—how does that influence Western competition?
China has demonstrated real innovation in agentic use cases and tooling, not just copying; this keeps frontier labs competitive and a policy and competitive challenge for Western enterprises, necessitating continual adaptation.
Decoding the digital economy – Evan Zehnal
Q: Is this AI investment wave a bubble or a lasting structural shift?
There are strong arguments on both sides: AI could unlock massive productivity and meaningful ROIC in hyperscalers, but the economics must support continued investment; the jury is still out as markets assess incremental capital needs and real demand.
Decoding the digital economy – Evan Zehnal
Q: Could you talk about how you build a thesis and test it in this environment?
The essence is understanding what your bet is, what the market thinks, and how you gain conviction through a rigorous process that tests ideas against possible mispricing, aiming for an asymmetric payoff where the upside justifies the risk.
The growth playbook: What’s working now – Kyle Weaver
Q: Which of the three buckets are you seeing the greatest opportunity in today?
All three buckets show opportunities, with several names migrating from resilient growth to strong long-term growers as the index rebalance reshapes perceptions of durability and profitability; the mix is actively managed to capitalize on volatility while staying anchored in fundamentals.
Where is international growth heading next? – Jed Weiss
Q: Where is the most investable AI opportunity now, especially outside the US?
The strongest upside appears in AI infrastructure, particularly in semiconductor capital equipment and the power/ data-center supply chain, where a few players have pricing power and longer cycle durability.

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Frequently Asked Questions About FidelityConnects

What is FidelityConnects about and what kind of topics does it cover?

The show centers on macro-driven equity and AI-era investing, frequently pairing Fidelity macro and equity leaders with fund managers to unpack earnings momentum, AI adoption, semiconductor cycles, and cross-asset dynamics. Episodes often blend practical stock ideas, portfolio construction frameworks, and risk considerations—ranging from growth versus value tilts to fixed income and currency implications—making it a go-to for professionals tracking AI-driven market shifts and active-management nuance. Notably, guests are usually senior Fidelity investment professionals or seasoned portfolio managers, delivering data-driven insights, research-backed theses, and real-world investment ideas tailored for advisors, institutional clients, and hig... more

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How many listeners does FidelityConnects get?

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To see how many followers or subscribers FidelityConnects has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to FidelityConnects?

These podcasts share a similar audience with FidelityConnects:

1. In the Money with Amber Kanwar
2. The Compound and Friends
3. Animal Spirits Podcast
4. Fidelity Viewpoints: Market Sense
5. Talking Wealth

How many episodes of FidelityConnects are there?

FidelityConnects launched 7 years ago and published 200 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact FidelityConnects?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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How do I access podcast episode transcripts for FidelityConnects?

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What guests have appeared on FidelityConnects?

Recent guests on FidelityConnects include:

1. Adam Dickson
2. Tom Williams
3. Steve DuFour
4. Celso Muñoz
5. Christopher Lee
6. Evan Zehnal
7. Vijay Saraswat
8. Matt Horne

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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