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Equity Markets
Investment Strategies
Alternative Investments
Market Volatility
Real Estate
Private Debt
Inflation
Infrastructure
Investment Markets
Retail Markets
Economic Dislocation
US Elections
VIX
Market Structure
Artificial Intelligence
Fixed Income
Pension Funds
Private Credit
Yen Carry Trade
Personal Finance

The TDAM Talks Podcast is a podcast where we dive deep into the world of investment markets. We'll share the latest trends and, insightful analysis, and uncover strategies that will help you navigate the complex landscape of investing.

PublishesWeeklyEpisodes82Founded2 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for TDAM Talks

Latest Episodes

Renewable energy infrastructure is increasingly shaped by necessity. Today, energy security, supply chain resiliency, and the need to futureproof infrastructure guide investment decisions. This asset class plays a central role in daily life by delive... more

In the past, currency was often assumed to act as a natural portfolio offset. Today, long held assumptions are being challenged as correlations evolve and policy dynamics shift. Canadian investors with foreign equity exposure can be impacted by curre... more

The global stock market is entering a new phase as investors grow weary of U.S. mega‑cap technology leadership. As U.S. dominance fades, opportunities are opening across international markets and overlooked sectors. At the same time, heavy AI investm... more

Think of how much more freedom you might have in retirement if you started building steady investment habits now—that's the idea behind Coast FIRE (Financial Independence Retire Early). Coast FIRE is a strategy where individuals save aggressively tod... more

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Recent Guests

Damian Fernandez
Managing Director and Portfolio Manager at TD Asset Management
TD Asset Management
Episode: The ETF Experience | What's Driving 2026
Kevin Hebner
US strategist and author of the paper discussing the impact of a weaker dollar.
Episode: The Currency Tide Change: The Impact of a Declining U.S. Dollar
Alexandra Gorewicz
Portfolio Manager at TD Asset Management
TD Asset Management
Episode: The ETF Experience | 4 Mistakes to Avoid When Building an ETF Portfolio
James Hunter
PM managing a range of Canadian portfolios, first-time guest on the podcast.
TD Asset Management
Episode: Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part One
Julianne Pallardy
Managing Director, Head of Quantitative Investing
TD Asset Management
Episode: The ETF Experience: Steady Hands for Smoother Outcomes
Hussein Al-Adina
Head of commodities at TD Asset Management
TD Asset Management
Episode: Gold, Oil and Metals – A 2024 Commodities Roundup
Hamza Hussein
Member of the commodities team with a specific focus on the agricultural sector
TD Asset Management
Episode: Gold, Oil and Metals – A 2024 Commodities Roundup
Julien Palardy
Head of Quantitative and Passive Investing
TD Asset Management
Episode: Setting up the Alpha Lab - the science behind Quantitative Investing
Philip Gendreau
Vice President on the quantitative team
TD Asset Management
Episode: Setting up the Alpha Lab - the science behind Quantitative Investing

Hosts

Isabela Sagan
Host associated with ETF-focused and TD Asset Management content.
Ingrid Macintosh
Host with TD Asset Management; multiple appearances.

Reviews

4.9 out of 5 stars from 59 ratings
  • Great, informative podcast

    My go to podcast for making sense of the investment world. I love the guests they have on and I find the information topical, relevant and easy to understand and follow. Keep up the good work!

    Apple Podcasts
    5
    Joanna-Hanson
    Canadaa year ago
  • Great market knowledge and updates

    Love this pod, it’s a really easy and engaging way to stay on top of markets, thanks for doing this!

    Apple Podcasts
    5
    jamesgeldin
    Canadaa year ago

Listeners Say

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

Listeners call it a go-to for understanding investments and markets, with topical and accessible insights.
Guests are perceived as credible and the content is described as practical for portfolio decisions.
Audience value lies in the blend of research-backed analysis and real-world implications for asset allocation.
The show is praised for market knowledge and easy-to-follow updates for staying on top of markets.

Chart Rankings

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

Apple Podcasts
#210
Canada/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

What is the Coast FIRE Retirement Strategy? | The ETF Experience
Q: What are some mistakes people make when working towards reaching Coast FIRE?
Common mistakes include failing to adjust for inflation, assuming permanent health, and not recognizing that lifestyle needs and wants may change over time.
What is the Coast FIRE Retirement Strategy? | The ETF Experience
Q: Why do you think Coast FIRE is resonating so much with millennials and Gen Z specifically right now?
It's a shift in perception regarding power dynamics in the workplace and the desire for financial independence among younger generations due to increasing costs of living and burnout culture.
Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part One
Q: What is the risk the market may not be seeing?
There are concerns about the execution of recent policies, especially regarding infrastructure development and resource economics in Canada.
Breadth of Experience: The Sunshine After the Rain - A Second Quarter Equity Roundtable Part One
Q: What are your thoughts on the performance of the Canadian market in the last few months?
Overall, while sentiment seems low, the reality is that the Canadian market has experienced growth due to a combination of factors including low starting valuations and underlying economic improvements.
The New Global Order – Reshaping Global Trade, Politics & Investing
Q: What is your overall outlook for US and global equity markets over the next 6, 12, 18 months?
I think as we go through the agenda, much of this is positive for equity markets, especially for tech firms, which have strong growth potential.

Audience Metrics

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Listeners per Episode
Gender Skew
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Frequently Asked Questions About TDAM Talks

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

Across recent episodes, the show consistently delivers practical, market-focused analysis centered on investing strategy, macro drivers, and asset class dynamics. Topics include ETFs, fixed income, currency hedging, ESG, real estate and private markets, and the evolving role of active versus passive strategies in volatile environments. Guests are often senior TD Asset Management leaders or external experts who translate complex trends into actionable insights for portfolios, diversification, and risk management. A notable strength is blending fundamental research with timely themes like currency risk, inflation, and geopolitical developments, making it useful for professionals evaluating investment opportunities or sponsorship opportunities... more

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Which podcasts are similar to TDAM Talks?

These podcasts share a similar audience with TDAM Talks:

1. The Markets
2. Thoughts on the Market
3. Market Call
4. Exchanges
5. Motley Fool Money

How many episodes of TDAM Talks are there?

TDAM Talks launched 2 years ago and published 82 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 TDAM Talks?

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What guests have appeared on TDAM Talks?

Recent guests on TDAM Talks include:

1. Damian Fernandez
2. Kevin Hebner
3. Alexandra Gorewicz
4. James Hunter
5. Julianne Pallardy
6. Hussein Al-Adina
7. Hamza Hussein
8. Julien Palardy

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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