Rephonic
Artwork for TDAM Talks
Investment Strategies
Inflation
Equity Markets
Etfs
Real Estate
Canada
Fixed Income
US Dollar
Market Volatility
Infrastructure
Interest Rates
Artificial Intelligence
Currency Hedging
US Elections
Exchange-Traded Funds
TD Asset Management
Alternative Investments
Tariffs
Diversification
Economic Growth

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.

PublishesTwice monthlyEpisodes89Founded3 years ago
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Artwork for TDAM Talks

Latest Episodes

Commodities are back in the spotlight and new data centers, expanding power grids, and manufacturing changes are driving explosive demand. However, years of underinvestment are making it hard to meet that increased consumer demand. With inflation, ge... more

This episode explores why higher yields, inflation-linked income, and a slowdown in new construction are reshaping the outlook for real estate in Canada and globally. Investors will gain a better understanding of how different property sectors fit in... more

High yield bonds can offer strong income, but they also come with risks that are often misunderstood. Think of them like lending to growing companies that pay you more to take on extra risk and where a bump in the road doesn’t always mean the journey... more

Investor behaviour can shape returns as much as the investments themselves, especially during market swings. When markets drop, emotions like fear, recency bias, and social media noise can push investors into quick, costly decisions. In this episode,... more

Key Facts

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Recent Guests

Andrew Kroll
Head of the global real estate team at TD Asset Management
TD Asset Management
Episode: Real Estate Yield is Back: What Investors May Be Missing | Minds and Markets Podcast
Anthony Imbesi
Lead of the high-yield portfolio management team
TD Asset Management (TDAM)
Episode: High Yield Bonds Explained: What Makes Them the "Equity of Fixed Income" | Portfolio Manager Views Podcast
Trevor Cummings
From TD Asset Management
TD Asset Management
Episode: Don't Doomscroll the Dip: 3 Ways to Build a Calm, Confident Money Mindset | The ETF Experience Podcast
Andres Rincon
ETF Sales and Strategy desk at TD Securities
TD Securities
Episode: A Guide to International ETFs: Building Your "Passport Portfolio" | The ETF Experience Podcast
Vitali Mossounov
Investment analyst, TD Asset Management
TD Asset Management
Episode: Do Geopolitical Tensions and Oil Shocks Threaten Canada's Market Outlook?
Danny Hong
Vice President and Director on our infrastructure team
TD Asset Management
Episode: The New Market Forces Driving Renewable Energy Infrastructure | Portfolio Manager Views
Mathieu Côté
Member of Client Portfolio Management Team
TD Asset Management
Episode: A Strategic Approach to FX Currency Hedging | Minds & Markets
Julien Palardy
Managing Director and Head of TDAM's Quantitative Investing Team
TD Asset Management
Episode: U.S. Tech Fatigue Fuels Global Stock Market Opportunities | Portfolio Manager Views Podcast
Damian Fernandez
Managing Director and Portfolio Manager at TD Asset Management
TD Asset Management
Episode: The ETF Experience | What's Driving 2026

Host

TD Asset Management Team
Group of TD Asset Management hosts and frequent contributors across TDAM Talks and related TDAM podcasts, with roles ranging from portfolio management to market analysis.

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
    Canada2 years 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
    Canada2 years ago

Listeners Say

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

Audiences value clear, data-driven discussions from TDAM researchers and analysts.
Fans appreciate the practical takeaways on ETFs, hedging, and market structure.
Listeners praise topical, accessible investment insights and engaging guests.

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Talking Points

Recent interactions between the hosts and their guests.

High Yield Bonds Explained: What Makes Them the "Equity of Fixed Income" | Portfolio Manager Views Podcast
Q: Elevator pitch: what are the three takeaways investors should remember about high yield bonds?
Don't fear higher yield; view it as a tool to enhance returns, diversify portfolios, and potentially reduce correlation, while maintaining a long-term horizon and a disciplined approach to integrating it with traditional fixed income.
Do Geopolitical Tensions and Oil Shocks Threaten Canada's Market Outlook?
Q: What role do inflation and central bank policy play in the near-term outlook?
Inflation easing toward a 3% level could be manageable if it's temporary; central bank responses will depend on the duration of shocks, but history shows that firms' pricing power and efficiency gains can help shield margins and support earnings growth.
Do Geopolitical Tensions and Oil Shocks Threaten Canada's Market Outlook?
Q: What gives TD Asset Management confidence about the market outlook despite geopolitics?
A long track record of earnings-driven returns, balanced portfolio positioning with overweight in equities (notably Canada), and a disciplined approach through wealth asset allocation committees provide a framework to navigate volatility and extract growth while managing risk.
Do Geopolitical Tensions and Oil Shocks Threaten Canada's Market Outlook?
Q: How could oil shocks influence earnings and the broader market in 2026?
Oil shocks can alter the cost structure and inflation trajectory, but earnings resilience and sector mix will largely determine outcomes; while extreme oil spikes could tip economies toward a slowdown, a milder scenario still allows for positive earnings growth and selective outperformance.
The New Market Forces Driving Renewable Energy Infrastructure | Portfolio Manager Views
Q: Tell us how the last few months, if any, have really changed, how you look at the asset class, or has it been really more of the same in terms of these themes have been there and we expect those themes to persist going forward?
The asset class continues to show momentum with stable inflation-linked cash flows, though there are differences in drivers. While capital has still flowed into infrastructure, the drivers have shifted toward energy security, supply chain resilience, and domestic considerations, with infrastructure delivering stable, long-term returns despite geopolitical and policy changes.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About TDAM Talks

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

TDAM Talks concentrates on investment markets, with hosts from TD Asset Management guiding discussions on market structure, macro themes, and security-specific opportunities. Recent episodes emphasize ETFs, currency hedging, infrastructure, AI-driven equities, and global bond and equity dynamics, often anchored by TDAM analysts or external TD Securities guests. The show stands out for combining practical portfolio questions (hedging, active vs. passive ETF debate, risk budgeting) with macro-driven insights, frequently featuring in-depth demonstrations of hedging, market making, and the implications of policy and geopolitics on portfolios. Listeners likely include investment professionals and financial advisers seeking actionable ideas and a... more

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To see how many followers or subscribers TDAM Talks 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 TDAM Talks?

These podcasts share a similar audience with TDAM Talks:

1. The Rational Reminder Podcast
2. In the Money with Amber Kanwar
3. The Canadian Investor
4. The Loonie Hour
5. The Wealthy Barber Podcast

How many episodes of TDAM Talks are there?

TDAM Talks launched 3 years ago and published 89 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. Andrew Kroll
2. Anthony Imbesi
3. Trevor Cummings
4. Andres Rincon
5. Vitali Mossounov
6. Danny Hong
7. Mathieu Côté
8. Julien Palardy

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