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The Upside

Fidelity Canada
Artificial Intelligence
Canada
Federal Reserve
Etfs
Oil Prices
First Home Savings Account
Inflation
S&P 500
Fidelity Founders Class
Fidelity Retirement Report
Liquid Alternatives
Technology Sector
Fidelity Investments Canada
Earnings Growth
Brexit
Economy Of Canada
Fidelity
Commodities
Quant Investing
TFSA

Join us for a wide range of live interactive webcasts and on-demand video podcasts, all free. Learn to be a better investor with these shows featuring some of Canada’s best stock pickers and leading financial experts. The Upside: Invest Well. Be Well.™

PublishesTwice weeklyEpisodes107Foundeda year ago
Language
French
Number of ListenersCategories
InvestingBusiness

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Artwork for The Upside

Latest Episodes

Catch up on the key moments and big stories from this month, including what trending investing topics should be on your radar this year.

Host Kyle Cheropita counts down the top five FidelityConnects moments from July, featuring portfolio managers, a... more

On this episode of The Upside: Ticker Talk, Andrei Bruno, Director of ETFs, joins Étienne Joncas-Bouchard, Director of ETF and Alternatives Strategy, for a discussion about managing investments amidst global conflict, “Buy ETF and chill” as an invest... more

YouTube

The Bank of Canada just made its latest rate call, and it’s already stirring up questions about the future of the economy.

Investors: if you’re looking for clarity in the wake of this rate decision, this special webcast with David Tulk from Fidelity... more

YouTube

Catch up on the key moments and big stories from this month, including what trending investing topics should be on your radar this year.

Host Kyle Cheropita counts down the top five FidelityConnects moments from June, featuring portfolio managers, a... more

YouTube

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Recent Guests

David Tulk
Portfolio manager and member of Fidelity's Global Asset Allocation team
Fidelity Investments Canada ULC
Episode: Breaking down the BoC rate decision and what comes next – David Tulk
Andre Bruno
Director ETFs
Fidelity Connects / Fidelity Investments Canada ULC
Episode: ICYMI: June’s must-watch market moments
Adam Kramer
Portfolio Manager, Fidelity Tactical High Income Fund
Fidelity Investments Canada ULC
Episode: ICYMI: June’s must-watch market moments
Eileen Dib
Portfolio Manager, Asia Pacific tech / Asia Star
Fidelity
Episode: ICYMI: June’s must-watch market moments
Bobby Barnes
Quantitative Strategist
Fidelity
Episode: ICYMI: June’s must-watch market moments
Evan Zehnal
Assistant Portfolio Manager at Fidelity Investments Canada ULC
Fidelity Investments
Episode: Themes driving innovation in Silicon Valley and beyond – Evan Zehnal
Valerie Grimba
Director, Institutional ETF Sales and Strategy at RBC
RBC Capital Markets / RBC
Episode: The Upside: Ticker Talk with EJB: Ep13 - The evolution of ETFs from the mind of a market maker with Valerie Grimba
Andrew Marchese
Portfolio manager, CIO insights and perspectives
Fidelity Canada
Episode: CIO insights: Mid-year market review with Andrew Marchese
Tom Stevenson
Investment Director at Fidelity International
Fidelity International
Episode: Views from London: Brexit 10 Years On, Starmer Resigns – Tom Stevenson

Hosts

Catherine Thomas
Business development manager at Fidelity Canada
Nicole Correale
Host of the show (The Upside) introducing topics and guiding the discussion

Chart Rankings

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

Apple Podcasts
#69
Canada/Business/Investing
Apple Podcasts
#184
Canada/Business

Talking Points

Recent interactions between the hosts and their guests.

Themes driving innovation in Silicon Valley and beyond – Evan Zehnal
Q: What has your experience with investor psychology taught you about determining which stocks will outperform?
Identify the 10% of stocks that everyone hates and the 10% that everyone thinks are expensive, and act earlier than others to capture the value before the crowd recognizes it.
Themes driving innovation in Silicon Valley and beyond – Evan Zehnal
Q: How do you approach conviction when a thesis seems to be moving faster than expected?
The team balances data signals with ongoing debate and flexibility, ready to cut a position quickly if the narrative diverges from the stock's actual performance.
Themes driving innovation in Silicon Valley and beyond – Evan Zehnal
Q: What were the big themes you were hearing when you first arrived in San Francisco?
The early themes centered on finding a practical AI use case beyond chatbots, with emphasis on AI-enabled Internet services, memory/compute efficiency, and the potential of AI to transform coding and software workloads.
The ETF story so far: A mid-year update – Sébastien Faucher
Q: Can you explain what has driven the growth in ETFs over the past few years?
ETFs grew mainly because they offered lower costs and greater flexibility; over time, investor demand shifted toward transparency and the ability to trade during the day, while product breadth expanded to include active, quant, and leveraged options.
CIO insights: Mid-year market review with Andrew Marchese
Q: With over 28 years in the industry, what opportunities or sectors are peaking your interest in Canada or beyond?
AI remains a dominant theme across many sectors, but profit growth and durable earnings drive stock performance, making diversification important as no single sector will carry the market; thematic AI exposure should be balanced with broad profitability and valuation considerations.

Audience Metrics

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Frequently Asked Questions About The Upside

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

This set of episodes centers on practical investing guidance from Fidelity Canada and affiliated experts, with frequent dives into macro themes, asset allocation, and product structures like ETFs and alternatives. Conversations blend market context (rates, inflation, geopolitics) with actionable portfolio construction ideas, including diversification across equities, fixed income, commodities, and alternative strategies. A recurring thread is how AI and technology themes interact with traditional investing, the importance of planning and retirement frameworks, and the evolving Canadian and global market landscape. Notable strengths include a clear emphasis on long-horizon thinking, education for advisors and investors, and practical tips fo... more

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Which podcasts are similar to The Upside?

These podcasts share a similar audience with The Upside:

1. The Compound and Friends
2. Thoughts on the Market
3. FidelityConnects
4. Motley Fool Hidden Gems Investing
5. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of The Upside are there?

The Upside launched a year ago and published 107 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Upside?

Recent guests on The Upside include:

1. David Tulk
2. Andre Bruno
3. Adam Kramer
4. Eileen Dib
5. Bobby Barnes
6. Evan Zehnal
7. Valerie Grimba
8. Andrew Marchese

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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