Buy The Way – A Guardian Capital LP Podcast

President Trump’s latest 50% tariff threat has reignited concerns about Canada-U.S. trade, but does it represent a meaningful economic risk or just another “TACO” moment? Join John Pagliacci and Guardian Capital LP experts David Onyett-Jeffries, Aubrey Basdeo, and Sam Baldwin as they cut through the headlines to assess the real implications for the Canadian economy, markets, interest rates, and investor portfolios.

AI is one of the most powerful investment themes of our time, but the opportunity extends far beyond the Magnificent 7. Join John Pagliacci and Yvonne Jin as they explore the full AI ecosystem, discuss how investors can gain diversified exposure to the trend, and examine the innovative AI-driven investment process behind the Guardian i3 AI Technology and Innovation Fund.

This special edition episode is focused on...baseball? That's right. Join baseball enthusiasts John Pagliacci and David Onyett-Jeffries on as they break down the most famous deferred payment deal in sports history and explain why the lessons behind Bobby Bonilla Day are still relevant to investors today.

John Pagliacci and Fiona Wilson explore how AI is reshaping dividend investing, from identifying dividend growth opportunities to uncovering attractive sectors and companies across global markets.

John and David explore a market caught between blockbuster earnings, resilient consumers, and surging AI-driven optimism—while geopolitical tensions and inflation risks loom large. They break down what’s fueling global equity performance, shifting central bank expectations, and the growing influence of emerging markets.

Host John Pagliacci sits down with Micha Choi, Vice President and Portfolio Manager at Guardian Capital Advisors, to explore the evolving landscape of women and wealth. The conversation unpacks the massive intergenerational wealth transfer to women, the service gaps they face in traditional finance, and how advisors can better engage, empower, and support female decision makers.

Join John Pagliacci and Guardian Capital’s David Onyett Jeffries as they cut through the headlines on the war in Iran, examining how potential Strait of Hormuz disruptions could fuel inflation, weigh on growth, and impact consumers. They assess stagflation fears, regional vulnerabilities, and the implications for bonds, equities, and central bank policy.

Host John Pagliacci sits down with Senior Portfolio Manager Andrew Cox to explore why international equities are outpacing the U.S.—and whether the trend has staying power. They break down the macro forces shaping global markets, highlight compelling opportunities from Europe to Japan, and discuss where investors should tread carefully.

In this episode, John and David bring you up to speed on the shifting global landscape, including volatile precious metals prices, geopolitical tensions, investor sentiment and how a "new world order" could be reshaping markets, portfolios and global alliances.

As we wrap up 2025, we look back at key market drivers over the year and what could shape 2026. From AI-fueled rallies and Big Tech risks to political moves ahead of U.S. midterms, we explore scenarios for equities, bonds, and global markets. Plus, quick portfolio positioning ideas and surprising holiday spending stats.