As AI mania continues to drive the markets, is there value in a more measured approach to global equity investing?

If stocks are reaching new highs, why is consumer sentiment in the dumps? Are the richest Americans disproportionately driving the stock market and the economy? Are U.S. equities looking eerily similar to the dot-com era?

Guardian Capital LP’s Sam Baldwin discusses Canadian equity opportunities in insurance, AI, space technology and commodities, as well as how his early career abroad has shaped how he views Canadian equity through a different lens.

In this debut episode of "Buy The Way", Guardian Capital LP’s John Pagliacci and David Onyett-Jeffries dive into the macroeconomic forces shaping today’s investment landscape. From interest rate policy shifts to the growing dominance of AI and the strength of Canadian equities, this candid conversation offers timely insights for investors navigating an increasingly complex world.