In the Money with Amber Kanwar

Holiday Special: The Stock Pickers Who Delivered This Year


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We’re getting festive on this episode of In the Money with Amber Kanwar — and instead of our usual portfolio manager chat, Amber and executive producer Jillian Glickman take a step back to look at what really mattered this year: which stocks worked, which didn’t, and which fund managers actually delivered when it counted.

After launching the podcast from scratch just a year ago, the team revisits the show’s biggest moments, from standout interviews and surprise headlines to the stocks and themes that defined the year. They break down the best and worst performers across the show, reveal which investing styles thrived in a volatile market, and take an honest look at where conviction paid off — and where it didn’t.

The episode culminates in a special interview with In the Money with Amber Kanwar’s  best-performing fund manager of the year, Daniel Lewis of Orange Capital. Known for his contrarian, special-situations approach, Lewis explains why distressed and misunderstood businesses delivered some of the biggest returns, notably Better Home & Finance's +300% showing (BETR) — and shares two brand-new stock ideas he believes could be next.

It’s part year-end report card, part behind-the-scenes reflection, and part forward-looking playbook — the perfect way to close out the year and set the stage for what’s next.

Happy holidays from In the Money with Amber Kanwar — and thank you for being part of the journey.

Timestamps
00:00 Questrade’s new tools for investors. Use promo code INTHEMONEY

01:50 Show intro
04:35 Reflecting on the first year of In the Money with Amber Kanwar 

07:35 Our first episode and how we knew people liked the show!
10:10 Our first live show at the Calgary Stampede and breaking news with Strathcona’s Adam Waterous
12:35 Amber’s interview with Prime Minister Mark Carney
17:20 Thank you to our sponsors!
18:45 The most number one recommended stock of the year: Tourmaline Oil (TOU)
23:00 Equinox’s Ross Beaty calls the stock’s turnaround (EQX)
27:00 2025’s worst performing stocks (DND, FISV)
32:10 Commodities in 2025
37:35 The theme of the year: AI, and the winning stock: Alphabet (GOOG) 

43:35 2025’s best performing stocks
45:25: Best Performing Portfolio Manager of the Year looks back at his best pick and gives two new picks (BETR, ARX-N, WIX) 


Sponsors

Sign up for your first self-directed account at https://questrade.com. Get your $50 cash reward when you use the promo code: INTHEMONEY. Or open a QuestWealth Portfolios account and your first $10,000 will be managed for free for one year. Promo code: INTHEMONEY.  Join the Questrade Pro Waitlist: https://www.questrade.com/questrade-pro

For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit https://raymondjames.ca today to discover how you can live a life well planned.

With tools like the ETF Compare Tool and Market Insights, you can easily identify ETFs that hold your favourite stocks, match your risk tolerance, and align with your investment goals. To explore these tools, head to www.bmoetfs.com and check out the Tools section.


Pro Picks is brought to you by ATB Financial.  Visit https://ATB.com/inthemoney for more information


Links

https://inthemoneypod.com/ 

https://instagram.com/inthemoneypod

https://facebook.com/profile.php?id=61569721774740 

https://twitter.com/inthemoneypod 

https://tiktok.com/@inthemoneypod

[email protected]

DISCLAIMERS 

The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company. The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.

In the Money delivers expert stock picks, actionable ideas, and timely money management tips. Hosted by business journalist Amber Kanwar, each episode features interviews with top portfolio managers who suggest ways to achieve good returns. Covering everything from ETFs and Canadian stocks to global investing trends, dividend strategies, and risk management, this show is made for DIY investors, stock market enthusiasts, and anyone looking to sharpen their financial strategy.


Contact: [email protected]


#IntheMoney #Investing #StockMarket #CanadianInvesting #FinancialNews


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In the Money with Amber KanwarBy Amber Kanwar

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