The Advantaged Investor

By Raymond James Ltd./TMDSBusiness Investing

The Advantaged Investor episodes

November 10, 2023Update From The Fixed Income Desk
Head Fixed Income Trader Harvey Libby joins host Chris Cooksey to discuss his views from fixed income trading desk, including:
Review of the last quarter

Rates

Opportunities

Inflation

Where we are headed
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14 min
November 02, 2023How to Develop Resilience for Seniors and Caregivers
Portfolio Manager Neela White joins host Chris Cooksey to discuss tips on how seniors and caregivers can develop resilience, including:
What is resilience?

Why is it important?

What are ways to develop resilience as a caregiver (or anyone)?

Why is self-care so important?
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Please subscribe, rate and review. Reach out at [email protected].
15 min
October 20, 2023Cybersecurity Awareness Month -Secure Our World
Senior Manager, Technology Risk and Assurance, Dave Iverson joins host Chris Cooksey to discuss cybersecurity awareness, including:
Social Engineering

Secure Password

Public Wi-Fi Perils

Avoiding Updates

AI Emerges
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Please subscribe, rate and review. Reach out at [email protected].
16 min
October 12, 2023Real Estate Sector Update with Analyst Brad Sturges
Equity analyst Brad Sturges joins host Chris Cooksey to discuss the sector he covers, real estate, including:
The effects of interest rates and inflation

Update on REITs and REIT valuations and total returns beyond income

Update on corporate real estate

Comments on residential real estate
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Please subscribe, rate and review. Reach out at [email protected].
21 min
September 25, 2023Q3 Canadian Market Update
Head of Investment Strategy Neil Linsdell joins host Chris Cooksey to discuss the Canadian economy, inflation and interest rates, including:
Inflation

Is the rate hiking from the Bank of Canada having the desired effect on tackling inflation?

The federal government has set lofty goals for immigration. Is that helping or hurting inflation?

Housing affordability
What does affordability mean?

How does all of this work back to inflation?
Does that mean interest rates are expected to stay higher for longer?

Recession?

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Please subscribe, rate and review. Reach out at [email protected].
17 min
September 14, 2023Oil & Gas sector – Update with Analyst Jeremy McCrea
Equity analyst Jeremy McCrea joins host Chris Cooksey to discuss the oil and gas sector, including:
Overview of the sector

What Jeremy is looking at when he’s reviewing a company or the sector

Outlook for the rest of 2023
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Please subscribe, rate and review. Reach out at [email protected].
14 min
September 06, 2023The ins and outs of the first home savings account (FHSA)
Financial Planner Ines Iraoui joins host Chris Cooksey to discuss the new first home savings account (FHSA), including:
What is an FHSA?

Who can open an FHSA?

Who is considered a first-time home buyer?

What if I am a joint owner of a property and want to buy one alone?

How does a FHSA work?

Are FHSA contributions similar to those in an RSP?

Are withdrawals from your FHSA similar to those in a TFSA?

Where can I open an FHSA?

When will the FHSA be closed?

What if I opened an FHSA, and I decided that I didn’t want to buy a home anymore?
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14 min
August 18, 2023ETFs and Mutual Funds – What are fund flows telling us?
ETF & Mutual Fund Specialist Luke Kahnert joins host Chris Cooksey to discuss ETF and mutual fund flows and looks at trends in the industry and what they may be telling us about the mindset of investors, including:
Why look at ETF and mutual fund flows?

Review of the first half of 2023 in mutual fund and ETF flows?

Trends in the growing Canadian ETF space

HISA ETF structures

Money market ETF structures that have been generating investor demand

Trends in new product launches

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The Advantaged Investor

Please subscribe, rate and review. Reach out at [email protected].
15 min
July 27, 2023Tips for the Solo Senior
Portfolio Manager Neela White returns to discuss with host Chris Cooksey issues facing the solo senior. Neela has been on the podcast many times before, sharing her knowledge and experiences on these sorts of topics, so I encourage you to investigate the archive and check those episodes out.
What is a solo senior?

What should they be planning for ?

How should they plan differently than someone with a partner?

What systems should they put in place for safety?
Follow the podcast on LinkedIn:
The Advantaged Investor
Please subscribe, rate and review. Reach out at [email protected].
16 min
July 17, 2023Summer Financial Planning Tips
Financial Planner Ines Iraoui returns to the podcast as she and host Chris Cooksey discuss financial planning ideas you can do over the summer. Ines has been on the podcast previously, so check her previous appearances as they contain some great ideas around saving for retirement and education.
What are some of the ways a person can enhance their financial situation in the summer?

How can we evaluate our financial life and where do we start?

Now that we have a budget, what do we do next?

We now have an emergency fund – what about debt while planning for a vacation?

What would be the first thing to do when planning for a vacation?

What do we do when the vacation budget is lower this year?

Are there any financial tips you would give to someone before they leave on vacation?

When we are back from vacation, what can we do to evaluate and improve our financial situation?
Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at [email protected].
9 min

About The Advantaged Investor

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Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective…