12 episodes

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 for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.

The Advantaged Investor TMDS

    • Business

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 for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.

    Recession Talk: A Redux

    Recession Talk: A Redux

    Last time Fixed Income Strategist Ellis Phifer and Head of Investment Strategy Nadeem Kassam joined host Chris Cooksey on the podcast (end of June) the dread ‘r’ word was discussed. In this episode we discuss markets and the economy since then, and if their views have evolved. Conversation includes:


    Big picture overview for the global economy – Where are we today where do we go from here?
    July CPI numbers came in lower expected (for July) – Thoughts on inflation going forward.
    Coupled with the decline we have seen in commodities, what does this mean for your rate expectations for the Fed/BoC? Are in we in the clear?
    What market season are we in? Early-/mid-/late-WINTER?
    Some risks on the horizon that markets aren’t pricing in or talking less about.
    Ideas on portfolio positioning into year-end within their equity/bond portfolios.

    Please subscribe and rate & review the podcast!

    • 34 min
    Global Geopolitical Investment Themes

    Global Geopolitical Investment Themes

    Negative headlines are all around us right now. To help sort through global geopolitical situations affecting markets and the economy, our colleague in Virginia, Associate Analyst – Washington Policy Alex Anderson joins host Chris Cooksey on this episode. Discussion includes:

    1. US – Developments on the policy side of things in US – Buyback tax, Chips Act, etc., mid-term elections

    2. US/Taiwan/China – The implication on markets/long-term geo relations, etc.

    3. Ukraine/Russia – The endgame, energy policy in Europe, etc.

    4. Other geopolitical developments keeping Alex up at night.

    Please rate and review the podcast!

    • 12 min
    When the Kids Move Out

    When the Kids Move Out

    As we head towards September and the start of school, many will be taking the initial steps with an empty nest. Portfolio Manager Neela White returns to the podcast and joins host Chris Cooksey to discuss empty nesters, including:

    1. What is it?

    2. What can you put in place to combat the feeling?

    3. How to help your kids deal with you?

    4. How can this affect your finances?

    Please rate and review the podcast!

    • 13 min
    Views from an institutional strategist

    Views from an institutional strategist

    Tavis McCourt, Institutional Equity Strategist with Raymond James Financial in Nashville and Nadeem Kassam, Head of Investment Strategy in Toronto join the podcast to discuss current market conditions and the advice they are providing to investors, including:

    - Market volatility has pickup considerable this year leaving investors with few places to hide.

    - The underlying fundamentals for the economy

    - For long-term oriented investors are there any areas within the markets that still look attractive?

    - The headlines are painting a rather doom and gloom outlook, what’s your take on this – are we headed into a recession/hard-landing?

    - What keeps you up at night?

    Please rate and review the podcast!

    • 14 min
    Equity Market Volatility

    Equity Market Volatility

    This episode Senior Equity Specialist & Portfolio Manager Larbi Moumni and Equity Specialist Peter Tewolde join Advantaged Investor host Chris Cooksey to discuss markets, including:

    - Sell in May and go away?
    - What do equity fundamentals look like?
    - What’s causing the volatility?
    - How do conditions affect how PIMG portfolios are managed?
    - Balancing risk in portfolios

    Please rate and review the podcast!

    • 17 min
    You are here: Central bank, fixed income and equity update

    You are here: Central bank, fixed income and equity update

    Head of Investment Strategy Nadeem Kassam and Managing Director of Fixed Income Research in the US, Ellis Phifer join the Advantaged Investor to review the macro-environment for fixed income and equity investors. We also discuss central banks and their strategies moving forward.

    • 31 min

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