Buy The Way – A Guardian Capital LP Podcast

Guardian Capital LP
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Guardian Capital LP's "Buy the Way" podcast is your regular dose of honest and unscripted investment conversations with portfolio managers, thought leaders and industry experts. Listen in to keep current on a wide range of topics relevant to your portfolio.

Episodes

  1. New World Order?

    FEB 20

    New World Order?

    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.

    33 min

  2. JAN 5

    What's in Store for Investors in 2026?

    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.

    37 min

  3. 12/12/2025

    Is AI Revolutionizing Stock Analysis?

    In this episode, we sit down with James Francis to discuss the practical implementation of AI into stock analysis within Guardian Capital’s i3 Investments team. We touch on how their proprietary AI model delivers valuable predictions of earnings and dividends, why they maintain high conviction in the tech sector, how AI plus human judgement creates deeper insights for long-term growth and more.

    41 min

  4. 11/21/2025

    What’s in Canada’s New Federal Budget?

    Canada’s new federal budget shifts from quick fixes to long-term nation-building. In this episode we explore the massive infrastructure, innovation bets, and debt-financed growth plans while looking at what it all means for the country's competitiveness and your wallet.

    31 min

  5. 11/05/2025

    A Measured Approach to Global Equity Amidst AI Mania

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

    34 min

  6. 10/15/2025

    Let Them Eat Cake

    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?

    30 min

  7. 10/03/2025

    Can Canada Continue to Outperform?

    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.

    44 min

  8. 09/18/2025

    Standing at the Precipice?

    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.

    43 min
  • 8 Episodes

About

Guardian Capital LP's "Buy the Way" podcast is your regular dose of honest and unscripted investment conversations with portfolio managers, thought leaders and industry experts. Listen in to keep current on a wide range of topics relevant to your portfolio.

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