{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"This Isn’t the Bottom: Jeannine LiChong on Tariffs, Recession Fears & Where to Invest Now","html":"","width":"100%","height":180,"duration":2336,"description":"Markets are in meltdown mode — but Waratah Capital’s Jeannine LiChong says this isn’t the bottom. In this episode of In the Money with Amber Kanwar, veteran fund manager Jeannine shares her strategy for navigating extreme market volatility, tariff uncertainty, and looming recession risks.With experience managing money through the 2008 financial crisis and the COVID market crash, Jeannine explains why she’s holding cash, staying cautious, and waiting for clarity before buying the dip. She weighs in on U.S. tariffs, policy instability, central bank cuts, and structural shifts in the global economy — and how all of this is impacting investor psychology and portfolio positioning.We also go deep into Pro Picks — Jeannine reveals 3 recession-resistant stocks she’s confident in right now:Dollarama (DOL.TO) — a cash-generative retailer benefiting from consumer trade-down and international growth.Intact Financial (IFC.TO) — a defensive financial stock with pricing power and strong cost control.Loblaw (L.TO) — a grocery giant leveraging its No Frills brand and food inflation to grow earnings.Plus, Jeannine shares her take on Canadian banks, Telus, Capital Power, Canadian Tire, CN Rail, CP Rail, and TFI International — all under the lens of slowing GDP growth, and evolving trade policy.If you're looking to protect your portfolio, ride out the market chaos, and uncover long-term opportunities in a downturn, this episode is a must-watch.Timestamps 00:00: Intro01:40 How Jeannine handles the noise as a long-term investor  03:40 Why this time is different than the financial crisis or covid downturn and why there could eventually be opportunities07:00 Why Jeannine thinks we won’t see a bottom until markets get clarity on tariffs 08:55 Why Jeannine likes Canadian equities but has confidence in the U.S. economy10:10: Why Jeannine thinks there’s a chance of a U.S. recession and why she think tariffs are an opportunity for Canada 13:00 What is Donald Trump’s end goal? 14:15 ITM...","thumbnail_url":"https://img.transistorcdn.com/er9NR63MREFV6i2rlZX8f-yMY6gNSK83fNUOzBPoSt8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}