{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"Canada First: Inside an $8 Billion Fund Manager’s Playbook","html":"","width":"100%","height":180,"duration":3453,"description":"Are Canadian stocks finally having their moment? In this episode of In the Money with Amber Kanwar, Garey Aitken, Head of Canadian Equities at Franklin Templeton’s ClearBridge Investments, breaks down the \"sell America, buy Canada\" trend, explains why the U.S. is losing some of its exceptionalism, and gives his take on whether this shift is short-lived or part of a longer-term rebalancing in global markets.Garey shares 8 Canadian stocks he believes have a clear edge right now—from blue-chip dividend names to contrarian energy picks and growth stocks flying under the radar. He offers candid takes on valuation, proxy battles, strategic reviews, and where he's deploying capital now. If you're after resilience, income, or upside, there's something in here for every kind of investor. Plus, with a federal election looming, what impact could the outcome have on Canadian energy policy and investor sentiment? Garey weighs in on how much political risk he's factoring in and what to watch for in the days ahead.Whether you're a long-term investor, dividend chaser, or market skeptic—this episode is packed with expert insight.Timestamps00:00 Show Intro 01:40 Garey Aitken’s approach to investing and why Canada is outperforming the U.S. 03:50 Is this the beginning of Canadian exceptionalism?07:45 Reasons Canadian stocks have an edge right now11:00 Uncertainty facing the Canadian economy and what the federal election means 16:15 ITM Mailbag: Does Garey like Dollarama (DOL.TO) at these levels?18:50 What does Garey think about Parkland’s (PKI.TO) proxy battle and what does it mean for the stock? 24:55 What does Garey think about Couche-Tard in 2025? (ATD.TO) 33:20 Does Garey like Capital Power (CPX.TO) at these levels? 36:20 Is Constellation Software insulated from tariffs and what does Garey think about the valuation?40:15 Garey’s Pro Picks Sponsors​​This episode is sponsored by BMO InvestorLine. Open a new BMO InvestorLine account, and you could receive up to $3,500 cash back....","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}