{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"If We are Headed for Recession, This is Where to Hide","html":"","width":"100%","height":180,"duration":3282,"description":"Stocks may be falling but Rebecca Teltscher, portfolio manager at Newhaven Asset Management’s portfolio is up, proving that her long-term, fundamentals driven approach is working. Rather than chasing short-term trends, she focuses on defensive investments—companies that provide critical infrastructure and offer long-term stability by prioritizing dividends. She says Donald Trump’s trade war means stagflation is a huge risk but notes the sectors she invests in are attractive regardless of an economic slowdown or rise in inflation. She tells In the Money with Amber Kanwar why she’s bullish on Canadian stocks, why valuation matters more than hype, and reveals the companies she’s buying now—including one energy name she calls “the most enticing buy in the market.” Timestamps 00:00 Show intro 01:45 Rebecca explains her defensive approach to investing 04:00 What tariffs mean for the defensive dividend-paying approach06:00 Is stagflation is a big risk and what’s the stagflation playbook? 09:45 U.S. vs. Canadian stocks & why Rebecca thinks Canadian stocks are poised to continue to outperform 14:45 Carney vs. Poilievre: assessing the what the next Prime Minister will mean for Canadian markets 17:45 In the Money mailbag: Is Algonquin Power & Utilities hopeless? 22:45 What are Rebecca’s thoughts on Telus as a long-term hold? 25:45 Will BCE cut the dividend? 29:40 What is a catalyst for Nutrien? 31:45 Rebecca’s thoughts on Gibson Energy 33:45 Is there more upside in Manulife? 35:15 Rebecca’s thoughts on the Hamilton U.S. Bond Yield Maximizer ETF39:45 Rebecca’s Pro Picks 53:00 Goodbye & coming upSponsorsThis episode is brought to you by BMO InvestorLine. We often discuss various stock ideas and market trends on this show. If you’re looking to explore those ideas further, BMO InvestorLine is an excellent resource. Their platform provides in-depth research, powerful tools, and commission-free trading on over 100 popular ETFs. Plus, you’ll find the BMO Investment Learning Centre...","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}