TDAM Talks

The TDAM Talks Podcast is a podcast where we dive deep into the world of investment markets. We'll share the latest trends and, insightful analysis, and uncover strategies that will help you navigate the complex landscape of investing.

TDAM Talks is a business podcast hosted by Unknown Host, with 91 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts TDAM Talks, a business show with 91 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #15

  The Essential Dividend ETF Checklist | The ETF Experience

  Aug 18, 202614 minS4

  Dividend ETFs are a popular way to earn investment income, but a high yield does not always mean a better investment. This episode explains the difference between dividend income, distributions, yield, and total return, and why it is important to look at the companies inside an ETF. Investors who want income, growth, or both will learn how to compare dividend ETFs and understand the trade-offs between active and passive strategies. When you're choosing a dividend ETF, is the biggest payout really the most important thing to look for? Join Isabela Sagan , Manager, ETF Business Development, TD Asset Management Inc. (TDAM) and Linda Otamendi , Associate, Portfolio Research, TDAM as they unpack common questions about dividend ETFs and share insights to help investors better understand the role dividends can play in a portfolio. Highlights: What is dividend income? (1:12) Understanding distributions, yield, and total return (1:53) How to compare dividend ETF holdings (3:32) Choosing between active and passive dividend ETFs (5:52) Do younger investors need dividend income? (10:12) For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast    Email any questions or ideas for future episodes to: td.tdamtalks@td.com Please follow "TD Asset Management" on  LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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  Episode #16

  AI, Markets & the Next Wave of Growth | Portfolio Manager Views Podcast

  Aug 10, 202629 minS4

  AI has been one of the biggest drivers of market returns in recent years. But after a period of volatility, investors are asking what comes next. In this episode, we explore whether the AI story is changing, what earnings trends are revealing about the broader market, and whether growth is beginning to spread beyond a handful of stocks and sectors. If market leadership continues to expand, what could that mean for investors in the years ahead? Join Vitali Mossounov, Managing Director, Head of Public Equities, TD Asset Management Inc. (TDAM), Juliana Faircloth, Vice President & Director, Co-Head of Public Equity Research, TDAM and Tarik Aeta, Vice President & Director, Co-Head of Public Equity Research, TDAM. as they discuss the outlook for AI, the trends driving markets, and where the next wave of growth could emerge. Highlights include: 00:52 How research supports investment decisions 04:21 How investment ideas are found and evaluated 10:00 Is the AI investment boom still intact? 17:06 What is driving growth beyond AI? 22:07 Why market optimism may continue For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast    Email any questions or ideas for future episodes to: td.tdamtalks@td.com Please follow "TD Asset Management" on  LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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  Episode #14

  Why Fixed Income Matters Again | TDAM Talks Podcast

  Jul 23, 202620 minS4

  Fixed income is back in focus. Rising rates could open new doors for investors' income, diversification, and portfolio construction. In this episode, listeners will learn: How today's bond market differs from the low-rate environment that followed the financial crisis Why active management is becoming more important What investors can learn from navigating market volatility As interest rates, credit markets, and market volatility continue to evolve, what role should fixed income play in a modern portfolio? Join Justin Flowerday , Senior Vice President and Chief Investment Officer, TD Asset Management Inc. (TDAM), and Jennifer Hartviksen , Managing Director, Head of Fixed Income, TDAM, as they discuss the experiences and investment principles that have shaped their approach to navigating markets. Highlights include: 05:30 Lessons from investing through market crises 10:43 Why strong investment teams matter 14:04 The role fixed income plays in a portfolio 19:49 Inflation, interest rates, and bond returns 22:51 Why active management matters in fixed income For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast    Email any questions or ideas for future episodes to: td.tdamtalks@td.com Please follow "TD Asset Management" on  LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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  Episode #13

  Do Investors Need Commodities in Their Portfolios Again? | Portfolio Manager Views Podcast[

  Jul 16, 202633 minS4

  Commodities are back in the spotlight and new data centers, expanding power grids, and manufacturing changes are driving explosive demand. However, years of underinvestment are making it hard to meet that increased consumer demand. With inflation, geopolitical tensions, and the growing demand for energy and raw materials adding to the mix, what questions should investors consider in today's market? In this episode, you'll hear what's driving markets such as copper, gold, oil, and agriculture, and why some investors are taking a fresh look at commodities for diversification and inflation protection. If demand keeps growing while supply remains constrained, what could that mean for portfolios in the years ahead? Join Hussein Allidina, Managing Director, Head of Commodities, TD Asset Management Inc. (TDAM), Humza Hussain, Vice President & Director, Commodities, TDAM, and Adam Grinbergs, Associate, Portfolio Research, TDAM as they examine the supply and demand forces shaping commodity markets and discuss the role they can play in portfolio diversification and inflation protection. Highlights include: 04:11 What commodities are and how investors gain exposure through futures markets 06:08 Why underinvestment, electrification, AI infrastructure, and reshoring are supporting commodity demand 11:03 Copper's supply challenge and why new production is taking longer to develop 16:00 The role commodities can play in diversification and inflation protection 23:19 Views on key commodity markets, including agriculture, natural gas, copper, gold, and oil For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast    Email any questions or ideas for future episodes to: td.tdamtalks@td.com Please follow "TD Asset Management" on  LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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  TDAM Talks

  Real Estate Yield is Back: What Investors May Be Missing | Minds and Markets Podcast

  Jul 9, 202626 min

  TBA For a full transcript in English and French, please visit the TD Asset Management Podcast page: https://www.td.com/ca/en/asset-management/insights/podcast    Email any questions or ideas for future episodes to: td.tdamtalks@td.com Please follow "TD Asset Management" on  LinkedIn: https://ca.linkedin.com/showcase/tdassetmanagement/     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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