In just one week, we went from the edge of a global trade war to a 90-day truce—and the markets are feeling every twist and turn. One post on Truth Social was all it took for Donald Trump to send the Dow soaring nearly 3,000 points in its biggest rally since 2008... while simultaneously tightening tariffs on China. Chaos? Absolutely. End in sight? Not even close.On today’s show, Amber brings in two powerhouse guests to help make sense of the madness:Frances Horodelski, veteran investor, shares why the financial system isn’t about to break—and why she’s still optimistic despite the volatility.Darcy Morris of Ewing Morris & Co. Investment Partners breaks down how activist investors can find opportunity in uncertainty, revealing his current top plays and value strategies.Whether you’re an investor, a market watcher, or just trying to understand what the heck is going on—this episode is a must-watch. Subscribe now and don’t miss the insights that could change your portfolio.Timestamps 00:00 Show Intro 03:50 Amber & Frances chat about the chaos in fixed income markets06:50 How to approach the turmoil as an investor12:00 Why Frances thinks this feels more like covid rather than 200814:00 U.S. vs. China: Who will blink first?20:00 Amber welcomes Darcy Morris22:00 Is there panic out there on the client side?24:00 Why activist investing creates opportunity even during tough times25:00 Darcy’s approach to activist investing and long-term value creation27:40 How Darcy finds activist opportunities 31:50 Why Darcy isn’t afraid to ruffle feathers in corporate Canada 34:25 Darcy offers a clear example of his successful activism39:25 Darcy’s Pro Picks 54:30 ETF Minute: CI Global Infrastructure Private Pool ETF58:55 Coming up SponsorsThis episode is sponsored by BMO InvestorLine. If you’re an experienced trader, BMO Active Trader is the platform for you. Learn more at https://bmo.com/advancedtrading?ecid=pr-2886232INV1-JNBMO17For over 25 years, Raymond James has been helping Canadians achieve their financial goals. Visit raymondjames.ca today to discover how you can live a life well planned.Pro Picks is brought to you by ATB Financial. With $62 billion in assets, ATB Financial is powering possibilities for more than 820,000 financial services clients in Alberta and beyond. Visit ATB.com/inthemoney for more informationETF Minute is brought to you by CI Global Asset Management. Find out more about CI’s ETF offerings here: https://www.cifinancial.com/ci-gam/ca/en/investment-solutions/exchange-traded-funds.html, and about the CI Global Infrastructure Private Pool ETF hereLinksFollow In the Money:Visit the website: https://inthemoneypod.com/ Submit a question: [email protected] Follow In the Money on Instagram: https://www.instagram.com/inthemoneypod/?hl=en Facebook: https://www.facebook.com/profile.php?id=61569721774740 Twitter/X: https://twitter.com/inthemoneypod TikTok: https://www.tiktok.com/@inthemoneypod?lang=enDISCLAIMERS The information provided in this podcast is for informational purposes only and does not constitute financial, investment, or professional advice.The views expressed by the host and guests are their own and do not necessarily reflect the opinions of any organization or company.The host and guests may maintain positions in any securities discussed on the podcast. Always consult with a qualified financial advisor or professional before making any investment decisions.BMO DISCLAIMER Terms and conditions apply. BMO InvestorLine is a wholly owned subsidiary of Bank of Montreal. Member – Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization. The opinions and views expressed in this presentation are those of the presenter and not necessarily BMO InvestorLine Inc. This presentation is prepared as a general source of information and is not intended to provide legal, investment, accounting or tax advice, and should not be relied upon in that regard. If legal or investment advice or other professional assistance is needed, the services of a competent professional should be obtained. Any information contained in this presentation does not constitute and shall not be deemed to constitute advice, an offer to sell/purchase or as an invitation or solicitation to do so for any entity. The content of this presentation is based on sources believed to be reliable, but its accuracy cannot be guaranteed. BMO InvestorLine Inc. and its affiliates, sponsors and employees do not accept responsibility for the content and makes no representation as to the accuracy, completeness or reliability of the content and hereby disclaims any liability with regards to the same.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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