Canoe Perspectives
Claim This Podcastby Canoe Financial
Podcast Overview
<p>Canoe Perspectives is a podcast that goes inside the thinking of Canoe Financial’s investment professionals. Each episode features candid conversations with our portfolio managers on what they are seeing across markets, how they are positioning their portfolios, and where opportunity may be emerging next.</p>
Language
🇺🇲
Publishing Since
2/6/2026
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Recent Episodes
June 16, 2026
Beyond AI: Finding opportunity in the market's blind spots
When market attention is focused on just a few massive names, exceptional businesses quietly get left behind. In the latest episode of Canoe Perspectives, Portfolio Manager Fabian Renauer joins host Darren Cabral to discuss the high-potential areas the market is overlooking. They explore why today’s narrow market narrative has created rare entry points for high-quality, cash-generating franchises that are thriving but neglected.
May 7, 2026
The quiet renaissance in small- and mid-cap stocks
For years, markets have been dominated by megacap growth, while small- and mid-cap stocks faded into the background. But since late last year, leadership has started to broaden, with small-cap stocks significantly outperforming their large-cap counterparts. In this episode, Sajan Bedi, Vice President and Portfolio Manager, explores the opportunities in these overlooked areas of the market.
April 14, 2026
Three key pivots for a market in flux
Rob Taylor, Senior Vice President & CIO, sits down with Darren Cabral to outline three essential pivots for navigating the current market environment: expanding the opportunity set beyond narrow tech leaders, recognizing the structural shift in commodity markets, and finding asymmetry in areas where expectations have reset. Tune in to learn why the era of effortless indexing is evolving into a true stock picker’s market.
7 total episodes available
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Frequently asked questions
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- What is Canoe Perspectives?
<p>Canoe Perspectives is a podcast that goes inside the thinking of Canoe Financial’s investment professionals. Each episode features candid conversations with our portfolio managers on what they are seeing across markets, how they are positioning their portfolios, and where opportunity may be emerging next.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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