Head Fixed Income Trader Harvey Libby joins host Chris Cooksey for his regular update visit to review 2024 so far and where we may be heading, including:

• Review of the year so far
• Rates/Inflation
• Opportunities

Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Head of Investment Strategy Neil Linsdell joins host Chris Cooksey for his regular update visit to discuss the recent market volatility and give an overview of what has gone on so far in 2024, including:

• Review of 2024 so far
• Recent volatility
• The Sahm rule
• Interest rates
• Magnificent 7 and AI
• Tech stock trends

Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Charlotte Jakubowicz, VP Fixed Income and Currencies joins host Chris Cooksey to discuss the options available in the fixed income market from the traditional bonds and GICs to newer alternative options, including:

• What are the options available?
• Approaches to fixed income investing
• Bank of Canada rate cuts and the effect on the fixed income market

Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Financial Planner Yannick Rivest joins the host Chris Cooksey to discuss for so summer financial planning tips, including:

• In your opinion how does a financial planner help with investor success?

• How important is it for your plan to evolve as you do and your situation changes?
• Spring/summer cleaning – as we starting think about summer and holidays, what are some tips for people who will be distracted by summer fun?
• What are some of the common ‘mistakes’ you see when talking planning with clients/investors?
• At Raymond James we are excited to be able to offer our Total Wealth Solutions – what does TWS mean?

Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Javed Mirza, Quantitative/Technical Strategist joins host Chris Cooksey to discuss quantitative and technical analysis, including:

• Overview of technical analysis
• Overview of quantitative analysis
• You are a Chartered Market Technician® - what does mean?
• How does you use technical and quantitative analysis to inform your views on what is going on in markets?
• What are you current views?

Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Robin Taub, CPA &CA, keynote speaker and bestselling author joins host Chris Cooksey to discuss teaching kids about money, including:

• Importance of financial literacy
• Lack of financial planning education for kids/youth
• How to start helping your kids/grandchildren
• Important things teenagers/young adults can do

Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Head of Investment Strategy Neil Linsdell joins host Chris Cooksey to discuss what’s going on in equity markets, including:

• Q2 quarterly update highlights
• Interest rate cuts
• Differences between US and Canada
• Recession?
• Issues in the housing market

Follow the podcast on LinkedIn: The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.

Head Fixed Income Trader Harvey Libby joins host Chris Cooksey to discuss what’s going on in fixed income markets, including:

• Recent federal budget and the new capital gains taxes
• Recap of where we are/where we have been
• Rates and inflation
• Opportunities
• The importance of after-tax yields.

Follow the podcast on LinkedIn:

The Advantaged Investor

Please subscribe, rate and review. Reach out at advantagedinvestorpod@raymondjames.ca.