Best Manulife Podcasts (2025)

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Manulife's Thooft: High valuations aren't signalling trouble ahead 1:02:06

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12d ago1:02:06

1:02:06

Nate Thooft, chief investment officer and senior portfolio manager at Manulife Investment Management, says that he's still leaning into equities despite stock valuations being stretched, noting that the fundamentals support modest gains and aren't signalling a bubble or crisis. Thooft does worry that the market may run out of momentum and may lack …

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Is Manulife One a Wealth Shortcut—or a Debt Trap? 21:26

13d ago21:26

21:26

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here What if your mortgage, checking account, and line of credit were all combined into one powerful tool—could it really speed up your debt freedom and build wealth faster, or just cost you more…

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WisdomTree's Schwartz: More rate cuts will spur a broader rally 57:32

2h ago57:32

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Jeremy Schwartz, global chief investment officer at WisdomTree, says he "would like the Fed to be lower," and says that rate cuts from the central bank will help to spur small-cap stocks starting to participate more in the rally. Schwartz likes the looks of international stocks, but particularly Japan, which has reached record highs and finally rec…

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RSM's Brusuelas sees a 'healthy' market correction amid economic strength 1:00:47

15h ago1:00:47

1:00:47

Joseph Brusuelas, chief economist at RSM, says the economy is reasonably healthy and has been resilient amid difficult headlines, which make it likely to accelerate as rate cuts, tax cuts and deregulation kick in and provide a spending boost. At the same time, Brusuelas says he thinks the market is building "bubbles and period of over-speculation w…

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Chartpattern's Zanger: The market is screaming 'Buy, buy, buy, buy, buy!' 1:00:28

4d ago1:00:28

1:00:28

Dan Zanger, chief technical officer at ChartPattern.com, says "the market wants higher" and is filled with cup-and-saucer patterns that "are waiting for handles to form," which is typically a bullish sign for individual names. Zanger says the broad market is showing some technical signs of resistance, but says investors should stick with what has b…

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Holding Company Hype: What You’re Not Being Told 23:29

4d ago23:29

23:29

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Should you really set up a holding company for tax savings—or could it actually cost you more in the long run? Many Canadians hear that incorporating is the golden ticket to tax efficiency a…

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Canadian company, international impact: Kevin Strain of Sun Life Financial 36:24

5d ago36:24

36:24

Kevin Strain never planned on a career in insurance. But an early job as an auditor led to his introduction to the insurance industry, culminating in his current position as president and CEO of Sun Life Financial. In this episode of Speaking of Business, Kevin shares how Sun Life grew from a Canadian insurer into a global financial services and as…

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Reinventing Fun and Function : A Deep Dive with Mark Bingeman 33:27

5d ago33:27

33:27

Mark Bingeman is the President and CEO of Bingemans, a family-owned entertainment, hospitality, and event destination in Waterloo Region. After studying hospitality internationally and gaining experience with major hotel brands, Mark returned to lead the business founded by his grandfather. Under his leadership, Bingemans has evolved into a modern,…

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Mega-trends will end days of boom-bust markets 1:03:32

5d ago1:03:32

1:03:32

Ed Campbell, the founder of Red Hook Phoenix Investment Partners, says that key shifts in the economy triggered by advancements in artificial intelligence and automation, changes to the financial situation, shifting geopolitics and more will make it so that markets and economies don't get so far off-kilter that they create boom and bust patterns. H…

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Neuberger's Blazek: Strong fundamentals will carry this market into '26 1:03:36

6d ago1:03:36

1:03:36

Jeff Blazek, co-chief investment officer of multi-asset strategies for Neuberger Berman says that "valuation becomes less important when you have high conviction in sustained growth of earnings, economic growth and high return on equity," which is why he's focused on the earnings portion of price/earnings and is plowing forward with stocks even wit…

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How Whole Life Policies Unlock Liquidity and Growth for Business Owners 23:42

6d ago23:42

23:42

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you letting too much of your business’s hard-earned cash sit idle when it could be working for you in multiple ways? As a business owner, you know the importance of having liquidity—an e…

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Man Group's Hooper: Market has hit 'vulnerable territory' for 15-20% drawdown 1:02:25

7d ago1:02:25

1:02:25

Kristina Hooper, chief market strategist at Man Group, says that investors need to "keep on dancing" while the music is playing, but she says the tunes are about to change or stop, with valuations setting the market up for a decline of up to 20 percent that could might take a while to get here but which could show up this year if the market has a b…

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Episode 111 | Recession risks, tariffs, and market disparities: a candid view from behind the scenes 34:05

8d ago34:05

34:05

Episode overview In this special episode, hosts and Co-Chief Investment Strategists Kevin Headland and Macan Nia welcome Nathan William Thooft, Chief Investment Officer for Multi Assets and Equities at Manulife Investments. Nate shares his global perspective on markets, asset allocation, and the evolving investment landscape, with insights tailored…

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How markets - and your finances - could respond to a government shutdown 1:01:28

8d ago1:01:28

1:01:28

With a potential shutdown of the federal government loming on Tuesday — which would result in hundreds of thousands of workers being furloughed — the stock market enters this week on edge. Dominic Pappalardo, chief multi-asset strategist at Morningstar Wealth, has examined how the market has responded to past shutdowns, and notes that the impacts t…

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GenTrust's Besaw: A.I. isn't 'magic,' but the market is acting as if it is 58:42

11d ago58:42

58:42

Jim Besaw, chief investment officer at GenTrust, says that the market is pricing everything as if all artificial intelligence ideas are going to come through and deliver revolutionary change and profits, and that investors are ignoring the risks that come with the technology. That could be setting them up for a fall, although Besaw is neutral on th…

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Wealth Analysis Paralysis: When Too Many Wealth Options Hold You Back 27:37

11d ago27:37

27:37

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you doing “all the right things” financially, yet still wondering if it’s enough—or what to do next? That’s exactly where Victoria, a 40-year-old dentist, finds herself. She’s saving agg…

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From BlackBerry to Danby: Jim Estill’s Playbook for Entrepreneurial Leadership 45:18

12d ago45:18

45:18

Jim Estill of Danby Appliances is a Canadian technology entrepreneur, executive, and philanthropist. Jim started a computer distribution business from the trunk of his car while in university. He turned that modest business into a company doing $350,000,000 in sales before selling to SYNNEX in 2004. He then became CEO of SYNNEX Canada and grew sale…

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First American's Fleming: Home affordability won't recover quickly 1:01:13

13d ago1:01:13

1:01:13

Mark Fleming, chief economist at First American, says rate cuts are not a panacea for the housing market, especially because Americans got used to nearly 50 years of declining mortgage rates until they moved from the 3% level up to their 6% range over the last few years. Now — with consumers feeling like they have golden handcuffs in older, low-rat…

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Rayliant's Wool: Outrageous valuations project to lower future equity gains 1:00:44

14d ago1:00:44

1:00:44

Phillip Wool, chief research officer and lead portfolio manager, Rayliant Global Advisors, says "there are places where valuations are so stretched I find it hard to explain," but he notes that is more in certain sectors and certain themes, but he says the global economy is in a good place, which makes him optimistic about the future for stocks, ju…

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Earnings wave will keep raising the tide for this market 1:02:18

15d ago1:02:18

1:02:18

Dec Mullarkey, head of investment strategy at SLC Investments, says that the market’s earnings power is enough to keep pushing it forward, overcoming obstacles like increased tariff impacts and sticky inflation and leading to an optimistic outlook for next year while acknowledging the headline risks that have investors’ attention, Mullarkey said th…

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Strategist Yardeni: Market's 'melt-up' is consistent with the new 'Roaring '20s' 1:01:00

18d ago1:01:00

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Edward Yardeni, president and chief investment strategist at Yardeni Research, says "there's a lot of funky stuff going on in the labor market," and that reduced interest rates may not change conditions but could instead impact the market and contribute to a melt-up that helps the bull market roll on. While melt-ups do tend to be followed by a regr…

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The Playbook for Balancing Taxes, Retained Earnings, and Passive Income in Canada 22:41

18d ago22:41

22:41

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call here Are you a Canadian business owner sitting on retained earnings but unsure how to invest them without losing half to taxes? You’ve worked hard to build a profitable corporation, but the momen…

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From Sri Lanka to Elmira: Cultivating Community and Inclusion with Abby Cooper 30:31

19d ago30:31

30:31

Abby Cooper is the Founder of Hearts Open For Everyone (H.O.P.E.). Abby immigrated as a young child from Sri Lanka and, after spending some time in Toronto, she settled in Elmira, where she launched H.O.P.E. Her work blends mindfulness, community engagement, DEI education, and grassroots activism. On this episode, she talks about what inspired her …

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Commonwealth's McMillan: 'The risk is in the Mag 7' and growth stocks 1:00:04

19d ago1:00:04

1:00:04

Brad McMillan, chief investment officer at Commonwealth Financial Network, says that while stock market valuations look high, "they're not crazy either," because the companies are making money at levels that justify the higher prices. He says he is leaning towards value — and holding cash while waiting for buying pullbacks — and away from the bigge…