An Equity Roundtable with Damian, Ben, and Jose

On this special edition TDAM Talks podcast in our Breadth of Experience series, Damian Fernandes, Managing Director, TD Asset Management Inc. (TDAM), Ben Gossack, Managing Director, TDAM and Jose Alancherry, Vice President, TDAM, engage in a roundtable chat on the equity market: Topics include recessionary fears, market cycles, diverging trends in investing, and revealing their equities "origin story." Damian and Ben are Lead Portfolio Managers at TDAM, and Jose is a Client Portfolio Manager within the TDAM Fundamental Equities Team.Highlights include:Is the U.S. Federal Reserve "overcooking" the economy? 1:00Exploiting skepticism through stock selection 5:50The Magnificent Seven and the Market - is it the S&P7 vs S&P493? 8:19Living through the Industrial Supercycle 11:51Should we be thinking about defensive stocks? 18:05Is technology overplayed? 21:56Artificial Intelligence and it's integration into our lives 23:20The U.S. Elections and the impact on the economy - do they really matter? 25:12 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: [email protected] 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.