EPISODE · Apr 8, 2025 · 19 MIN
Stocks and Shocks: A First Quarter Equity Roundtable Part Two
from TDAM Talks · host Jose Alancherry, Ben Gossack, Vitali Mossounov
In this second part of the roundtable chat, our portfolio managers dive into the effects of tariffs on various sectors and industries, policy uncertainty, the framework for security selection and key signals driving it.(00:01:09) Navigating the stages of AI adoption: Where do we stand?(00:02:43) Signals driving security selection: price, earnings, valuations(00:05:33) Market's shifting focus on policy uncertainty(00:09:08) Tariff effects: cloudy outlook 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.
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In this second part of the roundtable chat, Jose Alancherry hosts Vitali Mossounov and Ben Gossack and they dive into the effects of tariffs on various sectors and industries, policy uncertainty, the framework for security selection and key signals driving it.
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Stocks and Shocks: A First Quarter Equity Roundtable Part Two
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