PODCAST

The Living Market Podcast

IG Wealth Management

Hosted by Philip Petursson, Chief Investment Strategist at IG Wealth Management

business investing

All Episodes

7:57

What story is price telling us?

The Living Market Podcast ·

2026/04/17

Markets aren't irrational just because they don't do what you expect, says Philip Petursson, Chief Investment Strategist at IG Wealth Management. He explores how positioning drives market movements more than headlines. He reveals why systematic traders added billions in buying pressure and how geopolitical shocks typically follow a predictable pattern. In the end, waiting for the story to feel good means missing the move, because price isn't a result of the story — price is the story.

6:23

Economy and earnings looking sturdier than market...

The Living Market Podcast ·

2026/04/09

Headlines make corrections feel like collapses, but what does the data actually show? Philip Petursson, Chief Investment Strategist at IG Wealth Management, separates market mood from underlying reality. He explores how falling stock prices in the face of rising profit expectations create a better setup, shares surprising strength from major airlines reporting their best booking weeks ever and explains why the economy looks sturdier than investor sentiment suggests heading into earnings season.

8:07

We’re seeing a loss of momentum, not a collapse

The Living Market Podcast ·

2026/04/02

Are we close to a market bottom, or is more pain ahead? Philip Petursson, Chief Investment Strategist at IG Wealth Management, assesses recession risk through multiple indicators, including yield curves, manufacturing data, financial conditions and labour markets. He discusses why markets are making a familiar mistake by extrapolating geopolitical shocks into macro collapse, and the critical difference between momentum loss and level collapse. He also explains why it would be a policy error to

7:21

How many times will the market fall for it?

The Living Market Podcast ·

2026/03/26

When should investors react to headlines and when should they hold steady? Philip Petursson, Chief Investment Strategist, IG Wealth Management, addresses the challenge of separating emotional reactions from sound evaluation during volatile periods. He discusses the Trump administration's consistent pattern of escalation followed by de-escalation, why oil price increases don't automatically signal recession, and what historical data reveals about the difference between ordinary corrections and

33:48

What you need to know before filing taxes this year

The Living Market Podcast ·

2026/03/24

Tax season is here. Are you ready? Host Aurèle Courcelles, Vice-President, Tax and Estate Planning at IG Wealth Management, sits down with Jonathan Braun, Senior Manager of Tax and Estate Planning at IG Wealth Management, to break down everything Canadians need to know for their 2025 tax filing. They discuss the new federal tax rate reduction and its surprising impact on non-refundable credits, updated alternative minimum tax rules, strategic timing for RRSP deductions, how to maximize medical

5:59

Looking at inflation through a Canadian lens

The Living Market Podcast ·

2026/03/19

The Bank of Canada held rates steady this week, but the tone of its statement revealed something important about the inflation challenge ahead. Philip Petursson, Chief Investment Strategist at IG Wealth Management, examines why raising rates during a period of oil-driven supply shock could do more harm than good. He explains how higher oil prices act as a tax on consumers, why the Canadian economy is already showing signs of fatigue and what this means for the probability of rate cuts before

6:41

Global energy: is it a temporary disruption or a...

The Living Market Podcast ·

2026/03/12

After oil spiked above $119 and markets panicked, the waters have calmed a little. Ashish Utarid, Assistant Vice-President, Investment Strategy, discusses whether the current energy crisis will be a temporary operational shock or a lasting supply break. He explains that the system is clogging rather than cutting off completely, how supply-driven shock differs from demand overheating, and what signals investors should monitor to distinguish whether this is just short-term volatility or if the impact

7:01

Navigating volatility: lessons from the Strait of Hormuz

The Living Market Podcast ·

2026/03/03

How will the latest geopolitical tensions among Iran, the United States and Israel affect global markets? Philip Petursson, Chief Investment Strategist at IG Wealth Management, provides a thorough analysis. He explains why the Strait of Hormuz is essential for oil supply, how Canadian equities could benefit from elevated oil prices and why maintaining disciplined investing is important during periods of volatility.

9:03

What the tariff decision really means for markets

The Living Market Podcast ·

2026/02/26

What does the recent U.S. Supreme Court decision on tariffs mean to investors? Philip Petursson, Chief Investment Strategist, IG Wealth Management, says despite the attention-grabbing headlines, the core components of trade policy remain unchanged. Philip says the bigger story is about growing uncertainty and shifting market leadership. He explores how global markets, inflation and portfolio positioning may be affected, and shares some things to keep an eye on as trade policy enters a new

6:19

The AI conundrum: opportunity and risk

The Living Market Podcast ·

2026/02/19

AI is having two seemingly contradictory effects on the markets, says Ashish Utarid, Assistant Vice-President, Investment Strategy, IG Wealth Management. AI’s spending and projects are real, and the investment amounts are stratospheric. At the same time, AI is disrupting today’s reality, and the market is already pricing in that disruption before it’s even had a chance to affect companies’ balance sheets. Ashish explains what this means for the markets and investors.

7:37

Gold, bitcoin and the new rules of risk

The Living Market Podcast ·

2026/02/12

Philip Petursson, Chief Investment Strategist, IG Wealth Management examines the shifting roles of gold and bitcoin in the modern financial environment. He offers a thorough look at why gold continues to serve as a premier safe-haven asset during global turmoil, while bitcoin struggles with its identity. He also examines the gold-to-silver ratio and the evolving nature of risk appetite.

11:53

Maple money meets metal momentum

The Living Market Podcast ·

2026/02/05

Philip Petursson, Chief Investment Strategist, IG Wealth Management, examines a significant juncture for global markets: the Bank of Canada’s wait-and-see stance, the U.S. Federal Reserve’s likely policies during a leadership transition and a noticeable correction in precious metals. He explores how evolving signals from central banks, currency changes and valuation adjustments are influencing investor sentiment.

4:17

Interest rates: nothing to see here

The Living Market Podcast ·

2026/01/29

While central banks have chosen to maintain their current stance, underlying uncertainty remains a significant factor. Ashish Utarid, Assistant Vice-President, Investment Strategy, IG Wealth Management, looks at the recent decisions by the Bank of Canada and the U.S. Federal Reserve and highlights why interest rates are no longer the dominant force in the markets. He says that growth, trade disputes, currency fluctuations and geopolitics are likely to prompt the markets’ next big moves.

6:16

Current volatility is disruptive, not destructive

The Living Market Podcast ·

2026/01/22

Philip Petursson, Chief Investment Strategist at IG Wealth Management, discusses the rise in market volatility and the headlines capturing attention in early 2026. He examines the effects of recent geopolitical and policy developments — from new trade disputes to questions about the independence of the U.S. Federal Reserve — on investor confidence.

8:44

What's driving the U.S. economy's surge?

The Living Market Podcast ·

2026/01/16

Philip Petursson, Chief Investment Strategist at IG Wealth Management, explores the remarkable acceleration in U.S. economic growth, as shown by the Atlanta Fed’s GDPNow model. Philip uncovers the roles of trade, fiscal stimulus and regulatory credit easing, while examining the tension between robust GDP figures and a cooling labour market.

7:28

Where will tariffs take us in 2026?

The Living Market Podcast ·

2026/01/08

Philip Petursson, Chief Investment Strategist at IG Wealth Management, returns with a timely breakdown of the latest U.S. tariff developments and their broader economic consequences. He explains how tariff hikes on Canadian and Chinese imports were far lower than expected and why the most hopeful outcomes for tariffs might not lead to straightforward gains. Philip provides scenarios of how tariffs, inflation and monetary policy are shaping the investment outlook for 2026.

10:52

Fearless forecasts for 2026

The Living Market Podcast ·

2025/12/19

Philip Petursson, Chief Investment Strategist at IG Wealth Management, throws out the consensus playbook and presents three fearless forecasts for 2026. From a bold call on copper’s relentless rise and oil’s surprising rebound, to the prospect of Canadian equities outpacing their U.S. counterparts for a second year, this episode challenges market assumptions and explores where opportunity may be hiding. Philip shares analytical insights into macroeconomic drivers, sector fundamentals and global

6:05

How the wealth effect will set the stage for 2026

The Living Market Podcast ·

2025/12/11

Philip Petursson, Chief Investment Strategist, IG Wealth Management, explores the fourth and final pillar of our 2026 market outlook: the wealth effect wave. He says that rising equity markets and the spending patterns of the wealthiest Americans continue to drive economic expansion. He also says consumer discretionary stocks signal economic strength and shares what disciplined investors should focus on as they navigate the markets in the year ahead.

5:05

How the AI spending boom will shape 2026

The Living Market Podcast ·

2025/12/04

This episode explores the third pillar of our 2026 market outlook: the transformative AI supercycle. Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management, unpacks how disciplined, cash-flow-backed investments in artificial intelligence infrastructure are reshaping economic growth, enhancing productivity and driving the next phase of expansion. He says today’s AI investing cycle is fundamentally different from prior tech booms, and explores what this means for the

5:06

Why fiscal policy will have a leading role in 2026

The Living Market Podcast ·

2025/11/28

This week, we have part two of our series on the 2026 market outlook. Ashish Utarid, Assistant Vice-President of Investment Strategy at IG Wealth Management delves into the fiscal engine, examining how expansionary fiscal policies in both the U.S. and Canada will drive market activity. He explains the effects of accelerated depreciation and Canadian stimulus on households, corporations and overall economic growth, emphasizing how this calculated boldness is likely to be rewarded by markets.

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