{"podcast":{"title":"In the Money with Amber Kanwar","slug":"in-the-money-with-amber-kanwar-7168627","podcast_index_feed_id":7168627,"rss_url":"https://feeds.transistor.fm/in-the-money","website_url":"http://www.inthemoneypod.com","image_url":"https://img.transistorcdn.com/DNO7Ky-oV5ULT22kKzBToJNb94bIIy2Qu-DeDVtIR1s/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.jpg","author":"Amber Kanwar","episode_count":158,"summary":"In the Money with Amber Kanwar brings you actionable ideas from top money managers to help you make profitable decisions. As one of Canada’s most recognizable business journalists and the former host of BNN Bloomberg’s Market Call, join Amber as her guests answer your questions on individual stocks and offer their best investment ideas.","last_synced_at":"2026-07-23T16:19:21.369902+00:00","page_url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627"},"episode":{"title":"The Microcap Playbook: Finding 10x Stocks Before They Get Discovered","slug":"the-microcap-playbook-finding-10x-stocks-before-they-get-discovered","published_at":"2026-04-23T10:00:00+00:00","page_url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627/the-microcap-playbook-finding-10x-stocks-before-they-get-discovered","show_page_url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627","url":"https://share.transistor.fm/s/0e55d10a","audio_url":"https://media.transistor.fm/0e55d10a/27ce10b8.mp3","summary":"The best opportunities in the market might be the ones no one is paying attention to — and that’s exactly where microcap investor Mathieu Martin is looking. On this episode of In the Money with Amber Kanwar , Amber sits down with Mathieu Martin, Portfolio Manager for the Rivemont MicroCap Fund, to break down one of the most underfollowed — and potentially most lucrative — corners of the market. Martin explains why microcaps, often ignored by institutions and analysts, offer a unique edge for investors willing to do the work. Drawing on his unconventional path from poker to portfolio management, he shares how he identifies high-conviction ideas, builds deep fundamental insight, and finds companies that can grow from under $100 million to multi-billion dollar success stories. He also walks through the mindset required to handle volatility, why liquidity cycles matter more than fundamentals in the short term, and how improving conditions could set the stage for a new wave of microcap outperformance. In the Mailbag, Martin weighs in on some of the most intriguing small-cap names investors are watching right now. He revisits the remarkable run of Kraken Robotics (PNG.TO), explaining why he’s trimmed but still holds a small position, breaks down the risks and rapid growth behind Hydreight Technologies (NURS), and outlines both the opportunity and recent “yellow flags” surrounding Kits Eyecare (KITS.TO). He also discusses ADF Group (DRX.TO) and its potential to benefit from Canadian infrastructure spending despite tariff headwinds, shares his cautious take on Poet Technologies (POET) amid a short squeeze, and gives his outlook on Cineplex (CGX.TO) as the box office recovery gains momentum. In Pro Picks, Martin leans into one of his highest-conviction — and most controversial…","meta_description":"The best opportunities in the market might be the ones no one is paying attention to — and that’s exactly where microcap investor Mathieu Martin is lookin…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3795,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/in-the-money-with-amber-kanwar-7168627/episodes/the-microcap-playbook-finding-10x-stocks-before-they-get-discovered/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627/the-microcap-playbook-finding-10x-stocks-before-they-get-discovered.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}