{"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 Mother of All Commodity Supercycles","slug":"the-mother-of-all-commodity-supercycles","published_at":"2026-05-14T10:00:00+00:00","page_url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627/the-mother-of-all-commodity-supercycles","show_page_url":"https://stenobird.com/podcast/in-the-money-with-amber-kanwar-7168627","url":"https://share.transistor.fm/s/225cc1f2","audio_url":"https://media.transistor.fm/225cc1f2/53c0ba2f.mp3","summary":"“If tech was the best performer for 25 years because it took in all the cash… what do you think happens when all the cash flows into commodities and infrastructure?” That’s the big question driving today’s conversation—and according to Daniel Dreyfus, the answer could define the next decade of investing. In this episode of In the Money with Amber Kanwar, Daniel Dreyfus, Chief Investment Officer at Bornite Capital, lays out his high-conviction thesis that we are in the early stages of the largest capital spending cycle in modern history. From AI-driven data centre demand to aging power grids, critical minerals, and global supply chain reshoring, he explains why trillions of dollars are now being redirected into real assets—and why that shift could fundamentally reshape market leadership. Dreyfus walks through how he identifies “pinch points” across supply chains, why he believes commodities like copper, oil, and gold still have room to run, and how investors should think about energy, infrastructure, and inflation in a world of rising geopolitical risk and currency debasement. He also breaks down why he sees Canada as one of the most compelling places to invest in energy today, and what needs to happen for that opportunity to be fully realized. In Mailbag, Dreyfus weighs in on key viewer questions across energy, natural gas, gold, copper, fertilizers, waste management, and more—including his views on names like PrairieSky (PSK.TO), Cenovus (CVE.TO), Tourmaline (TOU.TO), Paramount (POU.TO), Barrick (ABX.TO), Hudbay (HBM.TO), Mosaic (MOS), GFL (GFL.TO), and Pan American Silver (PAAS.TO). In Pro Picks, he revisits past ideas like Cheniere (LNG), Ivanhoe (IVN.TO), and Talen (TLN), and shares new high-conviction names including Skeena Resources (SKE.TO) and Carpenter Technol…","meta_description":"“If tech was the best performer for 25 years because it took in all the cash… what do you think happens when all the cash flows into commodities and infra…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4183,"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-mother-of-all-commodity-supercycles/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-mother-of-all-commodity-supercycles.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}