Stocks and Shocks: A First Quarter Equity Roundtable Part One
In this first part of the roundtable chat, Jose Alancherry hosts Vitali Mossounov and Ben Gossack to discuss the recent market turbulence, the fundamentals behind the current AI lifecycle and the blender markets shaped by tariff expectations.
TDAM Talks · Ben Gossack, Jose Alancherry, Vitali Mossounov
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Show Notes
Investing in the market often resembles the experience of a flight: predominantly steady yet intermittently disrupted by turbulence. Investors may currently be facing similar turbulence: the optimism that marked the beginning of 2025, fueled by anticipated pro-business policies and tax cuts, has been tempered by the uncertainties introduced by tariffs.
Join Benjamin Gossack, Managing Director, Portfolio Manager, TD Asset Management Inc. (TDAM), Vitali Mossounov, Managing Director, Managing Director, Head of Fundamental Equity Research, TDAM, and Jose Alancherry, Vice President, Retail Client Portfolio Management, TDAM, for an engaging three-part Q1 roundtable chat on stocks and shocks driving the markets.
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
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