Buy The Way – A Guardian Capital LP Podcast

From Macro Concerns to Earnings Euphoria?

John and David explore a market caught between blockbuster earnings, resilient consumers, and surging AI-driven optimism—while geopolitical tensions and inflation risks loom large. They break down what’s fueling global equity performance, shifting central bank expectations, and the growing influence of emerging markets.

Women and Wealth

Host John Pagliacci sits down with Micha Choi, Vice President and Portfolio Manager at Guardian Capital Advisors, to explore the evolving landscape of women and wealth. The conversation unpacks the massive intergenerational wealth transfer to women, the service gaps they face in traditional finance, and how advisors can better engage, empower, and support female decision makers.

Implications of Iran War

Join John Pagliacci and Guardian Capital’s David Onyett Jeffries as they cut through the headlines on the war in Iran, examining how potential Strait of Hormuz disruptions could fuel inflation, weigh on growth, and impact consumers. They assess stagflation fears, regional vulnerabilities, and the implications for bonds, equities, and central bank policy.

All Abroad!

Host John Pagliacci sits down with Senior Portfolio Manager Andrew Cox to explore why international equities are outpacing the U.S.—and whether the trend has staying power. They break down the macro forces shaping global markets, highlight compelling opportunities from Europe to Japan, and discuss where investors should tread carefully.

New World Order?

In this episode, John and David bring you up to speed on the shifting global landscape, including volatile precious metals prices, geopolitical tensions, investor sentiment and how a "new world order" could be reshaping markets, portfolios and global alliances.