AI, Market Volatility & Ideas on Our Radar

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Dear Clients,

On August 6, 2026, I joined BNN Bloomberg to discuss July’s market volatility, why we believe the long-term AI investment thesis remains intact despite the recent correction, and several investment opportunities currently on our radar.

During the program, I also had the opportunity to interview Paul Goddard, President & CEO of Pizza Pizza, on the company’s Q2 earnings, consumer spending trends, and competitive dynamics within the restaurant industry. We also took a number of questions from viewers on markets, portfolio positioning, and the outlook ahead.

If you missed the segments, you can watch them below:

Whether discussing AI, market volatility, or individual investment opportunities, our focus remains the same: looking beyond short-term headlines and identifying quality businesses with durable long-term growth potential.

If you’d like to discuss any of these themes or how they may impact your portfolio, please don’t hesitate to reach out.

Sincerely,

Nadeem Kassam, CFA, MBA

Chief Investment Strategist, Chief Operating Officer and Portfolio Manager
Marnoa Private Wealth CounselPhone: 519-707-0052
Email: [email protected]
Website: www.marnoa.ca
Connect & follow Nadeem on LinkedIn.

Nadeem Kassam is a Portfolio Manager with Marnoa Private Wealth Counsel. The opinions and statements expressed by Nadeem in this show are his personal representations and do not necessarily reflect those of Marnoa. They are effective as at the date of this broadcast only and are subject to change. Some of the investments discussed by Nadeem may be held in portfolios managed by Nadeem or by the firm’s officers and directors.

Marnoa Private Wealth Counsel Ltd. (“Marnoa”) is a Portfolio Manager and Exempt Market Dealer registered in the provinces of Ontario, Quebec, British Columbia, Manitoba, Alberta, and Nova Scotia.

Marnoa Private Wealth Counsel Ltd. is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Registration does not imply a certain level of skill or training. The information contained herein is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice, nor as an offer or solicitation to buy or sell any security, or a recommendation. The firm or its clients may or may not hold positions mentioned.

Opinions expressed are current as of the date of publication and are subject to change without notice. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Readers should consult their own professional advisers before making any investment decisions.

This content is directed to persons in those jurisdictions in which Marnoa is registered to provide investment advice. It is not intended to reflect the reader’s personal needs and circumstances and hence is not a solicitation for advisory services. Any information or description of services provided herein is effective on the date of publication only, and Marnoa does not undertake to advise the reader of any changes.

AI, Market Volatility & Ideas on Our Radar

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