In this episode of InFocus, Mike Gassewitz, CEO at TriCert Financial Group, sits down with TriCert Investment Counsel Portfolio Manager Grayson Waechter, CFA, to unpack what happened in the energy and materials sectors during Q1 2025.
They discuss significant developments, including the Canadian LNG export terminal, how Canadian energy companies are controlling costs amid lower oil prices, and why natural gas may be poised for more meaningful portfolio exposure.
The conversation also covers the fine print of recent U.S. tariff rulings, standout names such as Nutrien and Shell, and why gold, despite strong price moves, has underperformed over the longer term.
This episode highlights how TriCert’s QSect approach supports investment decision-making in a rapidly evolving environment.
Recorded on May 23, 2025
Grayson Waechter, CFA®
Grayson Joined TriCert Investment Counsel in 2015. As a Portfolio Manager, Grayson is responsible for researching and monitoring our investments in the Materials and Oil & Gas sector. Grayson has attained several licences and accreditations throughout his career from various governing financial services bodies and is a CFA® charterholder.
