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RWL Research Pod

RWL Research Pod

By RWL Research Pod

A podcast for investment advisors where we cover the markets, individual company names, and all things investing!
Currently playing episode

45. Contra The Heard [Guest: Benj Gallander, Co-Founder & President - Contra The Heard]

RWL Research PodMay 19, 2022

00:00
52:35
78. RWL National Partnership Office [Guest: Andrew Kizito, Portfolio Manager & Branch Manager - RWL]

78. RWL National Partnership Office [Guest: Andrew Kizito, Portfolio Manager & Branch Manager - RWL]

78. RWL National Partnership Office [Guest: Andrew Kizito, Portfolio Manager & Branch Manager - RWL]

May 09, 202316:21
77. Strong On The Downside [Guest: Doug Goodman, PM - Richmond & Goodman Team, Richardson Wealth]

77. Strong On The Downside [Guest: Doug Goodman, PM - Richmond & Goodman Team, Richardson Wealth]

77. Strong On The Downside [Guest: Doug Goodman, PM - Richmond & Goodman Team, Richardson Wealth]

Apr 11, 202326:15
76. Bonding 24-6 [Guests: Manulife's Chris Chapman, Sr. PM, and Charles Tomes, APM]

76. Bonding 24-6 [Guests: Manulife's Chris Chapman, Sr. PM, and Charles Tomes, APM]

76. Bonding 24-6 [Guests: Manulife's Chris Chapman, Sr. PM, and Charles Tomes, APM]

Mar 28, 202335:42
75. Canadian Small & Mid Caps [Guest: Sajan Bedi, VP & PM – Canoe Financial]

75. Canadian Small & Mid Caps [Guest: Sajan Bedi, VP & PM – Canoe Financial]

75. Canadian Small & Mid Caps [Guest: Sajan Bedi, VP & PM – Canoe Financial]

Mar 03, 202335:07
74. Incremental Returns on Incremental Invested Capital [Guest: Jason Del Vicario (PM) & Steven Chen (Global Analytics Associate) - Hillside Wealth]

74. Incremental Returns on Incremental Invested Capital [Guest: Jason Del Vicario (PM) & Steven Chen (Global Analytics Associate) - Hillside Wealth]

74. Incremental Returns on Incremental Invested Capital [Guest: Jason Del Vicario (PM) & Steven Chen (Global Analytics Associate) - Hillside Wealth]

Jan 20, 202340:10
73. Getting Nitty Gritty with Microcaps [Guest: Gerry Wimmer - Director of Investment Research - Investorfile.com]

73. Getting Nitty Gritty with Microcaps [Guest: Gerry Wimmer - Director of Investment Research - Investorfile.com]

73. Getting Nitty Gritty with Microcaps [Guest: Gerry Wimmer - Director of Investment Research - Investorfile.com]

Dec 28, 202257:41
72. Patiently Investing [Guest: Vito Maida, President & PM - Patient Capital Management]

72. Patiently Investing [Guest: Vito Maida, President & PM - Patient Capital Management]

72. Patiently Investing [Guest: Vito Maida, President & PM - Patient Capital Management] 

Dec 06, 202238:53
71. Macro View: The Cruelty of Markets [Guest: Tyler Mordy, CEO/CIO - Forstrong Global]

71. Macro View: The Cruelty of Markets [Guest: Tyler Mordy, CEO/CIO - Forstrong Global]

71. Macro View: The Cruelty of Markets [Guest: Tyler Mordy, CEO/CIO - Forstrong Global]

Oct 27, 202234:15
70. 7 Characteristics Of Quality [Guest: Darren Dansereau, CEO - QV Investors]

70. 7 Characteristics Of Quality [Guest: Darren Dansereau, CEO - QV Investors]

70. 7 Characteristics Of Quality [Guest: Darren Dansereau, CEO - QV Investors]

Oct 20, 202238:26
69. Diversified Strategies & Arbitrage [Guest: Travis Dowle, President & PM - Maxam Capital Management]

69. Diversified Strategies & Arbitrage [Guest: Travis Dowle, President & PM - Maxam Capital Management]

69. Diversified Strategies & Arbitrage [Guest: Travis Dowle, President & PM - Maxam Capital Management] 

Oct 13, 202233:54
68. Repeatable Value-Added Decision Making [Guest: Karan Phadke, PM - Mawer]

68. Repeatable Value-Added Decision Making [Guest: Karan Phadke, PM - Mawer]

68. Repeatable Value-Added Decision Making [Guest: Karan Phadke, PM - Mawer]

Oct 06, 202235:57
67. Price Matters [Guest: Jamie Price, PM & IA - RWL]

67. Price Matters [Guest: Jamie Price, PM & IA - RWL]

67. Price Matters [Guest: Jamie Price, PM & IA - RWL]

Sep 30, 202221:45
66. Investorfile.com [Guest: Gerry Wimmer, Director of Investment Research - Investorfile.com]

66. Investorfile.com [Guest: Gerry Wimmer, Director of Investment Research - Investorfile.com]

66. Investorfile.com [Guest: Gerry Wimmer, Director of Investment Research - Investorfile.com]

Sep 22, 202244:59
65. Market Leadership & Growth Equities [Guest: Jonathan Lo, VP, Growth Equities - AGF]

65. Market Leadership & Growth Equities [Guest: Jonathan Lo, VP, Growth Equities - AGF]

65. Market Leadership & Growth Equities [Guest: Jonathan Lo, VP, Growth Equities - AGF]

Sep 14, 202234:29
64. Price Matters [Guest: Jamie Price, Investment Advisor - RWL]

64. Price Matters [Guest: Jamie Price, Investment Advisor - RWL]

64. Price Matters [Guest: Jamie Price, Investment Advisor - RWL]

Sep 08, 202220:16
63. Right Place At The Right Time [Guest: Felix Narhi, CIO & PM - PenderFund]

63. Right Place At The Right Time [Guest: Felix Narhi, CIO & PM - PenderFund]

63. Right Place At The Right Time [Guest: Felix Narhi, CIO & PM - PenderFund]

Aug 14, 202242:24
62. Lessons Learned In Debt Markets [Guest: Raj Tandon, Founding Partner - Algonquin Capital]

62. Lessons Learned In Debt Markets [Guest: Raj Tandon, Founding Partner - Algonquin Capital]

62. Lessons Learned In Debt Markets [Guest: Raj Tandon, Founding Partner - Algonquin Capital]

Aug 04, 202225:60
61. Differentiated Low-cost Operators [Guest: Ome Saidi, PM - Mackenzie Investments]

61. Differentiated Low-cost Operators [Guest: Ome Saidi, PM - Mackenzie Investments]

61. Differentiated Low-cost Operators [Guest: Ome Saidi, PM - Mackenzie Investments]

Aug 04, 202242:39
60. Price Matters [Guest: Jamie Price, PM - RWL]

60. Price Matters [Guest: Jamie Price, PM - RWL]

60. Price Matters [Guest: Jamie Price, PM - RWL]

Jul 21, 202224:52
59. Small Cap Acumen [Guest: Donny Woo, PM - Acumen Capital]

59. Small Cap Acumen [Guest: Donny Woo, PM - Acumen Capital]

59. Small Cap Acumen [Guest: Donny Woo, PM - Acumen Capital]

Jul 12, 202228:22
58. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

58. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

58. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Jul 02, 202223:06
57. North Growth [Guest: Erica Lau, CEO & Lead PM - North Growth Management]

57. North Growth [Guest: Erica Lau, CEO & Lead PM - North Growth Management]

57. North Growth [Guest: Erica Lau, CEO & Lead PM - North Growth Management]

Jun 27, 202229:44
56. Weekly Thoughts (June 23/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]

56. Weekly Thoughts (June 23/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]

56. Weekly Thoughts (June 23/22) [Guest: Jamie Price, SVP Investor Strategies - RWL] 

Jun 23, 202222:24
55. Capital Markets Navigator [Guest: Marcel Valentin, VP - Sophic Capital]

55. Capital Markets Navigator [Guest: Marcel Valentin, VP - Sophic Capital]

55. Capital Markets Navigator [Guest: Marcel Valentin, VP - Sophic Capital]

Jun 21, 202226:27
54​. Weekly Thoughts (June 16/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
Jun 16, 202222:24
53. Why Office? [Guest: Anthony Guarnieri, VP Family Offices - Group RMC]

53. Why Office? [Guest: Anthony Guarnieri, VP Family Offices - Group RMC]

53. Why Office? [Guest: Anthony Guarnieri, VP Family Offices - Group RMC]

Jun 16, 202224:30
52. Weekly Thoughts (June 9/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]

52. Weekly Thoughts (June 9/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]

52. Weekly Thoughts (June 9/22) [Guest: Jamie Price, SVP Investor Strategies - RWL] 

Jun 09, 202221:06
51. Growth Canadian Research [Guest: Peter Hodson, Head Of Research - 5i Research]

51. Growth Canadian Research [Guest: Peter Hodson, Head Of Research - 5i Research]

51. Growth Canadian Research [Guest: Peter Hodson, Head Of Research - 5i Research]

Jun 09, 202244:38
50. Weekly Thoughts (June 2/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]

50. Weekly Thoughts (June 2/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]

50. Weekly Thoughts (June 2/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]

Jun 02, 202221:19
49. Defensive Investing [Guest: Dan Dupont, VP & PM - Fidelity]

49. Defensive Investing [Guest: Dan Dupont, VP & PM - Fidelity]

49. Defensive Investing [Guest: Dan Dupont, VP & PM - Fidelity]

Jun 02, 202249:21
48. Weekly Thoughts (May 26/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]​

48. Weekly Thoughts (May 26/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]​

48. Weekly Thoughts (May 26/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]​

May 26, 202224:46
47. Sustainable Investing [Guest: Martin Grosskopf, VP & PM - AGF]

47. Sustainable Investing [Guest: Martin Grosskopf, VP & PM - AGF]

47. Sustainable Investing [Guest: Martin Grosskopf, VP & PM - AGF]

May 26, 202229:18
46. Weekly Thoughts (May 19/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]​

46. Weekly Thoughts (May 19/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]​

46. Weekly Thoughts (May 19/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]​

May 19, 202220:34
45. Contra The Heard [Guest: Benj Gallander, Co-Founder & President - Contra The Heard]

45. Contra The Heard [Guest: Benj Gallander, Co-Founder & President - Contra The Heard]

45. Contra The Heard [Guest: Benj Gallander, Co-Founder & President - Contra The Heard]

May 19, 202252:35
44. Industrials [Guest: Dan Fong, Analyst - Veritas]

44. Industrials [Guest: Dan Fong, Analyst - Veritas]

44. Industrials [Guest: Dan Fong, Analyst - Veritas]

May 17, 202227:38
43. Weekly Thoughts (May 12/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]

43. Weekly Thoughts (May 12/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]

43. Weekly Thoughts (May 12/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]

May 12, 202225:11
42. From Theory To Practice [Guests: Tim Pritchard, PM & Wealth Advisor - RWL; Marlena Lee, Global Head Of Investment Solutions - Dimensional]

42. From Theory To Practice [Guests: Tim Pritchard, PM & Wealth Advisor - RWL; Marlena Lee, Global Head Of Investment Solutions - Dimensional]

42. From Theory To Practice [Guests: Tim Pritchard, PM & Wealth Advisor - RWL; Marlena Lee, Global Head Of Investment Solutions - Dimensional]

May 12, 202248:09
41. Weekly Thoughts (May 4/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

41. Weekly Thoughts (May 4/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

41. Weekly Thoughts (May 4/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

May 04, 202226:05
40. Contrarian QARP [Guest: Patrice Quirion, PM - Fidelity]

40. Contrarian QARP [Guest: Patrice Quirion, PM - Fidelity]

40. Contrarian QARP [Guest: Patrice Quirion, PM - Fidelity]

May 02, 202249:38
39. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

39. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

39. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Apr 28, 202230:25
38. Energy Update [Guest: Rafi Tahmazian, PM – Canoe Financial]

38. Energy Update [Guest: Rafi Tahmazian, PM – Canoe Financial]

38. Energy Update [Guest: Rafi Tahmazian, PM – Canoe Financial]

Apr 27, 202230:17
37. Credit Update [Guest: Brian Carney, Portfolio Manager - Canso]

37. Credit Update [Guest: Brian Carney, Portfolio Manager - Canso]

37. Credit Update [Guest: Brian Carney, Portfolio Manager - Canso]

Apr 25, 202256:13
36. Macro Thoughts (Apr 21/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

36. Macro Thoughts (Apr 21/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

36. Macro Thoughts (Apr 21/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Apr 21, 202230:45
35. The Idiot Millionaire [Guest: Derek Foster, Author]

35. The Idiot Millionaire [Guest: Derek Foster, Author]

35. The Idiot Millionaire [Guest: Derek Foster, Author]

Apr 20, 202246:31
34. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

34. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

34. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Apr 14, 202227:12
33. Software Anyone? [Guest: Brandon Osten, Founder/CEO/PM - Venator Capital Management]

33. Software Anyone? [Guest: Brandon Osten, Founder/CEO/PM - Venator Capital Management]

33. Software Anyone? [Guest: Brandon Osten, Founder/CEO/PM - Venator Capital Management]

Apr 13, 202220:54
32. Macro Thoughts - Apr 7/22 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

32. Macro Thoughts - Apr 7/22 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

32. Macro Thoughts - Apr 7/22 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Apr 07, 202220:32
31. A Value Investor [Guest: Tim McElvaine, Founder - McElvaine Investment Management]

31. A Value Investor [Guest: Tim McElvaine, Founder - McElvaine Investment Management]

31. A Value Investor [Guest: Tim McElvaine, Founder - McElvaine Investment Management]

Apr 06, 202239:01
30. ESG Investing [Guest: Matt Egerton, Analyst/PM - Fidelity]

30. ESG Investing [Guest: Matt Egerton, Analyst/PM - Fidelity]

30. ESG Investing [Guest: Matt Egerton, Analyst/PM - Fidelity]

Apr 04, 202225:52
29. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

29. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

29. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Mar 31, 202227:45
28. Growth To Value [Guest: Rob Taylor, CIO & PM - Canoe Financial]

28. Growth To Value [Guest: Rob Taylor, CIO & PM - Canoe Financial]

28. Growth To Value [Guest: Rob Taylor, CIO & PM - Canoe Financial]

Mar 30, 202241:18
27. Canadian Financials Pecking Order [Guest: Lemar Persaud, Analyst - Cormark Securities]

27. Canadian Financials Pecking Order [Guest: Lemar Persaud, Analyst - Cormark Securities]

27. Canadian Financials Pecking Order [Guest: Lemar Persaud, Analyst - Cormark Securities]

Mar 28, 202222:17
26. Carbon Markets [Guests: Mac Whale & Nick Boychuk, Cormark Securities]

26. Carbon Markets [Guests: Mac Whale & Nick Boychuk, Cormark Securities]

26. Carbon Markets [Guests: Mac Whale & Nick Boychuk, Cormark Securities]

Mar 25, 202244:07
25. SHOP Talk [Guest: Desmond Lau, Analyst – Veritas Research]

25. SHOP Talk [Guest: Desmond Lau, Analyst – Veritas Research]

25. SHOP Talk [Guest: Desmond Lau, Analyst – Veritas Research]

Mar 24, 202229:45
24. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

24. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

24. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Mar 17, 202230:56
23. Pre-seed Venture Capital [Guest: Bryan Slauko, Co-Founder - Metiquity Ventures]

23. Pre-seed Venture Capital [Guest: Bryan Slauko, Co-Founder - Metiquity Ventures]

23. Pre-seed Venture Capital [Guest: Bryan Slauko, Co-Founder - Metiquity Ventures]

Mar 15, 202233:58
22. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

22. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

22. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Mar 10, 202221:02
21. How To Win And Lose A Stock Picking Contest [Guest: Nicholas Boychuk, Analyst - Cormark Securities]

21. How To Win And Lose A Stock Picking Contest [Guest: Nicholas Boychuk, Analyst - Cormark Securities]

21. How To Win And Lose A Stock Picking Contest [Guest: Nicholas Boychuk, Analyst - Cormark Securities]

Mar 09, 202233:45
20. Alternatives [Guest: Craig Machel, Portfolio Manager - Richardson Wealth]

20. Alternatives [Guest: Craig Machel, Portfolio Manager - Richardson Wealth]

20. Alternatives [Guest: Craig Machel, Portfolio Manager - Richardson Wealth]

Mar 07, 202217:19
19. Analyst Grind [Guest: Jesse Gamble, Analyst - Donville Kent Asset Management]

19. Analyst Grind [Guest: Jesse Gamble, Analyst - Donville Kent Asset Management]

19. Analyst Grind [Guest: Jesse Gamble, Analyst - Donville Kent Asset Management]

Mar 02, 202236:43
18. Hockey to Real Estate [Guest: Sasha Cucuz, CEO - Greybrook Securities]

18. Hockey to Real Estate [Guest: Sasha Cucuz, CEO - Greybrook Securities]

18. Hockey to Real Estate [Guest: Sasha Cucuz, CEO - Greybrook Securities]

Feb 25, 202231:39
17. Macro Thoughts - Feb 24/22 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

17. Macro Thoughts - Feb 24/22 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

17. Macro Thoughts - Feb 24/22 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Feb 24, 202222:32
16. Top Picks [Guest: Steven Ko, Founder/Portfolio Manager - Starvine Capital]

16. Top Picks [Guest: Steven Ko, Founder/Portfolio Manager - Starvine Capital]

16. Top Picks [Guest: Steven Ko, Founder/Portfolio Manager - Starvine Capital]

Feb 23, 202220:13
15. V-List [Guest: Anthony Scilipoti, CEO - Veritas Research]

15. V-List [Guest: Anthony Scilipoti, CEO - Veritas Research]

V-List [Guest: Anthony Scilipoti, CEO - Veritas Research]

Feb 22, 202229:32
14. Investing Process [Guest: Jeff Fenwick, Head of Research - Cormark Securities]

14. Investing Process [Guest: Jeff Fenwick, Head of Research - Cormark Securities]

14. Investing Process [Guest: Jeff Fenwick, Head of Research - Cormark Securities]

Feb 15, 202228:03
13. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

13. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Feb 10, 202226:05
12. The Man Behind The Charts [Guest: Mark Deriet, Analyst - Cormark Securities]

12. The Man Behind The Charts [Guest: Mark Deriet, Analyst - Cormark Securities]

The Man Behind The Charts [Guest: Mark Deriet, Analyst - Cormark Securities]

Feb 10, 202206:04
11. Tech Opportunities [Guest: Aaron Dunn, Analyst - Keystone Financial]

11. Tech Opportunities [Guest: Aaron Dunn, Analyst - Keystone Financial]

11. Tech Opportunities [Guest: Aaron Dunn, Analyst - Keystone Financial]

Feb 08, 202229:20
10. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

10. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Macro thoughts for week of Feb 1

Feb 07, 202211:41
09. Manulife [Guest: Nigel D'Souza, Investment Analyst - Veritas Research]

09. Manulife [Guest: Nigel D'Souza, Investment Analyst - Veritas Research]

In this episode, investment analyst, Nigel D'Souza, goes over the top pick from his universe of coverage - Manulife. 

Feb 02, 202208:46
08. Financials [Guest: Nigel D'Souza, Investment Analyst - Veritas Research

08. Financials [Guest: Nigel D'Souza, Investment Analyst - Veritas Research

In this episode, Nigel D'Souza, financials analyst for Veritas Research, shares some highlights from a presentation he recently shared with investment advisors. 

Feb 02, 202230:37
07. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth)

07. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth)

In this week's 'Macro Thoughts', Jamie covers a wide range of topics including announcements from the Fed and BoC, capex spending, government vs. individual balance sheets and more. Stay tuned!

Jan 31, 202221:38
06. Telecomms [Guest: Desmond Lau, Investment Analsyt - Veritas]

06. Telecomms [Guest: Desmond Lau, Investment Analsyt - Veritas]

In this episode we have Desmond Lau, Investment Analyst - Veritas Research, join us to talk about his investment philosophy, the return on invested capital calculation for comparing telecomm companies, and research on Cogeco. Enjoy the show!

Jan 28, 202228:01
05. Consumer Staples & Discretionary [Guest: Kathleen Wong, Sr. Analyst - Veritas Research]

05. Consumer Staples & Discretionary [Guest: Kathleen Wong, Sr. Analyst - Veritas Research]

On today's episode we have Kathleen Wong, Sr. Investment Analyst with Veritas Research. Kathleen covers her background, how she got into covering consumer staples, thoughts on Canada Goose, top portfolio picks, and more!

Jan 28, 202227:28
04. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

04. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

In our weekly 'Macro Thoughts' episode, Jamie goes over his thoughts on the markets (01:36), high valuations of tech (6:00), the bond bear market (09:03), why the tightening cycle is a sign of good things (12:28), political will to pickup the economy (14:49), combatting inflation (16:45), household debt (20:19), and potential causes of further market turmoil (23:37).

Jan 28, 202228:40
03. REITs [Guest: Sairam Srinivas, Analyst - Cormark Securities]

03. REITs [Guest: Sairam Srinivas, Analyst - Cormark Securities]

On this episode, analyst Sairam Srinivas shares insights into some of his top picks, key metrics for evaluating REITs, and initiation of new coverage on NexLiving Communities.

Jan 28, 202218:16
02. Bottom Up Investor [Guest: Jeff Fenwick, Head of Research - Cormark Securities]

02. Bottom Up Investor [Guest: Jeff Fenwick, Head of Research - Cormark Securities]

In this episode we have Jeff Fenwick, Head of Research for Cormark Securities. Jeff talks to us about his career, his role at Cormark, investment philosophy, universe of coverage and much more!

Jan 28, 202224:21
01. Bonds and the 60/40 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

01. Bonds and the 60/40 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Jamie Price (SVP Investor Strategies, Richardson Wealth) joins us to share his past on the bond desk, 60/40 asset allocation, and alternatives to using bonds in a portfolio.

Jan 28, 202240:37