
RWL Research Pod
By RWL Research Pod

RWL Research PodMay 19, 2022
![78. RWL National Partnership Office [Guest: Andrew Kizito, Portfolio Manager & Branch Manager - RWL]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![77. Strong On The Downside [Guest: Doug Goodman, PM - Richmond & Goodman Team, Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![76. Bonding 24-6 [Guests: Manulife's Chris Chapman, Sr. PM, and Charles Tomes, APM]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![75. Canadian Small & Mid Caps [Guest: Sajan Bedi, VP & PM – Canoe Financial]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
75. Canadian Small & Mid Caps [Guest: Sajan Bedi, VP & PM – Canoe Financial]
75. Canadian Small & Mid Caps [Guest: Sajan Bedi, VP & PM – Canoe Financial]
![74. Incremental Returns on Incremental Invested Capital [Guest: Jason Del Vicario (PM) & Steven Chen (Global Analytics Associate) - Hillside Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
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]
![73. Getting Nitty Gritty with Microcaps [Guest: Gerry Wimmer - Director of Investment Research - Investorfile.com]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
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]
![72. Patiently Investing [Guest: Vito Maida, President & PM - Patient Capital Management]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
72. Patiently Investing [Guest: Vito Maida, President & PM - Patient Capital Management]
72. Patiently Investing [Guest: Vito Maida, President & PM - Patient Capital Management]
![71. Macro View: The Cruelty of Markets [Guest: Tyler Mordy, CEO/CIO - Forstrong Global]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
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]
![70. 7 Characteristics Of Quality [Guest: Darren Dansereau, CEO - QV Investors]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
70. 7 Characteristics Of Quality [Guest: Darren Dansereau, CEO - QV Investors]
70. 7 Characteristics Of Quality [Guest: Darren Dansereau, CEO - QV Investors]
![69. Diversified Strategies & Arbitrage [Guest: Travis Dowle, President & PM - Maxam Capital Management]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
69. Diversified Strategies & Arbitrage [Guest: Travis Dowle, President & PM - Maxam Capital Management]
69. Diversified Strategies & Arbitrage [Guest: Travis Dowle, President & PM - Maxam Capital Management]
![68. Repeatable Value-Added Decision Making [Guest: Karan Phadke, PM - Mawer]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
68. Repeatable Value-Added Decision Making [Guest: Karan Phadke, PM - Mawer]
68. Repeatable Value-Added Decision Making [Guest: Karan Phadke, PM - Mawer]
![67. Price Matters [Guest: Jamie Price, PM & IA - RWL]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
67. Price Matters [Guest: Jamie Price, PM & IA - RWL]
67. Price Matters [Guest: Jamie Price, PM & IA - RWL]
![66. Investorfile.com [Guest: Gerry Wimmer, Director of Investment Research - Investorfile.com]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
66. Investorfile.com [Guest: Gerry Wimmer, Director of Investment Research - Investorfile.com]
66. Investorfile.com [Guest: Gerry Wimmer, Director of Investment Research - Investorfile.com]
![65. Market Leadership & Growth Equities [Guest: Jonathan Lo, VP, Growth Equities - AGF]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
65. Market Leadership & Growth Equities [Guest: Jonathan Lo, VP, Growth Equities - AGF]
65. Market Leadership & Growth Equities [Guest: Jonathan Lo, VP, Growth Equities - AGF]
![64. Price Matters [Guest: Jamie Price, Investment Advisor - RWL]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
64. Price Matters [Guest: Jamie Price, Investment Advisor - RWL]
64. Price Matters [Guest: Jamie Price, Investment Advisor - RWL]
![63. Right Place At The Right Time [Guest: Felix Narhi, CIO & PM - PenderFund]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
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]
![62. Lessons Learned In Debt Markets [Guest: Raj Tandon, Founding Partner - Algonquin Capital]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
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]
![61. Differentiated Low-cost Operators [Guest: Ome Saidi, PM - Mackenzie Investments]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
61. Differentiated Low-cost Operators [Guest: Ome Saidi, PM - Mackenzie Investments]
61. Differentiated Low-cost Operators [Guest: Ome Saidi, PM - Mackenzie Investments]
![60. Price Matters [Guest: Jamie Price, PM - RWL]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
60. Price Matters [Guest: Jamie Price, PM - RWL]
60. Price Matters [Guest: Jamie Price, PM - RWL]
![59. Small Cap Acumen [Guest: Donny Woo, PM - Acumen Capital]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo/21462805/21462805-1643914710584-4b92848037fa1.jpg)
59. Small Cap Acumen [Guest: Donny Woo, PM - Acumen Capital]
59. Small Cap Acumen [Guest: Donny Woo, PM - Acumen Capital]
![58. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
58. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
58. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
![57. North Growth [Guest: Erica Lau, CEO & Lead PM - North Growth Management]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
57. North Growth [Guest: Erica Lau, CEO & Lead PM - North Growth Management]
57. North Growth [Guest: Erica Lau, CEO & Lead PM - North Growth Management]
![56. Weekly Thoughts (June 23/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![55. Capital Markets Navigator [Guest: Marcel Valentin, VP - Sophic Capital]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
55. Capital Markets Navigator [Guest: Marcel Valentin, VP - Sophic Capital]
55. Capital Markets Navigator [Guest: Marcel Valentin, VP - Sophic Capital]
![54. Weekly Thoughts (June 16/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
54. Weekly Thoughts (June 16/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
![53. Why Office? [Guest: Anthony Guarnieri, VP Family Offices - Group RMC]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
53. Why Office? [Guest: Anthony Guarnieri, VP Family Offices - Group RMC]
53. Why Office? [Guest: Anthony Guarnieri, VP Family Offices - Group RMC]
![52. Weekly Thoughts (June 9/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![51. Growth Canadian Research [Guest: Peter Hodson, Head Of Research - 5i Research]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
51. Growth Canadian Research [Guest: Peter Hodson, Head Of Research - 5i Research]
51. Growth Canadian Research [Guest: Peter Hodson, Head Of Research - 5i Research]
![50. Weekly Thoughts (June 2/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![49. Defensive Investing [Guest: Dan Dupont, VP & PM - Fidelity]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
49. Defensive Investing [Guest: Dan Dupont, VP & PM - Fidelity]
49. Defensive Investing [Guest: Dan Dupont, VP & PM - Fidelity]
![48. Weekly Thoughts (May 26/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![47. Sustainable Investing [Guest: Martin Grosskopf, VP & PM - AGF]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
47. Sustainable Investing [Guest: Martin Grosskopf, VP & PM - AGF]
47. Sustainable Investing [Guest: Martin Grosskopf, VP & PM - AGF]
![46. Weekly Thoughts (May 19/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![45. Contra The Heard [Guest: Benj Gallander, Co-Founder & President - Contra The Heard]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![44. Industrials [Guest: Dan Fong, Analyst - Veritas]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
44. Industrials [Guest: Dan Fong, Analyst - Veritas]
44. Industrials [Guest: Dan Fong, Analyst - Veritas]
![43. Weekly Thoughts (May 12/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![42. From Theory To Practice [Guests: Tim Pritchard, PM & Wealth Advisor - RWL; Marlena Lee, Global Head Of Investment Solutions - Dimensional]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![41. Weekly Thoughts (May 4/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![40. Contrarian QARP [Guest: Patrice Quirion, PM - Fidelity]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
40. Contrarian QARP [Guest: Patrice Quirion, PM - Fidelity]
40. Contrarian QARP [Guest: Patrice Quirion, PM - Fidelity]
![39. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
39. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
39. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
![38. Energy Update [Guest: Rafi Tahmazian, PM – Canoe Financial]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
38. Energy Update [Guest: Rafi Tahmazian, PM – Canoe Financial]
38. Energy Update [Guest: Rafi Tahmazian, PM – Canoe Financial]
![37. Credit Update [Guest: Brian Carney, Portfolio Manager - Canso]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
37. Credit Update [Guest: Brian Carney, Portfolio Manager - Canso]
37. Credit Update [Guest: Brian Carney, Portfolio Manager - Canso]
![36. Macro Thoughts (Apr 21/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![35. The Idiot Millionaire [Guest: Derek Foster, Author]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
35. The Idiot Millionaire [Guest: Derek Foster, Author]
35. The Idiot Millionaire [Guest: Derek Foster, Author]
![34. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
34. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
34. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
![33. Software Anyone? [Guest: Brandon Osten, Founder/CEO/PM - Venator Capital Management]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
33. Software Anyone? [Guest: Brandon Osten, Founder/CEO/PM - Venator Capital Management]
33. Software Anyone? [Guest: Brandon Osten, Founder/CEO/PM - Venator Capital Management]
![32. Macro Thoughts - Apr 7/22 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![31. A Value Investor [Guest: Tim McElvaine, Founder - McElvaine Investment Management]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
31. A Value Investor [Guest: Tim McElvaine, Founder - McElvaine Investment Management]
31. A Value Investor [Guest: Tim McElvaine, Founder - McElvaine Investment Management]
![30. ESG Investing [Guest: Matt Egerton, Analyst/PM - Fidelity]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
30. ESG Investing [Guest: Matt Egerton, Analyst/PM - Fidelity]
30. ESG Investing [Guest: Matt Egerton, Analyst/PM - Fidelity]
![29. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
29. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
29. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
![28. Growth To Value [Guest: Rob Taylor, CIO & PM - Canoe Financial]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
28. Growth To Value [Guest: Rob Taylor, CIO & PM - Canoe Financial]
28. Growth To Value [Guest: Rob Taylor, CIO & PM - Canoe Financial]
![27. Canadian Financials Pecking Order [Guest: Lemar Persaud, Analyst - Cormark Securities]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
27. Canadian Financials Pecking Order [Guest: Lemar Persaud, Analyst - Cormark Securities]
27. Canadian Financials Pecking Order [Guest: Lemar Persaud, Analyst - Cormark Securities]
![26. Carbon Markets [Guests: Mac Whale & Nick Boychuk, Cormark Securities]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
26. Carbon Markets [Guests: Mac Whale & Nick Boychuk, Cormark Securities]
26. Carbon Markets [Guests: Mac Whale & Nick Boychuk, Cormark Securities]
![25. SHOP Talk [Guest: Desmond Lau, Analyst – Veritas Research]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
25. SHOP Talk [Guest: Desmond Lau, Analyst – Veritas Research]
25. SHOP Talk [Guest: Desmond Lau, Analyst – Veritas Research]
![24. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
24. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
24. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
![23. Pre-seed Venture Capital [Guest: Bryan Slauko, Co-Founder - Metiquity Ventures]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
23. Pre-seed Venture Capital [Guest: Bryan Slauko, Co-Founder - Metiquity Ventures]
23. Pre-seed Venture Capital [Guest: Bryan Slauko, Co-Founder - Metiquity Ventures]
![22. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
22. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
22. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
![21. How To Win And Lose A Stock Picking Contest [Guest: Nicholas Boychuk, Analyst - Cormark Securities]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![20. Alternatives [Guest: Craig Machel, Portfolio Manager - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
20. Alternatives [Guest: Craig Machel, Portfolio Manager - Richardson Wealth]
20. Alternatives [Guest: Craig Machel, Portfolio Manager - Richardson Wealth]
![19. Analyst Grind [Guest: Jesse Gamble, Analyst - Donville Kent Asset Management]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
19. Analyst Grind [Guest: Jesse Gamble, Analyst - Donville Kent Asset Management]
19. Analyst Grind [Guest: Jesse Gamble, Analyst - Donville Kent Asset Management]
![18. Hockey to Real Estate [Guest: Sasha Cucuz, CEO - Greybrook Securities]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
18. Hockey to Real Estate [Guest: Sasha Cucuz, CEO - Greybrook Securities]
18. Hockey to Real Estate [Guest: Sasha Cucuz, CEO - Greybrook Securities]
![17. Macro Thoughts - Feb 24/22 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
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]
![16. Top Picks [Guest: Steven Ko, Founder/Portfolio Manager - Starvine Capital]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
16. Top Picks [Guest: Steven Ko, Founder/Portfolio Manager - Starvine Capital]
16. Top Picks [Guest: Steven Ko, Founder/Portfolio Manager - Starvine Capital]
![15. V-List [Guest: Anthony Scilipoti, CEO - Veritas Research]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
15. V-List [Guest: Anthony Scilipoti, CEO - Veritas Research]
V-List [Guest: Anthony Scilipoti, CEO - Veritas Research]
![14. Investing Process [Guest: Jeff Fenwick, Head of Research - Cormark Securities]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
14. Investing Process [Guest: Jeff Fenwick, Head of Research - Cormark Securities]
14. Investing Process [Guest: Jeff Fenwick, Head of Research - Cormark Securities]
![13. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
13. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
![12. The Man Behind The Charts [Guest: Mark Deriet, Analyst - Cormark Securities]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
12. The Man Behind The Charts [Guest: Mark Deriet, Analyst - Cormark Securities]
The Man Behind The Charts [Guest: Mark Deriet, Analyst - Cormark Securities]
![11. Tech Opportunities [Guest: Aaron Dunn, Analyst - Keystone Financial]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
11. Tech Opportunities [Guest: Aaron Dunn, Analyst - Keystone Financial]
11. Tech Opportunities [Guest: Aaron Dunn, Analyst - Keystone Financial]
![10. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
10. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]
Macro thoughts for week of Feb 1
![09. Manulife [Guest: Nigel D'Souza, Investment Analyst - Veritas Research]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_episode400/21462805/21462805-1643914591173-28961402fedfe.jpg)
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.

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.

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!
![06. Telecomms [Guest: Desmond Lau, Investment Analsyt - Veritas]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_episode400/21462805/21462805-1643914833340-72822afd9febf.jpg)
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!
![05. Consumer Staples & Discretionary [Guest: Kathleen Wong, Sr. Analyst - Veritas Research]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_episode400/21462805/21462805-1643914851091-fffb21fda77db.jpg)
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!
![04. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_episode400/21462805/21462805-1643914879033-218c267686305.jpg)
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).
![03. REITs [Guest: Sairam Srinivas, Analyst - Cormark Securities]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_episode400/21462805/21462805-1643914901830-dcb94c858274e.jpg)
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.
![02. Bottom Up Investor [Guest: Jeff Fenwick, Head of Research - Cormark Securities]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_episode400/21462805/21462805-1643914926188-62c5776c81a8b.jpg)
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!
![01. Bonds and the 60/40 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_episode400/21462805/21462805-1643914752398-6cea32a6f2494.jpg)
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.