
RWL Research Pod
By RWL Research Pod

RWL Research PodJun 14, 2023
![81. Working with Ultra High Net Worth Clients [Guest: Sascha Isaacs, VP&PM Family Office Wealth Counsel - RWL]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
81. Working with Ultra High Net Worth Clients [Guest: Sascha Isaacs, VP&PM Family Office Wealth Counsel - RWL]
81. Working with Ultra High Net Worth Clients [Guest: Sascha Isaacs, VP&PM Family Office Wealth Counsel - RWL]
![80. Buying and Selling a Small Business [Guest: Liz MacRae, Co-Founder - VillageWellth.com]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
80. Buying and Selling a Small Business [Guest: Liz MacRae, Co-Founder - VillageWellth.com]
80. Buying and Selling a Private Business [Guest: Liz MacRae, Co-Founder - VillageWellth.com]
![79. Contrarian Investing [Guest: Phil Mackellar, PM & GM - Contra The Heard]](https://d3t3ozftmdmh3i.cloudfront.net/production/podcast_uploaded_nologo400/21462805/21462805-1643913056699-97faf1d0e7d3f.jpg)
79. Contrarian Investing [Guest: Phil Mackellar, PM & GM - Contra The Heard]
79. Contrarian Investing [Guest: Phil Mackellar, PM & GM - Contra The Heard]
![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]