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Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141
Manage episode 379544513 series 2112821
Content provided by Mawer Investment Management Ltd.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mawer Investment Management Ltd. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Main themes impacting the portfolio and the benefits of systematically tracking investment decisions.
Highlights:
- Valuation considerations in a higher rate environment
- How (and why) we’ve started systematically tracking and analyzing our investment decisions
- Portfolio adjustments—adding AltaGas, exiting Enbridge and Agnico Eagle
- Quick dive into Dollarama’s business model and some of the stock drivers
164 episodes
Share
Manage episode 379544513 series 2112821
Content provided by Mawer Investment Management Ltd.. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mawer Investment Management Ltd. or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Main themes impacting the portfolio and the benefits of systematically tracking investment decisions.
Highlights:
- Valuation considerations in a higher rate environment
- How (and why) we’ve started systematically tracking and analyzing our investment decisions
- Portfolio adjustments—adding AltaGas, exiting Enbridge and Agnico Eagle
- Quick dive into Dollarama’s business model and some of the stock drivers
164 episodes
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Similar to Art of Boring
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
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…
continue reading
Evan Davis hosts the business conversation show with insights from the people at the top.
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continue reading
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…
continue reading
A bootstrappers podcast for founders, entrepreneurs, visionaries and dreamers who are building businesses from the ground up without the taking on debt or selling equity. Here we cover marketing, sales, organization and mindset issues that matter to you
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
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Outsource Acelerator Podcast, hosted by Derek Gallimore, explores business and outsourcing mastery. Inside-knowledge from the outsourcing capital of the world - Manila, Philippines.
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