Best Moneyball For Marketing Podcasts (2024)

1
Quarterly Update | Q1 2024 | EP152 14:29

10d ago14:29

14:29

As markets continue on a dynamic trend, fixed income portfolio manager Crista Caughlin discusses the economy and factors that drove markets in the first quarter of 2024. In addition, the reemergence of a more typical correlation pattern between stocks and bonds, getting central banks off the sidelines, and the concern that markets may be being too …

1
Why Position Size Matters in Investing | EP151 42:00

30d ago42:00

42:00

Portfolio Manager Manar Hassan-Agha discusses the importance of position sizing in investing and how factors like behavioural biases, market structures, and optimal betting strategies under the Kelly Criterion can impact returns at varying position weights. The conversation explores limitations in precisely calculating probabilities and edges for s…

1
Playing the plan: Mawer's International equity portfolio | EP150 16:20

2M ago16:20

16:20

Portfolio Manager Peter Lampert breaks down the decision to re-open the strategy to new institutional investors and the key inputs that determine the strategy’s capacity. In addition, “a tale of two acquisitions”: one head scratching, the other improving the investment thesis of the holding. Key Points From This Episode: Breaking down the decision …

1
Post-Mortem: Learnings from 2023 | EP149 39:30

2M ago39:30

39:30

In this episode, host Rob Campbell and 11 colleagues on the research team engage in a comprehensive post-mortem analysis, sharing candid reflections on their decision-making processes over the past year. This episode underscores the significance of learning from both successes and mistakes, highlighting the value of vulnerability and introspection …

1
Introducing: The Mawer Global Credit Opportunities Strategy | EP148 27:42

3M ago27:42

27:42

In this episode, newly appointed Fixed Income Portfolio Manager at Mawer, Brian Carney, shares his insights on global credit strategies. With over 30 years of experience in the investment industry, Brian discusses his career journey, the evolution of credit markets, and his perspectives on current market dynamics. He highlights Mawer's approach to …

1
Global Equities: Moneyball, Weighing Decisions, and Finding an Edge | EP147 16:32

3M ago16:32

16:32

In this episode, Manar Hassan-Agha, co-manager of the Global Equity Strategy, joins host Rob Campbell to discuss applying the 'Moneyball' process in evaluating past investment decisions. They unpack the lessons learned from this approach, emphasizing long-term thinking in investment strategies. The conversation highlights critical insights from the…

1
Quarterly Update | Q4 2023 | EP146 12:38

3M ago12:38

12:38

In this episode, Kevin Minas sits down with Crista Caughlin, Lead Portfolio Manager at Mawer, focusing on the key economic developments of Q4, including growth levels, inflation trends, and the resilience of financial markets. They speak on the nuances of the Canadian bond strategy and the impact of these economic factors on portfolio management. K…

1
EAFE Equities: Japan, Interest Rates, and Managing Volatility | EP145 13:50

5M ago13:50

13:50

In this episode, Dave Ragan, co-manager for the EAFE large-cap strategy, speaks on the current state and future prospects of EAFE markets. He delves into Japan's market challenges and opportunities, examines the impact of global interest rates and economic conditions, and explores the decision-making processes in market volatility. Key Points From …

1
Emerging Markets: Recent Rebound, China, and New Opportunities | EP144 9:29

5M ago9:29

9:29

Portfolio Manager Peter Lampert dives into the world of emerging markets, sharing what’s changed for the portfolio since last year, insights on where we’re seeing new opportunities (e.g., Brazil), and the impact of geopolitical risks in Eastern Europe. He also explores why we’ve reduced our weight and exposure in China and what a slowdown in emergi…

1
Beyond AI: Other Technology Trends | EP143 15:12

6M ago15:12

15:12

Today on the podcast, Equity Analyst Michael Vogel discusses the importance of analyzing technological shifts beyond artificial intelligence and how these shifts can impact non-tech companies in the portfolio. Michael emphasizes the cultural approach to holding views lightly and shares examples of how the Research team navigates these changes. Key …

1
Quarterly Update | Q3 2023 | EP142 14:10

6M ago14:10

14:10

A recap of the quarter and our thoughts on the hard vs. soft landing debate. Highlights: Main drivers of the market pullback Inflation’s persistent “stickiness” and potential implications of “higher for longer” interest rates How are consumers faring? Asset mix update Looking ahead—what’s on our radar…

1
Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141 24:48

7M ago24:48

24:48

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 Dol…

1
U.S. Mid Cap Equities: Tech, Regional Banks, and Valuation | EP140 40:10

7M ago40:10

40:10

A look at the strategy a year on and why we think valuation should be more top of mind for investors. Highlights: Influence of big tech stocks on the U.S. market and associated impacts to the small and mid cap space The AI theme continues—Elastic, Concentrix, Moderna Why is the U.S. market more expensive compared to its developed market peers? Regi…

1
Global Equities: Scuttlebutt, Reverse Roadshows, and Bathroom Lists | EP139 35:43

8M ago35:43

35:43

How we approach finding new ideas in the widest investment universe. Highlights Eagles and vultures mental model—why idea generation is better enabled by one shared investment philosophy and knowledge base E.g., Novo Nordisk and Publicis What is the “Bathroom List” and its role in our investment process and ESG considerations—e.g., JDE Peet’s Why n…

1
Vulnerabilities vs. Triggers | EP138 34:38

9M ago34:38

34:38

Unpacking one of our key mental models around investing and managing risk. Highlights: What we mean by “non-predictive decision making” Examining the question, “what’s your outlook and how you are positioned accordingly?” through a non-predictive decision-making lens The important difference between vulnerabilities and triggers Vulnerabilities we’r…

1
Quarterly Update | Q2 2023 | EP137 20:39

9M ago20:39

20:39

Market drivers that stood out this quarter, where inflation is at, and an asset mix update. Highlights: How markets have been climbing a “wall of worry” Recalling Cisco Systems and considering implications around the current concentration of tech stocks in the S&P 500 Our thoughts on the continuing rate hikes and “soft landing” scenario Holding cas…

1
International Equities: Insights from the Road | EP136 36:02

10M ago36:02

36:02

Top highlights from the team’s recent research trips and a few business models we’re excited about. Highlights: Insights from visiting Norway, the Netherlands, Kazakhstan, India and some holdings—Equinor, AutoStore™, Ahold Delhaize, Adyen, Genmab, Kaspi, Weir, HDFC Bank Why we’ve been reducing our weight in China and our current thinking around reg…

1
Global Small Caps, Engaged Owners, and Reverse Roadshows | EP135 32:25

10M ago32:25

32:25

A deep dive into key themes we’ve been focusing on, recent additions to the portfolio, and a few changes. Highlights: Quick recap: What has changed with the portfolio since 2022? What we mean by “engaged owners” (and the difference they can make) Why we are looking for companies with lower duration How we try to find a variant perception from the m…

1
U.S. Equities: ChatGPT, Banks, and Earnings | EP134 25:45

11M ago25:45

25:45

Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks. Highlights Potential implications of the recent advancements in generative AI U.S. regional banking challenges and our exposure Why we don’t currently own any energy sector companies in the portfolio A lo…

1
The Epistemology of Investing: A Near Insurmountable Challenge | EP133 30:10

1y ago30:10

30:10

Why genuine knowledge building and the ability to learn effectively in investing is difficult, and how we try to work around those challenges. Highlights: Context setting: What does “epistemology” mean, and why did we get excited about it in relation to investing? What is knowledge? How do you create it? The two founding blocks: Inductive and deduc…

1
Quarterly Update | Q1 2023 | EP132 17:50

1y ago17:50

17:50

The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis. Highlights: The slow-moving impacts of central bank policy on inflation Our banking exposure Why it’s important for investors not to fear recessions Asset mix update

1
Canadian Small Caps, Energy, Risk Management, and Assessing Management Teams | EP131 33:15

1y ago33:15

33:15

This episode, we discuss our seven-point management assessment framework (with examples), our risk management approach, and overall thoughts on energy. Highlights: Why it’s difficult to find energy companies with sustainable competitive advantages—and where we see some opportunities—e.g., Parex Resources and International Petroleum Corporation Anot…

1
Emerging Markets: What happened in 2022, and where are we at? | EP130 34:17

1y ago34:17

34:17

Digging into last year’s performance drivers, the current opportunity set, and benefits of resuming boots-on-the-ground research. Highlights: A review of the market and our strategy’s performance in 2022 and three key learnings Why we exited Kakao, and some of the new additions to the portfolio: Salik, Vesta Risks we’re monitoring—and managing: Chi…

1
Inflation’s One-Two Punch | EP129 13:51

1y ago13:51

13:51

The nuanced impacts of inflation to companies’ balance sheets that investors might be missing. Highlights: How inflation can present major challenges to businesses Why investors need to look more closely at maintenance capital expenditures and depreciation expenditures—e.g., Dollar General A return to accounting basics and monitoring inventory bala…

1
Post-Mortem: Learnings from 2022 | EP128 26:28

1y ago26:28

26:28

Chief Investment Officer Paul Moroz shares takeaways from the Research team's annual post-mortem discussions. Highlights: The cyclical—and long-term—aspect to investment learnings Why interest rake hikes were a big factor and topic of conversation “Fishtailing” and the difficulties of trying to right-size information How emotional intelligence make…

1
Is the 60/40 Portfolio Dead? And more fixed income questions answered | EP127 26:28

1y ago26:28

26:28

Portfolio Manager Crista Caughlin walks listeners through the tumultuous bond market experiences of 2022 and outlines three main economic scenarios the team is monitoring for 2023. Highlights: Are reports of the 60/40 portfolio’s death greatly exaggerated? 2022 recap: What happened in bond markets? How can the yield curve un-invert? Key takeaways f…

1
Europe, Energy, ESG: Observations from the road | EP126 32:01

1+ y ago32:01

32:01

Some of the main challenges facing the continent, what we gleaned from visiting over 45 companies, and ESG considerations that are front of mind for major European investment firms. Highlights: Our thoughts on the prevailing macro concerns—e.g., inflation energy crisis “Collective corporate memory” and why the history of Europe is an important and …

1
Quarterly Update | Q4 2022 | EP125 25:57

1+ y ago25:57

25:57

A review of last quarter, the major themes and takeaways from 2022, and what’s on the horizon for the new year. Highlights: How we did—and what factors impacted relative performance Why 2022 was difficult for Balanced investors Discount rates have gone up…where are valuations at? Inflation expectations, interest rates, labour markets, earnings, and…

1
S-Curves and the Adoption Cycle | EP124 30:13

1+ y ago30:13

30:13

What investors can learn from the s-curves of technologies both old and new. Highlights How S-curves relate to TAM (total addressable market)—and what piqued our interest about them in the first place Types of S-curves Where different technologies fall into an S-curve: E.g., cars, refrigerators, landlines, TVs, Kindles, USB ports, and biologic drug…

1
Playing the plan: Mawer’s Canadian equity portfolio | EP123 32:07

1+ y ago32:07

32:07

What we think about the newly proposed tax on share buybacks in Canada, a balanced take on the energy theme, and where we’ve trimmed, exited, and added in the portfolio. Highlights: Which sectors may be most affected by the buyback tax Holdings that showed strong fundamentals throughout this year’s volatility—e.g., Canadian Natural Resources, Sunco…

1
The art of discount rates | EP122 35:06

1+ y ago35:06

35:06

How do investors figure out what a company is worth? (Especially in a higher inflationary and interest rate environment?) Highlights Why doing a qualitative assessment of each company is our first filter How we try to determine valuations without missing the actual fundamentals (e.g., Trisura and Kinsale) and why valuation is only one input in the …

1
What the end of Moore's Law means for the semiconductor industry | EP121 21:46

1+ y ago21:46

21:46

A deep dive—right to the atomic level—of how semiconductors work and the potential implications for the industry when Moore’s Law comes to an end. Highlights The transistor—a brief history What is a semiconductor? Why are they special? (Hint: atomic-level, laser precision manufacturing) HSMC, ASML, Amazon, KLA, Samsung—what the end of Moore’s Law m…

1
Playing the plan: Mawer’s U.S. equity portfolio | EP120 34:18

1+ y ago34:18

34:18

The deglobalization shift, long-term opportunities we’re seeing in utilities, and what’s interesting about gravel. Highlights: Impacts of currency swings and a strong U.S. dollar at the portfolio and company level Why we’re shifting to more domestic companies: E.g., Texas Instruments, Martin Marietta, Paychex The long-term runway potential for util…

1
Playing the plan: Mawer’s global equity portfolio | EP119 19:14

1+ y ago19:14

19:14

The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.

1
Quarterly Update | Q3 2022 | EP118 26:30

1+ y ago26:30

26:30

Market swings, central bank moves, and rising interest rates. A look at Q3.

1
Playing the plan: Mawer U.S. mid cap equity portfolio | EP117 32:31

1+ y ago32:31

32:31

What makes the U.S. mid cap investable universe unique, some key learnings since the strategy’s launch, and how inflation can be a “positive” for wealth-creating companies.

1
Playing the plan: Mawer’s global small cap portfolio | EP116 20:54

1+ y ago20:54

20:54

Why small caps may zig while large caps zag, the advantage of businesses that sell scarce skills (CBIZ, Insperity, RS Group), and why eyewear retail is harder than it…looks.

1
Playing the plan: Mawer’s international equity portfolio | EP115 28:39

1+ y ago28:39

28:39

The impacts of inflation, interest rates, and sharp currency movements on the portfolio, and the importance of leaning in to process and keeping a long-term perspective.

1
An energy-fuelled debate: Are renewables actually becoming cheaper? | EP114 38:08

2y ago38:08

38:08

The team debates the thesis that renewables are becoming “cheaper” than traditional energy sources, unpacks why the ultimate cost to the end consumer shouldn’t be missing from the conversation, and delves into the investment implications.

1
Quarterly Update | Q2 2022 | EP113 24:59

2y ago24:59

24:59

Inflation, interest rates, the valuation correction, bias creep, and “sticking to our knitting.” A full dive into Q2.

1
How to make (good) decisions | EP112 38:27

2y ago38:27

38:27

CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.

1
Playing the plan: Mawer’s Canadian bond portfolio | EP111 21:15

2y ago21:15

21:15

Lead Portfolio Manager, Crista Caughlin, on what’s happening in bond markets, a look at inflation and interest rates, and the key scenarios we’re monitoring.

1
Playing the plan: Mawer’s Canadian equity portfolio | EP110 31:07

2y ago31:07

31:07

Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.

1
Deep dive: DevOps | EP109 37:13

2y ago37:13

37:13

What DevOps is and why it’s a theme with investment potential.

1
Creativity vs. Frameworks: How to build a better decision-making environment | EP108 29:31

2y ago29:31

29:31

On building a “global investment franchise” and balancing the trade-offs between creativity, efficiency, and process to build a consistent environment for better investment decisions.

1
Playing the plan: Mawer’s emerging markets equity portfolio | EP107 21:23

2y ago21:23

21:23

Russia, the potential parallels to Taiwan and China, and macro to micro portfolio considerations in an inflationary environment.

1
Quarterly Update | Q1 2022 | EP106 23:16

2y ago23:16

23:16

iTunes: CIO Paul Moroz shares his take on what’s happening in the markets, some of the underlying factors behind recent performance, and a reminder that the wheels of capitalism will continue to turn.

1
Playing the plan: Mawer’s U.S. equity portfolio | EP105 22:12

2y ago22:12

22:12

Portfolio Managers Grayson Witcher and Colin Wong share market observations, industries where fundamentals are shifting, and a few recent additions to the portfolio.

1
Playing the plan: Mawer’s EAFE large cap portfolio | EP104 39:37

2y ago39:37

39:37

Jim Hall (chair, head of our risk management process, and portfolio manager) shares his overall observations on prevailing macroeconomic risks—and the effects on our process and the EAFE large cap portfolio.