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This podcast was created to encourage other artists to continue to create. If you’re making art out of passion for the creative journey, whether it’s your full time career, a side-gig, or a hobby, you are an artist and you have people. I would be honored to count myself among them.
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Art of Boring

Mawer Investment Management Ltd.

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Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients’ favour for over 50 years.
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Simply Mary Music and More

Simply Mary Music and More

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I answer questions for DIY Musicians to connect them with resources that are trusted in the music industry. I love to offer advice and support to help others achieve their goals, no matter how big or small they may be. I also love Amazon and I am an active Amazon Influencer with my own Amazon Storefront. I like to share products related to art, music, home, clothing, camping and more. Just for a quick disclosure: As an Amazon Associate I earn commissions from qualifying sales. For more infor ...
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Bob Green (author of the Candy-Coated Razor Blades blog and _TROPEFEST!: Attack of the Killer Cliches_ ), RC Ackerman, and Stephanie Hayslip like horror movies. A LOT. They like 'em so much that they want to make fun of them. ALL of them. Except maybe the ones they really like. So come join our heroes as they smack around YOUR favorites, too! Plus, they're all smart and junk so you might just learn something in the process.
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Heritage Signs & Displays

Heritage Signs & Displays

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Heritage Signs & Displays is one of the most popular Commercial Printing, Signs Company in Washington DC. We design, print, and install custom signs, events banners, Window Graphics, wall wraps, Interior Signs & Environmental Graphics, marketing materials for improving the branding of businesses in Alexandria VA, Arlington VA, Fairfax VA, Bethesda MD, Falls Church VA, Rockville MD, Silver Spring MD, Woodbridge VA. Get more information: https://heritageprinting.com/
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Welcome to Perspectives, our look at the fabric of our city and what makes Louisville so interesting and full of possibilities, it’s our take on the trends and events in town, what’s happening and when, and why it’s important to you - all brought to you by Lenihan Sotheby's International Realty in Louisville, KY.
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Welcome to **LUXE Life** with Jennifer Williams – your go-to podcast for insightful conversations and authentic experiences. As a Top Producer | Influencer | Podcaster | LUXE Life | REALTOR® | Chase Agent Express | Mom | Foodie | and Traveler I bring a unique blend of expertise and passion to each episode. From interviews with inspiring guests to sharing my own journey, LUXE Life offers unscripted, genuine discussions on topics close to my heart, including real estate, lifestyle, travel, and ...
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In this episode, Mawer portfolio managers and analysts discuss what they fundamentally look for in a bank as an investment. Specifically, how they view banks and the industry trends, as well as local dynamics, and ultimately what makes each of these businesses both unique and attractive. David Ragan discusses Scandinavian banks, highlighting Handel…
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All issues being reviewed on our podcast may contain spoilers without extra warning. We didn’t record in person so some audio delays and echoes may occur. The show may not be suitable for all audiences. Issue # 312 Club Discussion: Marvel Zombies: Dawn of Decay # 1 Weekly Reviews: Slaughter Otter # 1, Garfield # 1, Stoneheart # 1-3, Arc…
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In this episode, Peter Lampert, lead portfolio manager of the International Equity Strategy, discusses the recent Chinese stimulus and its effects on emerging markets. He highlights key long-term risks in China, including weak sentiment, regulatory challenges, and geopolitical tensions, while emphasizing the potential of companies like Tencent and …
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All issues being reviewed on our podcast may contain spoilers without extra warning. We didn’t record in person so some audio delays and echoes may occur. The show may not be suitable for all audiences. Issue # 311 Club Discussion: Deadpool & Wolverine: WWIII # 3 Weekly Reviews: The Moon is Following Us # 1, Deadpool Team-Up # 1, Midnig…
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In this episode, Steven Visscher, lead manager of the balanced strategies, discusses the impact of rising interest rates and inflation on the balanced portfolio in recent years, Mawer’s disciplined and collaborative approach to portfolio construction, and the importance of having a long-term perspective. He spoke about recent changes and additions …
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Portfolio Manager Crista Caughlin discusses the economy and factors that drove markets in the third quarter of 2024. Key points from this episode: In the third quarter, most central banks either continued cutting rates – like the European Central Bank and the Bank of Canada – or started cutting rates – like the U.S. Federal Reserve. Inflation risks…
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In this episode, Peter Lampert, lead portfolio manager of the International Equity Strategy, provides insights on the team’s investment process, the state of the portfolio, and the main drivers that are currently having an outsized impact on performance, namely, semiconductors, obesity medicines, and defense companies. He details his team’s rigorou…
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All issues being reviewed on our podcast may contain spoilers without extra warning. We didn’t record in person so some audio delays and echoes may occur. The show may not be suitable for all audiences. Issue # 310 No club discussion, no weekly reviews... but OOPS! All Previews!!! News: September 2024 Previews for November and beyond!
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In this episode, Grayson Witcher, the lead manager of the U.S. Equity Strategy, discusses the key drivers currently impacting the U.S. economy, including inflation, interest rates, artificial intelligence, and the upcoming presidential election. He emphasizes the importance of diversification and avoiding sharp edges—particularly during an election…
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All issues being reviewed on our podcast may contain spoilers without extra warning. We didn’t record in person so some audio delays and echoes may occur. The show may not be suitable for all audiences. Issue # 309 Club Discussion: What If...? Donald Duck Became Wolverine Weekly Reviews: Cruel Universe # 1, DC Super-Pets Special: Bitede…
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Welcome back. I’m excited to share my interview with Patrick Shanahan of Art Storefronts, an art website provider that provides built-in storefront functionality so artists can sell their work without having to handle all the technical aspects. The company offers both a collaborative arrangement and a done-for-you arrangement, so artists can partic…
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Heritage Signs & Displays recently added brand new custom signs to the interior of the Military Women’s Memorial in Arlington, VA. The interior wallscapes were produced and installed to reflect the legacy of the memorial and the donors through the years who have made it possible. Since 1997, the Military Women’s Memorial has honored. Read out our b…
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In this episode of the podcast, credit analyst Curtis Elkington provides a comprehensive overview of the $50 trillion global commercial real estate market. He covers the current headwinds facing various property sectors, such as pandemic-induced challenges in the office sector and touches on the surprising resilience of the retail segment. Elkingto…
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All issues being reviewed on our podcast may contain spoilers without extra warning. We didn’t record in person so some audio delays and echoes may occur. The show may not be suitable for all audiences. Issue # 308 Weekly Reviews: Let's Go Coco!, Man Goat & Bunnyman: Beware the Pigman # 1, Star Wars: Scoundrels, Rebels, and the Empire TPB, …
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Moving Forward with a Body of Artwork Welcome back. If you've listened to episode 98, you know I took a year off the podcast to attain my MFA. I'm happy to share that I completed a one-year accelerated MFA program in Media Design through Full Sail University. Completing the heavy grad school workload while keeping my job required hours after work e…
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All issues being reviewed on our podcast may contain spoilers without extra warning. We didn’t record in person so some audio delays and echoes may occur. The show may not be suitable for all audiences. Issue # 307 Anthony makes a very special announcement... his very first self-published comic book! Weekly Reviews: Barfly # 1, Biker Mi…
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In this episode, Crista Caughlin, lead Portfolio Manager of the Canadian Bond Strategy, and Brian Carney, lead Portfolio Manager of the Global Credit Opportunities Strategy, provide their thoughts on recent economic data releases, a shift in central bank language, and recent market volatility. They delve into new issuance activity in the U.S. and C…
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All issues being reviewed on our podcast may contain spoilers without extra warning. We didn’t record in person so some audio delays and echoes may occur. The show may not be suitable for all audiences. Issue # 306 We welcome artist D. Brad Gibson to the show as he talks about his love for Uncle Scrooge comics and more! Club Discussion:…
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All issues being reviewed on our podcast may contain spoilers without extra warning. We didn’t record in person so some audio delays and echoes may occur. The show may not be suitable for all audiences. Issue # 305 Club Discussion: Deadpool & Wolverine WWIII # 2 Weekly Reviews: BlueScar: The Barbarian Vol. 1, Cult of the Lamb # 1, Frier…
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In this episode of the podcast, Mark Rutherford, Co-Manager of the Canadian large-cap equity strategy, discusses the current investment landscape in Canada, highlighting the wide dispersion in sector performance and the impact of central bank policies. He delves into the long-term theme of the global energy transition and its far-reaching effects o…
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In this episode, Portfolio Manager Manar Hassan-Agha discusses how the Global Equity Team navigates an exuberant market environment while staying true to Mawer’s disciplined investment approach. He delves into the potential impacts of emerging trends, namely artificial intelligence (AI), and provides examples of the team’s measured approach to eval…
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All issues being reviewed on our podcast may contain spoilers without extra warning. We didn’t record in person so some audio delays and echoes may occur. The show may not be suitable for all audiences. Issue # 304 Club Discussion: Once Upon a Time at the End of the World # 15 Weekly Reviews: Scumburbia: Mega-Sized Mall Issue, Godzilla …
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Portfolio Manager Crista Caughlin discusses the economy and factors that drove markets in the second quarter of 2024. Key points from this episode: Because inflation is easing at a gradual pace, central banks with likely be cutting rates gradually. We are at the end of a global tightening cycle and starting to see countries tweak their policies to …
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In this episode, Portfolio Manager Jeff Mo makes the case for investing in U.S. mid-cap equities, highlighting the country’s strong business environment, large domestic market, and GDP growth. He discusses current market trends, including artificial intelligence, and his team’s risk management evaluation, especially with a pivotal U.S. election loo…
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In this episode, Portfolio Manager Jeff Mo discusses common behavioral biases that can hinder clear sell decisions, and the tools, such as checklists and trigger points, that can help slow down emotional thinking. He provides examples of companies that he and his team properly exited based on changing fundamentals as well as those they may have hel…
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All issues being reviewed on our podcast may contain spoilers without extra warning. We didn’t record in person so some audio delays and echoes may occur. The show may not be suitable for all audiences. Issue # 303 Weekly Reviews: Vamp & Curmuffin, Kent Menace vs Technofreak, Adventure Time Vol. 3, Robot + Girl # 1, Monsters are My Business…
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In this episode, we explore the growing electricity demands of data centers stemming from artificial intelligence (AI) with Chris Silvestre, Analyst on the U.S. Equity Team. He shares insights from a recent research trip visiting data centers in Northern Virginia—the data center capital of the world—and discusses challenges around meeting demands g…
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Portfolio Manager Karan Phadke discusses his views on the global markets and the performance of the global small-cap portfolio. He illustrates how businesses are adapting to and utilizing artificial intelligence (AI), highlighting the difference between the value-added reseller and IT consultant business models. Two portfolio holdings, CBIZ and Con…
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All issues being reviewed on our podcast may contain spoilers without extra warning. We didn’t record in person so some audio delays and echoes may occur. The show may not be suitable for all audiences. Issue # 302 Club Discussion: Deadpool & Wolverine WWIII # 1 Weekly Reviews: Creature From the Black Lagoon Lives! # 1, Harley Quinn Ann…
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In this episode, Portfolio Manager Colin Wong shares strategic insights on disruptive technologies and recent adjustments in the U.S. equity portfolio. Colin discusses how his team navigates market exuberance, consensus risks, and economic ebbs and flows with a focus on resilient returns. Through compelling examples, Colin provides actionable insig…
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Portfolio Manager Wen Cheong debunks the perceived challenges of investing in the emerging market space, highlighting his team’s concentrated approach and candour. He details how his focus on best-in-class management and passion for identifying attractive valuations has powered returns. Key points from this episode: • Small-cap companies are a pond…
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Building on his conversation in Episode 153, Portfolio Manager Samir Taghiyev takes a deep dive into the mental models and frameworks that Mawer uses to evaluate company management teams, particularly within the small-cap space. Using both personal and financial examples, he illustrates the benefit of exploration and exploitation, striking a balanc…
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Portfolio Manager Samir Taghiyev discusses the current landscape of the Canadian small-cap space through the lens of the “Mr. Market” narrative and crowd-driven sentiments. Using Converge Technology Solutions as an example, Taghiyev sheds light on his team’s due diligence process and how they find opportunities by tuning out the noise. Key points f…
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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 …
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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…
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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 …
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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 …
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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 …
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In this episode of *LUXE Life*, we take a deep dive into the critical role of respect in real estate transactions. Whether you're a first-time homebuyer or a seasoned investor, respect is the cornerstone of every successful deal. Join me as I share personal experiences and client stories that highlight the importance of fairness and integrity in ev…
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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…
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On this episode of LUXE Life by Jennifer Williams we discuss the process and what a First Time Homebuyer can expect. Your First-Time Home Buyer Journey Starts Here! https://jensellsluxe.com/f/your-first-time-home-buyer-journey-starts-here Embarking on the journey to purchase your first home is an exhilarating milestone, filled with anticipation and…
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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…
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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 …
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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…
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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 …
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