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Episode | Date |
---|---|
Fishing in Less Crowded Ponds: Identifying opportunities in Emerging Markets | EP155
|
May 16, 2024 |
A deep dive into the psychological approach to finding opportunity | EP154
|
May 08, 2024 |
Moody Mr. Market: Finding opportunities in the Canadian small-cap space amid changing market psychology | EP153
|
May 02, 2024 |
Quarterly Update | Q1 2024 | EP152
|
Apr 16, 2024 |
Why Position Size Matters in Investing | EP151
|
Mar 28, 2024 |
Playing the plan: Mawer's International equity portfolio | EP150
|
Mar 06, 2024 |
Post-Mortem: Learnings from 2023 | EP149
|
Feb 29, 2024 |
Introducing: The Mawer Global Credit Opportunities Strategy | EP148
|
Jan 31, 2024 |
Global Equities: Moneyball, Weighing Decisions, and Finding an Edge | EP147
|
Jan 24, 2024 |
Quarterly Update | Q4 2023 | EP146
|
Jan 16, 2024 |
EAFE Equities: Japan, Interest Rates, and Managing Volatility | EP145
|
Dec 07, 2023 |
Emerging Markets: Recent Rebound, China, and New Opportunities | EP144
|
Nov 23, 2023 |
Beyond AI: Other Technology Trends | EP143
|
Nov 09, 2023 |
Quarterly Update | Q3 2023 | EP142
|
Oct 17, 2023 |
Canadian Equities: Inflation, Interest Rates, and Decision Making | EP141
|
Oct 12, 2023 |
U.S. Mid Cap Equities: Tech, Regional Banks, and Valuation | EP140
|
Sep 20, 2023 |
Global Equities: Scuttlebutt, Reverse Roadshows, and Bathroom Lists | EP139
|
Aug 24, 2023 |
Vulnerabilities vs. Triggers | EP138
|
Aug 02, 2023 |
Quarterly Update | Q2 2023 | EP137
|
Jul 19, 2023 |
International Equities: Insights from the Road | EP136
|
Jul 06, 2023 |
Global Small Caps, Engaged Owners, and Reverse Roadshows | EP135
|
Jun 21, 2023 |
U.S. Equities: ChatGPT, Banks, and Earnings | EP134
|
May 24, 2023 |
The Epistemology of Investing: A Near Insurmountable Challenge | EP133
|
Apr 27, 2023 |
Quarterly Update | Q1 2023 | EP132
|
Apr 19, 2023 |
Canadian Small Caps, Energy, Risk Management, and Assessing Management Teams | EP131
|
Apr 12, 2023 |
Emerging Markets: What happened in 2022, and where are we at? | EP130
|
Mar 15, 2023 |
Inflation’s One-Two Punch | EP129
|
Mar 01, 2023 |
Post-Mortem: Learnings from 2022 | EP128
|
Feb 22, 2023 |
Is the 60/40 Portfolio Dead? And more fixed income questions answered | EP127
|
Feb 08, 2023 |
Europe, Energy, ESG: Observations from the road | EP126
|
Jan 25, 2023 |
Quarterly Update | Q4 2022 | EP125
|
Jan 16, 2023 |
S-Curves and the Adoption Cycle | EP124
|
Dec 28, 2022 |
Playing the plan: Mawer’s Canadian equity portfolio | EP123
|
Dec 14, 2022 |
The art of discount rates | EP122
|
Nov 23, 2022 |
What the end of Moore's Law means for the semiconductor industry | EP121
|
Nov 16, 2022 |
Playing the plan: Mawer’s U.S. equity portfolio | EP120
|
Nov 09, 2022 |
Playing the plan: Mawer’s global equity portfolio | EP119
|
Oct 26, 2022 |
Quarterly Update | Q3 2022 | EP118
|
Oct 18, 2022 |
Playing the plan: Mawer U.S. mid cap equity portfolio | EP117
|
Sep 07, 2022 |
Playing the plan: Mawer’s global small cap portfolio | EP116
|
Aug 24, 2022 |
Playing the plan: Mawer’s international equity portfolio | EP115
|
Aug 03, 2022 |
An energy-fuelled debate: Are renewables actually becoming cheaper? | EP114
|
Jul 20, 2022 |
Quarterly Update | Q2 2022 | EP113
|
Jul 13, 2022 |
How to make (good) decisions | EP112
|
Jun 29, 2022 |
Playing the plan: Mawer’s Canadian bond portfolio | EP111
|
Jun 22, 2022 |
Playing the plan: Mawer’s Canadian equity portfolio | EP110
|
Jun 08, 2022 |
Deep dive: DevOps | EP109
|
May 25, 2022 |
Creativity vs. Frameworks: How to build a better decision-making environment | EP108
|
May 11, 2022 |
Playing the plan: Mawer’s emerging markets equity portfolio | EP107
|
Apr 27, 2022 |
Quarterly Update | Q1 2022 | EP106
|
Apr 20, 2022 |
Playing the plan: Mawer’s U.S. equity portfolio | EP105
|
Apr 13, 2022 |
Playing the plan: Mawer’s EAFE large cap portfolio | EP104
|
Mar 16, 2022 |
Playing the plan: Mawer’s global equity portfolio | EP103
|
Feb 23, 2022 |
Post-mortem: Learnings from 2021 | EP102
|
Feb 09, 2022 |
The quest for “holy compounders” | EP101
|
Jan 26, 2022 |
Quarterly update | Q4 2021 | EP100
|
Jan 19, 2022 |
Deep dive: Inflation | EP99
|
Jan 05, 2022 |
Playing the plan: Mawer’s Canadian bond portfolio | EP98
|
Dec 08, 2021 |
Playing the plan: Mawer’s Canadian equity portfolio | EP97
|
Nov 24, 2021 |
Quarterly update | Q3 2021 | EP96
|
Oct 19, 2021 |
Introducing the Mawer U.S. mid cap equity strategy | EP95
|
Sep 29, 2021 |
Prepare instead of predict: Integrating an engineering discipline to improve risk management | EP94
|
Sep 22, 2021 |
Playing the plan: Mawer’s global small cap portfolio | EP93
|
Sep 08, 2021 |
Intensifying regulatory risk in China | EP92
|
Aug 23, 2021 |
Playing the plan: Mawer’s Canadian small cap portfolio | EP91
|
Aug 11, 2021 |
Playing the plan: Mawer’s emerging markets equity portfolio | EP90
|
Jul 28, 2021 |
Quarterly update | Q2 2021 | EP89
|
Jul 14, 2021 |
1/Ntelligence™: Our take on portfolio construction | EP88
|
Jul 07, 2021 |
Why investors really need to understand the mechanics of Bitcoin | EP87
|
Jun 16, 2021 |
Playing the plan: Mawer’s U.S. equity portfolio | EP86
|
May 19, 2021 |
Deep dive: The pharmaceutical industry | EP85
|
May 05, 2021 |
Playing the plan: Mawer’s Canadian equity portfolio | EP84
|
Apr 21, 2021 |
Quarterly update | Q1 2021 | EP83
|
Mar 31, 2021 |
Playing the plan: Mawer’s EAFE large cap portfolio | EP82
|
Mar 24, 2021 |
Playing the plan: Mawer’s global equity portfolio | EP81
|
Feb 24, 2021 |
Post-mortem: Learnings from 2020 | EP80
|
Feb 16, 2021 |
Playing the plan: Mawer’s international equity portfolio | EP79
|
Jan 27, 2021 |
Quarterly update | Q4 2020 | EP78
|
Jan 20, 2021 |
Holiday Special: Mawer's Annual Poem | EP77
|
Dec 18, 2020 |
Game on: A deep-dive into the gaming industry | EP76
|
Dec 09, 2020 |
Nuances to portfolio construction | EP75
|
Nov 25, 2020 |
Playing the plan: Mawer’s Canadian equity portfolio | EP74
|
Oct 21, 2020 |
Quarterly update | Q3 2020 | EP73
|
Oct 12, 2020 |
Playing the plan: Mawer’s Canadian bond portfolio | EP72
|
Sep 30, 2020 |
Playing the plan: Mawer's global equity portfolio | EP71
|
Sep 09, 2020 |
Playing the plan: Mawer's emerging markets equity portfolio | EP70
|
Aug 19, 2020 |
Investment potential within the payments industry | EP69
|
Aug 12, 2020 |
Playing the plan: Mawer’s Canadian small cap portfolio | EP68
|
Jul 29, 2020 |
Quarterly update | Q2 2020 | EP67
|
Jul 15, 2020 |
Playing the plan: Mawer’s Canadian equity portfolio | EP66
|
Jul 03, 2020 |
Capitalizing on cloud migration | EP65
|
Jun 17, 2020 |
Introducing the new Mawer EAFE large cap strategy | EP64
|
Jun 02, 2020 |
Playing the plan: Mawer’s global small cap portfolio | EP63
|
May 21, 2020 |
What the FAANG is going on? | EP62
|
May 13, 2020 |
CIO update | April 29, 2020 | EP61
|
Apr 29, 2020 |
Playing the plan: Mawer’s U.S. equity portfolio | EP60
|
Apr 15, 2020 |
Quarterly update | Q1 2020 | EP59
|
Apr 09, 2020 |
Q&A with CIO: The top questions being asked right now | EP58
|
Apr 02, 2020 |
Playing the plan: Mawer’s Canadian equity portfolio | EP57
|
Mar 25, 2020 |
Mawer market update March 20, 2020 | EP56
|
Mar 20, 2020 |
Mawer market update March 2020 | EP55
|
Mar 13, 2020 |
The reverse roadshow | EP54
|
Mar 11, 2020 |
Playing the plan: Mawer's international equity portfolio | EP53
|
Mar 04, 2020 |
Playing the plan: Mawer’s global equity portfolio | EP52
|
Feb 05, 2020 |
Negative interest rates in an unprecedented time| EP51
|
Jan 22, 2020 |
Quarterly update | Q4 2019 | EP50
|
Jan 15, 2020 |
Playing the plan: Mawer’s Canadian equity portfolio | EP49
|
Dec 04, 2019 |
Technical debt | EP48
|
Nov 20, 2019 |
Playing the plan: Mawer’s emerging markets equity portfolio | EP47
|
Nov 06, 2019 |
Sustainable Development Goals: What they are and how Canada measures up | EP46
|
Oct 16, 2019 |
Quarterly update | 3Q 2019 | EP45
|
Oct 14, 2019 |
Playing the plan: Mawer’s global small cap portfolio | EP44
|
Oct 02, 2019 |
Playing the plan: Mawer’s U.S. equity portfolio | EP43
|
Sep 04, 2019 |
Making a difference: Impact investing | EP42
|
Aug 21, 2019 |
Playing the plan: Mawer’s international equity portfolio | EP41
|
Aug 07, 2019 |
Lessons from 33 years of investing | EP40
|
Jul 24, 2019 |
Trader talk: Every BEEP matters | EP39
|
Jul 18, 2019 |
Quarterly update | 2Q 2019 | EP38
|
Jul 11, 2019 |
Playing the plan: Mawer’s global equity portfolio | EP37
|
Jun 12, 2019 |
Mawer Insight: Q&A with CIO | EP36
|
May 29, 2019 |
Deep dive: The U.S. healthcare industry | EP35
|
May 22, 2019 |
Playing the plan: Mawer’s Canadian small cap portfolio | EP34
|
May 08, 2019 |
Quarterly update | 1Q 2019 | EP33
|
Apr 09, 2019 |
Playing the plan: Mawer’s Canadian equity portfolio | EP32
|
Apr 03, 2019 |
Decentralized structures: a competitive advantage | EP31
|
Mar 13, 2019 |
Playing the plan: Mawer's emerging markets equity portfolio | EP30
|
Mar 06, 2019 |
Good travels: The many business models found in the travel industry | EP29
|
Feb 20, 2019 |
Defining intrinsic value in a stochastic world | EP28
|
Feb 06, 2019 |
Trader Talk | EP27
|
Jan 23, 2019 |
Quarterly update | 4Q 2018 | EP26
|
Jan 14, 2019 |
Brick by brick - constructing a resilient global balanced portfolio starts from the bottom up | EP25
|
Jan 09, 2019 |
Playing the plan: Mawer’s U.S. equity portfolio | EP24
|
Dec 17, 2018 |
On leadership and decision-making: lessons from our president | EP23
|
Dec 05, 2018 |
Managing investments for foundations and not-for-profits | EP22
|
Nov 28, 2018 |
Playing the plan: Mawer’s global small cap portfolio | EP21
|
Nov 21, 2018 |
The art of the management team interview | EP20
|
Nov 07, 2018 |
Playing the plan: Mawer’s international equity portfolio | EP19
|
Oct 24, 2018 |
Quarterly update | 3Q 2018 | EP18
|
Oct 10, 2018 |
Playing the plan: Mawer’s global balanced portfolio | EP17
|
Sep 26, 2018 |
Language Matters in investing | EP16
|
Sep 12, 2018 |
Playing the plan: Mawer’s Emerging Markets Equity portfolio | EP15
|
Aug 29, 2018 |
Playing the plan: Mawer’s U.S. equity portfolio | EP14
|
Aug 15, 2018 |
Playing the plan: Mawer’s Canadian equity portfolio | EP13
|
Aug 08, 2018 |
Investing with your eyes: CIO insights from South America | EP12
|
Jul 25, 2018 |
Quarterly update | 2Q 2018 | EP11
|
Jul 12, 2018 |
Scuttlebutt and its dramatic effect on long-term investing | John Wilson | EP10
|
Jul 04, 2018 |
Underweight: our take on Japan | EP09
|
Jun 20, 2018 |
Getting in alignment: Why investors need to pay attention to executive compensation | EP08
|
Jun 07, 2018 |
Playing the plan: Mawer's equity philosophy in action| EP07
|
May 23, 2018 |
The competitive advantage of high performing teams | EP06
|
May 09, 2018 |
Supersize me: Province of Alberta goes large and issues first time benchmark euro-denominated bond | EP05
|
Apr 25, 2018 |
Quarterly Update | 1Q 2018 | EP04
|
Apr 11, 2018 |
Moneyball and Automation: Introducing “The Lab” | Justin Anderson | EP03
|
Apr 04, 2018 |
China observations | Peter Lampert | EP02
|
Mar 21, 2018 |
India observations | Paul Moroz | EP01
|
Feb 16, 2018 |