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RWL Research Pod

RWL Research Pod

By RWL Research Pod

A podcast for investment advisors where we cover the markets, individual company names, and all things investing!
Currently playing episode

45. Contra The Heard [Guest: Benj Gallander, Co-Founder & President - Contra The Heard]

RWL Research PodMay 19, 2022

00:00
52:35
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]

81. Working with Ultra High Net Worth Clients [Guest: Sascha Isaacs, VP&PM Family Office Wealth Counsel - RWL]

Jul 21, 202328:37
80. Buying and Selling a Small Business [Guest: Liz MacRae, Co-Founder - VillageWellth.com]

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]

Jul 04, 202334:34
79. Contrarian Investing [Guest: Phil Mackellar, PM & GM - Contra The Heard]

79. Contrarian Investing [Guest: Phil Mackellar, PM & GM - Contra The Heard]

79. Contrarian Investing [Guest: Phil Mackellar, PM & GM - Contra The Heard]

Jun 14, 202334:40
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]

78. RWL National Partnership Office [Guest: Andrew Kizito, Portfolio Manager & Branch Manager - RWL]

May 09, 202316:21
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]

77. Strong On The Downside [Guest: Doug Goodman, PM - Richmond & Goodman Team, Richardson Wealth]

Apr 11, 202326:15
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]

76. Bonding 24-6 [Guests: Manulife's Chris Chapman, Sr. PM, and Charles Tomes, APM]

Mar 28, 202335:42
75. Canadian Small & Mid Caps [Guest: Sajan Bedi, VP & PM – Canoe Financial]

75. Canadian Small & Mid Caps [Guest: Sajan Bedi, VP & PM – Canoe Financial]

75. Canadian Small & Mid Caps [Guest: Sajan Bedi, VP & PM – Canoe Financial]

Mar 03, 202335:07
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]

74. Incremental Returns on Incremental Invested Capital [Guest: Jason Del Vicario (PM) & Steven Chen (Global Analytics Associate) - Hillside Wealth]

Jan 20, 202340:10
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]

73. Getting Nitty Gritty with Microcaps [Guest: Gerry Wimmer - Director of Investment Research - Investorfile.com]

Dec 28, 202257:41
72. Patiently Investing [Guest: Vito Maida, President & PM - Patient Capital Management]

72. Patiently Investing [Guest: Vito Maida, President & PM - Patient Capital Management]

72. Patiently Investing [Guest: Vito Maida, President & PM - Patient Capital Management] 

Dec 06, 202238:53
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]

71. Macro View: The Cruelty of Markets [Guest: Tyler Mordy, CEO/CIO - Forstrong Global]

Oct 27, 202234:15
70. 7 Characteristics Of Quality [Guest: Darren Dansereau, CEO - QV Investors]

70. 7 Characteristics Of Quality [Guest: Darren Dansereau, CEO - QV Investors]

70. 7 Characteristics Of Quality [Guest: Darren Dansereau, CEO - QV Investors]

Oct 20, 202238:26
69. Diversified Strategies & Arbitrage [Guest: Travis Dowle, President & PM - Maxam Capital Management]

69. Diversified Strategies & Arbitrage [Guest: Travis Dowle, President & PM - Maxam Capital Management]

69. Diversified Strategies & Arbitrage [Guest: Travis Dowle, President & PM - Maxam Capital Management] 

Oct 13, 202233:54
68. Repeatable Value-Added Decision Making [Guest: Karan Phadke, PM - Mawer]

68. Repeatable Value-Added Decision Making [Guest: Karan Phadke, PM - Mawer]

68. Repeatable Value-Added Decision Making [Guest: Karan Phadke, PM - Mawer]

Oct 06, 202235:57
67. Price Matters [Guest: Jamie Price, PM & IA - RWL]

67. Price Matters [Guest: Jamie Price, PM & IA - RWL]

67. Price Matters [Guest: Jamie Price, PM & IA - RWL]

Sep 30, 202221:45
66. Investorfile.com [Guest: Gerry Wimmer, Director of Investment Research - Investorfile.com]

66. Investorfile.com [Guest: Gerry Wimmer, Director of Investment Research - Investorfile.com]

66. Investorfile.com [Guest: Gerry Wimmer, Director of Investment Research - Investorfile.com]

Sep 22, 202244:59
65. Market Leadership & Growth Equities [Guest: Jonathan Lo, VP, Growth Equities - AGF]

65. Market Leadership & Growth Equities [Guest: Jonathan Lo, VP, Growth Equities - AGF]

65. Market Leadership & Growth Equities [Guest: Jonathan Lo, VP, Growth Equities - AGF]

Sep 14, 202234:29
64. Price Matters [Guest: Jamie Price, Investment Advisor - RWL]

64. Price Matters [Guest: Jamie Price, Investment Advisor - RWL]

64. Price Matters [Guest: Jamie Price, Investment Advisor - RWL]

Sep 08, 202220:16
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]

63. Right Place At The Right Time [Guest: Felix Narhi, CIO & PM - PenderFund]

Aug 14, 202242:24
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]

62. Lessons Learned In Debt Markets [Guest: Raj Tandon, Founding Partner - Algonquin Capital]

Aug 04, 202225:60
61. Differentiated Low-cost Operators [Guest: Ome Saidi, PM - Mackenzie Investments]

61. Differentiated Low-cost Operators [Guest: Ome Saidi, PM - Mackenzie Investments]

61. Differentiated Low-cost Operators [Guest: Ome Saidi, PM - Mackenzie Investments]

Aug 04, 202242:39
60. Price Matters [Guest: Jamie Price, PM - RWL]

60. Price Matters [Guest: Jamie Price, PM - RWL]

60. Price Matters [Guest: Jamie Price, PM - RWL]

Jul 21, 202224:52
59. Small Cap Acumen [Guest: Donny Woo, PM - Acumen Capital]

59. Small Cap Acumen [Guest: Donny Woo, PM - Acumen Capital]

59. Small Cap Acumen [Guest: Donny Woo, PM - Acumen Capital]

Jul 12, 202228:22
58. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

58. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

58. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Jul 02, 202223:06
57. North Growth [Guest: Erica Lau, CEO & Lead PM - North Growth Management]

57. North Growth [Guest: Erica Lau, CEO & Lead PM - North Growth Management]

57. North Growth [Guest: Erica Lau, CEO & Lead PM - North Growth Management]

Jun 27, 202229:44
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]

56. Weekly Thoughts (June 23/22) [Guest: Jamie Price, SVP Investor Strategies - RWL] 

Jun 23, 202222:24
55. Capital Markets Navigator [Guest: Marcel Valentin, VP - Sophic Capital]

55. Capital Markets Navigator [Guest: Marcel Valentin, VP - Sophic Capital]

55. Capital Markets Navigator [Guest: Marcel Valentin, VP - Sophic Capital]

Jun 21, 202226:27
54​. Weekly Thoughts (June 16/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]
Jun 16, 202222:24
53. Why Office? [Guest: Anthony Guarnieri, VP Family Offices - Group RMC]

53. Why Office? [Guest: Anthony Guarnieri, VP Family Offices - Group RMC]

53. Why Office? [Guest: Anthony Guarnieri, VP Family Offices - Group RMC]

Jun 16, 202224:30
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]

52. Weekly Thoughts (June 9/22) [Guest: Jamie Price, SVP Investor Strategies - RWL] 

Jun 09, 202221:06
51. Growth Canadian Research [Guest: Peter Hodson, Head Of Research - 5i Research]

51. Growth Canadian Research [Guest: Peter Hodson, Head Of Research - 5i Research]

51. Growth Canadian Research [Guest: Peter Hodson, Head Of Research - 5i Research]

Jun 09, 202244:38
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]

50. Weekly Thoughts (June 2/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]

Jun 02, 202221:19
49. Defensive Investing [Guest: Dan Dupont, VP & PM - Fidelity]

49. Defensive Investing [Guest: Dan Dupont, VP & PM - Fidelity]

49. Defensive Investing [Guest: Dan Dupont, VP & PM - Fidelity]

Jun 02, 202249:21
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]​

48. Weekly Thoughts (May 26/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]​

May 26, 202224:46
47. Sustainable Investing [Guest: Martin Grosskopf, VP & PM - AGF]

47. Sustainable Investing [Guest: Martin Grosskopf, VP & PM - AGF]

47. Sustainable Investing [Guest: Martin Grosskopf, VP & PM - AGF]

May 26, 202229:18
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]​

46. Weekly Thoughts (May 19/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]​

May 19, 202220:34
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]

45. Contra The Heard [Guest: Benj Gallander, Co-Founder & President - Contra The Heard]

May 19, 202252:35
44. Industrials [Guest: Dan Fong, Analyst - Veritas]

44. Industrials [Guest: Dan Fong, Analyst - Veritas]

44. Industrials [Guest: Dan Fong, Analyst - Veritas]

May 17, 202227:38
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]

43. Weekly Thoughts (May 12/22) [Guest: Jamie Price, SVP Investor Strategies - RWL]

May 12, 202225:11
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]

42. From Theory To Practice [Guests: Tim Pritchard, PM & Wealth Advisor - RWL; Marlena Lee, Global Head Of Investment Solutions - Dimensional]

May 12, 202248:09
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]

41. Weekly Thoughts (May 4/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

May 04, 202226:05
40. Contrarian QARP [Guest: Patrice Quirion, PM - Fidelity]

40. Contrarian QARP [Guest: Patrice Quirion, PM - Fidelity]

40. Contrarian QARP [Guest: Patrice Quirion, PM - Fidelity]

May 02, 202249:38
39. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

39. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

39. Weekly Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Apr 28, 202230:25
38. Energy Update [Guest: Rafi Tahmazian, PM – Canoe Financial]

38. Energy Update [Guest: Rafi Tahmazian, PM – Canoe Financial]

38. Energy Update [Guest: Rafi Tahmazian, PM – Canoe Financial]

Apr 27, 202230:17
37. Credit Update [Guest: Brian Carney, Portfolio Manager - Canso]

37. Credit Update [Guest: Brian Carney, Portfolio Manager - Canso]

37. Credit Update [Guest: Brian Carney, Portfolio Manager - Canso]

Apr 25, 202256:13
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]

36. Macro Thoughts (Apr 21/22) [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Apr 21, 202230:45
35. The Idiot Millionaire [Guest: Derek Foster, Author]

35. The Idiot Millionaire [Guest: Derek Foster, Author]

35. The Idiot Millionaire [Guest: Derek Foster, Author]

Apr 20, 202246:31
34. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

34. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

34. Macro Thoughts [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Apr 14, 202227:12
33. Software Anyone? [Guest: Brandon Osten, Founder/CEO/PM - Venator Capital Management]

33. Software Anyone? [Guest: Brandon Osten, Founder/CEO/PM - Venator Capital Management]

33. Software Anyone? [Guest: Brandon Osten, Founder/CEO/PM - Venator Capital Management]

Apr 13, 202220:54
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]

32. Macro Thoughts - Apr 7/22 [Guest: Jamie Price, SVP Investor Strategies - Richardson Wealth]

Apr 07, 202220:32