Pender Growth Fund – A publicly traded company investing in public and private equity. David Barr chats with Kenndal McArdle about Pender's private equity approach to public markets, and in particular, how this approach relates to Pender Growth Fund. They also discuss how they analyze a business both from the public and the private side […]
Credit insights from the world’s southern-most investment research firm. Geoff Castle and Callum Thomas, founder and head of research of Topdown Charts, discuss Callum’s background and early career, the path to launching Topdown Charts and what it offers, Callum’s approach to credit cycles and their perspective on potential interest rates over the next few years […]
Building out the next generation of female fund managers, investors and VCs. Maria Pacella is joined by Jacqueline Ovens, Alison Nankivell and Heather Conradi. Gathered to mark International Women’s Day, the guests discuss how they invest in women fund managers and entrepreneurs, how gender diversity plays a role in returns, how they measure diversity within […]
Making one good decision a year so the rest will take care of themselves. David Barr chats with Andrew Wilkinson, Co-Founder and Managing Partner of Tiny Capital. They discuss Andrew’s early entrepreneurial background and his transition to investor, his experience in the tech sector, value investing and taking his company, WeCommerce, from private to public.
“A wild ride” – insights from the frontlines of the work-from-home phenomenon. Maria Pacella is joined by David Smith, CEO of Teradici. They discuss the acceleration of the work-from-home movement caused by COVID-19 and how Teradici was well-equipped to support existing and new clients in this digital shift. They also cover Teradici’s engineering Emmy win […]
A discussion between two microcap fanatics. David Barr welcomes Ian Cassel, the founder of MicroCapClub, CIO of Intelligent Fanatics Capital Management and co-founder of intelligentfanatics.com to the podcast. As two avid microcap investors, there was a lot of ground to cover. The benefit of years of micro and small cap investing wisdom is packed in […]
“One of the truly independent voices in the Canadian capital markets.” Geoff Castle is joined by Ben Rabidoux, President of North Cove Advisors. They discuss Ben’s background and his role at North Cove Advisors, how to navigate the Canadian real estate sector as well as the broader Canadian economy.
A deep dive into making a 100x return on investment. David Barr is joined by Chris Mayer, Portfolio Manager of the Woodlock House Family Capital fund and co-founder of the firm. They discuss Chris’ novel 100 Baggers: Stocks that Return 100-to-1 and How to Find Them, including his motivation to write the book, themes from […]
Discussions with a rising star in Canadian economics. Geoff Castle welcomes Frances Donald, Global Chief Economist at Manulife Investment Management. They discuss Frances’ role and how she got her start in economics, her three-phased approach to navigating the COVID-19 pandemic along with modern monetary theory and the sustainability of credit spreads.
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