Inflation, recession, monetary policy and spaghetti sauce. Geoff Castle chats with Stephen Poloz, former Governor of the Bank of Canada. They discuss Stephen’s formative years, his interest in economics, his tenure as governor and the challenging events he led the Canadian economy through. They also discuss Stephen’s thought process, his views on emerging trends and […]
“Simple models do tend to outperform human experts in almost every scenario.” David Barr chats with Tobias Carlisle, founder of the Acquirers Multiple and Acquirers Funds. They discuss Tobias’ background in investing, the memorable guests he has had on his podcasts, cryptocurrency, value traps, small cap stocks, social media and what defines a successful investor. […]
Don’t love your ideas, question everything. Geoff Castle chats with Dylan Grice, Co-founder of Calderwood Capital. They discuss Dylan’s background in finance, his transition from sell side to buy side and his approach to investing, Dylan’s new company Calderwood Capital and his views on a number of areas of credit markets. Additional Resources – Popular […]
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.
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