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Welcome to Different Makes a Difference® where we discuss investment matters that matter to everyday investors. Join Odlum Brown’s equity analysts as we examine pertinent topics in today’s markets and look at things a little differently.
Odlum Brown is an independent Canadian investment firm. We provide integrated wealth management solutions to help clients achieve their financial goals, and we’ve been doing so for over 100 years. Join us for some lessons we’ve learned along the way – that can make a difference for the future.
업데이트 빈도:
every 17 days
평균 오디오 길이:
20 minutes
게스트 인터뷰
영어
미국
에피소드 37 개
2025년 3월 24일부터
episodic
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Bond investing has had a rough few years, but reports of its death may be greatly exaggerated. In our latest episode, Chief Investment Officer Murray Leith explores why today’s higher yields could signal a turning point for bonds. He also explains how the bond market tends to be more objective and …
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Markets continue to climb despite no shortage of uncertainty, so what should investors be watching? Stephen Boland and Laura McAlear explore the investment implications of AI, elevated interest rates and tariffs, while revisiting the quarter’s standout performers and stocks that struggled.
--
Learn…
Credit cards are an essential part of the global payments ecosystem, but what makes companies like Visa and Mastercard such compelling businesses? In this episode, Equity Analysts Stephen Boland and Steven Zicherman explore the growth drivers behind the industry, from the ongoing shift away from ca…
In this episode, Odlum Brown’s Chief Investment Officer, Murray Leith, discusses why the investment relationships shaped by the last 40 years of falling inflation and interest rates may no longer apply. Drawing on themes such as rising inflation, higher capital spending and changing market leadersh…
Canadian banks have been among the best investments in Canada for decades – but should they remain core holdings today? In this episode, Equity Analysts Stephen Boland and Trevor Chang discuss the strengths that have made the banks portfolio staples, including their profitability, resilience and at…
While most investors chase the latest market darlings, Equity Analysts Stephen Boland and Cory O'Krainetz discuss Veralto, a little-known but essential name in clean water. A Danaher spinoff with a razor/razor-blade business model, Veralto is deeply embedded in the systems that keep our water clean…
Equity Analysts Stephen Boland and Steven Zicherman examine SpaceX’s IPO, one of the most anticipated public offerings in a generation, while questioning how the public market might ultimately price it. They highlight two core engines of value beyond launch services: Starlink’s rapidly scaling sate…
In this episode, Equity Analyst Stephen Boland unpacks the biggest themes from first quarter earnings. He covers AI's real-world impact on business workflows, the energy infrastructure buildout underway in Canada, how the conflict in the Middle East is reshaping inflation and consumer resilience, a…
Being different is hard, especially when everyone else is so confident in the consensus. We’ve felt this way before and we’re feeling it again in the popular and optimistic trading around artificial intelligence. In this episode, Chief Investment Officer Murray Leith and Equity Analyst Stephen Bola…
Listen while Equity Analysts Stephen Boland and Cory O'Krainetz make the case for James Hardie Industries. Investor skepticism around a recent acquisition, combined with economic and real estate headwinds, has created an attractive entry point. The pair break down the long-term growth thesis for th…
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