GIỚI THIỆU VỀ PODCAST NÀY 🔗

Tần suất cập nhật:
every 17 days
Độ dài âm thanh trung bình:
20 minutes
Phỏng vấn khách mời
Tiếng Anh
Hoa Kỳ
38 tập
kể từ Ngày 24 tháng 3 năm 2025
episodic

TẬP MỚI NHẤT 🔗

What happens when the visionary leader behind a great company steps aside? In this episode, Equity Analyst Steve Boland and Vice President, Research, Steven Zicherman explore how investors can distinguish enduring businesses from those whose success depends on one exceptional individual. -- Learn …

TÌM KIẾM CÁC TẬP TRƯỚC

Tìm kiếm các tập trước của Different Makes A Difference®.

TẬP TRƯỚC

Is Bond Investing Dead?

· bản chuyển biên
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 …
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…

The Business Behind Clean Water

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…

What Kept Us Busy This Quarter

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…
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Odlum Brown Limited, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.