Update on Expected Returns with Raymond Kerzerho
By JAMES PARKYN & FRANÇOIS DOYON LA ROCHELLE
In this Episode, James Parkyn & François Doyon La Rochelle welcome back PWL’s Senior Researcher, Raymond Kerzerho, to discuss expected returns.
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Read The Script:
1) INTRODUCTION:
François Doyon La Rochelle:
You’re listening to Capital Topics, episode #90!
This is a monthly podcast about passive asset management and financial and tax planning ideas for the long-term investor.
Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.
In this episode, we will discuss expected returns with Raymond Kerzerho, PWL’s Senior Researcher.
Enjoy!
2) UPDATE ON EXPECTED RETURNS WITH RAYMOND KERZERHO:
François Doyon La Rochelle:
As I mentioned in my introduction, to help us tackle today’s topic, we have invited Raymond Kerzhéro, PWL’s Senior Researcher.
So, good morning, Ray. It’s great to have you back on the podcast…Read More
Links:
- Model Portfolios – June 30, 2026 | Parkyn-Doyon La Rochelle by Team Parkyn-Doyon La Rochelle
- Market Statistics – June 2026 | Parkyn-Doyon La Rochelle by Raymond Kerzerho – PWL Capital