Episode 17: The competition between passive and active funds

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:

  • In the news: The outbreak of Initial Public Offerings

  • The Passive Vs. Active Fund Monitor

  • Good advice of the day: “Reading Financial News: The Top Ten Avoidable Distractions!”

  • Listener’s question: “Should I borrow against my home equity line of credit to invest in the markets?”

Episode 16: Wealth in Canada and Worldwide with Alain Desbiens

In this episode of Capital Topics, James Parkyn and Raymond Kerzérho meet with Alain Desbiens, director for Quebec and Eastern Canada at BMO ETFs. Alain provides us with a bird’s eye view of millionaires in Canada and worldwide.

Discussion points:

  • The definition of a high, very high and ultra high net worth individual

  • Where does their wealth come from?

  • Their asset mix across public market holdings, private holdings, real estate, etc.

  • The main interests and passions of wealthy individuals

  • The distribution of wealth in Canada and Quebec.

  • And much more!

Episode 15: Warren Buffet’s Annual Letter to Shareholders

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:

  • In the news: The debacle of the Archegos hedge fund

  • Highlights from Warren Buffet’s annual letter to shareholders

  • Bad advice of the day: “Sell in May and go away”

  • Listener’s question: Why are equity expected returns so low?

Episode 14: Portfolio Expected Returns

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:

  • In the news: the first quarter Market Stats

  • An update portfolio expected returns

  • The bad advice of the day: “Buy bank sector ETFs now!”

  • Listener’s question: “Can stocks crash during an economic boom?”

 

Links:

Episode 13: The Tax Treatment of your Portfolio – Part 2

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:

  • In the news: Should we fear inflation?

  • An Update on the tax treatment of your investments – part 2

  • Good advice of the day: “Beware of your good investing ideas!”

  • Listener’s question: What is your opinion about thematic ETFs?”