Podcasts

  In this quarter's podcast Matt Manara and Paul Gardner have a discussion on recent events in the bond market.…

    In this episode Bill Harris and Bryden Teich discuss the state of the market heading into the final…

In our last podcast of 2021, Paul Gardner and Matt Manara give a recap of the year in the bond market and discuss why despite low interest rates bonds can still be an important investment for investors.

In this quarter’s podcast, Bill Harris and Matt Manara discuss the investment outlook for Q4.

In this quarter’s podcast, Bill Harris and Bryden Teich discuss the inflation debate and whether or not the inflation we have seen thus far in 2021 is likely to persist.

In this episode, Bill Harris and Bryden Teich have an in-depth discussion about the relationship between inflation and the velocity of a money.

In the latest Avenue podcast Bill Harris and Bryden Teich provide a summary of the first quarter of 2021 and highlight some important take-a-ways from the most recent Avenue quarterly letter.

In the first episode of 2021, Bill Harris and Bryden Teich discuss Avenue’s outlook for the year ahead. Throughout their conversation they highlight the dilemma that investors continue to face in a low interest rate world. Bryden touches on the persistent role that Central Banks are playing with their continued market intervention, while Bill highlights the type of investments that are included in the Avenue portfolio.

Matt Manara and Bryden Teich discuss the busy month of November for the markets and summarize how the 2020 election result and recent positive vaccine news are impacting different asset classes including stocks, bonds, and gold.

In this episode Bryden Teich and Paul Gardner discuss the significant amount of government debt that has been issued thus far in 2020 and what the bond market is telling investors.

In this episode, Bill Harris and Bryden Teich discuss the Avenue Q2 2020 Quarterly Letter and some of the things investors should be thinking about for the second half of 2020.

In Episode 9, Bryden Teich and Matt Manara discuss news from the recent Federal Reserve meeting and the concept of yield curve control. They highlight previous examples of yield curve control and the impact it had on real interest rates and asset prices.

Bryden Teich and Bill Harris discuss the partial recovery in the stock market during May and what has been driving the recent moves. They also discuss why the stock market and the underlying economy have diverged and highlight some of the fiscal and monetary policy responses that are causing this divergence. They also discuss the debate between Value vs. Growth investing in light of the current market environment.

In Episode 7, Paul Gardner and Bryden Teich give an updated assessment of fixed income markets in April 2020. They talk about the impact that bond ETF’s had during the selloff in March and highlight a few areas where they are finding value in the corporate bond market.

In Episode 6, Bryden Teich and Bill Harris discuss the impact that COVID-19 has had on the markets and the global economy through the first quarter of 2020.

In Episode 5, Bill Harris and Matt Manara discuss the incredible events in the global stock markets for the second week of March 2020.

In Episode 4, Bryden Teich and Bill Harris discuss the events in the stock market for the last week of February 2020 and how Avenue has been positioned for this.

In Episode 3, Matt Manara and Bryden Teich discuss the U.S. Federal deficit and how it is impacting the direction of monetary policy. They also discuss the reach-for-yield going on in corporate and high yield bond markets and discuss other risks they are seeing in the market.

In Episode 2, Bill Harris and Bryden Teich discuss how global stock markets are currently being impacted by central bank liquidity and relate that to previous periods of market exuberance. They also discuss the signal that the underlying economy is sending at the outset of 2020, and they discuss the outlook for the Canadian energy sector.

Bryden Teich and Paul Gardner discuss Avenue’s outlook for interest rates and Federal Reserve policy as we enter 2020. The past year saw a significant change in policy from the U.S. Federal Reserve with three interest rate cuts and a significant re-expansion of their balance sheet starting in September. The conversation touches on the economic outlook for both the United States and Canada and the impact on interest rates and stock prices.