Recorded on December 23rd 2021

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.

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

Recorded on November 18, 2021

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

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

Recorded on August 2, 2021

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. They also touch on the difference between goods versus asset inflation and how the distortive low interest rate environment continues to push up asset prices. They also discuss the outlook for the balance of 2021 and why the current market environment could be described as the “new normal”.

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

Recorded on April 22, 2021

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

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

Recorded on April 15, 2021

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.

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

Recorded on January 15, 2021

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.

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

Recorded on November 20, 2020

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.

Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.