Caldwell Collection: Weekly Podcasts

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Thomas S. Caldwell, C.M. – June 18, 2019

You often quote Vince Lombardi from his movie the Second Effort. What did you learn when you just re-watched it with our interns? One Minute…

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William Chin – June 18, 2019

The media is full of scary headlines about trade wars and the possibilities of recessions, but stocks keep going up. Should I be afraid? Should…

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Thomas S. Caldwell, C.M. – June 11, 2019

What do you say to investors when they ask why their portfolio is not mirroring the markets? One Minute With… Thomas S. Caldwell, C.M. Chairman…

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Thomas S. Caldwell, C.M. – June 4, 2019

You always talk about Lombardi time. What exactly is it? One Minute With… Thomas S. Caldwell, C.M. Chairman June 4, 2019 https://caldwellinvestment.com/wp-content/uploads/2019/06/20190604-1-minute-with-Thomas-Caldwell.mp3 This audio recorded…

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Mario Mainelli – June 4, 2019

How do you think about disruption when analyzing stocks? One Minute With… Mario Mainelli, CFA Portfolio Manager: Caldwell Balanced Fund Caldwell Canadian Value Momentum Fund…

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Thomas S. Caldwell, C.M. – May 28, 2019

What are the top 3 things that influence markets and cause them to change? One Minute With… Thomas S. Caldwell, C.M. Chairman May 28, 2019…

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Jennifer Radman – May 28, 2019

You just read “The Talent Code: Greatness Isn’t Born. It’s Grown. Here’s How” by Daniel Coyle. Tell us about it. One Minute With… Jennifer Radman,…

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Thomas S. Caldwell, C.M. – May 21, 2019

In your Success Dictionary, under the word “invest”, you say “invest in yourself, your business and your career.”This is important and applies to everyone. Can…

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Sean Tascatan – May 21, 2019

Let’s talk about China’s current African Swine Fever Epidemic. One Minute With… Sean Tascatan, CFA Vice President & Portfolio Manager May 21, 2019 https://caldwellinvestment.com/wp-content/uploads/2019/05/1-minute-with-Sean-Tascatan.mp3 This…

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Thomas S. Caldwell, C.M. – May 14, 2019

Let’s talk about risk. People take on risk in their portfolios, their daily lives and their future. Why is risk important? One Minute With… Thomas…

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Morgan Pampe – May 14, 2019

What are you looking for when investing in a company? One Minute With… Morgan Pampe, MFIN, CFA Portfolio Manager May 14, 2019 https://caldwellinvestment.com/wp-content/uploads/2019/05/20190514-One-minute-with-Morgan-Pampe.mp3 This audio…

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Thomas S. Caldwell, C.M. – May 6, 2019

What are the benefits of investing with an Investment Advisor, rather than through an app? One Minute With… Thomas S. Caldwell, C.M. Chairman May 6,…