Podcasts Archives | Page 21 of 48 | Caldwell Investment Management Ltd.

Thomas S. Caldwell, C.M.

Chairman

October 30, 2019

You have a theory about the underlying long-term force of supply and demand. What is it?

Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

October 30, 2019

What can you tell me about fees and the role of the Investment Advisor?

Thomas S. Caldwell, C.M.

Chairman

October 23, 2019

Let’s talk about last night’s Canadian election – about nothing.

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

October 23, 2019

I keep hearing about ‘Brexit’, the UK leaving the Eurozone, and the U.S./China trade war, and I am getting tired, worried and confused. What should I do about my investments?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager

October 16, 2019

What does safety mean to you?

Funds Jennifer manages:
Caldwell Balanced Fund
Caldwell Canadian Value Momentum Fund

Thomas S. Caldwell, C.M.

Chairman

October 16, 2019

You were just quoted in the Globe and Mail, ROB section, regarding the “IPO market dries up as young companies look to private capital”. What is happening in the capital markets now?

Thomas S. Caldwell, C.M.

Chairman

October 8, 2019

Every conversation you hear these days is about impeachment. Let’s talk about impeachment.

Brendan T.N. Caldwell, B.Sc., M.A., CFA

President and CEO

October 8, 2019

What excites you about the markets these days, especially pre-election?

Thomas S. Caldwell, C.M.

Chairman

October 2, 2019

Let’s talk about inertia and success from a business point of view.

Thomas S. Caldwell, C.M.

Chairman

September 25, 2019

Impeachment seems to be the “hot” word right now. What does this mean for markets?

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

September 18, 2019

I have heard from the media that there have been large rotations within the stock market, investors are rotating between growth and value stocks. Is this something that I should expect my portfolio manager to be doing, to make me more money?

Funds William manages:
Caldwell Balanced Fund
Tactical Sovereign Bond Fund (formerly Caldwell Income Fund)

Thomas S. Caldwell, C.M.

You have a theory about the underlying long-term force of supply and demand. What is it?

Brendan T.N. Caldwell, B.Sc., M.A., CFA

What can you tell me about fees and the role of the Investment Advisor?

Thomas S. Caldwell, C.M.

Let’s talk about last night’s Canadian election – about nothing.

William Chin, MBA

I keep hearing about ‘Brexit’, the UK leaving the Eurozone, and the U.S./China trade war, and I am getting tired, worried and confused. What should I do about my investments?

Jennifer Radman, CFA

What does safety mean to you?

Thomas S. Caldwell, C.M.

You were just quoted in the Globe and Mail, ROB section, regarding the “IPO market dries up as young companies look to private capital”. What is happening in the capital markets now?

Thomas S. Caldwell, C.M.

Every conversation you hear these days is about impeachment. Let’s talk about impeachment.

Brendan T.N. Caldwell, B.Sc., M.A., CFA

What excites you about the markets these days, especially pre-election?

Thomas S. Caldwell, C.M.

Let’s talk about inertia and success from a business point of view.

Thomas S. Caldwell, C.M.

Impeachment seems to be the “hot” word right now. What does this mean for markets?

William Chin, MBA

I have heard from the media that there have been large rotations within the stock market, investors are rotating between growth and value stocks. Is this something that I should expect my portfolio manager to be doing, to make me more money?

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