Podcasts Archives | Page 23 of 48 | Caldwell Investment Management Ltd.

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

President and CEO

July 30, 2019

Increasingly, investors are making their decisions based upon owning stock indicies. Does this make sense?

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

July 30, 2019

I heard a lot about risk and reward, and how risk levels are rising due to trade wars and instabilities in the Middle East and around the world. How can I lower the level of risk in my portfolio?

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

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

President and CEO

July 23, 2019

You love to go sailing. How does that help you navigate the markets?

Thomas S. Caldwell, C.M.

Chairman

July 23, 2019

When investing in a private company, what do you look and hope for?

Jennifer Radman, CFA

Head of Investments & Senior Portfolio Manager

July 16, 2019

You wanted to do another book review: Mindset by Carol S. Dweck. How did it resonate with you?

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

Thomas S. Caldwell, C.M.

Chairman

July 16, 2019

Every year you make a point of scheduling an hour a week with our interns. It’s important to nurture the next generation, but you get a lot out of it? What does it do for you?

Thomas S. Caldwell, C.M.

Chairman

July 9, 2019

There has been talk that these markets are reminiscent of 1987? What do you think?

Thomas S. Caldwell, C.M.

Chairman

July 2, 2019

What do you think is the biggest misconception about the financial industry?

Morgan Pampe, MFIN, CFA

Portfolio Manager

June 25, 2019

Why is it important for investors to have a diversified portfolio?

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

President and CEO

June 25, 2019

Let’s talk about the price of gold. It’s at multi-year highs. What’s driving this?

William Chin, MBA

Portfolio Manager & Chief Technical Analyst

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 I be reducing my investments?

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

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

Increasingly, investors are making their decisions based upon owning stock indicies. Does this make sense?

William Chin, MBA

I heard a lot about risk and reward, and how risk levels are rising due to trade wars and instabilities in the Middle East and around the world. How can I lower the level of risk in my portfolio?

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

You love to go sailing. How does that help you navigate the markets?

Thomas S. Caldwell, C.M.

When investing in a private company, what do you look and hope for?

Jennifer Radman, CFA

You wanted to do another book review: Mindset by Carol S. Dweck. How did it resonate with you?

Thomas S. Caldwell, C.M.

Every year you make a point of scheduling an hour a week with our interns. It’s important to nurture the next generation, but you get a lot out of it? What does it do for you?

Thomas S. Caldwell, C.M.

There has been talk that these markets are reminiscent of 1987? What do you think?

Thomas S. Caldwell, C.M.

What do you think is the biggest misconception about the financial industry?

Morgan Pampe, MFIN, CFA

Why is it important for investors to have a diversified portfolio?

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

Let’s talk about the price of gold. It’s at multi-year highs. What’s driving this?

William Chin, MBA

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 I be reducing my investments?

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