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Caldwell Investment Management Ltd.
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    • About Caldwell
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Ready to invest?
  • Funds
    • Mutual Funds
      • Caldwell-Lazard CorePlus Infrastructure Fund
      • Caldwell Canadian Value Momentum Fund
      • Caldwell U.S. Dividend Advantage Fund
      • Caldwell North American Fund
      • Tactical Sovereign Bond Fund
    • Actively Managed ETFs
      • Caldwell U.S. Dividend Advantage Fund
    • Investment Corporations
      • Urbana Corporation
    • Monthly Highlights
    • Fund Commentaries
    • How to Invest – Fund Codes
    • Customized Portfolio Optimization
  • Media
    • Media Appearances
    • News Releases/Print Media
  • Regulatory
    • Fund Facts
    • Simplified Prospectus
    • Financial Statements & Management Reports of Fund Performance
    • Quarterly Portfolio Disclosures
    • Independent Review Committee
    • Proxy Voting
  • Tell Me Something Good
    • Blog
    • Market Insights
    • Podcasts
  • About
    • About Caldwell
    • Meet Our Team
  • Contact Us
  • Careers
Tell Me Something Good Tell Me Something Good
  • Blog
  • Market Insights
  • Podcasts
  • Thomas S. Caldwell, C.M.

    Chairman

    March 31, 2021

    Investors always worry when the markets decline, but you believe declines are buying opportunities.

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

    President and CEO

    March 26, 2021

    Given where we are in the world, what’s the next big thing?

  • Thomas S. Caldwell, C.M.

    Chairman

    March 25, 2021

    What are your thoughts on inflation? Is it temporary or long term?

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

    President and CEO

    March 24, 2021

    You are re-reading The Black Swan: The Impact of the Highly Improbable by Nassim Nicholas Taleb. What is your best takeaway?

  • Thomas S. Caldwell, C.M.

    Chairman

    March 17, 2021

    We are used to low interest rates and they can’t stay low forever. What are your thoughts regarding interest rate hikes compared to the Crash of 1987?

  • Thomas S. Caldwell, C.M.

    Chairman

    March 11, 2021

    We are in the process of getting vaccines. The next questions is “Now What?”

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    March 10, 2021

    All I hear now is how well Bitcoin has performed. What is Bitcoin’s future as an investment vehicle?

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

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

    President and CEO

    March 9, 2021

    There are so many news stories telling us that we have saved so much money during lockdowns, but when the stores open up people are lined up to spend their cash.

  • William Chin, MBA

    Portfolio Manager & Chief Technical Analyst

    March 4, 2021

    There seems to be a strong rotation between ‘stay at home’ and ‘reopening’ stocks. One group could outperform the other significantly in a rather short period of time. How do I pay attention to my maximum advantage?

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

  • Thomas S. Caldwell, C.M.

    Chairman

    March 3, 2021

    When investing in different countries we need to look at the type of government and their regulations. How does this affect your investments?

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

    President and CEO

    February 26, 2021

    Let’s talk about Bitcoin and cryptocurrencies. They have been in the news as of late and everyone now feels like they need to get in.

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    Choose Your Updates

    Partners in ProspectingSomething Good for the MonthWilliam's WeeklyChatting the ChartsTell Me Something Good - All Blog Updates1 Minute Podcast with Jennifer Radman

    Speakers

    • Brendan T.N. Caldwell, B.Sc., M.A., CFA
    • Denis Taillefer, CFA
    • Jennifer Radman, CFA
    • Justin Elliott, CFA
    • Morgan Pampe, MFIN, CFA
    • Thomas S. Caldwell, C.M.
    • William Chin, MBA

    Topics

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    150 King Street West,

    Suite 1702, P.O. Box 47,

    Toronto, ON M5H 1J9

    Phone: 416-593-0353

    Phone: 1-800-256-2441

    funds@caldwellinvestment.com

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    Disclaimer

    All audios recorded in Toronto, Canada on date specified. All comments presented are those of respective speakers. The comments provided in these audios are general in nature based on information available at the time of recording and should not be considered as comprehensive investment advice or an offer to buy and/or sell securities. Market conditions may change and Caldwell Investment Management Ltd. accepts no responsibility for individual investment decisions arising from reliance on the information presented.

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