All Episodes
Capital Topics — 87 episodes
Episode #87: The Future of Wealth Management Started in 1996: The PWL Capital Story
Episode #86: Diversification, the Value Premium and the Importance of the Profitability Factor
Episode #85: Active vs Passive – Who Is on the Other Side of the Trade?
Episode #84: How Much Risk Can You Take in Your Portfolio?
Episode #83: 2025 Capital Markets Review: A Banner Year for Investing Lessons
Episode #82: Investor Psychology: How Your Behavioral Biases Sabotage Your Long-Term Investment Plan
Episode #81: 2025 Year-End Tax Planning
Episode #80: Financial Bubbles – Investing Beyond the Fear of Bubbles
Episode #79: Are your expectation of Market returns too high?
Episode #78: Is it time to change your allocation to US Stocks
Episode #77: 2025 Mid-Year Market Check-In: Navigating the Unpredictable
Episode #76: History of Market Cycles in Nominal and Real Returns
Episode #75: Review of UBS Global Investment Returns Yearbook 2025
Episode #74: Update on market volatility and review of active vs passive management
Episode #73: Review of Hedge Funds: Do They Make Sense for Investors
Episode #72: Investing Lessons From 2024
Episode #71: 2024 Capital Markets Year in Review: Another spectacular year!
Episode #70: Can a Crystal Ball Really Make You Rich?
Episode #69: 2024 Year- End Tax Planning
Episode #68: Proof That Investor Behavior Has a Negative Impact on Their Performance
Episode #67: Why owning individual stocks in a portfolio has a high probability of a negative outcome
Episode #66: 2024 Mid-Year Capital Markets Review
Episode #65: How to Invest When Markets Are Making New All-Time Highs and the Review of the UBS Global Investment Returns Yearbook 2024
Episode #64: The Latest on the Magnificent Seven Stocks and Warren Buffet's Annual Letter for Shareholders.
Episode #63: Update on the Results of Active vs Passive Management for 2023 & Review of the 2024 Federal Budget and the New Rules That Affect Investors
Episode #62: The Parkyn – Doyon La Rochelle eBook Guide to the New Retirement
Episode #61: 2023 Update on PWL's Expected Returns and a Review of Professor Scott Cederburg's paper on life cycle asset allocation
Episode #60: 2023 Investing Lessons and the review of "The Price of Time" by Edward Chancellor
Episode #59: 2023 Capital Markets Year in Review and How to Measure Your Portfolio Performance
Year-End Tax Planning and Update on Canada's Major Pension Plans
The Powerful Advantages of Total Market ETF's & Canada's Tax System
RESP Withdrawal Planning and Investor Home Market Bias
Mid-Year Review of Markets and Update on Inflation
Investing Life Skills for Early Savers
Episode #53 : The Debate About a Balanced Portfolio of 60% Stocks and 40% Bonds and a Review of the C.D. Howe Report on RRIF Mandatory Withdrawal Rules
The New Tax-Free First Home Savings Account (FHSA) and Review of the Credit Suisse Global Investment Returns Yearbook 2023 - Summary Edition
Update on Active Vs. Passive & Global Banking Solvency
2023 Update on Expected Returns
Ken French: Five Things I Know about Investing
2022 Investing Lessons and 2023 Outlook
Update on Year-end Tax Planning for Capital Market Investors
Managing your Emotions in a sea of negative Financial Market Noise
Bond Investing A New Landscape
Central Banks and Recessions
Retirement Income Planning: Should Your Portfolio Withdrawals Vary with the Market?
Bear Markets and Your Long-Term Investment Plan: How to Stay the Course
Active vs. Passive in Bear Markets
The Pre-Retiree Guide to the "New Retirement" - Part Two
The Pre-Retiree Guide to the "New Retirement" - Part One
Credit Suisse 2022 Global Investment Returns Yearbook Summary Edition Review
Update on Expected Returns
The Bank of Mom and Dad and the Financial Help Given to Children to Buy Houses
War in Ukraine and Market Impacts
Update on the ETF Landscape in Canada
An Update on Inflation
2022 Outlook and the Folly of Forecasting
Lessons From 2021
Year-end Portfolio Tax Strategies – Part 2
Year-end Portfolio Tax Strategies
Are investors expectations of future returns too high?
The "Mind the Gap 2021" Report
What have markets taught us since 2000?
Emerging Markets Equity
Registered Education Savings Plans
The High Cost of Investing in Hedge Funds
Preparing for the risk of a cognition loss
Central Bank Digital Currencies
The Return of Inflation
The Seven Deadly Sins of Investing
The Behaviour of Canadian Financial Advisors
The competition between passive and active funds
Wealth in Canada and Worldwide with Alain Desbiens
Warren Buffet's Annual Letter to Shareholders
Portfolio Expected Returns
The Tax Treatment of your Portfolio – Part 2
The Tax Treatment of your Portfolio
Are we in a stock market bubble
The Gamestop phenomenon
The Value Premium
Lessons of 2020
Evaluating Portfolio Performance
Private equity funds
The Active-Passive Barometer
"Blank Cheque" IPOs and the Differences Across Market Indexes
Interview with Professor Sebastien Betermier
The US Elections
Introducing Capital Topics!