U.S. Mid Cap Equities: Tech, Regional Banks, and Valuation | EP140
A look at the strategy a year on and why we think valuation should be more top of mind for investors.
The Art of Boring™ was created for curious and passionate investors. We share strategies, frameworks, and insights to help readers and listeners make better investment decisions. Our aim? To provide some bottom-up, long-term investing signal to cut through the short-term noise.
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Global Equities: Scuttlebutt, Reverse Roadshows, and Bathroom Lists | EP139
How we approach finding new ideas in the widest investment universe.
-
Vulnerabilities vs. Triggers | EP138
Unpacking one of our key mental models around investing and managing risk.
-
Quarterly Update | Q2 2023 | EP137
Market drivers that stood out this quarter, where inflation is at, and an asset mix update.
-
International Equities: Insights from the Road | EP136
Top highlights from the team’s recent research trips and a few business models we’re excited about.
-
Global Small Caps, Engaged Owners, and Reverse Roadshows | EP135
A deep dive into key themes we’ve been focusing on, recent additions to the portfolio, and a few changes.
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Rising Debt and its Potential Consequences: Canada’s New Normal?
We need to understand where we are in the debt super cycle to inform our investment decision making.
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U.S. Equities: ChatGPT, Banks, and Earnings | EP134
Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks.
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Artificial Intelligence: The Return of The Centaurs
Recent AI breakthroughs are underscoring the power of the centaur model—humans + machines—creating something more potent than either model operating independently.
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The Epistemology of Investing: A Near Insurmountable Challenge | EP133
Why genuine knowledge building and the ability to learn effectively in investing is difficult, and how we try to work around those challenges.
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Quarterly Update | Q1 2023 | EP132
The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis.
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Canadian Small Caps, Energy, Risk Management, and Assessing Management Teams | EP131
This episode, we discuss our seven-point management assessment framework (with examples), our risk management approach, and overall thoughts on energy.
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The Case for Non-Predictive Decision Making
In our view, market participants systematically underestimate the importance of vulnerabilities while correspondingly overestimating the importance of triggers. Why?
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U.S. Mid Cap Equities: Tech, Regional Banks, and Valuation | EP140
A look at the strategy a year on and why we think valuation should be more top of mind for investors.
September 20, 2023
-
Global Equities: Scuttlebutt, Reverse Roadshows, and Bathroom Lists | EP139
How we approach finding new ideas in the widest investment universe.
August 24, 2023
-
Vulnerabilities vs. Triggers | EP138
Unpacking one of our key mental models around investing and managing risk.
August 2, 2023
-
Quarterly Update | Q2 2023 | EP137
Market drivers that stood out this quarter, where inflation is at, and an asset mix update.
July 19, 2023
-
International Equities: Insights from the Road | EP136
Top highlights from the team’s recent research trips and a few business models we’re excited about.
July 6, 2023
-
Global Small Caps, Engaged Owners, and Reverse Roadshows | EP135
A deep dive into key themes we’ve been focusing on, recent additions to the portfolio, and a few changes.
June 21, 2023
-
Rising Debt and its Potential Consequences: Canada’s New Normal?
We need to understand where we are in the debt super cycle to inform our investment decision making.
May 31, 2023
-
U.S. Equities: ChatGPT, Banks, and Earnings | EP134
Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks.
May 24, 2023
-
Artificial Intelligence: The Return of The Centaurs
Recent AI breakthroughs are underscoring the power of the centaur model—humans + machines—creating something more potent than either model operating independently.
May 3, 2023
-
The Epistemology of Investing: A Near Insurmountable Challenge | EP133
Why genuine knowledge building and the ability to learn effectively in investing is difficult, and how we try to work around those challenges.
April 27, 2023
-
Quarterly Update | Q1 2023 | EP132
The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis.
April 19, 2023
-
Canadian Small Caps, Energy, Risk Management, and Assessing Management Teams | EP131
This episode, we discuss our seven-point management assessment framework (with examples), our risk management approach, and overall thoughts on energy.
April 12, 2023
-
The Case for Non-Predictive Decision Making
In our view, market participants systematically underestimate the importance of vulnerabilities while correspondingly overestimating the importance of triggers. Why?
April 5, 2023
-
U.S. Mid Cap Equities: Tech, Regional Banks, and Valuation | EP140
A look at the strategy a year on and why we think valuation should be more top of mind for investors.
-
Global Equities: Scuttlebutt, Reverse Roadshows, and Bathroom Lists | EP139
How we approach finding new ideas in the widest investment universe.
-
Vulnerabilities vs. Triggers | EP138
Unpacking one of our key mental models around investing and managing risk.
-
Quarterly Update | Q2 2023 | EP137
Market drivers that stood out this quarter, where inflation is at, and an asset mix update.
-
International Equities: Insights from the Road | EP136
Top highlights from the team’s recent research trips and a few business models we’re excited about.
-
Global Small Caps, Engaged Owners, and Reverse Roadshows | EP135
A deep dive into key themes we’ve been focusing on, recent additions to the portfolio, and a few changes.
-
U.S. Equities: ChatGPT, Banks, and Earnings | EP134
Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks.
-
The Epistemology of Investing: A Near Insurmountable Challenge | EP133
Why genuine knowledge building and the ability to learn effectively in investing is difficult, and how we try to work around those challenges.
-
Quarterly Update | Q1 2023 | EP132
The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis.
-
Canadian Small Caps, Energy, Risk Management, and Assessing Management Teams | EP131
This episode, we discuss our seven-point management assessment framework (with examples), our risk management approach, and overall thoughts on energy.
-
Emerging Markets: What happened in 2022, and where are we at? | EP130
Digging into last year’s performance drivers, the current opportunity set, and benefits of resuming boots-on-the-ground research.
-
Inflation’s One-Two Punch | EP129
The nuanced impacts of inflation to companies’ balance sheets that investors might be missing.
-
Post-Mortem: Learnings from 2022 | EP128
Chief Investment Officer Paul Moroz shares takeaways from the Research team's annual post-mortem discussions.
-
U.S. Mid Cap Equities: Tech, Regional Banks, and Valuation | EP140
A look at the strategy a year on and why we think valuation should be more top of mind for investors.
September 20, 2023
-
Global Equities: Scuttlebutt, Reverse Roadshows, and Bathroom Lists | EP139
How we approach finding new ideas in the widest investment universe.
August 24, 2023
-
Vulnerabilities vs. Triggers | EP138
Unpacking one of our key mental models around investing and managing risk.
August 2, 2023
-
Quarterly Update | Q2 2023 | EP137
Market drivers that stood out this quarter, where inflation is at, and an asset mix update.
July 19, 2023
-
International Equities: Insights from the Road | EP136
Top highlights from the team’s recent research trips and a few business models we’re excited about.
July 6, 2023
-
Global Small Caps, Engaged Owners, and Reverse Roadshows | EP135
A deep dive into key themes we’ve been focusing on, recent additions to the portfolio, and a few changes.
June 21, 2023
-
U.S. Equities: ChatGPT, Banks, and Earnings | EP134
Why management teams matter, energy companies rarely meet our investment criteria, and JPMorgan and State Street differ from many regional banks.
May 24, 2023
-
The Epistemology of Investing: A Near Insurmountable Challenge | EP133
Why genuine knowledge building and the ability to learn effectively in investing is difficult, and how we try to work around those challenges.
April 27, 2023
-
Quarterly Update | Q1 2023 | EP132
The major themes of the quarter, where we are in the interest rate hike cycle, and our thoughts on the recent banking crisis.
April 19, 2023
-
Canadian Small Caps, Energy, Risk Management, and Assessing Management Teams | EP131
This episode, we discuss our seven-point management assessment framework (with examples), our risk management approach, and overall thoughts on energy.
April 12, 2023
-
Emerging Markets: What happened in 2022, and where are we at? | EP130
Digging into last year’s performance drivers, the current opportunity set, and benefits of resuming boots-on-the-ground research.
March 15, 2023
-
Inflation’s One-Two Punch | EP129
The nuanced impacts of inflation to companies’ balance sheets that investors might be missing.
March 1, 2023
-
Post-Mortem: Learnings from 2022 | EP128
Chief Investment Officer Paul Moroz shares takeaways from the Research team's annual post-mortem discussions.
February 22, 2023
