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.

Not boring finds for June 2020

(Not) boring finds for June 2020

Howard Marks sent a memo; Ray Dalio explained the last 500 years as they related to empires and reserve currencies; we learned a new word, “shoshin”; and scanned a lot of charts about U. S. advertising revenue trends.

June 30, 2020 2 Mins
Capitalizing on cloud migration EP65

Capitalizing on cloud migration | EP65

The implications of cloud migration for enterprises, investors, and business models.

June 17, 2020 27 Mins
confirmation bias

The enemy is us: Mitigating confirmation bias

Back in March, as physical distancing practices were being implemented globally, I was bemused by contrasting provocatively titled articles published within a day of one another.

June 10, 2020 16 Mins
bicycles

Introducing the new Mawer EAFE large cap strategy | EP64

Why the strategy was created, how it was launched, and some holding examples.

June 2, 2020 25 Mins
Not boring finds for May 2020

(Not) boring finds for May 2020

A podcast about decision-making theory, a global fiscal policy tracker, a blog about market assumptions, and an infinite monkey theorem experiment. The ideas springs have sprung.

May 27, 2020 1 Mins
Playing the plan mawer global small cap EP63

Playing the plan: Mawer’s global small cap portfolio | EP63

Deputy CIO Christian Deckart discusses natural contradictions in the portfolio and how the team plays “intellectual best ball. ”

May 21, 2020 25 Mins
Playing the plan Mawers international equity portfolio EP53

Playing the plan: Mawer's international equity portfolio | EP53

Lead portfolio manager, David Ragan, on how the team strategizes in the wake of a market shake-up (e. g. , coronavirus). Also included: updates on HFDC, Seven & i, and Aon.

March 4, 2020 31 Mins
EP52 GEF Playing the plan

Playing the plan: Mawer’s global equity portfolio | EP52

CIO Paul Moroz discusses how we’ve approach building resilient global portfolios over the years, the new “Cold War” between China and the U. S. and its wider reaching impact, and how “the real money’s in the holding. ”

February 5, 2020 29 Mins
Negative interest rates EP51 1

Negative interest rates in an unprecedented time | EP51

This episode, our CIO Paul Moroz considers the potential themes and catalysts that are driving negative interest rates, what that may mean for investors, and whether those signal a new, longer term paradigm shift.

January 22, 2020 32 Mins
Quarterly update Q4 2019 EP50

Quarterly update | Q4 2019 | EP50

Featuring insights from the fourth quarter from Balanced and Global Balanced Fund co-manager and Asset Mix Chair, Greg Peterson.

January 15, 2020 19 Mins
Playing the plan Mawer Canadian equity portfolio EP49

Playing the plan: Mawer’s Canadian equity portfolio | EP49

Director of Research and Canadian equity lead manager, Vijay Viswanathan, discusses risks and opportunities in Canada, the cannabis industry’s value chain, and potential transformations to the food retailer business model.

December 4, 2019 27 Mins
Technical debt EP48

Technical debt | EP48

This episode, we interview our Head of Information Security and Infrastructure, Dwight Pratt, and Equity Analyst, Karan Phadke, on the ramifications of technical debt to businesses and investors.

November 20, 2019 33 Mins

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Capitalizing on cloud migration | EP65

The enemy is us: Mitigating confirmation bias

Introducing the new Mawer EAFE large cap strategy | EP64

What the FAANG is going on? | EP62


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