Inflation’s One-Two Punch
It’s inflation’s second punch that can deliver a blow that investors may not be expecting.
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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S-Curves and the Adoption Cycle | EP124
What investors can learn from the S-curves of technologies both old and new.
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‘Twas the week before Christmas
'Twas the week before Christmas, thus time to review—the economic story of 2022.
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Playing the plan: Mawer’s Canadian equity portfolio | EP123
What we think about the newly proposed tax on share buybacks in Canada, a balanced take on the energy theme, and where we’ve trimmed, exited, and added in the portfolio.
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The art of discount rates | EP122
How do investors figure out what a company is worth? (Especially in a higher inflationary and interest rate environment?)
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What the end of Moore's Law means for the semiconductor industry | EP121
A deep dive—right to the atomic level—of how semiconductors work and the potential implications for the industry when Moore’s Law comes to an end.
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Playing the plan: Mawer’s U.S. equity portfolio | EP120
The deglobalization shift, long-term opportunities we’re seeing in utilities, and what’s interesting about gravel.
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Beware the linearity bias
We tend to think of our world in linear terms, where the output of a system is proportional and directly correlated to its inputs.
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Playing the plan: Mawer’s global equity portfolio | EP119
The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.
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Quarterly Update | Q3 2022 | EP118
Market swings, central bank moves, and rising interest rates. A look at Q3.
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Playing the plan: Mawer's U.S. mid cap equity portfolio | EP117
What makes the U.S. mid cap investable universe unique, some key learnings since the strategy’s launch, and how inflation can be a “positive” for wealth-creating companies.
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Playing the plan: Mawer’s global small cap portfolio | EP116
Why small caps may zig while large caps zag, the advantage of businesses that sell scarce skills (CBIZ, Insperity, RS Group), and why eyewear retail is harder than it…looks.
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Inflation’s One-Two Punch
It’s inflation’s second punch that can deliver a blow that investors may not be expecting.
January 4, 2023
-
S-Curves and the Adoption Cycle | EP124
What investors can learn from the S-curves of technologies both old and new.
December 28, 2022
-
‘Twas the week before Christmas
'Twas the week before Christmas, thus time to review—the economic story of 2022.
December 21, 2022
-
Playing the plan: Mawer’s Canadian equity portfolio | EP123
What we think about the newly proposed tax on share buybacks in Canada, a balanced take on the energy theme, and where we’ve trimmed, exited, and added in the portfolio.
December 14, 2022
-
The art of discount rates | EP122
How do investors figure out what a company is worth? (Especially in a higher inflationary and interest rate environment?)
November 23, 2022
-
What the end of Moore's Law means for the semiconductor industry | EP121
A deep dive—right to the atomic level—of how semiconductors work and the potential implications for the industry when Moore’s Law comes to an end.
November 16, 2022
-
Playing the plan: Mawer’s U.S. equity portfolio | EP120
The deglobalization shift, long-term opportunities we’re seeing in utilities, and what’s interesting about gravel.
November 9, 2022
-
Beware the linearity bias
We tend to think of our world in linear terms, where the output of a system is proportional and directly correlated to its inputs.
November 2, 2022
-
Playing the plan: Mawer’s global equity portfolio | EP119
The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.
October 26, 2022
-
Quarterly Update | Q3 2022 | EP118
Market swings, central bank moves, and rising interest rates. A look at Q3.
October 18, 2022
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Playing the plan: Mawer's U.S. mid cap equity portfolio | EP117
What makes the U.S. mid cap investable universe unique, some key learnings since the strategy’s launch, and how inflation can be a “positive” for wealth-creating companies.
September 7, 2022
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Playing the plan: Mawer’s global small cap portfolio | EP116
Why small caps may zig while large caps zag, the advantage of businesses that sell scarce skills (CBIZ, Insperity, RS Group), and why eyewear retail is harder than it…looks.
August 24, 2022
-
What the end of Moore's Law means for the semiconductor industry | EP121
A deep dive—right to the atomic level—of how semiconductors work and the potential implications for the industry when Moore’s Law comes to an end.
-
Playing the plan: Mawer’s U.S. equity portfolio | EP120
The deglobalization shift, long-term opportunities we’re seeing in utilities, and what’s interesting about gravel.
-
Playing the plan: Mawer’s global equity portfolio | EP119
The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.
-
Quarterly Update | Q3 2022 | EP118
Market swings, central bank moves, and rising interest rates. A look at Q3.
-
Playing the plan: Mawer's U.S. mid cap equity portfolio | EP117
What makes the U.S. mid cap investable universe unique, some key learnings since the strategy’s launch, and how inflation can be a “positive” for wealth-creating companies.
-
Playing the plan: Mawer’s global small cap portfolio | EP116
Why small caps may zig while large caps zag, the advantage of businesses that sell scarce skills (CBIZ, Insperity, RS Group), and why eyewear retail is harder than it…looks.
-
Playing the plan: Mawer’s international equity portfolio | EP115
The impacts of inflation, interest rates, and sharp currency movements on the portfolio, and the importance of leaning in to process and keeping a long-term perspective.
-
An energy-fuelled debate: Are renewables actually becoming cheaper? | EP114
The team debates the thesis that renewables are becoming “cheaper” than traditional energy sources, unpacks why the ultimate cost to the end consumer shouldn’t be missing from the conversation, and delves into the investment implications.
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Quarterly Update | Q2 2022 | EP113
Inflation, interest rates, the valuation correction, bias creep, and “sticking to our knitting.” A full dive into Q2.
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How to make (good) decisions | EP112
CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.
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Playing the plan: Mawer’s Canadian bond portfolio | EP111
Lead Portfolio Manager, Crista Caughlin, on what’s happening in bond markets, a look at inflation and interest rates, and the key scenarios we’re monitoring.
-
Playing the plan: Mawer’s Canadian equity portfolio | EP110
Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.
-
What the end of Moore's Law means for the semiconductor industry | EP121
A deep dive—right to the atomic level—of how semiconductors work and the potential implications for the industry when Moore’s Law comes to an end.
November 16, 2022
-
Playing the plan: Mawer’s U.S. equity portfolio | EP120
The deglobalization shift, long-term opportunities we’re seeing in utilities, and what’s interesting about gravel.
November 9, 2022
-
Playing the plan: Mawer’s global equity portfolio | EP119
The “Swiss cheese” mental model for risk management, why we initiated in Moderna, and how to test if you have a variant perception from the broader market.
October 26, 2022
-
Quarterly Update | Q3 2022 | EP118
Market swings, central bank moves, and rising interest rates. A look at Q3.
October 18, 2022
-
Playing the plan: Mawer's U.S. mid cap equity portfolio | EP117
What makes the U.S. mid cap investable universe unique, some key learnings since the strategy’s launch, and how inflation can be a “positive” for wealth-creating companies.
September 7, 2022
-
Playing the plan: Mawer’s global small cap portfolio | EP116
Why small caps may zig while large caps zag, the advantage of businesses that sell scarce skills (CBIZ, Insperity, RS Group), and why eyewear retail is harder than it…looks.
August 24, 2022
-
Playing the plan: Mawer’s international equity portfolio | EP115
The impacts of inflation, interest rates, and sharp currency movements on the portfolio, and the importance of leaning in to process and keeping a long-term perspective.
August 3, 2022
-
An energy-fuelled debate: Are renewables actually becoming cheaper? | EP114
The team debates the thesis that renewables are becoming “cheaper” than traditional energy sources, unpacks why the ultimate cost to the end consumer shouldn’t be missing from the conversation, and delves into the investment implications.
July 20, 2022
-
Quarterly Update | Q2 2022 | EP113
Inflation, interest rates, the valuation correction, bias creep, and “sticking to our knitting.” A full dive into Q2.
July 13, 2022
-
How to make (good) decisions | EP112
CIO Paul Moroz unpacks the foundational components to better decision making for investing, business, and life.
June 29, 2022
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Playing the plan: Mawer’s Canadian bond portfolio | EP111
Lead Portfolio Manager, Crista Caughlin, on what’s happening in bond markets, a look at inflation and interest rates, and the key scenarios we’re monitoring.
June 22, 2022
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Playing the plan: Mawer’s Canadian equity portfolio | EP110
Opportunities and risks we’re seeing in energy, rail, and financials; why we exited Shopify; and a few team learnings.
June 8, 2022
