The Scorecard Podcast

51 - The Prosperity Engine


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An AI generated audio podcast overview of the GreensKeeper Value Fund's performance and portfolio decisions for the third quarter of 2025, noting a modest year-to-date return despite a significant rally in broader North American indices. The fund discusses its top contributors—Alphabet Inc. (GOOG)ICON Plc. (ICLR), and General Dynamics (GD)—and its largest detractors, including Fiserv Inc. (FI) and Novo Nordisk (NVO). Furthermore, it expands into a philosophical defense of free-market capitalism and global free trade, arguing that these principles are essential for human progress and peace, while warning against the dangers of state intervention, protectionism, and the appeal of socialism. Finally, the text concludes with specific critiques of Canadian economic policy, advocating for the removal of protectionist measures and interprovincial trade barriers to foster greater national prosperity.

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The Scorecard PodcastBy GreensKeeper Asset Management