Avenue Insights

Avenue Insights

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Avenue Insights episodes

  • Geopolitical Tension and The AI Boom || Avenue Insights
    Through the first quarter of 2026, the market has been shifted drastically by euphoric feelings over the AI boom, and the increased geopolitical tension. Today, Bryden Teich and Bill Harris, break down how these major economic factors, alongside others, have changed the market norms and how it is reflected in Avenue's portfolio.
    25 min
  • The Canadian Investment Landscape || Avenue Insights
    In this episode Bill Harris and Bryden Teich discuss the ever-changing Canadian investment landscape in light of the new economic policies from the Canadian government announced in their 2025 budget. They also discuss the Avenue Q4 letter and the outlook for Canadian investing in 2026.
    15 min
  • Episode 32 || The Rise of Gold in 2025 || Avenue Insights

    In this episode, Bill Harris and Bryden Teich discuss the recent rise of gold as an investment alongside the other trends of 2025. They discuss the history of gold as an investment, as well as the history of gold as a foundation of the monetary system. They also highlight some recent important developments that have contributed to the rise in gold prices and specifically how Avenue has been invested in gold for the past few years.

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    Visit our website: https://avenueinvestment.com/
    Avenue's Quarterly Letter: https://avenueinvestment.com/category...
    For Wealth Management services: https://avenueinvestment.com/wealth-m...
    Check out our other insights: https://avenueinvestment.com/insights/
    Follow Us On LinkedIn: http://ow.ly/33ZD50xYrtw

    About Avenue Investment Management:
    Avenue is an independent private client investment manager. At Avenue, we believe financial stability comes from our focus on getting solid returns reliably.

    We also believe in doing our own research—instead of taking someone else’s word for it, and we encourage all viewers, clients, and fellow investors to do the same.

    Learn more about the Avenue team and our strategy: https://avenueinvestment.com/our-team/

    All material is Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the permission of Avenue Investment Management.

    21 min
  • Being Right For The Wrong Reason
    In this episode, Bill Harris and Paul Gardner discuss how the views of Avenue have aged since December 2024, how Avenue has navigated the tariff threats, the current strength of the market, and how the AI bubble has shifted the state of the market.
    19 min
  • EP 30 | Q2 2025 Quarterly Letter

    Read the quarterly letter: https://avenueinvestment.com/insights/quarterly-letters/q2-2025-quarterly-letter/

    Visit our website: https://avenueinvestment.com/

    Check out our other insights: https://avenueinvestment.com/insights/

    Subscribe to the AIM YouTube Channel: https://www.youtube.com/@avenueinvestmentmanagement9557

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    All material is Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the permission of Avenue Investment Management.

    17 min
  • ep 29 | Second Quarter Market Update
    In this quarter's update Bill Harris and Paul Gardner discuss how to build resilient portfolios in light of ongoing tariff turmoil. Also, a brief look at Canada's fiscal strength relative to reckless spending in the US.
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    Subscribe now: http://ow.ly/QlkR50xYrl4
    Check out our other insights: http://ow.ly/6CbS50xYrhz
    Connect with Avenue
    LinkedIn: http://ow.ly/33ZD50xYrtw
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    About Avenue Investment Management:
    Avenue is an independent private client investment manager.
    The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.
    16 min
  • ep 28 | Trade War Redux - 2025 First Quarter Update

    About Avenue Investment Management: 
    Avenue is an independent private client investment manager. Our core investment strategy is an all-weather strategy designed to compound our client’s wealth over the long term. Avenue believes that owning high-quality businesses are the best investments to own. These businesses give us the highest probability of producing a consistent rate of return over time with the least amount of risk, regardless of the market environment. We achieve our results by owning select companies across diversified sectors in the economy that earn good returns on invested capital, which is the ultimate source of consistent profits. These profits that our investments generate are either reinvested within their business, driving future profits, or they are distributed to us shareholders as income. We aim to purchase our investments by paying what we determine to be a sensible price for each business. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle. 

    Disclaimer:
    The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.

    27 min
  • ep 27 | A Deep Dive on Valuing vs. Pricing a Business

    Check out our other insights:  

    https://avenueinvestment.com/insights...

    Connect with Avenue

    LinkedIn: http://ow.ly/33ZD50xYrtw

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    About Avenue Investment Management:

    Avenue is an independent private client investment manager.  

    Our core investment strategy is an all-weather strategy designed to compound our client’s wealth over the long term. Avenue believes that owning high-quality businesses are the best investments to own. These businesses give us the highest probability of producing a consistent rate of return over time with the least amount of risk, regardless of the market environment.  

    We achieve our results by owning select companies across diversified sectors in the economy that earn good returns on invested capital, which is the ultimate source of consistent profits. These profits that our investments generate are either reinvested within their business, driving future profits, or they are distributed to us shareholders as income.  

    We aim to purchase our investments by paying what we determine to be a sensible price for each business. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle.

    Disclaimer

    The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.

    32 min
  • ep 27 - Deep Dive Investing in Commodities

    About Avenue Investment Management: 

    Avenue is an independent private client investment manager. Our core investment strategy is an all-weather strategy designed to compound our client’s wealth over the long term. Avenue believes that owning high-quality businesses are the best investments to own. These businesses give us the highest probability of producing a consistent rate of return over time with the least amount of risk, regardless of the market environment. We achieve our results by owning select companies across diversified sectors in the economy that earn good returns on invested capital, which is the ultimate source of consistent profits. These profits that our investments generate are either reinvested within their business, driving future profits, or they are distributed to us shareholders as income. We aim to purchase our investments by paying what we determine to be a sensible price for each business. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle. 

    The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.

    27 min
  • ep 26 - Deep Dive on Gold Investing

    www.avenueinvestment.com 

    About Avenue Investment Management:

    Avenue is an independent private client investment manager.  

    Our core investment strategy is an all-weather strategy designed to compound our client’s wealth over the long term. Avenue believes that owning high-quality businesses are the best investments to own. These businesses give us the highest probability of producing a consistent rate of return over time with the least amount of risk, regardless of the market environment.  

    We achieve our results by owning select companies across diversified sectors in the economy that earn good returns on invested capital, which is the ultimate source of consistent profits. These profits that our investments generate are either reinvested within their business, driving future profits, or they are distributed to us shareholders as income. We aim to purchase our investments by paying what we determine to be a sensible price for each business. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle.

    The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.

    17 min

About Avenue Insights

From the publisher's feed

Avenue Insights is a podcast focused on discussing important topics in the world of investing and markets for Canadian investors. Based in Toronto, Avenue Investment Management is an independent…