Join us as we discuss current events and investment topics.
Learn more at: https://www.gfiic.com/... more
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Conversations at GFI
By GFI Investment Counsel
5
22 ratings
FAQs about Conversations at GFI:
How many episodes does Conversations at GFI have?
The podcast currently has 10 episodes available.
Conversations at GFI episodes:
September 03, 2024E10: The Importance of Relationships, Divergence in Canadian Banks, Speculative Bubbles Our commentary on NFTs, SPACs, and crypto from our 2021 Q1 Good Quarter: https://www.gfiic.com/wp-content/uploads/GoodQuarter_2021_Q1.pdf
(00:00) Opening + intro
(01:36) How we met one of our first clients and the power of relationships in life and business.
(13:26) The divergence in performance of Canadian banks
(24:02) NFTs, crypto, SPACs. Does history always repeat itself with speculative bubbles?
...more July 17, 2024E9: The True Cost of Owning Real Estate, Aging as an Investor, Better Ways to Trade Bonds? (00:00) Introduction
(01:10) The true cost of owning real estate
(12:00) Aging as an investor
(21:30) Better ways to trade bonds?
(30:00) Disclaimer
...more June 19, 2024E8: Investing in Fashion Brands, Real vs Nominal Pricing Power, How We Met (00:00) Opening + Intro
(01:03) Investing in Fashion Brands
(08:30) Real vs Nominal Pricing
(17:30) How Dan, Effie and Ram met
(31:00) Disclaimers
Have any questions? Email us at [email protected]!...more May 22, 2024E7: Traits of a Good Investor, Incentives Driving Results, Fall of TV Advertising (00:00) Opening + Intro
(01:00) What personality type makes a good investor?
(05:46) Incentives and Results
(13:57) Death of TV advertising
(22:38) Bonus round: Why do we hold on to stocks that haven't gone up?
(26:42) Disclaimers
Have any questions? Email us at [email protected]!
...more April 29, 2024E6: Tesla Outlook, Biohacking Trend, Geographical Diversification Have any questions you want us to discuss on the podcast? Email us at [email protected].
...more April 12, 2024E5: What Can Go Wrong With Indexing?, Companies Providing Quarterly Guidance, Investing Lessons From COVID-19 (00:00) Intro
(01:08) What can go wrong with indexing?
(11:28) Why do companies provide quarterly guidance?
(16:42) Investing lessons from COVID-19
(22:20) Disclaimers
Have any questions? Email them to us at [email protected].
...more March 28, 2024E4: Adoption Of New Technology, Commingling Of Investors And Operations, Why Do Investors Try To Make Macro Predictions? Have any questions you want answered on the podcast? Email us at [email protected]!
(00:00) Opening + intro
(01:03) Adoption of new technology
(09:55) Commingling of investor money with operations of the business in open ended investments.
(19:20) Why do investors try to make predictions about the economy?
(25:58) Disclaimers
...more March 15, 2024E3: Lessons From Charlie Munger, Railroads and Utilities, Capital Allocation (00:00) Opening + Intro
(01:25) Lessons From Charlie and Warren
(13:23) Railroads and Utilities
(19:20) Capital Allocation
(29:32) Disclaimers
...more March 05, 2024E2: Commodity Stocks, Businesses We Love But Passed On, How A.I. Impacts Our Investing To learn more about GFI Investment Counsel, visit www.gfiic.com.
(00:00) Opening + intro
(01:30) Guess this commodity stock
(08:51) Businesses we love but didn't buy
(17:31) A.I.'s impact on investing
(28:22) Disclaimers
...more February 20, 2024E1: Avoiding Permanent Impairment, Gripes With Alternative Assets, Is ESG Investing Dead? To learn more about GFI Investment Counsel, visit www.gfiic.com.
(00:00) Opening
(00:42) Introduction
(02:40) Boeing and getting blindsided by permanent impairment of earnings power
(15:07) Alternative assets and their suitability for individual investors
(26:09) Is ESG investing dead?
(35:13) Disclaimers
...more
FAQs about Conversations at GFI:
How many episodes does Conversations at GFI have?
The podcast currently has 10 episodes available.
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