Conversations at GFI

By GFI Investment Counsel

Join us as we discuss current events and investment topics.

Learn more at: https://www.gfiic.com/... more

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FAQs about Conversations at GFI:

How many episodes does Conversations at GFI have?

The podcast currently has 23 episodes available.

Conversations at GFI episodes:

November 27, 2024E13: Gell-Mann Amnesia, Colombian Gold Mine Plunder, Bell's Challenges
(00:00) Intro

(01:07) Gel-Mann Amnesia

(08:26) Colombian Gold Mine Plunder

(16:01) Bell's Challenges and Capital Allocation

(26:58) Disclaimers

Have any questions or suggestions? Email us at [email protected]!
...more
28min
November 04, 2024 E12: Death of Cable TV, Rogers' Questionable Capital Allocation, Government Mismanagement
(00:00) Intro
(01:00) Death of Cable Television
(06:30) Rogers' Capital Allocation Decision
(11:00) Government Mismanagement

Email us with any questions at [email protected]!
...more
25min
October 04, 2024 E11: Increase in Gambling, Tracking Investors We Respect, Couche-Tard's Acquisition Offer
(00:00) Intro
(01:20) Increase in gambling
(12:50) Tracking investors we respect
(19:32) Alimentation Couche-Tard's acquisition offer for Seven-Eleven
(25:45) Disclaimers
...more
27min
September 03, 2024 E10: 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
33min
July 17, 2024 E9: 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
31min
June 19, 2024 E8: 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
32min
May 22, 2024 E7: 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
28min
April 29, 2024 E6: Tesla Outlook, Biohacking Trend, Geographical Diversification
Have any questions you want us to discuss on the podcast? Email us at [email protected].
...more
22min
April 12, 2024 E5: 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
24min
March 28, 2024 E4: 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
27min

FAQs about Conversations at GFI:

How many episodes does Conversations at GFI have?

The podcast currently has 23 episodes available.