Welcome to Episode 7 of the Know What You Own Podcast.

On today's episode, we examine the role of gold in investment portfolios and explore the story behind its lasting value throughout history.

Welcome to Episode 6 of the Know What You Own Podcast.

On today’s episode, we unpack the PepsiCo portfolio, trends in consumer packaged goods, and the opportunity ahead for one of the global leaders in snacks and beverages.

Welcome to Episode 5 of the Know What You Own Podcast.

On today’s episode, we explore the corporate history behind The Walt Disney Company, how it created some of the most iconic brands and franchises in entertainment, and the business case for its vast intellectual property.

Episode Resources

Levy, L. (2016). To Pixar and beyond: My unlikely journey with Steve Jobs to make entertainment history. Houghton Mifflin Harcourt.

Iger, R. (2019). The ride of a lifetime: Lessons learned from 15 years as CEO of the Walt Disney Company. Random House.

Welcome to Episode 4 of the Know What You Own Podcast.

On today’s episode, we unpack the rise of alternative investments and the distinct risks they pose compared to traditional long-term investing in public markets.

Welcome to Episode 3 of the Know What You Own Podcast.

On today's episode, we discuss the utility of bonds in a balanced portfolio and the impact of interest rates and credit spreads.

Welcome to Episode 2 of the Know What You Own Podcast.

On today's episode, we explore the Canadian railroads and what the proposed merger between Union Pacific and Norfolk Southern could mean for the North American freight market.

Welcome to Episode 1 of the Know What You Own Podcast.

On today's episode, we explore the history of the Canadian railroads and the financial engines that drive these companies.

Episode Resources

Bruce, H. (1997). The pig that flew: The battle to privatize Canadian National. Douglas & McIntyre.

Green, H. (2018). Railroader: The unfiltered genius and controversy of four-time CEO Hunter Harrison. Page Two Books.