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Welcome to The Holler by CIBC Capital Markets. This podcast series features key insights and interesting research calls across our international equity platform.... more
FAQs about The Holler:How many episodes does The Holler have?The podcast currently has 22 episodes available.
March 12, 2021The golden cross: re-imagining gold as an ESG investmentA discussion with Terry Heymann, Chief Financial Officer at the World Gold Council on the WGC’s 51 Responsible Gold Principles and the decade long evolution of ESG within the gold mining industry....more32minPlay
March 08, 2021The institutionalization of cryptocurrency – a discussion with Phil Sham, CEO and Co-Founder of AquanowA conversation with Phil Sham, CEO and Co-Founder of Aquanow to discuss the current landscape for investment in cryptocurrency as both corporates and institutions are beginning to legitimize its use as a store of value....more31minPlay
February 12, 2021The shining dawn: investing in gold as an alternative reserve currency in a new world economyHelen Hayes in conversation with John Reade, Chief Market Strategist at the World Gold Council about their outlook for gold. We chatted about the Robinhood phenomenon, cryptocurrency, inflation, global supply demand dynamics and how this will drive the metals' performance in our new world economy....more34minPlay
February 02, 2021Navigating through a tempest – a discussion on the DRAM and memory marketHelen Hayes in conversation with top ranked CIMB analyst Wonsik Lee about the state of the DRAM & memory market and why he believes we will see a rebound in pricing and supply/demand dynamics due to stronger than expected 5G smartphone demand and increasing DRAM orders....more18minPlay
January 26, 2021A light at the end of the tunnel: the outlook for Canadian real estate propertiesHelen Hayes recently sat down with Jon Love, Founder and CEO of KingSett Capital to discuss the state of Canadian real estate across office, retail, industrial, residential, urban and hotel properties....more24minPlay
January 22, 2021The 1st inning of digital transformation: Teladoc – a top pick going into 2021The waiting room – best ideas in healthcare....more19minPlay
January 19, 2021The global reshuffle: the potential onshoring of the smartphoneA discussion with CIMB’s Raymond Kwok on China’s smartphone supply chain and the impact of the US sanctions....more15minPlay
December 30, 2020Walking quietly into 2021A discussion on the year ahead in North America with CIBC Economists Katherine Judge & Royce Mendes...more24minPlay
December 03, 2020Investing in the future of intangibles: the value of human capital and the CIBC Human Capital IndexHelen Hayes in conversation with renowned behavioral economist, Dan Ariely Ph.D., Irrational Capital....more35minPlay
November 27, 2020A most unusual yearHelen Hayes in conversation with Roman Dubczak, Head of Global Investment Banking at CIBC Capital Markets. A review of trends in 2020 and thoughts on the year ahead....more30minPlay
FAQs about The Holler:How many episodes does The Holler have?The podcast currently has 22 episodes available.