All posts by PE Podcasts

#HashtagFinance, Podcasts

Anish Chopra on Why You Need to Understand Risk Tolerance

Audio

CSE’s Phillip Shum was recently joined by Anish Chopra, Managing Director at Portfolio Management Corporation, to discuss his market perspectives based on a 20+ year career in asset management.

In this discussion, Anish shares how he sets himself up to recognize good opportunities in bad markets (3:24), why fundamentals are the key entry-point to investing in 2020 (4:55), and why it is imperative to understand risk tolerance before determining a fit with a financial advisor (6:26).

Listen until the end to hear Anish’s thoughts on the differences between the US and Canadian investment landscape, and his professional journey that has led him to being one of the most respected market commentators in Canada.

#HashtagFinance, Podcasts

Peter Hodson on the 103,000 Answers He Has for DIY Investors

Audio

CSE’s Phillip Shum recently sat down with Peter Hodson, the founder of 5i Research, and former Chairman of Sprott Asset Management, to discuss what he’s learned over his 50 years of investing experience.

In this discussion, Peter shares the feeling he gets finding the little gems that turn into the “next big thing” (2:29), how his firm has answered over 103,000 questions from DIY investors, (7:08), and his explanation as to why a value investment isn’t necessarily a cheap investment (10:12).

Listen until the end to hear Peter’s thoughts on why there’s always something to worry about (in investing), and how to combat that with a long-term investment plan. Peter also shares his insights on “FANG” stock and why he believes their value may be immune to government intervention.

Subscribe:  Apple Podcasts / Spotify / SoundCloud / Stitcher / Google Play / RSS
#HashtagFinance, Podcasts

Rana Vig on How to Maintain Investor Interest 365 Days a Year in Mining

Audio

CSE’s James Black and Barrington Miller (!) both recently sat down with Blue Lagoon Resources Inc. CEO Rana Vig to discuss the company’s new listing (CSE:BLLG) on the CSE and the lessons he’s learned through the first 10 years of his capital markets career.

In this discussion, Rana shares the origin of the company’s name and offers the “best” advice ever shared on #HashtagFinance (2:58), the importance of keeping investor attention year-round (4:27), and why he insists on being the “dumbest” person in the room (10:45).

Subscribe:  Apple Podcasts / Spotify / SoundCloud / Stitcher / Google Play / RSS
#HashtagFinance, Podcasts

Chris Bursey on the Technical Solution for Better Beer Management

Audio

CSE’s James Black recently sat down with Chris Bursey, CEO of Direct Communication Solutions, Inc. (CSE:DCSI), to reflect on the company’s innovations in the IoT space and recent public listing on the CSE.

In this discussion, Chris shares the motivating factors behind choosing public capital over venture capital (1:36), DCSI’s plans to revolutionize the bar and restaurant industry through better beer monitoring (2:57), and how he transitioned into entrepreneurship after serving on aircraft carriers as an air traffic controller (7:34).

Listen until the end to hear about Chris’s “Grizzly Bear Theory” and the burden (and honour) of being the head of an organization.

Subscribe:  Apple Podcasts / Spotify / SoundCloud / Stitcher / Google Play / RSS
#HashtagFinance, Podcasts

Andrew Jappy on How Trading Technology is Impacting Today’s Investor

Audio

Andrew Jappy, Managing Director of Canada for Iress, recently joined James Black to chat about his recent appointment with the company and to discuss the challenges of deploying order routing solutions for Canada’s multi-market environment.

In this discussion, Andrews shares his theory as to why Canada has 16(!) trading venues (3:15), the basics behind “dark pools” and how they operate (5:38), his observations from the “Flash Boys” phenomena (8:30), and whether he thinks retail investors still stand a chance against pro traders (10:03).

Listen until the end to learn about Andrew’s globe-spanning career in financial IT, as well as his thoughts on the exciting changes and opportunities he sees in a rapidly-evolving financial technology sector.

#HashtagFinance, Podcasts

Mo Lidsky on How to Find Conflict-Free Financial Advice (and Avoid Snake Oil!)

Audio

CSE’s Phillip Shum recently sat down with Mo Lidsky, CEO of Prime Quadrant, to discuss the market perspectives he has earned through advising 120 ultra-high net-worth families comprising $15 billion in assets under management.

In this discussion, Mo shares how his own challenge in obtaining unbiased, conflict-free investment advice led him to start Prime Quadrant (0:57), why his firm is applying a “super protective” mindset during these rising markets (5:09), his common principles and best practices for investing (10:39), and why it is potentially dangerous to apply recency bias when investing in fixed income products (14:42).

Listen until the end to hear how Mo’s own encounter with a fraudster led him to research and write his new book, “Selling Snake Oil” (19:03), and how he has leveraged his family office network to support his philanthropic efforts every year at the Prime Quadrant Conference (24:14).

Subscribe:  Apple Podcasts / Spotify / SoundCloud
/ Stitcher / Google Play / RSS

 

#HashtagFinance, Podcasts

Ian Tennant on How to Earn Investor Attention with Your Next Press Release

Audio

CSE’s Phillip Shum recently caught up with Ian Tennant, Co-Founder and Director of Newsfile Corp., to reflect on the company’s origins starting 20 years ago.

In this chat, Ian shares how the Sarbanes-Oxley Act presented an opportunity for a new, national newswire service (1:04), his tips to maximize the most important real estate of a press release (4:00), and the key ingredients to reaching both Canadian and US investors (8:09).

Subscribe:  Apple Podcasts / Spotify / SoundCloud
/ Stitcher / Google Play / RSS
#HashtagFinance, Podcasts

Helen Bilhete on How to Build Courage in Sales and Stand Out on Bay Street

Audio

CSE’s Grace Pedota recently caught up with Helen Bilhete, Head of Corporate Development at Newsfile, to discuss her recent experience at the “boutique” newswire service and her other career endeavors, including acting.

During this chat, Helen shares her perspective on how newswire services work a lot like courier systems (3:10), the journey she underwent to build courage and success in sales (8:55), and the distinct benefits of not being afraid to “stand out” on Bay Street (12:34).

Subscribe:  Apple Podcasts / Spotify / SoundCloud
/ Stitcher / Google Play / RSS
#HashtagFinance, Podcasts

John Clarke on the Final Mile Delivery Solution – Just in Time for the Holidays

Audio

CSE’s James Black recently sat down with John Clarke, VP of Sales and Marketing at PUDO Inc. (CSE:PDO), to discuss the challenges presented by eCommerce through the “final mile” of fulfillment (1:46), the environmental impact of limiting missed deliveries (5:43), and the unique challenges of urban versus suburban delivery (8:03).

Listen until the end to hear about John’s experience at Google, what it means to bring a “scrappy” mentality to sales, and how big etailers like Amazon and Walmart stand to benefit from a final mile solution like PUDO Point.

Subscribe:  Apple Podcasts / Spotify / SoundCloud / Stitcher / Google Play / RSS
#HashtagFinance, Podcasts

Joel Shacker on Three Key Reasons Mota is Cultivating Cannabis in Colombia

Audio

CSE’s Barrington Miller recently sat down with Joel Shacker, CEO of Mota Ventures Corp. (CSE:MOTA), to discuss the company’s newly-listed cannabis cultivation business in Colombia.

In this discussion, Joel shares the three core reasons why Colombia is one of the ideal countries in the world for cannabis cultivation (2:04), the linguistic meaning behind the name “Mota” (6:07), and Joel’s many tips on what to eat while in Colombia (7:08).

Listen until the end to hear his perspective on what it means to work as a young CEO in a foreign country and Mota’s future plans to potentially expand the business beyond CBD.

Subscribe:  Apple Podcasts / Spotify / SoundCloud / Stitcher / Google Play / RSS