quarterly update
The 10 most recent episodes and tracks on this topic, about 3.8 hours of it.
Saves to your Listen queue, to pick up on another day or another device.
Pick anything below and it plays in the bar at the foot of the window — and keeps playing while you go on browsing the directory.
- Memory, Part 3: Cyclicality, Leveraged EFTs, and Pricing Uncertainty | EP 225Art of Boring11:56Notes
- Memory, Part 2: The Risks from China, Technological Change, and Overcapacity | EP 224Art of Boring18:19Notes
- Memory, Part 1: From Boom-Bust Commodity to AI Bottleneck | EP 223Art of Boring27:53Notes
- Investing in the Build Canada Theme | EP 222Art of Boring18:54Notes
- Quarterly Update | Q2 2026 | EP 221Art of Boring23:36Notes
- Emerging Markets: Different Hats, Better Decisions, and Learning Faster | EP 220Art of Boring33:01Notes
- Global Equity: The Odyssey, the AI Trade, and Concentration Risk | EP 219Art of Boring27:43Notes
- Looking Under the Hood: Canadian Equity Concentration and Diversification | EP 218Art of Boring17:26Notes
- Balanced Portfolios: A Market Tug of War and the Discipline to Stay Neutral | EP 217Art of Boring19:48Notes
- U.S. Mid-Cap: The Physical Economy Comeback, Capital Intensity, and Portfolio Positioning | EP 216Art of Boring28:26Notes
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