Playing the plan: Mawer's Canadian equity portfolio | EP32

episode

Art of Boring not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

recent transcribed audio

A.I. Safety Goes Mainstream + a ‘Hard Fork’ Exit AMA 1h 25m · 18 Sep 2026 · Hard Fork

Layoffs at the Kansas City Star will hurt local communities 15 min · 18 Sep 2026 · Kansas City Today

AWP: Beyond the Exam Room: Purpose, Myopia, and Population Health 54 min · 17 Sep 2026 · EyeCode Media

Planning Commission Meeting - Sep 17, 2026 1h 11m · 17 Sep 2026 · Leesburg Planning Commission

Heritage Commission - Sep 14, 2026 1h 57m · 17 Sep 2026 · Loudoun County Board Committees and Advisory Boards

Historic District Review Committee - Sep 14, 2026 1h 36m · 17 Sep 2026 · Loudoun County Board Committees and Advisory Boards

Report any issue

Source

Recorded03 Apr 2019

Publisherfeeds.libsyn.com ↗

Handlerec:8567412

Show notes

Director of Research and Canadian equity lead manager Vijay Viswanathan discusses the overall Canadian economy, cozy oligopolies, and the amount of foreign exposure in the portfolio.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related