Art of Boring

podcast

Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients' fav...

Business 229 recordings 2018 → today Every two weeks updated 12h ago
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Private Equity: The Blurring Line Between Public and Private Markets | EP 227 contributed by Lukas · 12h ago
AI CapEx: How Hyperscalers Turn Data Centers Into Returns | EP 226 contributed by Lukas · 14 days ago
Memory, Part 3: Cyclicality, Leveraged EFTs, and Pricing Uncertainty | EP 225 contributed by Lukas · Aug 12
Memory, Part 2: The Risks from China, Technological Change, and Overcapacity | EP 224 contributed by Lukas · Aug 5
Memory, Part 1: From Boom-Bust Commodity to AI Bottleneck | EP 223 contributed by Lukas · Jul 29
Investing in the Build Canada Theme | EP 222 contributed by Lukas · Jul 22
Quarterly Update | Q2 2026 | EP 221 contributed by Lukas · Jul 15
Emerging Markets: Different Hats, Better Decisions, and Learning Faster | EP 220 contributed by Lukas · Jul 9
Global Equity: The Odyssey, the AI Trade, and Concentration Risk | EP 219 contributed by Lukas · Jul 2
Looking Under the Hood: Canadian Equity Concentration and Diversification | EP 218 contributed by Lukas · Jun 18
Looking Under the Hood: Canadian Equity Concentration and Diversification | EP 218 contributed by Lukas · Jun 17
Balanced Portfolios: A Market Tug of War and the Discipline to Stay Neutral | EP 217 contributed by Lukas · Jun 10
U.S. Mid-Cap: The Physical Economy Comeback, Capital Intensity, and Portfolio Positioning | EP 216 contributed by Lukas · May 14
U.S. Mid-Cap: The Physical Economy Comeback, Capital Intensity, and Portfolio Positioning | EP 216 contributed by Lukas · May 14
International Equity: Finding Quality Opportunities in Today's Market | EP.215 contributed by Lukas · Apr 30
Global Credit: Energy Shocks, AI Borrowing, and Signs of Stress | EP 214 contributed by Lukas · Apr 23
Quarterly Update | Q1 2026 | EP 213 contributed by Lukas · Apr 15
Global Equity: When the Voting Machine Overwhelms the Weighing Machine | EP 212 contributed by Lukas · Mar 25
U.S. Equities: Software, Security, and Shifting Regimes | EP 211 contributed by Lukas · Feb 19
Emerging Markets: AI "Picks and Shovels," ROIC, and the Great Supply Chain Reshuffle | EP 210 contributed by Lukas · Feb 12
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Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients' favour for over 50 years.

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