Different Makes A Difference®

Markets continue to climb despite no shortage of uncertainty, so what should investors be watching? Stephen Boland and Laura McAlear explore the investment implications of AI, elevated interest rates and tariffs, while revisiting the quarter’s standout performers and stocks that struggled.
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Learn more about the podcast here:
https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.
 
Odlum Brown is a Member of the Canadian Investor Protection Fund.
 
Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

Credit cards are an essential part of the global payments ecosystem, but what makes companies like Visa and Mastercard such compelling businesses? In this episode, Equity Analysts Stephen Boland and Steven Zicherman explore the growth drivers behind the industry, from the ongoing shift away from cash to the rise of value-added services. They also discuss competitive threats and emerging technologies such as stablecoins.

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Learn more about the podcast here:
https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.
 
Odlum Brown is a Member of the Canadian Investor Protection Fund.

In this episode, Odlum Brown’s Chief Investment Officer, Murray Leith, discusses why the investment relationships shaped by the last 40 years of falling inflation and interest rates may no longer apply. Drawing on themes such as rising inflation, higher capital spending and changing market leadership, Murray explains why price, diversification and positioning differently may matter more in the years ahead.
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Learn more about the podcast here:
https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.
 
Odlum Brown is a Member of the Canadian Investor Protection Fund.
 
Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

Canadian banks have been among the best investments in Canada for decades – but should they remain core holdings today? In this episode, Equity Analysts Stephen Boland and Trevor Chang discuss the strengths that have made the banks portfolio staples, including their profitability, resilience and attractive dividends. But with higher valuations and ongoing macroeconomic uncertainties, how should investors position themselves in this sector?

Mentioned in this episode:
Power Capital: https://podcasts.apple.com/us/podcast/insuring-returns-with-premium-picks/id1804206147?i=1000736475290
Moody's: https://podcasts.apple.com/ca/podcast/moodys-standing-firm-in-an-ai-world/id1804206147?i=1000758427591

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Learn more about the podcast here:
https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.
 
Odlum Brown is a Member of the Canadian Investor Protection Fund.
 
Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

While most investors chase the latest market darlings, Equity Analysts Stephen Boland and Cory O'Krainetz discuss Veralto, a little-known but essential name in clean water. A Danaher spinoff with a razor/razor-blade business model, Veralto is deeply embedded in the systems that keep our water clean and our food and pharmaceutical labels trustworthy. Tune in to hear why this mission-critical business, trading well below its historical valuation, is one of the market's under-appreciated long-term opportunities.

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Learn more about the podcast here:
https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.
 
Odlum Brown is a Member of the Canadian Investor Protection Fund.
 
Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference