Episodes

Aug. 3, 2022

Its (not) a stock pickers market!

In today’s episode Greg and Colin talk about stock picking. Given where markets have been trading we keep hearing about how you need to be a stock picker and be nimble in volatile markets. Listen in to find out if that is tr…
July 27, 2022

A Penny Phillips for your thoughts…

In today’s episode Greg and Colin interview Penny Phillips. Penny is a repeat guest to the show and is the founder of Journey Strategic Wealth. Penny shares with us her insight on how people should work with their financial …
July 20, 2022

Worst start since 1970…what’s your plan?

In today’s episode Greg and Colin discuss how stock markets have had their worst start to a calendar year in over 50 years. Those are facts, but what do you do about it as an investor? Listen in to find out.
July 13, 2022

Talk’n Trusts with Kat Ratcliffe

In today’s episode Greg and Colin interview Katherine Ratcliffe. Kat is a partner and lawyer with Lindsey MacCarthy LLP, who specializes in will and estate planning. Kat talks about the pro’s and con’s of estate planning. E…
July 6, 2022

KISS, keep it simple…

In today’s episode Greg and Colin answer the question about what to do now, during a bear market. Keep it simple! Listen in to find out more and enjoy the show!
June 29, 2022

Estate Planning Pitfalls with Judd

In today’s episode Greg and Colin interview Judd Blitt from Lindsey MacCarthy LLP. Judd is a lawyer who specializes in estate litigation, he shares with us some pitfalls of estate planning and how to avoid them. Enjoy the s…
June 22, 2022

Talking Energy with Rafi Tahmazian

In today’s episode Greg and Colin interview Rafi Tahmazian. Rafi, a senior portfolio manager and Director with Canoe Financial, is a fund manager and well recognized expert in energy investing. Rafi gives us his outlook on …
June 15, 2022

Do you have ‘Headline Stress Disorder’?

In today’s episode, Greg and Colin talk about headline stress disorder. What is it? What to do about it? Strategies to help you avoid being overwhelmed by the news, how to cope when all the negative news is triggering you. E…
June 8, 2022

Spring Cleaning your Investment Plan

In today’s episode, Colin shares some advice on cleaning up some of the nagging financial issues that you might have. Discussing budgeting, financial planning, estate planning and ultimately ending with a top 10 list of thin…
June 1, 2022

The (annual) death of the 60/40 portfolio…

In today’s episode Greg and Colin talk about the fate of the 60/40 portfolio. Lately there has been a lot of financial commentary on how this strategy may not be as effective as it has been in the past. Listen in to find out…
May 25, 2022

You left it in cash???

In today’s episode Greg and Colin talk about the fear of a down market and the cost of recovery. Some say it is a stock pickers market, but how can it be a stock pickers market when the market is going down? Why is it not a …
May 18, 2022

Atomic Habits, a book review!

In today’s episode Greg and Colin talk about habits and habit forming. Doing a short book review of Atomic Habits by James Clear. Your outcomes are a lagging measure of your habits, be it physical, financial or other. Enjoy …
May 11, 2022

Dollars to Doughnuts, it’s volatility!

In today’s episode Greg and Colin review volatility. There certainly is a lot of it in the markets right now, but is it normal? Listen in for tips on what to do during times like this. Enjoy the show!
April 27, 2022

My stocks are down, my bonds are down…what do I do?

In today’s episode Greg and Colin discuss questions that they are getting from investors. With a tough start to the stock market and the bond market at the same time investors are looking for answers on what to do about it. …
April 20, 2022

Flying Solo with Shay Kshatriya

In today’s episode Colin interviews Shay Kshatriya. Shay is Director of Investment Strategies for North America at Russell Investments. Colin and Shay talk about the rise in interest rates, inflation, where the bond market i…
April 13, 2022

‘Mean Reversion’ is not mean…

In today’s episode Greg and Colin talk about Mean Reversion, bonds and Cathie Wood. How mean reversion applies to the current bond market and also looking at performance calculations. Discussing the difference between arithm…
April 6, 2022

What do you mean my bonds are down?

In today’s episode Greg and Colin look at the current bond market. The start of this calendar year has many investors asking questions about bonds, why do we own them, why are they down..etc. An interesting discussion, enjoy…
March 30, 2022

Boom Bust Economy

In today’s episode Greg and Colin talk about what a boom bust economic cycle is. Looking at the expansion through to the trough of each market and economic cycle and how that relates to the current price of oil. Enjoy the …
March 23, 2022

Franchise vs Licensing

In today’s episode Colin and Paige continue the franchise discussion with Sam Khajeei. Sam is a partner with Lindsey McCarthy LLP, specializing in franchise law. Sam talks at length about the differences between the franchis…
March 16, 2022

So, you want to buy a franchise…

In today’s episode Steve Molina and Colin Andrews interview Sam Khajeei about becoming a franchise owner. Sam is a partner with Lindsey MacCarthy LLP and specializes in helping people buy and sell franchises. Enjoy the show!
March 9, 2022

Factor Investing & The Coefficient of Determination!

Today’s episode focuses on the Fama/ French Factor Model(s). Greg and Colin talk about what the factors of return are and what return premiums have been generated by each of those factors over time. Enjoy the show!
March 2, 2022

Fun with Factors of Return!

In today’s episode Greg and Colin look at factors of return. Discussing the evolution from the Capital Asset Pricing Model (CAPM) to the Arbitrage Pricing Theory (APT) and ultimately the Fama/ French Factor Model. A technic…
Feb. 23, 2022

CAPM and Expected Return [E(Rm)-rf]

In today’s episode Greg and Colin talk about some fundamentals of Modern Portfolio Theory. Digging into the Capital Asset Pricing Model (CAPM) and Expected Return. Enjoy the show!
Feb. 16, 2022

Volatility Explained - What is Heteroskedacity?

In todays episode Greg and Colin discuss volatility. How important is it, why is there so much volatility in the stock markets lately, how is it measured, and what can you do about it? Enjoy the show!