June 2025
Market Trends (2:39) | Oil, LNG Expansion (15:55) | Policy Impacting Canadian Energy (26:17) | Telecommunications Holdings: Rogers and Quebecor (33:57) | Drivers of Lifeco’s Performance (43:10) | Thesis on Empire and The North West Co. (48:47) | Views on Banks – Canada and abroad (58:40) | Gold: Featuring Franco Nevada (1:02:12) | Thesis on GSK (1:07:06)
March 2024
Kim Shannon, CFA, MBA Founder and Co-CIO