Being Different: Why We’re Reducing AI Exposure

Being Different: Why We’re Reducing AI Exposure

Being different is hard, especially when everyone else is so confident in the consensus. We’ve felt this way before and we’re feeling it again in the popular and optimistic trading around artificial intelligence. In this episode, Chief Investment Officer Murray Leith and Equity Analyst Stephen Boland discuss some of the more controversial trades we’ve made recently and what signals we’re seeing that rhyme with past booms. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference [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 [http://www.odlumbrown.com/different-makes-a-difference]

Siding with Hardie: Why the Market is Wrong

Listen while Equity Analysts Stephen Boland and Cory O'Krainetz make the case for James Hardie Industries. Investor skepticism around a recent acquisition, combined with economic and real estate headwinds, has created an attractive entry point. The pair break down the long-term growth thesis for the company and explain our contrarian view that the selloff may be a great opportunity despite near-term concerns. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference [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 [http://www.odlumbrown.com/different-makes-a-difference]

Airbnb: The Accidental Startup That Changed Travel

From humble beginnings in 2007, Airbnb is now a global platform with over five million hosts across 220+ countries. In this episode, we break down the business model and where the company sees its next wave of growth. We also get into the risks: mounting city regulations on short-term rentals, stiff competition and a business that's vulnerable to changes in travel demand. Whether you're a seasoned investor, a curious traveler or just someone who is inspired by a startup that’s become a household name, we think you’ll enjoy this conversation. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference [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 [http://www.odlumbrown.com/different-makes-a-difference]

Moody's: Standing Firm in an AI World

In this episode, Equity Analysts Steve Boland and Trevor Chang make the case that credit rating agency Moody’s Corporation is more resilient to AI disruption than the market believes. With a century of credibility, in a global duopoly, and with deeply embedded proprietary software, Moody’s durable competitive advantages make it difficult to displace. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference [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 [http://www.odlumbrown.com/different-makes-a-difference]

Crude Awakening: Canadian Energy's Moment in a Disrupted World

With the ongoing conflict in the Middle East, oil is top of mind. Prices have soared, supply is constrained, and investors are assessing what it all means for the future. Against this turmoil, Canadian producers offer something increasingly scarce: stability. Join Equity Analysts Stephen Boland and Fai Lee as they break down where oil goes from here, how new technologies might impact our thesis, and which Canadian equities are best positioned in this volatility. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference [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 [http://www.odlumbrown.com/different-makes-a-difference]