Episode 51: Update on Active Vs. Passive & Global Banking Solvency

In this Episode, James Parkyn & François Doyon La Rochelle discuss the following subjects:

·         In the news: Global Banking Solvency

·         Main Topic : Update on Active Vs. Passive

In this episode, we invite our listeners to check our latest feature below. For the first time we share the Podcast Script which was a request from some of our audience.

Read The Script:

1)   INTRODUCTION:

François Doyon La Rochelle: You’re listening to Capital Topics, episode #51!

This is a monthly podcast about passive asset management and financial and tax planning ideas for long-term investor. Your hosts for this podcast are James Parkyn and me François Doyon La Rochelle, both portfolio managers with PWL Capital.

In this episode, we will discuss the following points:

For our first topic, we will discuss news on bank solvency. 

And next, for our main topic, we will give you an update on the results of active management versus passive for 2022. 

 Enjoy!

1)  IN THE NEWS: GLOBAL BANKING SOLVENCY

 François Doyon La Rochelle: Our first topic today is news about Bank Solvency. James, you will address the major news story of the failure of Silicon Valley Bank, also known by the acronym SVB, in the US and the fear of contagion spreading to other US and International banks, especially after the news of the forced merger of the Credit Suisse bank with UBS in Switzerland. Credit Suisse bank was among the top 30 globally systemic important banks. Now, many of our Listeners are wondering: Is this the beginning of a major Banking crisis as we saw 15 years ago in 2008-2009 with the Global Financial Crisis?…Read More