Episode 4 - “Blank Cheque” IPOs and the Differences Across Market Indexes

In this fourth episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following subjects:

  • In the news: the flurry of “blank cheque” IPOs (Special Purpose Acquisition Corporations or “SPACs”) in the U.S.

  • Indices underlying Asset Class ETFs are not all the same: make sure to always understand the underlying securities and indexing methodology.

  • The bad advice of the day: « Buy Small and Mid-Cap Healthcare stocks »

  • Listener’s question: “How do I, as an individual investor, replicate the investment strategies implemented by the large Canadian Pension Plan Models?


Episode 3 – Interview with Professor Sebastien Betermier

In this third episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following subjects:

  • An interview with Sébastien Betermier of McGill University about the Canadian Pension Model of investing

  • The good advice of the day: « Consider mutual fund and ETF risk ratings with caution »

  • Listener’s question: “How can I capture the small cap premium?”

Episode 2 – The US Elections

In this second episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following topics:

  • Review of asset class returns as of September 30, 2020

  • Should the US elections influence your portfolio strategy?

  • The new monthly income ETF from Vanguard (VRIF)

  • The bad advice of the day: “Expect a 10% return on your portfolio”

  • Listener’s question: Should I invest in international equity?

Introducing Capital Topics!

We’re delighted to launch Capital Topics, our new bi-weekly podcast about passive asset management and wealth building for the long term featuring our very own James Parkyn, François Doyon La Rochelle and Raymond Kerzérho.

Topics discussed:

  • Why this podcast and why now?

  • Our background and expertise

  • The broad themes this podcast will cover

  • Overview of the structure of our episodes

Enjoy, and let us know what you think!

Topics discussed:

  • Why this podcast and why now?

  • Our background and expertise

  • The broad themes this podcast will cover

  • Overview of the structure of our episodes

Enjoy, and let us know what you think!