In this episode, Bill Harris and Bryden Teich discuss the recent rise of gold as an investment alongside the other trends of 2025. They discuss the history of gold as an investment, as well as the history of gold as a foundation of the monetary system. They also highlight some recent important developments that have contributed to the rise in gold prices and specifically how Avenue has been invested in gold for the past few years.

In this episode, Bill Harris and Paul Gardner discuss how the views of Avenue have aged since December 2024, how Avenue has navigated the tariff threats, the current strength of the market, and how the AI bubble has shifted the state of the market.

In this episode Bill Harris and Bryden Teich discuss the Avenue Q2 Quarterly Letter, famed investor Warren Buffett, detecting high quality businesses, and understanding capital intensity. With examples like Bell Canada, Constellation Software, and See’s Candy.

In this quarter's update Bill Harris and Paul Gardner discuss how to build resilient portfolios in light of ongoing tariff turmoil. Also, a brief look at Canada's fiscal strength relative to reckless spending in the US. »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» Subscribe now: http://ow.ly/QlkR50xYrl4 Check out our other insights: http://ow.ly/6CbS50xYrhz Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» About Avenue Investment Management: Avenue is an independent private client investment manager. The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.

In this episode Bill Harris and Bryden Teich discuss the Avenue 2024 Year End Letter and the outlook for 2025. One of the main topics discussed is the new Presidential Administration in the United States and the potential for rising tariffs. They further highlight Avenue's investment approach and the focus on investing in high quality businesses. Episode recorded on February 4th 2025

In this episode Bryden Teich and Bill Harris discuss the most recent Avenue Quarterly Letter where they talk about the difference between Valuing and Pricing a Business. This episode provides a Deep Dive on how Avenue filters for our investments, and provides an example with one of our long-term investments. Recorded on October 18th 2024 www.avenueinvestment.com

In this episode Matt Manara and Bill Harris discuss the recent increase in the price of gold during 2024 and how investors should be thinking about their gold investments.

In this episode Matt Manara and Paul Gardner provide an updated perspective on financial markets during the fist quarter of 2024. www.avenueinvestment.com https://avenueinvestment.com/our-stra... »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» Check out our other insights: https://avenueinvestment.com/insights... Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw

In this episode Bryden Teich and Bill Harris discuss the stock market during the first quarter of 2024. They also discuss some of the topics discussed in the Q4 2023 Avenue Investment Letter which is available at the below link: www.avenueinvestment.com/insights/q4-2023-annual-letter/ www.avenueinvestment.com »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» Check out our other insights: https://avenueinvestment.com/insights... Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» About Avenue Investment Management: Avenue is an independent private client investment manager. Our core investment strategy is an all-weather strategy designed to compound our client’s wealth over the long term. Avenue believes that owning high-quality businesses are the best investments to own. These businesses give us the highest probability of producing a consistent rate of return over time with the least amount of risk, regardless of the market environment. We achieve our results by owning select companies across diversified sectors in the economy that earn good returns on invested capital, which is the ultimate source of consistent profits. These profits that our investments generate are either reinvested within their business, driving future profits, or they are distributed to us shareholders as income. We aim to purchase our investments by paying what we determine to be a sensible price for each business. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle. The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.

In this episode Bryden Teich and Bill Harris discuss the equity market so far in 2023.

In this quarter's podcast Matt Manara and Paul Gardner have a discussion on recent events in the bond market.

In this episode Bill Harris and Bryden Teich discuss the state of the market heading into the final weeks of 2022.

In episode 19, Bill Harris and Bryden Teich discuss the state of the market so far in 2022 and how Avenue is positioning the portfolio for the current environment. »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» Subscribe now: http://ow.ly/QlkR50xYrl4 Check out our other insights: http://ow.ly/6CbS50xYrhz Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw

In our last podcast of 2021, Paul Gardner and Matt Manara give a recap of the year in the bond market and discuss why despite low interest rates bonds can still be an important investment for investors. Recorded on December 23rd 2021

In this quarter's podcast, Bill Harris and Matt Manara discuss the investment outlook for Q4.

In this quarter's podcast, Bill Harris and Bryden Teich discuss the inflation debate and whether or not the inflation we have seen thus far in 2021 is likely to persist. They also touch on the difference between goods versus asset inflation and how the distortive low interest rate environment continues to push up asset prices. They also discuss the outlook for the balance of 2021 and why the current market environment could be described as the "new normal".

In this episode, Bill Harris and Bryden Teich have an in-depth discussion about the relationship between inflation and the velocity of a money. Episode recorded on April 22nd, 2021

In the latest Avenue podcast Bill Harris and Bryden Teich provide a summary of the first quarter of 2021 and highlight some important take-a-ways from the most recent Avenue quarterly letter.

In the first episode of 2021, Bill Harris and Bryden Teich discuss Avenue's outlook for the year ahead. Throughout their conversation they highlight the dilemma that investors continue to face in a low interest rate world. Bryden touches on the persistent role that Central Banks are playing with their continued market intervention, while Bill highlights the type of investments that are included in the Avenue portfolio.

Matt Manara and Bryden Teich discuss the busy month of November for the markets and summarize how the 2020 election result and recent positive vaccine news are impacting different asset classes including stocks, bonds, and gold. Recorded on November 20th, 2020 »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» Subscribe now: http://ow.ly/QlkR50xYrl4 Check out our other insights: http://ow.ly/6CbS50xYrhz Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» About Avenue Investment Management: Avenue is an independent private client investment manager. At Avenue, we believe financial stability comes from our focus on getting solid returns reliably. That’s why we invest 100% of our own wealth alongside our clients’ wealth. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.