Portfolio Manager Michelle Smith joins the podcast to give a general overview of the main asset classes, the advantages and disadvantages of each one and how we utilize them at BCV.
Tony sits down with fellow portfolio manager Todd Johnson to discuss one of the core philosophies at BCV, dividend growth investing. The two discuss how it is an effective long term strategy and give examples of some dividend growing stocks.
Portfolio Manager Cory Lang joins Tony Demarin on the podcast to discuss behavioural finance. The two break down some of the most common biases into cognitive and emotional biases, giving examples of each.
Tony Demarin sits down with Chris Richard, head of fixed income at BCV Asset Management to discuss how the firm trades bonds, the role of the central bank and his expectations for inflation.