Join the conversation

Conversations at GFI

Listen to the GFI investment team as they share their perspectives, experiences and expertise on a variety of different topics and gain a deeper understanding of how we think about investing, risk, and decision-making strategies that drive our investment process.

Listen to our episodes here

Episode Thirteen | November 27, 2024

Gell-Mann Amnesia, Colombian Gold Mine Plunder, Bell’s Challenges

Episode Twelve | November 4, 2024

Death of Cable TV, Rogers’ Questionable Capital Allocation, Government Mismanagement

Episode Eleven | October 4, 2024

Increase in Gambling, Tracking Investors We Respect, Couche-Tard’s Acquisition Offer

Episode Ten | September 4, 2024

The Importance of Relationships, Divergence in Canadian Banks, Speculative Bubbles

Episode Nine | July 18, 2024

The True Cost of Owning Real Estate, Aging as an Investor, Better Ways to Trade Bonds

Episode Eight | June 19, 2024

Investing in Fashion Brands, Real vs Nominal Pricing Power, How We Met

Episode Seven | May 22, 2024

Traits of a Good Investor, Incentives Driving Results, Fall of TV Advertising

Episode Six | April 29, 2024

Tesla Outlook, Biohacking Trend, Geographical Diversification

Episode Five | April 12, 2024

What Can Go Wrong With Indexing?, Companies Providing Quarterly Guidance, Investing Lessons From COVID-19

Episode Four | March 28, 2024

Adoption Of New Technology, Commingling Of Investors And Operations, Why Do Investors Try To Make Macro Predictions?

Episode Three | March 15, 2024

Lessons From Charlie Munger, Railroads and Utilities, Capital Allocation

Episode Two | March 5, 2024

Commodity Stocks, Businesses We Love But Passed On, How A.I. Impacts Our Investing

Episode One | February 12, 2024

Avoiding Permanent Impairment, Gripes With Alternative Assets, Is ESG Investing Dead?

Podcast_Icon_LG

Want to keep up with our episodes? Subscribe below:

GFI_Quote

Any superiority an investment process may have will only emerge with time, so patience is important.

NICK SLEEP