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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 Fourteen | December 12, 2024
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?
Apple
Spotify
Any superiority an investment process may have will only emerge with time, so patience is important.
NICK SLEEP
