Avenue Insights

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Avenue Insights is a podcast focused on discussing important topics in the world of investing and markets for Canadian investors. Based in Toronto, Avenue Investment Management is an independent private client investment manager.

Avenue Investment Management


    • Feb 12, 2025 LATEST EPISODE
    • infrequent NEW EPISODES
    • 24m AVG DURATION
    • 27 EPISODES


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    Latest episodes from Avenue Insights

    ep 28 | Trade War Redux - 2025 First Quarter Update

    Play Episode Listen Later Feb 12, 2025 26:55


    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. Disclaimer: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.

    ep 27 | A Deep Dive on Valuing vs. Pricing a Business

    Play Episode Listen Later Oct 29, 2024 31:03


    Check out our other insights:  https://avenueinvestment.com/insights...Connect with AvenueLinkedIn: 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.DisclaimerThe 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.

    ep 26 - Deep Dive on Gold Investing

    Play Episode Listen Later May 17, 2024 16:55


    www.avenueinvestment.com 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.

    ep 25 | First Quarter 2024 Market Update

    Play Episode Listen Later Mar 28, 2024 23:32


    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.

    ep 24 | First Quarter 2024 Investment Update

    Play Episode Listen Later Feb 16, 2024 23:23


    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 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.

    ep 23 | Third Quarter Market Update

    Play Episode Listen Later Nov 17, 2023 19:33


    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.

    Episode 21 - First Quarter Bond Market Discussion

    Play Episode Listen Later Apr 17, 2023 24:12


    About Avenue Investment Management: Avenue is an independent private wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the long-term. Our mission is to help you compound your wealth by generating consistent returns over time across all market environments. 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.

    Episode 20 - Markets at the end of 2022

    Play Episode Listen Later Dec 23, 2022 20:26


    Subscribe now: http://ow.ly/QlkR50xYrl4 Check out our other insights: http://ow.ly/6CbS50xYrhz Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw 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.

    Second Quarter 2022 Update

    Play Episode Listen Later Jun 7, 2022 14:25


    About Avenue Investment Management:Avenue is an independent private client investment manager based in Toronto. 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.

    Why are Bonds still important?

    Play Episode Listen Later Jan 8, 2022 28:42


    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 wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the long-term. Our mission is to help you compound your wealth by generating consistent returns over time, with as little risk as possible across all market environments.  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.

    Outlook for the Fourth Quarter

    Play Episode Listen Later Nov 18, 2021 25:34


    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 wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the long-term. Our mission is to help you compound your wealth by generating consistent returns over time, with as little risk as possible across all market environments. 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.

    The Inflation Debate

    Play Episode Listen Later Aug 2, 2021 26:10


    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 wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the long-term. Our mission is to help you compound your wealth by generating consistent returns over time, with as little risk as possible across all market environments. 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.

    Inflation vs. The Velocity of Money

    Play Episode Listen Later Apr 25, 2021 14:20


    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 wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the long-term. Our mission is to help you compound your wealth by generating consistent returns over time, with as little risk as possible across all market environments. 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.

    First Quarter Recap - Are Markets in a Sweet Spot?

    Play Episode Listen Later Apr 18, 2021 13:18


    Episode NotesEpisode recorded on April 15th, 2021Subscribe now: http://ow.ly/QlkR50xYrl4Check out our other insights: http://ow.ly/6CbS50xYrhz»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»About Avenue Investment Management:Avenue is an independent private wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the long-term. Our mission is to help you compound your wealth by generating consistent returns over time, with as little risk as possible across all market environments.  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.

    The Outlook for 2021

    Play Episode Listen Later Jan 21, 2021 10:02


    Episode recorded on January 15th, 2021Subscribe now: http://ow.ly/QlkR50xYrl4Check out our other insights: http://ow.ly/6CbS50xYrhzConnect with AvenueLinkedIn: http://ow.ly/33ZD50xYrtw»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»About Avenue Investment Management:Avenue is an independent private wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the long-term. Our mission is to help you compound your wealth by generating consistent returns over time, with as little risk as possible across all market environments.  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.

    November Market Update

    Play Episode Listen Later Nov 27, 2020 19:07


    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. Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

    The Bond Market View on Government Debt

    Play Episode Listen Later Oct 16, 2020 27:27


    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. 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.Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

    Second Quarter 2020 Recap

    Play Episode Listen Later Jul 24, 2020 27:24


    Subscribe now: http://ow.ly/QlkR50xYrl4Check out our other insights: http://ow.ly/6CbS50xYrhz Connect with AvenueLinkedIn: 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, and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.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.Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

    The Federal Reserve & Real Yields

    Play Episode Listen Later Jun 12, 2020 28:47


    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, and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it. 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.Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.

    What's Driving the Stock Market?

    Play Episode Listen Later May 22, 2020 31:33


    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, and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it. 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.

    Assessing the Bond Market : April 2020

    Play Episode Listen Later Apr 24, 2020 30:33


    Recorded on April 21, 2020DISCLAIMER:Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.This material represents Avenue’s intellectual property. No portion of this video may be published or re-transmitted without express permission of Avenue Investment Management.ABOUT US: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 and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.

    COVID-19 & The Markets

    Play Episode Listen Later Apr 4, 2020 34:45


    They discuss some of the policy reaction from governments and central banks around the world as well as recent moves in the US Dollar and the dynamics that are causing it.  They also touch on the movement in gold prices so far in 2020 and the broader outlook for stocks for the coming months.Recorded on April 3, 2020DISCLAIMER:Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.This material represents Avenue’s intellectual property. No portion of this video may be published or re-transmitted without express permission of Avenue Investment Management.ABOUT US: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 and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.

    Market Update #2: March 2020

    Play Episode Listen Later Mar 13, 2020 25:00


    Recorded on March 13, 2020DISCLAIMER:Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.This material represents Avenue’s intellectual property. No portion of this video may be published or re-transmitted without express permission of Avenue Investment Management.ABOUT US: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 and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.

    Market Update

    Play Episode Listen Later Feb 28, 2020 16:22


    Recorded on February 28, 2020DISCLAIMER:Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.This material represents Avenue’s intellectual property. No portion of this video may be published or re-transmitted without express permission of Avenue Investment Management.ABOUT US: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 and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.

    The Global Reach for Yield

    Play Episode Listen Later Feb 14, 2020 32:24


    Recorded on February 7, 2020DISCLAIMER:Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.This material represents Avenue’s intellectual property. No portion of this video may be published or re-transmitted without express permission of Avenue Investment Management.ABOUT US: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 and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.

    A Wave of Central Bank Liquidity

    Play Episode Listen Later Jan 31, 2020 34:56


    Recorded on January 23, 2020Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.This material represents Avenue’s intellectual property. No portion of this video may be published or re-transmitted without express permission of Avenue Investment Management.ABOUT US: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, and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.

    The 2020 Outlook for the Bond Market

    Play Episode Listen Later Jan 17, 2020 36:27


    Recorded on January 7, 2020Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcast are based on information available at the time and are subject to change without notice.This material represents Avenue’s intellectual property. No portion of this video may be published or re-transmitted without express permission of Avenue Investment Management.ABOUT US: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, and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.

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