Latest Pwlcapital Podcast Episodes
Episode #65: How to Invest When Markets Are Making New All-Time Highs and the Review of the UBS Global Investment Returns Yearbook 2024
Capital Topics - July 03, 2024 15:00 - 35 minutesIn this Episode, James Parkyn & François Doyon La Rochelle start by discussing what investors should be doing when markets are making new all-time highs. For their second topic, they review the 25th edition of the UBS Global Investment Returns Yearbook 2024 Summary Edition.
Episode #64: The Latest on the Magnificent Seven Stocks and Warren Buffet’s Annual Letter for Shareholders.
Capital Topics - June 05, 2024 14:00 - 30 minutesIn this Episode, James Parkyn & François Doyon La Rochelle start by giving an update on the performance of the Magnificent Seven stocks and how they have done year-to-date in 2024. Warren Buffett’s Annual Letter to Shareholders of Berkshire Hathaway.
Episode #63: Update on the Results of Active vs Passive Management for 2023 & Review of the 2024 Federal Budget and the New Rules That Affect Investors
Capital Topics - May 08, 2024 14:59 - 32 minutesIn this Episode, James Parkyn & François Doyon La Rochelle start by giving an update on the results of active vs passive management for 2023. They then review the 2024 Federal Budget and the New Rules that affect Investors.
Episode #62: The Parkyn – Doyon La Rochelle eBook Guide to the New Retirement
Capital Topics - April 10, 2024 15:00 - 27 minutesIn this Episode, James Parkyn & François Doyon La Rochelle present James’ latest eBook called “The New Retirement”
Episode #61: 2023 Update on PWL’s Expected Returns and a Review of Professor Scott Cederburg’s paper on life cycle asset allocation
Capital Topics - March 13, 2024 17:48 - 47 minutesIn this Episode, James Parkyn & François Doyon La Rochelle discuss the updated PWL long term expected returns on asset classes with PWL’s senior researcher Raymond Kerzérho. Then, they review with him a research paper from Professor Scott Cederburg on life cycle asset allocation.
Episode #60: 2023 Investing Lessons and the review of “The Price of Time” by Edward Chancellor
Capital Topics - February 14, 2024 16:00 - 28 minutesIn this Episode, James Parkyn & François Doyon La Rochelle will continue their yearly tradition and discuss the Investing Lessons of 2023 Then, they review “The Price of Time” by Edward Chancellor, a book that they highly recommend for all their listeners.
Episode #59: 2023 Capital Markets Year in Review and How to Measure Your Portfolio Performance
Capital Topics - January 17, 2024 14:49 - 27 minutesIn this Episode, James Parkyn & François Doyon La Rochelle will start the new year by covering the global capital markets performance for 2023. Then, they tackle how to measure your portfolio performance. Which goes hand in hand with the first topic. Links to share: Episode 48: 2022 In...
Year-End Tax Planning and Update on Canada’s Major Pension Plans
Capital Topics - November 22, 2023 16:00 - 32 minutesIn this Episode, James Parkyn & François Doyon La Rochelle will first discuss year-end tax planning strategies for investors in Capital Market Securities Then, they will chat with Raymond Kerzerho, PWL’s Senior Researcher, about his latest blog regarding Canada’s major pension plans. Links t...
The Powerful Advantages of Total Market ETF’s & Canada’s Tax System
Capital Topics - October 25, 2023 15:00 - 31 minutesIn this Episode, James Parkyn & François Doyon La Rochelle will address why we prefer using total market ETFs or mutual funds to build our portfolios rather than other investments solutions. They also share their thoughts on a real hot button issue for all Canadians, Taxes! Raising taxes on ...
RESP Withdrawal Planning and Investor Home Market Bias
Capital Topics - September 27, 2023 13:18 - 29 minutesIn this Episode, James Parkyn & François Doyon La Rochelle give a brief overview of how registered education savings plan works and what are the best strategies to tap into your RESP savings most efficiently. They also drill down into the stock component of your portfolio and on how much glo...
Mid-Year Review of Markets and Update on Inflation
Capital Topics - August 02, 2023 15:00 - 28 minutesIn this Episode, James Parkyn & François Doyon La Rochelle review the Market Statistics as of June 30,2023 and update their listeners on Inflation. Market Statistics – June 2023 : Market Statistics - Statistiques de marché (pwlcapital.com) Read The Script: 1) Introduction: François Doyo...
Investing Life Skills for Early Savers
Capital Topics - July 05, 2023 15:00 - 27 minutesIn this Episode, James Parkyn & François Doyon La Rochelle review the latest eBook authored by James Parkyn titled Investing Life Skills for Early Savers. This eBook is available on the Capital topics website and in our Team’s section on the PWL Capital website and will provide important lif...
Episode #53 : The Debate About a Balanced Portfolio of 60% Stocks and 40% Bonds and a Review of the C.D. Howe Report on RRIF Mandatory Withdrawal Rules
Capital Topics - June 07, 2023 13:00 - 33 minutesIn this Episode, James Parkyn & François Doyon La Rochelle discuss a recent report from the C.D. Howe Institute that highlights the need to revamp the rules surrounding Registered Retirement Income Funds (RRIFs) withdrawals. They also tackle the current debate over the classic way of buildin...
The New Tax-Free First Home Savings Account (FHSA) and Review of the Credit Suisse Global Investment Returns Yearbook 2023 - Summary Edition
Capital Topics - May 10, 2023 15:00 - 36 minutesDescription: In this Episode, James Parkyn & François Doyon La Rochelle revisit the basics of the recently launched Tax-Free First Home Savings Account (FHSA) and give their listeners some planning ideas. They also perpetuate their annual tradition and review of the 15th edition of The Cre...
Update on Active Vs. Passive & Global Banking Solvency
Capital Topics - April 12, 2023 15:00 - 35 minutesIn this Episode, James Parkyn & François Doyon La Rochelle discuss the following subjects: In the news: Global Banking Solvency Main Topic : Update on Active Vs. Passive In this episode, we invite our listeners to check our latest feature below. For the first time we share the Podcast Sc...
2023 Update on Expected Returns
Capital Topics - March 15, 2023 15:00 - 29 minutesIn this Episode, James Parkyn & François Doyon La Rochelle welcome back their dear colleague Raymond Kerzerho, PWL’s Senior Researcher & Head of Shared Services Research. Together they discuss the update of the Capital Market Assumptions for Expected returns titled “Financial Planning Assumption...
Ken French: Five Things I Know about Investing
Capital Topics - February 15, 2023 14:00 - 25 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: Main Topic: Ken French: Five things I know about Investing - « Five Things I Know About Investing » by Kenneth R. French : Five Thi...
2022 Investing Lessons and 2023 Outlook
Capital Topics - January 18, 2023 16:30 - 32 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: 2022 Market Statistics Main Topic: 2022 Investing Lessons & 2023 Outlook -Market Statistics – Parkyn Doyon La Rochel...
Update on Year-end Tax Planning for Capital Market Investors
Capital Topics - December 01, 2022 14:00 - 30 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle will discuss the following portfolio management and financial planning subject: Update on Year-end Tax Planning for Capital Market Investors Why aren’t more Canadians maxing out their TFSAs? — Capital Topics
Managing your Emotions in a sea of negative Financial Market Noise
Capital Topics - November 03, 2022 12:45 - 25 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Review of Q3 market results Main Topic: Managing your Emotions in a sea of negative Financial Market Noise How to Inves...
Bond Investing A New Landscape
Capital Topics - October 06, 2022 16:01 - 23 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Update on the new FHSA’S Main Topic: Bond Investing, the New Landscape Design of the Tax-Free First Home Savings Account - ...
Central Banks and Recessions
Capital Topics - September 08, 2022 14:21 - 36 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Bear Markets and tax-loss selling Main Topic: Central Banks: Policy making challenges and Recessions
Retirement Income Planning: Should Your Portfolio Withdrawals Vary with the Market?
Capital Topics - July 28, 2022 13:00 - 25 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: The Historical Benefit in Staying Invested in Bad Markets Main Topic: Retirement Income Planning: Should Your Portfolio Withd...
Bear Markets and Your Long-Term Investment Plan: How to Stay the Course
Capital Topics - July 14, 2022 19:00 - 26 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Q2 Review of Market Statistics Main Topic: Bear Markets and your Long-Term Investment Plan: How to stay the course
Active vs. Passive in Bear Markets
Capital Topics - June 16, 2022 12:00 - 29 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Warren Buffett’s Annual Letter to Shareholders Main Topic: Active VS Passive in Bear Markets
The Pre-Retiree Guide to the “New Retirement” - Part Two
Capital Topics - June 02, 2022 12:00 - 40 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: TFSA and the tax issues at death Main Topic: The Pre-Retiree Guide to the “New Retirement” - Part Two
The Pre-Retiree Guide to the “New Retirement” - Part One
Capital Topics - May 19, 2022 12:04 - 37 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: Update on TFSA’s, Misunderstandings, and Common Mistakes Main Topic: The Pre-Retiree Guide to the “New Retirement” – Part One...
Credit Suisse 2022 Global Investment Returns Yearbook Summary Edition Review
Capital Topics - May 05, 2022 13:00 - 32 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: Main Topic: Review of the Credit Suisse 2022 Global Investment Returns Yearbook
Update on Expected Returns
Capital Topics - April 21, 2022 13:00 - 32 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: First Quarter 2022 Market Statistics Main Topic: Update on Expected Returns with Guest Raymond Kerzerho Links: Market Sta...
The Bank of Mom and Dad and the Financial Help Given to Children to Buy Houses
Capital Topics - April 07, 2022 13:00 - 37 minutesIn this episode of Capital Topics, James Parkyn and François Doyon La Rochelle discuss the following portfolio management and financial planning subjects: In the News: The Bond Market Negative Returns YTD in 2022 Main Topic: The Pros and Cons of Gifting Money to Your Kids to Buy a House L...
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