5 episodes

Mr. Graham joins SmartBe with over 30 years of experience in Canadian and international markets. A graduate of Magdalen College at the University of Oxford, Mr. Graham has directed investment strategy at numerous institutions, such as the Guardian Group of Funds in the UK and BMO Asset Management in Canada. In addition to his position at SmartBe, he serves as a contributing editor to The Income Investor, a respected online Canadian investment journal. The Gavin Graham Show is a platform for Gavin to share his wealth of knowledge with the SmartBe community, as well as engage in stimulating conversations with peers and thought leaders.

The Gavin Graham Show The Gavin Graham Show

    • Business
    • 5.0 • 1 Rating

Mr. Graham joins SmartBe with over 30 years of experience in Canadian and international markets. A graduate of Magdalen College at the University of Oxford, Mr. Graham has directed investment strategy at numerous institutions, such as the Guardian Group of Funds in the UK and BMO Asset Management in Canada. In addition to his position at SmartBe, he serves as a contributing editor to The Income Investor, a respected online Canadian investment journal. The Gavin Graham Show is a platform for Gavin to share his wealth of knowledge with the SmartBe community, as well as engage in stimulating conversations with peers and thought leaders.

    The Gavin Graham Show – Season 1, Episode 5. Adam Butler.

    The Gavin Graham Show – Season 1, Episode 5. Adam Butler.

    Join SmartBe Investments Chief Strategy Officer Mr. Gavin Graham for an informative and entertaining conversation about yield curve spread trading with Nancy Davis, Portfolio Manager of the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL – NYSE). Regarded for her asymmetric approach to investing in leveraging opportunity and minimizing risk, Nancy discusses: her background as a “student options trader”, a mother and time at Goldman Sachs and JP Morgan; how to benefit from fixed income volatility, rising inflation expectations and yield curve normalization, and; how IVOL can act as a hedge against equity, bond and real estate pullbacks . All this and more in this segment of the Gavin Graham Show.

    • 40 min
    The Gavin Graham Show – Season 1, Episode 4. Nancy Davis

    The Gavin Graham Show – Season 1, Episode 4. Nancy Davis

    Join SmartBe Investments Chief Strategy Officer Mr. Gavin Graham for an informative and entertaining conversation about yield curve spread trading with Nancy Davis, Portfolio Manager of the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL – NYSE). Regarded for her asymmetric approach to investing in leveraging opportunity and minimizing risk, Nancy discusses: her background as a “student options trader”, a mother and time at Goldman Sachs and JP Morgan; how to benefit from fixed income volatility, rising inflation expectations and yield curve normalization, and; how IVOL can act as a hedge against equity, bond and real estate pullbacks . All this and more in this segment of the Gavin Graham Show.

    • 39 min
    The Gavin Graham Show – Season 1, Episode 3. Wes Gray

    The Gavin Graham Show – Season 1, Episode 3. Wes Gray

    Join SmartBe Investments Chief Strategy Officer Mr. Gavin Graham for an informative and entertaining conversation about concentrated factor investing with Dr. Wes Gray, PhD and CEO of Alpha Architect. Regarded for their historic, academic and practical market insights the two will shed light on how risk and sentiment are the core ingredients of markets; the generational opportunity in value stocks, and; how momentum rides the wave which is currently crashing in on growth and lifting value. All this and more in this segment of the Gavin Graham Show.

    • 39 min
    The Gavin Graham Show – Season 1, Episode 2. Tim Pickering.

    The Gavin Graham Show – Season 1, Episode 2. Tim Pickering.

    Join Gavin Graham for an engaging conversation with Tim Pickering, one of North America’s leading experts in commodities trading. Gavin and Tim will leave you better informed about diversification, hedging inflation, avoiding the market crash, ESG benefits of futures and what sets up a commodities super cycle.

    • 39 min
    The Gavin Graham Show – Season 1, Episode 1. Paul Beattie.

    The Gavin Graham Show – Season 1, Episode 1. Paul Beattie.

    Join Chief Strategy Officer Gavin Graham in a conversation with Paul Beattie of BT Global, a top-performing Montreal-based hedge fund. Together they discuss Mr. Beattie’s career history, BT Global’s long/short approach to value investing, and his current favoured investment themes—Canada, Commodities, and Cannabis.

    • 33 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

Matt Kowald ,

Detailed insight

I loved how the modern investor journey broke down theories with great insight, but did so through a conversational style that keeps it interesting! Would definitely recommend to add to your podcast list

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