Avenue Insights

Avenue Investment Management
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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.

  1. 2d ago

    Margin of Safety

    To follow our previous episode, Bryden Teich and Bill Harris take a deep dive into the varying risk factors of Canadian energy and infrastructure businesses, as well as major North American indices to explain why Avenue would choose certain investments over others.

  2. 2d ago

    The Duck Test

    If it looks like a duck, and quacks like a duck, it is probably a duck. In this episode, Bill Harris and Bryden Teich use "The Duck Test" to break down Canada's current economic situation, and measure the differences between large Canadian energy and infrastructure investments.

  3. May 15

    Geopolitical Tension and The AI Boom || Avenue Insights

    Through the first quarter of 2026, the market has been shifted drastically by euphoric feelings over the AI boom, and the increased geopolitical tension. Today, Bryden Teich and Bill Harris, break down how these major economic factors, alongside others, have changed the market norms and how it is reflected in Avenue's portfolio.

  4. Feb 18

    The Canadian Investment Landscape || Avenue Insights

    In this episode Bill Harris and Bryden Teich discuss the ever-changing Canadian investment landscape in light of the new economic policies from the Canadian government announced in their 2025 budget. They also discuss the Avenue Q4 letter and the outlook for Canadian investing in 2026.

  5. 11/05/2025

    Episode 32 || The Rise of Gold in 2025 || Avenue Insights

    In this episode, Bill Harris and Bryden Teich discuss the recent rise of gold as an investment alongside the other trends of 2025. They discuss the history of gold as an investment, as well as the history of gold as a foundation of the monetary system. They also highlight some recent important developments that have contributed to the rise in gold prices and specifically how Avenue has been invested in gold for the past few years. Subscribe to the AIM YouTube Channel: ‪‪@avenueinvestmentmanagement9557‬ Visit our website: https://avenueinvestment.com/ Avenue's Quarterly Letter: https://avenueinvestment.com/category... For Wealth Management services: https://avenueinvestment.com/wealth-m... Check out our other insights: https://avenueinvestment.com/insights/ Follow Us On LinkedIn: 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. We also believe in doing our own research—instead of taking someone else’s word for it, and we encourage all viewers, clients, and fellow investors to do the same. Learn more about the Avenue team and our strategy: https://avenueinvestment.com/our-team/ All material is Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the permission of Avenue Investment Management.

  6. 08/12/2025

    Being Right For The Wrong Reason

    In this episode, Bill Harris and Paul Gardner discuss how the views of Avenue have aged since December 2024, how Avenue has navigated the tariff threats, the current strength of the market, and how the AI bubble has shifted the state of the market.

  7. 07/24/2025

    EP 30 | Q2 2025 Quarterly Letter

    Read the quarterly letter: https://avenueinvestment.com/insights/quarterly-letters/q2-2025-quarterly-letter/ Visit our website: https://avenueinvestment.com/ Check out our other insights: https://avenueinvestment.com/insights/ Subscribe to the AIM YouTube Channel: https://www.youtube.com/@avenueinvestmentmanagement9557 »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» All material is Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the permission of Avenue Investment Management.

  8. 06/09/2025

    ep 29 | Second Quarter Market Update

    In this quarter's update Bill Harris and Paul Gardner discuss how to build resilient portfolios in light of ongoing tariff turmoil. Also, a brief look at Canada's fiscal strength relative to reckless spending in the US. »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» 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 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.

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About

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.

Information

  • Creator
    Avenue Investment Management
  • Years Active
    2020 - 2026
  • Episodes
    35
  • Rating
    Clean
  • Copyright
    © 2020 Avenue Investment Management
  • Show Website
    Avenue Insights