A conversation with Jeremy Lin of the Purpose Global Resource Fund on why the commodity setup today is unlike anything he has seen in 15 years — and why it may look very obvious in hindsight....
There is no shortage of commentary right now. Most of it is loud. Very little of it is useful. Here is a bigger picture framework for understanding what is actually happening — and what it means for your wealth....
Why Bonds Make Money for Investors Who Think Differently (Video and Clips)...
Instead of a typical year-ahead market letter, I answered six fundamental questions about money, asked by kids but relevant for anyone thinking about value, trust, debt, and quality of life....
A reflection on wealth, freedom, and purpose—after reading Morgan Housel’s The Art of Spending Money. What if the real benchmark of success isn’t your portfolio’s growth, but your life’s?...
Most families want to talk about what happens to the cottage. But they hesitate — unsure how to start, worried about where it might go, concerned about disrupting the harmony. Estate planner Sylvia Azoulay shares why these conversations are so diffic...
Artificial intelligence is more than headlines. In this conversation with Auritro Kundu of AGF Global Select, we explore where AI is already showing up in daily life, what’s overhyped, and how disciplined investors think about its role in portfolios....
A conversation with JP Morgan's Jack Manley on the patterns that endure...
A long-view conversation with Stephen Johnston, one of Canada’s most experienced capital allocators, on stagflation, capital flows, and what thoughtful investors should be watching....