Here you will find our market commentaries by Portfolio Managers Stephen Biddle and Ken Johnston.

Market Commentary Episode 07 - Bank Runs, The Technical Side of Investing and Markets in the Media

Time Stamps:
1:40 - Market Review, Bank Runs, Inflation and Interest Rates
16:00 - Technical Side - Price Actions and Trading Ranges
30:00 - Review of Previous Performance Years
35:00 - Market Coverage in the Media
44:00 - Our Fiduciary Duty and Your Performance Numbers

Market Commentary Episode 06 – Inflation, the Wealth Gap & the Defensive Strategy

Time Stamps: 
5:00 - Crypto and Bitcoin Chat
15:00 Market Fundamentals and common misconceptions
19:00 The sideways market trend
21:00 Why it could be best to be defensive: A look back on past inflationary times and recessions
32:00 The Wealth Gap
36:00 Investor Behaviour and the 10 Best and Worst Days
45:00 Importance of defensive tactics
50:00 Our View and Our Strategy

Market Commentary Episode 05 – Bank on Liquidity and Dividends – April 20, 2023

Market Commentary Episode 04 - What the Tech is going on?? - January 25 2023

Market Commentary Episode 03 - Inflation, Interest Rates & Bears, oh my! - September 26 2022

Market Commentary Episode 02 - Why Cash and Tactical Management is King - July 25 2022

Market Commentary Episode 01 - The Pilot - Where are we headed? - May 31 2022