Another year has passed, marked by several consequential moments. A new government formed in Canada, tasked with navigating a politically hostile neighbour as President Trump introduced a new threat of tariffs. Artificial intelligence dominated the headlines, highlighting an increasing global demand for energy. And Canada’s real estate market began to show signs of stress. Join Equity Analyst Stephen Boland and Chief Investment Officer Murray Leith as they look back at the major investment stories in 2025 and contemplate the year ahead.

--

Mentioned in this episode:

The K That Divides Us, https://www.odlumbrown.com/insights/annual-address

Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

Warren Buffett has long been a teacher, bringing forth ideas with honesty and integrity. As he officially steps down as CEO of Berkshire Hathaway, Stephen Boland, Steven Zicherman and Trevor Chang reflect on the lessons they’ve learned from him, not just on investing but invaluable life lessons, too. Join us for our genuine tribute of gratitude to Warren Buffett, the Oracle of Omaha.

The question is on every tech investor’s mind as the use of artificial intelligence explodes and related stocks reach new highs. In our latest episode, Stephen Boland and Steven Zicherman discuss some of the red flags starting to emerge and how to position portfolios prudently.

--

Mentioned in this episode:

https://www.odlumbrown.com/insights/article/is-the-party-still-raging

https://www.odlumbrown.com/researchreports.aspx?docid=OBReport_201707.pdf

Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

Nobody enjoys dealing with insurance because, let’s be honest, it usually means something has gone wrong. But while filing a claim may not spark joy, investing in insurance just might. In this episode, Equity Analysts Stephen Boland and Trevor Chang unpack why insurers like Progressive and Intact can play a powerful role in a diversified portfolio. From cutting-edge technology, impressive underwriting and admirable corporate cultures, discover how the businesses everyone loves to avoid may quietly be the ones worth leaning into.

--

Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

In this episode, Chief Investment Officer Murray Leith and Equity Analyst Stephen Boland discuss “simple as a superpower” and the behavioural alpha that good discipline can bring to an investment portfolio.

Mentioned in this episode:

Pitch Imperfect, https://www.odlumbrown.com/insights/article/pitch-imperfect--the-real-risks-behind-private-assets

Simple Is As Simple Does, https://www.odlumbrown.com/insights/article/simple-is-as-simple-does

Better to Feel Good than to Look Good, https://www.odlumbrown.com/insights/article/better-to-feel-good-than-to-look-good

--

Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

The Blue Jays are in the playoffs, and no one is more excited than Equity Analyst Stephen Boland. In this episode, Stephen is joined by Cory O’Krainetz, Odlum Brown’s telecommunications analyst, to talk about why this is an exciting time for baseball fans and for Rogers Communications shareholders, too.

--

Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

Health care stocks have been down lately, and many wonder if it’s a buying opportunity. In this episode, Equity Analyst Stephen Boland and Vice President, Research, Steven Zicherman discuss the merits of this traditionally defensive sector.

--

Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

With so many modern shipping methods available today, some may think of railroads as antiquated. In this episode, Equity Analyst Stephen Boland discusses the competitive advantages of this vital piece of North American infrastructure and its role in keeping our economy moving.

--

Learn more about the podcast here:

https://www.odlumbrown.com/insights/different-makes-a-difference

Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.

Odlum Brown is a Member of the Canadian Investor Protection Fund.

Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference