Épisodes

  • The AI Trade: Risks & Rewards | MacNicol Weekly Research
    Dec 11 2025

    The conversation covers a comprehensive overview of the current market landscape, focusing on asset class performance, particularly in light of Nvidia's recent earnings report. The discussion delves into economic indicators, central bank policies, and the impact of technology and AI on market trends. The speakers also explore future investment strategies and the potential implications of current market dynamics.

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    47 min
  • The Future of Alternative Assets: Music Royalties | MacNicol Podcast
    Dec 4 2025

    In this podcast episode, Michael Baker from ICM Asset Management discusses the intriguing world of alternative assets, focusing specifically on music royalties. He explains the evolution of the music industry, the financial mechanics behind music royalties, and how they serve as a resilient investment strategy. The conversation delves into the importance of diversification in artist catalogs, the impact of streaming on revenue, and the legal frameworks that govern music licensing. Baker emphasizes the unique characteristics of music royalties as an asset class, including their stability and independence from traditional economic cycles.

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    32 min
  • The Golden Age of Gold Investments | with John Ing
    May 1 2025

    In this conversation, John Ing discusses the dynamics of gold as an investment, its historical context, and the factors influencing its price, including geopolitical tensions, U.S. economic policies, and central bank activities. He emphasizes gold's role as a store of value and a hedge against inflation, while also addressing the challenges in gold production and investment strategies for potential investors. The discussion culminates in predictions for future gold prices amidst ongoing economic uncertainties.

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    41 min
  • Phishing: The Anatomy of a Cyber Attack | With Roman Zubrytsky
    Apr 17 2025

    In this podcast episode, Dave MacNicol and cybersecurity expert Roman Zubrytsky discuss the critical importance of cybersecurity in today's digital landscape. They explore the tactics used by cyber criminals, including phishing scams and social engineering, and outline the phases of a cyber attack. Roman emphasizes the need for organizations to implement robust cybersecurity measures, including user awareness programs and technological solutions, to protect against potential threats. The conversation also touches on the psychological impact of cyber incidents and the future challenges posed by artificial intelligence in cybersecurity.

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    30 min
  • Brain Un-Drain | With Bruce Croxon
    Dec 12 2024

    In this conversation, Joe Pochodyniak interviews Bruce Croxon, managing partner of Round 13 Capital, discussing the current landscape of Canadian technology investments, the focus on software as a service, and the challenges and opportunities within the market. They explore the importance of government policies in fostering innovation and the need for a supportive environment for startups. Bruce shares insights on the talent pool in Canada, the impact of recent market changes, and his outlook for the future of tech in Canada.

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    15 min
  • Throwback: IPP vs PPP | With Matthew Bernard and JP Laporte
    Oct 31 2024

    This conversation delves into the differences between Individual Pension Plans (IPPs) and Personal Pension Plans (PPPs), highlighting their structures, benefits, and suitability for business owners. The discussion features insights from pension experts Matthew Bernard and JP Laporte, who explore the advantages of each plan type, including tax benefits, contribution limits, and intergenerational wealth transfer. The conversation emphasizes the importance of educating business owners about these pension options to enhance their retirement planning strategies.

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    1 h et 9 min
  • Throwback: Music Royalties | With Michael Baker
    Oct 17 2024

    This webinar explores the investment potential of music royalties as an alternative asset class. Michael Baker from ICM Asset Management discusses the mechanics of music royalties, the impact of streaming on the music industry, and the unique investment strategies employed to acquire music catalogs. The conversation also addresses the risks involved, the valuation process, and the growing interest in music royalties among institutional investors. A Q&A session follows, addressing common investor concerns and misconceptions about music royalties.

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    42 min
  • The Benefits of Alternative Investments
    Sep 4 2025

    In this conversation, Joe Pochodyniak and Ken Reid discuss the world of alternative assets, focusing on their benefits, drawbacks, and the unique characteristics that differentiate them from traditional investments. They explore the importance of liquidity, access to alternative investments, and the strategies employed by McNichol & Associates in managing these assets. The discussion also covers the three main pillars of their investment strategy and how they source and monitor deals, concluding with insights on expected returns and performance.

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    27 min