The Next Chapter for Canadian Energy

What do volatile oil prices, expanding pipeline capacity and industry consolidation mean for Canadian energy? Equity Analyst Fai Lee examines the forces reshaping the sector, how producers could deploy their growing cash flows and why Canada’s infrastructure remains critical to long-term value creation.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust 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

What happens when the visionary leader behind a great company steps aside? In this episode, Equity Analyst Steve Boland and Vice President, Research, Steven Zicherman explore how investors can distinguish enduring businesses from those whose success depends on one exceptional individual.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust 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

Bond investing has had a rough few years, but reports of its death may be greatly exaggerated. In our latest episode, Chief Investment Officer Murray Leith explores why today’s higher yields could signal a turning point for bonds. He also explains how the bond market tends to be more objective and less emotional than the equity market. Listen now to discover why bonds may once again deserve an important place in a well-balanced portfolio.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust 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

Markets continue to climb despite no shortage of uncertainty, so what should investors be watching? Stephen Boland and Laura McAlear explore the investment implications of AI, elevated interest rates and tariffs, while revisiting the quarter’s standout performers and stocks that struggled.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust 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

Credit cards are an essential part of the global payments ecosystem, but what makes companies like Visa and Mastercard such compelling businesses? In this episode, Equity Analysts Stephen Boland and Steven Zicherman explore the growth drivers behind the industry, from the ongoing shift away from cash to the rise of value-added services. They also discuss competitive threats and emerging technologies such as stablecoins.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust 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.

In this episode, Odlum Brown’s Chief Investment Officer, Murray Leith, discusses why the investment relationships shaped by the last 40 years of falling inflation and interest rates may no longer apply. Drawing on themes such as rising inflation, higher capital spending and changing market leadership, Murray explains why price, diversification and positioning differently may matter more in the years ahead.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust 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

Canadian banks have been among the best investments in Canada for decades – but should they remain core holdings today? In this episode, Equity Analysts Stephen Boland and Trevor Chang discuss the strengths that have made the banks portfolio staples, including their profitability, resilience and attractive dividends. But with higher valuations and ongoing macroeconomic uncertainties, how should investors position themselves in this sector?Mentioned in this episode:Power Capital: https://podcasts.apple.com/us/podcast/insuring-returns-with-premium-picks/id1804206147?i=1000736475290Moody's: https://podcasts.apple.com/ca/podcast/moodys-standing-firm-in-an-ai-world/id1804206147?i=1000758427591--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust 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

While most investors chase the latest market darlings, Equity Analysts Stephen Boland and Cory O'Krainetz discuss Veralto, a little-known but essential name in clean water. A Danaher spinoff with a razor/razor-blade business model, Veralto is deeply embedded in the systems that keep our water clean and our food and pharmaceutical labels trustworthy. Tune in to hear why this mission-critical business, trading well below its historical valuation, is one of the market's under-appreciated long-term opportunities.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust 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

Equity Analysts Stephen Boland and Steven Zicherman examine SpaceX’s IPO, one of the most anticipated public offerings in a generation, while questioning how the public market might ultimately price it. They highlight two core engines of value beyond launch services: Starlink’s rapidly scaling satellite internet network and its lofty AI ambitions. The result is an imaginative but complex opportunity, rich in possibility, yet highly sensitive to valuation and execution.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust 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, Equity Analyst Stephen Boland unpacks the biggest themes from first quarter earnings. He covers AI's real-world impact on business workflows, the energy infrastructure buildout underway in Canada, how the conflict in the Middle East is reshaping inflation and consumer resilience, and some of our latest stock recommendations. It's a wide-ranging conversation that connects the macro headlines to what they mean for investors and business leaders right now.--Learn more about the podcast here:https://www.odlumbrown.com/insights/different-makes-a-differenceJust 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