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Feb 17, 2021

Episode 10: The Gamestop phenomenon

In this episode of Capital Topics, James Parkyn, François Doyon La Rochelle and Raymond Kerzérho discuss the following portfolio management and financial planning subjects:

  • In the news: The Gamestop phenomenon – What can we learn from it?
  • Are tech stocks an asset class?
  • Bad advice of the day: “Increase the return on your fixed income securities”
  • Listener’s question: “Why keep an overweight position in value stocks?”

Links:

Tech stocks dominate the market:

The Value Premium:

 


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James Parkyn
James Parkyn

James is a founding partner and Portfolio Manager at PWL Capital Inc. in Montreal with over 25 years of experience helping clients achieve their financial goals.

François Doyon La Rochelle
François Doyon La Rochelle

François is committed in delivering to his clients a disciplined and tax efficient approach to portfolio construction and management based on strategies that are supported by academic research.

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