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Artwork for Art of Boring
Emerging Markets
Mawer Investment Management
Investment Philosophy
Semiconductors
Mawer Investment Management Ltd.
Investment Strategy
Interest Rates
Central Banks
Canadian Small Cap Strategy
Geopolitics
AI Applications
Small Cap Companies
Artificial Intelligence
Converge Technologies
Capital Allocation
Japan
Inflation
Q4 2023 Economic Developments
Fixed Income
Global Credit Opportunities Strategy

Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients' favour for over 50 years.

PublishesTwice monthlyEpisodes208Founded8 years ago
Number of ListenersCategories
InvestingManagementBusiness

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Artwork for Art of Boring

Latest Episodes

In a world where geopolitical tension, economic inequality, and technological change are all accelerating, what does it mean to be a long‑term, bottom‑up investor? In this episode, portfolio manager Paul Moroz explores how today's regime differs from... more

In this episode, we sit down with equity analyst Joshua Samuel to explore how artificial intelligence and large language models (LLMs) are fundamentally reshaping the nature of competitive advantages tied to data. Josh presents a comprehensive framew... more

YouTube

In this episode, Investment Counsellor Stu Morrow and Institutional Portfolio Manager Kevin Minas examine the forces reshaping markets in the fourth quarter. From central banks navigating the shift toward policy normalization to equity leadership rot... more

YouTube

From lingering "Liberation Day" tariff fears and a shift toward a more pro-growth federal policy stance to changing leadership within key sectors, Canadian equity portfolio manager Mark Rutherford unpacks what moved markets for Canadian equities in 2... more

YouTube

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Recent Guests

Stu Morrow
Investment counselor at Mawer
Mawer Investment Management Ltd.
Episode: Quarterly Update | Q4 2025 | EP 206
Grayson Witcher
US Equity Portfolio Manager
Mawer Investment Management Ltd.
Episode: From Invisible Hand to Heavy Hand: Government Stakes, AI, and the Shifting CapEx Cycle in U.S. Markets | EP 197
Dom Drzazga
Equity analyst working on Canadian small cap team
Mawer Investment Management
Episode: From Inventory to Innovation: Canadian Small Caps in Focus | EP 195
Josh Samuel
Colleague at Mawer Investment Management, based in Singapore and knowledgeable about defense industries.
Mawer Investment Management Ltd.
Episode: Investment Opportunities in a Changing Military Landscape | EP187
Steven Visscher
Lead Manager on Balance Portfolios at Mawer Investment Management
Mawer Investment Management
Episode: Looking Past the Pitfalls: Focusing on Managing Risk in the Balanced Portfolio | EP169
Karan Phadke
Portfolio Manager on the Global Small Cap Strategy
Mawer Investment Management Ltd.
Episode: Navigating Global Small Caps in an AI-Transformative World | EP157
Brian Carney
Global credit portfolio manager with over 30 years of investment industry experience.
Mawer Investment Management Ltd.
Episode: Introducing: The Mawer Global Credit Opportunities Strategy | EP148
Crista Caughlin
Lead Portfolio Manager of the Mawer Canadian Bond Strategy and the Mawer Money Market Strategy
Mawer Investment Management Ltd.
Episode: Quarterly Update | Q4 2023 | EP146

Hosts

Rob Mawer
Host and financial expert addressing investment strategies and market insights.
Kevin Mawer
Host providing perspectives on investment philosophies and market conditions.
Andrew Mawer
Host engaging in discussions about investment strategies and market dynamics.

Reviews

4.6 out of 5 stars from 113 ratings
  • Helpful advice

    I have been a Mawer investor for about 13 years and their advice is professional and reassuring. Especially helpful information when markets are volatile to understand how their philosophy and strategic planning of their individual portfolios go to mitigate risk and search for opportunities. A superb investment company IMO.

    Apple Podcasts
    5
    Rest of Canada
    Canada9 months ago
  • Masterclass at Mawer

    I have been reading their articles and investing in Mawer for almost 15 years. Their discussions are easy to follow and understand. I highly recommend to anyone especially for new investors on a topic many believe to be too daunting to understand.

    Apple Podcasts
    5
    TPN.8
    Canada2 years ago
  • Abdy

    I love this. It is so easy to follow along especially for someone who doesn’t have a financial background.

    Apple Podcasts
    5
    abdy4
    Canada6 years ago
  • Very informative

    Great presentation and consideration. Fantastic conversation and thoughts. Be Boring. Make Money!

    Apple Podcasts
    5
    Baronialists
    Canada6 years ago
  • So far, it’s the best podcast for investment

    Excellent topic and insightful talk!

    Apple Podcasts
    5
    jeff_yao
    Canada6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The discussions are consistently praised for being easy to understand, appealing to both seasoned investors and newcomers alike.
The hosts are commended for their informative presentation and engaging discussions that resonate deeply with the audience, often suggesting they would recommend it to others.
Several comments highlight the show's ability to provide insights into the complexities of investment strategies without oversimplifying the topics.
Listeners appreciate the professional and reassuring investment advice tailored for markets fraught with volatility.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#88
Canada/Business/Investing
Apple Podcasts
#221
Canada/Business
Apple Podcasts
#126
Austria/Business/Investing
Apple Podcasts
#212
Denmark/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Data Moats in the Age of AI | EP 207
Q: What company or set of companies are best positioned with respect to a data advantage?
Tencent is a prime example as they have unique, continuously refreshed, high-dimensional interaction, and closed-loop data.
Data Moats in the Age of AI | EP 207
Q: As we've seen advancements with LLMs, where are we seeing erosion in what might have historically been considered a pretty strong data moat?
Static or slow-moving data is easier to disrupt, especially if it's publicly available and being used in LLM training.
Data Moats in the Age of AI | EP 207
Q: Can you give us a framework for how you think of what a robust data advantage or a data moat looks like today?
There are four key points: unique, exclusive, proprietary data; continuously refreshed data; high-dimensional interactive data; and closed-loop data.
Banks, Barrels and Gold: Canadian Equity in a Risky World | EP 205
Q: How does the situation in Venezuela change risk assessment for Canadian businesses?
Mark indicates a need for a higher risk premium and shifts in valuations for exporters due to the changing geopolitical environment.
Banks, Barrels and Gold: Canadian Equity in a Risky World | EP 205
Q: What were the real market movers in Canada during 2025?
Mark mentions significant geopolitical events like the US elections and Canada's federal elections, tariffs impacts, and shifts in investor sentiment.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Art of Boring

What is Art of Boring about and what kind of topics does it cover?

A unique financial and investment-focused series offers insights into the nuanced world of investing, emphasizing a bottom-up approach to portfolio management. The discussions feature experts who analyze macroeconomic trends, including consumer behavior, credit markets, and the integration of innovative technologies like AI in investment strategies. Episodes often dive into the evaluation of various asset classes — from Canadian bonds to global equities — providing listeners with practical investment advice and a thorough understanding of market dynamics that can inform their financial decisions. Additionally, there's a distinct focus on resilience in changing markets and the importance of consistency in investment philosophies.

What sets ... more

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1. In the Money with Amber Kanwar
2. Masters in Business
3. Capital Allocators – Inside the Institutional Investment Industry
4. Odd Lots
5. The Meb Faber Show - Better Investing

How many episodes of Art of Boring are there?

Art of Boring launched 8 years ago and published 208 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Art of Boring?

Recent guests on Art of Boring include:

1. Stu Morrow
2. Grayson Witcher
3. Dom Drzazga
4. Josh Samuel
5. Steven Visscher
6. Karan Phadke
7. Brian Carney
8. Crista Caughlin

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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