120 Value Stocks Are Back w/ Stephen Jenkins and Jackie Au
Release Date: 06/09/2022
How CRM3 Turns Transparency into Your Biggest Competitive Advantage
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What if CRM3 turns out to be the most powerful growth tool you've ever been handed?
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Daily Premiums, Smarter Income: The Case for ODTE Covered Calls in a Modern Portfolio with Nicolas Piquard
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What if you could collect covered call option premium hundreds of times a year instead of once a month — without giving up the upside on your core equity holdings?
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DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
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As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.
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Alfonso Peccatiello: You're not diversified. You just think you are.
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The bond market — not equities — is the most fragile and most misunderstood foundation of your entire portfolio, and most investors have no idea what's coming.
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Cole Smead: Manias, Margins, and the Case for Canadian Oil
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Is U.S. market dominance about to break? In this episode of Insight is Capital, Pierre Daillie sits down with Cole Smead (CEO & Portfolio Manager, Smead Capital Management) to unpack why today’s market may be less about valuations—and more about a powerful capital cycle that could reshape global investing.
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Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap with Jeremy Schwartz and Jeff Weniger
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While everyone is arguing about AI disrupting software stocks, WisdomTree's Jeremy Schwartz and Jeff Weniger quietly explain why the most important market story of 2026 has nothing to do with the SaaS selloff — and everything to do with where capital is actually moving.
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Dan White-From AI Hype to Reality—Investing in the Great Acceleration
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Is the biggest risk in your portfolio the one you're not seeing?
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Private Markets Are Reshaping Wealth-Are Canadian Portfolios Ready with Clay Khan
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If institutional investors have already shifted toward global diversification and private markets, why are most retail portfolios still stuck in the past?
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AI is Splitting the Market - The Hidden Winners Beyond NVIDIA with Ivana Delevska
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AI isn’t just about Nvidia anymore — it’s quietly rewiring the entire industrial economy, and most investors don’t even realize where the real money will be made.
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Dennis Mitchell When Diversification Matters - The Case for Global Real Estate
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For years, global real estate has been overlooked while mega-cap tech and passive flows dominated investor attention. But with equity markets increasingly concentrated and trading at elevated multiples, Dennis Mitchell, CEO & Chief Investment Officer at Starlight Capital, argues the real risk may be not diversifying. In this episode, we unpack why supply-demand fundamentals, demographic tailwinds, and valuation gaps could make global real estate one of the most compelling opportunities hiding in plain sight
info_outlineEvery stock market correction is unique, with its own causes and consequences. There are some similarities between the current market decline and past declines.
Take today's example; following a period of speculation and excess that began in 2020, tech stocks have taken a beating, some from as early as Q2 2021. It's reminiscent of the tech rout in 2000, when value stocks outperformed technology stocks.
In fact, value stocks are outperforming, and providing both meaningful relative positive returns, across the board in this stock market rout. Value is outperforming in large-cap U.S., small-cap U.S. segments, foreign-developed stocks and emerging market stocks. If you're wondering whether this resurgence in value stocks is fleeting, it's advisable to recall that the forces that are shaping inflation and inflationary volatility are likely to outlast our expectations, our hopes.
Value investing great Stephen Jenkins, Co-CIO, and Portfolio Manager, and Jackie Au, Portfolio Manager, Sionna Investment Managers join us this episode for an enlightening and insightful conversation, sharing their wisdom about value investing's long term durability, how they do value investing, the relative underperformance of value factor vs. growth factor (value stocks did what value stocks always do, but they didn't do as well as growth stocks), and how the regime change of inflationary volatility and rising rates that has crushed growth stocks is favourable to value investors.
We also get a good look at some of the names and sectors they favour, with Stephen and Jackie talking about names they are holding, that fulfill their definitions of value.
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Where to find the Stephen Jenkins and Jackie Au:
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Stephen Jenkins, Co-CIO, Sionna Investment Managers
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Where to find the Raise Your Average crew:
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"You don't have to be brilliant, just wiser than the other guys, on average, for a long time." Charlie Munger
Welcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars.
We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.
Music credit: In Hip Hop, Paul Velchev (8MJZA6T3LK)