Episodes
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The World Cup isn't just great TV, it's one of the best crash courses in investing you'll ever get. In this solo episode, Colin breaks down what championship soccer teams can teach us about building a championship portfolio: why the best team doesn't always win on any given day, why bonds are the unsung goalkeeper of your portfolio, and why chasing last year's hottest stock is a lot like betting on last year's Golden Boot winner.
Plus, why "home field advantage" might be quietly costing Canadian investors returns. Whether you're watching every match or don't know a striker from a midfielder, this episode will change how you think about risk, discipline, and playing the long game.
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Great companies do not always make great investments
With AI stocks grabbing headlines lately, Colin and Greg ask the question a lot of investors skip: what are you actually paying for that future growth?
In this episode of The Free Lunch Podcast, they talk through market concentration, the Magnificent Seven, and why a diversified portfolio usually beats chasing the next big theme, whether that's AI today or dot coms back in 2000.
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Missing episodes?
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What if "higher for longer" just means normal?
That's the question Colin and Jacob dig into on this week's episode of The Free Lunch Podcast, and it's one worth sitting with.
For most of the last decade, ultra-low interest rates felt like the baseline. But historically? They were the anomaly. Colin and Jacob talk through what the new Fed chair's first meeting signals, why the bond market matters more than most people think, and what today's rate environment actually means for retirees, homeowners, and long-term investors.
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Colin and Greg had one of their most honest conversations yet on The Free Lunch Podcast this week, talking through IPO mania, the current wave of AI and space company offerings, and why the strategies that sound disciplined on paper often fall apart in practice.
Their take? If you want to put a small slice of your portfolio into something speculative because you find it interesting, that's very different from betting your future on it.
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The single biggest lesson from 30 years in the industry? Markets reward ownership, not prediction.
In this episode of The Free Lunch Podcast, Greg sits down with Jacob for a mentorship-style conversation about what actually works in investing and what consistently fails. They dig into why so many investors hurt themselves trying to outsmart the market, and why staying invested and diversified tends to beat almost every clever strategy people try.
Greg puts it simply: the real challenge in investing isn't intellectual. It's behavioural.
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Estate planning isn't just for the ultra-wealthy. It's for anyone who owns a home, has kids, or simply wants to make a hard time a little easier for the people they love.
In this episode of The Free Lunch Podcast, Colin and Blair break down what estate planning actually looks like for everyday Canadian families, including the tax surprises most people don't see coming, why your beneficiary designations might be quietly working against you, and what Blair calls "the most important document you'll ever have."
As Blair puts it, estate planning is really an act of care. It's not about paperwork. It's about the people.
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What is likely to work in investing? According to Colin, it's the advice nobody gets excited about.
Stay diversified. Rebalance consistently. Cut your tax bill. Understand your own behavioural blind spots. None of it is glamorous, but the data generally backs it up.
Colin and Greg get into all of it on this episode of The Free Lunch Podcast, including why "which stock should I buy" may be the wrong question.
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Some private credit funds have recently faced redemption pressure, bringing renewed attention to liquidity risk in the asset class.
Colin and Greg walk through what private credit is, why it grew rapidly after the 2008 financial crisis, and how the "illiquidity premiumâ works in practice on The Free Lunch Podcast.
If you've been hearing a lot about private credit lately and weren't totally sure what to make of it, this one is for you.
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Colin and Greg brought in one of the sharpest minds in fixed income to answer that question. Tony Crescenzi from PIMCO discusses the bond market like a supermarket with 150 trillion dollars worth of aisles, and explains why knowing which shelf to shop from could matter as much as anything else in your portfolio.
In this episode of The Free Lunch Podcast, they get into inflation thresholds, starting yields, global diversification and why active management tends to win in bonds in ways it often doesn't in stocks.
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That 12% yield might sound incredible. Until you find out what it is based on.
Structured notes are often marketed as the best of both worlds â income, protection, and upside. But Colin and Greg argue you canât have it all, and that the tradeoffs matter.
In this episode of The Free Lunch Podcast, they break down what structured notes are, how the payout is generated, and why keeping things simple may be a better fit for some investors.
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Greg makes the case on The Free Lunch Podcast that the investors who struggle most aren't the ones lacking knowledge. They're the ones who can't ask themselves: "What if I'm wrong?"
Colin and Greg unpack why decorum and diplomacy, the same things missing from today's geopolitical headlines, are actually core investing skills. Staying composed when markets test your patience isn't weakness, itâs a meaningful advantage over time.
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Does watching financial news actually make you a better investor?
Colin and Greg dig into that question on this week's episode of The Free Lunch Podcast, breaking down how financial media is designed to create urgency, not returns, and what that can do to investor behaviour over time.
If you've ever felt the urge to do something with your portfolio after watching the news, this one's worth a listen.
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Investing well is supposed to be boring.
Most people think great investing means staying on top of the markets, catching the right stocks, and making smart moves. Colin and Greg would say that's exactly the problem.
In this episode of The Free Lunch Podcast, they use DIY home renovation as a surprisingly perfect analogy for what goes wrong when people manage their own money. The mistakes aren't usually the ones you see coming.
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The "RRIF meltdown" strategy is everywhere online right now, but the advice rarely accounts for your actual situation.
In this episode of The Free Lunch Podcast, Colin and Blair break down what a meltdown strategy actually is, when it might make sense, and why doing it just because someone told you to can quietly cost you more in tax than you ever saved. The math matters more than the marketing.
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In this episode of The Free Lunch Podcast, Colin and Blair walk through a real conversation many investors are having right now: âShould we get out before it gets worse?â
The instinct is understandable. But the plan often becomes selling when markets are down, waiting, and then buying back in when things feel better.
Thatâs not strategy, it's emotion, and itâs one of the fastest ways to derail long-term returns.
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In reality, fear shows up in every market cycle.
In this episode of The Free Lunch Podcast, Colin and Greg talk about why even seasoned investors feel unsettled during downturns, and why that doesnât mean you should act on it.
Because volatility isnât new. Itâs expected. And the investors who succeed arenât the ones who avoid fear, theyâre the ones who donât let it drive their decisions.
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With St. Patrickâs Day behind us, itâs a good time to separate myth from reality.
In this episode of The Free Lunch Podcast, Colin and Greg explore why chasing the next big winner, timing the market, or relying on âbeing earlyâ rarely works and why those ideas persist anyway.
They break down the difference between luck and skill, the cost of missing just a handful of market days, and why the real âpot of goldâ is built through patience and compounding over time.
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Each year, the World Happiness Report ranks nations based on factors like social support, health, freedom, trust, and economic security.
In this episode of The Free Lunch Podcast, Colin and Greg dig into the patterns behind the rankings, why Nordic countries dominate the list, where Canada and the U.S. fall, and what the research reveals about the connection between policy, prosperity, and well-being.
A thoughtful conversation about what truly drives happiness in modern societies.
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In this episode of The Free Lunch Podcast, we explore how even high-earning households can feel âhouse poorâ and why lifestyle inflation, low savings rates, and heavy debt can quietly erode financial flexibility.
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In this episode of The Free Lunch Podcast, Colin and Blair walk through a case study of âLinda,â a 55-year-old investor with a $780,000 balanced portfolio.
When markets fell 18%, she panicked and sold half her equities, only to miss the 22% rebound that followed.
Itâs a powerful reminder that the hardest part of investing isnât picking the right fund. Itâs sticking to the financial plan when headlines, social media, and fear tell you to do the opposite.
Markets recover but emotional decisions can be permanent.
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