
In the final episode of Season One, Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson discuss active management: What is the difference between active and passive management? How, when and where does active management work? What challenges do active managers face? Is there a bubble in passive management? And as the Grayhawk team takes some time off for the summer, Pete and Greg discuss each of their families' must-see TV. Visit grayhawk.investments.
Jun 19, 2020
17 min

Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson examine the world of alternative investments. What are alternatives? What are the pros? The cons? What role do alternatives play in portfolio construction? And what are Pete and Greg's alternative vacation plans this summer in light of travel restrictions? Visit grawhawk.investments.
Jun 12, 2020
18 min

What is the difference between growth and value investing? Why has value investing in its traditional form been so out of favour, and why is it misperceived in the market? What would require a re-emergence of value outperforming growth? How do each play into portfolio construction? And what is the trait that Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson admire in others, but don't possess themselves? Visit grawhawk.investments.
Jun 5, 2020
18 min

As the pandemic pushes us farther from globalization, Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson discuss the consequences. What opportunities arise from tightened trade borders? What do we have to rethink in an era dominated by trade protectionism? How might the Canadian economy benefit? What does a post-global world look like, as it relates to wealth transfer? And what's Pete's secret recipe for domestic bliss? Visit grayhawk.investments. The Economist's May 16 leader argued convincingly that we're headed for greater trade protectionism in the wake of the pandemic.
May 29, 2020
17 min

What if the pandemic's effects on the economy are less apocalyptic than media projections suggest? What if governments' monetary policies turn out to be successful? Could we possibly be entering a bull market? And what opportunity is fear causing people to miss? Finally, what can we learn about investing from all-you-can eat sushi bars? This week, Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson discuss it all. Visit grayhawk.investments.
May 22, 2020
18 min

This week, Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson dig into a single listener question, looking at it from several different angles: What beliefs have been strengthened and what beliefs have been weakened by the COVID-19 pandemic? Plus, they share their book recommendations for everyone from seasoned investors to general enthusiasts. Visit grayhawk.investments.
May 15, 2020
15 min

Grayhawk Co-CEO Peter Mann asks Chief Investment Officer Greg Gipson to describe a prolonged economic downturn. Plus: Why has short selling proven to be so difficult lately? What role does gold play in portfolio construction? What's the difference between quantitative and fundamental investing? And what do Michael Jordan's Chicago Bulls and an aggregate portfolio have in common? Visit grayhawk.investments.
May 8, 2020
24 min

As we inch closer to a reopening of the world economy, Grayhawk's Co-CEO Peter Mann and Chief Investment Officer Greg Gipson return to their home studios. How are we paying for all these stimulus packages? What's the problem with the latest spate of corporate share buybacks? How does the thawing of the credit market affect other financial markets? What are capital deployment opportunities today versus pre-COVID? To conclude, Pete and Greg discuss a favourite pastime—and how it can teach a thing or two about investing. Visit grayhawk.investments.
May 1, 2020
17 min

Providing analysis and context after an eventful week, Grayhawk's Co-CEO Peter Mann and Chief Investment Officer Greg Gipson explore pressing economic and investment questions. How can an oil future have a negative price? Why are so many tech stocks sustaining through the current environment? Why is long-term investing the only path? What are the liquidity constraints of endowment-style investment portfolios? And to end on a lighter note: What don't we know about Greg? Visit Grayhawk on the web at Grayhawk Investments.
Apr 24, 2020
15 min

Co-CEO Peter Mann has five questions for Grayhawk's chief investment officer, Greg Gipson. Set against the backdrop of these unprecedented times, Pete and Greg discuss the current global economic standstill—and how Grayhawk is responding. How do the markets price in bad news before it happens? Why is volatility so high? Has programmatic trading played a role in that volatility? Will the world look different once consumers return? And what does it all mean for capital expenditure in the future? All this, and more, in the first episode of Five Questions.
Apr 13, 2020
20 min
