Avenue Insights

Through the first quarter of 2026, the market has been shifted drastically by euphoric feelings over the AI boom, and the increased geopolitical tension. Today, Bryden Teich and Bill Harris, break down how these major economic factors, alongside others, have changed the market norms and how it is reflected in Avenue's portfolio.

In this episode Bill Harris and Bryden Teich discuss the ever-changing Canadian investment landscape in light of the new economic policies from the Canadian government announced in their 2025 budget. They also discuss the Avenue Q4 letter and the outlook for Canadian investing in 2026.

In this episode, Bill Harris and Bryden Teich discuss the recent rise of gold as an investment alongside the other trends of 2025. They discuss the history of gold as an investment, as well as the history of gold as a foundation of the monetary system. They also highlight some recent important developments that have contributed to the rise in gold prices and specifically how Avenue has been invest...

In this episode, Bill Harris and Paul Gardner discuss how the views of Avenue have aged since December 2024, how Avenue has navigated the tariff threats, the current strength of the market, and how the AI bubble has shifted the state of the market.

Read the quarterly letter: https://avenueinvestment.com/insights/quarterly-letters/q2-2025-quarterly-letter/ Visit our website: https://avenueinvestment.com/ Check out our other insights: https://avenueinvestment.com/insights/ Subscribe to the AIM YouTube Channel: https://www.youtube.com/@avenueinvestmentmanagement9557 »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»...

In this quarter's update Bill Harris and Paul Gardner discuss how to build resilient portfolios in light of ongoing tariff turmoil. Also, a brief look at Canada's fiscal strength relative to reckless spending in the US. »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» Subscribe now: http://ow.ly/QlkR50xYrl4 Check out our other insights: http://ow.ly/6CbS50xYrhz Connect with Avenue LinkedIn: http://ow...

About Avenue Investment Management:  Avenue is an independent private client investment manager. Our core investment strategy is an all-weather strategy designed to compound our client’s wealth over the long term. Avenue believes that owning high-quality businesses are the best investments to own. These businesses give us the highest probability of producing a consistent rate of return over time w...

Check out our other insights:   https://avenueinvestment.com/insights... Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» About Avenue Investment Management: Avenue is an independent private client investment manager.   Our core investment strategy is an all-weather strategy designed to compound our client’s wealth over the long term. Avenue beli...

www.avenueinvestment.com  About Avenue Investment Management: Avenue is an independent private client investment manager.   Our core investment strategy is an all-weather strategy designed to compound our client’s wealth over the long term. Avenue believes that owning high-quality businesses are the best investments to own. These businesses give us the highest probability of producing a consistent...

About Avenue Investment Management: Avenue is an independent private client investment manager.   Our core investment strategy is an all-weather strategy designed to compound our client’s wealth over the long term. Avenue believes that owning high-quality businesses are the best investments to own. These businesses give us the highest probability of producing a consistent rate of return over time...

In this episode Bryden Teich and Bill Harris discuss the stock market during the first quarter of 2024. They also discuss some of the topics discussed in the Q4 2023 Avenue Investment Letter which is available at the below link: www.avenueinvestment.com/insights/q4-2023-annual-letter/ www.avenueinvestment.com  About Avenue Investment Management:  Avenue is an independent private client investment...

About Avenue Investment Management:  Avenue is an independent private client investment manager. The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.

About Avenue Investment Management:  Avenue is an independent private wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the long-term. Our mission is to help you compound your wealth by generating consistent returns over time across all market environments.  The material represents Avenue’s intellectual property. No portion of th...

Subscribe now: http://ow.ly/QlkR50xYrl4   Check out our other insights: http://ow.ly/6CbS50xYrhz   Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw   The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.

About Avenue Investment Management: Avenue is an independent private client investment manager based in Toronto.  The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.

Subscribe now: http://ow.ly/QlkR50xYrl4   Check out our other insights: http://ow.ly/6CbS50xYrhz   Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw     »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»   About Avenue Investment Management:   Avenue is an independent private wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the...

Subscribe now: http://ow.ly/QlkR50xYrl4  Check out our other insights: http://ow.ly/6CbS50xYrhz  Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw  »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»  About Avenue Investment Management:  Avenue is an independent private wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the long-te...

Subscribe now: http://ow.ly/QlkR50xYrl4  Check out our other insights: http://ow.ly/6CbS50xYrhz  Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw  »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»  About Avenue Investment Management:  Avenue is an independent private wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the long-te...

Subscribe now:  http://ow.ly/QlkR50xYrl4 ​  Check out our other insights:  http://ow.ly/6CbS50xYrhz ​  Connect with Avenue LinkedIn:  http://ow.ly/33ZD50xYrtw ​ »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» About Avenue Investment Management:  Avenue is an independent private wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the...

Episode Notes Episode recorded on April 15th, 2021 Subscribe now: http://ow.ly/QlkR50xYrl4 Check out our other insights: http://ow.ly/6CbS50xYrhz »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» About Avenue Investment Management: Avenue is an independent private wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve financial stability over the long-term. Our m...

Episode recorded on January 15th, 2021 Subscribe now: http://ow.ly/QlkR50xYrl4 Check out our other insights: http://ow.ly/6CbS50xYrhz Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» About Avenue Investment Management: Avenue is an independent private wealth manager, trusted fiduciary and partner-owned firm. We focus on helping clients achieve fi...

The material represents Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the express written permission of Avenue Investment Management.  Information relating to investment approaches or individual investments should not be construed as advice or endorsement. Any views expressed in this podcas...

About Avenue Investment Management: Avenue is an independent private client investment manager. At Avenue, we believe financial stability comes from our focus on getting solid returns reliably. That’s why we invest 100% of our own wealth alongside our clients’ wealth. We’re also committed to doing our own rigorous research—instead of taking someone else’s word for it.  The material represents Aven...

Subscribe now: http://ow.ly/QlkR50xYrl4 Check out our other insights: http://ow.ly/6CbS50xYrhz   Connect with Avenue LinkedIn: http://ow.ly/33ZD50xYrtw »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» About Avenue Investment Management: Avenue is an independent private client investment manager. At Avenue, we believe financial stability comes from our focus on getting solid returns reliably. That’s w...

About Avenue Investment Management:  Avenue is an independent private client investment manager. At Avenue, we believe financial stability comes from our focus on getting solid returns reliably. That’s why we invest 100% of our own wealth alongside our clients’ wealth, and cut our fees in half if we don’t make a positive return. We’re also committed to doing our own rigorous research—instead of ta...