
Welcome to Different Makes a Difference® where we discuss investment matters that matter to everyday investors. Join Odlum Brown’s equity analysts as we examine pertinent topics in today’s markets and look at things a little differently.
Odlum Brown is an independent Canadian investment firm. We provide integrated wealth management solutions to help clients achieve their financial goals, and we’... more
| Publishes | Twice monthly | Episodes | 30 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessCareers | |||

In this episode, Equity Analyst Stephen Boland unpacks the biggest themes from first quarter earnings. He covers AI's real-world impact on business workflows, the energy infrastructure buildout underway in Canada, how the conflict in the Middle East ... more
Being different is hard, especially when everyone else is so confident in the consensus. We’ve felt this way before and we’re feeling it again in the popular and optimistic trading around artificial intelligence. In this episode, Chief Investment Off... more
Listen while Equity Analysts Stephen Boland and Cory O'Krainetz make the case for James Hardie Industries. Investor skepticism around a recent acquisition, combined with economic and real estate headwinds, has created an attractive entry point. The p... more
From humble beginnings in 2007, Airbnb is now a global platform with over five million hosts across 220+ countries. In this episode, we break down the business model and where the company sees its next wave of growth. We also get into the risks: moun... more
In this episode, Equity Analysts Steve Boland and Trevor Chang make the case that credit rating agency Moody’s Corporation is more resilient to AI disruption than the market believes. With a century of credibility, in a global duopoly, and with deepl... more
With the ongoing conflict in the Middle East, oil is top of mind. Prices have soared, supply is constrained, and investors are assessing what it all means for the future. Against this turmoil, Canadian producers offer something increasingly scarce: s... more
This episode tackles the prevailing audience questions from our recent Annual Address: Market Insights & Opportunities tour. Chief Investment Officer Murray Leith and Equity Analyst Stephen Boland break down investing in American and international ma... more
In this episode, Equity Analyst Stephen Boland contends with the uncomfortable ethical tensions of investing in an industry tied to conflict. But can we afford to ignore defence in this era of heightened strife? Join us for a sincere conversation abo... more
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