Five Questions

News and Events

The 2020 season of an expanding line of Grayhawk podcasts featured Co-Chief Executive Officer Peter Mann and Chief Investment Officer Greg Gipson discussing trending portfolio-management topics.

Episode 10

June 19, 2020

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.

Episode 9

June 12, 2020

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?

Episode 8

The Value of Pie

June 5, 2020

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?

Episode 7

To Vietnam, With Love

May 29, 2020

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?

Episode 6

Great Expectations

May 22, 2020

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.

Episode 5

Weapons of Math Destruction

May 15, 2020

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.

Episode 4

To Infinity And Beyond

May 8, 2020

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.

Episode 3

The Secret to Surviving

May 1, 2020

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.

Episode 2

Discipline and Humility

April 24, 2020

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?

Episode 1

Where We Are, and What’s To Come

April 13, 2020

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.

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