Art of Boring
Hosted by Rob Campbell and Andrew Johnson and Kevin Minas · Mawer Investment Management Ltd.
4.7from 23 ratings
- 232
- Episodes
- 33
- Transcribed
- 23
- Ratings
- Weekly
- Cadence
- 2018
- First episode
About Art of Boring
Listen as Mawer Investment Management Ltd. takes a deeper dive into the investment philosophy and strategies that have helped put the odds in their clients' favour for over 50 years.
- Publisher
- Mawer Investment Management Ltd.
- Category
- business · business
- Language
- en
- Explicit
- No
- First episode
- 16 Feb 2018
- Latest episode
- 14 Oct 2026
Latest episodes
33 of 232 episodes have a transcript.
14 Oct 2026TRANSCRIPT
Quarterly Update | Q3 2026 | EP 232
8 Oct 2026TRANSCRIPT
Tariff Impacts on Canadian Portfolios | EP 231
7 Oct 2026TRANSCRIPT
Global Credit: Revisiting the Risks, One Year Later | EP 230
Inside a recent episode
Quarterly Update | Q3 2026 | EP 232
Published 14 Oct 2026 · Transcript excerpt
[…] And the rest of the index is sort of playing that supporting role. The question of, are these earnings real? Are they sustainable? I point to our teams have... highlighted some encouraging evidence coming out of at least the last quarter, the last second quarter of earnings season, where we've seen some evidence of accelerating cloud revenues, expanding margins, more tangible examples of return on that spending, and then the overall message that computing demand is still exceeding that supply. So there is still a lot of room to grow. So the AI earnings at this point seem real, and the companies that are driving the headline index returns are those the headline index does sometimes mask what's underneath it right which is perhaps a weaker market breadth or participation of companies throughout the index so at the end of september once that would be more than half of the stocks at least in the s&p 500 were about 20 below their peaks of all time. […]
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See plansWho has been a guest on Art of Boring
Names identified in recent episode analyses. Showing up to five guests.
- Stu Morrow
- Vijay Viswanathan
- Crista Caughlin
- Sandro Morassutti
- Marty Lee
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 4.2 / 5
- 5 ratings
- Spotify
- 4.9 / 5
- 18 ratings
Podcast Authority Score: 59 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 62
- Social presence
- 91
- YouTube
- 0
- Engagement
- 95
Contact Art of Boring
- Guest appearances
- Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Art of Boring
Who hosts Art of Boring?
Rob Campbell and Andrew Johnson and Kevin Minas host the show. Published by Mawer Investment Management Ltd..
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does Art of Boring take guests?
The show does not typically feature guests, based on episode analyses.
Where can I read transcripts?
33 of 232 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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