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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 invested in gold for the past few years. Subscribe to the AIM YouTube Channel: ‪‪@avenueinvestmentmanagement9557‬ Visit our website: https://avenueinvestment.com/ Avenue's Quarterly Letter: https://avenueinvestment.com/category... For Wealth Management services: https://avenueinvestment.com/wealth-m... Check out our other insights: https://avenueinvestment.com/insights/ Follow Us On 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. We also believe in doing our own research—instead of taking someone else’s word for it, and we encourage all viewers, clients, and fellow investors to do the same. Learn more about the Avenue team and our strategy: https://avenueinvestment.com/our-team/ All material is Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the permission of Avenue Investment Management.

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 »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» All material is Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the permission of Avenue Investment Management.

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.ly/33ZD50xYrtw »»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»» 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 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 with the least amount of risk, regardless of the market environment. We achieve our results by owning select companies across diversified sectors in the economy that earn good returns on invested capital, which is the ultimate source of consistent profits. These profits that our investments generate are either reinvested within their business, driving future profits, or they are distributed to us shareholders as income. We aim to purchase our investments by paying what we determine to be a sensible price for each business. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle.  Disclaimer: 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.

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 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 with the least amount of risk, regardless of the market environment.   We achieve our results by owning select companies across diversified sectors in the economy that earn good returns on invested capital, which is the ultimate source of consistent profits. These profits that our investments generate are either reinvested within their business, driving future profits, or they are distributed to us shareholders as income.   We aim to purchase our investments by paying what we determine to be a sensible price for each business. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle. Disclaimer 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.

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 rate of return over time with the least amount of risk, regardless of the market environment.   We achieve our results by owning select companies across diversified sectors in the economy that earn good returns on invested capital, which is the ultimate source of consistent profits. These profits that our investments generate are either reinvested within their business, driving future profits, or they are distributed to us shareholders as income. We aim to purchase our investments by paying what we determine to be a sensible price for each business. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle. 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.   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 with the least amount of risk, regardless of the market environment.   We achieve our results by owning select companies across diversified sectors in the economy that earn good returns on invested capital, which is the ultimate source of consistent profits. These profits that our investments generate are either reinvested within their business, driving future profits, or they are distributed to us shareholders as income. We aim to purchase our investments by paying what we determine to be a sensible price for each business. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle. 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.

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 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 with the least amount of risk, regardless of the market environment. We achieve our results by owning select companies across diversified sectors in the economy that earn good returns on invested capital, which is the ultimate source of consistent profits.  These profits that our investments generate are either reinvested within their business, driving future profits, or they are distributed to us shareholders as income. We aim to purchase our investments by paying what we determine to be a sensible price for each business. Our investment approach also includes a tail hedging strategy that offers enhanced downside protection. This allows clients to remain invested comfortably throughout an entire market cycle.  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. 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 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  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.