Different Makes A Difference®

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’ve been doing so for over 100 years. Join us for some lessons we’ve learned along the way – that can make a difference for the future.

Different Makes A Difference® is a business podcast hosted by Unknown Host, with 34 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts Different Makes A Difference®, a business show with 34 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Episode #31

  The Business Behind Clean Water

  Jun 30, 202618 minS0

  <p>While most investors chase the latest market darlings, Equity Analysts Stephen Boland and Cory O'Krainetz discuss Veralto, a little-known but essential name in clean water. A Danaher spinoff with a razor/razor-blade business model, Veralto is deeply embedded in the systems that keep our water clean and our food and pharmaceutical labels trustworthy. Tune in to hear why this mission-critical business, trading well below its historical valuation, is one of the market's under-appreciated long-term opportunities.</p><p><br></p><p>--</p><p>Learn more about the podcast here:</p><p>https://www.odlumbrown.com/insights/different-makes-a-difference</p><p><...

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  Episode #30

  SpaceX: Shooting for the Stars

  Jun 11, 202617 minS0

  <p>Equity Analysts Stephen Boland and Steven Zicherman examine SpaceX’s IPO, one of the most anticipated public offerings in a generation, while questioning how the public market might ultimately price it. They highlight two core engines of value beyond launch services: Starlink’s rapidly scaling satellite internet network and its lofty AI ambitions. The result is an imaginative but complex opportunity, rich in possibility, yet highly sensitive to valuation and execution.</p><p><br></p><p>--</p><p>Learn more about the podcast here:</p><p>https://www.odlumbrown.com/insights/different-makes-a-difference</p><p><br></p><p>Just as e...

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  Episode #29

  What Kept Us Busy This Quarter

  Jun 5, 202619 minS0

  <p>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 is reshaping inflation and consumer resilience, and some of our latest stock recommendations. It's a wide-ranging conversation that connects the macro headlines to what they mean for investors and business leaders right now.</p><p><br></p><p>--</p><p>Learn more about the podcast here:</p><p>https://www.odlumbrown.com/insights/different-makes-a-difference</p><p><br></p><p>Just as...

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  Episode #28

  Being Different: Why We’re Reducing AI Exposure

  May 19, 202633 minS0

  <p>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 Officer Murray Leith and Equity Analyst Stephen Boland discuss some of the more controversial trades we’ve made recently and what signals we’re seeing that rhyme with past booms.</p><p><br></p><p>--</p><p>Learn more about the podcast here:</p><p>https://www.odlumbrown.com/insights/different-makes-a-difference</p><p><br></p><p>Just as every in...

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  Episode #27

  Siding with Hardie: Why the Market is Wrong

  Apr 28, 202615 minS0

  <p>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 pair break down the long-term growth thesis for the company and explain our contrarian view that the selloff may be a great opportunity despite near-term concerns.</p><p>--</p><p>Learn more about the podcast here:</p><p>https://www.odlumbrown.com/insights/different-makes-a-difference</p><p><br></p><p>Just as every individual is unique, so are your financial circumstances. Be sure...

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