Best Competition Caution Podcasts (2025)

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Cross-Border Tax Fraud an Old Story, Roman Scroll Shows (Rerun) 14:43

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6d ago14:43

14:43

For the holidays, we serve up an encore presentation of a Talking Tax podcast that shows cross-border tax fraud has been around a long time. When researchers studied a previously mislabeled scroll, they discovered detailed attorney notes for a case against taxpayers accused of using forged documents and sham transactions between the Roman provinces…

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Credit Markets: Caution, Compression, and Opportunity | EP 203 20:41

6d ago20:41

20:41

On this episode of The Art of Boring, Global Credit Portfolio Manager Brian Carney unpacks what he believes are some of the most pressing issues in credit markets today. He explores whether recent private market bankruptcies signal deeper systemic concerns, how to position for sovereign bond issuer risk in a sticky inflation world, and the impact o…

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What Comes Next for the IRS and Tax After the Long Shutdown 15:11

13d ago15:11

15:11

Congress is back after ending the longest shutdown in US history. But the bipartisan accord left funding for the IRS and Treasury Department ending in less than three months and the fate of the enhanced premium tax credits at the center of the crisis still unresolved. On this episode of Talking Tax, Bloomberg Tax Congress reporter Zach C. Cohen and…

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Mamdani's NYC Tax Agenda Prompts Advisers to Caution Patience 11:50

19d ago11:50

11:50

New York City Mayor-elect Zohran Mamdani ran on an expansive affordability agenda that would be paid for by higher taxes on corporations and wealthy individuals. The democratic socialist's vision will be tough to realize, though, because any tax hikes would have to be approved by the New York State legislature and tax hike-averse Gov. Kathy Hochul …

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Grant Thornton Leader Leveraged PE Deal to Raise Audit Bar 20:39

27d ago20:39

20:39

Grant Thornton’s top audit leader is bullish on the practice’s future after a 2024 deal that sold a significant stake in the accounting and advisory firm to private equity investors led by New Mountain Capital. The audit practice has benefited from a boost in dedicated resources and also bolstered its safeguards against conflicts of interest. Those…

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International Equity: AI Enablers, Competitive Strength, Portfolio Resilience | EP 202 22:57

27d ago22:57

22:57

In this episode, portfolio manager Peter Lampert discusses the evolving landscape of international equities, with a special focus on the portfolio's exposure to AI enablers—companies powering the semiconductor supply chain, from power supply units to memory makers. Lampert explains the importance of distinguishing between firms merely riding the AI…

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Plan to Drop 10-Qs Threatens to Trip Up Analysts' AI Models 17:36

1M ago17:36

17:36

A Trump administration push to reduce the frequency of corporate earnings reports risks hurting the accuracy of artificial intelligence-fueled models used by analysts, an accounting adviser said. Chief financial officers and other C-suite leaders would in turn need to address greater reputational risk if a plan to give public companies the option t…

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Global Equity Update: Collaboration, Diversification, and Staying in the Middle of the Net | EP 201 18:56

1M ago18:56

18:56

Paul Moroz returns to share an update on our global equity strategy. We dig into what's changed since Paul resumed the lead portfolio manager role, how the team's collaboration has evolved, and why a more diversified and resilient portfolio is the result. Listen for Paul's take on why optionality and humility matter more than ever. Key highlights: …

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Treasury Is Working to Implement GOP Tax Law Amid Shutdown 16:39

1M ago16:39

16:39

Despite the ongoing US government shutdown, many at the Treasury Department remain on the job working on guidance related to the July GOP tax law. Those at Treasury handling the international provisions used to be coworkers of Beth Bell, who became a principal at PwC’s National Tax Service in Washington less than a month ago. On this week's episode…

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Ireland Mulls Tax Options to Stay Competitive in Global Economy 11:52

2M ago11:52

11:52

Ireland has presented a frugal budget for 2026 in the face of uncertainties caused by President Donald Trump's tariff and tax policies. The 15% global minimum tax on corporations and Trump's threats to impose large tariffs on pharmaceutical companies—most of which are US companies headquartered in Ireland—have increased pressure on the country to f…

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Quarterly Update | Q3 2025 | EP 200 21:41

2M ago21:41

21:41

In this episode, we sat down with our Director of Research, Vijay Viswanathan, and Institutional Portfolio Manager, Kevin Minas, to talk through their observations this past quarter. We talk macro, micro, and everything in between, touching on changing market dynamics, central bank policy, how the portfolios are doing in this environment, and, fina…

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What an IRS CEO Means for Tax Administration, Agency Functions 15:12

2M ago15:12

15:12

Taxpayer advocates are keeping close watch on this week's decision to name Social Security Administration Commissioner Frank Bisignano as CEO of the IRS, and have many questions about what it could mean for the agency. Treasury Secretary Scott Bessent said Monday he was creating a new IRS CEO position, and Republicans in Congress seem to be general…

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The Canadian Bond Balancing Act: Trade Policy, Central Banks, and Economic Growth Impacts | EP 199 18:16

2M ago18:16

18:16

In this episode, Fixed Income Portfolio Manager Crista Caughlin breaks down the macro forces driving bond markets in 2025. From trade uncertainty to central bank policy shifts, Crista explains how these themes are shaping Canadian fixed income performance and where she sees opportunities ahead. Key highlights: Trade policy uncertainty, fiscal stimu…

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How Transfer Pricing Can Help Fix a Student Athlete Pay Problem 12:39

2M ago12:39

12:39

Ever since student athletes gained the right to be compensated for use of their image in advertisements and merchandise sales, the money has flooded in, but so have some problems. While the athletes can now be compensated for their name, image, and likeness—or NIL—schools still can't directly pay them for playing, and the NCAA has rejected any noti…

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Patience and Progress: Navigating Japan's Investment Terrain | EP 198 17:16

2M ago17:16

17:16

Equity analyst Ian Turnbull shares insights from his latest trip to Japan, highlighting the unique aspects of Japanese society and corporate culture. From surplus and stakeholder capitalism to why you might get more than you pay for at a 7-Eleven convenience store, Ian reflects on the value of on-the-ground research, the trade-offs involved in capi…

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Hashing Out US-World Tensions on 'Side-by-Side' Global Tax Deal 13:53

2M ago13:53

13:53

About three months have passed since Treasury Secretary Scott Bessent announced that the US, along with its Group of Seven allies, agreed to work on a system that would exempt American companies from parts of the global minimum tax. In that time, the US proposed a technical solution to separate its tax system from the global minimum tax. But other …

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How IRS Attorney Departures Will Prolong Cases, Spur Settlements 12:41

3M ago12:41

12:41

Big job cuts and reductions in resources at the IRS are liable to prolong disputes over tax bills and force the agency to leave money on the table when cases are finally resolved. More than 170 attorneys have withdrawn from representing the IRS in cases in US Tax Court since Donald Trump became president in January, according to a Bloomberg Tax ana…

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From Invisible Hand to Heavy Hand: Government Stakes, AI, and the Shifting CapEx Cycle in U.S. Markets | EP 197 27:12

3M ago27:12

27:12

In this episode, U.S. Equity Portfolio Manager Grayson Witcher explores the evolving intersection of government policy, innovation, and capital expenditure (CapEx) in U.S. markets. The discussion unpacks how public spending and strategic government stakes—especially in sectors like semiconductors and defense—are reshaping the investment landscape. …

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Companies Face Tariff-Induced Transfer Pricing Audit Risks 12:34

3M ago12:34

12:34

President Donald Trump's widespread tariffs are boosting tax dispute risks for companies that are scrambling to understand how to factor the new trade duties into their transfer pricing and tax planning without attracting an audit. Tariffs raise the prices of imported goods, meaning companies importing products from their own affiliates may have to…

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Enrolled Agents Anticipate IRS Chaos for Next Tax Filing Season 11:54

3M ago11:54

11:54

Tax preparers consider themselves foot soldiers on the front lines of Americans' income tax preparations. They provide advice and file the returns, helping the government collect its revenue and make sure people are paying their fair share. They are also some of the first to warn taxpayers about scams. This group of preparers includes enrolled agen…

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Congressional Deadline on Shutdown Deal Adds to IRS Challenges 12:27

3M ago12:27

12:27

Congress is back in session with just a few weeks to reach an agreement before government funding runs out Sept. 30. For IRS watchers, the lack of agreement on how to fund the tax collection agency or whether to extend expiring tax breaks rank among the key issues lawmakers will grapple with over the coming months. In this week’s episode of Talking…

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IP Poses Risks, Opportunities for Companies' Tariff Planning 15:49

3M ago15:49

15:49

As President Donald Trump's tariffs make waves in the world economy, multinational companies are mulling what it could mean for their intangible assets like intellectual property and brand recognition. The vast majority of corporate value comes from intangibles. In 2020, such assets made up 90% of the value of the S&P 500, according to an often-cit…

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KPMG Juggles AI Efficiency Gains With Long-Term Talent Strategy 15:43

3M ago15:43

15:43

Big Four accounting firms are racing to integrate next-generation AI technology across their service lines and develop a talent strategy to match the industry's new era. KPMG is focused on making sure it's balancing efficiency gains because of artificial intelligence with long-term workforce development, according to Sandy Torchia, vice chair of ta…

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Convergence and Complacency: Today's Credit Markets | EP 196 29:26

3M ago29:26

29:26

Brian Carney, lead portfolio manager of the global credit opportunities strategy, explores the current credit market environment characterized by tight spreads and low defaults despite global uncertainties. He discusses the concept of "convergence and complacency"—where large pools of capital chase lower-quality borrowers while markets overlook ser…

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Cross-Border Tax Evasion Is an Old Story, Roman Scroll Reveals 14:31

3M ago14:31

14:31

Proof from an ancient Roman scroll: As long as there have been taxes, there has been tax evasion. When researchers studied a previously mislabeled scroll, they discovered detailed attorney notes for a case against taxpayers accused of using forged documents and sham transactions between the Roman provinces of Judaea and Arabia to escape taxes on th…

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Pharmaceutical Companies Navigate Transfer Pricing as Tariffs Loom 18:43

4M ago18:43

18:43

Pharmaceutical companies are scrambling to respond to the Trump administration's tariff threats, seeking to mitigate duties on their products while keeping the impact on their tax bills to a minimum. The industry has long leveraged complex transfer pricing arrangements to cut down on its tax bills, but now the looming tariffs could spark a major re…

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Help Wanted: Top Job at IRS Open After Confirmed Chief Splits 12:03

4M ago12:03

12:03

One of the most unwanted jobs in Washington is now up for grabs—again. President Donald Trump's IRS commissioner, Billy Long, exited as the head role last week and is expected to be nominated as the ambassador to Iceland. Treasury Secretary Scott Bessent will fill the job in the interim. The vacancy at the top of the IRS continues the turbulence th…

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From Inventory to Innovation: Canadian Small Caps in Focus | EP 195 16:48

4M ago16:48

16:48

In this episode equity analyst Dominic Drzazga discusses the current state of Canadian small caps, highlighting how geopolitical volatility creates both challenges and opportunities. The conversation covers recent portfolio additions including Sprott's precious metals trust and Kraken's underwater robotics technology, while reflecting on the bitter…

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Tariffs Draw All Hands—Tax and Others—to the Executive Suite 14:56

4M ago14:56

14:56

It’s been four months since the Trump administration announced its “Liberation Day” tariffs, and companies are still scrambling to make sense of what it means for their operations and tax planning. Rates keep changing, sometimes day to day, as countries struggle to make lasting trade deals with the US, while corporate tax and customs departments pu…

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Small Business, Trusts Brace for Phaseout of Paper Tax Refunds 13:03

4M ago13:03

13:03

Millions of taxpayers used to getting paper checks from the Treasury Department will soon have to find another way to get their money as the agency phases out paper refunds. The Treasury will send its final tax refund on a paper check by October, if it stays the course set by President Donald Trump’s March 25 order to transition fully to electronic…

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Back to the Future: Global Equity | EP 194 16:21

4M ago16:21

16:21

Paul Moroz returns to The Art of Boring podcast after three years, discussing his reappointment as lead manager of Mawer's global equity strategy. Paul outlines the team's strategic approach to portfolio repositioning and reflects on how the investment landscape has evolved over the past five years. He emphasizes increased diversification, better a…

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Trump Administration Signals Changing Standards for Tax-Exempts 15:02

4M ago15:02

15:02

Tax-exempt organizations are closely watching the Trump administration to see if it makes good on its intention to alter standards around claiming tax-free status. The IRS gave a green light to churches speaking about political campaigns and candidates without losing their tax-exempt status, while President Donald Trump publicly threatened Harvard …

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The Tax Bill's Obscure Breaks and the Road Ahead for Congress 14:48

5M ago14:48

14:48

Tax breaks for whale captains in Alaska and spaceport builders were among the lower-profile perks included in the GOP's $3.4 trillion tax-and-spending law enacted this month. The policies were necessary to gain votes of Republican holdouts, enabling the measure to pass in both the Senate and House in time for GOP lawmakers' self-imposed July 4 dead…

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Quarterly Update | Q2 2025 | EP 193 27:07

5M ago27:07

27:07

In this episode Canadian bond portfolio manager, Crista Caughlin, and balanced portfolio manager, Steven Visscher discuss Q2's market and economic activity. Topics covered include "Liberation Day's" tariff shocks, central bank policies, inflation, and other themes. Key Takeaways: The announcement and subsequent deferral of sweeping U.S. tariffs cau…

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What Latin America Can Teach About Tariffs, Transfer Pricing 13:58

5M ago13:58

13:58

Multinational corporations have been hustling to make sense of the flurry of US tariff policy changes this year, and figure out how to factor that into their transfer pricing. One place that's been in this situation before: Latin America. For decades, companies there have been navigating tariffs and the impacts on their tax planning—including trans…

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What the G7 Did to the Global Tax Pact, and What Comes Next 17:23

5M ago17:23

17:23

The fate of the OECD-led global tax deal was rocked this week after the US and its Group of Seven allies came to an understanding that would exempt American companies from two key parts of the global minimum tax framework. G7 countries agreed to the exemption over the weekend in exchange for Congress removing Section 899 from its tax-and-spending b…

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US Audit Board’s Role Still Sparks Debate Two Decades Post-Enron 29:54

5M ago29:54

29:54

Congress is reconsidering the accounting guardrails it put in place more than two decades ago to ensure investors can trust the revenues and asset values listed companies publish. Republican budget proposals would abolish the US audit regulator and reassign its work to the Securities and Exchange Commission. While lawmakers negotiate over what will…

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Customizing the Last Mile: AI, Innovation, and Mawer's Tech Evolution | EP 192 22:11

5M ago22:11

22:11

In this episode, Justin Anderson, Mawer's Chief Technology Officer, sits down to discuss the evolving "build-in vs. build-out" technology framework. Justin explains how Mawer approaches technology decisions—balancing vendor solutions with in-house customization—and shares practical examples from the firm, including proprietary solutions such as tra…

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Here's the Status of the GOP Tax Bill Moving Through Congress 17:51

6M ago17:51

17:51

The Republican-led Senate Finance Committee unveiled its portion of the mammoth tax-and-spending legislation that's quickly moving through Congress, and there's a lot to unpack. The Senate bill has dozens of differences from the House version. It makes several business breaks permanent, softens the excise tax on university endowments, and phases ou…

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Big Four Layoffs Hit Amid Uncertain Time for Accounting Pipeline 20:49

6M ago20:49

20:49

Recent layoff announcements at Big Four accounting, tax, and consulting firms come as the industry faces economic uncertainty and a shrinking talent pool. The accounting profession is at a crossroads as a new class of students graduate. While recent data shows heightened interest in both undergraduate and master's degree programs, the industry face…

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Energy, Gold, and Growth: Current Insights on Canadian Markets | EP 191 28:07

6M ago28:07

28:07

Mark Rutherford, co-manager of Mawer's Canadian large cap strategy, discusses the ongoing volatility in oil, the unique role of gold, the outlook for Canadian banks, and the potential impact of recent political changes. Mark also shares how the Mawer team is leveraging AI to enhance their investment process and decision-making. Key Takeaways: • Oil…

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Why Markets Fear Impact of House GOP's Proposed Retaliatory Tax 14:31

6M ago14:31

14:31

The “revenge” tax provision that’s in the giant tax bill working its way through Congress has a lot of people worried. Known as Section 899, the provision would impose stiff, retaliatory tax rates on companies and people from countries that the US deems to be imposing "unfair" and "discriminatory" taxes against US companies. It was included in the …

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Finding Hidden Gems in Emerging Markets | EP 190 16:09

6M ago16:09

16:09

Join Peter Lampert, Portfolio Manager of Mawer's Emerging Markets strategy, as he takes you on a journey from Polish meat counters to UAE boardrooms, revealing how a disciplined bottom-up approach uncovers extraordinary opportunities in overlooked markets. Key Takeaways: • Mawer's bottom-up philosophy is consistent across markets, but emerging mark…

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International Provisions in GOP Tax Bill Face Senate Changes 19:41

6M ago19:41

19:41

Companies scored wins after the House passed a multi-trillion-dollar tax bill that largely preserved the current tax rates on foreign-earned income. Republicans' 2017 Tax Cuts and Jobs Act created a new international tax regime including a minimum tax on global intangible low-taxed income, or GILTI, a reduced tax rate on foreign-derived intangible …

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Navigating Uncertainty: Global Small Caps, Process Innovation, and AI at Mawer | EP189 23:58

6M ago23:58

23:58

In this episode, Karan Phadke, Portfolio Manager for Mawer's global small cap strategy, shares insights on how small caps are navigating trade policy volatility, the importance of proactive management, and Mawer's unique approach to process improvement and AI integration in investment research. Key points from this episode: • Small caps' local focu…

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A Budget Watchdog Veteran Warns GOP Tax Bill to Hike Deficit 19:42

7M ago19:42

19:42

House Republicans are moving quickly to get a massive tax-and-spending package across the finish line before week's end even as they negotiate with party factions over outstanding concerns. Some Republicans are demanding deeper cuts to social programs like Medicaid to curb deficits as part of the deal and to reduce the package's cost to extend the …

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IRS Staff Downsizing Offers New Look at Private Sector Tax Work 15:45

7M ago15:45

15:45

With the massive wave of federal government layoffs, tens of thousands of workers from the IRS and other agencies are likely looking for new jobs, potentially in the private sector for the first time. Caroline Ciraolo, a partner at Kostelanetz and founder of the firm's office in Washington, D.C., has started an initiative that connects former feder…

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IRS Workforce Cuts, Leadership Departures Ripple Across Agency 14:19

7M ago14:19

14:19

The IRS right now isn't the same agency it was at the start of this year. That's because about 20% of IRS workers have signaled they want to leave or have been fired. The ripple effects of this exodus could go far, not just for the IRS itself, but for businesses and individual taxpayers trying to file their returns. Roughly half of the 30 people at…

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Why GOP Lawmakers Are Targeting the US Audit Board 12:30

7M ago12:30

12:30

House Republicans are pushing a plan to dismantle the US audit board and send its watchdog duties to the Securities and Exchange Commission as part of a federal budget-cutting process. It's not the first GOP attempt to rein in the Public Company Accounting Oversight Board, but this time it comes against the backdrop of the Trump administration's sw…

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The Long View: Global Equity Positioning in Uncertain Markets | EP188 21:13

7M ago21:13

21:13

In this episode, global equity co-manager, Manar Hassan-Agha, examines how tariff policies have created uncertainty for businesses, particularly impacting capital deployment decisions and supply chains. Manar explains how a focus on asset-light, service-oriented businesses with recurring revenue provides resilience during volatile periods, with lim…