This week at Sinclair Range, we break down how to properly evaluate investment performance, why benchmarks and mandates matter more than headline returns, and why private credit generates better returns than real estate. • How to Judge Investment Performance Properly Why two portfolios with similar returns can be judged very differently depending on mandate, risk, and benchmarks. • Benchmarks, Risk, and the AI Bubble Why today’s equity benchmarks are distorted by a handful of AI-driven st...
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This week at Sinclair Range, we break down how to properly evaluate investment performance, why benchmarks and mandates matter more than headline returns, and why private credit generates better returns than real estate. • How to Judge Investment Performance Properly Why two portfolios with similar returns can be judged very differently depending on mandate, risk, and benchmarks. • Benchmarks, Risk, and the AI Bubble Why today’s equity benchmarks are distorted by a handful of AI-driven st...
This week’s episode blends economic reality checks with behind-the-scenes dealmaking, negotiation strategy, and the ongoing rebuild at Sinclair Range. In this episode: • Canada’s economy contracts 1.6% in Q2 2025, with exports plunging 31% and unemployment hitting its highest level since 2016 (outside the pandemic). Does Mark Carney have a plan? • A restructuring file where a customer dispute led to insolvency pressures — and how applying my ATMOG negotiation framework turned it into a lif...
The Winning Momentum Podcast with Scott Sinclair
This week at Sinclair Range, we break down how to properly evaluate investment performance, why benchmarks and mandates matter more than headline returns, and why private credit generates better returns than real estate. • How to Judge Investment Performance Properly Why two portfolios with similar returns can be judged very differently depending on mandate, risk, and benchmarks. • Benchmarks, Risk, and the AI Bubble Why today’s equity benchmarks are distorted by a handful of AI-driven st...
