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PODCAST

Insight is Capital™ Podcast

AdvisorAnalyst.com

The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.

business investing

All Episodes

88:31

Impulses Driving Risk Appetite are Likely Transitory,...

Insight is Capital™ Podcast ·

2023/03/21

Aahan Menon joined us to discuss Prometheus Research's investment framework, which is based on economic forecasting of growth, inflation, and liquidity. He emphasized the importance of market regime confirmation to mitigate the risk of being wrong in economic forecasting.HIGHLIGHTS:Aahan's background and founding of Prometheus Research [00:02:59] Aahan talks about his career journey and how his experiences led him to found Prometheus Research, a systematic macro research firm.Unique approach of

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34:01

The Importance of Attracting and Engaging Millennial...

Insight is Capital™ Podcast ·

2023/03/08

Advisors are currently facing some significant challenges when it comes to working with millennial clients. The challenge lies in the fact that most high-net-worth clients are around 70 years old, while millennials are looking for advisors who can offer innovative, non-traditional approaches.The idea that millennials don't want professional advice is an under-informed perspective. As a practitioner, it's not about whether millennials want advice or not; the question that begs an answer is, "What

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77:18

Mike Green: The Fed Overreacted to 2022's Inflation...

Insight is Capital™ Podcast ·

2023/02/27

Simplify Asset Management's Chief Strategist, Michael Green, a prolific researcher and writer, with a huge and popular following on Twitter, where he tweets as @ProfPlum 99 and Real Vision where he shares his thoughts and industry contacts in his Mike Green –In Conversation series, as well as a famed observer of probabilistic market and economic outcomes, provides a deep dive into the current economic landscape and his investment strategy. The market is in a state of uncertainty due to various

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34:17

137 Alfred Lee – 2023 Outlook & Strategy: 50 / 30 / 20

Insight is Capital™ Podcast ·

2023/02/09

Alfred Lee, Director, Portfolio Manager, and Investment Strategist at BMO Global Asset Management joined us to discuss his outlook for 2023. 2022 was a year of challenges in the financial markets, with investors facing a lot of uncertainty. For 2023, we talk about whether inflation and interest rates are moving in a positive direction. We cover portfolio strategy, zoom in on interest rate policy, fixed income strategy, and take a look at his 2023 market outlook. We discuss factor and sector equity

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55:19

Erika Toth - ETFs, Credentials, Strategies & Advisory...

Insight is Capital™ Podcast ·

2023/01/23

Erika Toth shares her first hand perspective about the work she's doing with advisors to assist them into the realm of top shelf wealth management. This was a comprehensive talk about the trends shaping the wealth management business, the evolution investment advisors have undertaken to become Fee-based, to earn PM designations, and to level up and grow their business, to go toe-to-toe with ICPMs (Investment Counsel PMs).What's driving this massive change, this levelling of the playing field?Erika

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68:54

Alfonso Peccatiello: Macro 301 – Behind today's most...

Insight is Capital™ Podcast ·

2022/12/19

Alfonso Peccatiello, Founder, CEO, & Macro Strategist at The Macro Compass (https://themacrocompass.com) joins us for an amazing deep dive into what is behind all of today's macro-economic and macro-market considerations and discussions. If you're interested in getting at what is at the heart of today's volatile inflation, interest rate, bond yield, and monetary policy considerations across all regions including Europe and the US, don't miss this conversation.Alfonso Peccatiello's explanation of

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36:44

Richard Heft: How to add gravity to your client...

Insight is Capital™ Podcast ·

2022/12/16

This is part two of our thought provoking conversation with Richard Heft, President and Co-Founder at EXT. Marketing, which is in my opinion, one of Canada's premier expert financial communications and marketing firms. I'm always excited to talk to Richard; he's one of those folks who talks to everyone in the business. He always has a ton of takeaways and insight to share, every time.In part two, we talk about how advisors can add gravity to their communications with clients at a time when little

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29:37

Richard Heft: Markets, Inflation, and Missing the...

Insight is Capital™ Podcast ·

2022/12/15

We recently had a thought provoking conversation with Richard Heft, President and Co-Founder at EXT. Marketing in Toronto. We like talking to Richard as he as a uniquely qualified perspective on the entire Canadian investment industry, as one of the heads of what is arguably one of the best institutional communications consulting and production teams, now on both sides of the border. Along with EXT.'s co-founder, Jillian Bannister, Richard leads a group of communications and marketing experts

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83:54

132 Barometer's David Burrows: Whats What in This...

Insight is Capital™ Podcast ·

2022/11/08

David Burrows, President & Chief Investment Strategist, at Barometer Capital Management joins us for an in depth discussion on the markets, inflation, monetary policy, outlook, his base case, and exchanges his contrarian case for what possibly lies in the future vis-à-vis domestic and global economics, as well as sharing a few of his surprising ideas regarding what he's doing in the alternative investing space.David provides the Barometer team with macro driven quantitative analysis. Covering

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57:29

The Diversification Power of Real Liquid Alternatives...

Insight is Capital™ Podcast ·

2022/10/25

Joining us to talk about how liquid alternatives and real assets are integral to diversifying portfolios against today's inflation and rising rates are Jeff Evans and Travis Wetsch from TD Asset Management.2022 has been a challenging year so far for most investors. Falling stock and bond prices are taking a toll on investors, marking perhaps the abrupt end to a 40-year period of gains in the bond market like no other, and rates of inflation and inflation growth not seen since 1983.With correlations

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91:57

Darius Dale & Jason Del Vicario: Are Inflation Fears...

Insight is Capital™ Podcast ·

2022/10/20

Darius Dale, Founder and CEO, 42 Macro LLC, and Jason Del Vicario, CFA, Portfolio Manager, Hillside Wealth Management at IA Private Wealth join us to talk about the inflation outlook and debate the "weather" and whether the threat of inflation, inflationary volatility, and recession are overblown in this climate of extremely negative sentiment around both bond and stock markets.Darius Dale and his firm, 42 Macro, now based in upstate New York, are a 'macro-quantamental' research shop which have had

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60:08

Solving the "Nastiest Hardest Problem in Finance" –...

Insight is Capital™ Podcast ·

2022/10/19

Barry Gordon, Head of Canadian Retail Asset Management, at Guardian Capital LP, and Dr. Moshe A. Milevsky, Ph.D., Professor at Schulich School of Business at York University join us to discuss how they went about solving what Nobel Laureate, William F. Sharpe, has described at the "nastiest, hardest problem in finance."Guardian Capital made quite a splash recently, announcing their partnership with Dr. Moshe Milevsky to develop a suite of retirement decumulation solutions, that are now available as

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44:30

128 NBI's Martin Lefebvre: Bullish vs. Bearish: Who...

Insight is Capital™ Podcast ·

2022/10/05

Martin Lefebvre, Chief Investment Officer & Strategist at National Bank Investments joined us for a chat to discuss the tug of war that is going on between the bulls and bears.Our conversation begins with Martin Lefebvre's background as an economist, a portfolio manager and his rise to the CIO position at National Bank Investments. From there, we quickly segué into what's been going on in markets, sentiment, and his office's perspective on how investors should think about positioning their asset

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92:30

127 What Diversification Play Tackles a Stagflation...

Insight is Capital™ Podcast ·

2022/09/22

Our guests on this episode are our co-hosts , Mike Philbrick and Rodrigo Gordillo. They are principals at ReSolve Asset Management Global. They happen to also be the sub-advisors to the Horizons ReSolve Adaptive Asset Allocation ETF ( HRAA:TSX ).We talk about the chronic problem that the majority of us investors are UNDER-DIVERSIFIED. Profoundly under-diversified. Why? Diversifiers are either 'killing it' or 'killing you.' The problem is that effective uncorrelated diversifiers underperform during

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88:14

126 Jason Buck: Defensive Diversification & The...

Insight is Capital™ Podcast ·

2022/09/08

Jason Buck, Co-Founder & CIO, Mutiny Funds joins us for a chat that may have the power to change your perspective on diversification and risk management, return and long term investing outcomes. When unexpected major events occur, such as this year's stock and bond market rout in H122, where most or all of your supposedly diversified investments became correlated, and headed sharply to the downside, you may have been left feeling with the need to consider using a portfolio designed to protect

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75:44

125 Dividend Payers and Growers: Resilient During...

Insight is Capital™ Podcast ·

2022/08/10

We had the pleasure of interviewing Sri Iyer, Managing Director and Head of i3 Investments™ recently about what is, in our humble opinion, a seminal conversation on Dividend Investing.2022 has been a challenging year so far for most investors. Both stock prices and bond prices have taken a beating, marking perhaps the abrupt end to a 40-year period of gains like no other, and a rate of inflation not seen since 1983.It's time for advisors and investors to take steps to immunize their portfolios

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80:25

124 Meb Faber: The Problem with Long Term Investing

Insight is Capital™ Podcast ·

2022/08/03

Given the year 2022 has shaped up to be so far, we thought this would be a great time to catch up with one of the true luminaries of modern investing to talk about he wraps his head around successful long-term investing. Meb Faber, illustrious co-founder and CIO at Cambria Asset Management joins Pierre and Adam to catch up on markets and investing and how he has hacked the long term investing problem. Our conversation begins with a famous quote from another investing legend and goes from there. We

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46:50

123 The Intended and Unforeseen Opportunities of ESG

Insight is Capital™ Podcast ·

2022/07/21

ESG has gathered a lot of steam as an essential and strategic investment component for both returns, with long term positive fundamentals, and risk management.Around roughly 1400 studies have found a positive relationship between ESG scores on the one hand and financial returns on the other, whether measured by equity returns or profitability or valuation multiples. Another factor is the cost of capital. Evidence suggests that a better ESG score translates to about a 10 percent lower cost of capital

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60:54

Ivana Delevska - Investment Thesis for Industrial...

Insight is Capital™ Podcast ·

2022/06/30

There's a race going on in the industrial sector to modernize, technologize, compete, as well as de-carbonize. Ivana Delevska, Chief Investment Officer, SPEAR Invest, joined us to discuss the her investment thesis and strategy, underlined by her firm's research that following roughly 5 years of underinvestment, industrial companies have significant capital expenditures in front of them to catch up on, which will lead to greater adoption of industrial technology. We get into the important

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84:11

120 Value Stocks Are Back w/ Stephen Jenkins and...

Insight is Capital™ Podcast ·

2022/06/09

Every stock market correction is unique, with its own causes and consequences. There are some similarities between the current market decline and past declines.Take today's example; following a period of speculation and excess that began in 2020, tech stocks have taken a beating, some from as early as Q2 2021. It's reminiscent of the tech rout in 2000, when value stocks outperformed technology stocks.In fact, value stocks are outperforming, and providing both meaningful relative positive returns,

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234 results

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