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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

85:28

Nicolas Piquard: The Lowdown on Uranium, Lithium &...

Insight is Capital™ Podcast ·

2022/06/02

Nicolas Piquard, Vice-President & Portfolio Manager with Horizons ETFs Canada, joined us to talk about the significance of accessing three key commodity-focused sectors and asset classes in the context of today's global "low-carbon" ambitions. The biggest challenge for investors in 2022 is reconciling the need for diversification, largely in allocating more portfolio exposure to commodities and hard assets, with the fact that many of these sectors and asset classes are not aligned with

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39:52

Key Investment Themes in Tumultuous '22

Insight is Capital™ Podcast ·

2022/05/26

Mark Noble, Executive Vice President, ETF Strategy joins us to discuss the reasons markets have become so fragile in the wake of COVID, the inflation trend, rising rates and the war in the Ukraine which are defining the beginning of perhaps a new economic and market regime, and giving sharp definition to a number of key investment themes. We discuss the investing climate, and thematic investment trends and opportunities, some of which are still in their infancy, and some that are more mature, but

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81:27

Does Seasonal Rotation Work?

Insight is Capital™ Podcast ·

2022/05/25

Brooke Thackray, Research Analyst, Horizons ETFs Management, and Kim Inglis, Portfolio Manager at Raymond James Canada join us for a fascinating deep dive looking at 'seasonal rotation' investment strategy, the revealing and repetitive behavioural patterns that define key undercurrents in markets, and how he approaches the nuanced task of navigating annual seasonal uptrends and downtrends across a variety of equity markets, equity sectors, the bond market, and other asset categories.Brooke Thackray

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29:43

115 Canadian ETF Trends 2022 Update w/ Ronald Landry,...

Insight is Capital™ Podcast ·

2022/05/03

Ronald Landry, Head of Product & Canadian ETF Services at CIBC Mellon joined us for a look at the trends and developments that are shaping the growth of the Canadian ETF industry. Landry has been in the Canadian investment management industry for nearly 30 years, spending the past most recent 20 years in the once-nascent, and now flourishing ETF industry. Markets have gotten off to a rough in 2022, and we've just been through some pretty tumultuous, AND exciting times during the last two years,

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57:29

113 Eric Balchunas' The Bogle Effect

Insight is Capital™ Podcast ·

2022/04/20

Eric Balchunas, Bloomberg's Senior ETF Analyst joins us for a conversation about his journey and discoveries in the course of writing "The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions." Eric has a unique perspective as a senior ETF analyst at Bloomberg Intelligence, having researched and analyzed the Bogle Effect extensively. He is able to combine his data with interviews with Jack Bogle himself and over 50 people who knew him well, including

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89:41

112 Andrew Beer on Simplifying Managed Futures and...

Insight is Capital™ Podcast ·

2022/04/07

Our very special guest Andrew Beer, has a fascinating background and career in finance. He is a managing member at Dynamic Beta Investments, one of the oldest firms doing liquid alternatives. Their mission is to sponsor and roll out ETFs that look like managed futures (CTAs) and hedge funds, except with full transparency, liquidity, and none of the high fees.Dynamic Beta Investments' approach is both unique and fascinating, which brings Jack Bogle's philosophy to the managed futures (CTAs) and

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39:34

111 Investing in Technology Leaders of Today and...

Insight is Capital™ Podcast ·

2022/03/29

Technology stocks have had a rough start to date in 2022, and currently remain in and around correction territory after temporarily slipping into bear market territory just a few short weeks ago, as measured by the Nasdaq 100 index. Vitali Mossounov, Portfolio Manager and Global Technology Analyst, and Jonathan Needham, Vice President of ETF Distribution, at TD Asset Management joined Pierre Daillie to talk about how the external financial conditions of rising rates have led to this pullback

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118:13

110 Hugh Hendry: War Europe Inflation U.S. China...

Insight is Capital™ Podcast ·

2022/03/21

Hugh Hendry, The Acid Capitalist, Macro-Advisor, and Founder of Eclectica Asset Management, joins us for a creative and critical, hot-take filled conversation.=========================================HIGHLIGHTS=========================================- Blunderer Putin's absurd personal ego-fueled tragic war on Ukraine- Europe caught on the backfoot- Inflation, what it is and is this it, yet?- Natural gas, Pipelines- Gold- the unbalanced symbiosis that is U.S.-China trade, currency and policy

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68:58

109 Kim Shannon: Value Investing, Inflation &...

Insight is Capital™ Podcast ·

2022/03/08

Kim Shannon, Founder & Co-CIO, Sionna Investment Managers, joins us on Raise Your Average for a very enjoyable and insightful deep dive conversation about value investing, that value is an inflation/reflation trade, and has some advice for stock investors heading into 2022. The Canadian market is undervalued right now and there's a lot of opportunity for investors to take advantage of in the new year.Today is International Women's Day and in honour of that, we are excited to serendipitously

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91:53

108 Hugh Hendry: Big Macro Fault Lines

Insight is Capital™ Podcast ·

2022/03/01

Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the award winning hedge fund management firm, Eclectica Asset Management, joins Pierre Daillie and Joseph Lamanna for over 90 minutes, in a hot-take filled and hilarious-at-times conversation deep in critical and paradoxical thinking about the past and current geo-politics of Russia and China, the QE and disinflation-fueled equity and bond bull markets, the dynamics of oil and natural gas in the context of both pre-inflation concerns and the

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82:21

107 2022 ETF Market Review and Macro Landscape with...

Insight is Capital™ Podcast ·

2022/02/15

Daniel Straus, M.Fin, Ph.D., Director and Head of ETF Research and Strategy, at National Bank Financial joins us for a full bodied conversation about the North American ETF ecosystem and macro landscape.HighlightsDaniel's background in engineering, technology & financeHow the ETF landscape has changed in 12 yearsObservation that ETFs have become a game changer, the dominant solution - but already people are talking about what the 'next thing' will be. Direct indexing, DeFi, etc.Canadian ETFs are

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93:00

106 Making Sense of Sustainable Investing with Jon...

Insight is Capital™ Podcast ·

2022/02/09

Jon Aikman, Portfolio Manager, at ReSolution Investments and Dr. Sean Cleary, Chair of the Institute for Sustainable Finance, at Smith School of Business at Queen's University join us for a deep dive concerning ESG, the intended and controversial unintended consequences of ESG, ways of thinking about the definition and implementation of ESG investing, impact or sustainable investing, from the angles of both risk management and investment opportunity, and the key differences between top-down

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47:51

105 How ETFs Are Changing the Way We Invest with...

Insight is Capital™ Podcast ·

2022/02/03

Deborah Fuhr, Founder & Managing Partner, ETFGI joins us for a fireside chat about the work she is doing to further the evolution of the ETF industry. To begin, Ms. Fuhr sheds some light on the arc of her career. It's an 'aha moment' and it is her work history and background that provides an enlightening answer to the question "Who is Deborah Fuhr?"From her early days at Greenwich Associates to her rapid ascent to the high echelons of Wall Street and The City in London, we get to understand from

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78:14

104 Kim Shannon: Inflation, Value Investing & Canada Now

Insight is Capital™ Podcast ·

2022/01/26

Kim Shannon, CFA, Founder & Co-CIO, Sionna Investment Managers joined us for deep dive of a fireside chat on her career and perspective as a value manager, investing, inflation, the reflation trade, and why the current leg in the economic cycle is a favourable backdrop for Canadian equities.Kim reflects on her career history – her beginnings as a value manager under the wing of her early mentor at Royal and Sun Alliance, investing legend, John Di Tomasso, in the early 80s. She describes her

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81:36

103 Crypto: Still Early Innings with Ric Edelman

Insight is Capital™ Podcast ·

2022/01/24

Ric Edelman, Founder, DACFP (Digital Assets Council of Financial Professionals & Edelman Financial Engines, the largest independent U.S. RIA firm joins us for 80 minutes to discuss his thoughts on Crypto, Bitcoin, Ethereum, and Blockchain. Ric Edelman shares his history in the financial industry as the founder of Edelman Financial Engines, and as founder of DACFP, the Digital Assets Council of Financial Professionals, which he founded more recently to address the growing needs advisors have to

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76:11

102 A Sea of D's in 2022 w/ Darius Dale and Mary...

Insight is Capital™ Podcast ·

2022/01/17

Darius Dale, Founder & CEO, 42 Macro LLC, and Mary Hagerman, Portfolio Manager, Raymond James (our guest advisor panelist) joined us on Raise Your Average for a full market macro overview. Darius Dale takes us through the inner workings of his and his firm's "GRID" macro framework as well as macro-forecast modelling framework. We discuss his outlook at the time for the markets and economy, and the inflationary and simultaneously, deflationary dynamics that are causing confusion surrounding

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28:02

Ep. 100 Multi-Asset Strategies: Making Your Money...

Insight is Capital™ Podcast ·

2022/01/13

Michael White, CFA, Portfolio Manager, Multi-Asset Strategies at Picton Mahoney Asset Management joins Pierre Daillie to discuss how taking a multi-asset/multi-strategy approach to diversification - using alternative strategies that don’t rely on stock and bond markets rallying - can potentially help diversify the risks that investors are taking in the market and enhance the quality of returns in portfolios.

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73:49

99 Huber's New Almanac of Alternative Investments

Insight is Capital™ Podcast ·

2022/01/06

Phil Huber, CIO, Savant Wealth Management, based in Chicago, joins us for a deep dive on how advisors can thoughtfully and successfully implement alternatives to gain a competitive edge in portfolio construction. Phil is a former award-winning advisor, was appointed CIO, at Savant following the merger of Huber Financial Advisors and Savant Capital, which forged their $8-billion Chicago-land behemoth Savant Wealth Management RIA two years ago.Recognizing that there was a massive proliferation of

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70:00

97 Preet Banerjee - What is Advice Worth?

Insight is Capital™ Podcast ·

2021/12/23

Preet Banerjee, Founder and CEO of MoneyGaps (https://moneygaps.com) joins us for a deep dive into the topic of the value of financial advice, and he has been researching the answer to the question, "How do you quantify the value of financial advice?". This is a quintessential question, and the answer is not simple. We get into an eloquent and well explained conversation about the different qualitative and quantitative components that make up that value. As pretext, Preet Banerjee is in the process

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84:13

96 New Ways to Optimize Retirement with David...

Insight is Capital™ Podcast ·

2021/12/15

David Blanchett, Head of Retirement Research at $1.5-trillion AUM, PGIM (Prudential) and Dr. Michael Finke, Ph.D., Professor of Wealth Management, The American College, join us for a deep dive discussion into the challenges facing retirees, new ways of thinking about retirement and longevity, and new solutions advisors can use to help their clients optimize funding retirement income liabilities in this low rate, low yielding, & historically sky-high equity valuation environment. They answer the

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234 results

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