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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

74:03

95 Mary Hagerman: The Black Belt Advisor

Insight is Capital™ Podcast ·

2021/12/09

Mary Hagerman, accomplished, award-winning Investment Advisor, Portfolio Manager, and best-selling author of 'The Black Belt Investor', at Raymond James, based in Montreal, joins us for a fireside chat. Our conversation spans from Mary's early career, her longstanding desire to implement true fiduciary financial planning in what was a traditional, transactional stockbroker/advisor driven business, to evolving her practice into a fee-based, discretionary portfolio management business model that

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20:50

94 Jeff Bradacs: How Market Neutral Strategies Fit...

Insight is Capital™ Podcast ·

2021/12/01

Jeff Bradacs, CFA, Portfolio Manager, Picton Mahoney Asset Management joins Pierre Daillie to discuss how a market neutral strategy can help keep Mr. Market quiet, especially in today’s economy and market that is transitioning from a high-growth, early-cycle recovery stage to a slower-growth, mid-cycle environment. Jeff breaks down how a market neutral strategy generates returns through stock selection, where he and his team are finding opportunities and what they see in the macro environment.Where

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35:04

93 Mike Green: Stock Markets Are Less Efficient, and...

Insight is Capital™ Podcast ·

2021/11/24

Michael Green, Michael Green, Chief Strategist at Simplify Asset Management joins Pierre Daillie and Adam Butler for a revealing conversation about his thesis that stock markets are less efficient and more 'inelastic' because of the proliferation of passive index investing over the last few decades, and what that means. His thesis and research, now corroborated and examined by academic studies, labelling it as the 'Inelastic Market Hypothesis,' by Xavier Gabaix and Ralph Koijen, Jean-Philippe

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112:56

92 Simplify's Michael Green: The Un-Consensus on...

Insight is Capital™ Podcast ·

2021/11/16

Michael Green, Chief Strategist at Simplify Asset Management joins Pierre Daillie and Adam Butler for a blockbuster of a conversation about his macro view of the economy, inflation, markets and the dynamics of today's equity and fixed income markets, as well as his in depth view that stock markets are less efficient and more 'inelastic' due to the proliferation of passive index investing, and what that means.Our conversation begins with Michael setting the stage for the entire conversation by

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81:18

91 SIACharts' Paul Kornfeld on Actionable, Investment...

Insight is Capital™ Podcast ·

2021/11/10

Paul Kornfeld, CFA, President of SIACharts joins Pierre, Mike and Rodrigo for a deep dive into the capabilities of his firms powerful proprietary Investment Advisor platform, SIACharts encompasses a suite of tools advisors can use to efficiently make comparative decisions across all individual North American Stocks, ETFs and Canadian Mutual Funds. We get into the nuts and bolts of what makes the SIACharts platform tick. For starters, SIACharts carries out 10-billion calculations each trading day to

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60:27

90 Canada's Leading VC: Back From the Brink & Keeping...

Insight is Capital™ Podcast ·

2021/11/03

John Ruffolo, Founder and Managing Partner at Maverix Private Equity, joins us for an full hour conversation. Our conversation begins with Ruffolo recounting his near-catastrophic brush with death last Fall, when he was struck from behind by a jack-knifing Mack truck hit him while cycling, and his subsequent and arduous 30-hours per week recovery regimen.Our conversation then turns to the long standing issue of the trend of the historical Canadian brain and IP drain. Ruffolo shares his profound

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67:28

89 Unlocking Total Return & Yield From Dividends,...

Insight is Capital™ Podcast ·

2021/11/02

Ben Gossack, VP & Director, Portfolio Manager, and Trevor Cummings, VP, ETF Distribution, both from TD Asset Management (TDAM), join Pierre Daillie for a deep dive discussion about the innovative ways the asset management team at TDAM are enhancing investment income without sacrificing total return in their enhanced dividend income strategies.In the conversation, Ben Gossack, lead portfolio manager on TDAM's enhanced dividend strategies, details how he and his team actively manage their core

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56:49

88 ESG: What Difference Does It Make?

Insight is Capital™ Podcast ·

2021/10/23

There is clearly a lot of scepticism about the validity of ESG? So why is ESG happening, and exactly who cares about it?In this episode, we invited three thought leaders in the field of ESG and responsible investing to demystify the meaning and the significance of ESG.For example, does it really matter if you agree with it or not? It doesn't. Your clients however may feel differently, and if you're not talking to them about it, chances are they are going to talk to someone else about it. The whole

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98:41

87 David Rosenberg: Take Off Your 'Rosie' Coloured...

Insight is Capital™ Podcast ·

2021/10/14

David 'Rosie' Rosenberg joins us for 98 minutes to discuss his latest outlook for the economy, bond and equity markets, and two of his current investment recommendations. We jump right in to David Rosenberg's outlook for the economy and markets. [1:24] Setting the stage for what's to come in our conversation David Rosenberg describes the conditions he thinks are likely to occur and what that means for the economy and markets. At 38X valuations he says the temptation to get in the market in equity

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79:44

Ep 86 Jeffrey Sherman – Macro-View: How to Protect...

Insight is Capital™ Podcast ·

2021/10/13

Jeffrey Sherman, Deputy CIO, DoubleLine Capital joins us for nearly 90 minutes on all things investing, and how he's navigating this bizarre market. Our discussion turns to positioning fixed income, equities, commodities, real assets, as well as getting into the nuts and bolts of how he manages money at DoubleLine Capital. To begin, Jeffrey talks about his career path [1:27] and then we get into his expectations for the economy, markets, rates, wages, housing and Inflation among other things [6:20],

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75:41

Ep 85 Return Stacking: Strategies for Overcoming a...

Insight is Capital™ Podcast ·

2021/10/12

Adam Butler, CIO and Rodrigo Gordillo, President, of ReSolve Asset Management Global join Pierre Daillie, from AdvisorAnalyst.com for an amazing discussion about ReSolve's latest research paper, "Return Stacking: Strategies for Overcoming a Low-Return Environment." In our discussion we cover the following points on this novel investment concept of portfolio construction:- Stretched valuations in equities and fixed income imply depressed returns and higher potential volatility for traditional

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82:51

Ep 84 The Future of Advisor Marketing Today with...

Insight is Capital™ Podcast ·

2021/10/07

Richard Heft, President, and Andrew Broadhead, Head of Content, at EXT. Marketing, and co-authors of the bestselling guide, The Ascendant Advisor, join us to talk about how advisors can transform their practice into a competitive business magnet in today's digital world. If you're an advisor, then this conversation is entirely all about how you can change the way your new clients find you, find out about you, and get to know you, so they're familiar with you, well before they meet you. It's also

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19:53

Ep 82 Phil Mesman: Event-Driven Credit Investing

Insight is Capital™ Podcast ·

2021/10/01

Phil Mesman, lead fixed income portfolio manager at Picton Mahoney sits down with Pierre Daillie to discuss credit investing, a widely underrepresented category of alternative fixed income in Canada.They discuss the current challenges long-only bond investors face and why today’s environment has presented an unprecedented need to think alternative when it comes to your fixed income book. Mesman gets right under the hood of Special Situations credit investing and provides his thoughts on a real time

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61:01

Ep 80 Jeffrey Sherman, DoubleLine Capital - Macro...

Insight is Capital™ Podcast ·

2021/09/23

Jeffrey Sherman, Deputy CIO of Los Angeles-based DoubleLine Capital, which manages $137-billion in AUM joined us for an hour-long chat last week.He is DoubleLine's lead portfolio manager for multi-sector and derivative-based. He also oversees all of DoubleLine's investment teams and strategies. Sherman was named by Money Management Executive as one of the "Ten Fund Managers to Watch" in 2018. He began his career at TCW where he focused on fixed income and real asset portfolios.We discuss his career,

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31:24

Ep 79 Pt. 1 Annamaria Testani - Creating Value as an...

Insight is Capital™ Podcast ·

2021/09/20

Annamaria Testani, Senior Vice President, National Sales at National Bank Investments leads us in an enlightening conversation about developing a client communication journey that can have a dramatic positive impact on raising the value of your stock as an advisor with each and every client.As an advisor you're operating in a field along with thousands of your competitor peers. The investment industry is becoming increasingly commoditized in terms of its offerings of solutions. Setting yourself

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37:28

Ep 79 Pt. 2 Annamaria Testani - Reframing and...

Insight is Capital™ Podcast ·

2021/09/20

Annamaria Testani, Senior Vice President, National Sales at National Bank Investments leads us in an enlightening conversation about developing a client communication journey that can have a dramatic positive impact on raising the value of your stock as an advisor with each and every client.As an advisor you're operating in a field along with thousands of your competitor peers. The investment industry is becoming increasingly commoditized in terms of its offerings of solutions. Setting yourself

en

25:50

Ep 79 Pt. 3 Annamaria Testani - Always be Adapting...

Insight is Capital™ Podcast ·

2021/09/20

Annamaria Testani, Senior Vice President, National Sales at National Bank Investments leads us in an enlightening conversation about developing a client communication journey that can have a dramatic positive impact on raising the value of your stock as an advisor with each and every client.As an advisor you're operating in a field along with thousands of your competitor peers. The investment industry is becoming increasingly commoditized in terms of its offerings of solutions. Setting yourself

en

71:16

78 Justin Castelli on Personal Brand Building for...

Insight is Capital™ Podcast ·

2021/09/14

Justin Castelli, RIA, founder of RLS Wealth Management joins the RYA Crew to talk about his very successful journey in personal brand building as an advisor, that began when he established his own RIA, after being an advisor for 10 years. Justin talks about when and how he decided to use the power of blogs, video and podcasts to create a strong persona that reflected his values, personality and knowledge, and grew the footprint of his Indiana-based firm from local to nationwide.Since then, Castelli

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70:51

77 Nicolas Piquard on The Bull Case for Uranium (and...

Insight is Capital™ Podcast ·

2021/09/07

Nicolas Piquard, Vice President, and Portfolio Manager at Horizons ETFs joins us for a thorough and insightful discussion on the bull case for Uranium and Uranium producers. In addition to co-managing the Horizons ETFs lineup of Covered Call ETFs, Nicolas Piquard also manages the Horizons Global Uranium Index ETF (ticker: HURA) which consists of holdings in the world's leading Uranium producers, such as Cameco (Canadian) and Kazetomprom (Kazakhstan-based) as well as positions in the hard commodity

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52:32

76 Matt Hougan on What Bitcoin Does to Portfolios

Insight is Capital™ Podcast ·

2021/08/25

Matt Hougan, CIO, Bitwise Asset Management, joins us for a conversation about how Bitcoin, Ethereum, and other cryptoassets are set to transform the financial marketplace. Hougan's firm was the first-to-market asset management firm to make managed crypto-assets accessible to advisors and other investment professionals, with its Bitwise 10 Crypto Index Fund (BITW) as well as a stable of innovative and disruptive fund and ETF exposures to Bitcoin, DeFi, Ethereum, Uniswap, and Aave.Matt first

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234 results

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