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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

54:08

75 Wade Guenther on An Innovative Approach to...

Insight is Capital™ Podcast ·

2021/08/18

Wade Guenther, Partner, at New York-based Wilshire Phoenix, who spent the better part of his early career at Horizons ETFs Canada and sister U.S.-based company, Global X ETFs, joins us to discuss the real assets markets, commodities, gold, bitcoin, and inflationary pressures that are shaping the macro-landscape. We discuss Wilshire Phoenix's innovative new take on a way investors can strategically invest and diversify into gold, that reduces the normal volatility of participating in the barbarous

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84:08

Ep. 74 Eric Crittenden on The Magic of All-Weather...

Insight is Capital™ Podcast ·

2021/08/11

Eric Crittenden, CIO, Standpoint Asset Management joins us to talk about how portfolios can be constructed to withstand or survive a variety of market shocks and regime changes, as well as and all importantly provide potentially superior long-term equity like returns.In a regime where market shocks have a tendency to send most risk assets' correlations to 1, how and what do you combine in a portfolio that will greatly reduce 'sequence of returns' risk, survive the behavioural risk of wanting to exit

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88:13

Ep. 73 Atul Tiwari on The Case for Investing in Fine...

Insight is Capital™ Podcast ·

2021/08/04

Atul Tiwari, CEO, Cult Wines Canada joins us for a delightful and captivating conversation on the inner workings of the world of investable and collectable fine wine (for starters, think first-growth left-bank Bordeaux's), and of Cult Wines Canada's (his latest foundling) work to bring the world of investable fine wine to the Canadian market. Atul Tiwari is the former founding President of BMO ETFs and former CEO of Vanguard Canada, which grew to $30-billion in assets, before his departure at the

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85:08

Ep. 72 Steve Hawkins – The Secret Sauce of Horizons...

Insight is Capital™ Podcast ·

2021/07/29

Our conversation with Steve Hawkins, President & CEO, Horizons ETFs Canada. 'Hawk' begins by taking us on the journey from his humble beginnings on Bay Street all the way to his appointment as Head of Horizons ETFs. We talk about the culture of openness, candor, and enthusiasm he has fostered at Horizons, and of their willingness and drive to push the envelope on identifying and launching ETF solutions well ahead of the s-curve like fruition of their underlying markets.These include making some

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72:46

Ep. 71 'Running Money' – Jason Mann and Mike Newton...

Insight is Capital™ Podcast ·

2021/07/19

Mike Newton, VP and Portfolio Manager, RBC Wealth Management, and Jason Mann, CIO at EdgeHill Partners and EHP Funds, join us for a rich conversation on running money at both the retail and institutional levels.Takeaways• How was business and what were the investing challenges of the pandemic from a business perspective?• Mike Newton shares some valuable nuggets on how he organizes and runs his retail wealth management practice.• How to use model portfolios productively in your practice.• What are

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74:06

Ep. 70 Ted Seides, Capital Allocators – Investing...

Insight is Capital™ Podcast ·

2021/07/07

Ted Seides, founder of Capital Allocators LLC, host of the Capital Allocators Podcast, and author of his second book, Capital Allocators: How the World's Elite Money Managers Lead and Invest, is our guest on Raise Your Average.Takeaways• Ted Seides reminisces about his old friend and mentor, David Swensen, Endowment Fund Manager and CIO, at the Yale Endowment and Yale University, who, sadly, passed away the week before we recorded this episode.• What he learned from David Swensen during his 5 years

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77:45

Ep. 69 'Timing Luck' and Liquidity Cascades with...

Insight is Capital™ Podcast ·

2021/06/29

### Takeaways from Ep. 10 with Corey Hoffstein, CIO, Newfound Research:• Thinking of diversification in portfolios in terms of three axes: What, How, and When?• The unintended consequences of 'timing luck' (re: 'when?' diversificatio)•How to reduce 'timing luck' from portfolios• How rebalancing premium trumps "timing luck"• Market distortions caused by the shift from actively managed funds to passive funds• What are 'Liquidity Cascades," and how to 'smoothe' against unforeseen destructive

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79:30

Ep. 68 On Running Canada's Most Successful Family...

Insight is Capital™ Podcast ·

2021/06/23

Our conversation with Arthur Salzer, CEO, CIO, of Northland Wealth Management, one of Canada's leading wealth management family offices. Arthur Salzer shares his personal history, his early career experiences, and the process and steps he and his firm took under his stewardship which have culminated in Northland Wealth Management's success as a private, independent wealth manager.For those of you in the private wealth management business, our conversation is a valuable walk-through on best

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21:54

67 Brief Version – Clients Expect Advisors to Lead...

Insight is Capital™ Podcast ·

2021/06/17

Our conversation with three of Desjardins' thought leaders on responsible investing, Deborah Debas, Senior Responsible Investing Specialist at Desjardins, Pasquale Posteraro, Portfolio Manager, Equities, at Desjardins Global Asset Management, and Nicola Fritz, Portfolio Specialist, IMPAX Asset Management.We discuss three fundamental investment dimensions of responsible investing through the ESG lens: Risk, Reward, and Impact. Pasquale Posteraro and Nicola Fritz provide deep dive insight into how the

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56:55

67 Clients Expect Advisors to Lead Them on...

Insight is Capital™ Podcast ·

2021/06/17

Our conversation with three thought leaders on responsible investing, Deborah Debas, Senior Responsible Investing Specialist at Desjardins, Pasquale Posteraro, Portfolio Manager, Equities, at Desjardins Global Asset Management, and Nicola Fritz, Portfolio Specialist, IMPAX Asset Management.We discuss three fundamental investment dimensions of responsible investing through the ESG lens: Risk, Reward, and Impact. Pasquale Posteraro and Nicola Fritz provide deep dive insight into how the overlay of

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82:52

Ep. 66 Raise Your Average with Mark Noble, Executive...

Insight is Capital™ Podcast ·

2021/06/08

Our conversation with Mark Noble, Executive Vice President at Horizons ETFs. We get deep into a discussion around the big investment themes, the pros and cons, and the ups and downs of adoption of actively managed thematic ETFs. We talk about the conflicting views on valuations ascribed to technology related themes, both broad and narrow, from the widely held thematics, like innovation to the not-so widely held, like Uranium.We also dive into the conundrum of investors reaching for yield at what is

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52:16

Ep. 65 How to Overcome Six Modern Advisor Practice...

Insight is Capital™ Podcast ·

2021/06/07

Richard Heft, Co-Founder and President, of EXT. Marketing, and Andrew Broadhead, Head of Content at EXT. Marketing, co-authors of the new bestseller, The Ascendant Advisor, a comprehensive content-focused marketing roadmap for advisors, join us a for our an in-depth conversation about how advisors can set themselves apart competitively.In our conversation, we discuss the 6 major challenges facing advisors today. These challenges, as Richard Heft points out, were on the rise well before the COVID

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17:47

Ep. 64 Som Seif, Purpose Investments on the World's...

Insight is Capital™ Podcast ·

2021/06/03

Som Seif, CEO, Purpose Investments joins AdvisorAnalyst's Joseph Lamanna, to discuss the Purpose Bitcoin ETF (BTCC: TSX), the world's first bitcoin ETF, and the Purpose Ether ETF (ETHH: TSX), also another world's first. We discuss the challenge of launching these two new exchange-traded cryptocurrency funds, in the context of the inabliilty by a multitude of U.S.-based ETF firms to do so.We get into the differences between investing in cryptocurrencies directly versus via ETF, and Som also shares is

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82:40

Ep. 63 Raise Your Average with Jason Buck CIO Mutiny...

Insight is Capital™ Podcast ·

2021/05/21

Jason Buck, Chief Investment Officer of Mutiny Fund joins us. Based in California, Mutiny was born out of Jason Buck's quest to find a way to hedge entrepreneurial risk {he was in commercial real estate in 2006-2008). After the GFC, he figured there had to be a way. Around 2010-2012 family began to ask him if there was tail protection available to protect against Taleb's 'Black Swans.' At that time, Buck's response was that unless you had at least $100-million, you were out of luck if you were

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89:41

Ep. 62 Raise Your Average with Lyn Alden, Lyn Alden...

Insight is Capital™ Podcast ·

2021/05/13

Lyn Alden of Lyn Alden Investment Strategy is our guest on Raise Your Average. Lyn is one of today's foremost and profound macro-economic strategists and thinkers. She provides tens of thousands of investors per month with her proprietary investment research. Lyn's investing framework primarily involves fundamental equity investing with a global macro overlay, and while her research is meticulous, multi-layered, and inter-connected in it's findings, one of Lyn Alden's gifts is her ability to appeal

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87:40

Ep. 61 Raise Your Average with Alex Shahidi and...

Insight is Capital™ Podcast ·

2021/04/28

Our guests are Alex Shahidi, and Damien Bisserier, both Managing Partners and Co-Chief Investment Officers at Evoke Advisors. Evoke is a $20 billion Registered Investment Advisor based in L.A. They are also well-known as the portfolio managers of the Risk Parity ETF (RPAR:NYSE).This is ordinarily a fairly complicated topic to discuss, however, Alex and Damien have clearly found a very layperson-friendly way to explain how to construct robust and resilient 'all-weather' portfolios that can profit and

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91:00

Ep 59 Raise Your Average with Wesley Gray, PhD, CEO,...

Insight is Capital™ Podcast ·

2021/04/07

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76:07

Ep 58 Raise Your Average with Nancy Davis, Quadratic...

Insight is Capital™ Podcast ·

2021/03/18

Our deep dive conversation into hedging interest rate volatility and inflation, with Nancy Davis, Founder and Managing Director of Greenwich, Connecticut-based Quadratic Capital Management LLC. We discuss markets, interest rates and interest rate volatility, and the risk of inflation making a comeback, from the perspective of IVOL being a strategic portfolio diversifier as well as being opportunistically priced. Davis discusses the asymmetry of being long 'convexity,' a way of investing in interest

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83:29

Ep 57 Raise Your Average with Dave Nadig and Tim Nash...

Insight is Capital™ Podcast ·

2021/02/23

Dave Nadig, CIO, ETF Trends and ETF Database, and Tim Nash, Founder of Good Investing, join co-hosts Pierre Daillie and Mike Philbrick for a deep dive conversation into all things ESG investing. We discuss the landscape of the ESG investing, the hype, the reality, the drivers, the debates, and at the end of this discussion, you will have some answers to the question "What is the point of ESG?"Notes:00:00:40 Welcome/Introductions00:05:22 How can advisors talk about and pass on the knowledge of ESG to

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84:04

Ep 56 Raise Your Average with Meb Faber and Marc...

Insight is Capital™ Podcast ·

2021/02/04

The first episode of this new show. Meb Faber, founder of L.A.-based Cambria Asset Management and Marc Dalpé, Portfolio Manager at Richardson Wealth chat with Raise Your Average co-hosts Pierre Daillie, Managing Editor, AdvisorAnalyst.com, and Mike Philbrick, President, of ReSolve Asset Management SEZC (Cayman), about the 60/40 portfolio puzzle. With bond yields at 5,000 year lows and the S&P 500 at all time highs, Meb Faber and Marc Dalpé weigh in on where investors can consider re-allocating

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234 results

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