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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

51:56

Som Seif: Debunking Private Markets - Opportunities...

Insight is Capital™ Podcast ·

2025/03/11

In this episode Som Seif, CEO of Purpose Investments, joins us to challenge common misconceptions about private markets. First, we discuss the current state of markets. Seif explains why private assets—private equity, private credit, and private real estate—are becoming essential components of modern investment portfolios. He discusses how institutional-grade private investments have become accessible to retail investors, debunks myths about risk and illiquidity, and outlines how these assets can

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51:07

Private Markets: Opportunities and Risks in a...

Insight is Capital™ Podcast ·

2025/03/06

Private markets are undergoing a seismic shift, with assets poised to surge from $13 trillion to $23 trillion in just five years. As interest rates fluctuate and the new U.S. administration reshapes the financial landscape, where should investors look for opportunities, and what risks lie ahead?In this episode, we are joined by Ash Lawrence, Head of AGF Capital Partners, to unpack the evolving world of private equity, private debt, and absolute return strategies. We discuss:The impact of rising and

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42:06

The Power of Raising Literacy in Canada with Mélanie...

Insight is Capital™ Podcast ·

2025/02/12

📖 Did you know that nearly 1 in 5 Canadian adults struggles to read a simple sentence?In this eye-opening episode of the Insight is Capital Podcast, host Pierre Daillie sits down with Mélanie Valcin, President & CEO of United for Literacy, to discuss the life-changing impact of literacy on individuals, families, and the Canadian economy.We explore:✅ The hidden literacy crisis in Canada and how it affects employment, health, and civic engagement✅ The $50+ billion GDP boost that raising literacy

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56:19

Pressing Investment Questions for 2025 with Ilan Kolet

Insight is Capital™ Podcast ·

2025/02/05

Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock—are we prepared for 2025? In this must-watch episode, Pierre Daillie sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity’s Global Asset Allocation Team, to dissect the most pressing questions investors and advisors are facing right now.What happens if a 25% tariff is imposed on Canadian exports?Is the Canadian dollar heading for a collapse?Why are U.S. equities still the best game in

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51:05

The 2025 Marketing Guide for Financial Advisors with...

Insight is Capital™ Podcast ·

2025/01/28

In this episode, host Pierre Daillie dives into the essentials of marketing success with Samantha Russell, Chief Evangelist at FMG Suite. Samantha shares her expert insights on how financial advisors can thrive in a digital-first world, where competition is nationwide, and the rules of client acquisition are constantly evolving.🔥 Key Topics Discussed:The Changing Face of Marketing for Advisors Why a digital presence is non-negotiable in the era of $30 trillion in millennial-controlled

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104:39

Are Markets overestimating 2025 Investment...

Insight is Capital™ Podcast ·

2025/01/17

What does 2025 have in store for investors? Join us as we dive deep into the markets, macroeconomics, and the evolving landscape of risk and opportunity with Aahan Menon, Founder and CEO of Prometheus Research. In this special kickoff-to-2025 episode of Raise Your Average, Aahan breaks down his systematic and probabilistic approach to navigating today’s unpredictable economic environment, shares his investment outlook, as well as asset allocation. You may be surprised.Key Insights:Macro Trends for

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59:17

Rethinking Wealth: Unlocking the Power of Private...

Insight is Capital™ Podcast ·

2024/12/10

In this episode of Insight is Capital, we’re joined by Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute and author of the soon-to-be-released Private Markets: Building Better Portfolios with Private Equity. Tony shares his expert insights on the revolution in private market investing and why it’s reshaping wealth management.We explore how private equity, private credit, and private real estate are transforming portfolio construction, offering uncorrelated

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31:16

Women and Alts: A Global Perspective with Barbara...

Insight is Capital™ Podcast ·

2024/11/27

In this episode of Insight is Capital, Pierre Daillie welcomes Barbara Stewart, CFA, a renowned global researcher, author, and former portfolio manager, to discuss her latest white paper, 'Women and Alts: A Global Perspective.' Commissioned by Kensington Capital Partners, the in-depth 83-page research paper explores the alt gender gap and the barriers preventing women from investing in alternative assets. Barbara shares insights from her extensive interviews with 52 global finance leaders,

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46:36

Mario Cianfarani: Canadians love their advisors -...

Insight is Capital™ Podcast ·

2024/11/20

In this episode Mario Cianfarani, Head of Distribution at Vanguard Investments Canada joins us to discuss the latest findings from Vanguard Canada's Value of Advice survey. The widely developed survey, which gathered responses from 1,307 Canadian investors, highlights strong client satisfaction among advisors, with 74% of investors feeling their advisor is worth every dollar. The survey also reveals the generational shift towards online brokerages among younger investors aged 18 to 34, who at the

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83:40

Doomberg: Trump, Energy Policy and Geopolitical...

Insight is Capital™ Podcast ·

2024/11/19

In this episode, Richard and Pierre are joined by the brilliant and always-provocative Doomberg. Known for slicing through political and energy-market noise with precision, Doomberg unpacks the seismic shifts rippling across the globe following the U.S. election.From the resurrection of "Drill, Baby, Drill" to the strategic chessboard of Big Tech’s nuclear ambitions, Doomberg delivers his signature contrarian takes on the interplay of energy, geopolitics, and the economy. Are we entering an era of

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85:06

Stop Competing with Markets! Do this instead - Larry...

Insight is Capital™ Podcast ·

2024/11/12

In this episode Pierre and Adam sit down with Larry Swedroe, well-known expert in evidence-based investment strategies and former CIO at Buckingham Wealth Partners. They get into Larry's views on market forecasting, why investors should ignore short-term predictions, and the importance of building resilient and hyper-diversified portfolios to mitigate market risks. Swedroe emphasizes the inefficiency of individual stock selection and market timing, advocating instead for systematic, rule-based

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49:32

Fidelity's Ilan Kolet: Investing for Soft and Hard...

Insight is Capital™ Podcast ·

2024/10/15

Pierre welcomes back Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments. This episode delves into Ilan's expert analysis on U.S. and Canadian economies amid ongoing global economic shifts. Discover insights on the Fed's unprecedented rate cuts, the productivity expansion in the U.S., challenges facing the Canadian economy, and Fidelity's tactical asset allocation positioning. Ilan also shares his experience and insight from the NABE conference and thoughts on the future of fiscal

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35:43

NBI's Martin Lefebvre: Q4 2024-2025 Market and...

Insight is Capital™ Podcast ·

2024/10/09

In this episode of the Insight is Capital podcast, Pierre talks to Martin Lefebvre, Chief Investment Officer at National Bank Investments. They explore Martin's outlook on the economy, fixed income, and equities, amid a backdrop of U.S. stock highs, falling bond yields, and changing labor market indicators. They discuss the recent Federal Reserve's 50 bps interest rate cut and its implications, the potential for a soft economic landing, and the intricacies of the U.S. and Canadian housing markets

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71:33

Shana Sissel – From Long/Short to Long Sports:...

Insight is Capital™ Podcast ·

2024/09/24

In this episode of 'Raise Your Average,' co-hosts Pierre and Mike welcome Shana Orczyk Sissel, CEO at Banrion Capital Management. We explore Shana's 20-year journey in wealth management, her experience and insights on alternative investments, and the evolving landscape of the industry. Shana shares her personal story of transitioning from a career in sports management to finance, discussing the challenges and triumphs along the way. Our conversation gets into key trends and opportunities in the

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87:48

Todd Finkle: A Fresh Take on Warren Buffett

Insight is Capital™ Podcast ·

2024/09/18

In this episode of Insight is Capital, Pierre welcomes Dr. Todd Finkle, esteemed Pigott Professor of Entrepreneurship at Gonzaga University and author of 'Warren Buffett: Investor and Entrepreneur.' Dr. Finkle draws on nearly two decades of research and personal experiences and notably, his connection to the Buffett family (he shares his memories of friendship and hanging around at school with Buffett’s son, Pete, and his friendship with both he and Susie), of taking students to meet Warren Buffett

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77:53

Macro Outlook and Defensive Investing Strategies with...

Insight is Capital™ Podcast ·

2024/08/15

Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the show. We discuss his 13 years experience at Bridgewater Associates (10 years as head of Ray Dalio's investment research team), and the lessons he learned from the Global Financial Crisis. We get into the more recent period of ecomomic upheaval, and today's macroeconomic landscape. Bob shares his unique take on diversification, dissecting inflation, interest rates, as well as, for example, the impact deglobalization and reshoring

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76:52

Justin Huhn: The Generational Bull Case for Uranium

Insight is Capital™ Podcast ·

2024/08/13

Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie and Mike Philbrick on the show to discuss the unfolding generational bull case for uranium and the entire uranium and nuclear power generation sector. We explore the cyclical nature of the uranium market, current supply and demand dynamics, and the impact of geopolitical tensions. Justin provides valuable insights on the increasing interest in nuclear energy as a clean power source, driven by rising global

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59:56

Mutiny's Jason Buck on Navigating Volatility:...

Insight is Capital™ Podcast ·

2024/08/01

In this episode of Insight is Capital, Pierre Daillie chats with Jason Buck, Chief Investment Officer at Mutiny Fund, to discuss defensive and offensive strategies in portfolio management - with equity valuations of the "Magnificent 7" it's now particularly essential for advisors and investors alike to consider defense ahead of any potential reversals. Buck points out that from a business perspective, advisors are leveraged to the equity market by 3-4x, when their business AUM is exposed to drawdown

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59:49

FactSet's Elisabeth Kashner – The Scoop: Deep ETF...

Insight is Capital™ Podcast ·

2024/07/23

In this conversation, Pierre Daillie interviews Elisabeth Kashner, Director of Global Funds Research, FactSet, about the trends and challenges in the ETF market. They discuss the slow pace of ETF flows in 2024, the impact of the Fed's rate cuts, and the attractiveness of cash investments. They also explore the rise of actively managed equity ETFs and the competition among asset managers to offer low-cost products. The conversation highlights the importance of providing exceptional value and solving

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47:24

Som Seif Investment Review and Outlook - Positioning...

Insight is Capital™ Podcast ·

2024/07/17

Join us as we catch up with Som Seif, Founder and CEO of Purpose Investments. In this episode of Insight is Capital, Som shares his perspectives on the current volatile market environment, discussing trends in stocks, bonds, and interest rates. With a focus on sustainable investment solutions and economic productivity driven by AI, Som shares his views of market expectations, the role of the Fed, and the importance of preparing for multiple economic scenarios, considering the range of possibilities

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234 results

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