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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

59:48

Daily Premiums, Smarter Income: The Case for ODTE...

Insight is Capital™ Podcast ·

2026/04/02

What if you could collect covered call option premium hundreds of times a year instead of once a month — without giving up the upside on your core equity holdings?📋 EPISODE SUMMARY In this enlightening episode of Insight Is Capital, host Pierre Daillie sits down with Nicolas Piquard, Chief Options Strategist at Hamilton ETFs — a 30-year derivatives veteran who has traded from both sides of the options desk, sell-side and buy-side. Together they unpack the seismic shift in options markets driven

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56:28

DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade

Insight is Capital™ Podcast ·

2026/03/31

As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.EPISODE SUMMARYWith oil prices surging, rate-cut expectations evaporating, and a conflict now entering its fourth week, host Pierre Daillie sits down with Jeffrey Sherman, Deputy CIO of DoubleLine Capital, to interrogate the assumptions underlying today's risk portfolios. Sherman maps the transmission

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73:04

Alfonso Peccatiello: You're not diversified. You just...

Insight is Capital™ Podcast ·

2026/03/27

The bond market — not equities — is the most fragile and most misunderstood foundation of your entire portfolio, and most investors have no idea what's coming. Episode SummaryPierre Daillie and Mike Philbrick sit down with Alfonso Peccatiello — former ING bond portfolio manager of $20 billion and founder of macro hedge fund Palinuro Capital — for a masterclass in navigating a world where the old rules no longer apply.With decades of disinflation now behind us, Alfonso makes the case that the classic

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97:44

Cole Smead: Manias, Margins, and the Case for...

Insight is Capital™ Podcast ·

2026/03/26

Is U.S. market dominance about to break? In this episode of Insight is Capital, Pierre Daillie sits down with Cole Smead (CEO & Portfolio Manager, Smead Capital Management) to unpack why today’s market may be less about valuations—and more about a powerful capital cycle that could reshape global investing.From AI-driven CapEx booms to the hidden risks of passive investing, Smead draws on historical parallels—from railroads to telecom to fracking—to explain why investors often miss the biggest

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101:47

Rotation, Int'l Stocks, Defense-Tech, Japan, USD and...

Insight is Capital™ Podcast ·

2026/03/20

While everyone is arguing about AI disrupting software stocks, WisdomTree's Jeremy Schwartz and Jeff Weniger quietly explain why the most important market story of 2026 has nothing to do with the SaaS selloff — and everything to do with where capital is actually moving.WisdomTree Global CIO Jeremy Schwartz and Head of Equity Strategy Jeff Weniger join Pierre Daillie and Mike Philbrick on Raise Your Average to cut through the noise of the AI disruption panic and make the case for a broader, more

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48:19

Dan White-From AI Hype to Reality—Investing in the...

Insight is Capital™ Podcast ·

2026/03/13

What if the greatest risk in your portfolio right now isn't owning too much AI — it's catastrophically underestimating what's actually happening?SummaryMost investors are asking the wrong question.The debate dominating markets right now — AI bubble or generational opportunity? — sounds sophisticated. But Pierre Daillie's conversation with Dan White, Associate Portfolio Manager at ARK Invest, suggests the real question is far more unsettling: what if the investors playing defence are the ones taking

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52:04

Private Markets Are Reshaping Wealth-Are Canadian...

Insight is Capital™ Podcast ·

2026/03/06

If institutional investors have already shifted toward global diversification and private markets, why are most retail portfolios still stuck in the past?In this episode of Insight Is Capital, host Pierre Daillie sits down with Clay Khan, Head of Canada and Managing Director at Neuberger Berman, to explore one of the biggest structural changes in modern portfolio construction: the migration of capital from public markets toward private assets and globally diversified strategies.Drawing from

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55:57

AI is Splitting the Market - The Hidden Winners...

Insight is Capital™ Podcast ·

2026/02/24

AI isn’t just about Nvidia anymore — it’s quietly rewiring the entire industrial economy, and most investors don’t even realize where the real money will be made.In this episode of Raise Your Average, hosts Pierre Daillie and Mike Philbrick sit down with Ivana Delevska, Founder and CIO of Spear Advisors, to unpack how AI is splitting the market — creating massive dispersion between winners and losers — and why passive index exposure may no longer be enough.While most investors believe they’re

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24:47

Dennis Mitchell When Diversification Matters - The...

Insight is Capital™ Podcast ·

2026/02/18

When equity markets grow concentrated and expensive, the real risk isn’t volatility — it’s failing to diversify before the cycle turns.For years, global real estate has sat in what Pierre Daillie calls “the penalty box” — weighed down by rising rates, skepticism, and falling valuations. Yet beneath the headlines, fundamentals never broke. In this episode of Insight Is Capital, Pierre sits down with Dennis Mitchell, CEO and CIO of Starlight Capital, to unpack why global real estate may be one of

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98:50

Energy Is Destiny: War, China, Gold, Canada & the...

Insight is Capital™ Podcast ·

2026/02/13

If energy is destiny and stockpiles signal intent, then this episode may completely change how you see oil, gold, China, Canada—and your portfolio. In this high-conviction macro deep dive, hosts Pierre Daillie and Mike Philbrick sit down with returning guest Doomberg to dismantle the comfortable narratives investors use to understand energy, geopolitics, and portfolio construction. Doomberg reframes the global order through a resource-first lens: energy is destiny, stockpiles signal intent, and

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42:24

AI, Defense, and a New Private Markets Playbook with...

Insight is Capital™ Podcast ·

2026/02/04

Private markets are quietly being rewritten in real time—and in this conversation, Ash Lawrence explains why AI, private credit, and defence could define who wins and who gets left behind in 2026.In this episode of Insight is Capital, host Pierre Daillie sits down with Ash Lawrence, Head of AGF Capital Partners, to unpack AGF Capital Partners’ 2026 - The Annual - Private Markets Outlook. Against a backdrop of geopolitical volatility, AI acceleration, shifting credit dynamics, and renewed defence

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32:35

Energy Copper and Gold ETFs and a World Running Out...

Insight is Capital™ Podcast ·

2026/01/28

When commodities stop behaving like trades and start behaving like truth detectors, portfolios—and advisors—need to rethink everything.🎙️ Episode SummaryIn this wide-ranging deep-dive, host Pierre Daillie welcomes back Tony Dong, Founder of ETF Portfolio Blueprint, to pressure-test the most common misconceptions about commodities investing.Rather than treating commodities as volatile, short-term trading instruments, Tony reframes them as strategic portfolio diversifiers—assets whose value lies in

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50:07

Why Millions of Canadians Never Make it to Financial...

Insight is Capital™ Podcast ·

2026/01/09

In this episode of Insight Is Capital, host Pierre Daillie sits down with Mélanie Valcin, President and CEO of United for Literacy, and Matthew Latimer, Executive Director of the Federation of Independent Dealers, for a powerful conversation at the intersection of literacy, financial advice, and economic inclusion.Together, they unpack a sobering reality: one in five working-age Canadians struggles with basic literacy, a barrier that quietly cascades into poor financial outcomes, limited access to

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83:15

How Pros Really Think About Risk, Probability, and...

Insight is Capital™ Podcast ·

2025/12/29

In this wide-ranging and intellectually rich conversation, host Pierre Daillie sits down with veteran options trader, market maker, and probabilistic thinker Kris Abdelmessih for a deep exploration of how markets really work beneath the surface—and how investors can think more clearly in a world dominated by uncertainty, noise, and emotion.Drawing on more than two decades of experience spanning Susquehanna International Group, proprietary commodity trading, and portfolio management at Parallax,

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56:19

AGF's David Stonehouse: A Narrower Path Forward for...

Insight is Capital™ Podcast ·

2025/12/22

In this episode of Insight Is Capital, host Pierre Daillie sits down with David Stonehouse, Interim CIO and Head of North American Specialty Investments at AGF Investments, for a wide-ranging but grounded discussion on what lies ahead for investors as the cycle matures.Stonehouse frames 2026 as a constructive but narrower environment—one supported by global monetary easing, rising fiscal stimulus, and resilient earnings growth, yet constrained by elevated valuations, softer labor markets, and

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53:11

Leslie Alba: Positioning Portfolios...

Insight is Capital™ Podcast ·

2025/12/19

Explore the evolving world of portfolio construction with Leslie Alba, CFA, CIBC Asset Management's $90-billion Head of Portfolio Solutions. Discover how to move beyond traditional diversification and embrace a total portfolio approach, balancing risk exposures for uncertain markets. Learn actionable insights for managing expectations and navigating market volatility.In This Episode:00:00 Introduction to Leslie Alba 02:16 Leslie’s Career Journey and Philosophy 06:00 Promising and Challenging

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67:49

Wealth as a Means, Not a Goal: Investing With...

Insight is Capital™ Podcast ·

2025/12/12

In this wide-ranging and human conversation, host Pierre Daillie sits down with Tim Nash, Founder & CEO of Good Investing, to explore what it really means to invest with intention in an era of political polarization, ESG backlash, and growing client skepticism toward traditional finance.Drawing on more than 15 years of experience in sustainable investing, Tim reframes the debate around ESG, impact investing, and responsible capital allocation. Rather than positioning sustainability as a

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47:41

Wealth Partnership and Purpose with Doug and Heather...

Insight is Capital™ Podcast ·

2025/11/28

Featuring Heather & Douglas Boneparth, authors of Money TogetherWhat really happens when love, money, ambition—and sometimes resentment—share the same address? In this deeply honest and refreshingly candid episode of Insight Is Capital, host Pierre Daillie sits down with Heather and Douglas Boneparth, the powerhouse couple behind Bone Fide Wealth and co-authors of the bestselling book Money Together. Heather’s journey from corporate attorney to financial storyteller and Doug’s rise as one of

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78:07

Building Portfolios That Never Say Sorry with...

Insight is Capital™ Podcast ·

2025/11/21

In this illuminating episode of Insight is Capital, host Pierre Daillie sits down with Brent Smith, CIO of Kinsted Wealth, for a deep dive into how private investors can now build truly institutional-style portfolios. Smith—who spent decades leading Franklin Templeton’s Multi-Asset Strategies group before co-founding Kinsted—shares a masterclass on the evolution from the 60/40 portfolio to a comprehensively diversified portfolio structure that mirrors the strategies of pension funds and

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38:34

The Global ETF Boom and Upcoming Toronto ETFGI Global...

Insight is Capital™ Podcast ·

2025/11/18

In this episode of Insight is Capital, host Pierre Daillie welcomes Deborah Fuhr, one of the world’s foremost authorities on ETFs and the Founder and Managing Partner of ETFGI. Together, they explore the explosive growth of the global ETF industry—now surpassing $18.8 trillion in assets—and what this means for advisors, investors, and the evolving landscape of financial innovation.Deborah shares her unique perspective ahead of the 7th Annual ETFGI Global ETF Insights Summit in Toronto, offering deep

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246 results

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