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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

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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42:33

Investment Grade CLOs—A secure path to yield and...

Insight is Capital™ Podcast ·

2025/11/06

In this episode of Insight is Capital, Mark Jarosz, Head of Credit Alternatives at BMO Global Asset Management, joins us to demystify the world of Collateralized Loan Obligations (CLOs) — a sophisticated yet increasingly accessible asset class, now reshaping how investors think about income, risk, and portfolio diversification.Jarosz explains how CLOs are structured, how they differ from the infamous CDOs of 2008, and why they’ve quietly become a go-to for institutional investors seeking

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52:14

Rich Mindset vs. Poor Mindset—The Psychological...

Insight is Capital™ Podcast ·

2025/11/05

What if the biggest obstacle between you and financial freedom isn’t your income — but your mindset?In this powerful and eye-opening episode of Insight is Capital, host Pierre Daillie sits down with Dr. Brad Klontz, financial psychologist, bestselling author, and professor, to explore the hidden forces shaping our relationship with money. From childhood money scripts to the myths we inherit about wealth, Klontz reveals how emotional conditioning, fear, and tribal thinking keep so many of us stuck —

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64:40

Future-Proof Wealth: How First Avenue is Redefining...

Insight is Capital™ Podcast ·

2025/10/30

In a world where ego often overshadows insight, First Avenue’s Kash Pashootan and Michael Newton reveal why humility, curiosity, and true team depth are redefining the future of wealth management. In this Insight is Capital episode, host Pierre Daillie sits down with Kash Pashootan, CEO, and Michael Newton, Head of Wealth Management at First Avenue Investment Counsel, for a powerful, introspective discussion about the evolution of wealth management, the essence of humility in leadership, and the

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96:36

Why EQ beats IQ in Wealth Management with Shana Sissel

Insight is Capital™ Podcast ·

2025/10/24

In this powerful episode of Insight is Capital, host Pierre Daillie sits down with Shana Sissel, CEO and Founder of Banríon Capital Management, widely known as the “Queen of Alternatives.” From breaking barriers in the world of alternative investments to surviving and thriving through profound personal adversity, Shana’s story is one of resilience, purpose, and innovation.She reveals how Banríon was built by advisors, for advisors — an open-architecture platform designed to help wealth managers

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49:05

Peter Berezin: Is this the Wile E. Coyote moment for...

Insight is Capital™ Podcast ·

2025/10/10

What if the U.S. economy is already sprinting off a cliff—and just hasn’t looked down yet? In this riveting conversation, BCA Research’s Peter Berezin joins Pierre Daillie to unpack whether markets are living through their Wile E. Coyote moment: running on optimism while gravity—the reality of stagflation, slowing growth, and political interference—waits below.🎙️ Episode Summary In this episode of Insight Is Capital, BCA Research’s Chief Global Strategist Peter Berezin offers a sobering yet

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50:31

Private Investments Come of Age - Opportunity and...

Insight is Capital™ Podcast ·

2025/10/01

Private markets aren’t just the playground of institutions and the ultra-wealthy anymore. In this episode, we dig into how access to private credit, equity, and real assets is opening up—and why that shift is changing the way Canadian advisors build portfolios.Raphaëlle Gauthier-Grenier, Senior Director, Investment Solutions – Private Investments at National Bank Investments, and Ross Neilson, Principal at Apollo Global Management, join us for a candid look at the surge of private investing in

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51:36

Ilan Kolet | From US Exceptionalism to Canadian...

Insight is Capital™ Podcast ·

2025/09/25

“Things are priced for perfection—but the world isn’t perfect.” — Ilan KoletWhat does it take to navigate a world where the U.S. is no longer the default safe haven? In this powerful episode, Pierre Daillie is joined by Ilan Kolet, Institutional Portfolio Manager on Fidelity Investments Canada’s Global Asset Allocation Team, to break down Fidelity’s latest asset allocation moves—and the four-pillar process guiding them.From trimming U.S. equities to boosting exposure to Europe and gold, to

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49:44

ETFs, Advisors, and the Next Trillion: Inside the...

Insight is Capital™ Podcast ·

2025/09/02

Canada invented ETFs — but how did they grow into a trillion-dollar force, and where are they headed next? Pierre Daillie sits down with BMO ETF leaders Alain Desbiens and Tammy Cash to reveal the untold stories, the lessons learned, and what the future holds for advisors and investors.Episode SummaryIn this in-depth conversation, Pierre Daillie is joined by Alain Desbiens, Vice Chair at BMO ETFs, and Tammy Cash, Director of Distribution Strategy at BMO ETFs and Global Co-President of Women in ETFs

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66:05

The 4th Turning of Markets: Paradigm C, Inflation,...

Insight is Capital™ Podcast ·

2025/08/28

What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered “Paradigm C” — a regime of fiscal dominance, deregulation, and coordinated support — and what it means for portfolios, the Fed, and your financial future.📖 Episode SummaryIn this powerhouse conversation, hosts Pierre Daillie, Mike Philbrick, and Adam Butler welcome back Darius Dale, Founder of 42 Macro LLC, to

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33:35

CRM3 (TCR) - More than compliance - It's a chance to...

Insight is Capital™ Podcast ·

2025/08/27

CRM3 (Total Cost Reporting) isn’t just another compliance box to check—it’s the biggest shift in cost transparency Canadian advisors have ever faced, and how you handle it could define your client relationships for years to come.In this episode of Insight is Capital, host Pierre Daillie sits down with three leading voices to unpack the realities—and the opportunities—of Total Cost Reporting (TCR/CRM3).Joining the conversation are:Arnie Hochman, Senior Vice President & General Counsel at SIMADr

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82:14

Ric Edelman - A Real Risk - Not owning bitcoin

Insight is Capital™ Podcast ·

2025/08/26

What if the riskiest move in your portfolio isn’t owning crypto—but ignoring it? In this episode of Raise Your Average, hosts Pierre Daillie and Mike Philbrick sit down with legendary advisor, founder of the largest US RIA firm, author, and futurist Ric Edelman, Founder of DACFP (Digital Assets Council of Financial Professionals). Edelman, long known as a trusted voice in personal finance, now makes his most provocative case yet: advisors and investors may need to rethink the role of crypto—moving

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51:58

Alfred Lee: Constructive But Cautious—Navigating the...

Insight is Capital™ Podcast ·

2025/08/19

In a market climbing a wall of worry, Alfred Lee, Deputy CIO at Q Wealth Partners, breaks down what’s really driving resilience in equities, the pitfalls of the 60/40 portfolio, and why private markets may hold the key to asymmetric opportunities.SummaryAlfred Lee, Deputy Chief Investment Officer at Q Wealth Partners, joins us for a deep dive into the future of portfolio construction, the limitations of legacy models, and the overlooked opportunities in private markets.With over two decades of

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234 results

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