Insight is Capital™ Podcast

35:02

There's a Version of You Your Family Has Never Met |...

Insight is Capital™ Podcast ·

2026/10/06

There's a version of you your family has never met — and the only way they ever will is if someone asks the right question.In this episode of Insight Is Capital, host Pierre Daillie sits down with Elena Iacono, founder of LegacyNex, to explore one of the most overlooked dimensions of wealth planning: the stories, wisdom, and hard-won insights that no will, no estate document, and no photo album can hold. Elena calls it human inheritance — the living record of who a person truly is, captured while

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99:04

Russia, China, Iran, Energy: Why Every Western Move...

Insight is Capital™ Podcast ·

2026/10/02

Every move the West makes seems to make things worse — and Doomberg explains exactly why.Pierre Daillie and Mike Philbrick sit down with Doomberg, one of Substack's most incisive financial and energy analysts, for a wide-ranging conversation that connects diesel shortages, European energy vulnerability, the Iran war, rare earth attrition, Taiwan's fragile energy grid, and a provocative case for why World War III may have already begun in 2014. Doomberg brings his signature blend of industrial

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54:50

Seen, Heard, Understood—The 93% of Wealth Advice That...

Insight is Capital™ Podcast ·

2026/09/29

What if the most powerful skill in wealth management has nothing to do with finance — and AI can never learn it?In this episode of Insight Is Capital, host Pierre Daillie sits down with Edmund Chien, Behavioural Finance Expert and Coach at Flow Cap Advisory, whose unconventional path — from Ryerson's theatre school to a $70-million book of business — reveals why 93% of what happens in a client meeting is invisible to artificial intelligence. Edmund unpacks the 7-38-55 rule (7% words, 38% tone, 55%

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70:58

Wesley Gray: The Invisible Risks Inside Every Portfolio

Insight is Capital™ Podcast ·

2026/09/25

What if the portfolio your clients think they own is actually just an expensive S&P 500 clone in disguise?In this episode of Raise Your Average, hosts Pierre Daillie (Managing Director, AdvisorAnalyst.com) and Mike Philbrick (CEO, ReSolve Asset Management) sit down with Wesley Gray, PhD (CEO and CIO, Alpha Architect) for a wide-ranging, no-nonsense conversation on factor investing, portfolio construction, and why the biggest threat to advisor value is hiding in plain sight. Wes brings his

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48:49

Nearly Half of Canadian Advisors Have No Succession Plan

Insight is Capital™ Podcast ·

2026/09/25

Nearly half of Canadian financial advisors have no succession plan — and their clients have no idea.In this episode of Insight Is Capital, host Pierre Daillie sits down with Brent Allen, EVP and Head of Sales and Distribution at IG Wealth Management, to examine the findings of IG's third Advisor Perception Study. With roughly one-third of Canadian advisors planning to retire within the next decade, the succession challenge is no longer a distant concern — it is arriving now, and the industry is not

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57:50

Marcos Milla: The Financial Literacy Revolution...

Insight is Capital™ Podcast ·

2026/09/23

Your clients are probably already getting a lot of their investment intel from financial influencers like Marcos Milla — and that is one of the best things that's ever happened to your practice and to the investment advice profession.On this episode of Insight Is Capital, host Pierre Daillie sits down with Marcos Milla, the 25-year-old founder of ETF Academy Media, who built a 57,000-subscriber YouTube channel and a thriving B2B media business by doing something deceptively simple: asking ETF

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63:01

Kevin Carter: The World's AI Supply Chain is in...

Insight is Capital™ Podcast ·

2026/09/17

What if the biggest winners of the global AI arms race aren't in Silicon Valley — and passive investors are already exposed to them without knowing it?Host Pierre Daillie sits down with Kevin Carter, CIO of EMX ETF, for a conversation that fundamentally reframes what emerging markets means in the age of AI. Kevin reveals how three semiconductor giants — TSMC, Samsung, and SK Hynix — have quietly come to represent a third of the MSCI Emerging Markets Index and nearly all of its recent returns, why

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71:49

Meb Faber: The Quiet 50% Return Nobody at the Beach...

Insight is Capital™ Podcast ·

2026/09/08

While everyone else was at the beach celebrating another S&P up year, global value stocks quietly returned 50% — and Meb Faber is done being polite about it.Cambria Investment Management Founder and CIO Meb Faber joins Pierre Daillie on Insight Is Capital for a conversation that starts where most investment discussions are too comfortable to go. US equities are expensive, concentrated, and priced at CAPE ratios within striking distance of their all-time peak. Yet the complacency is total: the

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75:09

Corgi Invest's Jeff Weniger: Big Wall of Worry,...

Insight is Capital™ Podcast ·

2026/09/04

What if the firm disrupting the ETF industry launched 197 funds in its first year — and priced them cheaper than Vanguard?Jeff Weniger, Chief Investment Strategist at Corgi Invest, joins hosts Pierre Daillie and Mike Philbrick on Raise Your Average for a wide-ranging conversation that moves from the macro landscape of mid-2026 — rising yields, a surprisingly hot economy, and the great AI infrastructure build-out — to the audacious product shelf of one of the ETF industry's boldest new entrants. Jeff

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70:28

David Wong: Anything Can Happen—3 Decades of Market...

Insight is Capital™ Podcast ·

2026/09/01

What do electricity, a forgotten 1920s financier, and Bobby Orr have to do with building a portfolio that wins in 2026? More than you think.Pierre Daillie sits down with David Wong, Group Chief Investment Officer at CIBC Global Asset Management, who oversees investment teams across Canada and the US and runs more than $100 billion in managed solutions. With nearly three decades of experience, including a front-row seat to the 2008 crisis in New York, David brings a rare "anything can happen"

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80:29

Everything in Order, Nothing in Place: The Hidden...

Insight is Capital™ Podcast ·

2026/08/24

A business owner can spend a lifetime building something extraordinary, and still have it quietly dismantled at death by a tax bill no one planned for.In this episode of Cover Your Assets, hosts Pierre Daillie and Ayal Cohen are joined by Eric Orr, Advanced Case Director of Sales at IA Financial Group, for a deeply illuminating conversation about what it really takes to protect a business owner's wealth, legacy, and the continuity of everything they have built. Drawing on 25 years of experience as

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74:25

Ric Edelman: What everyone gets wrong about Bitcoin...

Insight is Capital™ Podcast ·

2026/08/21

Ric Edelman was early on Bitcoin. He was right. Now he explains why the argument has changed completely.Ric Edelman, founder of Edelman Financial Engines (one of the largest independent RIA Firms in the U.S.), the Digital Assets Council of Financial Professionals (DACFP) and one of the architects of modern independent wealth management, joins Pierre Daillie and Mike Philbrick on Raise Your Average for a searching, unvarnished conversation about where the digital asset story actually stands today

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47:17

The Credibility Dividend: Why Finfluencers are Making...

Insight is Capital™ Podcast ·

2026/08/18

35% of Canadian retail investors have made a financial decision because of a finfluencer. Here's why that's the best news advisors have heard in years.The way investors learn about money has been rewired, scroll by scroll, on platforms never built for financial advice. In this episode of Insight is Capital, Pierre Daillie sits down with Stephanie Wolfe, EVP and Head of Marketing at Global X Canada, to unpack what her team's research reveals about how Canadians actually consume financial content, and

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52:12

Convergence Investing Comes of Age: BMO Strategic...

Insight is Capital™ Podcast ·

2026/08/13

Three years ago, BMO Global Asset Management (BMO GAM) launched a fund that defied traditional categories. It wasn't quite equity, and it wasn't quite fixed income. Advisors weren't always sure where it fit, and that was precisely the point.Today, the BMO Strategic Equity Yield Fund has grown to $1.3 billion in assets. In this special anniversary episode of Insight Is Capital, BMO GAM CEO Bill Bamber returns to discuss the thinking behind the strategy, the problem it was designed to solve, who may

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85:04

Doomberg: Energy, AI, and the Calls Nobody Else Made

Insight is Capital™ Podcast ·

2026/08/11

The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse, and the Iran oil bluff — before anyone else was even asking the question — pulls back the curtain on exactly how he thinks, and what's unfolding.Pierre Daillie sits down with Doomberg, the anonymous author behind one of Substack's most widely read energy and finance publications, for a wide-ranging conversation about how to think clearly in a world saturated with noise, spin, and bad incentives. Whether

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50:02

The Risk That Isn't in the Retirement Plan: Markets...

Insight is Capital™ Podcast ·

2026/08/07

Markets can recover from a downturn. Your retirement cannot recover from cyber fraud.In this episode of Insight Is Capital, host Pierre Daillie sits down with Cary Williams, Portfolio Manager and Director of Research at North Road Investment Counsel, and Mykhailo "Misha" Niemtsev, North Road's Digital Risk Advisor, to make a compelling and data-backed case that cyber fraud belongs in every retirement plan alongside inflation, longevity, and sequence-of-returns risk.Drawing on Canadian Anti-Fraud

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54:52

Ash Lawrence: Capital, Conviction, and the Long View

Insight is Capital™ Podcast ·

2026/08/04

What if the biggest edge in manager selection wasn't due diligence, but ownership — literally betting your own balance sheet alongside the managers you back?In this episode of Insight is Capital, host Pierre Daillie sits down with Ash Lawrence, Head of AGF Capital Partners, to unpack a strategy that flips traditional manager selection on its head: AGF doesn't just allocate capital to alternative managers, it takes meaningful ownership stakes in them. Ash explains why AGF holds majority or

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86:17

Is the Biggest Investing Solution Becoming the...

Insight is Capital™ Podcast ·

2026/07/31

If markets no longer price value, then what's actually setting the price?Raise Your Average hosts Pierre Daillie and Adam Butler sit down with Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, for a deep dive into the passive investing thesis he has spent over a decade researching, defending, and stress testing.Green argues that trillions of dollars flowing automatically into index funds via 401(k)s, RSPs, and defined contribution plans have created a market where

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51:38

Returns Are a Commodity—Stop Selling the Plumbing |...

Insight is Capital™ Podcast ·

2026/07/28

If you couldn't talk about performance for 10 minutes, what would you tell a client about the value you provide?Som Seif, Founder and CEO of Purpose Investments, joins Pierre Daillie on Insight Is Capital for a candid, wide-ranging conversation that challenges advisors to confront an uncomfortable truth: the portfolio management skills that built their practices over the last four decades are rapidly becoming a commodity. Seif argues that the 60/40 portfolio, long the default solution for most

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42:38

The Tax Alpha Gap: 260 Basis Points Hiding in Plain...

Insight is Capital™ Podcast ·

2026/07/22

What if the biggest drag on your client's wealth isn't the market — it's the tax bill you never talk about?Most advisors obsess over pre-tax returns, basis points of alpha, and fee negotiations — while silently surrendering 200 to 300 basis points a year to taxes. In this episode of Insight Is Capital, host Pierre Daillie sits down with Ray Carroll, Ph.D., CFA, Managing Director and Chief Investment Officer of the Breton Hill Quantitative Investing team at Neuberger Berman, to make the case that

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