Insight is Capital™ Podcast
By AdvisorAnalyst.com
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Episodes: 284
Description
The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.
| Episode | Date |
|---|---|
|
Corgi Invest's Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.
|
Sep 04, 2026 |
|
David Wong: Anything Can Happen—3 Decades of Market Crises Shaped this $400B CIO's Playbook
|
Sep 01, 2026 |
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Everything in Order, Nothing in Place: The Hidden Liquidity Crisis in Business Succession
|
Aug 24, 2026 |
|
Ric Edelman: What everyone gets wrong about Bitcoin in 2026
|
Aug 21, 2026 |
|
The Credibility Dividend: Why Finfluencers are Making Real Advisors More Valuable Not Less | Stephanie Wolfe
|
Aug 18, 2026 |
|
Convergence Investing Comes of Age: BMO Strategic Equity Yield Fund at Three Years
|
Aug 13, 2026 |
|
Doomberg: Energy, AI, and the Calls Nobody Else Made
|
Aug 11, 2026 |
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The Risk That Isn't in the Retirement Plan: Markets Recover, Cyber Fraud Doesn't
|
Aug 07, 2026 |
|
Ash Lawrence: Capital, Conviction, and the Long View
|
Aug 04, 2026 |
|
Is the Biggest Investing Solution Becoming the Market's Biggest Problem?
|
Jul 31, 2026 |
|
Returns Are a Commodity—Stop Selling the Plumbing | Som Seif
|
Jul 28, 2026 |
|
The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight | Ray Carroll
|
Jul 22, 2026 |
|
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
|
Jul 21, 2026 |
|
The Gap in Every Client File: The Conversation Advisors Keep Skipping
|
Jul 20, 2026 |
|
From Wall Street Executive to Financial Thriller Novelist | Kristine Delano
|
Jul 07, 2026 |
|
Why 0% in Bitcoin & Blockchain is Actually a Riskier Bet Than 1%
|
Jul 03, 2026 |
|
The Folly of Trusting Your Own Mind With Money | Dr. Preet Banerjee
|
Jun 30, 2026 |
|
Animal Spirits vs. The Seasonal Rotation Calendar | Brooke Thackray
|
Jun 23, 2026 |
|
David Dziekanski: The End of the Options-Based Income ETF Trade-Off
|
Jun 19, 2026 |
|
David Varadi: The Early Years of Retirement Are The Most Dangerous
|
Jun 18, 2026 |
|
The ETF Terrordome: Why 1 in 3 New Funds Will Never Survive
|
Jun 16, 2026 |
|
Justin Huhn: Uranium is the Missing Layer Beneath the AI Trade
|
Jun 12, 2026 |
|
She Watches Billions in ETF Flows Every Day. What's Going On Behind the Screens?
|
Jun 09, 2026 |
|
Why Half a Million People Trust PWL Capital CIO, Ben Felix
|
Jun 02, 2026 |
|
Canada's ETF Surge is Structural, not Cyclical | Ronald Landry
|
May 26, 2026 |
|
Larry Swedroe: The Adaptive Market & The Undiversified Investor
|
May 22, 2026 |
|
Adriano Starinieri - No Filters, No Pitch, No Advisor
|
May 19, 2026 |
|
The Covered Call ETF Gap | Zed Francis and Devin Anderson
|
May 15, 2026 |
|
Joe Canavan on Wealth, Risk, and Canada's Next Chapter
|
May 12, 2026 |
|
Dave Nadig: The ETF Bubble Nobody is Talking About
|
May 08, 2026 |
|
Humble Process, Extraordinary Results—The Brian Belski Way
|
May 08, 2026 |
|
The Portfolio Nobody Told You to Build | Tony Dong
|
May 05, 2026 |
|
Paisley Nardini Most Investors Have No Idea Their Portfolio is Missing This
|
May 01, 2026 |
|
You can't eat total return—the income investing playbook is being rewritten | Jillian Delsignore
|
Apr 28, 2026 |
|
Paul Kornfeld: Don't Fight the Market—Align With It
|
Apr 24, 2026 |
|
The Four Piston Portfolio: Why diversification needs an engine, not just a label
|
Apr 17, 2026 |
|
The Party Always Ends: How to Build a Portfolio for the Morning After | Meb Faber
|
Apr 10, 2026 |
|
How CRM3 Turns Transparency into Your Biggest Competitive Advantage
|
Apr 07, 2026 |
|
Daily Premiums, Smarter Income: The Case for ODTE Covered Calls in a Modern Portfolio with Nicolas Piquard
|
Apr 02, 2026 |
|
DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
|
Mar 31, 2026 |
|
Alfonso Peccatiello: You're not diversified. You just think you are.
|
Mar 27, 2026 |
|
Cole Smead: Manias, Margins, and the Case for Canadian Oil
|
Mar 26, 2026 |
|
Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap with Jeremy Schwartz and Jeff Weniger
|
Mar 20, 2026 |
|
Dan White-From AI Hype to Reality—Investing in the Great Acceleration
|
Mar 13, 2026 |
|
Private Markets Are Reshaping Wealth-Are Canadian Portfolios Ready with Clay Khan
|
Mar 06, 2026 |
|
AI is Splitting the Market - The Hidden Winners Beyond NVIDIA with Ivana Delevska
|
Feb 24, 2026 |
|
Dennis Mitchell When Diversification Matters - The Case for Global Real Estate
|
Feb 18, 2026 |
|
Energy Is Destiny: War, China, Gold, Canada & the 60/40 Era
|
Feb 13, 2026 |
|
AI, Defense, and a New Private Markets Playbook with Ash Lawrence
|
Feb 04, 2026 |
|
Energy Copper and Gold ETFs and a World Running Out of Slack with Tony Dong
|
Jan 28, 2026 |
|
Why Millions of Canadians Never Make it to Financial Advice
|
Jan 09, 2026 |
|
How Pros Really Think About Risk, Probability, and Markets with Kris Abdelmessih
|
Dec 29, 2025 |
|
AGF's David Stonehouse: A Narrower Path Forward for Markets in 2026
|
Dec 22, 2025 |
|
Leslie Alba: Positioning Portfolios Purposefully—Lessons from CIBC AM's $90B Head of Portfolio Solutions
|
Dec 19, 2025 |
|
Wealth as a Means, Not a Goal: Investing With Intention in a Polarized World with Tim Nash
|
Dec 12, 2025 |
|
Wealth Partnership and Purpose with Doug and Heather Boneparth
|
Nov 28, 2025 |
|
Building Portfolios That Never Say Sorry with Kinsted's Brent Smith
|
Nov 21, 2025 |
|
The Global ETF Boom and Upcoming Toronto ETFGI Global ETFs Summit with Deborah Fuhr
|
Nov 18, 2025 |
|
Investment Grade CLOs—A secure path to yield and resilience with Mark Jarosz
|
Nov 06, 2025 |
|
Rich Mindset vs. Poor Mindset—The Psychological Divide with Dr. Brad Klontz
|
Nov 05, 2025 |
|
Future-Proof Wealth: How First Avenue is Redefining Wealth Management Advice
|
Oct 30, 2025 |
|
Why EQ beats IQ in Wealth Management with Shana Sissel
|
Oct 24, 2025 |
|
Peter Berezin: Is this the Wile E. Coyote moment for investors?
|
Oct 10, 2025 |
|
Private Investments Come of Age - Opportunity and Balance Unlocked
|
Oct 01, 2025 |
|
Ilan Kolet | From US Exceptionalism to Canadian Realism Fidelity's Global Recalibration
|
Sep 25, 2025 |
|
ETFs, Advisors, and the Next Trillion: Inside the Minds of Two Industry Leaders
|
Sep 02, 2025 |
|
The 4th Turning of Markets: Paradigm C, Inflation, Debt & Investing in 2025 with Darius Dale
|
Aug 28, 2025 |
|
CRM3 (TCR) - More than compliance - It's a chance to define your value
|
Aug 27, 2025 |
|
Ric Edelman - A Real Risk - Not owning bitcoin
|
Aug 26, 2025 |
|
Alfred Lee: Constructive But Cautious—Navigating the market's crosscurrents
|
Aug 19, 2025 |
|
Stacking Strategic Gold and Bitcoin with RSSX with ReSolve's Mike Philbrick
|
Aug 13, 2025 |
|
The Sh*tty Leader Inside Us All: Mark Robinson's Lessons in Real Leadership
|
Jul 31, 2025 |
|
Top Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap with Ahmed Farooq
|
Jul 31, 2025 |
|
Inside the Minds of Canadian Investors - Survey Findings Every Advisor Should Know with Sam Febbraro
|
Jul 21, 2025 |
|
ETFs That Overlay Carry: Adding Alpha to Portfolios Without Subtracting Core Exposure with Adam Butler
|
Jul 17, 2025 |
|
How to Add Trend Following Alpha Without Sacrificing Your Core Portfolio with Rodrigo Gordillo
|
Jul 15, 2025 |
|
Corey Hoffstein: Merger Arbitrage Isn’t Just for Institutions Anymore — Here’s How You Can Use It
|
Jul 10, 2025 |
|
Canada built the ETF—now it risks losing the industry to the U.S. — How CETFA means to reverse the trend
|
Jul 08, 2025 |
|
Outsmart the 60/40 Trap: How Return Stacking Changes the Game
|
Jul 07, 2025 |
|
Bond Voyage! Saying Goodbye to Traditional Diversifiers with Tony Dong
|
May 15, 2025 |
|
Innovation and Trends in the Canadian ETF Market with Ronald Landry
|
May 13, 2025 |
|
The India Stack: The Case for Investing in India's Booming Tech Sector with Kevin Carter
|
May 08, 2025 |
|
EMQQ Global's Kevin Carter: A Serial Investech Pioneer Walks into Princeton University
|
May 06, 2025 |
|
The Trump Put & How ETFs are Shaping Wild Markets with Eric Balchunas
|
May 02, 2025 |
|
Doomberg: Policy Uncertainty is The New Systemic Risk
|
Apr 17, 2025 |
|
Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet
|
Apr 09, 2025 |
|
Return Stacking: Diversification Without Sacrifice
|
Mar 27, 2025 |
|
ETF Views: Factors, Alts, Derivative Onions & Bugs with Tony Dong
|
Mar 25, 2025 |
|
The ETF Industry's Hidden Risks with Dave Nadig
|
Mar 20, 2025 |
|
Paisley Nardini: Outlook—Time for Tail Risk Protection?
|
Mar 18, 2025 |
|
Som Seif: Debunking Private Markets - Opportunities and Myths
|
Mar 11, 2025 |
|
Private Markets: Opportunities and Risks in a Transitional Financial Landscape
|
Mar 06, 2025 |
|
The Power of Raising Literacy in Canada with Mélanie Valcin
|
Feb 12, 2025 |
|
Pressing Investment Questions for 2025 with Ilan Kolet
|
Feb 05, 2025 |
|
The 2025 Marketing Guide for Financial Advisors with Samantha Russell
|
Jan 28, 2025 |
|
Are Markets overestimating 2025 Investment Opportunities with Aahan Menon
|
Jan 17, 2025 |
|
Rethinking Wealth: Unlocking the Power of Private Markets
|
Dec 10, 2024 |
|
Women and Alts: A Global Perspective with Barbara Stewart, CFA
|
Nov 27, 2024 |
|
Mario Cianfarani: Canadians love their advisors - but Gen Z and Millenials are shaking things up
|
Nov 20, 2024 |
|
Doomberg: Trump, Energy Policy and Geopolitical Uncertainty
|
Nov 19, 2024 |
|
Stop Competing with Markets! Do this instead - Larry Swedroe
|
Nov 12, 2024 |
|
Fidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2024. How?
|
Oct 15, 2024 |
|
NBI's Martin Lefebvre: Q4 2024-2025 Market and Economic Outlook
|
Oct 09, 2024 |
|
Shana Sissel – From Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative Investments
|
Sep 24, 2024 |
|
Todd Finkle: A Fresh Take on Warren Buffett
|
Sep 18, 2024 |
|
Macro Outlook and Defensive Investing Strategies with Bob Elliott
|
Aug 15, 2024 |
|
Justin Huhn: The Generational Bull Case for Uranium
|
Aug 13, 2024 |
|
Mutiny's Jason Buck on Navigating Volatility: Defense? How? Why Now?
|
Aug 01, 2024 |
|
FactSet's Elisabeth Kashner – The Scoop: Deep ETF Trends Insights
|
Jul 23, 2024 |
|
Som Seif Investment Review and Outlook - Positioning for Unclear Markets
|
Jul 17, 2024 |
|
Joel Litman: Market Review & Outlook–"GAAP is not truth or reality" for investors
|
Jul 15, 2024 |
|
Steve Hawkins Returns: Innovation and the Future of ETFs
|
Jul 11, 2024 |
|
National Bank's Daniel Straus: Extraordinary ETF Insights, Outlook
|
Jul 04, 2024 |
|
Fidelity's Ilan Kolet: Investment Outlook–Harnessing Liquid Alternatives
|
Jul 02, 2024 |
|
How Unlimited's Bob Elliott is Making Hedge Funds Accessible to Everyone
|
Jun 19, 2024 |
|
Brooke Thackray: Seasonal Rotation – Time to rotate?
|
Jun 11, 2024 |
|
WisdomTree: Navigating These Unusual Market and Economic Signals
|
May 28, 2024 |
|
Starlight's Dennis Mitchell: Outlook 2024 – Diverse Bets for Uncertainty
|
May 23, 2024 |
|
SIACharts' Paul Kornfeld - Buy the dip, or sell the rip? Are we at a turning point?
|
May 07, 2024 |
|
Toby Carlisle - Value Investing is Simple, Not Easy
|
May 02, 2024 |
|
Aubrey Basdeo: More Coupon, Less Duration
|
Apr 23, 2024 |
|
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
|
Apr 09, 2024 |
|
Bill Bamber, BMO GAM CEO: "A generational shift in accessing structured investment payoffs"
|
Mar 07, 2024 |
|
Vanguard's Mario Cianfarani: Three Challenges for 2024
|
Feb 21, 2024 |
|
Fidelity's Ilan Kolet – 11 Questions for 2024
|
Feb 12, 2024 |
|
John De Goey - Investing ahead of unknown market risks
|
Jan 16, 2024 |
|
Fidelity's Ilan Kolet: 2024 Macro and Investment Outlook
|
Dec 21, 2023 |
|
Dino Bourdos: Is the yield on your covered call fund too good?
|
Dec 14, 2023 |
|
Deep Dive into Global Economic and Market Outlook, and AI's Role with Joaquin Kritz Lara
|
Dec 07, 2023 |
|
Michael Robbins: Ever seen a bad backtest?
|
Nov 30, 2023 |
|
Investment Insights from WisdomTree's Jeremy Schwartz & Jeff Weniger
|
Nov 21, 2023 |
|
Nicolas Piquard: Monetizing Volatility in Bonds (a First) & Equities
|
Nov 01, 2023 |
|
Darius Dale 42 Macro - Looking Back, Looking Forward to 2024
|
Oct 18, 2023 |
|
NBI's Terry Dimock: Governance in Portfolio Management Through Several Angles
|
Oct 05, 2023 |
|
Doomberg: Separating Fact from Fiction
|
Sep 27, 2023 |
|
Mega-Cap Dominance and Sector-Specific Recovery - What to watch w/ Paul Kornfeld, SIACharts
|
Sep 12, 2023 |
|
Risk Mitigating Strategies Framework - Jason Josephiac & Ryan Lobdell
|
Jul 24, 2023 |
|
Hugh Hendry on China, Mag-7, Bubbles, Inflation, Bonds & Bitcoin
|
Jul 05, 2023 |
|
2023 Fidelity Retirement Report: Rising costs shake Canadians' Retirement Optimism
|
Jul 05, 2023 |
|
Private Assets & The High Net Worth Attraction
|
Jun 28, 2023 |
|
Cole Smead: The Game Has Changed – What About You?
|
Jun 01, 2023 |
|
Paul Kornfeld: What Are The Charts Saying About Markets?
|
May 29, 2023 |
|
Deep, Wide Moats & The Art of Investing in Unwanted Assets
|
May 23, 2023 |
|
Mark Noble: Yield Producing Asset Strategies – Why Now?
|
May 17, 2023 |
|
Return Stacking: Strategy for A Low Return Environment
|
May 15, 2023 |
|
Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else?
|
Apr 25, 2023 |
|
Dave Nadig: "Pick your favorite crisis – they're all interconnected."
|
Apr 19, 2023 |
|
ChatGPT, AI, Systemic Risk & The Case for Dividends
|
Apr 12, 2023 |
|
Aubrey Basdeo: Bank Breakages, Inflation & Fixed Income Strategy
|
Mar 29, 2023 |
|
John De Goey – Complacency, Optimism Bias & Investment Risk
|
Mar 27, 2023 |
|
Impulses Driving Risk Appetite are Likely Transitory, feat. Aahan Menon
|
Mar 21, 2023 |
|
The Importance of Attracting and Engaging Millennial Clients with Justin Castelli
|
Mar 08, 2023 |
|
Mike Green: The Fed Overreacted to 2022's Inflation Pulse. Now what?
|
Feb 27, 2023 |
|
137 Alfred Lee – 2023 Outlook & Strategy: 50 / 30 / 20
|
Feb 09, 2023 |
|
Erika Toth - ETFs, Credentials, Strategies & Advisory Tools: Level Up Your Competitiveness
|
Jan 23, 2023 |
|
Alfonso Peccatiello: Macro 301 – Behind today's most crucial macroeconomic, market concerns
|
Dec 19, 2022 |
|
Richard Heft: How to add gravity to your client communications
|
Dec 16, 2022 |
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Richard Heft: Markets, Inflation, and Missing the Point on ESG
|
Dec 15, 2022 |
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132 Barometer's David Burrows: Whats What in This Stormy and Tricky Market?
|
Nov 08, 2022 |
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The Diversification Power of Real Liquid Alternatives with Jeff Evans and Travis Wetsch, TD Asset Management
|
Oct 25, 2022 |
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Darius Dale & Jason Del Vicario: Are Inflation Fears Overblown?
|
Oct 20, 2022 |
|
Solving the "Nastiest Hardest Problem in Finance" – Barry Gordon and Dr. Moshe A. Milevsky
|
Oct 19, 2022 |
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128 NBI's Martin Lefebvre: Bullish vs. Bearish: Who will win the next round?
|
Oct 05, 2022 |
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127 What Diversification Play Tackles a Stagflation Blitz? The HRAA Playbook
|
Sep 22, 2022 |
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126 Jason Buck: Defensive Diversification & The Cockroach Portfolio
|
Sep 08, 2022 |
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125 Dividend Payers and Growers: Resilient During Periods of High Inflation and Rising Rates
|
Aug 10, 2022 |
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124 Meb Faber: The Problem with Long Term Investing
|
Aug 03, 2022 |
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123 The Intended and Unforeseen Opportunities of ESG
|
Jul 21, 2022 |
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Ivana Delevska - Investment Thesis for Industrial Technology Stocks
|
Jun 30, 2022 |
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120 Value Stocks Are Back w/ Stephen Jenkins and Jackie Au
|
Jun 09, 2022 |
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Nicolas Piquard: The Lowdown on Uranium, Lithium & Carbon
|
Jun 02, 2022 |
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Key Investment Themes in Tumultuous '22
|
May 26, 2022 |
|
Does Seasonal Rotation Work?
|
May 25, 2022 |
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115 Canadian ETF Trends 2022 Update w/ Ronald Landry, CIBC Mellon
|
May 03, 2022 |
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113 Eric Balchunas' The Bogle Effect
|
Apr 20, 2022 |
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112 Andrew Beer on Simplifying Managed Futures and Liquid Alts Exposure
|
Apr 07, 2022 |
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111 Investing in Technology Leaders of Today and Tomorrow in 2022?
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Mar 29, 2022 |
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110 Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse
|
Mar 21, 2022 |
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109 Kim Shannon: Value Investing, Inflation & Canadian Equities
|
Mar 08, 2022 |
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108 Hugh Hendry: Big Macro Fault Lines
|
Mar 01, 2022 |
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107 2022 ETF Market Review and Macro Landscape with Daniel Straus, National Bank Financial
|
Feb 15, 2022 |
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106 Making Sense of Sustainable Investing with Jon Aikman & Dr. Sean Cleary
|
Feb 09, 2022 |
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105 How ETFs Are Changing the Way We Invest with Deborah Fuhr, ETFGI
|
Feb 03, 2022 |
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104 Kim Shannon: Inflation, Value Investing & Canada Now
|
Jan 26, 2022 |
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103 Crypto: Still Early Innings with Ric Edelman
|
Jan 24, 2022 |
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102 A Sea of D's in 2022 w/ Darius Dale and Mary Hagerman
|
Jan 17, 2022 |
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Ep. 100 Multi-Asset Strategies: Making Your Money Work Harder and Smarter
|
Jan 13, 2022 |
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99 Huber's New Almanac of Alternative Investments
|
Jan 06, 2022 |
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97 Preet Banerjee - What is Advice Worth?
|
Dec 23, 2021 |
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96 New Ways to Optimize Retirement with David Blanchett & Michael Finke Ph.D.
|
Dec 15, 2021 |
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95 Mary Hagerman: The Black Belt Advisor
|
Dec 09, 2021 |
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94 Jeff Bradacs: How Market Neutral Strategies Fit Into Investor Portfolios
|
Dec 01, 2021 |
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93 Mike Green: Stock Markets Are Less Efficient, and More 'Inelastic.' What does that mean?
|
Nov 24, 2021 |
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92 Simplify's Michael Green: The Un-Consensus on Today's Macro & Inflation
|
Nov 16, 2021 |
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91 SIACharts' Paul Kornfeld on Actionable, Investment Decision-Making Tools, At Scale, for Advisors
|
Nov 10, 2021 |
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90 Canada's Leading VC: Back From the Brink & Keeping Canadian Innovation Canadian
|
Nov 03, 2021 |
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89 Unlocking Total Return & Yield From Dividends, Growth, and Options with Ben Gossack and Trevor Cummings, TD Asset Management
|
Nov 02, 2021 |
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88 ESG: What Difference Does It Make?
|
Oct 23, 2021 |
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87 David Rosenberg: Take Off Your 'Rosie' Coloured Glasses
|
Oct 14, 2021 |
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Ep 86 Jeffrey Sherman – Macro-View: How to Protect and Profit in This Bizarre Market
|
Oct 13, 2021 |
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Ep 85 Return Stacking: Strategies for Overcoming a Low Return Environment
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Oct 12, 2021 |
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Ep 84 The Future of Advisor Marketing Today with Richard Heft and Andrew Broadhead
|
Oct 07, 2021 |
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Ep 82 Phil Mesman: Event-Driven Credit Investing
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Oct 01, 2021 |
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Ep 80 Jeffrey Sherman, DoubleLine Capital - Macro Outlook – How Should Investors be Positioning?
|
Sep 23, 2021 |
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Ep 79 Pt. 1 Annamaria Testani - Creating Value as an Advisor Through 'Active Listening'
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Sep 20, 2021 |
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Ep 79 Pt. 2 Annamaria Testani - Reframing and Defining Your Value as an Advisor
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Sep 20, 2021 |
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Ep 79 Pt. 3 Annamaria Testani - Always be Adapting Your Value to Conquer Disruptive Change
|
Sep 20, 2021 |
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78 Justin Castelli on Personal Brand Building for Advisors & Onramp
|
Sep 14, 2021 |
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77 Nicolas Piquard on The Bull Case for Uranium (and Uranium Stocks)
|
Sep 07, 2021 |
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76 Matt Hougan on What Bitcoin Does to Portfolios
|
Aug 25, 2021 |
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75 Wade Guenther on An Innovative Approach to Investing in Gold (Raise Your Average)
|
Aug 18, 2021 |
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Ep. 74 Eric Crittenden on The Magic of All-Weather Investing
|
Aug 11, 2021 |
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Ep. 73 Atul Tiwari on The Case for Investing in Fine Wine as an Alternative Asset Class (RYA Edition)
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Aug 04, 2021 |
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Ep. 72 Steve Hawkins – The Secret Sauce of Horizons ETFs (Raise Your Average)
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Jul 29, 2021 |
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Ep. 71 'Running Money' – Jason Mann and Mike Newton Walk Into a Zoom (RYA Ep. 12)
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Jul 19, 2021 |
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Ep. 70 Ted Seides, Capital Allocators – Investing Lessons from Decades Interviewing Elite Money Managers
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Jul 07, 2021 |
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Ep. 69 'Timing Luck' and Liquidity Cascades with Corey Hoffstein, Newfound Research (Raise Your Average)
|
Jun 29, 2021 |
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Ep. 68 On Running Canada's Most Successful Family Office – Arthur Salzer, CIO, Northland Wealth Management
|
Jun 23, 2021 |
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67 Brief Version – Clients Expect Advisors to Lead Them on Responsible Investment
|
Jun 17, 2021 |
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67 Clients Expect Advisors to Lead Them on Responsible Investment
|
Jun 17, 2021 |
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Ep. 66 Raise Your Average with Mark Noble, Executive VP, Horizons ETFs
|
Jun 08, 2021 |
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Ep. 65 How to Overcome Six Modern Advisor Practice Challenges – Richard Heft, Andrew Broadhead on The Ascendant Advisor
|
Jun 07, 2021 |
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Ep. 64 Som Seif, Purpose Investments on the World's First Bitcoin and Ether ETFs
|
Jun 03, 2021 |
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Ep. 63 Raise Your Average with Jason Buck CIO Mutiny Fund
|
May 21, 2021 |
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Ep. 62 Raise Your Average with Lyn Alden, Lyn Alden Investment Strategy
|
May 13, 2021 |
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Ep. 61 Raise Your Average with Alex Shahidi and Damien Bisserier, Co-CIOs, Evoke Advisors
|
Apr 28, 2021 |
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Ep 59 Raise Your Average with Wesley Gray, PhD, CEO, Alpha Architect
|
Apr 07, 2021 |
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Ep 58 Raise Your Average with Nancy Davis, Quadratic Capital Management LLC
|
Mar 18, 2021 |
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Ep 57 Raise Your Average with Dave Nadig and Tim Nash – ESG: (What's it to you?)
|
Feb 23, 2021 |
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Ep 56 Raise Your Average with Meb Faber and Marc Dalpé – The 60/40 Portfolio Puzzle
|
Feb 04, 2021 |
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Ep. 54 Som Seif and Greg Taylor, Purpose Investments
|
Sep 22, 2020 |
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Ep. 53 Sri Iyer, Guardian Capital
|
Sep 04, 2020 |
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Ep. 52 Candice Bangsund, Fiera Capital
|
Sep 01, 2020 |
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Ep. 51 Brian Wesbury, Chief Economist, First Trust Portfolios
|
Aug 18, 2020 |
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Ep. 50 Hans Albrecht and Nicolas Piquard, Horizons ETFs
|
Jul 28, 2020 |
|
Ep. 49 Steve Hawkins, President and CEO, Horizons ETFs
|
Jul 21, 2020 |
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Ep. 48 Adam Butler, Resolve Asset Management
|
Jul 08, 2020 |
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Ep. 47 Brooke Thackray: What is Seasonal Investing?
|
Jun 04, 2020 |
|
Ep. 46 Mike Philbrick and Rodrigo Gordillo, Resolve AM
|
Jun 01, 2020 |
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Ep. 45 Michael Greenberg: Rebalance? Yes, but where?
|
May 06, 2020 |
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Ep. 44 Hubert Marleau: Macro, Micro, and Mini-Micro – Now and Post-Pandemic
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Apr 28, 2020 |
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Ep. 43 Paulette Filion and Judy Paradi: Advisors' Future Success Depends on Keeping Women Engaged
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Apr 19, 2020 |
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Ep. 42 Guy Haselmann: How World Order Looks After COVID-19
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Apr 15, 2020 |
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Ep. 41 Sandy Liang: The Correction/Opportunity Set of 2020's Bond and Credit Market Crisis
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Apr 14, 2020 |
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Ep. 40 Mark Noble: Did ETFs Pass the Pandemic Sell-Off Test?
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Apr 13, 2020 |
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David Picton: Is the 60/40 Portfolio Dead?
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Jan 27, 2020 |
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Daniel Straus: Canadians Lead the World in ETF Innovation
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Dec 11, 2019 |
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Time to get comfortable being uncomfortable
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Aug 26, 2019 |
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Som Seif: Conventional Fixed Income Will Be High Risk, Low Return
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Mar 26, 2019 |
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Dan Richards: How to be the most valuable advisor to clients
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Dec 29, 2018 |
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Goshka Folda: What will make you the irreplaceable advisor?
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Dec 05, 2018 |
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Jason Del Vicario: The Journey to Discretionary Portfolio Manager
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Sep 25, 2018 |
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Greg Taylor: Outlook for Cannabis, Energy, and Banking
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Jun 28, 2018 |
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David Rosenberg: In depth on Canada, U.S., and Global Economy and Markets
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May 30, 2018 |
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Som Seif: How has Q1's Volatility Changed Your Market Outlook?
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May 24, 2018 |
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Dan Kelley: The Opportunity in Founder-Led Companies
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Apr 18, 2018 |
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Sandy Liang: The Credit Risk Thesis for Investors Seeking Yield in a Rising Rate Market
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Mar 31, 2018 |
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Sandy Liang: A Leading High Yield Fund Manager's Front Row Seat at the Financial Crisis
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Mar 31, 2018 |
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Tom O'Gorman: Where are the Fixed Income Opportunities?
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Feb 23, 2018 |
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Tom O'Gorman: Are China's Large Forex Bond Purchases the Fed's Unwinding White Knight?
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Feb 23, 2018 |
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Tom O'Gorman: Are central banks caught between a pillar and a post?
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Feb 23, 2018 |
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Tom O'Gorman: Is the bond market right about the economy?
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Feb 23, 2018 |
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Stephen Lingard: Multi-Asset Outlook for 2018 (Full Interview)
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Jan 31, 2018 |
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Stephen Lingard: Where are the opportunities?
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Jan 29, 2018 |
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Stephen Lingard: Has Low Dispersion in Index Stocks Made Active Investing Harder?
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Jan 29, 2018 |
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Stephen Lingard: Why is the return of volatility heralded by active investors?
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Jan 29, 2018 |
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Stephen Lingard: Undoing 'The Giant Monetary Experiment'
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Jan 29, 2018 |
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Stephen Lingard: Is there a connection between volatility and inflation?
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Jan 28, 2018 |
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Stephen Lingard: Investors did have a long memory about 2008
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Jan 28, 2018 |
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Stephen Lingard: Multi-Asset Outlook for 2018 – Anticipating the Return of Volatility
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Jan 28, 2018 |
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Dan Dupont: What are your outlook and plans for 2018, and thoughts for your investors?
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Jan 28, 2018 |
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Dan Dupont: "I am unwavering in my focus on downside protection"
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Jan 28, 2018 |
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Dan Dupont: "Bad deals are made in good times, and these are excessively good times"
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Jan 28, 2018 |
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Dan Dupont: "Credit is like oxygen. You don't think about until it's gone."
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Jan 28, 2018 |
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Dan Dupont: How did your childhood in rural Québec prepare you as a portfolio manager?
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Jan 28, 2018 |
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What defines the Frontier Emerging Markets Opportunity?
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Aug 11, 2017 |
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The Gift from Senior Emerging Markets. Structural 'Share Gainers.'
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Aug 11, 2017 |
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Former Dictatorships are Fertile Ground for Today's Investors
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Aug 11, 2017 |
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What are the 'Four Neighbours?'
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Aug 11, 2017 |
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The Biggest IPO in World History is Coming? What does it mean?
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Aug 11, 2017 |
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Risk Management: Are you long-only in this market?
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Aug 11, 2017 |
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Is Good Economic News Still Bad News for Stock Markets?
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Aug 11, 2017 |
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Is This The Most Uncomfortable Bull Market in History?
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Aug 11, 2017 |
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Is Warren Buffett the Pied Piper of Indexing?
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Aug 11, 2017 |