The Insight is Capital™ Podcast
By AdvisorAnalyst.com
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Category: Investing
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Episodes: 137
Description
This is The Insight is Capital Podcast, AdvisorAnalyst.com’s fireside chats with fascinating people in finance to discuss their insights on life, markets, macro, investment strategy, and and much more.
| Episode | Date |
|---|---|
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Seen, Heard, Understood—The 93% of Wealth Advice That AI Won't Disrupt | Ed Chien
|
Sep 29, 2026 |
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Nearly Half of Canadian Advisors Have No Succession Plan
|
Sep 25, 2026 |
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Marcos Milla: The Financial Literacy Revolution Advisors Can't Ignore
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Sep 23, 2026 |
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Kevin Carter: The World's AI Supply Chain is in Emerging Markets
|
Sep 17, 2026 |
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Meb Faber: The Quiet 50% Return Nobody at the Beach Is Talking About.
|
Sep 08, 2026 |
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David Wong: Anything Can Happen—3 Decades of Market Crises Shaped this $400B CIO's Playbook
|
Sep 01, 2026 |
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The Credibility Dividend: Why Finfluencers are Making Real Advisors More Valuable Not Less | Stephanie Wolfe
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Aug 18, 2026 |
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Convergence Investing Comes of Age: BMO Strategic Equity Yield Fund at Three Years
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Aug 13, 2026 |
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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 |
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Ash Lawrence: Capital, Conviction, and the Long View
|
Aug 04, 2026 |
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Returns Are a Commodity—Stop Selling the Plumbing | Som Seif
|
Jul 28, 2026 |
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The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight | Ray Carroll
|
Jul 22, 2026 |
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The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
|
Jul 21, 2026 |
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From Wall Street Executive to Financial Thriller Novelist | Kristine Delano
|
Jul 07, 2026 |
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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 |
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David Varadi: The Early Years of Retirement Are The Most Dangerous
|
Jun 18, 2026 |
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The ETF Terrordome: Why 1 in 3 New Funds Will Never Survive
|
Jun 16, 2026 |
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She Watches Billions in ETF Flows Every Day. What's Going On Behind the Screens?
|
Jun 09, 2026 |
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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 |
|
Adriano Starinieri - No Filters, No Pitch, No Advisor
|
May 19, 2026 |
|
Joe Canavan on Wealth, Risk, and Canada's Next Chapter
|
May 12, 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 |
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The Four Piston Portfolio: Why diversification needs an engine, not just a label
|
Apr 17, 2026 |
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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 |
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DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
|
Mar 31, 2026 |
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Cole Smead: Manias, Margins, and the Case for Canadian Oil
|
Mar 26, 2026 |
|
Dan White-From AI Hype to Reality—Investing in the Great Acceleration
|
Mar 13, 2026 |
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Private Markets Are Reshaping Wealth-Are Canadian Portfolios Ready with Clay Khan
|
Mar 13, 2026 |
|
Dennis Mitchell When Diversification Matters - The Case for Global Real Estate
|
Feb 18, 2026 |
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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 |
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How Pros Really Think About Risk, Probability, and Markets with Kris Abdelmessih
|
Dec 29, 2025 |
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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 |
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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 |
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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 |
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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 |
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CRM3 (TCR) - More than compliance - It's a chance to define your value
|
Aug 27, 2025 |
|
Alfred Lee: Constructive But Cautious—Navigating the market's crosscurrents
|
Aug 19, 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 24, 2025 |
|
Inside the Minds of Canadian Investors - Survey Findings Every Advisor Should Know with Sam Febbraro
|
Jul 21, 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 |
|
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
|
May 08, 2025 |
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EMQQ Global's Kevin Carter: A Serial Investech Pioneer Walks into Princeton University
|
May 06, 2025 |
|
Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet
|
Apr 09, 2025 |
|
ETF Views: Factors, Alts, Derivative Onions & Bugs with Tony Dong
|
Mar 25, 2025 |
|
Paisley Nardini: Outlook—Time for Tail Risk Protection?
|
Mar 18, 2025 |
|
Som Seif: Debunking Private Markets - Opportunities and Myths
|
Mar 11, 2025 |
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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 |
|
Rethinking Wealth: Unlocking the Power of Private Markets with Tony Davidow
|
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 |
|
Fidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2024. How?
|
Oct 15, 2024 |
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NBI's Martin Lefebvre: Q4 2024-2025 Market and Economic Outlook
|
Oct 09, 2024 |
|
Todd Finkle: A Fresh Take on Warren Buffett
|
Sep 18, 2024 |
|
Mutiny's Jason Buck on Taming Market Risk: 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 |
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Joel Litman: Market Review and 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 |
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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 |
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Starlight's Dennis Mitchell: Outlook 2024 – Diverse Bets for Uncertainty
|
May 23, 2024 |
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Aubrey Basdeo: More Coupon, Less Duration
|
Apr 23, 2024 |
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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 |
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John De Goey - Investing ahead of unknown market risks
|
Jan 16, 2024 |
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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 |
|
Robert Wilson: Maximize your portfolio’s potential with the BARBELL
|
Dec 12, 2023 |
|
Nicolas Piquard: Monetizing Volatility in Bonds (a First) & Equities
|
Nov 01, 2023 |
|
NBI's Terry Dimock: Governance in Portfolio Management Through Several Angles
|
Oct 05, 2023 |
|
Hugh Hendry on China, Mag-7, Bubbles, Inflation, Bonds & Bitcoin
|
Jul 07, 2023 |
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2023 Fidelity Retirement Report: Rising costs shake Canadians' Retirement Optimism
|
Jul 05, 2023 |
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Private Assets & The High Net Worth Attraction
|
Jun 28, 2023 |
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Achieving client goals with greater certainty: The 40/30/30 approach to investing
|
Jun 22, 2023 |
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Aubrey Basdeo: Bank Breakages, Inflation & Fixed Income Strategy
|
May 29, 2023 |
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Deep, Wide Moats & The Art of Investing in Unwanted Assets
|
May 23, 2023 |
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Mark Noble: Yield Producing Asset Strategies – Why Now?
|
May 17, 2023 |
|
ChatGPT, AI, Systemic Risk & The Case for Dividends
|
Apr 12, 2023 |
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The Importance of Attracting and Engaging Millennial Clients with Justin Castelli
|
Mar 08, 2023 |
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Mike Green: The Fed Overreacted to 2022's Inflation Pulse. Now what?
|
Feb 27, 2023 |
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2023 Outlook & Strategy: 50 / 30 / 20 with BMO ETFs Alfred Lee
|
Feb 09, 2023 |
|
Erika Toth - ETFs, Credentials, Strategies & Advisory Tools: Level Up Your Competitiveness
|
Jan 23, 2023 |
|
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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Depth & Breadth: Constructing portfolios for a world of short and volatile market cycles
|
Nov 28, 2022 |
|
The Diversification Power of Real Liquid Alternatives with Jeff Evans and Travis Wetsch, TD Asset Management
|
Oct 25, 2022 |
|
Solving the "Nastiest Hardest Problem in Finance" – Barry Gordon and Dr. Moshe A. Milevsky
|
Oct 19, 2022 |
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Bullish vs. Bearish with NBI's Martin Lefebvre:
|
Oct 05, 2022 |
|
Dividend Payers and Growers: Resilient During Periods of High Inflation and Rising Rates
|
Aug 10, 2022 |
|
Mark Noble – A Look at Thematic ETFs in Tumultuous '22_01
|
May 28, 2022 |
|
The Best & The Rest - Measuring the Efficacy of Alternative Strategies
|
May 16, 2022 |
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Canadian ETF Trends 2022 Update with CIBC Mellon's Ronald Landry
|
May 03, 2022 |
|
Investing in Technology Leaders of Today and Tomorrow in 2022
|
Mar 29, 2022 |
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Hugh Hendry Biggest Macro Fault Lines
|
Mar 01, 2022 |
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Deborah Fuhr - How ETFs Are Changing the Way We Invest
|
Feb 03, 2022 |
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The Pro-Value, Pro-Canada Cycle with Kim Shannon
|
Jan 26, 2022 |
|
Multi-Asset Strategies: Making Your Money Work Harder AND Smarter with Picton Mahoney's Michael White
|
Jan 13, 2022 |
|
The Black Belt Advisor with Mary Hagerman
|
Dec 09, 2021 |
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How Market Neutral Strategies Fit Into Investor Portfolios with Picton Mahoney's Jeff Bradacs
|
Dec 01, 2021 |
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Canada's Leading VC Keeping Canadian Innovation Canadian
|
Nov 03, 2021 |
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Unlocking Total Return & Yield From Dividends, Growth, and Options with TDAM's Ben Gossack
|
Nov 02, 2021 |
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If Your Capital Market Assumptions Have Changed, Why Hasn’t Your Portfolio with Picton Mahoney's Robert Wilson
|
Oct 05, 2021 |
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Event-Driven Credit Investing with Picton Mahoney's Phil Mesman
|
Oct 01, 2021 |
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Macro & Markets: How Investors Should be Positioning in this Environment with DoubleLine's Jeffrey Sherman
|
Sep 23, 2021 |
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Creating Value as an Advisor Through 'Active Listening'
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Sep 20, 2021 |
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Reframing and Defining Your Value as an Advisor
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Sep 20, 2021 |
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Always be Adapting Your Value to Conquer Disruptive Change
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Sep 20, 2021 |
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Clients Expect Advisors to Lead Them on Responsible Investment
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Jun 17, 2021 |
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The New Advisor Growth Playbook with Richard Heft & Andrew Broadhead
|
Jun 07, 2021 |
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On Launching the World's First Bitcoin and Ether ETFs
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Jun 03, 2021 |