Best Ilan and Justin Podcasts (2024)

1
Macro Outlook and Defensive Investing Strategies with Bob Elliott 1:17:53

5d ago1:17:53

1:17:53

Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the show. We discuss his 13 years experience at Bridgewater Associates (10 years as head of Ray Dalio's investment research team), and the lessons he learned from the Global Financial Crisis. We get into the more recent period of ecomomic upheaval, and today's macroeconomic landsca…

1
EP 134 Jacques Gallant 2:11:28

13m ago2:11:28

2:11:28

EP 134 Jacques Gallant of Gallant Metal WorksWe sit down with Jacques and discuss his life as a blacksmith and metal worker. This man is a wealth of knowledge and we are.lucky to have him on team Canada eh. Some really great metal working tips hidden in this gem.Much love from the hosers over here at Forge Side Chat bud.Hope you enjoy and don't for…

1
Justin Huhn: The Generational Bull Case for Uranium 1:16:52

7d ago1:16:52

1:16:52

Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie and Mike Philbrick on the show to discuss the unfolding generational bull case for uranium and the entire uranium and nuclear power generation sector. We explore the cyclical nature of the uranium market, current supply and demand dynamics, and the impact of ge…

1
EP 133 Just the two of us 1:44:16

9d ago1:44:16

1:44:16

EP 133 Laroquez and Lando sit down to discuss the current state of affairs in their blacksmithing, business and lives. With a heavy focus on talent in the Great White North of course.This episode is brought to you by Maritime Knife Supply. Sponsor of The Great Lakes Custom Knife Show in Goderich, Ont Aug 17th. Highlighting some of Canada's best tal…

1
Mutiny's Jason Buck on Navigating Volatility: Defense? How? Why Now? 59:56

19d ago59:56

59:56

In this episode of Insight is Capital, Pierre Daillie chats with Jason Buck, Chief Investment Officer at Mutiny Fund, to discuss defensive and offensive strategies in portfolio management - with equity valuations of the "Magnificent 7" it's now particularly essential for advisors and investors alike to consider defense ahead of any potential revers…

1
FactSet's Elisabeth Kashner – The Scoop: Deep ETF Trends Insights 59:49

28d ago59:49

59:49

In this conversation, Pierre Daillie interviews Elisabeth Kashner, Director of Global Funds Research, FactSet, about the trends and challenges in the ETF market. They discuss the slow pace of ETF flows in 2024, the impact of the Fed's rate cuts, and the attractiveness of cash investments. They also explore the rise of actively managed equity ETFs a…

1
EP 132 Martin De Winter of Dewinter Metal Works 1:56:43

23d ago1:56:43

1:56:43

EP 132 with Martin De Winter of @dewintermetalworks joins us this week for a great chat. We dive into his life of metal work which started in Belgium and has now become a business in Los Angeles, California. He is a master of brass and patina work dealing with some very high end clients. His work has been featured in architectural digest! Hope you …

1
Som Seif Investment Review and Outlook - Positioning for Unclear Markets 47:24

1M ago47:24

47:24

Join us as we catch up with Som Seif, Founder and CEO of Purpose Investments. In this episode of Insight is Capital, Som shares his perspectives on the current volatile market environment, discussing trends in stocks, bonds, and interest rates. With a focus on sustainable investment solutions and economic productivity driven by AI, Som shares his v…

1
Joel Litman: Market Review & Outlook–"GAAP is not truth or reality" for investors 1:28:20

1M ago1:28:20

1:28:20

Join us on the Insight is Capital Podcast as we interview Joel Litman, Chief Investment Strategist at Valens Research, discussing insights into the current equity, bond markets, and the challenges in commercial real estate. Discover the strong investment potential of the U.S. amidst global shifts, encouraging a disciplined, long-term investment str…

1
EP 131 Tyson Wachter of Crane Culinary 2:15:08

1M ago2:15:08

2:15:08

EP 131 with Tyson Wachter of Crane Culinary in Kitchener Ontario. Originating from Halifax Nova Scotia with a background in restaurant operations and ownership. Tyson began his journey into knife making through sharpening. His love for stone sharping is a hot topic in his game. It's very much why he and Steve Cornelson bonded when they met at a loc…

1
Steve Hawkins Returns: Innovation and the Future of ETFs 43:58

1M ago43:58

43:58

In this episode of Insight is Capital, Pierre Daillie, Managing Editor at AdvisorAnalyst.com catches up with Steve Hawkins, CEO of Longpoint ETFs. After a notable career leading Horizons ETFs (now Global X ETFs Canada) and a brief retirement travelling the world, Hawkins discusses his market outlook, his return to the investment industry with his n…

1
National Bank's Daniel Straus: Extraordinary ETF Insights, Outlook 1:03:42

2M ago1:03:42

1:03:42

In this episode of 'Insight is Capital', host Pierre Daillie sits down with Daniel Straus, Director and Head of National Bank Financials' ETF Research and Strategy Group, to discuss trends in the ETF market both in Canada and the U.S. They explore recent market conditions, the dynamics between U.S. and international equities, the role of AI and tec…

1
Fidelity's Ilan Kolet: Investment Outlook–Harnessing Liquid Alternatives 56:13

2M ago56:13

56:13

In this episode of the Insight is Capital podcast, Ilan Kolet, an Institutional Portfolio Manager in Fidelity's Global Asset Allocation team, discusses the current investment landscape, focusing on the divergence between the Canadian and U.S. economies, the significance of productivity growth, and the strategic inclusion of liquid alternatives in i…

1
EP 130 Bryan Hunt 2:36:24

2M ago2:36:24

2:36:24

EP 130 Bryan Hunt of Hidden Rose ForgeEh hosers. Nick and Lando back in the seat this week with Bryan Hunt to talk knives and life. Bryan has been a hobby maker for the last 3.5 years, but as you'll find here, he has had a lifetime of cool experiences leading up to this. Big thanks to Bryan for stepping up to chat with us. Hope you all enjoy!Check …

1
EP 128 Ilan Shenfield of Shenfield Forge 1:28:13

2M ago1:28:13

1:28:13

EP 128 with Ilan Shenfield of Shenfield Forge near Edmonton, Alberta This week we have Ilan Shenfield on the show from the Edmonton Alberta area. We sat down a couple times with Ilan to record a show. The first recording was solo hosted and went into some deep dives on personal matters that go well beyond blacksmithing. Wasn't sure about releasing …

1
How Unlimited's Bob Elliott is Making Hedge Funds Accessible to Everyone 50:03

2M ago50:03

50:03

Bob Elliott, Co-Founder, CEO, and CIO of Unlimited Funds, and former long-time Bridgewater exec, discusses the company's pioneering use of machine learning to create low-cost index replications of alternative investments. The HFND ETF as the fastest growing independent active ETF launch in the US in 2022 and Bob shares his extensive experience in i…

1
EP 127 Zac Mahadeo and Natalie Rekai 2:06:48

2M ago2:06:48

2:06:48

EP 127 Zac Mahadeo of C&Fe with Natalie Rekai from Toronto, OntarioFinally another episode! This one was recorded a few weeks ago, but with life comes challenges. The last few weeks have been nothing short of that for me (Lando). I solo host this one, but with Zac's wife joining it has the normal 3 person vibe. A great conversation ensues about lif…

1
Brooke Thackray: Seasonal Rotation – Time to rotate? 1:08:22

2M ago1:08:22

1:08:22

In this episode Brooke Thackray, research analyst at Global X ETFs Canada, and advisor to the Global X Seasonal Rotation ETF (HAC), joins us to discuss seasonal investing trends across US and Canadian stocks and bonds. Thackray emphasizes the effectiveness of seasonality in fine-tuning the investment process with technicals and historical market pa…

1
WisdomTree: Navigating These Unusual Market and Economic Signals 1:13:26

3M ago1:13:26

1:13:26

In this conversation Jeff Weniger, Head of Equity Strategy and Samuel Rines, Macro Strategists, Model Portfolios at WisdomTree Asset Management, join us to discuss various topics including the performance of the equity and bond markets, inflation, the labor market, and the real estate market. We explore the potential impact of rising yields on equi…

1
EP 126 Aimie Botelho 2:22:50

3M ago2:22:50

2:22:50

EP 126 Aimie Botelho of Two Smiths in Kitchener, Ontario, Canada Eh!This week we sit down with Aimie Botelho and discuss her life as an artist blacksmith. Aimie is a well known Canadian blacksmith and an active member in the Ontario scene. While studying art she was introduced to a forge and instantly fell in love. I'll stop there and let you liste…

1
Starlight's Dennis Mitchell: Outlook 2024 – Diverse Bets for Uncertainty 1:07:23

3M ago1:07:23

1:07:23

Dennis Mitchell, CEO, CIO at Starlight Capital joins us this episode to discuss various topics including the impact of interest rates, the potential for rate cuts, portfolio construction for the period ahead - which will be marked by the persistent threat of inflation and higher rates for longer, the importance of proper pension-like diversificatio…

1
SIACharts' Paul Kornfeld - Buy the dip, or sell the rip? Are we at a turning point? 1:35:52

3M ago1:35:52

1:35:52

In this episode with SIACharts' President, Paul Kornfeld, we kick off our conversation with the recent changes in the Federal Reserve's rate cut projections and the performance of various stocks. We question whether it's a good time to 'buy the dip or sell the rip.' We get into the use of SIA charts in analyzing market trends and making investment …

1
Toby Carlisle - Value Investing is Simple, Not Easy 1:06:47

4M ago1:06:47

1:06:47

In this conversation, Mike and Pierre talk to Tobias Carlisle, Managing Principal and Chief Investment Officer at Acquirers Funds, LLC, and portfolio manager of ZIG and DEEP ETFs. Toby shares his approach to value investing and the historical perspective he brings to the art of investing. He also talks about the performance of value investing and t…

1
Episode 125 Hix Garage 2:03:34

4M ago2:03:34

2:03:34

Episode 125 with Hix of Hix garage located somewhere in the USA You read it right. A man of mystery, a man of talent and a man that I just had to get to know more about. No he isn't a blacksmith and he doesn't make knives either. He does however make some amazing art pieces. Hix is a lover of hotrod's. If you aren't a lover of hotrod's then take of…

1
EP 125 Collin Hayworth of Hayworth Handmade 2:05:52

4M ago2:05:52

2:05:52

Episode 125 with Collin Hayworth of Hayworth Handmade in Spring, Texas This episode we sit down with Collin to discuss his endeavor in knife making. Like many others Collin found his interest in knives through the hit TV show Forged in Fire. He then followed the path of YouTube University to gain the ability to make some pretty sweet blades. Collin…

1
Aubrey Basdeo: More Coupon, Less Duration 57:16

4M ago57:16

57:16

In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at Guardian Capital LP, we focus on the fixed income landscape and the outlook for interest rates in the US and Canada, the Federal Reserve's approach to inflation and interest rate cuts, as well as the differences between the US and Canadian economies, the impact of mortgag…

1
EP 123 Lisa Huth of MetalicArt 2:20:39

4M ago2:20:39

2:20:39

EP 123 with Lisa Huth of MetalicArt in Castlegar B.C. CanadaBack to the Great White North for this one folks. This week we bring Lisa on the show to chat artistic blacksmithing. Lisa has been at this game for a good amount of time now. Not only has she gained skills and tools for amazing art, her reputation in the community is that of an amazing ar…

1
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada 1:15:11

4M ago1:15:11

1:15:11

In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics including Bitcoin, the parallel between Michael Saylor and Hugo Stinnes, speculative mania, the parallels in the borrowing strategy of Hugo Stinnes and Michael Saylor, the pumpamentals driving distortions in the market and the flywheel ef…

1
EP 122 Rayan Downing of Dismal Creations 2:24:38

5M ago2:24:38

2:24:38

Episode 122 with Rayan Downing of Dismal Creations in Dismal, Tennessee, USAThis episode brings to you Rayan Down , a knife maker with a great story on smithing and life. We get deep as usual on a lot of topics including process, shop and some insights on the things we've seen. Good chance you'll pick something up and if you do we'd love to hear fr…

1
EP 121 Shane Kribernegg of Friday Forge 1:34:39

5M ago1:34:39

1:34:39

Episode 121 with Shane Kribernegg of Friday Forge in Twin Lakes, BC, CanadaWelcome back to the Great White North ladies and gents. This week I (Lando) sat down with Shane to hear about how his journey into blacksmithing began at a very early age, but it took some push to get him interested in what his dad had already been doing for years. Shane's f…

1
EP 120 Andrew Cirtwell of Deer Run Forge 2:22:11

5M ago2:22:11

2:22:11

EP 120 with Andrew Cirtwell of Deer Run Forge in Burlington, Ontario, Canada eh!Finally! Another episode unleashed to the public. This one took a while to get out, but it's a good one. We talk all sorts of blacksmithing, business and life. Andrew is definitely a gent we enjoyed chatting with and of course the love between Nick and Lando(weird to pu…

1
Bill Bamber, BMO GAM CEO: "A generational shift in accessing structured investment payoffs" 53:38

6M ago53:38

53:38

This is one of the trickiest times in investing history marked by heightened uncertainty, distorted valuations, regime change and increased volatility in both equity and bond markets. For good reason, advisors have increasingly turned to shifting parts of the portfolios they manage away from traditional equity and bond assets in return for exposure…

1
EP 119 Derek Melton vs Brian Housewert 1:44:25

6M ago1:44:25

1:44:25

EP 119 with Derek Melton of Melton Forge Works and Brian Housewert of Housemade.usDon't let the title fool you. The only battles occurring in this episode are personal struggles and we kinda go a little deep in this one. We discuss business with blacksmithing and the mental health that surrounds operating a business. Family life and personal well b…

1
Vanguard's Mario Cianfarani: Three Challenges for 2024 42:39

6M ago42:39

42:39

This episode with guest Mario Cianfarani, Head of Distribution at Vanguard Canada kicks off delving into 2024's First Challenge: Bond yields and the importance of re-positioning cash for the long term given the likelihood of central banks shifting towards rate cuts in 2024. - It’s time to consider how to put money back to work, to shift from a defe…

1
EP 118 David Walker of Fire Iron Forge 1:59:24

6M ago1:59:24

1:59:24

Episode 118 David Walker of Fire Iron Forge in Rathdrum, Idaho.Another great episode with a very solid gent. David is on the Abana board and this has a ton of insight as to how Abana works. We get into what is going to be happening at the 50th anniversary coming up this June. David is one of the people responsible for organizing the team forging ev…

1
Fidelity's Ilan Kolet – 11 Questions for 2024 52:48

6M ago52:48

52:48

Ilan Kolet, Institutional Portfolio manager in Fidelity's Global Asset Allocation Team, joins us to discuss the most important questions he and his team mates, David Wolf and David Tulk have been fielding at the start of 2024. We delve into the unexpected shifts in monetary policy led by the Federal Reserve and mull over the repercussions of potent…

1
Episode 117 Samuel Welch of Whitefish Custom Iron 1:48:45

7M ago1:48:45

1:48:45

Episode 117 with Samuel Welch, Artist Blacksmith of Whitefish Custom Iron in Whitefish, Montana.@whitefishcustomironLando(@abstract_blacksmith abstract_blacksmith) and @oldsoldiertoolworks (Nick Verbree) sit down with Samuel and chat about how Samuel has moved into a full time business. Some insights on processes towards becoming an established bla…

1
EP 116 Ryan and Sharky 1:44:29

7M ago1:44:29

1:44:29

Episode 116 with Ryan Coakley of Ryan Chadbourne Knives and Sharky from Flying Shark Knives.This is a bit of a different one folks. Rather than our usual interview style we just winged a convo. And it brewed up some really great content. I may or may not get extremely deep on a few topics so strap on them seat belts and go for a rip bud. This one i…

1
John De Goey - Investing ahead of unknown market risks 1:24:09

7M ago1:24:09

1:24:09

John De Goey, Portfolio Manager and Investment Advisor at Designed Wealth Management joins us to discuss and explore the current investment landscape and the choices available to investors. He highlights the importance of managing risk and staying on the short end of the yield curve, for time being where fixed income is concerned. We also delve int…

1
EP 115 Michael Budd of County Sligo, Ireland 2:08:47

7M ago2:08:47

2:08:47

Episode 115 Michael J Budd from County Sligo in Ireland.Welcome back ladies and gents. A Christmas break was well needed and we are finally back to releasing some more gold for your earlobes. This episode was recorded back in December as we began to embark on the Christmas season. Michael has been a fan of the show since day one and we have chatted…

1
Fidelity's Ilan Kolet: 2024 Macro and Investment Outlook 1:19:44

8M ago1:19:44

1:19:44

Join us for this enlightening conversation with Ilan Kolet, Institutional Portfolio Manager, Global Asset Allocation Team, at Fidelity Investments, as we delve into the economic outlook for 2024. Kolet provides invaluable insight into the Canadian and US economies, the housing market, investment strategies, and inflation protection. We explore the …

1
Dino Bourdos: Is the yield on your covered call fund too good? 38:28

8M ago38:28

38:28

In this insightful discussion, Dino Bourdos, Portfolio Manager & Head of Investment Solutions at Guardian Capital LP delves into the intricacies of investment strategies, particularly focusing on the use of derivatives, covered call strategies, and the impact of market dynamics on investment decisions. With his extensive experience in the field, Bo…

1
Deep Dive into Global Economic and Market Outlook, and AI's Role with Joaquin Kritz Lara 1:33:12

9M ago1:33:12

1:33:12

Join us in conversation with Joaquin Kritz Lara, Chief Economist at Numera Analytics, as we explore the intricate world of global economics and financial markets. Hosted by Pierre Daillie and Richard Laterman, the discussion delves into the nuances of macroeconometrics, the dynamics of inflation, and the complexities of investment strategies in tod…

1
Michael Robbins: Ever seen a bad backtest? 1:02:46

9M ago1:02:46

1:02:46

Join us for this insight-rich conversation with Michael Robbins, a distinguished figure in quantitative asset management. He is an author, thought leader, Professor of Graduate Studies in Quantitative Investing at Columbia University, and a sitting CIO. Our conversation focuses on quantitative trading, asset management, and financial modeling. Mich…

1
Ep 114 Steve Does Japan 2:26:03

9M ago2:26:03

2:26:03

Episode 114 Steve Does Japan with Steve Cornelsen of Bad Llama Forge cohoated by special guest Rick Marchand of Wilder Tools Steve resides in a suburb of Toronto known as Caledon. He has been there almost his entire life, but has always had a fascination with the Eastern world. This has recently taken him on a world travel with his partner to Japan…

1
Investment Insights from WisdomTree's Jeremy Schwartz & Jeff Weniger 1:23:54

9M ago1:23:54

1:23:54

We're excited to share our conversation with two distinguished guests from WisdomTree, Jeremy Schwartz and Jeff Weniger. Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree, shares his views on the market and economy from his vantage point of overseeing all of WisdomTree's investment activity. Jeff Weniger, CFA, Head of Equity Strat…

1
Ep 113. Brian Hinnenkamp and Dennis Tyrell 2:13:07

9M ago2:13:07

2:13:07

Ep 113. Brian Hinnenkamp of Tortuga Bladeworks in Seattle, Washington, USA. With Dennis Tyrell of Tyrell Knifeworks as guest co hostComin in hot!This episode was something else people. Sitting down with two of the big dogs in the knife game. Both these gents are guys we are all looking up too. Was literally right before recording that I was chattin…

1
Ep 112 Matt Smith of Smitty Tut Designs in Mesa, Arizona 1:53:44

10M ago1:53:44

1:53:44

Episode 112 with Matt Smith of Smitty Tut Designs in Mesa Arizona Who is Smitty Tut? Matt Smith ladies and gentlemen. This man has been making props for the last thirteen years now. Shields and big gnarly looking swords have been hot on his market, but things got real about a year ago. Matt entered the fantasy challenge alongside some other well kn…

1
Nicolas Piquard: Monetizing Volatility in Bonds (a First) & Equities 1:02:12

10M ago1:02:12

1:02:12

Discover how covered call strategies can help investors profit from rising volatility in today's markets. Nicolas Piquard, Chief Options Strategist at Hamilton ETFs, shares his insights on using covered call options strategies to generate income from popular bank and utilities stock holdings (HMAX and UMAX). Piquard also discusses in depth, the cas…

1
Ep 111 Marcus McCoy of Troll Cunning Forge in Washington USA 2:10:36

10M ago2:10:36

2:10:36

Episode 111 with Marcus McCoy of @trollcunningforge in the beauty state of Washington(almost Canada eh)Marcus and I have been buddies on the socials for a few years and one thing really sticks out about this guy. His work lies in the occult world! Its got a dark and sinister look yet whimsicle and daring to the beholder. His knowledge in the occult…

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