The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.
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Macro Outlook and Defensive Investing Strategies with Bob Elliott
1:17:53
1:17:53
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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…
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Justin Huhn: The Generational Bull Case for Uranium
1:16:52
1:16:52
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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…
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Mutiny's Jason Buck on Navigating Volatility: Defense? How? Why Now?
59:56
59:56
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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…
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FactSet's Elisabeth Kashner – The Scoop: Deep ETF Trends Insights
59:49
59:49
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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…
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Som Seif Investment Review and Outlook - Positioning for Unclear Markets
47:24
47:24
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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…
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Joel Litman: Market Review & Outlook–"GAAP is not truth or reality" for investors
1:28:20
1:28:20
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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…
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Steve Hawkins Returns: Innovation and the Future of ETFs
43:58
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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…
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National Bank's Daniel Straus: Extraordinary ETF Insights, Outlook
1:03:42
1:03:42
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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…
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Fidelity's Ilan Kolet: Investment Outlook–Harnessing Liquid Alternatives
56:13
56:13
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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…
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How Unlimited's Bob Elliott is Making Hedge Funds Accessible to Everyone
50:03
50:03
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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…
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Brooke Thackray: Seasonal Rotation – Time to rotate?
1:08:22
1:08:22
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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…
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WisdomTree: Navigating These Unusual Market and Economic Signals
1:13:26
1:13:26
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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…
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Starlight's Dennis Mitchell: Outlook 2024 – Diverse Bets for Uncertainty
1:07:23
1:07:23
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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…
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SIACharts' Paul Kornfeld - Buy the dip, or sell the rip? Are we at a turning point?
1:35:52
1:35:52
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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 …
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Toby Carlisle - Value Investing is Simple, Not Easy
1:06:47
1:06:47
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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…
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Aubrey Basdeo: More Coupon, Less Duration
57:16
57:16
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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…
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Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
1:15:11
1:15:11
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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…
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Bill Bamber, BMO GAM CEO: "A generational shift in accessing structured investment payoffs"
53:38
53:38
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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…
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Vanguard's Mario Cianfarani: Three Challenges for 2024
42:39
42:39
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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…
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Fidelity's Ilan Kolet – 11 Questions for 2024
52:48
52:48
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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…
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John De Goey - Investing ahead of unknown market risks
1:24:09
1:24:09
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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…
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Fidelity's Ilan Kolet: 2024 Macro and Investment Outlook
1:19:44
1:19:44
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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 …
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Dino Bourdos: Is the yield on your covered call fund too good?
38:28
38:28
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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…
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Deep Dive into Global Economic and Market Outlook, and AI's Role with Joaquin Kritz Lara
1:33:12
1:33:12
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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…
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Michael Robbins: Ever seen a bad backtest?
1:02:46
1:02:46
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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…
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Investment Insights from WisdomTree's Jeremy Schwartz & Jeff Weniger
1:23:54
1:23:54
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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…
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Nicolas Piquard: Monetizing Volatility in Bonds (a First) & Equities
1:02:12
1:02:12
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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…
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Darius Dale 42 Macro - Looking Back, Looking Forward to 2024
54:56
54:56
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Darius Dale, Chief Strategist & Founder at 42 Macro LLC joins us for an end of Q3 360˚ take, looking back at the last year for context, and looking forward to 2024. He shares his insight from his firm's econometric modeling, and what it is all saying about the economy and markets behaviour for the upcoming quarters and year ahead. Dale eloquently u…
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NBI's Terry Dimock: Governance in Portfolio Management Through Several Angles
46:24
46:24
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Terry Dimock, Chief Risk & Execution Officer, at National Bank Investments is our guest. In this episode, Terry takes us on a journey through NBI's OP4+ Open Architecture Investment process and framework, shedding light on the importance of creating value, the prioritization of organization, people, and process, and the meticulous monitoring of por…
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Doomberg: Separating Fact from Fiction
1:23:14
1:23:14
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The head of the Doomberg team, maestros at deciphering the complex symphony of the financial world is our guest. The Doomberg team are well-known for their uncanny ability to recognize patterns before they emerge and connect the dots between topics you'd never think related. They've mastered the art of making the intricate realms of finance accessi…
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Mega-Cap Dominance and Sector-Specific Recovery - What to watch w/ Paul Kornfeld, SIACharts
1:44:18
1:44:18
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Paul Kornfeld, President at SIACharts joins us for an comprehensive update featuring SIACharts' insights - we talked about relative strength rankings and how they can guide your investment decisions globally. Small-cap stocks in the US may be lower ranked compared to their large-cap counterparts, but Canadian small-cap stocks are showing promise. W…
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Risk Mitigating Strategies Framework - Jason Josephiac & Ryan Lobdell
1:06:38
1:06:38
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Meketa Investment Group, a consulting company with a rich history, wants to make the complicated language of investing easier for everyone. In this episode Jason Josephiac and Ryan Lobdell of Meketa Investment Group discuss the educational paper they released this year that tries to clear up much of this confusion. They note that calling something …
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Hugh Hendry on China, Mag-7, Bubbles, Inflation, Bonds & Bitcoin
1:12:45
1:12:45
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Recorded June 23, 2023 - Recorded June 23, 2023 - In this conversation, Pierre Daillie talks with Hugh Hendry, Founder, Eclectica Macro, a.k.a The Acid Capitalist, about the current financial landscape. They discuss topics such as the debt ceiling deal, the fear of supply, the rise of tech stocks, the appeal of long duration treasuries, and the def…
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2023 Fidelity Retirement Report: Rising costs shake Canadians' Retirement Optimism
39:23
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In this episode we welcome Peter Bowen and Michelle Munro from Fidelity Investments Canada, two leading minds in the field, to discuss their insights and discussing the findings from the recent 2023 Fidelity Retirement Report. Today's financial climate is more complex than ever. The cost of living continues to rise, and market volatility seems like…
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Private Assets & The High Net Worth Attraction
1:05:32
1:05:32
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In this episode, BMO Global Asset Management's Jeffrey Shell and Lillian Ferndriger join us to discuss newly accessible opportunities in private market assets. Jeffrey is Head of Alternatives, Commercial ESG and Innovation from BMO Global Asset Management. And Lillian is Director of Alternatives Distribution at BMO Global Asset Management. We delve…
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Cole Smead: The Game Has Changed – What About You?
1:09:05
1:09:05
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In this episode, Cole Smead, CEO & Portfolio Manager at Smead Capital Management, which oversees in excess of $5-billion AUM, joins us to discuss markets, the current investment climate, investing, and his firms 8 criteria investing philosophy. Our conversation begins with Smead discussing how he and firm work to uncover underloved, and underfollow…
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Paul Kornfeld: What Are The Charts Saying About Markets?
1:18:40
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Seeking strategies to capitalize on the current market conditions? In this episode, featuring Paul Kornfeld, President of SIACharts, we discuss the utility of a framework to cope with fluctuating markets. We delve into the significance of technical analysis amidst zero interest rates and undervalued fundamentals over the past decade, along with the…
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Deep, Wide Moats & The Art of Investing in Unwanted Assets
1:12:14
1:12:14
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Cole Smead, CEO & Portfolio Manager at Smead Capital Management joins us for a fascinating conversation. "Investing is not just about buying stocks and hoping they go up in value. It requires strategic thinking, planning, and a willingness to learn about niche industries," says Smead. In this new podcast episode, Smead discusses the importance of s…
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Mark Noble: Yield Producing Asset Strategies – Why Now?
41:05
41:05
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41:05
In this episode, Mark Noble, Executive Vice President and Head of ETF Strategy at Horizons ETFs, joins us. We dive deep into the benefits of yield producing strategies, fixed income strategies, and the focus of our conversation – covered call ETFs. We dive into the current market volatility and how rising interest rates and inflation are impacting …
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Return Stacking: Strategy for A Low Return Environment
1:19:21
1:19:21
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In this episode, we explore the concept of diversification by way of capital-efficient investing, through a strategy coined 'Return Stacking' and how historically, institutions have traditionally had more access to sophisticated strategies than retail investors and financial advisors. That has changed in the last 2-3 years with the advent of the in…
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Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else?
1:09:48
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In this episode we get into an insight-filled conversation about the current state of the markets and economy and analyze the potential risks and opportunities on the horizon with Jeffrey Sherman, Deputy CIO, DoubleLine Capital. Timestamped Highlights [00:07:52] Bond Market Reacts to Economic Slowdown and Banking Crisis [00:14:32] "Regional banks f…
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Dave Nadig: "Pick your favorite crisis – they're all interconnected."
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58:30
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58:30
On this episode of Raise Your Average™, Dave Nadig - Financial Futurist at VettaFi's ETFTrends and ETFdb.com, joins us to discuss the interconnectedness of the banking system, the increasingly hyper-compliance culture in investment management, and the impact of emerging technologies like Chat GPT and AI. We dive into the recent banking crisis at SV…
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ChatGPT, AI, Systemic Risk & The Case for Dividends
1:06:27
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In this episode, Sri Iyer, Head of i3 (i-cubed) Investments™, and Portfolio Manager at Guardian Capital LP, joined us for a provocative conversation about the banking crisis, the Fed, monetary policy, ChatGPT and AI, and the case for dividends as a core and resilient equity allocation for all portfolios. We discussed the current state of regional b…
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Aubrey Basdeo: Bank Breakages, Inflation & Fixed Income Strategy
1:05:34
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1:05:34
In this episode of Insight is Capital™, we explore the current state of the market and its reaction to both weak and strong data. Aubrey Basdeo, Head of Canadian Fixed Income at Guardian Capital LP, shares insights on external risks and how they affect the economy. We also discuss the importance of diversification through fixed income and the corre…
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John De Goey – Complacency, Optimism Bias & Investment Risk
1:23:43
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John De Goey, Senior Investment Advisor and Portfolio Manager at Wellington-Altus Private Wealth joined us for this episode to discuss dangers of complacency arising from the industy's optimism bias, as well as numerous others, threaten to derail the best laid plans of investment and financial planning and the finances of everyday investors. Our co…
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Impulses Driving Risk Appetite are Likely Transitory, feat. Aahan Menon
1:28:31
1:28:31
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Aahan Menon joined us to discuss Prometheus Research's investment framework, which is based on economic forecasting of growth, inflation, and liquidity. He emphasized the importance of market regime confirmation to mitigate the risk of being wrong in economic forecasting. HIGHLIGHTS: Aahan's background and founding of Prometheus Research [00:02:59]…
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The Importance of Attracting and Engaging Millennial Clients with Justin Castelli
34:01
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Advisors are currently facing some significant challenges when it comes to working with millennial clients. The challenge lies in the fact that most high-net-worth clients are around 70 years old, while millennials are looking for advisors who can offer innovative, non-traditional approaches. The idea that millennials don't want professional advice…
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Mike Green: The Fed Overreacted to 2022's Inflation Pulse. Now what?
1:17:18
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Simplify Asset Management's Chief Strategist, Michael Green, a prolific researcher and writer, with a huge and popular following on Twitter, where he tweets as @ProfPlum 99 and Real Vision where he shares his thoughts and industry contacts in his Mike Green – In Conversation series, as well as a famed observer of probabilistic market and economic o…
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137 Alfred Lee – 2023 Outlook & Strategy: 50 / 30 / 20
34:17
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Alfred Lee, Director, Portfolio Manager, and Investment Strategist at BMO Global Asset Management joined us to discuss his outlook for 2023. 2022 was a year of challenges in the financial markets, with investors facing a lot of uncertainty. For 2023, we talk about whether inflation and interest rates are moving in a positive direction. We cover por…
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Erika Toth - ETFs, Credentials, Strategies & Advisory Tools: Level Up Your Competitiveness
55:19
55:19
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Erika Toth shares her first hand perspective about the work she's doing with advisors to assist them into the realm of top shelf wealth management. This was a comprehensive talk about the trends shaping the wealth management business, the evolution investment advisors have undertaken to become Fee-based, to earn PM designations, and to level up and…
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