Best Vanguard Canada Podcasts (2024)

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

1h ago57:16

57:16

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

16d 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
Leading with Purpose: Sabrina Fiorellino on Entrepreneurship, Empowerment, and Environmental Impact 19:35

29d ago19:35

19:35

In this inspiring episode, we delve into the journey of Sabrina Fiorellino, a dynamic entrepreneur who seamlessly transitioned from launching her first business at just 18 to becoming a legal expert, and then returning to entrepreneurship to found Fero International Inc. Sabrina shares her unique challenges and triumphs of starting a new venture am…

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

2M 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
Shaping Tomorrow: The Pivotal Role of Modular Design in Sustainable Architecture 46:50

2M ago46:50

46:50

In a landscape increasingly defined by technological advancement and sustainability, the architectural realm stands on the cusp of a revolution, prominently marked by the advent and growth of modular innovation. This installment of Built Modular, presented by BOXX Modular, delves into the transformative potential of modular architecture and its imp…

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

2M 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
Fidelity's Ilan Kolet – 11 Questions for 2024 52:48

2M 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
Cybersecurity Challenges and Innovation: Present and Future 30:17

3M ago30:17

30:17

Join J. Richard Jones as he peeks inside the cybersecurity industry with John Davis, Vice President of Public Sector, Palo Alto Networks. Together, they explore the history of the field as well as the technologies, business models, and trends that are driving the biggest changes. Retired Major General John Davis has gained more than a decade of sen…

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

3M 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
Fidelity's Ilan Kolet: 2024 Macro and Investment Outlook 1:19:44

4M 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

4M 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
BOXX Modular's New Branch in Atlantic Canada: A Strategic Move for Construction Innovation 14:40

5M ago14:40

14:40

BOXX Modular’s Charles Landry, Branch Manager for Atlantic Canada, and Ray Girouard, the Senior Business Development Lead at Black Diamond Group, discuss Boxx’s expansion in Moncton, Atlantic Canada, to increase construction innovation in the modular space.By BOXX Modular, Inc.

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

5M 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

5M 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
Investment Insights from WisdomTree's Jeremy Schwartz & Jeff Weniger 1:23:54

5M 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
A Conversation with Tracy Medve, President and CEO, KF Aerospace & Board Chair, SkyAlyne 18:55

6M ago18:55

18:55

J. Richard Jones is back with another episode of Vanguard Radio. This time he’s sitting down to speak with Tracy Medve, President & CEO of KF Aerospace and Board Chair of SkyAlyne. The discussion covers many topics, including Future Aircrew Training (FAcT) and SkyAlyne, the Canadian-Multi Mission Aircraft project (CMMA) and Team Poseidon. Since she…

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

6M 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
Diving Deeper with Chris Earl 23:26

6M ago23:26

23:26

Join J. Richard Jones as he dives into conversation with Chris Earl, Vice President, Project Delivery, Victoria Shipyards to learn more about the history and future of Canada’s submarine program and how Victoria Shipyards is uniquely positioned to support it. Chris Earl joined Seaspan Victoria Shipyards in 2021, and in July 2022, assumed his curren…

1
The Unknown History of Submarines: Isaac Peral, Inventor of the First Electric-Powered Submarine 23:11

6M ago23:11

23:11

In the latest edition Vanguard Radio, J. Richard Jones sits down with Soledad Garrido, Senior Key Account Manager, North America, Navantia. Together they look back on the rich history of the Peral submarine. Launched on September 8, 1888, it was the first fully capable military submarine, and the first successful full electric battery-powered subma…

1
Darius Dale 42 Macro - Looking Back, Looking Forward to 2024 54:56

6M ago54:56

54:56

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…

1
A Proven Underwater Solution for Canada 23:22

6M ago23:22

23:22

In this exciting new episode of the Vanguard Radio, host J. Richard Jones speaks exclusively with Steve SK Jeong, SEVP, Naval Ship International Business, Hanwha Ocean, and Ret. VADM of Republic of Korea Navy/ Former Submarine Force Commander. The two discuss a range of topics, including the importance of a proven submarine design, the heritage of …

1
NBI's Terry Dimock: Governance in Portfolio Management Through Several Angles 46:24

7M ago46:24

46:24

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…

1
Doomberg: Separating Fact from Fiction 1:23:14

7M ago1:23:14

1:23:14

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…

1
Solutions for Defence Procurement: Capacity Is Not the Same as Capability 18:04

7M ago18:04

18:04

In the latest episode of Vanguard Radio, host J. Richard Jones talks with Jack MacDonald, Technical Director, ADGA Group about ADGA’s core services, observations, and insights on defence procurement problems and how ADGA's Value-added Program Management service is part of the solution. Jack MacDonald served 27 years in the Canadian Armed Forces bef…

1
Bringing Shipbuilding Back to Ontario 19:55

7M ago19:55

19:55

In the latest episode of Vanguard Radio, host J. Richard Jones has a discussion with Ted Kirkpatrick, Director of Business Development and Government Relations, Heddle Shipyards about shipbuilding in Ontario, Team Vigilance eliminating the boom-and-bust cycles of shipbuilding and repair, and much more. Ted Kirkpatrick, a seasoned maritime professio…

1
The Vigilance OPV 28:14

8M ago28:14

28:14

In this exciting episode of Vanguard Radio, J. Richard Jones speaks with Derek Buxton, VP Business Development & Ottawa about the Vigilance Next Generation Offshore Patrol Vessel, and the importance of the proposed Team Canada approach. Derek Buxton has 32 years of combined service with the Royal Canadian Navy and Canadian Coast Guard and is curren…

1
Mega-Cap Dominance and Sector-Specific Recovery - What to watch w/ Paul Kornfeld, SIACharts 1:44:18

8M ago1:44:18

1:44:18

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…

1
Risk Mitigating Strategies Framework - Jason Josephiac & Ryan Lobdell 1:06:38

9M ago1:06:38

1:06:38

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 …

1
Hugh Hendry on China, Mag-7, Bubbles, Inflation, Bonds & Bitcoin 1:12:45

10M ago1:12:45

1:12:45

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…

1
2023 Fidelity Retirement Report: Rising costs shake Canadians' Retirement Optimism 39:23

10M ago39:23

39:23

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…

1
Private Assets & The High Net Worth Attraction 1:05:32

10M ago1:05:32

1:05:32

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…

1
Importance of Stroke Awareness 17:00

11M ago17:00

17:00

The Heart and Stroke Foundation is committed to helping and treating those affected by heart disease and strokes. In a recent episode of Built Modular, Gabrielle Bejarano sat down with Samantha Berscht, the Director of Health Policy and Systems Division, to discuss the importance of stroke awareness.…

1
Cole Smead: The Game Has Changed – What About You? 1:09:05

11M ago1:09:05

1:09:05

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…

1
Modern (Military) Training – Innovation Versus Experience 23:27

11M ago23:27

23:27

Join us for another insightful episode of Vanguard Radio. J. Richard Jones speaks with Philippe Perey, Head of Technology, CAE. CAE is at the leading edge of digital immersion, providing solutions to make the world a safer place. Today and tomorrow, CAE is the partner of choice for customers who operate in a complex, highly dynamic, and largely unp…

1
How a Security-Aware Organizational Culture Minimizes the Human Risk Factor 26:54

11M ago26:54

26:54

Welcome back to another episode of Vanguard Radio with host J. Richard Jones. In this episode, we speak with Theo Zafirakos, CISO Coach and Professional Services, Security Awareness Speaker for Fortra's Terranova Security. Theo is an experienced security leader and trusted advisor known for his expertise in security awareness strategy, governance, …

1
Paul Kornfeld: What Are The Charts Saying About Markets? 1:18:40

11M ago1:18:40

1:18:40

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…

1
Industry Support to the Reconstitution and Modernization of the Canadian Armed Forces 20:26

11M ago20:26

20:26

J. Richard Jones returns with a new episode of Vanguard Radio. This week he is speaking with Colonel (Ret’d) Rick Fawcett, Vice President Operations, ADGA Group Consultants Inc. Mr. Fawcett is no stranger to the show. With 34 years of service in the Canadian Armed Forces, he transitioned to executive roles in the Defense industry and joined ADGA in…

1
Deep, Wide Moats & The Art of Investing in Unwanted Assets 1:12:14

11M ago1:12:14

1:12:14

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…

1
Mark Noble: Yield Producing Asset Strategies – Why Now? 41:05

11M ago41:05

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 …

1
Return Stacking: Strategy for A Low Return Environment 1:19:21

12M ago1:19:21

1:19:21

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…

1
Vanguard Radio 18:52

12M ago18:52

18:52

J. Richard Jones is back with another episode of Vanguard Radio. This week he speaks with Owen Brine, Sales Director Defence (Canada) at Kongsberg Digital. In his role at Kongsberg Digital, Owen draws upon a distinguished 20 years of active naval service; including four NATO deployments conducting operations in Europe, Africa, and the Middle East. …

1
Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else? 1:09:48

1y ago1:09:48

1:09:48

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…

1
Dave Nadig: "Pick your favorite crisis – they're all interconnected." 58:30

1y ago58:30

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…

1
Vanguard Radio 26:08

1y ago26:08

26:08

In this episode of the Vanguard podcast, J. Richard Jones is joined by Simon Carroll, President, Saab Canada, and Jason Howard, Saab CPSP Campaign Director. Simon Carroll leads the Canadian Saab teams in Ottawa, Halifax, Medicine Hat, and Burnaby. A former Officer in the Royal Australian Navy, he has many decades of experience in the defence and na…

1
Vanguard Podcast 24:00

1y ago24:00

24:00

Join host, J. Richard Jones, as he talks to Victor Khoo, Chief Engineer, General Dynamics Mission Systems–Canada and Alkarim Amlani, Director of Cyber Programs, General Dynamics Mission Systems–Canada. Victor’s career has spanned many industries and experiences — from Oil & Gas, SCADA and Telecom to designing cell phones, international airport audi…

1
ChatGPT, AI, Systemic Risk & The Case for Dividends 1:06:27

1y ago1:06:27

1:06:27

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…

1
Aubrey Basdeo: Bank Breakages, Inflation & Fixed Income Strategy 1:05:34

1y ago1:05:34

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…

1
John De Goey – Complacency, Optimism Bias & Investment Risk 1:23:43

1y ago1:23:43

1:23:43

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…

1
Impulses Driving Risk Appetite are Likely Transitory, feat. Aahan Menon 1:28:31

1y ago1:28:31

1:28:31

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]…

1
The Importance of Attracting and Engaging Millennial Clients with Justin Castelli 34:01

1y ago34:01

34:01

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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Vanguard Canada Podcasts

Podcasts Worth a Listen

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