Best FactSet Podcasts (2024)

1
Weekly Market Recap, Friday 30-Aug 6:30

9h ago6:30

6:30

US equities ended mostly lower this week in a fairly uneventful, low-volume week of trading heading into Labor Day weekend. Nvidia reported a beat and guided above consensus, though shares opened lower. July core PCE was in line with consensus, though the y/y print came in below estimates, while headline PCE was in line.…

1
Evening Market Recap - Thursday 29-Aug 5:58

13h ago5:58

5:58

US equities were mixed in Thursday trading as stocks ended well off best levels, with month-end and MSCI rebalancing looming Friday. US equities shed its gains amid an afternoon selloff, though there were no catalysts behind the move and likely amplified by low volume. Nvidia was a sizable drag with post-earnings weakness seemingly driven by more e…

1
Evening Market Recap - Wednesday, 28-Aug 5:12

7h ago5:12

5:12

US equities were lower in Wednesday trading, though ended off session lows. Today's weakness was fairly broad-based, but there was nothing seemingly definitive behind the move with the market still in waiting mode ahead of Nvidia earnings, which were reported after the close. The treasury supply was again in focus with today's poorly-received $70B …

1
Evening Market Recap - Tuesday, 27-Aug 4:32

42m ago4:32

4:32

US equities were mostly higher in fairly uneventful Tuesday trading. S&P 500 and Nasdaq finished modestly higher. Another very quiet session devoid of catalysts ahead of NVDA earnings on Wednesday after the close. August consumer confidence came in ahead of consensus. August Richmond Fed index deteriorated vs consensus for some improvement.…

1
Evening Market Recap - Monday, 26-Aug 5:25

4h ago5:25

5:25

US equities were mostly lower and mixed in Monday trading, though ended a bit off worst levels. There’s fairly thin news flow and nothing to shift the broader market narrative. The market is focused on Nvidia NVDA earnings on Wednesday as the next key input for the AI secular growth theme.By Factset

1
Weekly Market Recap, Friday 23-Aug 6:57

10d ago6:57

6:57

US equities were higher for the week, with major indices adding on to last week's strong gains. The big focus of the week was on the Fed's policy path forward, with expectations firm for some sort of easing in September but still a fair bit of uncertainty about the magnitude and pace given worries about the labor market and the ongoing debate about…

1
Evening Market Recap - Thursday, 22-Aug 5:13

11d ago5:13

5:13

US equities finished lower in Thursday trading, ending near worst levels. The market moved lower after a higher open, but there was no definite catalyst behind today’s shift, though the move may be exacerbated by thin late-summer volumes, especially amid anticipation for Powell's comments at Jackson Hole tomorrow. In macro news, weekly initial jobl…

1
Evening Market Recap - Wednesday, 21-Aug 5:09

12d ago5:09

5:09

US equities were higher in Wednesday trading, ending just off their best levels, with the Dow Jones, S&P500, and Nasdaq closing up 14bps, 42bps, and 57bps respectively. The BLS annual payrolls benchmark revision came in at -818K, largest negative revision since the Great Financial Crisis. July FOMC minutes flagged heightened risks to employment and…

1
Evening Market Recap - Tuesday, 20-Aug 4:06

13d ago4:06

4:06

US equities finished lower in uneventful Tuesday trading, though ended off worst levels. Market continues to wait for Powell on Friday and Nvidia earnings next Wednesday. Path of least resistance remains higher on soft-landing narrative traction, looming Fed rate cuts and favorable flow dynamics.By Factset

1
Evening Market Recap - Monday, 19-Aug 4:58

14d ago4:58

4:58

US equities finished higher in fairly uneventful Monday trading, ending near best levels. The market's attention remains pulled ahead to Fed Chair Powell's Friday speech at Jackson Hole as well as Nvidia earnings next week. Nothing on the US economic calendar today and a very quiet week ahead in macro news.…

1
Weekly Market Recap, Friday 16-Aug 6:14

17d ago6:14

6:14

US equities were higher this week as the S&P 500 and Nasdaq broke four-week streaks of declines and posted their best weekly performances since November of 2023. July core CPI was in line with consensus, though the three-month annualized core CPI pace of 1.57% was the slowest since Feb-21, while the six-month annualized pace of 2.84% is the lowest …

1
Evening Market Recap - Thursday, 15-Aug 5:24

18d ago5:24

5:24

US equities were higher in Thursday trading, ending near best levels. Today's upside was driven by more soft landing optimism after July retail sales and the latest initial claims data offered pushback against growth concerns after yesterday's CPI print added to the well-understood disinflation momentum. It’s been a busy day on the US economic cale…

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

18d 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
Evening Market Recap - Wednesday, 14-Aug 4:27

19d ago4:27

4:27

US equities were mostly higher in uneventful Wednesday trading, ending just off best levels, with the Dow Jones, S&P500, and Nasdaq closing up 61bps, 38bps, and 3 bps respectively. Headline July CPI and core CPI came in right in line with consensus, both rising +0.2% m/m. Retail sales on tap for Thursday with the Street looking for headline retail …

1
Evening Market Recap - Tuesday, 13-Aug 4:29

20d ago4:29

4:29

US equities were higher in Tuesday trading, ending near best levels. Disinflation traction today's tailwind for risk sentiment following cooler July PPI print. Macro expected to remain the key near-term directional impulse. Retail also traded well today despite some initially disappointing earnings takeaways.…

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

20d 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
Evening Market Recap - Monday 12-Aug 4:59

21d ago4:59

4:59

US equities were mixed in somewhat choppy, uneventful Monday trading. Not a lot of new directional drivers today, with the market continuing to weigh well-worn themes. Wednesday's CPI and Thursday's retail sales are expected to get outsized attention this week.By Factset

1
Weekly Market Recap, Friday 9-Aug 8:09

24d ago8:09

8:09

US equities were down for the week, though major indices recovered from worst levels after Monday's big declines (when the S&P logged its worst daily decline since September of 2022; and the Nasdaq its worst since October of 2022). The market this week lived in the echo of last Friday's weaker-than-expected July payrolls report, which seemed to fan…

1
Evening Market Recap - Thursday, 8-Aug 5:16

25d ago5:16

5:16

US equities ended higher in Thursday trading, just off best levels, with S&P 500 logging its best daily performance since October 2022. The market rallied off the back of this morning's jobless claims data, which came in below consensus and is likely to accelerate pushback against hard-landing, recession, and bear market concerns. In macro news, in…

1
Evening Market Recap - Wednesday, 7-Aug 4:12

26d ago4:12

4:12

US equities finished lower in Wednesday trading, ending near worst levels, with the Dow Jones, S&P500, and Nasdaq closing down 60bps, 77bps, and 141bps respectively. Market was unable to carry over momentum from Tuesday's broad-based bounce. Today's $45B 10Y auction tailed 3 bp. Bid-to-cover was the weakest since Dec-22 and dealer take most since A…

1
Evening Market Recap - Tuesday, 06-Aug 4:25

27d ago4:25

4:25

US equities finished higher in Tuesday trading, though ended off best levels with a bit of selling in the later afternoon. Market engineered a firm bounce following Monday's big drawdown. Several dynamics in focus, including Fed pushback against recent pickup in hard-landing concerns.By Factset

1
Evening Market Recap - Monday, 5-Aug 5:22

28d ago5:22

5:22

US equities finished lower in Monday trading, though ended off worst levels. • Global risk-off was again the story of the day. Nasdaq and the Russell 2000 are both in correction territory while the S&P is now down nearly 8 point 5% from its July 16th record high. July ISM services beat estimates with new orders back into expansion, its highest sinc…

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

1M 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

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

2M 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

2M 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
Steve Hawkins Returns: Innovation and the Future of ETFs 43:58

2M 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
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
Brooke Thackray: Seasonal Rotation – Time to rotate? 1:08:22

3M 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
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

4M 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
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
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada 1:15:11

5M 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
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
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
Fidelity's Ilan Kolet – 11 Questions for 2024 52:48

7M 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
John De Goey - Investing ahead of unknown market risks 1:24:09

8M 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

9M 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

9M 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
Investment Insights from WisdomTree's Jeremy Schwartz & Jeff Weniger 1:23:54

10M 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
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
Darius Dale 42 Macro - Looking Back, Looking Forward to 2024 54:56

11M 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
NBI's Terry Dimock: Governance in Portfolio Management Through Several Angles 46:24

11M 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

11M 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…

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