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Many investors want a one-stop site to access clear, credible thinking on the markets and investing. Fisher Investments Market Insights was created to address this need, providing succinct, entertaining and savvy thinking on global capital markets. Our goal is to provide discerning investors the most essential information and commentary to stay in tune with what's happening in the markets, while providing unique perspectives on essential financial issues.
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Focused Compounding

Andrew Kuhn and Geoff Gannon

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The Wealth Exchange provides access to the experts on the issues that are important to affluent families and business leaders across Canada. Providing in-depth conversations on a wide range of topics, the podcast has featured change makers, business leaders, subject matter experts and humanitarians from around the globe.
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Welcome to Purpose Driven FinTech! I'm your host, Monica Millares - Product Leader and fellow FinTecher. These days, with the rising cost of living, financial stress among customers, loss of trust in banks, speculation of crypto, and uncertainty, we're facing unprecedented challenges. But there is hope. We as FinTechers have the power to make a positive impact. Our products, the how we do product, and our people can make a difference on customers’ financial lives - and as a result, in the qu ...
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In this episode, Fisher Investments’ founder and Co-Chief Investment Officer answers a new round of listener questions. Ken provides his inflation outlook and why you should be forward looking when buying stocks. He also offers his thoughts on the state of the commodity market and highlights emerging markets opportunities outside of China. Visit ou…
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In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private equity investments with industry expert Brett Fisher, Managing Director at Fisher Lynch Capital. Joined by Kazuki Nohdomi, Portfolio Manager, Private Equity and Venture Capital at Nicola Wealth, they uncover the world of private equity. Brett shares insight…
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to discuss market themes in the first quarter of 2024. They analyze historical trends that influence today's markets and deliver practical advice for constructing resilient investment portfolios. Additionally, Ben provides valuable insights on how investors can avoid common p…
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In this episode, Mark Hannah, Managing Director of Nicola Wealth Real Estate, is joined by Mark Renzoni, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. Mark, who served as the former President and Chief Executive Officer of CBRE in Canada, draws from his extensive career spanning over three decades in commercial real …
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In Today’s episode we speak with Regina Lau, CFO at Weavr.io. Regina is a proponent of merging purpose and profit by not thinking of business as a zero sum game, but as an endeavor to growing the pie together. We discuss how measuring customer sentiment help us understand the actual impact we are having in customer’s lives. I love this approach bec…
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In this episode, host Selena Woo engages in an inspiring and laughter-filled discussion with Natalie Miller. They navigate the complexities of life, from Natalie's thriving interior design business to supporting her husband's career in the NHL while raising three young children. Natalie shares her refreshing perspectives on life, humility, and dedi…
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For the first time ever in history, consumer borrowing in the UK has racked up to 2 trillion pounds. We've never seen that before. Pandemic ripple effects, high interest rates, and the raising cost of living have led people to rely on credit more. Even the richest 20 percent of the population are using credit to get by. This problem statement must …
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Today we have the honour to speak with Jeff Parker, CEO at Paymentology. He takes us back to the core. We explore what is Purpose, how Paymentology is having direct impact in customers’ lives - even though they are a B2B FinTech. He emphasizes how we need to collaborate more and share ideas as a FinTech community for us to be able to have 10x the i…
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In this episode of Lead Impact, Ron Haik is joined by former Canadian figure skater, Patrick Chan. As the most decorated male figure skater in Canadian history, Patrick shares his inspiring journey from the ice rink to financial planning at Nicola Wealth. Patrick reflects on his humble beginnings in Ottawa, where his love for figure skating blossom…
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This episode features excerpts from the recent Fisher Investments’ client-exclusive Capital Markets Update session which includes insights from Fisher Investments’ Investment Policy Committee. Learn more about why short-term volatility is inherent to stocks and Ken Fisher thoughts on the state of investor sentiment. We also share our thoughts on in…
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In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private debt investments with industry expert Howard Widra, Partner at Apollo and Head of Direct Originations at MidCap Financial. Joined by Jurgen Van Vuuren, Senior Director & Head, Private Debt at Nicola Wealth, they explore the intricacies of MidCap's extensive…
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In today’s episode Tina Fisher, Chief Marketing Officer at Intix, shares with us the how we can 10x the impact we have as FinTechers and go deep on the role of trust. Tina has an impressive trajectory, she was named “Top Female Tech Founder” by the British Government, and her company SnapSave was listed as “Top 12 Series A investment opportunity” b…
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In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Cally Wesson, the dynamic CEO and President of BC Women's Health Foundation. Known for her transformative leadership, Cally's journey is nothing short of inspirational as she delves into the pivotal role of women's health in our lives. As a passionate advocate for compr…
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In today’s episode Aditya Damani, Founder at Credit Fair, shares with us his vision on having impact in over one million adults in India who currently don’t have access to credit, and the one thing we can do as FinTechers to have 10x results in solving for financial stress. We discuss what makes Credit Fair different and why they are able to give c…
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In this episode, host Ethan Astaneh speaks with Dan Wurtele and Ryan Dash, partners at The Vancouver Life Real Estate Group. Dan and Ryan lead a team of award-winning real estate advisors to help their clients navigate the complexities of the Vancouver real estate market. Dan and Ryan discuss some of the most timely issues affecting the Vancouver r…
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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In today’s episode Shameer Sachdev, Founder & MD at Growth Gorilla, shares with us his hypothesis on why he thought he could win by adding value no else did at the time in FinTech, the power of diversity when building Purposeful FinTechs, how Growth Gorilla is having impact in millions of customers - despite not having a Financial Services offering…
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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In this episode, Ron Haik sits down with John Bromley, the visionary founder and CEO of Charitable Impact, an online donation platform. With a passion for charitable giving in Canada, John advocates for increased access, education, and dialogue within the sector. Join us as we delve into his journey and how Charitable Impact helps facilitate online…
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In today’s episode I step back to have deep thinking time. I went through key Purpose Driven FinTech episodes and found common threads and insights that allow us to answer the research question — How can FinTechs have better impact? This is not an interview pod, but a Masterclass split in four sections: Let’s define Purpose How can we build more Pu…
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In the latest episode of The Wealth Exchange podcast, Selena Woo sits down with Zoë Pawlak, an artist and industrial designer rooted in the vibrant city of Vancouver, alongside her daughter Cienna Dixon. Together, they paint a picture of their shared journey, illuminating a path of healing and blossoming growth. Zoë reminisces on her evolution as a…
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In today’s episode Paolo Sironi shares with us in plain English the findings of his most recent research paper “Global Outlook for Banking and Financial Markets Regenerate Banking with AI” where he surveyed 600 banking executives about how they are working with generative AI. 78% of Financial Institutions are tactically implementing generative AI f…
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In this episode, Fisher Investments’ Senior Vice President of Research Aaron Anderson chats with Naj Srinivas about our outlook for capital markets in 2024. They discuss how the start of the current bull market was somewhat atypical and reflect on where they see investor sentiment today as well as expectations for stocks in 2024. Aaron also address…
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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https://www.prkaproxyfight.com/ If you have any questions, require assistance in voting your BLUE proxy card, or need additional copies of the Focused Compounding Group’s proxy materials, please contact InvestorCom at the phone numbers or email address listed below. InvestorCom 19 Old Kings Highway S. Suite 130 Darien, CT 06820 Shareholders may cal…
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In today’s episode, Amanda Lieu, Director Brand, Product Marketing & Growth at SEON, shares with us the fundamentals of fraud. Why fraud is on the rise? Different types of fraud - we can’t prevent nor manage if we don’t understand it well Fraud rings The black box and white box - how to understand why fraud is happening How AI and Machine learning …
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🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subscribe now: https://t.co/I65UzM4uFB 📚 Explore our informative backlog: Click here: https://focusedcompounding.ck.page/po... 📈 QuickFS: Visit here: https://quickfs.net/?via=focused 🐦 Twitter: @Focusedcompoun…
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In this episode, Mark Hannah, Managing Director, Nicola Wealth Real Estate, is joined by Joe Mazzocco, an Independent Advisor on the Nicola Wealth Real Estate Investment Committee. With over three decades of experience, including his tenure as Executive Managing Director at KingSett Capital, Joe offers invaluable insights into navigating the comple…
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https://www.amazon.com/New-Financial-Capitalists-Kohlberg-Corporate/dp/0521642604/ref=sr_1_1?keywords=the+new+financial+capitalists&sr=8-1 https://aletteraday.substack.com/p/letter-54-george-roberts-1998 🔍 Want access to an event-driven monitor? Sign up here: https://www.insidearbitrage.com/speci... 📰 Interested in our free weekly newsletter? Subsc…
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In today’s episode, Norris Koppel, Founder and CEO at Monese, shares his vision of hyper personalization and customer-centric financial services enabled by AI, and becoming 'the bank of the future.' We discuss the impact of AI on the financial industry, understanding the current state of AI in FinTech, concerns regarding its implications, and pract…
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In this episode, Fisher Investments’ founder and Co-Chief Investment Officer answers a new round of listener questions. Ken explains why the Fibonacci analysis isn’t useful for stock prediction, what happens if the reverse repo market and the treasury funds get drained and what he expects for U.S. GDP in 2024. Lastly, he debunks any correlation bet…
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Ben Jang, Portfolio Manager at Nicola Wealth, joins host Jasmine Marichic to provide an update on how global markets performed in the fourth quarter of 2023. Offering valuable insights, Ben discusses the expected rise in volatility for the year ahead. He dives into the complex interplay of labour market dynamics, technological advancements, and hou…
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We can not talk about Money without talking about Trust. Since the begining of time customers have trusted financial institutions to look after their hard earned money - or have they not? This is a critical topic for FinTechs — why would customers decide to put their money with new players vs going with established brands? Smooth interface and a ni…
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Many individuals aspire to leave a lasting legacy through charitable giving. Donor Advised Funds (DAFs) present an opportunity to revolutionize your philanthropic strategy. In this episode, Jackie Dagg, Team Lead at Private Giving Foundation, and Timothy Stranks, Wealth Advisor | Client Relationship Manager, explore the nuances of DAFs, offering a …
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