Episodes
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The Always-On Autocallable ETF from BMO: The Part of ZACU That Surprises Every Advisor
The autocallable note has been one of the most popular structured income strategies in the world for years. Until recently, using it well meant managing a rotating book of individual notes, each with its own call dates, reinvestment risk, and administrative overhead. The BMO Strategic…
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ETF Flows Tell You What Investors Are Doing, Not Whether They're Doing It Right | NBI's Jean-Carlo Rouzier
Canada's ETF market just hit $1 trillion in assets — but record flows can mislead as much as they inform, and Jean-Carlo Rouzier wants every advisor to know the difference. In this episode of Insight Is Capital, host Pierre Daillie sits down with Jean-Carlo Rouzier, Director and ETF Specialist at...
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David Rosenberg: Bubbles, Bonds, and Boomers
Is the market standing on the edge of the most consequential bubble of our lifetimes — and is no one paying attention? In this episode of Insight Is Capital, host Pierre Daillie sits down with David Rosenberg, Founder and President of Rosenberg Research, for a searching and at times unsettling…
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Why One of North America’s Most Contrarian Investors Just Showed Up in Canada | Bill Smead
What if the most "diversified" portfolio you own is actually one of the most concentrated bets in market history — and almost no one is talking about it? In this episode of Insight Is Capital, host Pierre Daillie sits down in-studio with Bill Smead, Founder and Chief Investment Officer of Smead...
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The Coverage Continuum: What Happens When Life Outgrows the Policy in the Drawer | Farzana Damji
Most Canadians buy life insurance once — and the policy never moves again, even as life moves on without it. On this episode of Cover Your Assets, hosts Pierre Daillie and Ayal Cohen sit down with Farzana Damji, Senior Director, Product Development at RBC Insurance, to explore a fundamentally...
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Why the Best Advisors Ask the Hardest Questions | Doug Boneparth
The advisors who will thrive in the AI era are the ones willing to ask the questions no algorithm ever will. In this episode of Insight Is Capital, host Pierre Daillie sits down with Douglas Boneparth, CFP and President of Bone Fide Wealth, to explore the growing gap between what financial…
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Where Macro Meets Opportunity: A Time-Tested, Three-Pillar Approach to Global Equities
When the market itself quietly becomes the concentration risk, a top-down process built over 30 years may be exactly the second tool advisors didn't know they were missing. For most of the past decade, buying the market and achieving broad diversification were the same act. Today they are two...
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There's a Version of You Your Family Has Never Met | Elena Iacono
There's a version of you your family has never met — and the only way they ever will is if someone asks the right question. In this episode of Insight Is Capital, host Pierre Daillie sits down with Elena Iacono, founder of LegacyNex, to explore one of the most overlooked dimensions of wealth...
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Russia, China, Iran, Energy: Why Every Western Move Makes Things Worse | Doomberg
Every move the West makes seems to make things worse — and Doomberg explains exactly why. Pierre Daillie and Mike Philbrick sit down with Doomberg, one of Substack's most incisive financial and energy analysts, for a wide-ranging conversation that connects diesel shortages, European energy...
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Seen, Heard, Understood—The 93% of Wealth Advice That AI Won't Disrupt | Ed Chien
What if the most powerful skill in wealth management has nothing to do with finance — and AI can never learn it? In this episode of Insight Is Capital, host Pierre Daillie sits down with Edmund Chien, Behavioural Finance Expert and Coach at Flow Cap Advisory, whose unconventional path — from...
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Wesley Gray: The Invisible Risks Inside Every Portfolio
What if the portfolio your clients think they own is actually just an expensive S&P 500 clone in disguise? In this episode of Raise Your Average, hosts Pierre Daillie (Managing Director, AdvisorAnalyst.com) and Mike Philbrick (CEO, ReSolve Asset Management) sit down with Wesley Gray, PhD (CEO and...
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Nearly Half of Canadian Advisors Have No Succession Plan
Nearly half of Canadian financial advisors have no succession plan — and their clients have no idea. In this episode of Insight Is Capital, host Pierre Daillie sits down with Brent Allen, EVP and Head of Sales and Distribution at IG Wealth Management, to examine the findings of IG's third Advisor...
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Marcos Milla: The Financial Literacy Revolution Advisors Can't Ignore
Your clients are probably already getting a lot of their investment intel from financial influencers like Marcos Milla — and that is one of the best things that's ever happened to your practice and to the investment advice profession. On this episode of Insight Is Capital, host Pierre Daillie…
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Kevin Carter: The World's AI Supply Chain is in Emerging Markets
What if the biggest winners of the global AI arms race aren't in Silicon Valley — and passive investors are already exposed to them without knowing it? Host Pierre Daillie sits down with Kevin Carter, CIO of EMX ETF, for a conversation that fundamentally reframes what emerging markets means in…
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Meb Faber: The Quiet 50% Return Nobody at the Beach Is Talking About.
While everyone else was at the beach celebrating another S&P up year, global value stocks quietly returned 50% — and Meb Faber is done being polite about it. Cambria Investment Management Founder and CIO Meb Faber joins Pierre Daillie on Insight Is Capital for a conversation that starts where…
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Corgi Invest's Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.
What if the firm disrupting the ETF industry launched 197 funds in its first year — and priced them cheaper than Vanguard? Jeff Weniger, Chief Investment Strategist at Corgi Invest, joins hosts Pierre Daillie and Mike Philbrick on Raise Your Average for a wide-ranging conversation that moves from...
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David Wong: Anything Can Happen—3 Decades of Market Crises Shaped this $400B CIO's Playbook
What do electricity, a forgotten 1920s financier, and Bobby Orr have to do with building a portfolio that wins in 2026? More than you think. Pierre Daillie sits down with David Wong, Group Chief Investment Officer at CIBC Global Asset Management, who oversees investment teams across Canada and…
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Everything in Order, Nothing in Place: The Hidden Liquidity Crisis in Business Succession
A business owner can spend a lifetime building something extraordinary, and still have it quietly dismantled at death by a tax bill no one planned for. In this episode of Cover Your Assets, hosts Pierre Daillie and Ayal Cohen are joined by Eric Orr, Advanced Case Director of Sales at IA Financial...
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Ric Edelman: What everyone gets wrong about Bitcoin in 2026
Ric Edelman was early on Bitcoin. He was right. Now he explains why the argument has changed completely. Ric Edelman, founder of Edelman Financial Engines (one of the largest independent RIA Firms in the U.S.), the Digital Assets Council of Financial Professionals (DACFP) and one of the…
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The Credibility Dividend: Why Finfluencers are Making Real Advisors More Valuable Not Less | Stephanie Wolfe
35% of Canadian retail investors have made a financial decision because of a finfluencer. Here's why that's the best news advisors have heard in years. The way investors learn about money has been rewired, scroll by scroll, on platforms never built for financial advice. In this episode of Insight...
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Convergence Investing Comes of Age: BMO Strategic Equity Yield Fund at Three Years
Three years ago, BMO Global Asset Management (BMO GAM) launched a fund that defied traditional categories. It wasn't quite equity, and it wasn't quite fixed income. Advisors weren't always sure where it fit, and that was precisely the point. Today, the BMO Strategic Equity Yield Fund has grown to...
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Doomberg: Energy, AI, and the Calls Nobody Else Made
The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse, and the Iran oil bluff — before anyone else was even asking the question — pulls back the curtain on exactly how he thinks, and what's unfolding. Pierre Daillie sits down with Doomberg, the anonymous...
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The Risk That Isn't in the Retirement Plan: Markets Recover, Cyber Fraud Doesn't
Markets can recover from a downturn. Your retirement cannot recover from cyber fraud. In this episode of Insight Is Capital, host Pierre Daillie sits down with Cary Williams, Portfolio Manager and Director of Research at North Road Investment Counsel, and Mykhailo "Misha" Niemtsev, North Road's...
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Ash Lawrence: Capital, Conviction, and the Long View
What if the biggest edge in manager selection wasn't due diligence, but ownership — literally betting your own balance sheet alongside the managers you back? In this episode of Insight is Capital, host Pierre Daillie sits down with Ash Lawrence, Head of AGF Capital Partners, to unpack a strategy...
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Is the Biggest Investing Solution Becoming the Market's Biggest Problem?
If markets no longer price value, then what's actually setting the price? Raise Your Average hosts Pierre Daillie and Adam Butler sit down with Michael Green, Chief Strategist and Portfolio Manager at Simplify Asset Management, for a deep dive into the passive investing thesis he has spent over a...
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Returns Are a Commodity—Stop Selling the Plumbing | Som Seif
If you couldn't talk about performance for 10 minutes, what would you tell a client about the value you provide? Som Seif, Founder and CEO of Purpose Investments, joins Pierre Daillie on Insight Is Capital for a candid, wide-ranging conversation that challenges advisors to confront an…
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The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight | Ray Carroll
What if the biggest drag on your client's wealth isn't the market — it's the tax bill you never talk about? Most advisors obsess over pre-tax returns, basis points of alpha, and fee negotiations — while silently surrendering 200 to 300 basis points a year to taxes. In this episode of Insight Is...
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The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
For 20 years, Canadian investors collected three free gifts they never paid for -- and the bill may finally be arriving. In this episode of Insight Is Capital, Pierre Daillie sits down with Chhad Aul, Chief Investment Officer and Head of Multi-Asset Solutions at SLGI Asset Management, the team...
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The Gap in Every Client File: The Conversation Advisors Keep Skipping
You don't need to become the insurance expert — you just need to know where the expertise lives and how to bring it to your client's table. In the inaugural episode of Cover Your Assets, hosts Pierre Daillie and Ayal Cohen welcome Michael Wills, Director of Business Development at PPI, whose…
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From Wall Street Executive to Financial Thriller Novelist | Kristine Delano
She forgot to hang up the phone — and what she overheard about herself in that boardroom became the seed of a Wall Street thriller twenty years in the making. In this episode of Insight is Capital, Pierre Daillie sits down with Kristine Delano — Independent Board Trustee, fiction author, former...
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Why 0% in Bitcoin & Blockchain is Actually a Riskier Bet Than 1%
Bitcoin is down 50% from its highs — but Bitwise CIO Matt Hougan says the price is the least important thing happening in crypto right now. In this episode of Raise Your Average, hosts Pierre Daillie and Mike Philbrick sit down with Matt Hougan, Chief Investment Officer at Bitwise Asset…
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The Folly of Trusting Your Own Mind With Money | Dr. Preet Banerjee
Why does doing more research make investors more confident in the wrong decision, why do warning labels often invite the very risk they're meant to prevent, and why might a friendlier robo-advisor actually produce worse investing behavior? In this episode of Insight is Capital™, Pierre Daillie…
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Animal Spirits vs. The Seasonal Rotation Calendar | Brooke Thackray
The seasonal clock is ticking — and if history is any guide, the market's most dangerous months are still ahead. In this episode of Insight Is Capital, host Pierre Daillie sits down with Brooke Thackray, Research Analyst at Global X and author of the long-running Thackray Newsletter, for a...
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David Dziekanski: The End of the Options-Based Income ETF Trade-Off
The options income ETF industry just crossed $1 trillion in assets — and almost nobody is talking about the structural flaw buried inside every one of those products. David Dziekanski, co-founder, CEO, and CIO of Quantify Funds, spent nearly two decades building ETFs — more than 75 of them —…
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David Varadi: The Early Years of Retirement Are The Most Dangerous
Every retiree gets exactly one shot at one sequence of returns — and the first five years can quietly cost you more than half your lifetime portfolio. In this episode of Insight is Capital, host Pierre Daillie sits down with David Varadi, MBA, CFA, instructor of Personal Finance and Investments…
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The ETF Terrordome: Why 1 in 3 New Funds Will Never Survive
If you think launching an ETF sounds like a great business, Eric Balchunas is here to explain why it might be the most brutal competitive arena in finance — and which products are actually winning in 2026. Pierre Daillie sits down with Eric Balchunas — Senior ETF Analyst at Bloomberg…
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Justin Huhn: Uranium is the Missing Layer Beneath the AI Trade
Most portfolios already own the AI trade — but almost none own the energy underneath it, and that's exactly where the next big opportunity lives. In this episode of Raise Your Average, hosts Pierre Daillie and Mike Philbrick sit down with Justin Huhn, Founder, Lead Analyst and Editor of Uranium...
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She Watches Billions in ETF Flows Every Day. What's Going On Behind the Screens?
The desk at RBC Capital Markets that sits behind 90% of Canada's ETF market has a view of where flows are really going — and it's not what most advisors expect. Pierre Daillie sits down with Valerie Grimba, Head of Global ETF Strategy at RBC Capital Markets, for a wide-ranging conversation about...
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Why Half a Million People Trust PWL Capital CIO, Ben Felix
In this episode of Insight Is Capital, Pierre Daillie sit down with Ben Felix — Chief Investment Officer and Portfolio Manager at PWL Capital, co-host of the Rational Reminder podcast, and the driving force behind one of the most-watched evidence-based investing channels on YouTube with over half…
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Canada's ETF Surge is Structural, not Cyclical | Ronald Landry
Canada's ETF market isn't just growing — it's being structurally rewired, and Ron Landry has a front-row seat to where every dollar is flowing and why. Pierre Daillie sits down with Ronald Landry, Vice President and Head of Segment Solutions and Canadian ETF Services at CIBC Mellon, for a...
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Larry Swedroe: The Adaptive Market & The Undiversified Investor
Larry Swedroe has spent 30 years proving the market will almost always beat you — and in this episode, he explains why that's about to become even more true. In this episode of Raise Your Average, hosts Pierre Daillie and Mike Philbrick sit down with legendary evidence-based investing author and...
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Adriano Starinieri - No Filters, No Pitch, No Advisor
He replaced his paycheck with a covered call ETF portfolio, moved to Panama, and put the whole system on display — because transparency, it turns out, is the most powerful financial planning tool nobody in the industry is using. What does it actually look like to live off your portfolio — not...
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The Covered Call ETF Gap | Zed Francis and Devin Anderson
Most investors think they understand what they own — Devin Anderson and Zed Francis of Convexitas are here to prove they don't, and to show what the next generation of derivative investing actually looks like. Pierre Daillie and Mike Philbrick welcome Devin Anderson and Zed Francis, Co-Founders…
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Joe Canavan on Wealth, Risk, and Canada's Next Chapter
Joe Canavan built three companies that redefined how Canadians invest — then walked away, backed Wealthsimple before anyone knew the name, and now he's asking one question: why does Canada keep burning down what it builds? In this episode of Insight Is Capital, host Pierre Daillie sits down with...
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Dave Nadig: The ETF Bubble Nobody is Talking About
The ETF industry has never been more powerful — or more crowded. Dave Nadig, President & Director of Research at ETF.com, joins Pierre Daillie and Mike Philbrick for a no-holds-barred conversation on the structural risks building beneath the surface of the world's most successful financial...
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Humble Process, Extraordinary Results—The Brian Belski Way
Brian Belski told a room full of Canadian advisors to lighten up on gold in February. They weren't happy about it. Not the popular view at the time. That's Brian Belski in a nutshell — 36 years in the markets, built his reputation going the other way when everyone else is piling in, and he's not...
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The Portfolio Nobody Told You to Build | Tony Dong
What if the investing rules that protected you for 40 years just stopped working — and the world already moved on without telling you? Host Pierre Daillie sits down with Tony Dong — founder of ETFPortfolioBlueprint.com, lead ETF analyst at ETF Central, and Columbia-trained risk manager — for a...
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Paisley Nardini Most Investors Have No Idea Their Portfolio is Missing This
Most advisors have zero alternatives in their portfolios — and their clients are already paying the price. In this episode of Insight Is Capital, host Pierre Daillie sits down with Paisley Nardini, Managing Director and Head of Multi-Asset Solutions at Simplify Asset Management, for a frank and...
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Due Diligence Isn't Optional in Alternatives Investing—The Performance Gap Makes That Clear
Sponsored by BMO Global Asset Management Half of Canadian financial advisors now offer alternative investments to clients. But access and genuine diversification are not the same thing — and that distinction is the heart of this conversation. We sit down with Alexander Singh, Managing Director…
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You can't eat total return—the income investing playbook is being rewritten | Jillian Delsignore
Income investing has never offered more tools — covered call ETFs, buffer strategies, active fixed income, multi-asset funds — and yet most advisors are still building portfolios the way they did five years ago. So what's actually happening on the ground? In this episode of Insight Is Capital…
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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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