All Episodes

Joe Canavan on Wealth, Risk, and Canada's Next Chapter

Dave Nadig: The ETF Bubble Nobody is Talking About

Humble Process, Extraordinary Results—The Brian Belski Way

The Portfolio Nobody Told You to Build | Tony Dong

Paisley Nardini Most Investors Have No Idea Their Portfolio is Missing This

Due Diligence Isn't Optional in Alternatives Investing—The Performance Gap Makes That Clear

You can't eat total return—the income investing playbook is being rewritten | Jillian Delsignore

Paul Kornfeld: Don't Fight the Market—Align With It

The Four Piston Portfolio: Why diversification needs an engine, not just a label

The Party Always Ends: How to Build a Portfolio for the Morning After | Meb Faber

How CRM3 Turns Transparency into Your Biggest Competitive Advantage

Daily Premiums, Smarter Income: The Case for ODTE Covered Calls in a Modern Portfolio with Nicolas Piquard

DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade

Alfonso Peccatiello: You're not diversified. You just think you are.

Cole Smead: Manias, Margins, and the Case for Canadian Oil

Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap with Jeremy Schwartz and Jeff Weniger

Dan White-From AI Hype to Reality—Investing in the Great Acceleration

Private Markets Are Reshaping Wealth-Are Canadian Portfolios Ready with Clay Khan

AI is Splitting the Market - The Hidden Winners Beyond NVIDIA with Ivana Delevska

Dennis Mitchell When Diversification Matters - The Case for Global Real Estate

Energy Is Destiny: War, China, Gold, Canada & the 60/40 Era

AI, Defense, and a New Private Markets Playbook with Ash Lawrence

Energy Copper and Gold ETFs and a World Running Out of Slack with Tony Dong

Why Millions of Canadians Never Make it to Financial Advice

How Pros Really Think About Risk, Probability, and Markets with Kris Abdelmessih

AGF's David Stonehouse: A Narrower Path Forward for Markets in 2026

Leslie Alba: Positioning Portfolios Purposefully—Lessons from CIBC AM's $90B Head of Portfolio Solutions

Wealth as a Means, Not a Goal: Investing With Intention in a Polarized World with Tim Nash

Wealth Partnership and Purpose with Doug and Heather Boneparth

Building Portfolios That Never Say Sorry with Kinsted's Brent Smith

The Global ETF Boom and Upcoming Toronto ETFGI Global ETFs Summit with Deborah Fuhr

Investment Grade CLOs—A secure path to yield and resilience with Mark Jarosz

Rich Mindset vs. Poor Mindset—The Psychological Divide with Dr. Brad Klontz

Future-Proof Wealth: How First Avenue is Redefining Wealth Management Advice

Why EQ beats IQ in Wealth Management with Shana Sissel

Peter Berezin: Is this the Wile E. Coyote moment for investors?

Private Investments Come of Age - Opportunity and Balance Unlocked

Ilan Kolet | From US Exceptionalism to Canadian Realism Fidelity's Global Recalibration

ETFs, Advisors, and the Next Trillion: Inside the Minds of Two Industry Leaders

The 4th Turning of Markets: Paradigm C, Inflation, Debt & Investing in 2025 with Darius Dale

CRM3 (TCR) - More than compliance - It's a chance to define your value

Ric Edelman - A Real Risk - Not owning bitcoin

Alfred Lee: Constructive But Cautious—Navigating the market's crosscurrents

Stacking Strategic Gold and Bitcoin with RSSX with ReSolve's Mike Philbrick

The Sh*tty Leader Inside Us All: Mark Robinson's Lessons in Real Leadership

Top Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap with Ahmed Farooq

Inside the Minds of Canadian Investors - Survey Findings Every Advisor Should Know with Sam Febbraro

ETFs That Overlay Carry: Adding Alpha to Portfolios Without Subtracting Core Exposure with Adam Butler

How to Add Trend Following Alpha Without Sacrificing Your Core Portfolio with Rodrigo Gordillo

Corey Hoffstein: Merger Arbitrage Isn’t Just for Institutions Anymore — Here’s How You Can Use It

Canada built the ETF—now it risks losing the industry to the U.S. — How CETFA means to reverse the trend

Outsmart the 60/40 Trap: How Return Stacking Changes the Game

Bond Voyage! Saying Goodbye to Traditional Diversifiers with Tony Dong

Innovation and Trends in the Canadian ETF Market with Ronald Landry

The India Stack: The Case for Investing in India's Booming Tech Sector with Kevin Carter

EMQQ Global's Kevin Carter: A Serial Investech Pioneer Walks into Princeton University

The Trump Put & How ETFs are Shaping Wild Markets with Eric Balchunas

Doomberg: Policy Uncertainty is The New Systemic Risk

Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet

Return Stacking: Diversification Without Sacrifice

ETF Views: Factors, Alts, Derivative Onions & Bugs with Tony Dong

The ETF Industry's Hidden Risks with Dave Nadig

Paisley Nardini: Outlook—Time for Tail Risk Protection?

Som Seif: Debunking Private Markets - Opportunities and Myths

Private Markets: Opportunities and Risks in a Transitional Financial Landscape

The Power of Raising Literacy in Canada with Mélanie Valcin

Pressing Investment Questions for 2025 with Ilan Kolet

The 2025 Marketing Guide for Financial Advisors with Samantha Russell

Are Markets overestimating 2025 Investment Opportunities with Aahan Menon

Rethinking Wealth: Unlocking the Power of Private Markets

Women and Alts: A Global Perspective with Barbara Stewart, CFA

Mario Cianfarani: Canadians love their advisors - but Gen Z and Millenials are shaking things up

Doomberg: Trump, Energy Policy and Geopolitical Uncertainty

Stop Competing with Markets! Do this instead - Larry Swedroe

Fidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2024. How?

NBI's Martin Lefebvre: Q4 2024-2025 Market and Economic Outlook

Shana Sissel – From Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative Investments

Todd Finkle: A Fresh Take on Warren Buffett

Macro Outlook and Defensive Investing Strategies with Bob Elliott

Justin Huhn: The Generational Bull Case for Uranium

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

FactSet's Elisabeth Kashner – The Scoop: Deep ETF Trends Insights

Som Seif Investment Review and Outlook - Positioning for Unclear Markets

Joel Litman: Market Review & Outlook–"GAAP is not truth or reality" for investors

Steve Hawkins Returns: Innovation and the Future of ETFs

National Bank's Daniel Straus: Extraordinary ETF Insights, Outlook

Fidelity's Ilan Kolet: Investment Outlook–Harnessing Liquid Alternatives

How Unlimited's Bob Elliott is Making Hedge Funds Accessible to Everyone

Brooke Thackray: Seasonal Rotation – Time to rotate?

WisdomTree: Navigating These Unusual Market and Economic Signals

Starlight's Dennis Mitchell: Outlook 2024 – Diverse Bets for Uncertainty

SIACharts' Paul Kornfeld - Buy the dip, or sell the rip? Are we at a turning point?

Toby Carlisle - Value Investing is Simple, Not Easy

Aubrey Basdeo: More Coupon, Less Duration

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

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

Vanguard's Mario Cianfarani: Three Challenges for 2024

Fidelity's Ilan Kolet – 11 Questions for 2024

John De Goey - Investing ahead of unknown market risks

Fidelity's Ilan Kolet: 2024 Macro and Investment Outlook

Dino Bourdos: Is the yield on your covered call fund too good?

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

Michael Robbins: Ever seen a bad backtest?

Investment Insights from WisdomTree's Jeremy Schwartz & Jeff Weniger

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

Darius Dale 42 Macro - Looking Back, Looking Forward to 2024

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

Doomberg: Separating Fact from Fiction

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

Risk Mitigating Strategies Framework - Jason Josephiac & Ryan Lobdell

Hugh Hendry on China, Mag-7, Bubbles, Inflation, Bonds & Bitcoin

2023 Fidelity Retirement Report: Rising costs shake Canadians' Retirement Optimism

Private Assets & The High Net Worth Attraction

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

Paul Kornfeld: What Are The Charts Saying About Markets?

Deep, Wide Moats & The Art of Investing in Unwanted Assets

Mark Noble: Yield Producing Asset Strategies – Why Now?

Return Stacking: Strategy for A Low Return Environment

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

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

ChatGPT, AI, Systemic Risk & The Case for Dividends

Aubrey Basdeo: Bank Breakages, Inflation & Fixed Income Strategy

John De Goey – Complacency, Optimism Bias & Investment Risk

Impulses Driving Risk Appetite are Likely Transitory, feat. Aahan Menon

The Importance of Attracting and Engaging Millennial Clients with Justin Castelli

Mike Green: The Fed Overreacted to 2022's Inflation Pulse. Now what?

137 Alfred Lee – 2023 Outlook & Strategy: 50 / 30 / 20

Erika Toth - ETFs, Credentials, Strategies & Advisory Tools: Level Up Your Competitiveness

Alfonso Peccatiello: Macro 301 – Behind today's most crucial macroeconomic, market concerns

Richard Heft: How to add gravity to your client communications

Richard Heft: Markets, Inflation, and Missing the Point on ESG

132 Barometer's David Burrows: Whats What in This Stormy and Tricky Market?

The Diversification Power of Real Liquid Alternatives with Jeff Evans and Travis Wetsch, TD Asset Management

Darius Dale & Jason Del Vicario: Are Inflation Fears Overblown?

Solving the "Nastiest Hardest Problem in Finance" – Barry Gordon and Dr. Moshe A. Milevsky

128 NBI's Martin Lefebvre: Bullish vs. Bearish: Who will win the next round?

127 What Diversification Play Tackles a Stagflation Blitz? The HRAA Playbook

126 Jason Buck: Defensive Diversification & The Cockroach Portfolio

125 Dividend Payers and Growers: Resilient During Periods of High Inflation and Rising Rates

124 Meb Faber: The Problem with Long Term Investing

123 The Intended and Unforeseen Opportunities of ESG

Ivana Delevska - Investment Thesis for Industrial Technology Stocks

120 Value Stocks Are Back w/ Stephen Jenkins and Jackie Au

Nicolas Piquard: The Lowdown on Uranium, Lithium & Carbon

Key Investment Themes in Tumultuous '22

Does Seasonal Rotation Work?

115 Canadian ETF Trends 2022 Update w/ Ronald Landry, CIBC Mellon

113 Eric Balchunas' The Bogle Effect

112 Andrew Beer on Simplifying Managed Futures and Liquid Alts Exposure

111 Investing in Technology Leaders of Today and Tomorrow in 2022?

110 Hugh Hendry: War Europe Inflation U.S. China Dislocations Bonds Equities Carbon Metaverse

109 Kim Shannon: Value Investing, Inflation & Canadian Equities

108 Hugh Hendry: Big Macro Fault Lines

107 2022 ETF Market Review and Macro Landscape with Daniel Straus, National Bank Financial

106 Making Sense of Sustainable Investing with Jon Aikman & Dr. Sean Cleary

105 How ETFs Are Changing the Way We Invest with Deborah Fuhr, ETFGI

104 Kim Shannon: Inflation, Value Investing & Canada Now

103 Crypto: Still Early Innings with Ric Edelman

102 A Sea of D's in 2022 w/ Darius Dale and Mary Hagerman

Ep. 100 Multi-Asset Strategies: Making Your Money Work Harder and Smarter

99 Huber's New Almanac of Alternative Investments

97 Preet Banerjee - What is Advice Worth?

96 New Ways to Optimize Retirement with David Blanchett & Michael Finke Ph.D.

95 Mary Hagerman: The Black Belt Advisor

94 Jeff Bradacs: How Market Neutral Strategies Fit Into Investor Portfolios

93 Mike Green: Stock Markets Are Less Efficient, and More 'Inelastic.' What does that mean?

92 Simplify's Michael Green: The Un-Consensus on Today's Macro & Inflation

91 SIACharts' Paul Kornfeld on Actionable, Investment Decision-Making Tools, At Scale, for Advisors

90 Canada's Leading VC: Back From the Brink & Keeping Canadian Innovation Canadian

89 Unlocking Total Return & Yield From Dividends, Growth, and Options with Ben Gossack and Trevor Cummings, TD Asset Management

88 ESG: What Difference Does It Make?

87 David Rosenberg: Take Off Your 'Rosie' Coloured Glasses

Ep 86 Jeffrey Sherman – Macro-View: How to Protect and Profit in This Bizarre Market

Ep 85 Return Stacking: Strategies for Overcoming a Low Return Environment

Ep 84 The Future of Advisor Marketing Today with Richard Heft and Andrew Broadhead

Ep 82 Phil Mesman: Event-Driven Credit Investing

Ep 80 Jeffrey Sherman, DoubleLine Capital - Macro Outlook – How Should Investors be Positioning?

Ep 79 Pt. 1 Annamaria Testani - Creating Value as an Advisor Through 'Active Listening'

Ep 79 Pt. 2 Annamaria Testani - Reframing and Defining Your Value as an Advisor

Ep 79 Pt. 3 Annamaria Testani - Always be Adapting Your Value to Conquer Disruptive Change

78 Justin Castelli on Personal Brand Building for Advisors & Onramp

77 Nicolas Piquard on The Bull Case for Uranium (and Uranium Stocks)

76 Matt Hougan on What Bitcoin Does to Portfolios

75 Wade Guenther on An Innovative Approach to Investing in Gold (Raise Your Average)

Ep. 74 Eric Crittenden on The Magic of All-Weather Investing

Ep. 73 Atul Tiwari on The Case for Investing in Fine Wine as an Alternative Asset Class (RYA Edition)

Ep. 72 Steve Hawkins – The Secret Sauce of Horizons ETFs (Raise Your Average)

Ep. 71 'Running Money' – Jason Mann and Mike Newton Walk Into a Zoom (RYA Ep. 12)

Ep. 70 Ted Seides, Capital Allocators – Investing Lessons from Decades Interviewing Elite Money Managers

Ep. 69 'Timing Luck' and Liquidity Cascades with Corey Hoffstein, Newfound Research (Raise Your Average)

Ep. 68 On Running Canada's Most Successful Family Office – Arthur Salzer, CIO, Northland Wealth Management

67 Brief Version – Clients Expect Advisors to Lead Them on Responsible Investment

67 Clients Expect Advisors to Lead Them on Responsible Investment

Ep. 66 Raise Your Average with Mark Noble, Executive VP, Horizons ETFs

Ep. 65 How to Overcome Six Modern Advisor Practice Challenges – Richard Heft, Andrew Broadhead on The Ascendant Advisor

Ep. 64 Som Seif, Purpose Investments on the World's First Bitcoin and Ether ETFs

Ep. 63 Raise Your Average with Jason Buck CIO Mutiny Fund

Ep. 62 Raise Your Average with Lyn Alden, Lyn Alden Investment Strategy

Ep. 61 Raise Your Average with Alex Shahidi and Damien Bisserier, Co-CIOs, Evoke Advisors

Ep 59 Raise Your Average with Wesley Gray, PhD, CEO, Alpha Architect

Ep 58 Raise Your Average with Nancy Davis, Quadratic Capital Management LLC

Ep 57 Raise Your Average with Dave Nadig and Tim Nash – ESG: (What's it to you?)

Ep 56 Raise Your Average with Meb Faber and Marc Dalpé – The 60/40 Portfolio Puzzle

Ep. 54 Som Seif and Greg Taylor, Purpose Investments

Ep. 53 Sri Iyer, Guardian Capital

Ep. 52 Candice Bangsund, Fiera Capital

Ep. 51 Brian Wesbury, Chief Economist, First Trust Portfolios

Ep. 50 Hans Albrecht and Nicolas Piquard, Horizons ETFs

Ep. 49 Steve Hawkins, President and CEO, Horizons ETFs

Ep. 48 Adam Butler, Resolve Asset Management

Ep. 47 Brooke Thackray: What is Seasonal Investing?

Ep. 46 Mike Philbrick and Rodrigo Gordillo, Resolve AM

Ep. 45 Michael Greenberg: Rebalance? Yes, but where?

Ep. 44 Hubert Marleau: Macro, Micro, and Mini-Micro – Now and Post-Pandemic

Ep. 43 Paulette Filion and Judy Paradi: Advisors' Future Success Depends on Keeping Women Engaged

Ep. 42 Guy Haselmann: How World Order Looks After COVID-19

Ep. 41 Sandy Liang: The Correction/Opportunity Set of 2020's Bond and Credit Market Crisis

Ep. 40 Mark Noble: Did ETFs Pass the Pandemic Sell-Off Test?

David Picton: Is the 60/40 Portfolio Dead?

Daniel Straus: Canadians Lead the World in ETF Innovation

Time to get comfortable being uncomfortable

Som Seif: Conventional Fixed Income Will Be High Risk, Low Return

Dan Richards: How to be the most valuable advisor to clients

Goshka Folda: What will make you the irreplaceable advisor?

Jason Del Vicario: The Journey to Discretionary Portfolio Manager

Greg Taylor: Outlook for Cannabis, Energy, and Banking

David Rosenberg: In depth on Canada, U.S., and Global Economy and Markets

Som Seif: How has Q1's Volatility Changed Your Market Outlook?

Dan Kelley: The Opportunity in Founder-Led Companies

Sandy Liang: The Credit Risk Thesis for Investors Seeking Yield in a Rising Rate Market

Sandy Liang: A Leading High Yield Fund Manager's Front Row Seat at the Financial Crisis

Tom O'Gorman: Where are the Fixed Income Opportunities?

Tom O'Gorman: Are China's Large Forex Bond Purchases the Fed's Unwinding White Knight?

Tom O'Gorman: Are central banks caught between a pillar and a post?

Tom O'Gorman: Is the bond market right about the economy?

Stephen Lingard: Multi-Asset Outlook for 2018 (Full Interview)

Stephen Lingard: Where are the opportunities?

Stephen Lingard: Has Low Dispersion in Index Stocks Made Active Investing Harder?

Stephen Lingard: Why is the return of volatility heralded by active investors?

Stephen Lingard: Undoing 'The Giant Monetary Experiment'

Stephen Lingard: Is there a connection between volatility and inflation?

Stephen Lingard: Investors did have a long memory about 2008

Stephen Lingard: Multi-Asset Outlook for 2018 – Anticipating the Return of Volatility

Dan Dupont: What are your outlook and plans for 2018, and thoughts for your investors?

Dan Dupont: "I am unwavering in my focus on downside protection"

Dan Dupont: "Bad deals are made in good times, and these are excessively good times"

Dan Dupont: "Credit is like oxygen. You don't think about until it's gone."

Dan Dupont: How did your childhood in rural Québec prepare you as a portfolio manager?

What defines the Frontier Emerging Markets Opportunity?

The Gift from Senior Emerging Markets. Structural 'Share Gainers.'

Former Dictatorships are Fertile Ground for Today's Investors

What are the 'Four Neighbours?'

The Biggest IPO in World History is Coming? What does it mean?

Risk Management: Are you long-only in this market?

Is Good Economic News Still Bad News for Stock Markets?

Is This The Most Uncomfortable Bull Market in History?

Is Warren Buffett the Pied Piper of Indexing?