Skip to content
Insight is Capital™ Podcast cover art

All episodes

Insight is Capital™ Podcast, 297 episodes. Page 1 of 3.

#
Title
1

The Always-On Autocallable ETF from BMO: The Part of ZACU That Surprises Every Advisor

2

ETF Flows Tell You What Investors Are Doing, Not Whether They're Doing It Right | NBI's Jean-Carlo Rouzier

3

David Rosenberg: Bubbles, Bonds, and Boomers

4

Why One of North America’s Most Contrarian Investors Just Showed Up in Canada | Bill Smead

5

The Coverage Continuum: What Happens When Life Outgrows the Policy in the Drawer | Farzana Damji

6

Why the Best Advisors Ask the Hardest Questions | Doug Boneparth

7

Where Macro Meets Opportunity: A Time-Tested, Three-Pillar Approach to Global Equities

8

There's a Version of You Your Family Has Never Met | Elena Iacono

9

Russia, China, Iran, Energy: Why Every Western Move Makes Things Worse | Doomberg

10

Seen, Heard, Understood—The 93% of Wealth Advice That AI Won't Disrupt | Ed Chien

11

Wesley Gray: The Invisible Risks Inside Every Portfolio

12

Nearly Half of Canadian Advisors Have No Succession Plan

13

Marcos Milla: The Financial Literacy Revolution Advisors Can't Ignore

14

Kevin Carter: The World's AI Supply Chain is in Emerging Markets

15

Meb Faber: The Quiet 50% Return Nobody at the Beach Is Talking About.

16

Corgi Invest's Jeff Weniger: Big Wall of Worry, Fears, No Bubble. Not Yet.

17

David Wong: Anything Can Happen—3 Decades of Market Crises Shaped this $400B CIO's Playbook

18

Everything in Order, Nothing in Place: The Hidden Liquidity Crisis in Business Succession

19

Ric Edelman: What everyone gets wrong about Bitcoin in 2026

20

The Credibility Dividend: Why Finfluencers are Making Real Advisors More Valuable Not Less | Stephanie Wolfe

21

Convergence Investing Comes of Age: BMO Strategic Equity Yield Fund at Three Years

22

Doomberg: Energy, AI, and the Calls Nobody Else Made

23

The Risk That Isn't in the Retirement Plan: Markets Recover, Cyber Fraud Doesn't

24

Ash Lawrence: Capital, Conviction, and the Long View

25

Is the Biggest Investing Solution Becoming the Market's Biggest Problem?

26

Returns Are a Commodity—Stop Selling the Plumbing | Som Seif

27

The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight | Ray Carroll

28

The CIO's View: What Changed, What Held, What's Next? | Chhad Aul

29

The Gap in Every Client File: The Conversation Advisors Keep Skipping

30

From Wall Street Executive to Financial Thriller Novelist | Kristine Delano

31

Why 0% in Bitcoin & Blockchain is Actually a Riskier Bet Than 1%

32

The Folly of Trusting Your Own Mind With Money | Dr. Preet Banerjee

33

Animal Spirits vs. The Seasonal Rotation Calendar | Brooke Thackray

34

David Dziekanski: The End of the Options-Based Income ETF Trade-Off

35

David Varadi: The Early Years of Retirement Are The Most Dangerous

36

The ETF Terrordome: Why 1 in 3 New Funds Will Never Survive

37

Justin Huhn: Uranium is the Missing Layer Beneath the AI Trade

38

She Watches Billions in ETF Flows Every Day. What's Going On Behind the Screens?

39

Why Half a Million People Trust PWL Capital CIO, Ben Felix

40

Canada's ETF Surge is Structural, not Cyclical | Ronald Landry

41

Larry Swedroe: The Adaptive Market & The Undiversified Investor

42

Adriano Starinieri - No Filters, No Pitch, No Advisor

43

The Covered Call ETF Gap | Zed Francis and Devin Anderson

44

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

45

Dave Nadig: The ETF Bubble Nobody is Talking About

46

Humble Process, Extraordinary Results—The Brian Belski Way

47

The Portfolio Nobody Told You to Build | Tony Dong

48

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

49

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

50

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

51

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

52

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

53

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

54

How CRM3 Turns Transparency into Your Biggest Competitive Advantage

55

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

56

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

57

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

58

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

59

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

60

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

61

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

62

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

63

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

64

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

65

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

66

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

67

Why Millions of Canadians Never Make it to Financial Advice

68

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

69

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

70

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

71

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

72

Wealth Partnership and Purpose with Doug and Heather Boneparth

73

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

74

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

75

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

76

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

77

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

78

Why EQ beats IQ in Wealth Management with Shana Sissel

79

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

80

Private Investments Come of Age - Opportunity and Balance Unlocked

81

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

82

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

83

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

84

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

85

Ric Edelman - A Real Risk - Not owning bitcoin

86

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

87

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

88

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

89

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

90

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

91

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

92

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

93

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

94

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

95

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

96

Bond Voyage! Saying Goodbye to Traditional Diversifiers with Tony Dong

97

Innovation and Trends in the Canadian ETF Market with Ronald Landry

98

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

99

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

100

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