All Episodes
Insight is Capital™ Podcast — 282 episodes
Ric Edelman: What everyone gets wrong about Bitcoin in 2026
The Credibility Dividend: Why Finfluencers are Making Real Advisors More Valuable Not Less | Stephanie Wolfe
Convergence Investing Comes of Age: BMO Strategic Equity Yield Fund at Three Years
Doomberg: Energy, AI, and the Calls Nobody Else Made
The Risk That Isn't in the Retirement Plan: Markets Recover, Cyber Fraud Doesn't
Ash Lawrence: Capital, Conviction, and the Long View
Is the Biggest Investing Solution Becoming the Market's Biggest Problem?
Returns Are a Commodity—Stop Selling the Plumbing | Som Seif
The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight | Ray Carroll
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
The Gap in Every Client File: The Conversation Advisors Keep Skipping
From Wall Street Executive to Financial Thriller Novelist | Kristine Delano
Why 0% in Bitcoin & Blockchain is Actually a Riskier Bet Than 1%
The Folly of Trusting Your Own Mind With Money | Dr. Preet Banerjee
Animal Spirits vs. The Seasonal Rotation Calendar | Brooke Thackray
David Dziekanski: The End of the Options-Based Income ETF Trade-Off
David Varadi: The Early Years of Retirement Are The Most Dangerous
The ETF Terrordome: Why 1 in 3 New Funds Will Never Survive
Justin Huhn: Uranium is the Missing Layer Beneath the AI Trade
She Watches Billions in ETF Flows Every Day. What's Going On Behind the Screens?
Why Half a Million People Trust PWL Capital CIO, Ben Felix
Canada's ETF Surge is Structural, not Cyclical | Ronald Landry
Larry Swedroe: The Adaptive Market & The Undiversified Investor
Adriano Starinieri - No Filters, No Pitch, No Advisor
The Covered Call ETF Gap | Zed Francis and Devin Anderson
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?