Insight is Capital™ Podcast

Dec 10 2024 188 ep. 55 mins 32
Insight is Capital™ Podcast artwork

The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.

  Business  News
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


Rethinking Wealth: Unlocking the Power of Private Markets

Dec 10 2024 59 mins  
In this episode of Insight is Capital, we’re joined by Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute and author of the soon-to-be-released Private Markets: Building Better Portfolios with Private Equity. Tony shares his expert insights on the revolution in private market investing and why it’s reshaping wealth management. We explore ho

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

Nov 27 2024 31 mins  
In this episode of Insight is Capital, Pierre Daillie welcomes Barbara Stewart, CFA, a renowned global researcher, author, and former portfolio manager, to discuss her latest white paper, 'Women and Alts: A Global Perspective.' Commissioned by Kensington Capital Partners, the in-depth 83-page research paper explores the alt gender gap and the barriers preventing women from investin

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

Nov 20 2024 46 mins  
In this episode Mario Cianfarani, Head of Distribution at Vanguard Investments Canada joins us to discuss the latest findings from Vanguard Canada's Value of Advice survey. The widely developed survey, which gathered responses from 1,307 Canadian investors, highlights strong client satisfaction among advisors, with 74% of investors feeling their advisor is worth every dollar. The s

Doomberg: Trump, Energy Policy and Geopolitical Uncertainty

Nov 19 2024 83 mins  
In this episode, Richard and Pierre are joined by the brilliant and always-provocative Doomberg. Known for slicing through political and energy-market noise with precision, Doomberg unpacks the seismic shifts rippling across the globe following the U.S. election. From the resurrection of "Drill, Baby, Drill" to the strategic chessboard of Big Tech’s nuclear ambitions, Doomberg de

Stop Competing with Markets! Do this instead - Larry Swedroe

Nov 12 2024 85 mins  
In this episode Pierre and Adam sit down with Larry Swedroe, well-known expert in evidence-based investment strategies and former CIO at Buckingham Wealth Partners. They get into Larry's views on market forecasting, why investors should ignore short-term predictions, and the importance of building resilient and hyper-diversified portfolios to mitigate market risks. Swedroe emphasiz

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

Oct 15 2024 49 mins  
Pierre welcomes back Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments. This episode delves into Ilan's expert analysis on U.S. and Canadian economies amid ongoing global economic shifts. Discover insights on the Fed's unprecedented rate cuts, the productivity expansion in the U.S., challenges facing the Canadian economy, and Fidelity's tactical asset allocation p

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

Oct 09 2024 35 mins  
In this episode of the Insight is Capital podcast, Pierre talks to Martin Lefebvre, Chief Investment Officer at National Bank Investments. They explore Martin's outlook on the economy, fixed income, and equities, amid a backdrop of U.S. stock highs, falling bond yields, and changing labor market indicators. They discuss the recent Federal Reserve's 50 bps interest rate cut and its

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

Sep 24 2024 71 mins  
In this episode of 'Raise Your Average,' co-hosts Pierre and Mike welcome Shana Orczyk Sissel, CEO at Banrion Capital Management. We explore Shana's 20-year journey in wealth management, her experience and insights on alternative investments, and the evolving landscape of the industry. Shana shares her personal story of transitioning from a career in sports management to finance, d

Todd Finkle: A Fresh Take on Warren Buffett

Sep 18 2024 87 mins  
In this episode of Insight is Capital, Pierre welcomes Dr. Todd Finkle, esteemed Pigott Professor of Entrepreneurship at Gonzaga University and author of 'Warren Buffett: Investor and Entrepreneur.' Dr. Finkle draws on nearly two decades of research and personal experiences and notably, his connection to the Buffett family (he shares his memories of friendship and hanging around at

Macro Outlook and Defensive Investing Strategies with Bob Elliott

Aug 15 2024 77 mins  
Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the show. We discuss his 13 years experience at Bridgewater Associates (10 years as head of Ray Dalio's investment research team), and the lessons he learned from the Global Financial Crisis. We get into the more recent period of ecomomic upheaval, and today's macroeconomic landscape. Bob shares his unique take on