Insight is Capital™ Podcast

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 Autocallable Income US Large Cap ETF (ZACU) changes that. BMO Global Asset Management’s new autocallable ETF bring...

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 National Bank Investments, for a conversation that goes well beyond the headline numbers. With more th...

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 tour through the fault lines beneath today's record-high markets. With forty years in the business and a...

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 Capital Management — one of North America's most respected and unapologetically contrarian value inves...

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 different way of thinking about protection. Farzana introduces the concept of the coverage continuum : th...

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 advisors deliver and what clients actually need. Drawing on his best-selling book Money Together , Doug make...

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 separate jobs. In this episode of Insight Is Capital, host Pierre Daillie sits down with Christian Crête,...

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 planning: the stories, wisdom, and hard-won insights that no will, no estate document, and no photo album...

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 vulnerability, the Iran war, rare earth attrition, Taiwan's fragile energy grid, and a provocative case for...

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 Ryerson's theatre school to a $70-million book of business — reveals why 93% of what happens in a client m...

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 CIO, Alpha Architect) for a wide-ranging, no-nonsense conversation on factor investing, portfolio...

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 Perception Study. With roughly one-third of Canadian advisors planning to retire within the next deca...

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 sits down with Marcos Milla, the 25-year-old founder of ETF Academy Media, who built a 57,000-subscriber...

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 the age of AI. Kevin reveals how three semiconductor giants — TSMC, Samsung, and SK Hynix — have quietly...

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 most investment discussions are too comfortable to go. US equities are expensive, concentrated, and pr...

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 the macro landscape of mid-2026 — rising yields, a surprisingly hot economy, and the great AI infrastr...

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 the US and runs more than $100 billion in managed solutions. With nearly three decades of experience, inc...

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 Group, for a deeply illuminating conversation about what it really takes to protect a business owner's...

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 architects of modern independent wealth management, joins Pierre Daillie and Mike Philbrick on Raise Your Averag...

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 is Capital, Pierre Daillie sits down with Stephanie Wolfe, EVP and Head of Marketing at Global X Canad...

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 $1.3 billion in assets. In this special anniversary episode of Insight Is Capital, BMO GAM CEO Bill Ba...

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 author behind one of Substack's most widely read energy and finance publications, for a wide-ranging con...

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 Digital Risk Advisor, to make a compelling and data-backed case that cyber fraud belongs in every retir...

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 that flips traditional manager selection on its head: AGF doesn't just allocate capital to alternative...

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 decade researching, defending, and stress testing. Green argues that trillions of dollars flowing aut...