Insight is Capital™ Podcast

She forgot to hang up the phone — and what she overheard about herself in that boardroom became the seed of a Wall Street thriller twenty years in the making. In this episode of Insight is Capital, Pierre Daillie sits down with Kristine Delano — Independent Board Trustee, fiction author, former Managing Director at Eaton Vance, and host of the We Talk Careers podcast (brought to you by Women in ET...

Bitcoin is down 50% from its highs — but Bitwise CIO Matt Hougan says the price is the least important thing happening in crypto right now. In this episode of Raise Your Average , hosts Pierre Daillie and Mike Philbrick sit down with Matt Hougan, Chief Investment Officer at Bitwise Asset Management, to make sense of the 2026 crypto winter. Hougan argues this is "the best winter ever" for crypto: p...

Why does doing more research make investors more confident in the wrong decision, why do warning labels often invite the very risk they're meant to prevent, and why might a friendlier robo-advisor actually produce worse investing behavior? In this episode of Insight is Capital™ , Pierre Daillie sits down with Dr. Preet Banerjee — personal finance expert, founder of Money School, and Globe and Mail...

The seasonal clock is ticking — and if history is any guide, the market's most dangerous months are still ahead. In this episode of Insight Is Capital , host Pierre Daillie sits down with Brooke Thackray, Research Analyst at Global X and author of the long-running Thackray Newsletter, for a wide-ranging conversation about what the seasonal calendar is telling us right now — and why the market's gr...

The options income ETF industry just crossed $1 trillion in assets — and almost nobody is talking about the structural flaw buried inside every one of those products. David Dziekanski, co-founder, CEO, and CIO of Quantify Funds, spent nearly two decades building ETFs — more than 75 of them — before he saw a gap so fundamental he had to build something entirely new. In this episode of Raise Your Av...

Every retiree gets exactly one shot at one sequence of returns — and the first five years can quietly cost you more than half your lifetime portfolio. In this episode of Insight is Capital , host Pierre Daillie sits down with David Varadi, MBA, CFA, instructor of Personal Finance and Investments at the Schulich School of Business at York University, to unpack one of the most underestimated risks i...

If you think launching an ETF sounds like a great business, Eric Balchunas is here to explain why it might be the most brutal competitive arena in finance — and which products are actually winning in 2026. Pierre Daillie sits down with Eric Balchunas — Senior ETF Analyst at Bloomberg Intelligence, co-host of the Trillions podcast, and author of The Bogle Effect — for an unflinching tour of the ETF...

Most portfolios already own the AI trade — but almost none own the energy underneath it, and that's exactly where the next big opportunity lives. In this episode of Raise Your Average , hosts Pierre Daillie and Mike Philbrick sit down with Justin Huhn, Founder, Lead Analyst and Editor of Uranium Insider , to unpack why uranium is the missing layer beneath the AI trade — and why the structural supp...

The desk at RBC Capital Markets that sits behind 90% of Canada's ETF market has a view of where flows are really going — and it's not what most advisors expect. Pierre Daillie sits down with Valerie Grimba , Head of Global ETF Strategy at RBC Capital Markets, for a wide-ranging conversation about the forces quietly reshaping how Canadian advisors build portfolios. Valerie's team serves as designat...

In this episode of Insight Is Capital , Pierre Daillie sit down with Ben Felix — Chief Investment Officer and Portfolio Manager at PWL Capital, co-host of the Rational Reminder podcast, and the driving force behind one of the most-watched evidence-based investing channels on YouTube with over half a million subscribers. Ben unpacks the philosophy and hard-won lessons behind PWL's radical transpare...

Canada's ETF market isn't just growing — it's being structurally rewired, and Ron Landry has a front-row seat to where every dollar is flowing and why. Pierre Daillie sits down with Ronald Landry , Vice President and Head of Segment Solutions and Canadian ETF Services at CIBC Mellon , for a wide-ranging look at the forces driving Canada's historic ETF surge. With nearly $95 billion in net flows th...

Larry Swedroe has spent 30 years proving the market will almost always beat you — and in this episode, he explains why that's about to become even more true. In this episode of Raise Your Average , hosts Pierre Daillie and Mike Philbrick sit down with legendary evidence-based investing author and outsourced CIO Larry Swedroe for a wide-ranging masterclass on where markets are heading and what inve...

He replaced his paycheck with a covered call ETF portfolio, moved to Panama, and put the whole system on display — because transparency, it turns out, is the most powerful financial planning tool nobody in the industry is using. What does it actually look like to live off your portfolio — not someday, but now? Pierre Daillie sits down with Adriano Starinieri, creator of the Passive Income Investin...

Most investors think they understand what they own — Devin Anderson and Zed Francis of Convexitas are here to prove they don't, and to show what the next generation of derivative investing actually looks like. Pierre Daillie and Mike Philbrick welcome Devin Anderson and Zed Francis, Co-Founders of Convexitas, for a masterclass in derivative investing that challenges everything advisors and investo...

Joe Canavan built three companies that redefined how Canadians invest — then walked away, backed Wealthsimple before anyone knew the name, and now he's asking one question: why does Canada keep burning down what it builds? In this episode of Insight Is Capital , host Pierre Daillie sits down with Joe Canavan, Principal at Canavan Capital and one of Bay Street's most consequential institution build...

The ETF industry has never been more powerful — or more crowded. Dave Nadig, President & Director of Research at ETF.com, joins Pierre Daillie and Mike Philbrick for a no-holds-barred conversation on the structural risks building beneath the surface of the world's most successful financial innovation. From a potential flood of mutual fund conversions to single-stock leverage ETFs, prediction m...

Brian Belski told a room full of Canadian advisors to lighten up on gold in February. They weren't happy about it. Not the popular view at the time. That's Brian Belski in a nutshell — 36 years in the markets, built his reputation going the other way when everyone else is piling in, and he's not about to stop now. In this episode, host Pierre Daillie sits down with Brian Belski, CEO & CIO of H...

What if the investing rules that protected you for 40 years just stopped working — and the world already moved on without telling you? Host Pierre Daillie sits down with Tony Dong — founder of ETFPortfolioBlueprint.com, lead ETF analyst at ETF Central, and Columbia-trained risk manager — for a no-holds-barred breakdown of defense ETFs, tail risk hedging, the structural collapse of the 60/40 portfo...

Most advisors have zero alternatives in their portfolios — and their clients are already paying the price. In this episode of Insight Is Capital , host Pierre Daillie sits down with Paisley Nardini , Managing Director and Head of Multi-Asset Solutions at Simplify Asset Management , for a frank and data-driven conversation about why the traditional 60/40 portfolio is showing dangerous cracks — and...

Income investing has never offered more tools — covered call ETFs, buffer strategies, active fixed income, multi-asset funds — and yet most advisors are still building portfolios the way they did five years ago. So what's actually happening on the ground? In this episode of Insight Is Capital , host Pierre Daillie sits down with Jillian DelSignore, VP and Head of Investor Distribution & Insigh...

When cash is outranking U.S. equities and gold sells off when it's supposed to rally, the advisors holding up aren't reacting faster — they're working from a better framework. In this episode of Raise Your Average , host Pierre Daillie sits down with Paul Kornfeld , Portfolio Manager and Director of Technology Services at SIA Wealth Management , for a wide-ranging conversation on what the firm's r...

What if the reason your portfolio sometimes fails you isn't the assets you picked — but the engine you never built? In this episode of Insight Is Capital , host Pierre Daillie sits down with Rodrigo Gordillo , President and Portfolio Manager at ReSolve Asset Management , for a masterclass in what truly diversified, all-weather portfolio construction actually looks like — and why it's fundamentally...

The party always ends — and Meb Faber, one of the most data-driven voices in global investing, says the evidence is now undeniable that the decade-long US equity dominance is giving way to something very different. SUMMARY On this episode of Raise Your Average , hosts Pierre Daillie and Mike Philbrick sit down with Meb Faber — co-founder and CIO of Cambria Investment Management, prolific researche...

What if CRM3 turns out to be the most powerful growth tool you've ever been handed? In this episode of Insight Is Capital , host Pierre Daillie sits down with Mario Cianfarani, Head of Distribution at Vanguard Canada, to explore the sweeping implications of CRM3 — Canada's incoming total cost reporting regulation — and why the advisors who embrace it now stand to gain the most. Mario unpacks how V...

What if you could collect covered call option premium hundreds of times a year instead of once a month — without giving up the upside on your core equity holdings? 📋 EPISODE SUMMARY In this enlightening episode of Insight Is Capital , host Pierre Daillie sits down with Nicolas Piquard, Chief Options Strategist at Hamilton ETFs — a 30-year derivatives veteran who has traded from both sides of the...