Insight is Capital™ Podcast

As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken. EPISODE SUMMARY With oil prices surging, rate-cut expectations evaporating, and a conflict now entering its fourth week, host Pierre Daillie sits down with Jeffrey Sherman, Deputy CIO of DoubleLine Capital...

The bond market — not equities — is the most fragile and most misunderstood foundation of your entire portfolio, and most investors have no idea what's coming. Episode Summary Pierre Daillie and Mike Philbrick sit down with Alfonso Peccatiello — former ING bond portfolio manager of $20 billion and founder of macro hedge fund Palinuro Capital — for a masterclass in navigating a world where the old...

Is U.S. market dominance about to break? In this episode of Insight is Capital , Pierre Daillie sits down with Cole Smead (CEO & Portfolio Manager, Smead Capital Management) to unpack why today’s market may be less about valuations—and more about a powerful capital cycle that could reshape global investing. From AI-driven CapEx booms to the hidden risks of passive investing, Smead draws on his...

While everyone is arguing about AI disrupting software stocks, WisdomTree's Jeremy Schwartz and Jeff Weniger quietly explain why the most important market story of 2026 has nothing to do with the SaaS selloff — and everything to do with where capital is actually moving. WisdomTree Global CIO Jeremy Schwartz and Head of Equity Strategy Jeff Weniger join Pierre Daillie and Mike Philbrick on Raise Yo...

What if the greatest risk in your portfolio right now isn't owning too much AI — it's catastrophically underestimating what's actually happening? Summary Most investors are asking the wrong question. The debate dominating markets right now — AI bubble or generational opportunity? — sounds sophisticated. But Pierre Daillie's conversation with Dan White, Associate Portfolio Manager at ARK Invest, su...

If institutional investors have already shifted toward global diversification and private markets, why are most retail portfolios still stuck in the past? In this episode of Insight Is Capital , host Pierre Daillie sits down with Clay Khan, Head of Canada and Managing Director at Neuberger Berman , to explore one of the biggest structural changes in modern portfolio construction: the migration of...

AI isn’t just about Nvidia anymore — it’s quietly rewiring the entire industrial economy, and most investors don’t even realize where the real money will be made. In this episode of Raise Your Average , hosts Pierre Daillie and Mike Philbrick sit down with Ivana Delevska , Founder and CIO of Spear Advisors, to unpack how AI is splitting the market — creating massive dispersion between winners and...

When equity markets grow concentrated and expensive, the real risk isn’t volatility — it’s failing to diversify before the cycle turns. For years, global real estate has sat in what Pierre Daillie calls “the penalty box” — weighed down by rising rates, skepticism, and falling valuations. Yet beneath the headlines, fundamentals never broke. In this episode of Insight Is Capital , Pierre sits down w...

If energy is destiny and stockpiles signal intent, then this episode may completely change how you see oil, gold, China, Canada—and your portfolio. In this high-conviction macro deep dive, hosts Pierre Daillie and Mike Philbrick sit down with returning guest Doomberg to dismantle the comfortable narratives investors use to understand energy, geopolitics, and portfolio construction. Doomberg refram...

Private markets are quietly being rewritten in real time—and in this conversation, Ash Lawrence explains why AI, private credit, and defence could define who wins and who gets left behind in 2026. In this episode of Insight is Capital , host Pierre Daillie sits down with Ash Lawrence , Head of AGF Capital Partners , to unpack AGF Capital Partners’ 2026 - The Annual - Private Markets Outlook . Agai...

When commodities stop behaving like trades and start behaving like truth detectors , portfolios—and advisors—need to rethink everything. 🎙️ Episode Summary In this wide-ranging deep-dive, host Pierre Daillie welcomes back Tony Dong , Founder of ETF Portfolio Blueprint , to pressure-test the most common misconceptions about commodities investing. Rather than treating commodities as volatile, short-...

In this episode of Insight Is Capital, host Pierre Daillie sits down with Mélanie Valcin, President and CEO of United for Literacy, and Matthew Latimer, Executive Director of the Federation of Independent Dealers, for a powerful conversation at the intersection of literacy, financial advice, and economic inclusion. Together, they unpack a sobering reality: one in five working-age Canadians struggl...

In this wide-ranging and intellectually rich conversation, host Pierre Daillie sits down with veteran options trader, market maker, and probabilistic thinker Kris Abdelmessih for a deep exploration of how markets really work beneath the surface —and how investors can think more clearly in a world dominated by uncertainty, noise, and emotion. Drawing on more than two decades of experience spanning...

In this episode of Insight Is Capital, host Pierre Daillie sits down with David Stonehouse, Interim CIO and Head of North American Specialty Investments at AGF Investments, for a wide-ranging but grounded discussion on what lies ahead for investors as the cycle matures. Stonehouse frames 2026 as a constructive but narrower environment—one supported by global monetary easing, rising fiscal stimulus...

Explore the evolving world of portfolio construction with Leslie Alba, CFA, CIBC Asset Management's $90-billion Head of Portfolio Solutions. Discover how to move beyond traditional diversification and embrace a total portfolio approach, balancing risk exposures for uncertain markets. Learn actionable insights for managing expectations and navigating market volatility. In This Episode: 00:00 Introd...

In this wide-ranging and human conversation, host Pierre Daillie sits down with Tim Nash, Founder & CEO of Good Investing, to explore what it really means to invest with intention in an era of political polarization, ESG backlash, and growing client skepticism toward traditional finance. Drawing on more than 15 years of experience in sustainable investing, Tim reframes the debate around ESG, i...

Featuring Heather & Douglas Boneparth, authors of Money Together What really happens when love, money, ambition—and sometimes resentment—share the same address? In this deeply honest and refreshingly candid episode of Insight Is Capital , host Pierre Daillie sits down with Heather and Douglas Boneparth , the powerhouse couple behind Bone Fide Wealth and co-authors of the bestselling book Money...

In this illuminating episode of Insight is Capital , host Pierre Daillie sits down with Brent Smith , CIO of Kinsted Wealth , for a deep dive into how private investors can now build truly institutional-style portfolios. Smith—who spent decades leading Franklin Templeton’s Multi-Asset Strategies group before co-founding Kinsted—shares a masterclass on the evolution from the 60/40 portfolio to a co...

In this episode of Insight is Capital, host Pierre Daillie welcomes Deborah Fuhr , one of the world’s foremost authorities on ETFs and the Founder and Managing Partner of ETFGI . Together, they explore the explosive growth of the global ETF industry—now surpassing $18.8 trillion in assets—and what this means for advisors, investors, and the evolving landscape of financial innovation. Deborah share...

In this episode of Insight is Capital, Mark Jarosz, Head of Credit Alternatives at BMO Global Asset Management , joins us to demystify the world of Collateralized Loan Obligations (CLOs) — a sophisticated yet increasingly accessible asset class, now reshaping how investors think about income, risk, and portfolio diversification. Jarosz explains how CLOs are structured, how they differ from the inf...

What if the biggest obstacle between you and financial freedom isn’t your income — but your mindset? In this powerful and eye-opening episode of Insight is Capital, host Pierre Daillie sits down with Dr. Brad Klontz , financial psychologist, bestselling author, and professor, to explore the hidden forces shaping our relationship with money. From childhood money scripts to the myths we inherit abou...

In a world where ego often overshadows insight, First Avenue’s Kash Pashootan and Michael Newton reveal why humility, curiosity, and true team depth are redefining the future of wealth management. In this Insight is Capital episode, host Pierre Daillie sits down with Kash Pashootan , CEO, and Michael Newton , Head of Wealth Management at First Avenue Investment Counsel , for a powerful, introspect...

In this powerful episode of Insight is Capital , host Pierre Daillie sits down with Shana Sissel , CEO and Founder of Banríon Capital Management , widely known as the “Queen of Alternatives.” From breaking barriers in the world of alternative investments to surviving and thriving through profound personal adversity, Shana’s story is one of resilience, purpose, and innovation. She reveals how Banrí...

What if the U.S. economy is already sprinting off a cliff—and just hasn’t looked down yet? In this riveting conversation, BCA Research’s Peter Berezin joins Pierre Daillie to unpack whether markets are living through their Wile E. Coyote moment : running on optimism while gravity—the reality of stagflation, slowing growth, and political interference—waits below. 🎙️ Episode Summary In this episode...

Private markets aren’t just the playground of institutions and the ultra-wealthy anymore. In this episode, we dig into how access to private credit, equity, and real assets is opening up—and why that shift is changing the way Canadian advisors build portfolios. Raphaëlle Gauthier-Grenier, Senior Director, Investment Solutions – Private Investments at National Bank Investments, and Ross Neilson, Pr...