The 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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 st...