The Insight is Capital™ Podcast

In this episode of Insight is Capital , Pierre Daillie sits down with Tony Dong , founder of ETF Portfolio Blueprint and lead ETF analyst at ETF Central, for a comprehensive dive into the fast-evolving world of exchange-traded funds. Tony brings sharp insights and a dose of healthy skepticism to today’s ETF landscape—from flashy private credit products and speculative options-based funds to undera...

🔹 Is your portfolio riding the edge of chaos? Discover why diversification is back—and how to future-proof your investments before it’s too late. The investment world is shifting, and your portfolio needs to keep up. In this must-watch episode of The Insight is Capital Podcast , Pierre Daillie sits down with Paisley Nardini , portfolio manager and multi-asset strategist at Simplify Asset Manageme...

In this episode Som Seif, CEO of Purpose Investments, joins us to challenge common misconceptions about private markets. First, we discuss the current state of markets. Seif explains why private assets—private equity, private credit, and private real estate—are becoming essential components of modern investment portfolios. He discusses how institutional-grade private investments have become access...

Private markets are undergoing a seismic shift, with assets poised to surge from $13 trillion to $23 trillion in just five years . As interest rates fluctuate and the new U.S. administration reshapes the financial landscape, where should investors look for opportunities, and what risks lie ahead? In this episode of Insight is Capital , we are joined by Ash Lawrence , Head of AGF Capital Partners,...

📖 Did you know that nearly 1 in 5 Canadian adults struggles to read a simple sentence? In this eye-opening episode of the Insight is Capital Podcast , host Pierre Daillie sits down with Mélanie Valcin , President & CEO of United for Literacy , to discuss the life-changing impact of literacy on individuals, families, and the Canadian economy. We explore: ✅ The hidden literacy crisis in Canada...

📈 Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock—are we prepared for 2025? In this must-watch episode, Pierre Daillie sits down with Ilan Kolet , Institutional Portfolio Manager at Fidelity’s Global Asset Allocation Team , to dissect the most pressing questions investors and advisors are facing right now. 💡 What happens if a 25% tariff is imposed on Can...

In this episode, host Pierre Daillie dives into the essentials of marketing success with Samantha Russell , Chief Evangelist at FMG Suite. Samantha shares her expert insights on how financial advisors can thrive in a digital-first world, where competition is nationwide, and the rules of client acquisition are constantly evolving. 🔥 Key Topics Discussed: The Changing Face of Marketing for Advisors...

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 how private equity, pri...

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 investing in alter...

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 survey also revea...

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 positioning. Ilan...

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 implications, th...

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 school with Buf...

In this episode of Insight is Capital, Pierre Daillie chats with Jason Buck, Chief Investment Officer at Mutiny Fund, to discuss defensive and offensive strategies in portfolio management - with equity valuations of the "Magnificent 7" it's now particularly essential for advisors and investors alike to consider defense ahead of any potential reversals. Buck points out that from a business perspect...

In this conversation, Pierre Daillie interviews Elisabeth Kashner, Director of Global Funds Research, FactSet, about the trends and challenges in the ETF market. They discuss the slow pace of ETF flows in 2024, the impact of the Fed's rate cuts, and the attractiveness of cash investments. They also explore the rise of actively managed equity ETFs and the competition among asset managers to offer l...

Join us as we catch up with Som Seif, Founder and CEO of Purpose Investments. In this episode of Insight is Capital, Som shares his perspectives on the current volatile market environment, discussing trends in stocks, bonds, and interest rates. With a focus on sustainable investment solutions and economic productivity driven by AI, Som shares his views of market expectations, the role of the Fed,...

Join us on the Insight is Capital Podcast as we interview Joel Litman, Chief Investment Strategist at Valens Research, discussing insights into the current equity, bond markets, and the challenges in commercial real estate. Discover the strong investment potential of the U.S. amidst global shifts, encouraging a disciplined, long-term investment strategy. Then, they discuss the limitations of GAAP...

In this episode of Insight is Capital, Pierre Daillie, Managing Editor at AdvisorAnalyst.com catches up with Steve Hawkins, CEO of Longpoint ETFs. After a notable career leading Horizons ETFs (now Global X ETFs Canada) and a brief retirement travelling the world, Hawkins discusses his market outlook, his return to the investment industry with his new venture focused on building innovative ETF prod...

In this episode of 'Insight is Capital', host Pierre Daillie sits down with Daniel Straus, Director and Head of National Bank Financials' ETF Research and Strategy Group, to discuss trends in the ETF market both in Canada and the U.S. They explore recent market conditions, the dynamics between U.S. and international equities, the role of AI and technology stocks, and the state of the bond market....

Join Pierre Daillie and Ilan Kolet, Institutional Portfolio Manager, Global Asset Allocation Team at Fidelity Investments, as they explore the significant economic shifts since their last discussion. They dive into the divergent growth paths of the US and Canadian economies, the implications of productivity expansions, and strategic portfolio positioning. The conversation covers the integration of...

Bob Elliott, the cofounder, CEO, and CIO of Unlimited Funds, discusses the company's pioneering use of machine learning to create low-cost index replications of alternative investments. The HFND ETF as the fastest growing independent active ETF launch in the US in 2022 and Bob shares his extensive experience in investment strategy development. Bob emphasizes the inspiration behind founding Unlimit...

In this episode Brooke Thackray , research analyst at Global X ETFs Canada, and advisor to the Global X Seasonal Rotation ETF ( HAC ), joins us to discuss seasonal investing trends across US and Canadian stocks and bonds. Thackray emphasizes the effectiveness of seasonality in fine-tuning the investment process with technicals and historical market patterns – just take a quick look at the chart fo...

Dennis Mitchell, CEO, CIO at Starlight Capital joins us this episode to discuss various topics including the impact of interest rates, the potential for rate cuts, portfolio construction for the period ahead - which will be marked by the persistent threat of inflation and higher rates for longer, the importance of proper pension-like diversification, and the rising risks of geopolitical instabilit...

In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at Guardian Capital LP , we focus on the fixed income landscape and the outlook for interest rates in the US and Canada. We discuss the Federal Reserve's approach to inflation and interest rate cuts, as well as the differences between the US and Canadian economies. We also touch on the impact of mortgage rates on consumer s...