The Investipal Podcast

Cameron Passmore is Executive Chairman and Portfolio Manager at PWL Capital, one of Canada’s premier independent advisory firms that puts its people and clients at the heart of its purpose. He’s also co-host of the Rational Reminder podcast with Ben Felix, a leading advocate for evidence-based, systemic investing, and is dedicated to the continuous development of people, knowledge, and technology....

Colin Overweg is the founder of Advise Wealth, an Investopedia Top 100 Advisor, and member of the Board for the Financial Planning Association. He’s also been featured in publications like Barron’s, CNBC and The New York Times and a frequent lecturer at various universities. In this episode, we talk about how building wealth today is radically different than it used to be, pensions, misconceptions...

Stoy Hall is the Founder & CEO of Black Mammoth, a Modern Family Office, and host of the NOB$ Wealth Podcast. He’s recognized by Investopedia as a Top 100 Financial Advisor in part due to his dedication to helping women and minority business owners, entrepreneurs, and employees achieve true wealth, and for his commitment to ‘ridding the world of financial illiteracy’. In this episode, Stoy tal...

Liz Frazier is a financial planner, author of "Beyond Piggy Banks and Lemonade Stands" and a strategic advisor to Copper Bank, a digital bank for teens. She’s recognized by Investopedia as a Top 100 Financial Advisor and is fiercely dedicated to promoting financial literacy from an early age. In this episode, Liz shares valuable tips for parents on introducing money management concepts t...

Douglas Boneparth is the Founder and President of Bone Fide Wealth, a New York City-based wealth management firm dedicated to serving the city’s hardest-working young professionals. As a regular contributor to outlets like CNBC and WSJ and a financial educator with engagements at places like NYU and Fordham, he’s recognized as a Top 100 Financial Advisor. Alongside his wife, he helps couples talk...

Tyrone Ross is the CEO and Co-Founder of ⁠Turnqey Labs, Inc. ⁠, an API developer platform providing read-only, real-time data aggregation for performance reporting on held-away crypto assets. He's also a recognized thought leader and influencer in the wealth management space and is a fervent advocate for harnessing technologies like blockchain to democratize financial services and open up oppo...

Peter Lazaroff is the CIO of PlanCorp , Advisor at Brightplan and Author of Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever . He shares how he thinks about the complexities of finance, portfolio construction and management, the importance of taking a scientific approach to investing, decision-making and reducing bias, and more. Pleas...

In this episode, we sit down with Paul Litchfield, a top next-generation wealth advisor. We explore the challenges and opportunities in the wealth management industry today, including the aging workforce and the importance of succession planning for financial advisors. We also discuss the shift towards the registered independent advisory (RIA) model, and why it's winning vs. larger incumbents....

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Jamie Hopkins, CEO of Bryn Mawr Capital Management and founder of the FinServ Foundation, discusses the challenges and opportunities in the financial profession and how his foundation is helping the next generation of financial professionals. He emphasizes the importance of soft skills and mentorship in the industry. Hopkins also shares insights on the future of the financial industry, including t...

Cameron Howe sits down with cybersecurity expert Geoff Moore to delve into the crucial realm of safeguarding wealth in the digital age. In this insightful interview, Cameron and Geoff explore the evolving landscape of cybersecurity within the wealth management sector, shedding light on the vulnerabilities, risks, and proactive measures that financial professionals must consider. Geoff Moore is the...

Cameron sits down with renowned financial expert Adam Carroll to explore unconventional yet highly effective strategies for financial empowerment. In an era where financial abstraction can leave us feeling numb to our income, expenses, and debt, this episode offers fresh insights to reinvigorate your financial journey. We invite you to join us on an enlightening expedition where we challenge conve...

We sit down with Ryan Pannell, the CEO of Kaiju ETF Advisors. Kaiju has pioneered the first AI-driven ETF called "Buy The Dip Capital Fund" (Ticker: $DIP). Ryan and Cameron discuss: - How has AI been historically used in investment management - How AI is both helping traditional fund managers and how it's fully running investment funds now - Where we are heading when it comes to AI a...

Cameron sits down with Helen Hayes, the Head of iShares Canada at BlackRock to discuss a range of topics including: - 3 Mega forces affecting the global capital markets - Protecting your portfolio from an economic slowdown - The rise of fixed income ETFs - How everyday investors can leverage ETFs in their portfolio iShares ETFs mentioned in this podcast include: XFR: iShares Floating Rate Index ET...

Cam sits down with Ben and Nick from Atrium Research to talk through the latest stock market developments and small cap stocks. Including: - Stock market expansion - Data suggesting small-cap stocks are poised for outperformance into 2023 and 2024 - Value investing trends - How can investors research small cap stocks - What are the best small cap stocks as Ben and Nick see it. You can find more on...

Cam sits down with Ben Miller, the CEO of ChroniFI, a personal finance software that helps people simplify their finances on the way to making better and more confident decisions. Cam and Ben discuss: Optimizing for your happiness rather than being solely focused on saving for retirement Why is financial literacy such a big problem How individuals can take control of their finances If you want to...

Abdi Jama sits down with Matt Wilcox to talk about trends in the retail investment management space and how AI is impacting both companies and retail investors. You can find more on Matt here: https://www.linkedin.com/in/matthewwilcox12/ And more on Investipal here: https://investipal.co/

Sue O'Reilly has been an active trader for over 20 years, helping new traders gain the knowledge and confidence to get started on their own. She's now focused on helping women take control of their finances. We sit down to discuss her investment strategy and how she was able to cultivate the largest StockTwits trading group in North America. To join her group, click for more here: https://...

Nadeem Kassam has managed over $3B of capital and has worked at some of the worlds largest financial institutions on their investment strategy teams. Cameron sits down with him to discuss the current macro-economic climate and how investors can position themselves.