Shows / The Insight is Capital™ Podcast
The Insight is Capital™ Podcast
This is The Insight is Capital Podcast, AdvisorAnalyst.com’s fireside chats with fascinating people in finance to discuss their insights on life, markets, macro, investment strategy, and and much more.
Episodes
The Insight is Capital™ PodcastThe Always-On Autocallable ETF from BMO: The Part of ZACU That Surprises Every Advisor
The autocallable note has been one of the most popular structured income strategies in the world for years. Until recently, using it well meant managing a…
The Insight is Capital™ PodcastETF Flows Tell You What Investors Are Doing, Not Whether They're Doing It Right | NBI's Jean-Carlo Rouzier
Canada's ETF market just hit $1 trillion in assets — but record flows can mislead as much as they inform, and Jean-Carlo Rouzier wants every advisor to know…
The Insight is Capital™ PodcastDavid Rosenberg: Bubbles, Bonds, and Boomers
Is the market standing on the edge of the most consequential bubble of our lifetimes — and is no one paying attention? In this episode of Insight Is Capital…
The Insight is Capital™ PodcastWhy One of North America’s Most Contrarian Investors Just Showed Up in Canada | Bill Smead
What if the most "diversified" portfolio you own is actually one of the most concentrated bets in market history — and almost no one is talking about it? In…
The Insight is Capital™ PodcastWhy the Best Advisors Ask the Hardest Questions | Doug Boneparth
The advisors who will thrive in the AI era are the ones willing to ask the questions no algorithm ever will. In this episode of Insight Is Capital, host Pierre…
The Insight is Capital™ PodcastWhere Macro Meets Opportunity: A Time-Tested, Three-Pillar Approach to Global Equities
When the market itself quietly becomes the concentration risk, a top-down process built over 30 years may be exactly the second tool advisors didn't know they…
The Insight is Capital™ PodcastThere's a Version of You Your Family Has Never Met | Elena Iacono
There's a version of you your family has never met — and the only way they ever will is if someone asks the right question. In this episode of Insight Is…
The Insight is Capital™ PodcastSeen, Heard, Understood—The 93% of Wealth Advice That AI Won't Disrupt | Ed Chien
What if the most powerful skill in wealth management has nothing to do with finance — and AI can never learn it? In this episode of Insight Is Capital, host…
The Insight is Capital™ PodcastNearly Half of Canadian Advisors Have No Succession Plan
Nearly half of Canadian financial advisors have no succession plan — and their clients have no idea. In this episode of Insight Is Capital, host Pierre Daillie…
The Insight is Capital™ PodcastMarcos Milla: The Financial Literacy Revolution Advisors Can't Ignore
Your clients are probably already getting a lot of their investment intel from financial influencers like Marcos Milla — and that is one of the best things…
The Insight is Capital™ PodcastKevin Carter: The World's AI Supply Chain is in Emerging Markets
What if the biggest winners of the global AI arms race aren't in Silicon Valley — and passive investors are already exposed to them without knowing it? Host…
The Insight is Capital™ PodcastMeb Faber: The Quiet 50% Return Nobody at the Beach Is Talking About.
While everyone else was at the beach celebrating another S&P up year, global value stocks quietly returned 50% — and Meb Faber is done being polite about it…
The Insight is Capital™ PodcastDavid Wong: Anything Can Happen—3 Decades of Market Crises Shaped this $400B CIO's Playbook
What do electricity, a forgotten 1920s financier, and Bobby Orr have to do with building a portfolio that wins in 2026? More than you think. Pierre Daillie…
The Insight is Capital™ PodcastThe Credibility Dividend: Why Finfluencers are Making Real Advisors More Valuable Not Less | Stephanie Wolfe
35% of Canadian retail investors have made a financial decision because of a finfluencer. Here's why that's the best news advisors have heard in years. The way…
The Insight is Capital™ PodcastConvergence Investing Comes of Age: BMO Strategic Equity Yield Fund at Three Years
Three years ago, BMO Global Asset Management (BMO GAM) launched a fund that defied traditional categories. It wasn't quite equity, and it wasn't quite fixed…
The Insight is Capital™ PodcastDoomberg: Energy, AI, and the Calls Nobody Else Made
The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse, and the Iran oil bluff — before anyone else was even asking the…
The Insight is Capital™ PodcastThe Risk That Isn't in the Retirement Plan: Markets Recover, Cyber Fraud Doesn't
Markets can recover from a downturn. Your retirement cannot recover from cyber fraud. In this episode of Insight Is Capital, host Pierre Daillie sits down with…
The Insight is Capital™ PodcastAsh Lawrence: Capital, Conviction, and the Long View
What if the biggest edge in manager selection wasn't due diligence, but ownership — literally betting your own balance sheet alongside the managers you back?…
The Insight is Capital™ PodcastReturns Are a Commodity—Stop Selling the Plumbing | Som Seif
If you couldn't talk about performance for 10 minutes, what would you tell a client about the value you provide? Som Seif, Founder and CEO of Purpose…
The Insight is Capital™ PodcastThe Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight | Ray Carroll
What if the biggest drag on your client's wealth isn't the market — it's the tax bill you never talk about? Most advisors obsess over pre-tax returns, basis…
The Insight is Capital™ PodcastThe CIO's View: What Changed, What Held, What's Next? | Chhad Aul
For 20 years, Canadian investors collected three free gifts they never paid for -- and the bill may finally be arriving. In this episode of Insight Is Capital…
The Insight is Capital™ PodcastFrom Wall Street Executive to Financial Thriller Novelist | Kristine Delano
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…
The Insight is Capital™ PodcastThe Folly of Trusting Your Own Mind With Money | Dr. Preet Banerjee
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…
The Insight is Capital™ PodcastAnimal Spirits vs. The Seasonal Rotation Calendar | Brooke Thackray
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…
The Insight is Capital™ PodcastDavid Varadi: The Early Years of Retirement Are The Most Dangerous
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…
The Insight is Capital™ PodcastThe ETF Terrordome: Why 1 in 3 New Funds Will Never Survive
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 —…
The Insight is Capital™ PodcastShe Watches Billions in ETF Flows Every Day. What's Going On Behind the Screens?
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…
The Insight is Capital™ PodcastWhy Half a Million People Trust PWL Capital CIO, Ben Felix
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…
The Insight is Capital™ PodcastCanada's ETF Surge is Structural, not Cyclical | Ronald Landry
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…
The Insight is Capital™ PodcastAdriano Starinieri - No Filters, No Pitch, No Advisor
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…
The Insight is Capital™ PodcastJoe Canavan on Wealth, Risk, and Canada's Next Chapter
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…
The Insight is Capital™ PodcastHumble Process, Extraordinary Results—The Brian Belski Way
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…
The Insight is Capital™ PodcastThe Portfolio Nobody Told You to Build | Tony Dong
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…
The Insight is Capital™ PodcastPaisley Nardini Most Investors Have No Idea Their Portfolio is Missing This
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…
The Insight is Capital™ PodcastYou can't eat total return—the income investing playbook is being rewritten | Jillian Delsignore
Income investing has never offered more tools — covered call ETFs, buffer strategies, active fixed income, multi-asset funds — and yet most advisors are still…
The Insight is Capital™ PodcastThe Four Piston Portfolio: Why diversification needs an engine, not just a label
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…
The Insight is Capital™ PodcastHow CRM3 Turns Transparency into Your Biggest Competitive Advantage
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…
The Insight is Capital™ PodcastDaily Premiums, Smarter Income: The Case for ODTE Covered Calls in a Modern Portfolio with Nicolas Piquard
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…
The Insight is Capital™ PodcastDoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
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…
The Insight is Capital™ PodcastCole Smead: Manias, Margins, and the Case for Canadian Oil
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…
The Insight is Capital™ PodcastDan White-From AI Hype to Reality—Investing in the Great Acceleration
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…
The Insight is Capital™ PodcastPrivate Markets Are Reshaping Wealth-Are Canadian Portfolios Ready with Clay Khan
If institutional investors have already shifted toward global diversification and private markets, why are most retail portfolios still stuck in the past? In…
The Insight is Capital™ PodcastDennis Mitchell When Diversification Matters - The Case for Global Real Estate
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…
The Insight is Capital™ PodcastAI, Defense, and a New Private Markets Playbook with Ash Lawrence
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…
The Insight is Capital™ PodcastEnergy Copper and Gold ETFs and a World Running Out of Slack with Tony Dong
When commodities stop behaving like trades and start behaving like truth detectors, portfolios—and advisors—need to rethink everything. 🎙️ Episode Summary In…
The Insight is Capital™ PodcastWhy Millions of Canadians Never Make it to Financial Advice
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…
The Insight is Capital™ PodcastHow Pros Really Think About Risk, Probability, and Markets with Kris Abdelmessih
In this wide-ranging and intellectually rich conversation, host Pierre Daillie sits down with veteran options trader, market maker, and probabilistic thinker…
The Insight is Capital™ PodcastAGF's David Stonehouse: A Narrower Path Forward for Markets in 2026
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…
The Insight is Capital™ PodcastLeslie Alba: Positioning Portfolios Purposefully—Lessons from CIBC AM's $90B Head of Portfolio Solutions
Explore the evolving world of portfolio construction with Leslie Alba, CFA, CIBC Asset Management's $90-billion Head of Portfolio Solutions. Discover how to…
The Insight is Capital™ PodcastWealth as a Means, Not a Goal: Investing With Intention in a Polarized World with Tim Nash
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…
The Insight is Capital™ PodcastWealth Partnership and Purpose with Doug and Heather Boneparth
Featuring Heather & Douglas Boneparth, Founders, Bone Fide Wealth, authors of Money Together What really happens when love, money, ambition—and sometimes…
The Insight is Capital™ PodcastBuilding Portfolios That Never Say Sorry with Kinsted's Brent Smith
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…
The Insight is Capital™ PodcastThe Global ETF Boom and Upcoming Toronto ETFGI Global ETFs Summit with Deborah Fuhr
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…
The Insight is Capital™ PodcastInvestment Grade CLOs—A secure path to yield and resilience with Mark Jarosz
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…
The Insight is Capital™ PodcastRich Mindset vs. Poor Mindset—The Psychological Divide with Dr. Brad Klontz
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…
The Insight is Capital™ PodcastFuture-Proof Wealth: How First Avenue is Redefining Wealth Management Advice
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…
The Insight is Capital™ PodcastWhy EQ beats IQ in Wealth Management with Shana Sissel
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 Insight is Capital™ PodcastPeter Berezin: Is this the Wile E. Coyote moment for investors?
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…
The Insight is Capital™ PodcastPrivate Investments Come of Age - Opportunity and Balance Unlocked
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…
The Insight is Capital™ PodcastIlan Kolet | From US Exceptionalism to Canadian Realism Fidelity's Global Recalibration
“Things are priced for perfection—but the world isn’t perfect.” — Ilan Kolet What does it take to navigate a world where the U.S. is no longer the default safe…