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™ PodcastETFs, Advisors, and the Next Trillion: Inside the Minds of Two Industry Leaders
Canada invented ETFs — but how did they grow into a trillion-dollar force, and where are they headed next? Pierre Daillie sits down with BMO ETF leaders Alain…
The Insight is Capital™ PodcastCRM3 (TCR) - More than compliance - It's a chance to define your value
CRM3 (Total Cost Reporting) isn’t just another compliance box to check—it’s the biggest shift in cost transparency Canadian advisors have ever faced, and how…
The Insight is Capital™ PodcastAlfred Lee: Constructive But Cautious—Navigating the market's crosscurrents
In a market climbing a wall of worry, Alfred Lee, Deputy CIO at Q Wealth Partners, breaks down what’s really driving resilience in equities, the pitfalls of…
The Insight is Capital™ PodcastThe Sh*tty Leader Inside Us All: Mark Robinson's Lessons in Real Leadership
In this episode of 'Insight is Capital,' Mark Robinson, the 'sh*tty leadership guy', and founder of The Sh*tty Leadership Series, joins us for a terrific…
The Insight is Capital™ PodcastTop Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap with Ahmed Farooq
What do advisors do when markets feel like a giant game of Jenga—top-heavy, fragile, and unpredictable with every move? Ahmed Farooq, Senior VP and Head of ETF…
The Insight is Capital™ PodcastInside the Minds of Canadian Investors - Survey Findings Every Advisor Should Know with Sam Febbraro
🎯 "Investors Aren’t Just Asking ‘Will I Have Enough?’—They’re Asking ‘Will I Be Okay?’" In this episode of Insight is Capital, we're joined by Sam Febbraro…
The Insight is Capital™ PodcastCanada built the ETF—now it risks losing the industry to the U.S. — How CETFA means to reverse the trend
In this episode, Pierre Daillie sit down with Eli Yufest, Executive Director of The Canadian ETF Association (CETFA), for a sharp and revealing conversation…
The Insight is Capital™ PodcastInnovation and Trends in the Canadian ETF Market with Ronald Landry
Canadian ETFs are booming—and behind the scenes, a quiet revolution is reshaping how advisors and investors build smarter, more efficient portfolios. In this…
The Insight is Capital™ PodcastThe India Stack: The Case for Investing in India's Booming Tech Sector
The most important tech story of the decade isn’t in Silicon Valley—it’s unfolding in Mumbai, Delhi, and Bangalore. In Part 2 of our in-depth conversation…
The Insight is Capital™ PodcastEMQQ Global's Kevin Carter: A Serial Investech Pioneer Walks into Princeton University
🔥 You’ve heard of index funds… but what if the real revolution in investing started with fractional shares, a phone call to Dr. Burton Malkiel, and a vision…
The Insight is Capital™ PodcastElbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet
Summary In this timely episode of Insight is Capital, Pierre sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments, to unpack…
The Insight is Capital™ PodcastETF Views: Factors, Alts, Derivative Onions & Bugs with Tony Dong
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…
The Insight is Capital™ PodcastPaisley Nardini: Outlook—Time for Tail Risk Protection?
🔹 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…
The Insight is Capital™ PodcastSom Seif: Debunking Private Markets - Opportunities and Myths
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…
The Insight is Capital™ PodcastPrivate Markets: Opportunities and Risks in a Transitional Financial Landscape
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…
The Insight is Capital™ PodcastThe Power of Raising Literacy in Canada with Mélanie Valcin
📖 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…
The Insight is Capital™ PodcastPressing Investment Questions for 2025 with Ilan Kolet
📈 Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock—are we prepared for 2025? In this must-watch episode, Pierre…
The Insight is Capital™ PodcastThe 2025 Marketing Guide for Financial Advisors with Samantha Russell
In this episode, host Pierre Daillie dives into the essentials of marketing success with Samantha Russell, Chief Evangelist at FMG Suite. Samantha shares her…
The Insight is Capital™ PodcastRethinking Wealth: Unlocking the Power of Private Markets with Tony Davidow
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 Insight is Capital™ PodcastWomen and Alts: A Global Perspective with Barbara Stewart, CFA
In this episode of Insight is Capital, Pierre Daillie welcomes Barbara Stewart, CFA, a renowned global researcher, author, and former portfolio manager, to…
The Insight is Capital™ PodcastMario Cianfarani: Canadians love their advisors - but Gen Z and Millenials are shaking things up
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…
The Insight is Capital™ PodcastFidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2024. How?
Pierre welcomes back Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments. This episode delves into Ilan's expert analysis on U.S. and Canadian…
The Insight is Capital™ PodcastNBI's Martin Lefebvre: Q4 2024-2025 Market and Economic Outlook
In this episode of the Insight is Capital podcast, Pierre talks to Martin Lefebvre, Chief Investment Officer at National Bank Investments. They explore…
The Insight is Capital™ PodcastTodd Finkle: A Fresh Take on Warren Buffett
In this episode of Insight is Capital, Pierre welcomes Dr. Todd Finkle, esteemed Pigott Professor of Entrepreneurship at Gonzaga University and author of…
The Insight is Capital™ PodcastMutiny's Jason Buck on Taming Market Risk: Defense? How? Why Now?
In this episode of Insight is Capital, Pierre Daillie chats with Jason Buck, Chief Investment Officer at Mutiny Fund, to discuss defensive and offensive…
The Insight is Capital™ PodcastFactSet's Elisabeth Kashner – The Scoop: Deep ETF Trends Insights
In this conversation, Pierre Daillie interviews Elisabeth Kashner, Director of Global Funds Research, FactSet, about the trends and challenges in the ETF…
The Insight is Capital™ PodcastSom Seif Investment Review and Outlook - Positioning for Unclear Markets
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…
The Insight is Capital™ PodcastJoel Litman: Market Review and Outlook – "GAAP is not truth or reality" for investors
Join us on the Insight is Capital Podcast as we interview Joel Litman, Chief Investment Strategist at Valens Research, discussing insights into the current…
The Insight is Capital™ PodcastSteve Hawkins Returns: Innovation and the Future of ETFs
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…
The Insight is Capital™ PodcastNational Bank's Daniel Straus: Extraordinary ETF Insights, Outlook
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…
The Insight is Capital™ PodcastFidelity's Ilan Kolet: Investment Outlook–Harnessing Liquid Alternatives
Join Pierre Daillie and Ilan Kolet, Institutional Portfolio Manager, Global Asset Allocation Team at Fidelity Investments, as they explore the significant…
The Insight is Capital™ PodcastHow Unlimited's Bob Elliott is Making Hedge Funds Accessible to Everyone
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…
The Insight is Capital™ PodcastBrooke Thackray: Seasonal Rotation – Time to rotate?
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…
The Insight is Capital™ PodcastStarlight's Dennis Mitchell: Outlook 2024 – Diverse Bets for Uncertainty
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…
The Insight is Capital™ PodcastAubrey Basdeo: More Coupon, Less Duration
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…
