Insight Is Capital™ podcast

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In Her Ellement

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Navigating Career Pivots and Grit with Milo’s Avni Patel Thompson 26:18

vor 28 Tagen26:18

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How do you know when it’s time to make your next big career move? With International Women’s Day around the corner, we are excited to feature Avni Patel Thompson, Founder and CEO of Milo. Avni is building technology that directly supports the often overlooked emotional and logistical labor that falls on parents—especially women. Milo is an AI assistant designed to help families manage that invisible load more efficiently. In this episode, Avni shares her journey from studying chemistry to holding leadership roles at global brands like Adidas and Starbucks, to launching her own ventures. She discusses how she approaches career transitions, the importance of unpleasant experiences, and why she’s focused on making everyday life easier for parents. [01:26] Avni's University Days and Early Career [04:36] Non-Linear Career Paths [05:16] Pursuing Steep Learning Curves [11:51] Entrepreneurship and Safety Nets [15:22] Lived Experiences and Milo [19:55] Avni’s In Her Ellement Moment [20:03] Reflections Links: Avni Patel Thompson on LinkedIn Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn Ipsos report on the future of parenting About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…

Insight is Capital™ Podcast

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The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.

198 Episoden

#Trading #Entrepreneur #News Talk #Business #News #Pierre Daillie

Insight is Capital™ Podcast

updated vor 4 Tagen

Serie-Home•Feed

The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.

198 Episoden

#Trading #Entrepreneur #News Talk #Business #News #Pierre Daillie

Alle Folgen

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Return Stacking: Diversification Without Sacrifice 1:02:06

vor 4 Tagen1:02:06

1:02:06

Is it possible to enhance diversification without sacrificing returns? In this episode of Raise Your Average, Pierre Daillie sits down with Rodrigo Gordillo of ReSolve Asset Management and Corey Hoffstein of Newfound Research to discuss the game-changing concept of return stacking and the launch of the Return Stacked Global Balanced & Macro ETF (RGBM) —now listed on the Toronto Stock Exchange. Discover how this capital-efficient and tax-efficient strategy allows investors and advisors to stack returns from systematic macro strategies on top of a traditional 60/40 portfolio—all without selling core assets. Packed with institutional insights, behavioral solutions, and a dose of ETF innovation, this conversation reveals how ReturnStacked® ETFs is democratizing strategies once exclusive to pension funds and hedge funds. ⏱️ Chapters (Timestamps) 0:00 - Intro: Why diversification doesn’t need to mean sacrifice 2:52 - Genesis of Return Stacking: Portable alpha reborn 6:45 - Institutional proof: The Delta Pension Plan case study 11:50 - Solving line item risk & behavioral drag 14:35 - "A spoonful of sugar helps the diversification go down." 17:30 - Kitchen vs. Solarium: Pierre’s investing metaphor 20:00 - Defensive leverage vs. LICE (Leverage that's Illiquid, Concentrated, Excessive) 22:30 - Inside RGBM: Structure & allocation explained 26:00 - Three implementation strategies for RGBM 32:00 - Why use RGBM as a return enhancer 36:00 - "Why are we playing the game on hard mode?" 41:30 - Systematic macro: strategy, structure, and why now 47:50 - The power of long-term structural un-correlation 52:00 - Return stacking vs. alpha chasing in equity markets 58:00 - Triple Alpha: Strategy Alpha, Structural Alpha, Tax Alpha 1:00:00 - Closing thoughts & how to learn more 🔗 Resources & Links 📘 Learn more about RGBM ETF 📚 Explore the Systematic Macro Research library 📰 Read more from ReSolve Asset Management 🧠 Newfound Research insights Copyright © AdvisorAnalyst #ReturnStacking #RGBM #ETFInvesting #CapitalEfficiency #SystematicMacro #AlternativeInvestments #PortfolioDiversification #FinancialAdvisors #BehavioralFinance #InvestingStrategies #RaiseYourAverage…

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ETF Views: Factors, Alts, Derivative Onions & Bugs with Tony Dong 35:56

vor 6 Tagen35:56

35:56

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 underappreciated core portfolio strategies like the "cockroach portfolio." Tony pulls back the curtain on everything from buffer ETFs and zero-day options to smart beta, tax efficiency, and how to write an investment policy statement that keeps you grounded when FOMO strikes. You’ll learn: What to watch out for in private market ETFs like PRIV and XOVR The performance gap between growth and value ETFs—and what to do about it Why simplicity beats complexity in volatile markets How the “cockroach portfolio” can deliver long-term resilience The importance of resisting shiny object syndrome with new ETF launches Chapters & Timestamps: 00:00 – Risk in Private Credit ETFs: A Sanity Check 01:45 – Tony Dong’s Background: From Risk Manager to ETF Expert 03:50 – Market Outlook: Why Allocators Are Skittish in 2024 05:00 – Growth vs. Value ETFs: Are Investors Missing the Point? 08:00 – The Better Way to Access Factor Investing 10:30 – Risks and Red Flags in Private Market ETFs (PRIV, XOVR) 14:30 – Authority Bias and Fund Due Diligence 16:45 – Best New ETF Launches: Canada vs. US 18:50 – Derivative-Based and Zero-DTE ETFs: Caution Required 20:15 – Liquid Alternatives and Bridgewater’s All Weather ETF 22:25 – Return Stacking and Trend Following Strategies 23:45 – The Problem with “1+1” S&P 500 + Bitcoin ETFs 25:00 – Buffer ETFs Explained: Training Wheels for Risk-Averse Clients 27:00 – Why You Need an Investment Policy Statement 29:00 – Building the Cockroach Portfolio: Resilience First 32:00 – The Psychology of Staying Invested 34:00 – Where to Find Tony Dong and His Research Featured Guest: Tony Dong – Founder, ETF Portfolio Blueprint Lead ETF Analyst, ETF Central Website: https://etfportfolioblueprint.com LinkedIn: Tony Dong on LinkedIn…

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The ETF Industry's Hidden Risks with Dave Nadig 1:29:30

vor 11 Tagen1:29:30

1:29:30

Is Wall Street turning investing into a casino? Dave Nadig reveals the hidden cracks in the ETF system, the explosive risks no one’s prepared for, and what financial advisors must understand before it’s too late. The ETF market has never been more innovative—or more dangerous. In this controversial conversation, industry veteran Dave Nadig breaks down the evolution of financial markets, the rise of speculative ETF products, and why unchecked leverage in the options market could be the next major financial disaster. Nadig also highlights Canada’s unique role in ETF innovation, the psychological battle between retail FOMO and institutional stability, and why financial advisors need to filter out the "black hats" from the "white hats" in today's investing world. This is a must for investment professionals, advisors, and anyone trying to navigate an increasingly chaotic financial landscape. Chapters 0:00 – The ETF Industry’s Hidden Risks 1:21 – Canada vs. U.S.: Who Leads in ETF Innovation? 3:32 – Financial Chaos: Why Markets Feel Like a Circus 4:34 – The Power Play Behind Market Volatility 9:51 – Black Hats vs. White Hats: The Real ETF Battle 14:29 – Retail Speculation: A Dangerous Game? 17:13 – Why Passive Investing Still Wins (For Now) 26:15 – How to Survive as an Advisor in a Speculative Market 39:55 – The ETF Market’s Next Big Blow-Up 48:58 – Are Financial Regulators Being Dismantled? 53:40 – The ‘Buy The Dip’ Mentality: Will It Ever Break? 1:05:04 – Final Takeaways for Investors & Advisors #Investing #ETF #Finance #Markets #WallStreet #FinancialAdvisors #PassiveInvesting #StockMarket #OptionsTrading #RiskManagement #Trading #WealthManagement #InvestSmart…

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Paisley Nardini: Outlook—Time for Tail Risk Protection? 1:00:28

vor 13 Tagen1:00:28

1:00:28

🔹 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 Management , to break down the rise of alternative investments, the return of diversification, and how to navigate today's unpredictable markets. They tackle the evolving role of derivatives, flow-driven investing, and the institutional strategies now accessible to advisors. Paisley shares her insights on market cycles, interest rates, geopolitical risks, and how to hedge against uncertainty without making high-conviction bets that could wreck your returns. If you’re an advisor looking for smarter ways to manage risk and capture new opportunities, this episode is packed with insights you can’t afford to miss. 📌 Chapters & Timestamps: 0:00 - What is Flow-Driven Investing? Unlocking institutional alpha for advisors 1:37 - Introduction 2:16 - Meet Paisley Nardini —From equity analytics to multi-asset strategy 5:06 - Why Fixed Income Isn’t “Boring” The real driver behind macro trends 10:47 - The ETF Revolution How rule changes reshaped portfolio diversification 11:58 - The Noise Problem Separating innovative investing from speculation 15:49 - Hedging for Tail Risk Using derivatives for capital-efficient protection 20:13 - The FOMO Dilemma Why one group of investors is missing the big picture 26:21 - Where Are Rates Headed? The advisor divide on higher-for-longer vs. duration bets 30:38 - Riding the Edge of Chaos The thin ice we’re skating on in today's markets 33:53 - Market Outlook for 2025 Why the game has changed for growth & earnings 36:05 - Correction or Collapse? What’s really happening under the market’s surface 38:15 - Hard Assets & Inflation Commodities, gold, and the hidden drivers of price action 42:28 - True Diversification The difference between academic & structural returns 47:32 - Breaking the 60/40 Model How advisors should adapt their portfolios now 50:24 - Avoiding Costly Mistakes Why gradual changes beat high-conviction bets 55:26 - How to Implement Change The ETF solutions making diversification seamless 58:49 - Final Takeaways The key to building resilient, forward-looking portfolios #Investing #FinancialAdvisors #PortfolioManagement #ETFs #AlternativeInvestments #Derivatives #MarketOutlook #InterestRates #StockMarket #InvestmentStrategy #TailRiskHedging #WealthManagement #Diversification #HedgeFunds #FinancialMarkets…

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Som Seif: Debunking Private Markets - Opportunities and Myths 51:56

vor 20 Tagen51:56

51:56

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 accessible to retail investors, debunks myths about risk and illiquidity, and outlines how these assets can enhance diversification, generate uncorrelated returns, and offer a more stable investment experience. Finally, we delve into how private sub-advisor managers like Apollo, Pantheon, and BlueRock are taking a significant role in democratizing access to these private market opportunities. 01:22 – Introduction: Debunking Private Markets 01:39 – Opening Disclaimer 01:58 – The State of Markets in 2025: Uncertainty & Opportunity 04:50 – Emotions vs. Rational Investing: Avoiding Reactionary Mistakes 09:17 – Why Private Markets Matter Now More Than Ever 10:04 – The Rise of Private Investments for Retail Investors 14:56 – Breaking the Myth: Institutional vs. Retail Access 16:58 – How Private Market Investments Are Being Democratized 21:03 – The Role of Private Assets in Portfolio Construction 23:34 – Private Equity: The Strategic Edge Beyond Public Markets 29:26 – Private Credit: A Rising Opportunity Amid Bank Retrenchment 33:55 – The Convergence of Private Equity & Private Credit 37:41 – Addressing Liquidity Concerns in Private Market Investing 45:27 – Purpose Investments’ Approach to Private Market Accessibility 47:48 – What Advisors Need to Know About Private Markets 49:79 – Final Takeaways: A Call to Reevaluate Private Investments #PrivateMarkets #AlternativeInvestments #PrivateEquity #PrivateCredit #RealEstate #PortfolioManagement #WealthManagement #InstitutionalInvesting #InvestmentStrategy #FinancialMarkets…

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Private Markets: Opportunities and Risks in a Transitional Financial Landscape 51:07

vor 25 Tagen51:07

51:07

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, we are joined by Ash Lawrence , Head of AGF Capital Partners, to unpack the evolving world of private equity, private debt, and absolute return strategies . We discuss: The impact of rising and falling interest rates on alternative strategies The growth of private credit as banks tighten lending The role of continuation vehicles in private equity How alternative investments can enhance returns and mitigate risk What the Trump administration’s policies mean for markets The increasing institutional and retail adoption of alternatives As markets face volatility and uncertainty, alternative investments offer new ways to build resilient, high-performing portfolios. Don't miss this deep dive into the future of alternatives with insights from one of the industry's top experts. Subscribe for more exclusive insights on markets, investments, and strategies that shape the financial world. #PrivateEquity #PrivateDebt #HedgeFunds #Investing #AlternativeInvestments #Finance #WealthManagement #Markets #AGF #PrivateMarkets #EconomicTrends #FamilyOffices #FixedIncome #MultiStrategy #InvestmentTrends…

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The Power of Raising Literacy in Canada with Mélanie Valcin 42:06

vor 7 weeks42:06

42:06

📖 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 and how it affects employment, health, and civic engagement ✅ The $50+ billion GDP boost that raising literacy levels by just 1% could create ✅ How United for Literacy is helping individuals overcome barriers and unlock new opportunities ✅ The vital role of financial literacy in economic empowerment ✅ Ways YOU can help make a difference 🎲 Join us for " Game Night for Literacy " on March 5, 2025! 📍 Arcadian Loft, Toronto This fun-filled fundraising event will bring together leaders from the financial industry to support literacy programs across Canada. Play Scrabble, Trivia, Taboo, and more—while making a meaningful impact. 🔗 Get your tickets now! 👉 gamenightforliteracy.ca 👥 Want to get involved? Volunteer, donate, or learn more at unitedforliteracy.ca 🔔 Subscribe for more insightful conversations with thought leaders shaping the future of finance and society. #UnitedForLiteracy #GameNightForLiteracy #FinancialLiteracy #EducationMatters #RaiseTheBar #InsightIsCapital #AdvisorAnalyst #Podcast #LiteracyMatters #Impact #GameOnForLiteracy…

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Pressing Investment Questions for 2025 with Ilan Kolet 56:19

vor 8 weeks56:19

56:19

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 Canadian exports? Is the Canadian dollar heading for a collapse? Why are U.S. equities still the best game in town? Have investors misunderstood the bond market? Should portfolios brace for a new investment paradigm? "A 25% tariff on Canadian exports could trigger as much as a 6% GDP shock, a 3% surge in inflation, and send the Canadian dollar plummeting to 52 cents." — Ilan Kolet Episode Highlights & Timestamps 00:00:00 Intro & Welcome – Kicking off 2025 with uncertainty 00:02:00 A Market on Fire – Why a balanced portfolio returned 20% in 2024 00:03:00 The Elephant in the Room: Political Instability & Tariffs 00:07:00 Canada’s Hidden Economic Weakness & The BoC's Dire Post-Tariff Simulation 00:13:00 Inflation or Deflation? What a Shock Would Mean for Investors 00:18:00 Are Investors Front-Running Inflation? 00:22:00 Positioning for Uncertainty: How to Build Resilience into Portfolios 00:27:00 The Bond Market Paradox: Higher for Longer? 00:30:00 Why U.S. Equities Are Still the Best Bet in 2025 00:36:00 Rate Cuts: Canada Has to Cut, The Fed Wants to Cut 00:42:00 Will the Canadian Dollar Go On Sale? 00:49:00 The Rise of Alternatives & Why They’re Critical in This Market 00:54:00 The ‘Magic’ of Portfolio Construction in Volatile Markets 00:55:00 Closing Thoughts – An Elegant Solution for Complex Markets ***** Get Fidelity's latest whitepaper: 11 Questions into 2025 ***** Listen to the full episode and get ahead of 2025’s biggest investment challenges! #Markets #Investing #Finance #Economy #InterestRates #PortfolioManagement #WealthManagement #Stocks #Bonds #Canada #USMarkets #Alternatives #Fidelity #Tariffs #MacroEconomics…

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The 2025 Marketing Guide for Financial Advisors with Samantha Russell 51:05

vor 9 weeks51:05

51:05

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 Why a digital presence is non-negotiable in the era of $30 trillion in millennial-controlled assets. The importance of niche marketing and standing out in a crowded marketplace. Strategies to Build a High-Converting Website The 5-second rule: how to grab visitor attention and convert leads fast. Creating engaging, hyper-targeted content that speaks directly to your ideal client. The Role of AI and Social Search in Advisor Marketing How tools like ChatGPT and TikTok are transforming how clients find advisors. Practical tips for staying ahead in the AI-driven search era. Leveraging LinkedIn for Business Growth Proven techniques for building meaningful professional relationships. Why comments are the secret sauce to LinkedIn success. Events That Drive Engagement Memorable online and in-person event ideas that keep prospects talking. Tips to host impactful webinars and fun client gatherings. The Power of Video Marketing How short, authentic videos can build trust and expand your reach. Creative ideas for content that resonates with clients and prospects. 📘 Resource Spotlight: 👉 FMG 2025 Marketing Guide for Financial Advisors Discover 31 pages of actionable marketing strategies tailored for advisors. 📥 Download it here: 2025 Marketing Guide for Financial Advisors ✨ Key Takeaways: Always be specific: Your marketing should attract the right clients while repelling the wrong ones. Consistency is key: From your social media handles to your messaging, keep it unified. Build relationships, not just sales: Always be opening new conversations, not just closing deals. Embrace video: Show your face, share your voice, and let clients see the real you. 🎙️ About Samantha Russell: Samantha Russell is a marketing trailblazer with a passion for empowering advisors to excel in a competitive digital landscape. As Chief Evangelist at FMG Suite, Samantha has transformed how advisors approach growth through modern tools, strategies, and expertise. 📍 Connect with Samantha: LinkedIn: Samantha Russell FMG Suite: fmgsuite.com…

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Are Markets overestimating 2025 Investment Opportunities with Aahan Menon 1:44:39

vor 10 weeks1:44:39

1:44:39

What does 2025 have in store for investors? Join us as we dive deep into the markets, macroeconomics, and the evolving landscape of risk and opportunity with Aahan Menon, Founder and CEO of Prometheus Research. In this special kickoff-to-2025 episode of Raise Your Average, Aahan breaks down his systematic and probabilistic approach to navigating today’s unpredictable economic environment, shares his investment outlook, as well as asset allocation. You may be surprised. Key Insights: Macro Trends for 2025: How growth, inflation, and interest rates are setting the stage for the year ahead. Managing Risk: Why a systematic framework is essential in a time of elevated uncertainty. Market Narratives Unpacked: The disconnects between popular sentiment and economic data. Probabilities, Not Predictions: How Prometheus Research quantifies risk and uncovers market opportunities in real time. Actionable Takeaways: Prometheus' 4 ETF portfolio model, for investors looking to stay ahead of the curve in a rapidly shifting environment. Quote of the Episode: "Investing today isn’t about certainty—it’s about managing probabilities in a world of growing complexity." – Aahan Menon Chapters: 00:00 Introduction and Guest Welcome 01:19 Ahan Menon's Investment Framework 01:58 Market Dynamics and 2024 Review 05:48 Economic Indicators and Forecasts 10:21 Interest Rates and Economic Impact 24:51 Liquidity Conditions and Market Implications 46:52 Manufacturing Sector Challenges 53:15 Challenges in the Manufacturing Sector 53:26 Impact of Borrowing and Leverage 53:58 Wage Costs and Interest Burden 54:46 Investment and Borrowing Trends 56:10 Commodity Market Dynamics 58:02 Alpha Portfolio Strategies 01:01:38 Manufacturing and Economic Growth 01:03:53 Recession Indicators and Economic Slowdown 01:11:29 Real Estate Sector Analysis 01:17:14 Signal Strength and Portfolio Allocation 01:21:34 Bond Market Insights 01:31:58 Commodity Market Outlook 01:36:12 Asset Allocation - What to do now 01:43:40 Conclusion and Final Thoughts Stay Ahead of the Curve: Subscribe to Raise Your Average for more market insights, expert interviews, and actionable strategies to elevate your investing game. Connect with Us: Follow Aahan Menon on Linkedin Prometheus Research on Substack ReSolve Asset Management Mike Philbrick on Linkedin #Investing2025 #RaiseYourAverage #MarketInsights #EconomicOutlook #PrometheusResearch…

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Rethinking Wealth: Unlocking the Power of Private Markets 59:17

vor 16 weeks59:17

59:17

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, private credit, and private real estate are transforming portfolio construction, offering uncorrelated returns, greater diversification, and resilience during market downturns. Tony demystifies the illiquidity premium, highlights the growing role of secondaries, and explains why advisors must embrace alternatives to meet client expectations in today’s financial ecosystem. Key Topics • Rethinking the 60/40 Portfolio: Why traditional strategies are no longer enough in today’s volatile markets. • Private Markets for All: The innovations democratizing access to private investments. • Illiquidity as a Feature: Why patience is key to unlocking higher returns. • The Secondary Market Boom: Shorter J-curves and better diversification for private equity investors. • Enhancing Advisor Value: How mastering alternatives strengthens client relationships and retention. Chapters 0:00 - Welcome & Introduction 2:00 - The End of Easy Money: 2022’s Portfolio Wake-Up Call 6:30 - Tony’s Career & The Power of Private Assets 11:45 - Demystifying Private Market Accessibility 16:00 - Structuring Portfolios: Growth, Income, and Diversification 21:00 - Overcoming Client Hesitations Around Alternatives 26:00 - The Hidden Opportunities in Private Markets 34:00 - Illiquidity: A Feature, Not a Bug 42:00 - The Growing Role of Secondaries in Private Equity 47:00 - Trends Shaping Private Markets Over the Next Decade 55:00 - Closing Thoughts & Where to Find Tony Links & Resources • Tony Davidow on LinkedIn: Link • Franklin Templeton Alternatives - Canada: Link • Franklin Templeton Institute’s Alts Knowledge Hub: Link • Tony’s Book: Private Markets: Building Better Portfolios with Private Equity (Coming February 2024). #PrivateMarkets #AlternativeInvestments #PortfolioConstruction #WealthManagement #PrivateEquity #PrivateCredit #RealEstateInvesting #InvestmentStrategies #FinancialAdvisors #TonyDavidow Copyright © AdvisorAnalyst…

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Women and Alts: A Global Perspective with Barbara Stewart, CFA 31:16

vor 18 weeks31:16

31:16

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 alternative assets. Barbara shares insights from her extensive interviews with 52 global finance leaders, highlighting the need for improved information, network access, and inclusive marketing strategies. She emphasizes the importance of tailored marketing approaches and encourages women to begin investing, stressing the significance of understanding risks and making informed decisions. You can download the entire enlightening research report (and guide), full of detailed and universally practical tips and insights into the blossoming market for alternative investments, below. Chapters 00:00 Introduction 00:19 Welcoming Barbara Stewart 01:22 Barbara's Career Journey 03:37 Inspiration Behind the White Paper 06:05 Key Findings and Barriers 15:08 Strategies to Attract Women (and Men) to Alts 20:17 Future Trends and AI Impact 27:31 Advice for Women Interested in Alts 28:33 Conclusion and Acknowledgements Copyright © AdvisorAnalyst, Barbara Stewart, Kensington Capital Partners…

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Mario Cianfarani: Canadians love their advisors - but Gen Z and Millenials are shaking things up 46:36

vor 19 weeks46:36

46:36

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 reveals the generational shift towards online brokerages among younger investors aged 18 to 34, who at the same time have a desire access to an investment professional, frequent communication and personalized financial planning - a hybrid model. Key topics include trust issues among younger investors, the value of advice beyond investment performance, and strategies for advisors to engage with the next generation of clients effectively. Chapters 00:00 Introduction and Disclaimer 00:20 Overview of Vanguard Canada's Value of Advice Survey 00:41 Key Findings: Client Satisfaction and Online Brokerages 01:35 Generational Differences in Financial Advice 05:27 Trust Issues Among Younger Investors 12:02 The Role of Advisors in Life Events 24:12 Building Relationships with Younger Clients 28:16 Communication Strategies for Advisors 36:06 Perceptions of Financial Advisors' Value 44:29 Conclusion and Final Thoughts Copyright © AdvisorAnalyst…

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Doomberg: Trump, Energy Policy and Geopolitical Uncertainty 1:23:40

vor 19 weeks1:23:40

1:23:40

In this episode, Richard and Pierre are joined by the brilliant and always-provocative Doomberg. Known for slicing through political and energy-market noise with precision, Doomberg unpacks the seismic shifts rippling across the globe following the U.S. election. From the resurrection of "Drill, Baby, Drill" to the strategic chessboard of Big Tech’s nuclear ambitions, Doomberg delivers his signature contrarian takes on the interplay of energy, geopolitics, and the economy. Are we entering an era of “energy independence” under Trump 2.0, or is the green agenda facing its biggest existential test yet? Key Topics We Cover: 📉 Why "Drill, Baby, Drill" might spell doom for energy equities but a windfall for supply. ⚛️ The real path forward for nuclear energy in a tech-driven future. 🛢️ How America’s hydrocarbon bounty could reshape foreign policy—and why Europe should brace itself. 🤝 The shifting power dynamics in BRICS and why Brazil’s Lula might be playing 4D chess. 🌐 Why geopolitics is veering toward a dangerous game of brinkmanship across Taiwan, Israel, and Ukraine. Best Quote: "Industrial might is a derivative of energy abundance. Let’s rebuild domestic industry. Energy is life; the absence of it is death." – Doomberg Hit PLAY now to dive into one of the most insightful energy and geopolitical discussions of the year! Chapters: 0:00 - Intro 3:45 - Trump’s Return: What it Means for Energy 15:30 - Big Tech’s Nuclear Gamble 23:00 - BRICS, Brazil, and the U.S. Pivot to the Western Hemisphere 35:00 - Middle East Flashpoints: Israel vs. Iran 45:00 - Taiwan’s Energy Crisis and Lessons from Germany Don’t forget to like, subscribe, and turn on notifications for more hard-hitting conversations. #EnergyCrisis #Geopolitics #Doomberg #TrumpEnergyPolicy #BigTech #NuclearPower #GreenEnergy #OilAndGas #BRICS #AdvisorAnalyst Share your thoughts in the comments below—what's your take on the future of energy under Trump? Copyright © Raise Your Average, AdvisorAnalyst…

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Stop Competing with Markets! Do this instead - Larry Swedroe 1:25:06

vor 20 weeks1:25:06

1:25:06

In this episode Pierre and Adam sit down with Larry Swedroe, well-known expert in evidence-based investment strategies and former CIO at Buckingham Wealth Partners. They get into Larry's views on market forecasting, why investors should ignore short-term predictions, and the importance of building resilient and hyper-diversified portfolios to mitigate market risks. Swedroe emphasizes the inefficiency of individual stock selection and market timing, advocating instead for systematic, rule-based investment strategies. Additionally, he offers insights into the historical performance of various asset classes and how to think about risk in portfolio construction. 00:00 Introduction and Disclaimer 00:27 Welcoming Larry Swedroe 00:38 Larry's Background and Expertise 01:00 The Importance of Forecasting 02:11 Larry's Take on Market Predictions 04:12 Challenges in Economic Forecasting 07:03 Investment Strategies and Market Risks 12:07 The Value of Diversification 22:40 Key Investment Principles 33:13 The Importance of Staying the Course 44:35 Exploring Portfolio Diversification 45:39 The Importance of Education in Investing 47:28 Understanding Risk and Asset Allocation 49:11 The Role of Alternatives in a Diversified Portfolio 56:03 Behavioral Finance and Investor Psychology 59:46 Advising Clients on Investment Strategies 01:05:23 The Significance of Diversification 01:23:06 Final Thoughts and Personal Reflections ***************************** Where to find Larry Swedroe ***************************** Larry Swedroe on X (@larryswedroe) Larry Swedroe on Linkedin #InvestmentStrategies, #MarketRiskManagement, #PortfolioDiversification, #AlternativeInvestments, #LarrySwedroe, #StockMarketInsights Copyright © AdvisorAnalyst…

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