Insight is Capital™ Podcast

AdvisorAnalyst.com
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Insight is Capital™ Podcast

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

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

    1 DAY AGO

    Mario 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 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

    47 min
  2. Doomberg: Trump, Energy Policy and Geopolitical Uncertainty

    2 DAYS AGO

    Doomberg: Trump, Energy Policy and Geopolitical Uncertainty

    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?

    1h 24m
  3. Stop Competing with Markets! Do this instead - Larry Swedroe

    NOV 12

    Stop Competing with Markets! Do this instead - Larry Swedroe

    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.

    1h 25m
  4. Fidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2024. How?

    OCT 15

    Fidelity'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 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 also shares his experience and insight from the NABE conference and thoughts on the future of fiscal and monetary policy. Explore investment strategies and gain valuable perspectives on navigating today's markets.

    50 min
  5. NBI's Martin Lefebvre: Q4 2024-2025 Market and Economic Outlook

    OCT 9

    NBI'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 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, the potential for a soft economic landing, and the intricacies of the U.S. and Canadian housing markets. Additionally, Lefebvre delves into strategies for handling expected market volatility ahead of the U.S. election and the broader implications of global economic factors on investment strategies. The conversation provides valuable insights into asset allocation amid economic pressures and highlights the importance of a balanced investment approach in current markets.

    36 min
  6. Shana Sissel – From Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative Investments

    SEPT 24

    Shana Sissel – From Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative Investments

    In this episode of 'Raise Your Average,' co-hosts Pierre and Mike welcome Shana Orczyk Sissel, CEO at Banrion Capital Management. We explore Shana's 20-year journey in wealth management, her experience and insights on alternative investments, and the evolving landscape of the industry. Shana shares her personal story of transitioning from a career in sports management to finance, discussing the challenges and triumphs along the way. Our conversation gets into key trends and opportunities in the alternative space, including private equity, venture capital, and interval funds. Shana emphasizes the importance of differentiating and engaging clients through unique and personalized investment opportunities, from sports rights to fine art and beyond. With practical advice for advisors on how to integrate alternatives into client portfolios and the added benefits of working with experts, this episode offers a comprehensive look at making alternative investments accessible and appealing.

    1h 12m
  7. Todd Finkle: A Fresh Take on Warren Buffett

    SEPT 18

    Todd 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 '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 Buffett’s son, Pete, and his friendship with both he and Susie), of taking students to meet Warren Buffett in Omaha, to explore Buffett's investment philosophy, entrepreneurial spirit, and the lasting impact of Buffett's childhood during the Great Depression. The discussion highlights the influence of key figures like Charlie Munger and Phil Fisher in Buffett's life, the importance of critical thinking, and the value of surrounding oneself with supportive individuals. Dr. Finkle shares the challenges of writing his book and the invaluable lessons learned from Buffett's mistakes while providing unique insights about the importance to Buffett and Munger of avoiding toxic people and embracing continual, lifelong learning.

    1h 28m
  8. Macro Outlook and Defensive Investing Strategies with Bob Elliott

    AUG 15

    Macro Outlook and Defensive Investing Strategies with Bob Elliott

    Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the show. We discuss his 13 years experience at Bridgewater Associates (10 years as head of Ray Dalio's investment research team), and the lessons he learned from the Global Financial Crisis. We get into the more recent period of ecomomic upheaval, and today's macroeconomic landscape. Bob shares his unique take on diversification, dissecting inflation, interest rates, as well as, for example, the impact deglobalization and reshoring may have on the U.S. economy. We explore Unlimited Funds' innovative strategies of hedge fund-like replication that everyday investors can now access, at far lower cost than 2&20 strategies. Bob stresses the significance of balancing risk in portfolios. He also shares insights on managing portfolio volatility, behavioral economics, and disciplined trading practices, offering invaluable advice on market assumptions and investment management.

    1h 18m
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Ratings & Reviews

5
out of 5
3 Ratings

About

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

Information

  • Creator
    AdvisorAnalyst.com
  • Years Active
    2017 - 2024
  • Episodes
    189
  • Rating
    Clean
  • Copyright
    © 2016-2024 AdvisorAnalyst.com | All rights reserved.
  • Show Website
    Insight is Capital™ Podcast

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