Insight is Capital™ Podcast

AdvisorAnalyst.com
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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.

  1. AI is Splitting the Market - The Hidden Winners Beyond NVIDIA with Ivana Delevska

    6D AGO

    AI is Splitting the Market - The Hidden Winners Beyond NVIDIA with Ivana Delevska

    AI isn’t just about Nvidia anymore — it’s quietly rewiring the entire industrial economy, and most investors don’t even realize where the real money will be made. In this episode of Raise Your Average, hosts Pierre Daillie and Mike Philbrick sit down with Ivana Delevska, Founder and CIO of Spear Advisors, to unpack how AI is splitting the market — creating massive dispersion between winners and losers — and why passive index exposure may no longer be enough. While most investors believe they’re diversified through Nasdaq or S&P 500 index funds, Delevska explains that passive exposure is heavily concentrated in mega-cap hyperscalers. The real opportunity, she argues, lies deeper in the AI value chain — in networking, optical components, semiconductor capital equipment, electrification, cybersecurity infrastructure, and even space. This conversation goes beyond the hype cycle. Delevska outlines why AI CapEx — projected to reach $600B this year — is fundamentally different from past tech cycles. The sheer dollar magnitude is forcing multi-year infrastructure buildouts, creating 10-year visibility rather than the traditional 3–5 year tech cycle. Yet while hardware beneficiaries remain durable, SaaS and application-layer companies face real disruption risk as AI-native competitors rapidly reshape the software landscape. For investors, this isn’t about abandoning mega-cap tech — it’s about understanding dispersion. In an AI-driven world, alpha will increasingly come from identifying where capital is flowing, how physical constraints shape adoption, and which companies sit at the most critical points in the industrial tech stack. 🔑 3 Key Takeaways1️⃣ Passive Exposure Isn’t True AI DiversificationOwning the Nasdaq or S&P 500 mostly means owning hyperscalers. The broader AI opportunity extends into semiconductor equipment, optical networking, power infrastructure, cybersecurity, and industrial tech — areas largely underrepresented in passive indices. 2️⃣ AI CapEx Is Structurally Different This TimeWith hyperscalers spending ~$600B annually, the infrastructure buildout has 10-year visibility due to land, power, and supply constraints. This isn’t a short tech cycle — it’s a physical industrial transformation. 3️⃣ Massive Dispersion = Massive Alpha PotentialAI will create both winners and losers. Hardware suppliers and infrastructure players may benefit from durable demand, while legacy SaaS and application companies risk disruption. Stock selection and disciplined process matter more than ever. ⏱️ Timestamped Chapters00:00 – Introduction & Why This Conversation Matters 02:00 – $600B in AI CapEx: Where Is the Money Going? 04:00 – Why Industrial Tech Was Underinvested for 15 Years 07:00 – The Myth of Diversification in Passive AI Exposure 12:00 – Networking, Optical, Semi Cap Equipment: Hidden Winners 16:00 – SaaS Under Pressure: AI Disruption in Software 19:00 – Spear’s Mental Model for Navigating the AI Stack 22:00 – Space, Electrification & Defense as AI Enablers 31:00 – The Physical World Bottleneck: S-Curves vs J-Curves 33:00 – Dispersion, Alpha & Why Active Management Matters 48:00 – Behavioral Mistakes Investors Make in Tech Cycles 51:00 – What Could Break the AI Thesis? 54:00 – Closing Thoughts & SPEAR ETF (SPRX) #AIInvesting #ArtificialIntelligence #StockMarket #TechStocks #Semiconductors #IndustrialTech #Cybersecurity #DataCenters #ActiveManagement #ETFInvesting #GrowthStocks #SPRX #LongTermInvesting #InvestmentStrategy #RaiseYourAverage Copyright © AdvisorAnalyst.com

    56 min
  2. Dennis Mitchell When Diversification Matters - The Case for Global Real Estate

    FEB 18

    Dennis 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 estate has sat in what Pierre Daillie calls “the penalty box” — weighed down by rising rates, skepticism, and falling valuations. Yet beneath the headlines, fundamentals never broke. In this episode of Insight Is Capital, Pierre sits down with Dennis Mitchell, CEO and CIO of Starlight Capital, to unpack why global real estate may be one of the most misunderstood — and potentially asymmetric — opportunities in today’s market. Mitchell argues that the most important change in global real estate “has nothing to do with global real estate.” Instead, it’s about opportunity cost. With the S&P 500 trading north of 24x earnings and the “Mag 7” representing more than 30% of the index, investors face rising concentration risk — amplified by passive flows. Meanwhile, publicly traded REITs in North America have traded at discounts of up to 30% to net asset value, even as supply-demand fundamentals strengthen across key sectors like seniors housing, data centers, industrial, and cell towers. Mitchell breaks down real estate returns into three drivers — yield, growth, and multiple expansion — and explains why today’s combination of 4–6% yields, 3–7% internal growth, and potential mean reversion creates a compelling setup. From demographic tailwinds in seniors housing to AI-driven infrastructure demand for data centers and towers, this conversation reframes real estate not as a rate-sensitive trade — but as a disciplined, supply-demand story hiding in plain sight. 🎯 3 Key Takeaways1️⃣ The Real Estate Story Isn’t About Rates — It’s About Opportunity CostWith equity multiples elevated and passive concentration at historic highs, the opportunity cost of not diversifying into real estate has increased materially. Concentration + passive flows + stretched multiples = asymmetric portfolio risk.2️⃣ Fundamentals Are Strong Where Supply Is ConstrainedAcross sectors like seniors housing, industrial, data centers, and towers, resilient demand meets limited supply. In Canada alone, for example, vis-à-vis seniors housing: The 70+ population is set to double by 2035~200,000 additional seniors housing units will be neededNo decade has delivered more than 73,000 unitsThat gap matters. 3️⃣ Real Estate Offers a Three-Engine Return Profile Mitchell outlines three sources of return: Add it together, and real estate may offer predictable double-digit total return potential — with diversification benefits. ⏱️ Timestamped Chapters02:30 – Volatility, geopolitics, and the reality of today’s markets 03:38 – S&P 500 concentration risk & passive investing concerns 07:58 – Interest rates vs. supply and demand fundamentals 10:05 – Why seniors housing may have the strongest fundamentals globally 13:17 – Public vs. private markets: pricing inefficiencies and diligence 14:55 – REIT privatizations & valuation gaps 18:34 – The three drivers of real estate returns: yield, growth, multiples 20:52 – AI “picks and shovels”: data centers & cell towers 22:40 – What Dennis is watching in 2026: fund flows & M&A If markets have rewarded concentration for the past decade, this episode asks the harder question: What happens when the cycle shifts — and diversification starts to matter again?  #GlobalRealEstate#REITInvesting#Diversification#IncomeInvesting#PortfolioStrategy#PassiveInvestingRisk#SeniorsHousing#DataCenterREIT#AITechnologyInfrastructure#MarketConcentration#StarlightCapital#InvestmentPodcast

    25 min
  3. Energy Is Destiny: War, China, Gold, Canada & the 60/40 Era

    FEB 13

    Energy Is Destiny: War, China, Gold, Canada & the 60/40 Era

    If energy is destiny and stockpiles signal intent, then this episode may completely change how you see oil, gold, China, Canada—and your portfolio. In this high-conviction macro deep dive, hosts Pierre Daillie and Mike Philbrick sit down with returning guest Doomberg to dismantle the comfortable narratives investors use to understand energy, geopolitics, and portfolio construction. Doomberg reframes the global order through a resource-first lens: energy is destiny, stockpiles signal intent, and technology is rewriting the rules of commodities. From Venezuela and Guyana to China’s war rations, from shale’s molecular revolution to Saskatchewan’s overlooked strategic wealth, this episode challenges the assumptions underpinning the traditional 60/40 portfolio. If the last 50 years were defined by efficiency, globalization, and financialization, the next regime may be defined by resilience, reshoring, and resource leverage. This is not just a discussion about oil. It’s about power. 🔑 3 Key Takeaways 1. Energy Is No Longer “Just Oil” Shale has fundamentally changed hydrocarbon markets. Crude oil, natural gas, and natural gas liquids are co-produced — meaning price signals can no longer be analyzed in isolation. • What CNBC calls “oil” is no longer just crude. Natural gas arbitrage, LNG flows, and AI-driven electricity demand are quietly reshaping global pricing dynamics. 2. The World Is Quietly Re-IndustrializingDoomberg argues we are witnessing a regime shift: • Deflationary outsourcing → inflationary reshoring • Strong dollar orthodoxy → weaker dollar tolerance • Efficiency → resilience Trump’s trade posture, sovereign capital repositioning, gold’s breakout, and private infrastructure flows all point toward one theme: industrial renaissance is attempting to replace financial engineering. Implication: The classic 60/40 portfolio may be structurally underexposed to energy, infrastructure, and real assets. 3. China Is Acting Like a Wartime EconomyChina is stockpiling oil, metals, grains, and gold at unprecedented levels. That behavior can be interpreted two ways: • Defensive hardening • Pre-offensive preparation Either way, the signal is clear: global trade assumptions are shifting toward fragmentation and strategic leverage. Implication: Resource-rich jurisdictions (e.g., Saskatchewan) become strategically relevant in a “might-is-right” world. 🕒 Timestamped Chapters00:00 – Introduction: Energy Is Destiny 01:56 – Venezuela, Guyana & Resource-First Thinking 05:08 – Why Markets Misprice Geopolitical Risk 08:07 – Europe’s Deindustrialization Problem 12:06 – Weak Dollar, Gold & the Industrial Pivot 14:30 – Political Constraints & Capital Cycles 20:24 – How to Separate Signal from Propaganda 26:10 – The Molecular Shift in Oil Markets 33:18 – Natural Gas vs Crude: The Arbitrage Story 37:52 – Propane, Engine Switching & Energy Substitution 40:17 – Energy Exposure & the 60/40 Portfolio 46:01 – Why Producers Are Price Takers 48:25 – China’s “War Rations” Strategy 53:29 – Entering a “Might Is Right” Regime 56:03 – Inverting the 50-Year Investment Playbook 01:05:00 – Saskatchewan: Strategic Resource Wealth 01:13:21 – Canada, Culture & Capital Formation Where to find Doomberg - https://doomberg.com

    1h 39m
  4. AI, Defense, and a New Private Markets Playbook with Ash Lawrence

    FEB 4

    AI, 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 wins and who gets left behind in 2026. In this episode of Insight is Capital, host Pierre Daillie sits down with Ash Lawrence, Head of AGF Capital Partners, to unpack AGF Capital Partners’ 2026 - The Annual - Private Markets Outlook. Against a backdrop of geopolitical volatility, AI acceleration, shifting credit dynamics, and renewed defence spending, Lawrence lays out five structural themes reshaping private equity, private credit, and alternative investments. The conversation explores how allocators can separate signal from noise, manage emerging concentration risks, navigate liquidity mismatches in retail private markets, and position portfolios for a world where traditional assumptions no longer apply. From AI infrastructure and mid-market private credit to defence, security, and the evolving role of private capital in public objectives, this episode offers a clear-eyed, practitioner’s view of where private markets are headed—and what investors need to understand to participate intelligently. 🔑 Three Key Takeaways • AI Is Everywhere—and That’s the Risk AI is no longer a standalone theme; it touches venture, infrastructure, real estate, and operating businesses alike. Investors must assess total portfolio AI exposure and balance direct bets with infrastructure-level participation to avoid unintended concentration risk. • Private Credit’s Sweet Spot Is Moving Down-Market As large-cap sponsor-backed lending becomes crowded and commoditized, opportunity is shifting toward mid- and lower-mid-market private credit, where proprietary deal flow, stronger covenants, and greater repayment optionality can improve risk-adjusted returns. • Defence and Security Are No Longer Niche Rising geopolitical tensions, technology-driven procurement changes, and massive funding needs are opening defence, cybersecurity, and sovereign infrastructure to private capital. The opportunity is real—but manager expertise and risk controls are critical. ⏱️ Timestamped Chapters00:00 – Introduction - Private markets, alternatives, and AGF Capital Partners’ 2026 outlook 01:10 – Separating Signal From Noise - Why geopolitical “bogeys” can’t be forecast—and shouldn’t dominate portfolio decisions 04:10 – AI in Private Markets - Thematic concentration risk, infrastructure plays, and portfolio-level exposure 10:33 – Private Credit’s Structural Shift - Why capital is moving toward mid- and lower-mid-market lending 16:11 – The Private Equity Deal-Flow Logjam Rates, valuation gaps, and what it will take to restart transactions 26:32 – Defense & National Security Investing Technology, geopolitics, and the expanding definition of defense 34:51 – Retail Investors & Liquidity Mismatch - Why structure matters—and what the recent redemption suspensions are teaching the market 40:47 – Closing Thoughts - Why 2026 could mark a reset year for private markets  #PrivateMarkets#PrivateEquity#PrivateCredit#AlternativeInvestments#AIInvesting#DefenseInvesting#PortfolioConstruction#CapitalAllocation#InstitutionalInvesting#InsightIsCapital

    42 min
  5. Energy Copper and Gold ETFs and a World Running Out of Slack with Tony Dong

    JAN 28

    Energy 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 SummaryIn this wide-ranging deep-dive, host Pierre Daillie welcomes back Tony Dong, Founder of ETF Portfolio Blueprint, to pressure-test the most common misconceptions about commodities investing. Rather than treating commodities as volatile, short-term trading instruments, Tony reframes them as strategic portfolio diversifiers—assets whose value lies in low correlation, structural supply constraints, and long-term geopolitical realities. Together, Pierre and Tony walk through energy, copper, gold, and silver—unpacking how ETFs actually deliver exposure, where investors get tripped up by outdated narratives, and why narrow, intentional allocations make sense. The discussion ultimately widens into geopolitics, multipolar power dynamics, and why ignoring politics is no longer a luxury for investors. 🔑 3 Key TakeawaysVolatility isn’t the enemy—correlation is the real story Commodities can be volatile on their own, but when they move differently from stocks and bonds, they can reduce portfolio risk and create a rebalancing premium when sized and managed properly. Not all commodities are created equal—structure matters Energy equities are increasingly driven by balance sheets and capital discipline, copper faces unavoidable supply bottlenecks tied to electrification, and gold remains uniquely supported by central-bank demand. Treating them as interchangeable “inflation hedges” misses the point. Narrow beats broad for most investors Tony argues that focused commodity exposure—gold, copper, or energy you actually understand—is easier to hold through volatility than broad commodity ETFs with mixed drivers, roll-yield drag, and tax complications. ⏱️ Timestamped Chapters00:00 – Why commodities are misunderstood 02:20 – Volatility vs. correlation: the portfolio math advisors miss 03:45 – Futures, contango, and why old commodity ETFs disappointed 04:45 – Energy ETFs: geopolitics vs. fundamentals 08:30 – Capital discipline, buybacks, and M&A in Canadian energy 10:10 – Copper’s biggest misconception: demand vs. supply reality 13:00 – Copper exposure: physical metal vs. mining equities 16:00 – Is a copper supercycle real—or reflexive? 18:30 – Multipolar geopolitics and why resources matter more now 25:10 – Gold vs. silver: false equivalency explained 29:45 – Broad commodity ETFs vs. targeted allocations 31:00 – Final thoughts: why portfolios don’t exist in a vacuum #Commodities#CommodityETFs#PortfolioDiversification#GoldInvesting#CopperInvesting#EnergyETFs#RealAssets#ETFInvesting#WealthManagement#CanadianInvestors#MacroInvesting#GeopoliticsAndMarkets#AdvisorEducation

    33 min
  6. Why Millions of Canadians Never Make it to Financial Advice

    JAN 9

    Why 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, Executive Director of the Federation of Independent Dealers, for a powerful conversation at the intersection of literacy, financial advice, and economic inclusion.Together, they unpack a sobering reality: one in five working-age Canadians struggles with basic literacy, a barrier that quietly cascades into poor financial outcomes, limited access to advice, workforce stagnation, and rising social costs. Valcin shares on-the-ground stories from communities across Canada—food banks, mining towns, and correctional facilities—illustrating how targeted, trust-based literacy programs can rapidly transform lives. Latimer brings the financial lens, explaining how low financial literacy leaves Canadians vulnerable to costly mistakes, scams, and long-term retirement risk, while also constraining the reach and effectiveness of professional financial advice.The conversation makes a compelling case that literacy—reading, digital, and financial—is not a “soft” social issue, but core economic infrastructure, and argues for a coordinated national strategy that brings together government, educators, industry, and financial advisors themselves.3 Key Takeaways• Literacy Is Economic Infrastructure Improving literacy by just 1% could add $60–$90 billion to Canada’s GDP, while simultaneously reducing pressure on social services and the justice system.• Financial Literacy Gaps Lock People Out of Advice Fewer than two-thirds of Canadians can answer basic questions about interest, inflation, or diversification—leaving millions unable to engage confidently with advisors, savings tools, or retirement planning.•  Local, Human-Centered Solutions Work Literacy programs succeed when they meet people where they are—community centers, workplaces, food banks—and when advisors and professionals use clear language instead of jargon.Chapters00:00 – Why Literacy Is Canada’s Hidden Economic Crisis Pierre sets the stage: literacy as a foundation for financial and social participation.02:20 – Meet the Guests: Literacy and Financial Advice Collide Introductions to Mélanie Valcin and Matthew Latimer.05:20 – One in Five Canadians Can’t Read at a Functional Level The scale of the problem—and why it’s getting worse.12:40 – How Community-Based Literacy Programs Change Lives Real-world examples from food banks and workplaces.15:10 – A Mining Town Story: Literacy as Career Mobility How six weeks of digital literacy unlocked advancement.21:00 – Literacy, Incarceration, and Systemic Inequality Why access—not effort—is often the missing link.29:50 – Financial Literacy: The Cost of Not Understanding Money RRSPs, TFSAs, and the silent damage of confusion.33:30 – Scams, AI, and the Rising Risk to Retirement Security Why low literacy magnifies modern financial threats.40:30 – Clear Language and the Role of Advisors How advisors can bridge the gap through education and outreach.45:15 – A Call to Action: National Strategy & Community Involvement Why Canada needs a coordinated literacy push—now.#FinancialLiteracy #LiteracyMatters #AccessToAdvice #CanadianEconomy #InvestorEducation #FinancialInclusion #RetirementPlanning #ClearLanguage #EconomicOpportunity #InsightIsCapital

    50 min
  7. How Pros Really Think About Risk, Probability, and Markets with Kris Abdelmessih

    12/29/2025

    How 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 Kris Abdelmessih for a deep exploration of how markets really work beneath the surface—and how investors can think more clearly in a world dominated by uncertainty, noise, and emotion. Drawing on more than two decades of experience spanning Susquehanna International Group, proprietary commodity trading, and portfolio management at Parallax, Abdelmessih explains why options markets reveal truths that stock prices alone cannot, how poker shaped his understanding of risk and decision-making, and why probabilistic thinking—not prediction—separates professionals from amateurs. The discussion moves seamlessly from trading pits and market structure to behavioral bias, prediction markets, volatility, and education, culminating in a thoughtful explanation of Moontower, Abdelmessih’s platform designed to help investors understand whether options are cheap, expensive, or inappropriate for a given thesis. This episode is less about “what to buy” and more about how to think—about risk, information, and the difference between being right and making money. 🔑 Three Key Takeaways1️⃣ Options Markets Are the True Information MarketStock prices are two-dimensional snapshots. Options markets, by contrast, embed the market’s full probability distribution—revealing not just where investors think prices may go, but how violently and under what conditions. This makes options markets a powerful lens for understanding hidden risks and asymmetric outcomes. 2️⃣ Good Decisions Can Still Lose—And That’s the Point Drawing parallels between poker and trading, Abdelmessih emphasizes that outcomes are noisy, even when decisions are sound. Professionals focus on expected value, risk sizing, and repeatability, not short-term wins or losses. This mindset is critical for surviving low-signal environments like financial markets. 3️⃣ Prediction Markets and Volatility Thinking Will Matter MoreMarkets aggregate information better than opinions. From CEO resignations to geopolitical outcomes, prices often reveal consensus faster—and more accurately—than pundits. Understanding volatility, probability, and conditional outcomes will become increasingly important as prediction markets and derivatives continue to evolve. ⏱️ Timestamped Chapters 01:15 – Kris Abdelmessih’s career path: SIG, commodities, Parallax 05:10 – From Cornell to trading floors: curiosity as a career catalyst 24:30 – Poker, probability, and Bayesian thinking at Susquehanna 29:20 – Why being “right” doesn’t matter in markets 37:00 – Market making vs. portfolio management: different risk shapes 43:00 – Trading oil, gas, and the chaos of pit trading 48:00 – Why specialization is both powerful and dangerous 58:30 – What Moontower is—and why most investors misuse options 1:02:00 – How options reveal hidden distributions in stock prices 1:08:00 – Prediction markets, truth, and market-based consensus More on Kris Abdelmessih Kris Abdelmessih on Linkedin - https://www.linkedin.com/in/kristopher-abdelmessih-63b1b1/ Moontower.ai - https://www.moontower.ai/ Moontower Substack - https://moontower.substack.com/  #OptionsTrading#MarketStructure#ProbabilisticThinking#Volatility#RiskManagement#BehavioralFinance#PredictionMarkets#InvestingMindset#FinancialEducation#InsightIsCapital

    1h 23m
  8. AGF's David Stonehouse: A Narrower Path Forward for Markets in 2026

    12/22/2025

    AGF'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 Investments, for a wide-ranging but grounded discussion on what lies ahead for investors as the cycle matures. Stonehouse frames 2026 as a constructive but narrower environment—one supported by global monetary easing, rising fiscal stimulus, and resilient earnings growth, yet constrained by elevated valuations, softer labor markets, and geopolitical uncertainty. The conversation carefully unpacks how tariffs have shifted from an economic “earthquake” to a lingering aftershock, why inflation fears may be overstated near-term, and how investors can think about regional diversification beyond a heavily concentrated U.S. market. Rather than offering bold predictions, the discussion emphasizes flexibility, balance, and readiness—highlighting why equal-weight equity exposure, selective credit, emerging markets, and a strategic cash buffer may matter more than ever as uncertainty rises but opportunity persists. 🔑 3 Key Takeaways 2026 looks constructive—but with less room for error. Global easing cycles, fiscal stimulus, deregulation, and healthy earnings support risk assets, but elevated valuations and optimistic sentiment increase vulnerability to shocks.Tariffs are no longer a shock, but still a drag. The biggest tariff surprise is behind us; clarity—not resolution—matters most now, allowing businesses and consumers to adapt even as trade frictions persist.Diversification and optionality matter more than conviction. With U.S. equities richly valued after a long run, Stonehouse sees relative opportunity in emerging markets, Japan, and potentially Canada—while cash provides flexibility if volatility returns.⏱️ Timestamped Chapters • 00:00 – Markets heading into 2026: momentum with less margin for error • 02:00 – David Stonehouse’s career path and investment philosophy • 03:00 – The six macro tailwinds shaping 2026 • 08:00 – Tariffs: from economic earthquake to manageable aftershocks • 12:00 – Labor markets, immigration, AI, and the “no-hire, no-fire” economy • 17:00 – Fiscal stimulus, affordability pressures, and the K-shaped economy • 22:00 – Central banks, bond markets, and the myth of ‘new QE’ • 31:00 – Inflation, disinflation, and long-term yield risks • 38:00 – Why equities can still rise—but valuations matter • 43:00 – Regional opportunities: U.S., Canada, emerging markets, Japan • 52:00 – Portfolio positioning: equities, fixed income, credit, and cash • 55:00 – Final thoughts on risk, resilience, and flexibility #InsightIsCapital #MarketOutlook2026 #MacroInvesting #PortfolioStrategy #AGFInvestments #DavidStonehouse #CentralBanks #TariffsAndTrade #EquityMarkets #FixedIncome #EmergingMarkets #AdvisorInsights Copyright © AdvisorAnalyst

    56 min
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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.

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  • Creator
    AdvisorAnalyst.com
  • Years Active
    2017 - 2026
  • Episodes
    242
  • Rating
    Clean
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    © 2016-2024 AdvisorAnalyst.com | All rights reserved.
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    Insight is Capital™ Podcast

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