Pierre Daillie and Mike Philbrick welcome Tony Dong—Lead ETF Analyst at ETF Central and founder of ETF Portfolio Blueprint— to the show to explore why investors may need to rethink their reliance on traditional portfolio diversifiers like long-term bonds. Dong pulls no punches, calling out the pitfalls of covered call ETFs, explaining how to think critically about buy-write strategies, and championing capital-efficient alternatives like return stacking, trend-following CTAs, and risk-managed overlays. The trio also dig into the strategic case for overlooked assets like Swiss equities and the Swiss franc, while sharing practical insights into investor behavior, rebalancing discipline, and building resilient portfolios in a stagflation-prone world.n n🔖 Key Takeaways:

• Why blindly chasing high-yield covered call ETFs is a mistake
• The underrated power of trend-following as a crisis alpha tool
• How to use return stacking for smarter diversification
• Why Switzerland may be the ultimate geopolitical safe haven
• The behavioral traps investors fall into—and how to avoid them

🕒 Chapters:

nn00:00 – Tony Dong’s Risk-First Origin Storynn03:45 – The Problem with Index-Based Covered Call ETFsnn08:30 – Gold, Volatility, and Opportunistic Buy-Write Strategiesnn13:10 – QYLD: A Yield Trap in Disguise?nn19:45 – When Bonds Fail: Gold and Trend as Alternativesnn23:20 – Leveraging Diversification with Return Stackingnn28:00 – Retail’s Dangerous Love Affair with Leveraged ETFsnn31:40 – The Rise of Structured Protection: Put Spread Collarsnn36:20 – Why Low Vol and Min Vol May Be Broken Conceptsnn39:10 – Trend Following: The Case for Buying the Shop, Not the ETFnn43:00 – Behavioral Risk and Staying the Course with Alternativesnn47:30 – How to Rebalance for Real-World Portfoliosnn53:00 – Investor Psychology, Crisis Alpha, and Staying Investednn57:00 – The Case for Switzerland: Stability, Strength, and Sanityn

Where to find Tony Dong

nETF Portfolio Blueprint – https://etfportfolioblueprint.comnnTony Dong, Lead ETF Analyst, ETF Central – https://www.etfcentral.com/author/tony-dongnn

#InvestingStrategy #ETFs #TrendFollowing #ReturnStacking #PortfolioDiversification #CoveredCalls #QYLD #Alternatives #CapitalEfficient #Gold #BehavioralFinance #TonyDong #RaiseYourAverage

Canadian ETFs are booming—and behind the scenes, a quiet revolution is reshaping how advisors and investors build smarter, more efficient portfolios. In this episode, ETF industry leader Ronald Landry, Vice President, Head of Segment Solutions and Canadian ETF Services at CIBC Mellon joins us to explore what’s driving record ETF flows, the rise of covered calls and liquid alts, the accelerating evolution of Canada’s ETF landscape, and the policy shifts that could transform the advisory business in 2025 and beyond.nnnnLandry shares over 30 years of industry insight, covering everything from:n

• The two-year boom in covered call ETFs—and why yield remains king
• How alternative strategies are finally gaining traction after years of slow adoption
• New ETF-wrapped solutions making it easier than ever for advisors to close portfolio gaps
• The regulatory innovations (like total cost reporting and ticker rule proposals) that could reshape the advisor-client conversation
• Why Canada continues to lead global ETF innovation—and what the US is learning from our market

Chapters

n00:00 – The ETF Boom: Why 2025 Is Already One for the Record Booksnn02:00 – 30 Years of Insight: Ron Landry’s Unlikely Path to ETF Leadershipnn04:00 – Markets in Transition: What Record Q1 Flows Are Really Telling Usnn08:00 – Central Banks in a Bind: Rates, Tariffs, and the Inflation Puzzlenn09:30 – Single Stock ETFs, CDRs, and the Quest for Yield in Canadann12:00 – Built for Canadians: Why Homegrown ETFs Are Winningnn14:00 – Crypto, Covered Calls, and the Real Drivers of Demandnn16:00 – Alternatives Accelerating: The 53% Growth Story You Missednn19:00 – Advisors’ Dilemma: Explaining Line Item Risk in a 60/40 Worldnn21:00 – Regulation as Catalyst: CSA Reviews, Cost Transparency, and Ticker Labelsnn24:00 – From 6% to 20%: Canada’s ETF Market Is on a Tearnn26:00 – The Rise of Dual-Structure Funds: ETF and Mutual Fund Hybridsnn27:00 – Canada: The Quiet Giant of ETF Innovationnn29:00 – One Rulebook to Rule Them All: The Secret to Canada’s ETF Advantagennnn #ETFs #CanadianETFs #InvestingCanada #FinancialAdvisors #CoveredCalls #LiquidAlts #ETFInnovation #CIBCMellon #RonLandry #WealthManagement #PortfolioConstruction #FinancePodcast #InvestmentStrategies #YieldHunting

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, Kevin Carter, founder of EMQQ Global, reveals why India’s digital transformation, powered by the India Stack, is not only revolutionary—it’s investable.nnnWe dive deep into the megatrends fueling India’s internet economy, explore explosive business models like 10-minute delivery, and uncover why investors are missing one of the greatest untold tech stories of our time. As Kevin puts it: “There’s no developed or emerging country with anything like this… and the world has no idea it exists.”nnn👇 CHAPTERSnn00:00 – India’s human capital and the reverse brain drainnn02:00 – Startup boom: From 500 to 120,000 startupsnn05:00 – Modi’s economic machete and $1T infrastructure plannn08:00 – The three megatrends redefining emerging marketsnn10:00 – The India Stack explained: Aadhaar, UPI, and digital identitynn14:00 – Opening 800M bank accounts in 10 yearsnn18:00 – Geo and the $12 smartphone revolutionnn20:00 – UPI: 16B instant transactions a monthnn22:00 – The death of cash: 95% to 20% in 7 yearsnn24:00 – The trillion-dollar secret the world doesn’t knownn27:00 – Quick Commerce: Blinkit, dark stores, and 10-minute deliverynn34:00 – Zomato’s ecosystem and disruption beyond foodnn39:00 – India’s small cap exuberance and retail options boomnn43:00 – Companies to watch: MakeMyTrip, FirstCry, InfoEdgenn46:00 – Kevin’s final thoughts: Throw out the old EM modeln

Where to find Kevin Carter, EMQQ Global

Kevin Carter on Linkedin – https://www.linkedin.com/in/thekevintcarter/nnEMQQ Global – https://emqqglobaletfs.com/n

#IndiaStack #EmergingMarkets #Fintech #DigitalIndia #UPI #Aadhaar #QuickCommerce #Blinkit #Zomato #EMQQ #KevinCarter #ModiEconomics #InvestInIndia #IndianStartups #DigitalTransformation #TechInvesting