Insight is Capital™ Podcast
138 posts
The Alternatives Boom: Access, Liquidity, Patience and Resilience
Listen on The Move When an "alternative" promises liquidity it may not deliver, who is doing the…
November 3, 2026
ETF Flows Tell You What Investors Are Doing, Not Whether They're Doing It Right
Listen on The Move Canada's ETF market just hit $1 trillion in assets — but record flows…
October 27, 2026
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of…
October 23, 2026
Why One of North America’s Most Contrarian Investors Just Showed Up in Canada
Listen on The Move What if the most "diversified" portfolio you own is actually one of the…
October 20, 2026
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Why the Best Advisors Ask the Hardest Questions
Listen on The Move The advisors who will thrive in the AI era are the ones willing…
October 17, 2026
Where Macro Meets Opportunity: A Time-Tested, Three-Pillar Approach to Global Equities
Listen on The Move When the market itself quietly becomes the concentration risk, a top-down process built…
October 14, 2026
There's a Version of You Your Family Has Never Met
Listen on The Move There's a version of you your family has never met — and the…
October 6, 2026
Seen, Heard, Understood—The 93% of Wealth Advice That AI Won't Disrupt
Listen on The Move What if the most powerful skill in wealth management has nothing to do…
September 29, 2026
The World's AI Supply Chain is in Emerging Markets | Kevin Carter
Listen on The Move What if the biggest winners of the global AI arms race aren't in…
September 17, 2026
The Quiet 50% Return Nobody at the Beach Is Talking About | Meb Faber
Listen on The Move While everyone else was at the beach celebrating another S&P up year, global…
September 8, 2026
David Wong: Anything Can Happen — 3 Decades of Market Crises Shaped This $400B CIO's Playbook
Listen on The Move What do electricity, a forgotten 1920s financier, and Bobby Orr have to do…
September 1, 2026
Energy, China, AI, and the Calls Nobody Else Made
Listen on The Move The anonymous analyst who predicted Carney's election and energy pivot, China's solar collapse,…
August 11, 2026
The Risk That Isn't in the Retirement Plan: Markets Recover, Cyber Fraud Doesn't
Listen on The Move Markets can recover from a downturn. Your retirement cannot recover from cyber fraud.…
August 7, 2026
Capital, Conviction, and the Long View: Inside AGF Capital Partners' Platform
Listen on The Move What if the biggest edge in manager selection wasn't due diligence, but ownership…
August 4, 2026
Returns Are a Commodity—Stop Selling the Plumbing
Listen on The Move If you couldn't talk about performance for 10 minutes, what would you tell…
July 28, 2026