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Podcast
188 posts
Insight is capital⢠Podcast - our weekly chat about markets, investing, interviews with thought leaders, as well as marketing and business building for advisors.
Private Investments Come of Age: Opportunity & Balance Unlocked
Listen on The Move Private markets arenât just the playground of institutions and the ultra-wealthy anymore. In…
Prepare, Donât Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonât come down anytime soon, and the growing correlation between stocks and bonds...
From US Exceptionalism to Canadian RealismâFidelity's Global Recalibration | Ilan Kolet
Listen on The Move âThings are priced for perfectionâbut the world isnât perfect.â â Ilan Kolet What…
ETFs, Advisors, and the Next Trillion: Inside the Minds of Two Industry Leaders
Listen on The Move Canada invented ETFs â but how did they grow into a trillion-dollar force,…
The 4th Turning of Markets: Darius Dale on Inflation, Debt & Investing in 2025
What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered âParadigm Câ â a regime of fiscal dominance, deregulation, and coordinated support â and what it means for portfolios, the Fed, and your financial future.
CRM3 (TCR)âMore than compliance: It's Your Chance to Define Your Value.
Listen on The Move CRM3 (Total Cost Reporting) isnât just another compliance box to checkâitâs the biggest…
Bitcoin Allocation 10â40%? Ric Edelmanâs Shocking Investment Thesis
Listen on The Move What if the riskiest move in your portfolio isnât owning cryptoâbut ignoring it? In…
Alfred Lee: Constructive, But CautiousâNavigating the market's crosscurrents
Listen on The Move In a market climbing a wall of worry, Alfred Lee, Deputy CIO at…
How Smart Money Is Quietly Stacking Gold & Bitcoin with ReSolve's Mike Philbrick
Listen on The Move In a world where inflation, currency debasement, and geopolitical shocks threaten portfolios, what if…
Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap
Listen on The Move What do advisors do when markets feel like a giant game of Jengaâtop-heavy,…
Inside the Minds of Canadian Investors: Survey Findings Every Advisor Should Know with Sam Febbraro
Listen on The Move 🎯 "Investors Arenât Just Asking âWill I Have Enough?ââTheyâre Asking âWill I Be…
ETFs That Overlay Carry: Adding Alpha to Portfolios Without Subtracting Core Exposure
Listen on The Move Chances are, you're already using carry strategies in your portfolioâwithout even realizing it.…
How to Add Trend Following Alpha Without Sacrificing Your Core Portfolio with Rodrigo Gordillo
Listen on The Move 🎯 What if you could protect your portfolio during market crashes, boost returns,…
Canada built the ETFânow it risks losing the industry to the U.S.
What if the biggest threat to Canadaâs financial future isnât inflation or interest ratesâbut our own indifference to homegrown ETFs?
Outsmart the 60/40 Trap: How Return Stacking Changes the Game
This strategy adds alpha, cuts risk, and doesnât touch your core portfolio.
Innovation and Trends in the Canadian ETF Market with Ronald Landry
Listen on The Move Canadian ETFs are boomingâand behind the scenes, a quiet revolution is reshaping how…
