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Podcast
215 posts
Insight is capital™ Podcast - our weekly chat about markets, investing, interviews with thought leaders, as well as marketing and business building for advisors.
The Covered Call ETF Gap | Convexitas' Devin Anderson and Zed Francis
Listen on The Move Most investors think they fully understand what they own — Devin Anderson and…
May 15, 2026
The Portfolio Nobody Told You to Build
Listen on The Move What if the investing rules that protected you for 40 years just stopped…
May 5, 2026
Most Investors Have No Idea Their Portfolio is Missing This.
Listen on The Move Most advisors have zero alternatives in their portfolios — and their clients are…
May 1, 2026
The Four-Piston Portfolio: Why Diversification Needs an Engine, Not Just a Label
Listen on The Move What if the reason your portfolio fails you isn't the assets you picked…
April 17, 2026
How CRM3 Turns Transparency Into Your Biggest Competitive Advantage
Listen on The Move What if CRM3 turns out to be the most powerful growth tool you've…
April 7, 2026
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Same-Day Options, Smarter Income: Nicolas Piquard on the Future of Covered Calls
Listen on The Move What if you could collect covered call option premium hundreds of times a…
April 2, 2026
DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.
March 31, 2026
Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap | Jeremy Schwartz and Jeff Weniger
Listen on The Move While everyone is arguing about AI disrupting software stocks, WisdomTree's Jeremy Schwartz and…
March 20, 2026
Private Markets Are Reshaping Wealth — Are Canadian Portfolios Ready?
Listen on The Go If institutional investors have already shifted toward global diversification and private markets, why…
March 6, 2026
AI is Splitting the Market: The Hidden Winners Beyond NVIDIA with Spear's Ivana Delevska
Listen on The Move AI isn’t just about Nvidia anymore — it’s quietly rewiring the entire industrial…
February 24, 2026
When Diversification Matters: The Case for Global Real Estate
Listen on The Move When equity markets grow concentrated and expensive, the real risk isn’t volatility —…
February 18, 2026
Energy Is Destiny: War, China, Gold, Canada & the 60/40 Era
Listen on The Move If energy is destiny and stockpiles signal intent, then this episode may completely…
February 13, 2026
AI, Defense, and a New Private Markets Playbook with Ash Lawrence
Listen on The Move Private markets are quietly being rewritten in real time—and in this conversation, Ash…
February 4, 2026
Energy, Copper, and Gold ETFs and a World Running Out of Slack
Listen on The Move When commodities stop behaving like trades and start behaving like truth detectors, portfolios—and…
January 28, 2026
Why Millions of Canadians Never Make it to Financial Advice
Millions of Canadians are locked out of financial advice—and it all starts with a literacy crisis hiding in plain sight.
January 9, 2026