Section
Podcast
165 posts
Insight is capital™ Podcast - our weekly chat about markets, investing, interviews with thought leaders, as well as marketing and business building for advisors.
David Rosenberg: In depth on Canada, U.S., and Global Economy and Markets
Recorded May 28, 2018 - Our in-depth conversation with David Rosenberg, Chief Economist, at Gluskin Sheff on Canada,…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Som Seif: How Has Q1's Volatility Changed Your Investment Outlook?
Som Seif, CEO, Purpose Investments discusses how the much discussed return of volatility has changed his investment outlook,…
Fidelity's Dan Kelley: The Opportunity in Founder-Led Companies
In this podcast, Dan Kelley, portfolio manager, Fidelity Investments, discusses how investing in founder-led companies has historically translated…
Sandy Liang: High Yield Opportunities in a Rising Rate Market
We recently caught up with Sandy Liang, President, Purpose Investments Partners, and high-yield fixed income portfolio manager. Sandy's…
Tom O'Gorman, In Depth: On Canada, the Bond Market, Central Banks, the Fed, Interest Rates, China, and What to do
We recently chatted with Tom O'Gorman, Senior Vice President, Director of Franklin Bissett Fixed Income, at Franklin Bissett…
Fidelity's Dan Dupont: Value Investor with a Built-in Knack for Capital Safety (Podcast)
CORRECTION: In our email sent today, February 15, 2018, we erroneously referred to Dan Dupont as a growth…
Stephen Lingard: Where are the opportunities?
In conclusion, we asked Stephen Lingard where the opportunities are, where he is positioning portfolios for this year…
Stephen Lingard: Has Low Dispersion in Index Stocks Made Active Investing Harder?
We asked Stephen Lingard for his thoughts on the argument that low dispersion in index stocks is making…
Stephen Lingard: Why is the return of volatility heralded by active investors?
Stephen Lingard talks about why the return of volatility is heralded by active investors. "If I was managing…
Stephen Lingard: Undoing 'The Giant Monetary Experiment'
We exchange thoughts with Stephen Lingard on the very 'managed' economy, markets, prices, risk, and earnings of 'The…
Stephen Lingard: Is there a connection between volatility and inflation?
With volatility and inflation continuing to be AWOL, we wondered if there is any connection between the two.…
Stephen Lingard: Investors did have a long memory of the 2008 crisis
Stephen Lingard discusses, among other things, his strategic view that they continue to favour equities, because investors have…
Stephen Lingard: Get Prepared for Inflation and Volatility in 2018 (Part 1)
In this first part of our featured podcast series with Stephen Lingard, SVP and Portfolio Manager, Franklin Templeton…
Fidelity's Dan Dupont: Investing for Growth with an Inherent Knack for Capital Safety (Podcast)
Part 1 Part 2 Part 3 Part 4 Part 5 Dan Dupont is a portfolio manager at Fidelity…
Is Warren Buffett the Pied Piper of Indexing? (Podcast)
Is Warren Buffett the Pied Piper of Indexing? In this, AdvisorAnalyst.com's first Insight is capital™ podcast, Warren Buffett's…
