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AdvisorAnalyst.com's in-depth interviews with PMs and industry thought leaders.
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…
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...
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.
Bond Voyage! Saying Goodbye to Traditional Diversifiers
When your âdiversifiersâ stop diversifying, what do you do? ETF analyst Tony Dong has a few ideasâsome that…
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…
The India Stack: The Case for Investing in India's Booming Tech Sector with Kevin Carter
Listen on The Move The most important tech story of the decade isnât in Silicon Valleyâitâs unfolding…
EMQQ Global's Kevin Carter: A Serial Investech Pioneer Walks into Princeton University
🔥 Youâve heard of index funds⌠but what if the real revolution in investing started with fractional shares,…
The 'Trump Put' & How ETFs are Shaping Wild Markets
Can one word from a U.S. president really move markets by 8% in two hours? Bloombergâs Eric Balchunas…
