Ep 55 The Genomics Revolution – Lisa Lake Langley and Ali Urman

Ali Urman, Genomics Analyst, ARK Invest joins us to discuss the technological revolution that is taking place in the field of genomics and biotechnology and the companies leading the foray into what will be the future of health care and medical treatment.

We talk to Lisa Lake Langley, CEO of Emerge Canada Inc. about the ETFs her company launched in Mid 2019, among which is EAGB, the Emerge ARK Genomics and Biotech ETF, which is sub-advised by ARK Invest.

Ep. 54 Som Seif and Greg Taylor, Purpose Investments

Our wide ranging conversation with Som Seif, CEO, Purpose Investments and Greg Taylor, CIO, Purpose Investments. We begin by revisiting those intense moments in the days leading to the March 2020 bottom following this year’s COVID-19 lockdown. Seif and Taylor open up about what they were thinking, and what their frame of mind was, in what was a critical time for all. Taylor shares his view that ‘passive’ investors running for the exits put outsized pressure on the entire market structure, and may have created some interesting buying opportunities. We talk about some of the behaviours and events that shaped markets during the summer, what’s concerning, and what’s looking both bearish and bullish for the period ahead.

Ep. 53 Sri Iyer, Guardian Capital

Our conversation with Srikanth Iyer, Managing Director, Head of I3 (i-Cubed) Investments, at Guardian Capital.

From their head start in 2010 to today, Iyer explains why factor investing has not been working well, and boils down and shares 10 years of his group’s discoveries, insights, and innovation that have come from their two main investment management projects – 1) asset preservation through dividend growth, and 2) asset growth through earnings growth.

Ep. 50 Hans Albrecht and Nicolas Piquard, Horizons ETFs

Our conversation with Hans Albrecht and Nicolas Piquard, portfolio managers at Horizons ETFs.

In this wide ranging discussion, we discuss markets and market conditions, investor economics, (low) bond yields and (low and threatened) dividend yields. We go in-depth on the misunderstood opportunity of covered call writing as an overlay equity investing strategy, that is available via covered call ETFs, that produce a sustainable, tax efficient, high monthly income for every-day investors seeking yield, in addition to equity returns.

Transcript

Ep. 49 Steve Hawkins, President and CEO, Horizons ETFs

Our conversation with Steve Hawkins, President and CEO, Horizons ETFs, we discuss markets, trends, and why cash balances shouldn’t be a drag on investing, which led his firm to launch two new cash management ETFs.

HSAV, launched earlier this year, and HSUV.U, launched more recently, solve some of the perennial problems of cash balances, earning nearly zero-interest, which are a drag on returns and revenue, sitting in investment accounts.

Transcript