Episodes

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Ep 57 Raise Your Average with Dave Nadig and Tim Nash – ESG: (What's it to you?)

Dave Nadig, CIO, ETF Trends and ETF Database, and Tim Nash, Founder of Good Investing, join co-hosts Pierre Daillie and Mike Philbrick for a deep dive conversation into all things ESG investing. We discuss the landscape of the ESG investing, the hype, the reality, the drivers, the debates, and at the end of this discussion, you will have some answers to the question "What is the point of ESG?"

Notes:

00:00:40 Welcome/Introductions

00:05:22 How can advisors talk about and pass on the knowledge of ESG to their clients?

00:09:32 What is the difference between Values-based vs. ESG vs. Impact investing?

00:18:19 What do investors need to understand about what to expect from ESG?

00:21:13 How are retail investors leading the ESG discussion?

00:25:54 What are the hot points?

00:29:11 How are large asset managers using their voting power to effect ESG change?

00:31:15 What insights can you share about how ESG is shaping ethics and governance in markets?

00:33:17 How do the advisor and investor empower themselves to get the most from ESG?

00:39:08 What's in it for clients and advisors? How much of ESG is being driven by investors?

00:47:10 How do you balance between ESG and other thematic trends without being in conflict?

00:49:42 How does ESG benefit investors in terms of risk management?

00:52:13 How much of it is doing good vs. sounding good? Greenwashing?

00:58:43 The meaning of 'sustainable'

01:03:33 Busting the myth that ESG is fluff

Tim Nash on Linkedin – https://www.linkedin.com/in/timothyjacknash/

GoodInvesting.com on Youtube – https://www.youtube.com/c/GoodInvesting

GoodInvesting.com – https://www.goodinvesting.com/

Dave Nadig on Linkedin – https://www.linkedin.com/in/dave-nadig-9461/

ETF Database – https://etfdb.com/

ETF Trends – https://www.etftrends.com/

Mike Philbrick, CEO, Resolve Asset Management SEZC – https://www.linkedin.com/in/michaelphilbrick/

ReSolve Asset Management – https://investresolve.com

Pierre Daillie, AdvisorAnalyst.com – https://www.linkedin.com/in/pierre-daillie-advisoranalyst/

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Ep 56 Raise Your Average with Meb Faber and Marc Dalpé – The 60/40 Portfolio Puzzle

The first episode of this new show. Meb Faber, founder of L.A.-based Cambria Asset Management and Marc Dalpé, Portfolio Manager at Richardson Wealth chat with Raise Your Average co-hosts Pierre Daillie, Managing Editor, AdvisorAnalyst.com, and Mike Philbrick, President, of ReSolve Asset Management SEZC (Cayman), about the 60/40 portfolio puzzle.

With bond yields at 5,000 year lows and the S&P 500 at all time highs, Meb Faber and Marc Dalpé weigh in on where investors can consider re-allocating assets to raise their forward investment returns and investment income, while reducing their risk of loss and behavioural exposure.

Meb Faber, Cambria Asset Management – https://www.cambriainvestments.com/​

The Meb Faber Show – https://mebfaber.com/podcast/​

Meb Faber Research – https://mebfaber.com/​

Marc Dalpé, Richardson Wealth – https://web.richardsonwealth.com//dalpe.milette/marc-dalpe?lang=en_US

Michael Philbrick, ReSolve Asset Management SEZC – https://www.investresolve.com​

ReSolve Asset Management Podcast – https://investresolve.com/podcasts/​

ReSolve Asset Management Blog – https://investresolve.com/blog/

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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.

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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.

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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.

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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