Episoder
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Pierre Daillie and Mike Philbrick welcome Tony Dong—Lead ETF Analyst at ETF Central and founder of ETF Portfolio Blueprint— to the show to explore why investors may need to rethink their reliance on traditional portfolio diversifiers like long-term bonds. Dong pulls no punches, calling out the pitfalls of covered call ETFs, explaining how to think critically about buy-write strategies, and championing capital-efficient alternatives like return stacking, trend-following CTAs, and risk-managed overlays. The trio also dig into the strategic case for overlooked assets like Swiss equities and the Swiss franc, while sharing practical insights into investor behavior, rebalancing discipline, and building resilient portfolios in a stagflation-prone world. 🔖 Key Takeaways:
Why blindly chasing high-yield covered call ETFs is a mistakeThe underrated power of trend-following as a crisis alpha toolHow to use return stacking for smarter diversificationWhy Switzerland may be the ultimate geopolitical safe havenThe behavioral traps investors fall into—and how to avoid them🕒 Chapters:00:00 – Tony Dong’s Risk-First Origin Story03:45 – The Problem with Index-Based Covered Call ETFs08:30 – Gold, Volatility, and Opportunistic Buy-Write Strategies13:10 – QYLD: A Yield Trap in Disguise?19:45 – When Bonds Fail: Gold and Trend as Alternatives23:20 – Leveraging Diversification with Return Stacking28:00 – Retail’s Dangerous Love Affair with Leveraged ETFs31:40 – The Rise of Structured Protection: Put Spread Collars36:20 – Why Low Vol and Min Vol May Be Broken Concepts39:10 – Trend Following: The Case for Buying the Shop, Not the ETF43:00 – Behavioral Risk and Staying the Course with Alternatives47:30 – How to Rebalance for Real-World Portfolios53:00 – Investor Psychology, Crisis Alpha, and Staying Invested57:00 – The Case for Switzerland: Stability, Strength, and Sanity
Where to find Tony DongETF Portfolio Blueprint - https://etfportfolioblueprint.comTony Dong, Lead ETF Analyst, ETF Central - https://www.etfcentral.com/author/tony-dong
#InvestingStrategy #ETFs #TrendFollowing #ReturnStacking #PortfolioDiversification #CoveredCalls #QYLD #Alternatives #CapitalEfficient #Gold #BehavioralFinance #TonyDong #RaiseYourAverage
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Canadian ETFs are booming—and behind the scenes, a quiet revolution is reshaping how advisors and investors build smarter, more efficient portfolios. In this episode, ETF industry leader Ronald Landry, Vice President, Head of Segment Solutions and Canadian ETF Services at CIBC Mellon joins us to explore what’s driving record ETF flows, the rise of covered calls and liquid alts, the accelerating evolution of Canada's ETF landscape, and the policy shifts that could transform the advisory business in 2025 and beyond.Landry shares over 30 years of industry insight, covering everything from:
The two-year boom in covered call ETFs—and why yield remains kingHow alternative strategies are finally gaining traction after years of slow adoptionNew ETF-wrapped solutions making it easier than ever for advisors to close portfolio gapsThe regulatory innovations (like total cost reporting and ticker rule proposals) that could reshape the advisor-client conversationWhy Canada continues to lead global ETF innovation—and what the US is learning from our marketChapters00:00 – The ETF Boom: Why 2025 Is Already One for the Record Books02:00 – 30 Years of Insight: Ron Landry’s Unlikely Path to ETF Leadership04:00 – Markets in Transition: What Record Q1 Flows Are Really Telling Us08:00 – Central Banks in a Bind: Rates, Tariffs, and the Inflation Puzzle09:30 – Single Stock ETFs, CDRs, and the Quest for Yield in Canada12:00 – Built for Canadians: Why Homegrown ETFs Are Winning14:00 – Crypto, Covered Calls, and the Real Drivers of Demand16:00 – Alternatives Accelerating: The 53% Growth Story You Missed19:00 – Advisors' Dilemma: Explaining Line Item Risk in a 60/40 World21:00 – Regulation as Catalyst: CSA Reviews, Cost Transparency, and Ticker Labels24:00 – From 6% to 20%: Canada’s ETF Market Is on a Tear26:00 – The Rise of Dual-Structure Funds: ETF and Mutual Fund Hybrids27:00 – Canada: The Quiet Giant of ETF Innovation29:00 – One Rulebook to Rule Them All: The Secret to Canada’s ETF Advantage #ETFs #CanadianETFs #InvestingCanada #FinancialAdvisors #CoveredCalls #LiquidAlts #ETFInnovation #CIBCMellon #RonLandry #WealthManagement #PortfolioConstruction #FinancePodcast #InvestmentStrategies #YieldHunting
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Manglende episoder?
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The most important tech story of the decade isn’t in Silicon Valley—it’s unfolding in Mumbai, Delhi, and Bangalore. In Part 2 of our in-depth conversation, Kevin Carter, founder of EMQQ Global, reveals why India’s digital transformation, powered by the India Stack, is not only revolutionary—it’s investable.We dive deep into the megatrends fueling India’s internet economy, explore explosive business models like 10-minute delivery, and uncover why investors are missing one of the greatest untold tech stories of our time. As Kevin puts it: "There's no developed or emerging country with anything like this... and the world has no idea it exists."👇 CHAPTERS00:00 – India’s human capital and the reverse brain drain02:00 – Startup boom: From 500 to 120,000 startups05:00 – Modi’s economic machete and $1T infrastructure plan08:00 – The three megatrends redefining emerging markets10:00 – The India Stack explained: Aadhaar, UPI, and digital identity14:00 – Opening 800M bank accounts in 10 years18:00 – Geo and the $12 smartphone revolution20:00 – UPI: 16B instant transactions a month22:00 – The death of cash: 95% to 20% in 7 years24:00 – The trillion-dollar secret the world doesn't know27:00 – Quick Commerce: Blinkit, dark stores, and 10-minute delivery34:00 – Zomato's ecosystem and disruption beyond food39:00 – India’s small cap exuberance and retail options boom43:00 – Companies to watch: MakeMyTrip, FirstCry, InfoEdge46:00 – Kevin’s final thoughts: Throw out the old EM model
Where to find Kevin Carter, EMQQ GlobalKevin Carter on Linkedin - https://www.linkedin.com/in/thekevintcarter/EMQQ Global - https://emqqglobaletfs.com/
#IndiaStack #EmergingMarkets #Fintech #DigitalIndia #UPI #Aadhaar #QuickCommerce #Blinkit #Zomato #EMQQ #KevinCarter #ModiEconomics #InvestInIndia #IndianStartups #DigitalTransformation #TechInvesting
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🔥 You’ve heard of index funds… but what if the real revolution in investing started with fractional shares, a phone call to Dr. Burton Malkiel, and a vision for emerging markets that no one saw coming?In Part 1 of this fireside chat on Insight is Capital host Pierre Daillie sits down with Kevin Carter, Founder and CIO of EMQQ Global, for a wide-ranging conversation that spans Carter’s unplanned journey into finance, his pivotal role in the birth of fractional investing, AND direct indexing, and the origin story of EMQQ, the Emerging Markets Internet Index ETF.Carter recounts his early days reading A Random Walk Down Wall Street, cold-calling its author Dr. Burton Malkiel, and launching not one—but multiple investing platforms that have shaped how millions invest today. From building the “Build Your Own Fund” platform sold to ETRADE, to coining “Tax Alpha”, to launching ETFs that target the real growth in emerging markets (hint: it's not state-owned enterprises), this episode is a deep dive into innovation, conviction, and seeing around corners.🎬 Chapters & Timestamps:00:00 – Intro: Meet Kevin Carter, founder of EMQQ Global01:30 – How a basketball chat led to a job on Wall Street03:10 – Reading A Random Walk Down Wall Street—and calling its author06:45 – Realizing the mutual fund industry is a 1.5% “wealth tax”10:15 – Africa, a notebook, and the spark for fractional investing13:00 – Creating eInvesting and pioneering Build Your Own Fund16:20 – Cold-calling Dr. Burton Malkiel at Princeton18:30 – Selling to ETRADE and the rise of direct indexing22:00 – Custom indexing, ESG before ESG, and inventing “Tax Alpha”28:00 – Avoiding over-diversification: Buffett vs. Bogle33:00 – The Google connection and the call to invest in China37:00 – The red flags inside traditional China ETFs44:00 – Launching EMQQ to target the real consumer tech growth49:00 – Smartphones, internet, and the leapfrog effect55:00 – Why EMQQ and INQQ launched at the worst possible time58:00 – The delisting drama, China tech crackdown, and investor fear01:03:00 – EM growth vs. value traps—and why India is nextThis conversation continues in Part Two, where we dive into the "India Stack" and what it means for India's economic growth and tech/internet sector.
Where to find Kevin Carter, EMQQ GlobalKevin Carter on Linkedin - https://www.linkedin.com/in/thekevintcarter/EMQQ Global - https://emqqglobaletfs.com/
#EMQQ #Investing#EmergingMarkets#ETFs#FractionalShares#Indexing#KevinCarter#ChinaTech#IndiaGrowth#SmartphoneRevolution#BurtonMalkiel#TaxAlpha#DirectIndexing#Vanguard#Buffett#FutureOfFinance#FinancialInnovation
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Can one word from a U.S. president really move markets by 8% in two hours? Bloomberg’s Eric Balchunas calls it the "Trump Put"—and that's just for starters.
Episode Summary:In this episode, Raise Your Average hosts Pierre and Mike welcome back Bloomberg Senior ETF Analyst Eric Balchunas, and co-host of Trillions, for a dynamic conversation that peels back the curtain on ETF flows, investor psychology, and the growing crossover between crypto and traditional finance. Balchunas unpacks the hidden narratives driving today's markets—from the surge in passive flows and rebalancing tailwinds, to the rise of “Vanguardians” and the Degens chasing leveraged plays. He also explores how mutual fund share classes, private credit, and public-private crossovers are changing the ETF landscape. With his signature humor and razor-sharp insight, Balchunas offers a front-row seat to the evolution of asset management.
Key Takeaways:Timestamps:00:00 – Intro and Eric Balchunas joins the show03:00 – $333B ETF inflows and the "Vanguard clip"05:45 – The divergence between retail flows and institutional positioning07:00 – The "Trump Put" and the 8% rally on one word08:30 – Degens, leveraged ETFs, and why people keep buying the dip10:00 – Persistent love for U.S. stocks despite better international value12:00 – Gold vs. Bitcoin: who's winning in 2025?14:00 – Bitcoin's improving volatility profile and “better owners”16:00 – Why Bitcoin ETFs are changing the game18:30 – Cognitive dissonance: crypto purists vs. TradFi adoption21:00 – Passive power, BlackRock conspiracies, and Bogle’s last stand27:30 – ETF transparency vs. mutual fund mythology30:00 – Mutual fund ETF share classes: game changer or Trojan horse?34:00 – Private credit and public-private crossover ETFs38:30 – Why XOVR’s SpaceX bet caught fire40:00 – The veil lifts on private equity NAV “magic”43:00 – Active ETFs: rebirth, reinvention, or just beta repackaged?50:00 – The final frontier: alts, liquidity, and the ETF trust factor
#RaiseYourAverage #EricBalchunas #Bloomberg #ETFs #BitcoinETF #Vanguard #PrivateCredit #MutualFunds #TrumpPut #CryptoMarkets #GoldVsBitcoin #ETFFlows #InvestmentStrategy #MarketInsightsCopyright © AdvisorAnalyst.com
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What happens when political ambition trumps economic reality? Doomberg lays it bare.In this episode, Doomberg returns to unpack the dangerous disconnect between Washington’s four-year campaign cycle and the multi-decade timelines required for industrial and energy investments. From Trump’s tariff threats to the fragility of global auto supply chains, we explore why the U.S. economy may be hurtling toward a recession of its own making. Doomberg dives deep into America's squandered energy advantage, China's calculated rise, and how short-term politics is colliding with long-term capital planning. If you care about markets, manufacturing, or the future of Western economic resilience — you don’t want to miss this one.Chapters:00:00 – Introduction: Supply Chains, Tariffs, and Recession Risk04:00 – Trump’s Strategy: Diagnosis vs. Execution08:00 – Six Reasons Auto Tariffs Will Backfire13:30 – EVs, China, and the Renewable Illusion17:00 – Energy Politics: North America, Europe, and Asia Compared22:00 – Reserves, Regulation, and the Bankability Crisis27:30 – Capital Cycle vs. Political Cycle: The Core Mismatch32:00 – Resource Riches and the Western Hemisphere Opportunity39:00 – Natural Gas: Oversupplied, Undervalued, Unstoppable44:30 – Energy Market Behavior: Spikes, Gluts, and Investor Strategy49:00 – Why Projects Get Built Under Republicans, Profits Under Democrats53:00 – Tariffs or Chaos? The Trump–Carney–Canada Connection58:00 – Europe's Military Fantasy Meets Energy Reality1:03:00 – War Fatigue, NATO, and the Illusion of Global Reach1:09:00 – Final Thoughts: Diplomacy, Decline, and the Danger of Delusion
#RecessionWatch, #EVRevolution, #TradeWar, #EnergyPolicy, #BYDvsTesla, #SupplyChainDisruption, #MadeInAmerica, #IndustrialPolicy, #GeopoliticalRisk, #CapitalMarkets
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Summary
In this timely episode of Insight is Capital, Pierre sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments, to unpack Fidelity’s latest macro outlook and strategic asset allocation decisions—just as the world braces for another wave of geopolitical and trade disruption.
Drawing from Fidelity’s latest research piece titled "Elbows Up", Kolet shares why his team is dialing back US equity exposure and tactically reallocating toward Europe. The conversation delves into the erosion of US institutional strength, rising stagflation risk, and the immense threat posed by potential tariffs on Canadian exports. Investors and advisors alike will find invaluable insights into positioning portfolios for resilience in a world increasingly defined by fragmentation and volatility.
Kolet’s clarity and candor shine through as he outlines how Fidelity is protecting investors from mounting uncertainty—without overreacting to short-term noise.
3 Key Takeaways:Chapters00:00 – Intro: Why One Fire Tanked Industrial Production01:05 – Today's Geopolitical Crossroads02:44 – From US Exceptionalism to Strategic Repositioning06:15 – Signs of Stagflation & Why Fidelity Bought Gold09:04 – The Undermining of Institutional Strength in the US12:41 – Valuations vs. Catalysts: Europe’s Turn to Shine18:25 – Caution on Canada: Debt, Rates, and Tariff Fallout22:29 – How Tariffs Could Hammer the Canadian Economy30:03 – Who Really Pays for Tariffs? A Case Study in Washing Machines36:57 – Manufacturing, Inflation, and Hollowed-Out Labor39:37 – Supply Chain Disruptions & Auto Sector Insights44:40 – Tactical Shifts: Gold, TIPS, and Currency Hedging48:32 – Wrapping Up: Managing Through Uncertainty
#FidelityInvestments #GlobalAssetAllocation #IlanKolet #MarketOutlook2025 #InvestingInStagflation #USExceptionalism #GoldAsAhedge #TIPSInvesting #TradeTariffs #CanadianEconomy #AdvisorPodcast #FinancialMarkets #InvestmentStrategy #RecessionRisk
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Is it possible to enhance diversification without sacrificing returns?In this episode of Raise Your Average, Pierre Daillie sits down with Rodrigo Gordillo of ReSolve Asset Management and Corey Hoffstein of Newfound Research to discuss the game-changing concept of return stacking and the launch of the Return Stacked Global Balanced & Macro ETF (RGBM)—now listed on the Toronto Stock Exchange.Discover how this capital-efficient and tax-efficient strategy allows investors and advisors to stack returns from systematic macro strategies on top of a traditional 60/40 portfolio—all without selling core assets.Packed with institutional insights, behavioral solutions, and a dose of ETF innovation, this conversation reveals how ReturnStacked® ETFs is democratizing strategies once exclusive to pension funds and hedge funds.⏱️ Chapters (Timestamps)0:00 - Intro: Why diversification doesn’t need to mean sacrifice2:52 - Genesis of Return Stacking: Portable alpha reborn6:45 - Institutional proof: The Delta Pension Plan case study11:50 - Solving line item risk & behavioral drag14:35 - "A spoonful of sugar helps the diversification go down."17:30 - Kitchen vs. Solarium: Pierre’s investing metaphor20:00 - Defensive leverage vs. LICE (Leverage that's Illiquid, Concentrated, Excessive)22:30 - Inside RGBM: Structure & allocation explained26:00 - Three implementation strategies for RGBM32:00 - Why use RGBM as a return enhancer36:00 - "Why are we playing the game on hard mode?"41:30 - Systematic macro: strategy, structure, and why now47:50 - The power of long-term structural un-correlation52:00 - Return stacking vs. alpha chasing in equity markets58:00 - Triple Alpha: Strategy Alpha, Structural Alpha, Tax Alpha1:00:00 - Closing thoughts & how to learn more🔗 Resources & Links📘 Learn more about RGBM ETF📚 Explore the Systematic Macro Research library📰 Read more from ReSolve Asset Management🧠 Newfound Research insights
Copyright © AdvisorAnalyst
#ReturnStacking #RGBM #ETFInvesting #CapitalEfficiency #SystematicMacro #AlternativeInvestments #PortfolioDiversification #FinancialAdvisors #BehavioralFinance #InvestingStrategies #RaiseYourAverage
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In this episode of Insight is Capital, Pierre Daillie sits down with Tony Dong, founder of ETF Portfolio Blueprint and lead ETF analyst at ETF Central, for a comprehensive dive into the fast-evolving world of exchange-traded funds. Tony brings sharp insights and a dose of healthy skepticism to today’s ETF landscape—from flashy private credit products and speculative options-based funds to underappreciated core portfolio strategies like the "cockroach portfolio."
Tony pulls back the curtain on everything from buffer ETFs and zero-day options to smart beta, tax efficiency, and how to write an investment policy statement that keeps you grounded when FOMO strikes.
You’ll learn:
What to watch out for in private market ETFs like PRIV and XOVRThe performance gap between growth and value ETFs—and what to do about itWhy simplicity beats complexity in volatile marketsHow the “cockroach portfolio” can deliver long-term resilienceThe importance of resisting shiny object syndrome with new ETF launchesChapters & Timestamps:00:00 – Risk in Private Credit ETFs: A Sanity Check01:45 – Tony Dong’s Background: From Risk Manager to ETF Expert03:50 – Market Outlook: Why Allocators Are Skittish in 202405:00 – Growth vs. Value ETFs: Are Investors Missing the Point?08:00 – The Better Way to Access Factor Investing10:30 – Risks and Red Flags in Private Market ETFs (PRIV, XOVR)14:30 – Authority Bias and Fund Due Diligence16:45 – Best New ETF Launches: Canada vs. US18:50 – Derivative-Based and Zero-DTE ETFs: Caution Required20:15 – Liquid Alternatives and Bridgewater’s All Weather ETF22:25 – Return Stacking and Trend Following Strategies23:45 – The Problem with “1+1” S&P 500 + Bitcoin ETFs25:00 – Buffer ETFs Explained: Training Wheels for Risk-Averse Clients27:00 – Why You Need an Investment Policy Statement29:00 – Building the Cockroach Portfolio: Resilience First32:00 – The Psychology of Staying Invested34:00 – Where to Find Tony Dong and His Research
Featured Guest:Tony Dong – Founder, ETF Portfolio BlueprintLead ETF Analyst, ETF CentralWebsite: https://etfportfolioblueprint.comLinkedIn: Tony Dong on LinkedIn
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Is Wall Street turning investing into a casino? Dave Nadig reveals the hidden cracks in the ETF system, the explosive risks no one’s prepared for, and what financial advisors must understand before it’s too late.The ETF market has never been more innovative—or more dangerous. In this controversial conversation, industry veteran Dave Nadig breaks down the evolution of financial markets, the rise of speculative ETF products, and why unchecked leverage in the options market could be the next major financial disaster.Nadig also highlights Canada’s unique role in ETF innovation, the psychological battle between retail FOMO and institutional stability, and why financial advisors need to filter out the "black hats" from the "white hats" in today's investing world.This is a must for investment professionals, advisors, and anyone trying to navigate an increasingly chaotic financial landscape.Chapters0:00 – The ETF Industry’s Hidden Risks1:21 – Canada vs. U.S.: Who Leads in ETF Innovation?3:32 – Financial Chaos: Why Markets Feel Like a Circus4:34 – The Power Play Behind Market Volatility9:51 – Black Hats vs. White Hats: The Real ETF Battle14:29 – Retail Speculation: A Dangerous Game?17:13 – Why Passive Investing Still Wins (For Now)26:15 – How to Survive as an Advisor in a Speculative Market39:55 – The ETF Market’s Next Big Blow-Up48:58 – Are Financial Regulators Being Dismantled?53:40 – The ‘Buy The Dip’ Mentality: Will It Ever Break?1:05:04 – Final Takeaways for Investors & Advisors
#Investing #ETF #Finance #Markets #WallStreet #FinancialAdvisors #PassiveInvesting #StockMarket #OptionsTrading #RiskManagement #Trading #WealthManagement #InvestSmart
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🔹 Is your portfolio riding the edge of chaos? Discover why diversification is back—and how to future-proof your investments before it’s too late.The investment world is shifting, and your portfolio needs to keep up. In this must-watch episode of The Insight is Capital Podcast, Pierre Daillie sits down with Paisley Nardini, portfolio manager and multi-asset strategist at Simplify Asset Management, to break down the rise of alternative investments, the return of diversification, and how to navigate today's unpredictable markets. They tackle the evolving role of derivatives, flow-driven investing, and the institutional strategies now accessible to advisors. Paisley shares her insights on market cycles, interest rates, geopolitical risks, and how to hedge against uncertainty without making high-conviction bets that could wreck your returns.If you’re an advisor looking for smarter ways to manage risk and capture new opportunities, this episode is packed with insights you can’t afford to miss.
📌 Chapters & Timestamps:0:00 - What is Flow-Driven Investing? Unlocking institutional alpha for advisors1:37 - Introduction2:16 - Meet Paisley Nardini—From equity analytics to multi-asset strategy5:06 - Why Fixed Income Isn’t “Boring” The real driver behind macro trends10:47 - The ETF Revolution How rule changes reshaped portfolio diversification11:58 - The Noise Problem Separating innovative investing from speculation15:49 - Hedging for Tail Risk Using derivatives for capital-efficient protection20:13 - The FOMO Dilemma Why one group of investors is missing the big picture26:21 - Where Are Rates Headed? The advisor divide on higher-for-longer vs. duration bets30:38 - Riding the Edge of Chaos The thin ice we’re skating on in today's markets33:53 - Market Outlook for 2025 Why the game has changed for growth & earnings36:05 - Correction or Collapse? What’s really happening under the market’s surface38:15 - Hard Assets & Inflation Commodities, gold, and the hidden drivers of price action42:28 - True Diversification The difference between academic & structural returns47:32 - Breaking the 60/40 Model How advisors should adapt their portfolios now50:24 - Avoiding Costly Mistakes Why gradual changes beat high-conviction bets55:26 - How to Implement Change The ETF solutions making diversification seamless58:49 - Final Takeaways The key to building resilient, forward-looking portfolios
#Investing #FinancialAdvisors #PortfolioManagement #ETFs #AlternativeInvestments #Derivatives #MarketOutlook #InterestRates #StockMarket #InvestmentStrategy #TailRiskHedging #WealthManagement #Diversification #HedgeFunds #FinancialMarkets
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In this episode Som Seif, CEO of Purpose Investments, joins us to challenge common misconceptions about private markets. First, we discuss the current state of markets. Seif explains why private assets—private equity, private credit, and private real estate—are becoming essential components of modern investment portfolios. He discusses how institutional-grade private investments have become accessible to retail investors, debunks myths about risk and illiquidity, and outlines how these assets can enhance diversification, generate uncorrelated returns, and offer a more stable investment experience. Finally, we delve into how private sub-advisor managers like Apollo, Pantheon, and BlueRock are taking a significant role in democratizing access to these private market opportunities.01:22 – Introduction: Debunking Private Markets01:39 – Opening Disclaimer01:58 – The State of Markets in 2025: Uncertainty & Opportunity04:50 – Emotions vs. Rational Investing: Avoiding Reactionary Mistakes09:17 – Why Private Markets Matter Now More Than Ever10:04 – The Rise of Private Investments for Retail Investors14:56 – Breaking the Myth: Institutional vs. Retail Access16:58 – How Private Market Investments Are Being Democratized21:03 – The Role of Private Assets in Portfolio Construction23:34 – Private Equity: The Strategic Edge Beyond Public Markets29:26 – Private Credit: A Rising Opportunity Amid Bank Retrenchment33:55 – The Convergence of Private Equity & Private Credit37:41 – Addressing Liquidity Concerns in Private Market Investing45:27 – Purpose Investments’ Approach to Private Market Accessibility47:48 – What Advisors Need to Know About Private Markets49:79 – Final Takeaways: A Call to Reevaluate Private Investments
#PrivateMarkets #AlternativeInvestments #PrivateEquity #PrivateCredit #RealEstate #PortfolioManagement #WealthManagement #InstitutionalInvesting #InvestmentStrategy #FinancialMarkets
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Private markets are undergoing a seismic shift, with assets poised to surge from $13 trillion to $23 trillion in just five years. As interest rates fluctuate and the new U.S. administration reshapes the financial landscape, where should investors look for opportunities, and what risks lie ahead?
In this episode, we are joined by Ash Lawrence, Head of AGF Capital Partners, to unpack the evolving world of private equity, private debt, and absolute return strategies. We discuss:
The impact of rising and falling interest rates on alternative strategiesThe growth of private credit as banks tighten lendingThe role of continuation vehicles in private equityHow alternative investments can enhance returns and mitigate riskWhat the Trump administration’s policies mean for marketsThe increasing institutional and retail adoption of alternativesAs markets face volatility and uncertainty, alternative investments offer new ways to build resilient, high-performing portfolios. Don't miss this deep dive into the future of alternatives with insights from one of the industry's top experts.
Subscribe for more exclusive insights on markets, investments, and strategies that shape the financial world.
#PrivateEquity #PrivateDebt #HedgeFunds #Investing #AlternativeInvestments #Finance #WealthManagement #Markets #AGF #PrivateMarkets #EconomicTrends #FamilyOffices #FixedIncome #MultiStrategy #InvestmentTrends
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📖 Did you know that nearly 1 in 5 Canadian adults struggles to read a simple sentence?
In this eye-opening episode of the Insight is Capital Podcast, host Pierre Daillie sits down with Mélanie Valcin, President & CEO of United for Literacy, to discuss the life-changing impact of literacy on individuals, families, and the Canadian economy.
We explore:
✅ The hidden literacy crisis in Canada and how it affects employment, health, and civic engagement
✅ The $50+ billion GDP boost that raising literacy levels by just 1% could create
✅ How United for Literacy is helping individuals overcome barriers and unlock new opportunities
✅ The vital role of financial literacy in economic empowerment
✅ Ways YOU can help make a difference
🎲 Join us for "Game Night for Literacy" on March 5, 2025!
📍 Arcadian Loft, Toronto
This fun-filled fundraising event will bring together leaders from the financial industry to support literacy programs across Canada. Play Scrabble, Trivia, Taboo, and more—while making a meaningful impact.
🔗 Get your tickets now! 👉 gamenightforliteracy.ca
👥 Want to get involved?
Volunteer, donate, or learn more at unitedforliteracy.ca
🔔 Subscribe for more insightful conversations with thought leaders shaping the future of finance and society.
#UnitedForLiteracy #GameNightForLiteracy #FinancialLiteracy #EducationMatters #RaiseTheBar #InsightIsCapital #AdvisorAnalyst #Podcast #LiteracyMatters #Impact #GameOnForLiteracy
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Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock—are we prepared for 2025? In this must-watch episode, Pierre Daillie sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity’s Global Asset Allocation Team, to dissect the most pressing questions investors and advisors are facing right now.
What happens if a 25% tariff is imposed on Canadian exports?Is the Canadian dollar heading for a collapse?Why are U.S. equities still the best game in town?Have investors misunderstood the bond market?Should portfolios brace for a new investment paradigm?"A 25% tariff on Canadian exports could trigger as much as a 6% GDP shock, a 3% surge in inflation, and send the Canadian dollar plummeting to 52 cents." — Ilan KoletEpisode Highlights & Timestamps00:00:00 Intro & Welcome – Kicking off 2025 with uncertainty
00:02:00 A Market on Fire – Why a balanced portfolio returned 20% in 2024
00:03:00 The Elephant in the Room: Political Instability & Tariffs
00:07:00 Canada’s Hidden Economic Weakness & The BoC's Dire Post-Tariff Simulation
00:13:00 Inflation or Deflation? What a Shock Would Mean for Investors
00:18:00 Are Investors Front-Running Inflation?
00:22:00 Positioning for Uncertainty: How to Build Resilience into Portfolios
00:27:00 The Bond Market Paradox: Higher for Longer?
00:30:00 Why U.S. Equities Are Still the Best Bet in 2025
00:36:00 Rate Cuts: Canada Has to Cut, The Fed Wants to Cut
00:42:00 Will the Canadian Dollar Go On Sale?
00:49:00 The Rise of Alternatives & Why They’re Critical in This Market
00:54:00 The ‘Magic’ of Portfolio Construction in Volatile Markets
00:55:00 Closing Thoughts – An Elegant Solution for Complex Markets
*****
Get Fidelity's latest whitepaper: 11 Questions into 2025
*****
Listen to the full episode and get ahead of 2025’s biggest investment challenges!
#Markets #Investing #Finance #Economy #InterestRates #PortfolioManagement #WealthManagement #Stocks #Bonds #Canada #USMarkets #Alternatives #Fidelity #Tariffs #MacroEconomics
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In this episode, host Pierre Daillie dives into the essentials of marketing success with Samantha Russell, Chief Evangelist at FMG Suite. Samantha shares her expert insights on how financial advisors can thrive in a digital-first world, where competition is nationwide, and the rules of client acquisition are constantly evolving.
🔥 Key Topics Discussed:
The Changing Face of Marketing for Advisors
Why a digital presence is non-negotiable in the era of $30 trillion in millennial-controlled assets. The importance of niche marketing and standing out in a crowded marketplace.Strategies to Build a High-Converting Website
The 5-second rule: how to grab visitor attention and convert leads fast. Creating engaging, hyper-targeted content that speaks directly to your ideal client.The Role of AI and Social Search in Advisor Marketing
How tools like ChatGPT and TikTok are transforming how clients find advisors. Practical tips for staying ahead in the AI-driven search era.Leveraging LinkedIn for Business Growth
Proven techniques for building meaningful professional relationships. Why comments are the secret sauce to LinkedIn success.Events That Drive Engagement
Memorable online and in-person event ideas that keep prospects talking. Tips to host impactful webinars and fun client gatherings.The Power of Video Marketing
How short, authentic videos can build trust and expand your reach. Creative ideas for content that resonates with clients and prospects.📘 Resource Spotlight:👉 FMG 2025 Marketing Guide for Financial Advisors
Discover 31 pages of actionable marketing strategies tailored for advisors.
📥 Download it here: 2025 Marketing Guide for Financial Advisors
✨ Key Takeaways:
Always be specific: Your marketing should attract the right clients while repelling the wrong ones.Consistency is key: From your social media handles to your messaging, keep it unified.Build relationships, not just sales: Always be opening new conversations, not just closing deals.Embrace video: Show your face, share your voice, and let clients see the real you.🎙️ About Samantha Russell:
Samantha Russell is a marketing trailblazer with a passion for empowering advisors to excel in a competitive digital landscape. As Chief Evangelist at FMG Suite, Samantha has transformed how advisors approach growth through modern tools, strategies, and expertise.
📍 Connect with Samantha:
LinkedIn: Samantha Russell
FMG Suite: fmgsuite.com
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What does 2025 have in store for investors? Join us as we dive deep into the markets, macroeconomics, and the evolving landscape of risk and opportunity with Aahan Menon, Founder and CEO of Prometheus Research. In this special kickoff-to-2025 episode of Raise Your Average, Aahan breaks down his systematic and probabilistic approach to navigating today’s unpredictable economic environment, shares his investment outlook, as well as asset allocation. You may be surprised.
Key Insights:
Macro Trends for 2025: How growth, inflation, and interest rates are setting the stage for the year ahead.
Managing Risk: Why a systematic framework is essential in a time of elevated uncertainty.
Market Narratives Unpacked: The disconnects between popular sentiment and economic data.
Probabilities, Not Predictions: How Prometheus Research quantifies risk and uncovers market opportunities in real time.
Actionable Takeaways: Prometheus' 4 ETF portfolio model, for investors looking to stay ahead of the curve in a rapidly shifting environment.
Quote of the Episode: "Investing today isn’t about certainty—it’s about managing probabilities in a world of growing complexity." – Aahan Menon
Chapters:
00:00 Introduction and Guest Welcome
01:19 Ahan Menon's Investment Framework
01:58 Market Dynamics and 2024 Review
05:48 Economic Indicators and Forecasts
10:21 Interest Rates and Economic Impact
24:51 Liquidity Conditions and Market Implications
46:52 Manufacturing Sector Challenges
53:15 Challenges in the Manufacturing Sector
53:26 Impact of Borrowing and Leverage
53:58 Wage Costs and Interest Burden
54:46 Investment and Borrowing Trends
56:10 Commodity Market Dynamics
58:02 Alpha Portfolio Strategies
01:01:38 Manufacturing and Economic Growth
01:03:53 Recession Indicators and Economic Slowdown
01:11:29 Real Estate Sector Analysis
01:17:14 Signal Strength and Portfolio Allocation
01:21:34 Bond Market Insights
01:31:58 Commodity Market Outlook
01:36:12 Asset Allocation - What to do now
01:43:40 Conclusion and Final Thoughts
Stay Ahead of the Curve:
Subscribe to Raise Your Average for more market insights, expert interviews, and actionable strategies to elevate your investing game.
Connect with Us:
Follow Aahan Menon on Linkedin
Prometheus Research on Substack
ReSolve Asset Management
Mike Philbrick on Linkedin
#Investing2025 #RaiseYourAverage #MarketInsights #EconomicOutlook #PrometheusResearch
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In this episode of Insight is Capital, we’re joined by Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute and author of the soon-to-be-released Private Markets: Building Better Portfolios with Private Equity. Tony shares his expert insights on the revolution in private market investing and why it’s reshaping wealth management.
We explore how private equity, private credit, and private real estate are transforming portfolio construction, offering uncorrelated returns, greater diversification, and resilience during market downturns. Tony demystifies the illiquidity premium, highlights the growing role of secondaries, and explains why advisors must embrace alternatives to meet client expectations in today’s financial ecosystem.
Key Topics
• Rethinking the 60/40 Portfolio: Why traditional strategies are no longer enough in today’s volatile markets.
• Private Markets for All: The innovations democratizing access to private investments.
• Illiquidity as a Feature: Why patience is key to unlocking higher returns.
• The Secondary Market Boom: Shorter J-curves and better diversification for private equity investors.
• Enhancing Advisor Value: How mastering alternatives strengthens client relationships and retention.
Chapters
0:00 - Welcome & Introduction
2:00 - The End of Easy Money: 2022’s Portfolio Wake-Up Call
6:30 - Tony’s Career & The Power of Private Assets
11:45 - Demystifying Private Market Accessibility
16:00 - Structuring Portfolios: Growth, Income, and Diversification
21:00 - Overcoming Client Hesitations Around Alternatives
26:00 - The Hidden Opportunities in Private Markets
34:00 - Illiquidity: A Feature, Not a Bug
42:00 - The Growing Role of Secondaries in Private Equity
47:00 - Trends Shaping Private Markets Over the Next Decade
55:00 - Closing Thoughts & Where to Find Tony
Links & Resources
• Tony Davidow on LinkedIn: Link
• Franklin Templeton Alternatives - Canada: Link
• Franklin Templeton Institute’s Alts Knowledge Hub: Link
• Tony’s Book: Private Markets: Building Better Portfolios with Private Equity (Coming February 2024).
#PrivateMarkets #AlternativeInvestments #PortfolioConstruction #WealthManagement #PrivateEquity #PrivateCredit #RealEstateInvesting #InvestmentStrategies #FinancialAdvisors #TonyDavidow
Copyright © AdvisorAnalyst
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In this episode of Insight is Capital, Pierre Daillie welcomes Barbara Stewart, CFA, a renowned global researcher, author, and former portfolio manager, to discuss her latest white paper, 'Women and Alts: A Global Perspective.' Commissioned by Kensington Capital Partners, the in-depth 83-page research paper explores the alt gender gap and the barriers preventing women from investing in alternative assets. Barbara shares insights from her extensive interviews with 52 global finance leaders, highlighting the need for improved information, network access, and inclusive marketing strategies. She emphasizes the importance of tailored marketing approaches and encourages women to begin investing, stressing the significance of understanding risks and making informed decisions. You can download the entire enlightening research report (and guide), full of detailed and universally practical tips and insights into the blossoming market for alternative investments, below.
Chapters00:00 Introduction
00:19 Welcoming Barbara Stewart
01:22 Barbara's Career Journey
03:37 Inspiration Behind the White Paper
06:05 Key Findings and Barriers
15:08 Strategies to Attract Women (and Men) to Alts
20:17 Future Trends and AI Impact
27:31 Advice for Women Interested in Alts
28:33 Conclusion and Acknowledgements
Copyright © AdvisorAnalyst, Barbara Stewart, Kensington Capital Partners
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In this episode Mario Cianfarani, Head of Distribution at Vanguard Investments Canada joins us to discuss the latest findings from Vanguard Canada's Value of Advice survey. The widely developed survey, which gathered responses from 1,307 Canadian investors, highlights strong client satisfaction among advisors, with 74% of investors feeling their advisor is worth every dollar. The survey also reveals the generational shift towards online brokerages among younger investors aged 18 to 34, who at the same time have a desire access to an investment professional, frequent communication and personalized financial planning - a hybrid model. Key topics include trust issues among younger investors, the value of advice beyond investment performance, and strategies for advisors to engage with the next generation of clients effectively.
Chapters00:00 Introduction and Disclaimer
00:20 Overview of Vanguard Canada's Value of Advice Survey
00:41 Key Findings: Client Satisfaction and Online Brokerages
01:35 Generational Differences in Financial Advice
05:27 Trust Issues Among Younger Investors
12:02 The Role of Advisors in Life Events
24:12 Building Relationships with Younger Clients
28:16 Communication Strategies for Advisors
36:06 Perceptions of Financial Advisors' Value
44:29 Conclusion and Final Thoughts
Copyright © AdvisorAnalyst
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