Goshka Folda: What will make you the irreplaceable advisor?
Release Date: 12/05/2018
Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada
Insight is Capital™ Podcast
In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics including Bitcoin, the parallel between Michael Saylor and Hugo Stinnes, speculative mania, the parallels in the borrowing strategy of Hugo Stinnes and Michael Saylor, pumpamentals driving distortions in the market and the flywheel effect, the geopolitical implications of the Russia-Ukraine conflict, the dangers of do-gooders and climate newspeak, and t
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Bill Bamber, BMO GAM CEO: "A generational shift in accessing structured investment payoffs"
Insight is Capital™ Podcast
This is one of the trickiest times in investing history marked by heightened uncertainty, distorted valuations, regime change and increased volatility in both equity and bond markets. For good reason, advisors have increasingly turned to shifting parts of the portfolios they manage away from traditional equity and bond assets in return for exposure to structured note and investment strategies that provide structured investing outcomes from those same asset categories.
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Vanguard's Mario Cianfarani: Three Challenges for 2024
Insight is Capital™ Podcast
This episode with guest Mario Cianfarani, Head of Distribution at Vanguard Canada kicks off delving into 2024's First Challenge: Bond yields and the importance of re-positioning cash for the long term given the likelihood of central banks shifting towards rate cuts in 2024.
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Fidelity's Ilan Kolet – 11 Questions for 2024
Insight is Capital™ Podcast
Ilan Kolet, Institutional Portfolio manager in Fidelity's Global Asset Allocation Team, joins us to discuss the most important questions he and his team mates, David Wolf and David Tulk have been fielding at the start of 2024. We delve into the unexpected shifts in monetary policy led by the Federal Reserve and mull over the repercussions of potential rate cuts on inflation volatility, weaving through the intricacies of the Fed's data-driven stance and 'pivot' toward a less restrictive monetary environment.
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John De Goey - Investing ahead of unknown market risks
Insight is Capital™ Podcast
John De Goey, Portfolio Manager and Investment Advisor at Designed Wealth Management joins us to discuss and explore the current investment landscape and the choices available to investors. He highlights the importance of managing risk and staying on the short end of the yield curve, for time being where fixed income is concerned. We also delve into the topics of optimism and pessimism, with a focus on the potential challenges and uncertainties in the market. We talk about the shifts in real estate markets,
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Fidelity's Ilan Kolet: 2024 Macro and Investment Outlook
Insight is Capital™ Podcast
Join us for this enlightening conversation with Ilan Kolet, Institutional Portfolio Manager, Global Asset Allocation Team, at Fidelity Investments, as we delve into the economic outlook for 2024. Kolet provides invaluable insight into the Canadian and US economies, the housing market, investment strategies, and inflation protection. We explore the impact of interest rates, consumer spending, and central bank policies on investments. Kolet's expe
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Dino Bourdos: Is the yield on your covered call fund too good?
Insight is Capital™ Podcast
In this insightful discussion, Dino Bourdos, Portfolio Manager & Head of Investment Solutions at Guardian Capital LP delves into the intricacies of investment strategies, particularly focusing on the use of derivatives, covered call strategies, and the impact of market dynamics on investment decisions. With his extensive experience in the field, Bourdos offers valuable insights into the challenges and opportunities in the current economic landscape, making this a must-watch for investors and financial p
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Deep Dive into Global Economic and Market Outlook, and AI's Role with Joaquin Kritz Lara
Insight is Capital™ Podcast
Join us in conversation with Joaquin Kritz Lara, Chief Economist at Numera Analytics, as we explore the intricate world of global economics and financial markets. Hosted by Pierre Daillie and Richard Laterman, the discussion delves into the nuances of macroeconometrics, the dynamics of inflation, and the complexities of investment strategies in today's volatile market.
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Michael Robbins: Ever seen a bad backtest?
Insight is Capital™ Podcast
Insight is Capital™ Podcast We're excited to share our conversation with two distinguished guests from WisdomTree, Jeremy Schwartz and Jeff Weniger. Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree, shares his views on the market and economy from his vantage point of overseeing all of WisdomTree's investment activity. Jeff Weniger, CFA, Head of Equity Strategy at WisdomTree, shares current insights fro
Goshka Folda, President & CEO, Investor Economics, and Global Head of Research, Strategic Insight, chatted with us at the 2018 Mindpath CETFA ETF Conference to discuss her research firm's findings of what it will take for advisors to remain the advisor of choice, to be irreplaceable, in the future, as the nature of the investment business evolves, as a result of the convergence of AI, Fintech, and the proliferation of ETFs.
On an increasing basis, advisors are facing mounting pressure as investors/consumers scrutinize costs and fees, demand more transparency, more 'contemporary' accessibility to the information regarding their accounts, and a higher level of guidance, beyond investment options. The commoditization of investment funds is shifting value in the financial ecosystem from the institutions to advisors, and advisors need to recognize that its more important than ever to fine tune their 'value narrative,' to define their value.
"There's never been a better time to be a great advisor," says Folda.
What makes you indispensable and irreplaceable to your clients? What do your clients need you for?
We discuss ideas advisors may implement to get in front of the curve of the industry's evolution, to free themselves to do more of the high value work that will make them indispensable and irreplaceable to their existing and future clients.