128 NBI's Martin Lefebvre: Bullish vs. Bearish: Who will win the next round?
Release Date: 10/05/2022
How CRM3 Turns Transparency into Your Biggest Competitive Advantage
Insight is Capital™ Podcast
What if CRM3 turns out to be the most powerful growth tool you've ever been handed?
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Daily Premiums, Smarter Income: The Case for ODTE Covered Calls in a Modern Portfolio with Nicolas Piquard
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What if you could collect covered call option premium hundreds of times a year instead of once a month — without giving up the upside on your core equity holdings?
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DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
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As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.
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Alfonso Peccatiello: You're not diversified. You just think you are.
Insight is Capital™ Podcast
The bond market — not equities — is the most fragile and most misunderstood foundation of your entire portfolio, and most investors have no idea what's coming.
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Cole Smead: Manias, Margins, and the Case for Canadian Oil
Insight is Capital™ Podcast
Is U.S. market dominance about to break? In this episode of Insight is Capital, Pierre Daillie sits down with Cole Smead (CEO & Portfolio Manager, Smead Capital Management) to unpack why today’s market may be less about valuations—and more about a powerful capital cycle that could reshape global investing.
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Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap with Jeremy Schwartz and Jeff Weniger
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While everyone is arguing about AI disrupting software stocks, WisdomTree's Jeremy Schwartz and Jeff Weniger quietly explain why the most important market story of 2026 has nothing to do with the SaaS selloff — and everything to do with where capital is actually moving.
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Dan White-From AI Hype to Reality—Investing in the Great Acceleration
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Is the biggest risk in your portfolio the one you're not seeing?
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Private Markets Are Reshaping Wealth-Are Canadian Portfolios Ready with Clay Khan
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If institutional investors have already shifted toward global diversification and private markets, why are most retail portfolios still stuck in the past?
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AI is Splitting the Market - The Hidden Winners Beyond NVIDIA with Ivana Delevska
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AI isn’t just about Nvidia anymore — it’s quietly rewiring the entire industrial economy, and most investors don’t even realize where the real money will be made.
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Dennis Mitchell When Diversification Matters - The Case for Global Real Estate
Insight is Capital™ Podcast
For years, global real estate has been overlooked while mega-cap tech and passive flows dominated investor attention. But with equity markets increasingly concentrated and trading at elevated multiples, Dennis Mitchell, CEO & Chief Investment Officer at Starlight Capital, argues the real risk may be not diversifying. In this episode, we unpack why supply-demand fundamentals, demographic tailwinds, and valuation gaps could make global real estate one of the most compelling opportunities hiding in plain sight
info_outlineMartin Lefebvre, Chief Investment Officer & Strategist at National Bank Investments joined us for a chat to discuss the tug of war that is going on between the bulls and bears.
Our conversation begins with Martin Lefebvre's background as an economist, a portfolio manager and his rise to the CIO position at National Bank Investments. From there, we quickly segué into what's been going on in markets, sentiment, and his office's perspective on how investors should think about positioning their asset allocations for the period ahead. We also discuss in detail his team's process and the factors and data they track and use on an ongoing basis to inform their asset allocation models, as well as the inclusion of alternative investments.
2022 has been a rocky and volatile year, so far, marked by what appears to be a change in economic and market regime, triggered by inflation volatility (supply chain disruptions and a tight labour market) and rising rates (central bank tightening), war in Ukraine, and energy crisis and economic upheaval in Europe. Broadly speaking, both stock and bond prices have seen sharp declines and while investors have suffered, they nonetheless have also bifurcated into two camps. Those who feel the Fed may begin to turn dovish sooner rather than later (hope), as a result of softening economic conditions, and those who believe we are in for a longer stretch where monetary tightening is concerned (fear).
Which camp is more likely correct? Join us for this conversation – please enjoy.