Darius Dale & Jason Del Vicario: Are Inflation Fears Overblown?
Release Date: 10/20/2022
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?
info_outline
Daily Premiums, Smarter Income: The Case for ODTE Covered Calls in a Modern Portfolio with Nicolas Piquard
Insight is Capital™ Podcast
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?
info_outline
DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
Insight is Capital™ Podcast
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.
info_outline
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.
info_outline
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.
info_outline
Rotation, Int'l Stocks, Defense-Tech, Japan, USD and the Gold Gap with Jeremy Schwartz and Jeff Weniger
Insight is Capital™ Podcast
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.
info_outline
Dan White-From AI Hype to Reality—Investing in the Great Acceleration
Insight is Capital™ Podcast
Is the biggest risk in your portfolio the one you're not seeing?
info_outline
Private Markets Are Reshaping Wealth-Are Canadian Portfolios Ready with Clay Khan
Insight is Capital™ Podcast
If institutional investors have already shifted toward global diversification and private markets, why are most retail portfolios still stuck in the past?
info_outline
AI is Splitting the Market - The Hidden Winners Beyond NVIDIA with Ivana Delevska
Insight is Capital™ Podcast
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.
info_outline
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_outlineDarius Dale, Founder and CEO, 42 Macro LLC, and Jason Del Vicario, CFA, Portfolio Manager, Hillside Wealth Management at IA Private Wealth join us to talk about the inflation outlook and debate the "weather" and whether the threat of inflation, inflationary volatility, and recession are overblown in this climate of extremely negative sentiment around both bond and stock markets.
Darius Dale and his firm, 42 Macro, now based in upstate New York, are a 'macro-quantamental' research shop which have had incredible success in disrupting the world of market and economic research with his unequalled economic research and forecasting model, which now provides top down views and signalling to literally trillions of dollars across institutional investment assets, as well as a full spectrum of asset management firms, advisors, family offices and investors of all categories.
Jason Del Vicario, Hillside Wealth Management was our guest advisor and portfolio manager panelist for this episode and he contributed his bottom up fundamental views to the debate.
As a result of our guests' philosophically opposite views on the economy, markets and investing, the debate managed to reach an interesting conclusion, where top-down meets bottom-up.
We hope you enjoy our conversation.
=============================
Where to find our guests:
=============================
==================================
Where to find the Raise Your Average crew:
==================================
"You don't have to be brilliant, just wiser than the other guys, on average, for a long time." Charlie Munger
Welcome to Raise Your Average, our deep dive journey into learning from the people and process behind the world of investing. Through conversations with leaders in the investments game, we peel back the layers of the onion on how these holders of the keys to the kingdom allocate their time, their energy, and their dollars.
We are all students and we are all teachers. We are the average of the 5 people we spend the most time with. Come hang out with us for a while and raise your average, as we raise ours.
Music credit: In Hip Hop, Paul Velchev (8MJZA6T3LK)