Richard Heft: Markets, Inflation, and Missing the Point on ESG
Release Date: 12/15/2022
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
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?
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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
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.
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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?
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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?
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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.
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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_outlineWe recently had a thought provoking conversation with Richard Heft, President and Co-Founder at EXT. Marketing in Toronto. We like talking to Richard as he as a uniquely qualified perspective on the entire Canadian investment industry, as one of the heads of what is arguably one of the best institutional communications consulting and production teams, now on both sides of the border. Along with EXT.'s co-founder, Jillian Bannister, Richard leads a group of communications and marketing experts working with North America's largest financial institutions.
They talk to just about everyone in the business about what's going on and all of the thought leadership that's occurring across the investment company ecosystem, and have a bird's eye view all that is happening, all of the opinions that are floating around, from all sides of the investment business.
Please enjoy our conversation and interview. This is part one of our conversation.
We will share part two of our conversation tomorrow, in which we discuss a multitude of ways advisors can step up their communications strategies with their clients in what is and has otherwise been a very difficult and challenging year and transition period, for all as investors.