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
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.
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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_outlineIn this episode, BMO Global Asset Management's Jeffrey Shell and Lillian Ferndriger join us to discuss newly accessible opportunities in private market assets. Jeffrey is Head of Alternatives, Commercial ESG and Innovation from BMO Global Asset Management. And Lillian is Director of Alternatives Distribution at BMO Global Asset Management.
We delve into the realm of private market investing, now a more widely accessible and vital instrument for portfolio diversification that promises attractive risk adjusted returns.
These markets offer an entrance into asset classes and strategies that were previously largely inaccessible territory in the public domain. Moreover, the defining features of private markets, their risk return profiles stand as a powerful key to unlock the full potential of a private wealth portfolio.
A look back in time reveals the compelling performance of private markets as they have consistently outshone public markets becoming a beacon of wealth accumulation and differentiated return stream. In recent times, this asset class has been winning hearts transitioning from its longstanding institutional clientele to captivate high net worth individuals, the segment that's been growing the fastest.
Now we're witnessing an exciting shift, often referred to as the democratization of access. This transformation marks a significant stride for the wealth management industry as it throws open the doors to a broad suite of previously inaccessible specialized strategies within private equity, private debt, real estate infrastructure, and other real assets.
The allure of reduced minimum tickets, enhanced transparency in reporting and lower fees adds to the appeal of these markets. But perhaps the most enticing advantage of this democratization is the boon it provides to private wealth. It serves as the final puzzle piece in portfolio construction, enabling clients to harness and all-encompassing asset allocation in private market sub strategies.
This allows for portfolio diversification, enhanced returns, volatility reduction, and crucially a shield against inflation. Today we're gonna delve deeper into these fascinating dynamics of private market investing. Thank you for listening.