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Insight is Capital™ Podcast

AdvisorAnalyst.com
Canada
Artificial Intelligence
Private Markets
Diversification
United States
Managed Futures
Energy
Etfs
ETF
Covered Call Etfs
Literacy
Exchange-Traded Funds
Oil
CRM3
GOLD
Income Investing
Bonds
RBC Capital Markets
PWL Capital
Money Together

The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.

PublishesTwice weeklyEpisodes273Founded9 years ago
Number of ListenersCategories
EntrepreneurshipInvestingBusiness

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Artwork for Insight is Capital™ Podcast

Latest Episodes

What if the biggest drag on your client's wealth isn't the market — it's the tax bill you never talk about?

Most advisors obsess over pre-tax returns, basis points of alpha, and fee negotiations — while silently surrendering 200 to 300 basis points ... more

For 20 years, Canadian investors collected three free gifts they never paid for -- and the bill may finally be arriving.

In this episode of Insight Is Capital, Pierre Daillie sits down with Chhad Aul, Chief Investment Officer and Head of Multi-Asset... more

You don't need to become the insurance expert — you just need to know where the expertise lives and how to bring it to your client's table.

In the inaugural episode of Cover Your Assets, hosts Pierre Daillie and Ayal Cohen welcome Michael Wills, Dir... more

She forgot to hang up the phone — and what she overheard about herself in that boardroom became the seed of a Wall Street thriller twenty years in the making.

In this episode of Insight is Capital, Pierre Daillie sits down with Kristine Delano — Ind... more

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Recent Guests

Preet Banerjee
Personal finance expert, Money School founder, Globe and Mail columnist
Money School, Globe and Mail
Episode: The Folly of Trusting Your Own Mind With Money | Dr. Preet Banerjee
Brooke Thackray
Research analyst with Global X Investments Canada; author of the Thackray Newsletter and Quintessential Guides to Seasonal Investing
Global X Investments Canada
Episode: Animal Spirits vs. The Seasonal Rotation Calendar | Brooke Thackray
David Dziekanski
Founder/CEO of Quantify Funds; architect of stacked income ETFs
Quantify Funds; Convexitas (option sub-advisor)
Episode: David Dziekanski: The End of the Options-Based Income ETF Trade-Off
David Varadi
Professor of personal finance and investments at the Schulich School of Business, York University
York University, Schulich School of Business
Episode: David Varadi: The Early Years of Retirement Are The Most Dangerous
Eric Balchunas
Senior ETF analyst at Bloomberg Intelligence; co-host of the Trillions podcast
Bloomberg Intelligence
Episode: The ETF Terrordome: Why 1 in 3 New Funds Will Never Survive
Justin Huhn
Founder and lead editor of Uranium Insider
Uranium Insider
Episode: Justin Huhn: Uranium is the Missing Layer Beneath the AI Trade
Valerie Grimba
Head of Global ETF Strategy
RBC Capital Markets
Episode: She Watches Billions in ETF Flows Every Day. What's Going On Behind the Screens?
Ben Felix
CIO of PWL Capital; YouTube educator; podcast host
PWL Capital
Episode: Why Half a Million People Trust PWL Capital CIO, Ben Felix
Ron Landry
Vice President and Head of Segment Solutions and Canadian ETF Services at CIBC Mellon
CIBC Mellon
Episode: Canada's ETF Surge is Structural, not Cyclical | Ronald Landry

Hosts

Pierre Daillie
Host with ties to AdvisorAnalyst.com and collaborative roles at multiple outlets; appears to drive conversations around capital markets and advisor-focused insights.
Mike Philbrick
Co-host known for interviewing and shaping discussions on investment strategy and market structure; affiliated with practitioner-focused investing discourse.

Chart Rankings

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Apple Podcasts
#217
Canada/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

How Pros Really Think About Risk, Probability, and Markets with Kris Abdelmessih
Q: How did Kris get into trading and end up at SIG?
His curiosity blossomed in college through a futures and options course, a key career fair interaction that led to an interview and mentorship; a mentor gave him a book that became the learning anchor, and a second-round interview codified the path into trading.
AI is Splitting the Market - The Hidden Winners Beyond NVIDIA with Ivana Delevska
Q: Looking at dispersion risks, where do you see the biggest opportunities and risks right now?
The biggest dispersion is between which model and which infrastructure wins, plus the software space where newer tools are now displacing incumbents, creating selective opportunities in cybersecurity and software infrastructure while avoiding broad application bets.
Stacking Strategic Gold and Bitcoin with RSSX with ReSolve's Mike Philbrick
Q: How does RSSX actually work to balance exposure to gold, Bitcoin, and US equities?
RSSX keeps 100% exposure to US equities and stacks gold and Bitcoin on top with an equal-risk weighting, typically around 80% gold and 20% Bitcoin, rebalanced within a band to manage volatility while preserving core equity exposure.
Stacking Strategic Gold and Bitcoin with RSSX with ReSolve's Mike Philbrick
Q: What are some of the various diversification cases for adding gold and Bitcoin to traditional portfolios?
Gold and Bitcoin act as hedges against inflation and currency devaluation due to their supply constraints and distinct drivers, with Bitcoin providing a digital gold analogue and potential asymmetric upside, making them viable diversifiers alongside traditional stocks and bonds.
How to Add Trend Following Alpha Without Sacrificing Your Core Portfolio with Rodrigo Gordillo
Q: How do investors practically implement managed futures without giving up traditional stock and bond exposure?
By using Return Stacked ETFs (RSST for stocks and RSBT for bonds) that allow full stock or bond exposure to stay in place while adding a managed futures sleeve that is rebalanced daily, effectively layering in crisis alpha and diversification without altering the core allocation.

Audience Metrics

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Frequently Asked Questions About Insight is Capital™ Podcast

What is Insight is Capital™ Podcast about and what kind of topics does it cover?

This show centers on capital markets, wealth management, and innovative investing strategies, with frequent focus on ETFs, multi-asset portfolios, and risk management. Episodes feature prominent researchers, portfolio managers, and industry practitioners who dissect market structure, product design, and practical implications for advisors and investors. Notable throughlines include evidence-based investing, governance and transparency in advisory relationships, the evolution of income-focused and alternative strategies, and the shifting role of advisors in a rapidly changing financial services landscape. The format often blends deep-dive interviews with actionable takeaways for practitioners seeking to improve client outcomes and portfolio ... more

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Which podcasts are similar to Insight is Capital™ Podcast?

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1. Excess Returns
2. The Meb Faber Show - Better Investing
3. Animal Spirits Podcast
4. The Compound and Friends
5. The Master Investor Podcast with Wilfred Frost

How many episodes of Insight is Capital™ Podcast are there?

Insight is Capital™ Podcast launched 9 years ago and published 273 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Insight is Capital™ Podcast?

Recent guests on Insight is Capital™ Podcast include:

1. Preet Banerjee
2. Brooke Thackray
3. David Dziekanski
4. David Varadi
5. Eric Balchunas
6. Justin Huhn
7. Valerie Grimba
8. Ben Felix

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