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Insight is Capital™ Podcast

AdvisorAnalyst.com
Canada
Exchange-Traded Funds
Artificial Intelligence
Income Investing
Managed Futures
ETF
Covered Call Etfs
CRM3
Advisors Alpha
United States
Energy
NASDAQ
Model Portfolios
Private Equity
Diversification
Commodities
Bonds
Defense Technology
Venture Capital
Panama

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

PublishesTwice weeklyEpisodes264Founded9 years ago
Number of ListenersCategories
InvestingBusinessEntrepreneurship

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Artwork for Insight is Capital™ Podcast

Latest Episodes

In this episode of Insight Is Capital, Pierre Daillie sit down with Ben Felix — Chief Investment Officer and Portfolio Manager at PWL Capital, co-host of the Rational Reminder podcast, and the driving force behind one of the most-watched evidence-bas... more

Canada's ETF market isn't just growing — it's being structurally rewired, and Ron Landry has a front-row seat to where every dollar is flowing and why.

Pierre Daillie sits down with Ronald Landry, Vice President and Head of Segment Solutions and Can... more

Larry Swedroe has spent 30 years proving the market will almost always beat you — and in this episode, he explains why that's about to become even more true.

In this episode of Raise Your Average, hosts Pierre Daillie and Mike Philbrick sit down wit... more

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He replaced his paycheck with a covered call ETF portfolio, moved to Panama, and put the whole system on display — because transparency, it turns out, is the most powerful financial planning tool nobody in the industry is using.

What does it actuall... more

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Recent Guests

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
Larry Swedroe
Outsourced CIO, bestselling author, former principal and director of research at Buckingham Strategic Wealth
Buckingham Strategic Wealth / Focus Wealth Partners
Episode: Larry Swedroe: The Adaptive Market & The Undiversified Investor
Adriano Starinieri
Creator and finfluencer behind Passive Income Investing
Passive Income Investing
Episode: Adriano Starinieri - No Filters, No Pitch, No Advisor
Devin Anderson
Co-founder, Convexitas
Convexitas
Episode: The Covered Call ETF Gap | Zed Francis and Devin Anderson
Zed Francis
Co-founder, Convexitas
Convexitas
Episode: The Covered Call ETF Gap | Zed Francis and Devin Anderson
Joe Canavan
Principal at Canavan Capital
Canavan Capital
Episode: Joe Canavan on Wealth, Risk, and Canada's Next Chapter
Dave Nadig
President and Director of Research at ETF.com
ETF.com
Episode: Dave Nadig: The ETF Bubble Nobody is Talking About
Brian Belski
CEO and Chief Investment Officer of Humilis Investment Strategies
Humilis Investment Strategies
Episode: Humble Process, Extraordinary Results—The Brian Belski Way
Steve Hawkins
Founder and CEO of Longpoint ETFs
Longpoint ETFs
Episode: Humble Process, Extraordinary Results—The Brian Belski Way

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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Talking Points

Recent interactions between the hosts and their guests.

Larry Swedroe: The Adaptive Market & The Undiversified Investor
Q: What predictions do you have for the next decade regarding the use of AI by advisors and asset managers?
The adoption of AI will continue to expand, but the core advisor role will shift toward wealth management and holistic planning; the opportunity lies in integrating evidence-based investing, education, and access to illiquid assets with effective risk management and client communication.
Larry Swedroe: The Adaptive Market & The Undiversified Investor
Q: What is the role of alternatives and trend-following in a well-constructed portfolio?
Alternatives like private real estate, reinsurance, and trend-following strategies can reduce tail risk and improve risk-adjusted returns, but require careful due diligence, appropriate sizing, and a recognition that they may underperform for extended periods before delivering benefits.
Larry Swedroe: The Adaptive Market & The Undiversified Investor
Q: How should advisors adapt their process in an era of AI hype and social media-driven markets?
Advisors should emphasize behavioral risk management, meaningful planning with Monte Carlo simulations, and structured diversification across uncorrelated assets; stay disciplined, avoid chasing recency, and ensure clients can tolerate the plan through drawdowns.
Larry Swedroe: The Adaptive Market & The Undiversified Investor
Q: When you look at how AI is being used in research and trading today, what do you think it is really changing in terms of market efficiency and the opportunity set for investors?
AI accelerates the discovery of micro-inefficiencies and non-linear relationships, but as soon as these advantages are exploited, others copy them and the edge fades; the market becomes more efficient overall, with the opportunity set shrinking but never disappearing entirely due to limits to arbitrage and varying risk tolerances.
The Party Always Ends: How to Build a Portfolio for the Morning After | Meb Faber
Q: What are the core levers advisors can use to adapt portfolios for the next decade?
Maintain a core allocation to global stocks, bonds, and real assets while adding tilts toward value, trend, and defensive sleeves; use systematic rebalancing and prudent tax strategies to manage risk and enhance returns.

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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?

These podcasts share a similar audience with Insight is Capital™ Podcast:

1. Excess Returns
2. Get Stacked Investment Podcast
3. The Derivative
4. Insightful Investor
5. Two Quants and a Financial Planner

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

Insight is Capital™ Podcast launched 9 years ago and published 264 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. Ron Landry
2. Larry Swedroe
3. Adriano Starinieri
4. Devin Anderson
5. Zed Francis
6. Joe Canavan
7. Dave Nadig
8. Brian Belski

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