Best Kinst Podcasts (2025)

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AGF's David Stonehouse: A Narrower Path Forward for Markets in 2026 56:19

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5d ago56:19

56:19

In this episode of Insight Is Capital, host Pierre Daillie sits down with David Stonehouse, Interim CIO and Head of North American Specialty Investments at AGF Investments, for a wide-ranging but grounded discussion on what lies ahead for investors as the cycle matures. Stonehouse frames 2026 as a constructive but narrower environment—one supported…

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Leslie Alba: Positioning Portfolios Purposefully—Lessons from CIBC AM's $90B Head of Portfolio Solutions 53:11

8d ago53:11

53:11

Explore the evolving world of portfolio construction with Leslie Alba, CFA, CIBC Asset Management's $90-billion Head of Portfolio Solutions. Discover how to move beyond traditional diversification and embrace a total portfolio approach, balancing risk exposures for uncertain markets. Learn actionable insights for managing expectations and navigatin…

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Wealth as a Means, Not a Goal: Investing With Intention in a Polarized World with Tim Nash 1:07:49

15d ago1:07:49

1:07:49

In this wide-ranging and human conversation, host Pierre Daillie sits down with Tim Nash, Founder & CEO of Good Investing, to explore what it really means to invest with intention in an era of political polarization, ESG backlash, and growing client skepticism toward traditional finance.Drawing on more than 15 years of experience in sustainable inv…

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Wealth Partnership and Purpose with Doug and Heather Boneparth 47:41

29d ago47:41

47:41

Featuring Heather & Douglas Boneparth, authors of Money TogetherWhat really happens when love, money, ambition—and sometimes resentment—share the same address?In this deeply honest and refreshingly candid episode of Insight Is Capital, host Pierre Daillie sits down with Heather and Douglas Boneparth, the powerhouse couple behind Bone Fide Wealth an…

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Building Portfolios That Never Say Sorry with Kinsted's Brent Smith 1:18:07

1M ago1:18:07

1:18:07

In this illuminating episode of Insight is Capital, host Pierre Daillie sits down with Brent Smith, CIO of Kinsted Wealth, for a deep dive into how private investors can now build truly institutional-style portfolios. Smith—who spent decades leading Franklin Templeton’s Multi-Asset Strategies group before co-founding Kinsted—shares a masterclass on…

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The Global ETF Boom and Upcoming Toronto ETFGI Global ETFs Summit with Deborah Fuhr 38:34

1M ago38:34

38:34

In this episode of Insight is Capital, host Pierre Daillie welcomes Deborah Fuhr, one of the world’s foremost authorities on ETFs and the Founder and Managing Partner of ETFGI. Together, they explore the explosive growth of the global ETF industry—now surpassing $18.8 trillion in assets—and what this means for advisors, investors, and the evolving …

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Investment Grade CLOs—A secure path to yield and resilience with Mark Jarosz 42:33

2M ago42:33

42:33

In this episode of Insight is Capital, Mark Jarosz, Head of Credit Alternatives at BMO Global Asset Management, joins us to demystify the world of Collateralized Loan Obligations (CLOs) — a sophisticated yet increasingly accessible asset class, now reshaping how investors think about income, risk, and portfolio diversification.Jarosz explains how C…

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Rich Mindset vs. Poor Mindset—The Psychological Divide with Dr. Brad Klontz 52:14

2M ago52:14

52:14

What if the biggest obstacle between you and financial freedom isn’t your income — but your mindset? In this powerful and eye-opening episode of Insight is Capital, host Pierre Daillie sits down with Dr. Brad Klontz, financial psychologist, bestselling author, and professor, to explore the hidden forces shaping our relationship with money. From chi…

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Future-Proof Wealth: How First Avenue is Redefining Wealth Management Advice 1:04:40

2M ago1:04:40

1:04:40

In a world where ego often overshadows insight, First Avenue’s Kash Pashootan and Michael Newton reveal why humility, curiosity, and true team depth are redefining the future of wealth management. In this Insight is Capital episode, host Pierre Daillie sits down with Kash Pashootan, CEO, and Michael Newton, Head of Wealth Management at First Avenue…

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Why EQ beats IQ in Wealth Management with Shana Sissel 1:36:36

2M ago1:36:36

1:36:36

In this powerful episode of Insight is Capital, host Pierre Daillie sits down with Shana Sissel, CEO and Founder of Banríon Capital Management, widely known as the “Queen of Alternatives.” From breaking barriers in the world of alternative investments to surviving and thriving through profound personal adversity, Shana’s story is one of resilience,…

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Peter Berezin: Is this the Wile E. Coyote moment for investors? 49:05

3M ago49:05

49:05

What if the U.S. economy is already sprinting off a cliff—and just hasn’t looked down yet? In this riveting conversation, BCA Research’s Peter Berezin joins Pierre Daillie to unpack whether markets are living through their Wile E. Coyote moment: running on optimism while gravity—the reality of stagflation, slowing growth, and political interference…

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Private Investments Come of Age - Opportunity and Balance Unlocked 50:31

3M ago50:31

50:31

Private markets aren’t just the playground of institutions and the ultra-wealthy anymore. In this episode, we dig into how access to private credit, equity, and real assets is opening up—and why that shift is changing the way Canadian advisors build portfolios. Raphaëlle Gauthier-Grenier, Senior Director, Investment Solutions – Private Investments …

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Ilan Kolet | From US Exceptionalism to Canadian Realism Fidelity's Global Recalibration 51:36

3M ago51:36

51:36

“Things are priced for perfection—but the world isn’t perfect.” — Ilan Kolet What does it take to navigate a world where the U.S. is no longer the default safe haven? In this powerful episode, Pierre Daillie is joined by Ilan Kolet, Institutional Portfolio Manager on Fidelity Investments Canada’s Global Asset Allocation Team, to break down Fidelity…

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ETFs, Advisors, and the Next Trillion: Inside the Minds of Two Industry Leaders 49:44

4M ago49:44

49:44

Canada invented ETFs — but how did they grow into a trillion-dollar force, and where are they headed next? Pierre Daillie sits down with BMO ETF leaders Alain Desbiens and Tammy Cash to reveal the untold stories, the lessons learned, and what the future holds for advisors and investors.Episode SummaryIn this in-depth conversation, Pierre Daillie is…

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The 4th Turning of Markets: Paradigm C, Inflation, Debt & Investing in 2025 with Darius Dale 1:06:05

4M ago1:06:05

1:06:05

What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered “Paradigm C” — a regime of fiscal dominance, deregulation, and coordinated support — and what it means for portfolios, the Fed, and your financial future.📖 Episode S…

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CRM3 (TCR) - More than compliance - It's a chance to define your value 33:35

4M ago33:35

33:35

CRM3 (Total Cost Reporting) isn’t just another compliance box to check—it’s the biggest shift in cost transparency Canadian advisors have ever faced, and how you handle it could define your client relationships for years to come.In this episode of Insight is Capital, host Pierre Daillie sits down with three leading voices to unpack the realities—an…

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Ric Edelman - A Real Risk - Not owning bitcoin 1:22:14

4M ago1:22:14

1:22:14

What if the riskiest move in your portfolio isn’t owning crypto—but ignoring it?In this episode of Raise Your Average, hosts Pierre Daillie and Mike Philbrick sit down with legendary advisor, founder of the largest US RIA firm, author, and futurist Ric Edelman, Founder of DACFP (Digital Assets Council of Financial Professionals). Edelman, long know…

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Alfred Lee: Constructive But Cautious—Navigating the market's crosscurrents 51:58

4M ago51:58

51:58

In a market climbing a wall of worry, Alfred Lee, Deputy CIO at Q Wealth Partners, breaks down what’s really driving resilience in equities, the pitfalls of the 60/40 portfolio, and why private markets may hold the key to asymmetric opportunities. Summary Alfred Lee, Deputy Chief Investment Officer at Q Wealth Partners, joins us for a deep dive int…

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Stacking Strategic Gold and Bitcoin with RSSX with ReSolve's Mike Philbrick 25:34

5M ago25:34

25:34

In a world where inflation, currency debasement, and geopolitical shocks threaten portfolios, what if you could keep your core equity exposure and add the asymmetric upside of Bitcoin and the timeless stability of gold—without triggering investor panic or selling winners?In this episode, host Pierre Daillie sits down with Mike Philbrick, CEO at ReS…

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The Sh*tty Leader Inside Us All: Mark Robinson's Lessons in Real Leadership 1:08:59

5M ago1:08:59

1:08:59

In this episode of 'Insight is Capital,' Mark Robinson, the 'sh*tty leadership guy', and founder of The Sh*tty Leadership Series, joins us for a terrific conversation. With over 30 years of experience in leadership, Mark discusses the pitfalls of ego-driven management and the importance of honest, reflective leadership. We dive into the impact of f…

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Top Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap with Ahmed Farooq 1:09:49

5M ago1:09:49

1:09:49

What do advisors do when markets feel like a giant game of Jenga—top-heavy, fragile, and unpredictable with every move?Ahmed Farooq, Senior VP and Head of ETF Distribution at Franklin Templeton Canada joins us to explore how smart ETF design, active fixed income, and global diversification are helping advisors rebuild sturdier portfolios for an inc…

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Inside the Minds of Canadian Investors - Survey Findings Every Advisor Should Know with Sam Febbraro 22:23

5M ago22:23

22:23

🎯 "Investors Aren’t Just Asking ‘Will I Have Enough?’—They’re Asking ‘Will I Be Okay?’"In this episode of Insight is Capital, we're joined by Sam Febbraro, SVP of Wealth Solutions at Canada Life and President & CEO of Canada Life Investment Management Ltd.. With fresh insights from Canada Life’s 2025 Abacus Data survey in hand, Sam offers a compell…

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ETFs That Overlay Carry: Adding Alpha to Portfolios Without Subtracting Core Exposure with Adam Butler 41:52

5M ago41:52

41:52

Chances are, you're already using carry strategies in your portfolio—without even realizing it. Problem is, if you’re not doing it deliberately, it might be doing more harm than good. 🔍 Episode Summary In this special episode of Raise Your Average, Pierre is joined by Adam Butler, Chief Investment Officer at ReSolve Asset Management, co-creators al…

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How to Add Trend Following Alpha Without Sacrificing Your Core Portfolio with Rodrigo Gordillo 29:15

6M ago29:15

29:15

🎯 What if you could protect your portfolio during market crashes, boost returns, and still keep your core investments intact? That’s not a fantasy—it’s the power of trend following / managed futures via return stacking, and it's finally accessible to everyday investors. 🎙️ In this episode of Raise Your Average, Pierre Daillie sits down with Rodrigo…

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Corey Hoffstein: Merger Arbitrage Isn’t Just for Institutions Anymore — Here’s How You Can Use It 20:08

6M ago20:08

20:08

Forget what you thought about merger arbitrage — it’s no longer out of reach for individual investors and advisors. In this episode, Corey Hoffstein, CIO at Newfound Research and co-creator of Return Stacked ETFs, joins us for a deep dive into merger arbitrage — a long-used institutional strategy that’s now accessible to retail and advisor portfoli…

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Canada built the ETF—now it risks losing the industry to the U.S. — How CETFA means to reverse the trend 45:34

6M ago45:34

45:34

In this episode, Pierre Daillie sit down with Eli Yufest, Executive Director of The Canadian ETF Association (CETFA), for a sharp and revealing conversation about the future of Canada’s ETF industry. Yufest gets right down to it: beyond the Canadian ETF industry's assets under management, more than $230 billion of Canadian investor capital has left…

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Outsmart the 60/40 Trap: How Return Stacking Changes the Game 18:17

6M ago18:17

18:17

In this episode, Mike Philbrick, CEO, ReSolve Asset Management (which jointly innovated Return Stacked Portfolio Solutions with Newfound Research) breaks down how systematic macro strategies can offer powerful diversification benefits—and how Return Stacked™ portfolios make it possible for investors to keep their traditional equity and bond allocat…

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Bond Voyage! Saying Goodbye to Traditional Diversifiers with Tony Dong 1:06:27

8M ago1:06:27

1:06:27

Pierre Daillie and Mike Philbrick welcome Tony Dong—Lead ETF Analyst at ETF Central and founder of ETF Portfolio Blueprint— to the show to explore why investors may need to rethink their reliance on traditional portfolio diversifiers like long-term bonds. Dong pulls no punches, calling out the pitfalls of covered call ETFs, explaining how to think …

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Innovation and Trends in the Canadian ETF Market with Ronald Landry 30:09

8M ago30:09

30:09

Canadian ETFs are booming—and behind the scenes, a quiet revolution is reshaping how advisors and investors build smarter, more efficient portfolios. In this episode, ETF industry leader Ronald Landry, Vice President, Head of Segment Solutions and Canadian ETF Services at CIBC Mellon joins us to explore what’s driving record ETF flows, the rise of …

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The India Stack: The Case for Investing in India's Booming Tech Sector with Kevin Carter 49:49

8M ago49:49

49:49

The most important tech story of the decade isn’t in Silicon Valley—it’s unfolding in Mumbai, Delhi, and Bangalore. In Part 2 of our in-depth conversation, Kevin Carter, founder of EMQQ Global, reveals why India’s digital transformation, powered by the India Stack, is not only revolutionary—it’s investable.We dive deep into the megatrends fueling I…

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EMQQ Global's Kevin Carter: A Serial Investech Pioneer Walks into Princeton University 1:07:14

8M ago1:07:14

1:07:14

🔥 You’ve heard of index funds… but what if the real revolution in investing started with fractional shares, a phone call to Dr. Burton Malkiel, and a vision for emerging markets that no one saw coming?In Part 1 of this fireside chat on Insight is Capital host Pierre Daillie sits down with Kevin Carter, Founder and CIO of EMQQ Global, for a wide-ran…

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The Trump Put & How ETFs are Shaping Wild Markets with Eric Balchunas 1:08:56

8M ago1:08:56

1:08:56

Can one word from a U.S. president really move markets by 8% in two hours? Bloomberg’s Eric Balchunas calls it the "Trump Put"—and that's just for starters. Episode Summary: In this episode, Raise Your Average hosts Pierre and Mike welcome back Bloomberg Senior ETF Analyst Eric Balchunas, and co-host of Trillions, for a dynamic conversation that pe…

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Doomberg: Policy Uncertainty is The New Systemic Risk 1:28:45

8M ago1:28:45

1:28:45

What happens when political ambition trumps economic reality? Doomberg lays it bare.In this episode, Doomberg returns to unpack the dangerous disconnect between Washington’s four-year campaign cycle and the multi-decade timelines required for industrial and energy investments. From Trump’s tariff threats to the fragility of global auto supply chain…

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Elbows Up: Fidelity's Strategic Pivot Amid US Policy Uncertainty | Ilan Kolet 53:59

9M ago53:59

53:59

Summary In this timely episode of Insight is Capital, Pierre sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments, to unpack Fidelity’s latest macro outlook and strategic asset allocation decisions—just as the world braces for another wave of geopolitical and trade disruption. Drawing from Fidelity’s latest research pi…

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Return Stacking: Diversification Without Sacrifice 1:02:06

9M ago1:02:06

1:02:06

Is it possible to enhance diversification without sacrificing returns?In this episode of Raise Your Average, Pierre Daillie sits down with Rodrigo Gordillo of ReSolve Asset Management and Corey Hoffstein of Newfound Research to discuss the game-changing concept of return stacking and the launch of the Return Stacked Global Balanced & Macro ETF (RGB…

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ETF Views: Factors, Alts, Derivative Onions & Bugs with Tony Dong 35:56

9M ago35:56

35:56

In this episode of Insight is Capital, Pierre Daillie sits down with Tony Dong, founder of ETF Portfolio Blueprint and lead ETF analyst at ETF Central, for a comprehensive dive into the fast-evolving world of exchange-traded funds. Tony brings sharp insights and a dose of healthy skepticism to today’s ETF landscape—from flashy private credit produc…

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The ETF Industry's Hidden Risks with Dave Nadig 1:29:30

9M ago1:29:30

1:29:30

Is Wall Street turning investing into a casino? Dave Nadig reveals the hidden cracks in the ETF system, the explosive risks no one’s prepared for, and what financial advisors must understand before it’s too late.The ETF market has never been more innovative—or more dangerous. In this controversial conversation, industry veteran Dave Nadig breaks do…

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Paisley Nardini: Outlook—Time for Tail Risk Protection? 1:00:28

9M ago1:00:28

1:00:28

🔹 Is your portfolio riding the edge of chaos? Discover why diversification is back—and how to future-proof your investments before it’s too late.The investment world is shifting, and your portfolio needs to keep up. In this must-watch episode of The Insight is Capital Podcast, Pierre Daillie sits down with Paisley Nardini, portfolio manager and mul…

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Som Seif: Debunking Private Markets - Opportunities and Myths 51:56

10M ago51:56

51:56

In this episode Som Seif, CEO of Purpose Investments, joins us to challenge common misconceptions about private markets. First, we discuss the current state of markets. Seif explains why private assets—private equity, private credit, and private real estate—are becoming essential components of modern investment portfolios. He discusses how institut…

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Private Markets: Opportunities and Risks in a Transitional Financial Landscape 51:07

10M ago51:07

51:07

Private markets are undergoing a seismic shift, with assets poised to surge from $13 trillion to $23 trillion in just five years. As interest rates fluctuate and the new U.S. administration reshapes the financial landscape, where should investors look for opportunities, and what risks lie ahead? In this episode, we are joined by Ash Lawrence, Head …

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The Power of Raising Literacy in Canada with Mélanie Valcin 42:06

11M ago42:06

42:06

📖 Did you know that nearly 1 in 5 Canadian adults struggles to read a simple sentence? In this eye-opening episode of the Insight is Capital Podcast, host Pierre Daillie sits down with Mélanie Valcin, President & CEO of United for Literacy, to discuss the life-changing impact of literacy on individuals, families, and the Canadian economy. We explor…

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Pressing Investment Questions for 2025 with Ilan Kolet 56:19

11M ago56:19

56:19

Market uncertainty, rate cuts, U.S. exceptionalism, and a potential Canadian dollar shock—are we prepared for 2025? In this must-watch episode, Pierre Daillie sits down with Ilan Kolet, Institutional Portfolio Manager at Fidelity’s Global Asset Allocation Team, to dissect the most pressing questions investors and advisors are facing right now. What…

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The 2025 Marketing Guide for Financial Advisors with Samantha Russell 51:05

11M ago51:05

51:05

In this episode, host Pierre Daillie dives into the essentials of marketing success with Samantha Russell, Chief Evangelist at FMG Suite. Samantha shares her expert insights on how financial advisors can thrive in a digital-first world, where competition is nationwide, and the rules of client acquisition are constantly evolving. 🔥 Key Topics Discus…

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Are Markets overestimating 2025 Investment Opportunities with Aahan Menon 1:44:39

11M ago1:44:39

1:44:39

What does 2025 have in store for investors? Join us as we dive deep into the markets, macroeconomics, and the evolving landscape of risk and opportunity with Aahan Menon, Founder and CEO of Prometheus Research. In this special kickoff-to-2025 episode of Raise Your Average, Aahan breaks down his systematic and probabilistic approach to navigating to…

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Rethinking Wealth: Unlocking the Power of Private Markets 59:17

1y ago59:17

59:17

In this episode of Insight is Capital, we’re joined by Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute and author of the soon-to-be-released Private Markets: Building Better Portfolios with Private Equity. Tony shares his expert insights on the revolution in private market investing and why it’s reshaping wea…

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Women and Alts: A Global Perspective with Barbara Stewart, CFA 31:16

1y ago31:16

31:16

In this episode of Insight is Capital, Pierre Daillie welcomes Barbara Stewart, CFA, a renowned global researcher, author, and former portfolio manager, to discuss her latest white paper, 'Women and Alts: A Global Perspective.' Commissioned by Kensington Capital Partners, the in-depth 83-page research paper explores the alt gender gap and the barri…

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Mario Cianfarani: Canadians love their advisors - but Gen Z and Millenials are shaking things up 46:36

1y ago46:36

46:36

In this episode Mario Cianfarani, Head of Distribution at Vanguard Investments Canada joins us to discuss the latest findings from Vanguard Canada's Value of Advice survey. The widely developed survey, which gathered responses from 1,307 Canadian investors, highlights strong client satisfaction among advisors, with 74% of investors feeling their ad…

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Doomberg: Trump, Energy Policy and Geopolitical Uncertainty 1:23:40

1y ago1:23:40

1:23:40

In this episode, Richard and Pierre are joined by the brilliant and always-provocative Doomberg. Known for slicing through political and energy-market noise with precision, Doomberg unpacks the seismic shifts rippling across the globe following the U.S. election. From the resurrection of "Drill, Baby, Drill" to the strategic chessboard of Big Tech’…

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Stop Competing with Markets! Do this instead - Larry Swedroe 1:25:06

1y ago1:25:06

1:25:06

In this episode Pierre and Adam sit down with Larry Swedroe, well-known expert in evidence-based investment strategies and former CIO at Buckingham Wealth Partners. They get into Larry's views on market forecasting, why investors should ignore short-term predictions, and the importance of building resilient and hyper-diversified portfolios to mitig…

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Fidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2024. How? 49:32

1y ago49:32

49:32

Pierre welcomes back Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments. This episode delves into Ilan's expert analysis on U.S. and Canadian economies amid ongoing global economic shifts. Discover insights on the Fed's unprecedented rate cuts, the productivity expansion in the U.S., challenges facing the Canadian economy, and Fide…