Farooq brings the key points, references and understandings from keynote webinars and papers in a concise podcast. Providing easy access to gain the most from our esteemed speakers and experts. *Important to note the information is from our interpretation as individual professionals, and may incorporate our opinions*
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Farooq Ahmed Podcasts
Interviews of inspiring personalities at inspirado with Ahmed Boss
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The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.
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1
Top Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap with Ahmed Farooq
1:09:49
1:09:49
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1:09:49What 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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The Sh*tty Leader Inside Us All: Mark Robinson's Lessons in Real Leadership
1:08:59
1:08:59
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1:08:59In 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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Inside the Minds of Canadian Investors - Survey Findings Every Advisor Should Know with Sam Febbraro
22:23
22:23
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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
41:52
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41:52Chances 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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Orthodontics In Interview: CHRIS LASPOS Can you really treat complex cases with aligners?
39:18
39:18
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39:18Can you really treat complex cases with aligners? “We’ve done a study of myextraction cases... when you do one or two sets of additional aligners, thenyou will be able to get everything to ideal” “I will never try to bring17 and 18 mesial to close space” “The staging that eachcompany does, it does make a difference. If your technician doesn’t under…
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How to Add Trend Following Alpha Without Sacrificing Your Core Portfolio with Rodrigo Gordillo
29:15
29:15
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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
20:08
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20:08Forget 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
45:34
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45:34In 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
18:17
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18:17In 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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Interproximal Reduction, When, Why, and How | 9 MINUTE SUMMARY
10:15
10:15
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10:15Interproximal Reduction, When, Why, and How | 9 MINUTE SUMMARY In this episode, I dive into the fundamentals of interproximal reduction(IPR) when to use it, why it matters, and how to do it effectively. We’ll cover how much IPR can safely be carried out, compare differentclinical protocols and their pros and cons, and take a critical look at howali…
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Bond Voyage! Saying Goodbye to Traditional Diversifiers with Tony Dong
1:06:27
1:06:27
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1:06:27Pierre 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
30:09
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30:09Canadian 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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1
The India Stack: The Case for Investing in India's Booming Tech Sector with Kevin Carter
49:49
49:49
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49:49The 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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CBCT, what’s the harm and should it be routine? | 9 MINUTE SUMMARY
9:12
9:12
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9:12Join me for a summary of CBCT use inorthodontics, where I look into the current risk of cancer with CBCT use, the differenceit can make to treatment planning, and the 3 most common incidental findingsorthodontists should be aware of. This was one my highlight lectures from lastyears British Orthodontic Conference by Consultant Dental Radiologist, S…
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EMQQ Global's Kevin Carter: A Serial Investech Pioneer Walks into Princeton University
1:07:14
1:07:14
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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
1:08:56
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1:08:56Can 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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1
Doomberg: Policy Uncertainty is The New Systemic Risk
1:28:45
1:28:45
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1:28:45What 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
53:59
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53:59Summary 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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Orthodontics In Interview: Aligners, Limited or Just Misunderstood? TOMMASO CASTROFLORIO
58:03
58:03
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58:03Orthodontics In Interview: Aligners, Limited or Just Misunderstood? tommaso castroflorio “The biggest difference in overcoming the limitation (of aligners) is to understand how to control aligner deformation” “We need to improve the available knowledge about aligners, because we need to control the companies, we do not need companies controlling us…
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Return Stacking: Diversification Without Sacrifice
1:02:06
1:02:06
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1:02:06Is 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
35:56
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35:56In 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
1:29:30
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1:29:30Is 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
1:00:28
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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
51:56
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51:56In 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
51:07
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51:07Private 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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Impacted canines, resorbed teeth Part 2 | 3 MINUTE SUMMARY
3:56
3:56
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3:56Join me for a summary of recent long-term research of resorbed teeth due to impacted canines. This podcast is based on an excellent lecture by Julia Naoumova delivered at last year’s British Orthodontic Conference. Part 2 with focus on the prognosis of resorbed teeth from impacted canines, and follows on from part 1 with explored outcomes of open V…
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Impacted canines, what’s the latest? Part 1 | 6 MINUTE SUMMARY
6:30
6:30
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6:30Join me for a summary of the management of impacted canines, the latest evidence regarding different techniques for alignment. This podcast is based on an excellent lecture by Julia Naoumova delivered at last year’s British Orthodontic Conference. Part 1 will focus on recent findings of a modified open exposure technique Vs closed exposure, in term…
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The Power of Raising Literacy in Canada with Mélanie Valcin
42:06
42:06
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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
56:19
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56:19Market 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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Will dental monitoring change orthodontics? 6 MINUTE SUMMARY
7:10
7:10
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7:10Join me for a summary looking at remote monitoring in orthodontic clinical practice, and if it can improve, quicken and enhance orthodontic clinical practice. This podcast is based on an excellent webinar by Jonathan Sandler and Juan Carlos Varela, as part of the Angle-net webinar series. I discuss how Dental Monitoring works, the proposed advantag…
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The 2025 Marketing Guide for Financial Advisors with Samantha Russell
51:05
51:05
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51:05In 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
1:44:39
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1:44:39What 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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Overcorrection with aligners, when and how? 7 MINUTE SUMMARY
8:07
8:07
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8:07“We do not accept the weaknesses of out appliances as absolutes, but rather we adjust out treatment mechanics to account for them Mazyar Moshiri, “If you are not willing you use elastics – you are not able to get finishing like braces” Mazyar Moshiri“We cannot have a reasonable discussion of efficacy and accuracy until we study the appliance as ort…
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Rethinking Wealth: Unlocking the Power of Private Markets
59:17
59:17
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59:17In 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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Orthodontics In Interview: ALFRED GRIFFIN What can digital fixed appliances do better? LIGHTFORCE
40:26
40:26
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40:26“it's a platform for mass customization” “I think Lightforce system has more friction than it should right now.” “We operationalize great outcomes.” “People that need to have a Cochrane review to prove to themselves the sky is blue, those are not the people that should be using Lightforce right now” Alfred and I discuss his digital bonding system, …
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Women and Alts: A Global Perspective with Barbara Stewart, CFA
31:16
31:16
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31:16In 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
46:36
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46:36In 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
1:23:40
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1:23:40In 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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Transverse assessment with a CBCT, is it the answer? 5 MINUTE SUMMARY
5:47
5:47
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5:47Join me for a look at CBCT and its use in the diagnosis of the transverse problem, and if it offers the solution to the debated topic. The podcast is based on a lecture by Chun Hsi Chung at this year’s AAO and appraises established methods of assessment, the Curve of Wilson and the WALA ridge line through the lens of a CBCT, as well as how to use a…
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1
Stop Competing with Markets! Do this instead - Larry Swedroe
1:25:06
1:25:06
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1:25:06In 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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Can Orthodontics Treat Paediatric Obstructive Sleep Apnoea? 8 MINUTE SUMMARY
8:13
8:13
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8:13Join me for a summary looking into the increasingly populartopic of paediatric obstructive sleep apnoea, a review of orthodontic treatments available, and how effective they are in this growing field of both medicine and dentistry. This episode is a summary of Alberto Capriglio’s lecture fromthe AAO and Carlos Flores Mir’s lecture at the IOF earlie…
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Fidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2024. How?
49:32
49:32
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49:32Pierre 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…
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NBI's Martin Lefebvre: Q4 2024-2025 Market and Economic Outlook
35:43
35:43
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35:43In this episode of the Insight is Capital podcast, Pierre talks to Martin Lefebvre, Chief Investment Officer at National Bank Investments. They explore Martin's outlook on the economy, fixed income, and equities, amid a backdrop of U.S. stock highs, falling bond yields, and changing labor market indicators. They discuss the recent Federal Reserve's…
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Posterior Bolton’s Discrepancy. New Analysis To Solve Old Problems 5 MINUTE SUMMARY
5:35
5:35
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5:35Join me for a summary looking at The Posterior Bolton Discrepancy,a new take on the classic Bolton discrepancy. Wayne Bolton’s analysis has beencritically appraised and the outcome from Patrick Foley and his team has beenthe formation of the posterior Bolton analysis, a new perspective on an establishedtool in orthodontics which seeks to give bette…
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Shana Sissel – From Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative Investments
1:11:33
1:11:33
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1:11:33In this episode of 'Raise Your Average,' co-hosts Pierre and Mike welcome Shana Orczyk Sissel, CEO at Banrion Capital Management. We explore Shana's 20-year journey in wealth management, her experience and insights on alternative investments, and the evolving landscape of the industry. Shana shares her personal story of transitioning from a career …
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Todd Finkle: A Fresh Take on Warren Buffett
1:27:48
1:27:48
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1:27:48In this episode of Insight is Capital, Pierre welcomes Dr. Todd Finkle, esteemed Pigott Professor of Entrepreneurship at Gonzaga University and author of 'Warren Buffett: Investor and Entrepreneur.' Dr. Finkle draws on nearly two decades of research and personal experiences and notably, his connection to the Buffett family (he shares his memories o…
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What is Lightforce, will it change orthodontics? 6 MINUTE SUMMARY
7:06
7:06
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7:06Join me for a look into a recent digital innovation withinorthodontics, Lightforce. I explore how the 3D printedlabial bracket system works, the features and what the proposed advantages. Recentresearchexploring the advantages of Lightforce is discussed as well as my comparison toother digital innovations within orthodontic appliances. What is Ligh…
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What Happens To Adults When We Expand With Aligners? 6 MINUTE SUMMARY
6:57
6:57
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6:57Join me for a podcast summary looking at the effects ofaligners when expansion occurs. In this podcast we will explore if bone lossoccurs with expansion and why bone loss doesn’t necessarily cause recession. Thepodcast is based on the lecture and research by Greg Huang presented at this year’sAAO, and includes some more recent research on the topic…
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1
Macro Outlook and Defensive Investing Strategies with Bob Elliott
1:17:53
1:17:53
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1:17:53Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the show. We discuss his 13 years experience at Bridgewater Associates (10 years as head of Ray Dalio's investment research team), and the lessons he learned from the Global Financial Crisis. We get into the more recent period of ecomomic upheaval, and today's macroeconomic landsca…
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1
Justin Huhn: The Generational Bull Case for Uranium
1:16:52
1:16:52
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1:16:52Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie and Mike Philbrick on the show to discuss the unfolding generational bull case for uranium and the entire uranium and nuclear power generation sector. We explore the cyclical nature of the uranium market, current supply and demand dynamics, and the impact of ge…
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