Goshka Folda, President & CEO, Investor Economics, and Global Head of Research, Strategic Insight, chatted with us at the 2018 Mindpath CETFA ETF Conference to discuss her research firm's findings of what it will take for advisors to remain the advisor of choice, to be irreplaceable, in the future, as the nature of the investment business evolves, as a resul ... Show More
Mar 6
Private Markets Are Reshaping Wealth-Are Canadian Portfolios Ready with Clay Khan
If institutional investors have already shifted toward global diversification and private markets, why are most retail portfolios still stuck in the past?In this episode of Insight Is Capital, host Pierre Daillie sits down with Clay Khan, Head of Canada and Managing Director at N ... Show More
52m 4s
Feb 24
AI is Splitting the Market - The Hidden Winners Beyond NVIDIA with Ivana Delevska
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.In this episode of Raise Your Average, hosts Pierre Daillie and Mike Philbrick sit down with Ivana Delevska, Founder a ... Show More
55m 57s
Feb 18
Dennis Mitchell When Diversification Matters - The Case for Global Real Estate
When equity markets grow concentrated and expensive, the real risk isn’t volatility — it’s failing to diversify before the cycle turns. For years, global real estate has sat in what Pierre Daillie calls “the penalty box” — weighed down by rising rates, skepticism, and falling val ... Show More
24m 47s
Feb 2024
If You Leave Us Now with Mike Wilson
Mike Wilson of Morgan Stanley is back for his quarterly appearance! We discuss Nvidia earnings becoming a big macro event (2:00), the AI gold rush (6:45), finding relative value (10:00), interest rates (13:40), active vs. passive investing (23:40), the labor market (25:15), bank ... Show More
52m 4s
Apr 2024
BoJ Begging For Mercy + A Conversation with Peter Polanskyj of Obra Capital
On this episode of “On The Tape,” Dan Nathan and Liz Young give their take on earnings season thus far (4:00), Meta (8:00), CEOs talking about the consumer (14:00), how the stock market could react to the Fed Meeting & Jobs Report this week (20:00), yields/currencies (24:30), and ... Show More
57m 16s
Dec 2024
E117: What Will Family Offices Invest into in 2025? w/Hansen Ringer
Hansen Ringer, Managing Director at Sepio Capital sits down with David Weisburd to discuss the asset class that delivers equity-like returns without the market risk, what distressed credit reveals about market cycles and investor behavior, and what happens when stocks and bonds m ... Show More
42m 10s