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 and CIO of Spear Advisors, to unpack how AI is splitting the market — creating ... 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 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 13
Energy Is Destiny: War, China, Gold, Canada & the 60/40 Era
If energy is destiny and stockpiles signal intent, then this episode may completely change how you see oil, gold, China, Canada—and your portfolio. In this high-conviction macro deep dive, hosts Pierre Daillie and Mike Philbrick sit down with returning guest Doomberg to dismantle ... Show More
1h 38m
Jan 2025
A Uranium Mine, the Navajo Nation and a Six-Month Standoff
On Wednesday, the Navajo Nation and the mining company, Energy Fuels Inc., announced a new agreement detailing how uranium could be transported through tribal lands. The agreement ends a stalemate between the two parties. And it comes at a time when interest in nuclear energy — ... Show More
16m 2s
Jul 2025
How to Invest in Nuclear Energy’s Biggest Revival in Decades
Nuclear energy is experiencing unprecedented growth, offering investors opportunities in uranium miners, utilities, ETFs, and next-generation small modular reactor companies.Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund (FUND), SMPL - Simply Good Foods Co. (NAS), CVCO ... Show More
46m 38s
Sep 2025
Alphabet Pops, Global X Uranium Up Big, CoreWeave Rallies
On this edition of Stock Movers:- Google parent Alphabet (GOOGL) shares popped today after the search giant on Monday joined an elite group of companies valued at more than $3 trillion, the latest sign of improving investor sentiment toward the Google parent. Shares rose as much ... Show More
5m 40s
Sep 2024
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner
<p>Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they sit down with Maureen Zawalick (Vice President at Diablo Canyon Power Plant) to discuss the importance of nuclear power, the history and future ... Show More
1h 18m
May 2022
Who Killed Nuclear Energy?
Emmet Penney, creator of Nuclear Barbarians, Grid Brief, and the ex.haust podcast, walks us through the rise, fall and future prospects of nuclear power in the United States. Emmet dives deep on the historical, regulatory, political, and environmentalist forces behind nuclear ene ... Show More
1h 15m
Aug 2025
Simon Goes Nuclear with nuclear energy influencer Isabelle Boemeke
<p>“Nuclear” might make you wince—but the real problem isn’t the energy, it’s the branding. Safe, low-carbon, and scalable, nuclear could be a climate hero—if only we told the story right.</p><p>Isabelle Boemeke is on a mission to change how we think about nuclear energy. A Brazi ... Show More
1h 6m
Dec 2022
MacroVoices #355 Mark Nelson: Understanding All Things Nuclear
<p>In this first part of holiday special, MacroVoices welcomes nuclear engineer Mark Nelson to the show to discuss all things nuclear. Erik and Mark start with a brief history of the industry, then talk about both real and perceived problems with nuclear power, before moving on t ... Show More
2h 34m