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

Insight is Capital™ Podcast
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Podcast Overview
The official podcast of AdvisorAnalyst.com, publisher of actionable market and investment insight, commentary, analysis and practice management for investment professionals and investors.
Language
🇺🇲
Publishing Since
8/11/2017
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Recent Episodes

July 28, 2026
Returns Are a Commodity—Stop Selling the Plumbing | Som Seif
If you couldn't talk about performance for 10 minutes, what would you tell a client about the value you provide? Som Seif, Founder and CEO of Purpose Investments, joins Pierre Daillie on Insight Is Capital for a candid, wide-ranging conversation that challenges advisors to confront an uncomfortable truth: the portfolio management skills that built their practices over the last four decades are rapidly becoming a commodity. Seif argues that the 60/40 portfolio, long the default solution for most Canadians, succeeded largely because of a 40-year tailwind of declining interest rates, not because it was the most resilient framework. Now, with inflation structurally embedded, bonds no longer reliably offsetting equity risk, and passive investing producing painful results on the fixed income side, Seif contends that advisors who keep selling their investment sophistication as a value proposition are standing on eroding ground. The real job, he insists, is not to beat a benchmark but to answer one question for every client: Am I going to be okay? Drawing on his experience building both Claymore and Purpose from the ground up, Seif outlines what a truly outcome-driven, goals-anchored advisory practice looks like, and why the greatest financial product ever created, the defined benefit pension, is the experience every advisor should be designing for their clients. The conversation also covers Seif's conviction that Canada stands at a rare structural inflection point, why atoms are replacing bytes as the investment theme of the next decade, and why advisors who stop selling the plumbing and start being genuine accountability partners will not only survive fee compression but actually increase what clients are willing to pay.

July 22, 2026
The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight | Ray Carroll
Host Pierre Daillie interviews Ray Carroll, Ph.D., CFA, who reveals how advisors overlook tax bills, costing clients significant after-tax returns and offering strategies to reclaim lost capital.

July 21, 2026
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
Pierre Daillie interviews Chhad Aul, CIO at SLGI Asset Management, about navigating market shifts and identifying future investment opportunities.
275 total episodes available with 114 transcripts
Recent guests on Insight is Capital™ Podcast
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Ray Carroll
Guest
Chhad Aul
Guest
Michael Wills
Guest
Kristine Delano
Guest
Matt Hougan
Guest
Dr Preet Banerjee
Guest
Brooke Thackray
Guest
David Dziekanski
Guest
David Varadi
Guest
Eric Balchunas
Guest
Justin Huhn
Guest
Valerie Grimba
Guest
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Frequently asked questions
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- What is Insight is Capital™ Podcast?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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