Podcast thumbnail for Insight is Capital™ Podcast

Insight is Capital™ Podcast

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by AdvisorAnalyst.com

5.0(3 reviews)
275 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇨🇦
47

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality95
Social0
YouTube0
Engagement0

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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47

Podcast Authority

Beta
FairBased on show quality, social media presence, reviews, charts, and more
Pod Engine
Quality95
Social0
YouTube0
Engagement0
8
Excellent Areas
2
Good Performance
9
Growth Opportunities
excellent
Episode Length
56 minutes
Performing excellently!
good
Publishing Consistency
Every 13 days

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Recent Episodes

Episode thumbnail for Returns Are a Commodity—Stop Selling the Plumbing | Som Seif

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.

Episode thumbnail for The Tax Alpha Gap: 260 Basis Points Hiding in Plain Sight | Ray Carroll

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.

Episode thumbnail for The CIO's View: What Changed, What Held, What's Next? | Chhad Aul

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

Have a different question and can't find the answer you're looking for? Reach out to our support team by sending us an email and we'll get back to you as soon as we can.

What is Insight is Capital™ Podcast?

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

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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