Sep 4, 2020
Our conversation with Srikanth Iyer, Managing Director, Head of I3 (i-Cubed) Investments, at Guardian Capital.
From their head start in 2010 to today, Iyer explains why factor investing has not been working well, and boils down and shares 10 years of his group's discoveries, insights, and innovation that have come from...
Sep 1, 2020
Candice Bangsund, Vice-President, Portfolio Manager of Global Asset Allocation at Fiera Capital joins us for a wide ranging discussion about both fixed income and equity markets, the nature of global monetary policy and central bank stimulus. We talk about where the opportunity set is for investors. Valuations are high...
Aug 18, 2020
Our wide-ranging conversations with Brian Wesbury, Chief Market Economist, at First Trust Portfolios, where we discuss the state of the U.S. economy, the consequences of the COVID-19 lockdown, what empirical data says about the true state of affairs. Recently, Wesbury has been quoted as saying "The recession is over,"...
Jul 28, 2020
Our conversation with Hans Albrecht and Nicolas Piquard, portfolio managers at Horizons ETFs.
In this wide ranging discussion, we discuss markets and market conditions, investor economics, (low) bond yields and (low and threatened) dividend yields. We go in-depth on the misunderstood opportunity of covered call writing...
Jul 21, 2020
Our conversation with Steve Hawkins, President and CEO, Horizons ETFs, we discuss markets, trends, and why cash balances shouldn't be a drag on investing, which led his firm to launch two new cash management ETFs.
HSAV, launched earlier this year, and HSUV.U, launched more recently, solve some of the perennial problems...