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ETFs started as a simple, low-cost way to track major indexes. But today's ETF landscape is anything but simple. Peter Tomiuk joins Michael Hainsworth to explore how ETFs have evolved from basic index trackers into a spectrum of strategies spanning market cap, rules-based and fully active approaches—and why that shift is changing how investors think about portfolios, performance and the role of active management.
Bonds are not supposed to be exciting. They are supposed to do a job. And after years of near-zero yields, investors are finally being paid for that job again. Rose Devli joins Michael Hainsworth to discuss the current state of bond markets, the role bonds play in modern portfolios and the need for thoughtful, active fixed income management.
Michael Hainsworth - IDC Contributing Editor and Host of Where's My Jetpack Ben Fawcett, CFA, MBA - VP & Lead Portfolio Manager - Advisor Solutions & Market Knowledge at Canaccord Genuity Wealth Management
Should we treat digital assets as form of alternative investing? Should it be considered a strategic building block? Or is it all speculation? Pascal St-Jean joins Michael Hainsworth on the podcast to discuss the relevance of digital assets and the role it can play in a modern investment portfolio.
With technology removing investing barriers and providing more access to information than ever before, some investors are behaving more like bettors than investors, chasing price moves rather than underlying value. Jason Gibbs joins Michael Hainsworth on the podcast to discuss what disciplined investors should really focus on.
Market volatility has risen, commodities are driving inflation expectations and fixed income is adjusting in real time. Roger Rouleau joins Michael Hainsworth on the podcast to discuss the current state of fixed income and the new playbook to successfully manage the asset class going forward.
As companies stay private longer and entire industries grow outside of stock exchanges, public markets are a shrinking slice of the global investment opportunity set. Byron Monaghan joins Michael Hainsworth to discuss why private assets are becoming an increasingly important way to access growth, income and diversification.
Energy geopolitics is back on front page news, and oil supply is being called into question. Portfolio Manager Jennifer Stevenson joins host Michael Hainsworth to discuss the current state of the energy sector and potential opportunities.
Canadian banks may no longer be about stock price growth, but they offer durability, discipline and dividends through times of uncertainty. Portfolio Manager Nick Stogdill joins host Michael Hainsworth to discuss opportunities in the Canadian banking sector.
Wolfgang and Jack are joined by : Michael Hainsworth - IDC Contributing Editor and Host of Where's My Jetpack Rod Phillips, Canadian businessman and politician, serving as the Vice-Chair of Canaccord Genuity
With the low interest rate and yield environment—40 years in the making—likely behind us, bond markets and investment considerations have shifted. Join host Michael Hainsworth and Senior Portfolio Manager Romas Budd as they unpack the evolving fixed income market and the need to recalibrate your approach to bond investing.
With stubborn inflation, growing deficits and ongoing uncertainty, gold is at new all-time highs, begging the question if gold is a relic or an insurance policy. In this episode, Michael Hainsworth, Robert Cohen and Emily Griffiths unpack the often-misunderstood world of gold and the companies that pull it out of the ground.
Canada launched the world's first ETF over 30 years ago, sparking a debate that still rages today: active vs. passive investing. With heavyweight A.I. and tech-related stocks making up a large chunk of the market, indexes might not be as diverse as before. In this episode, Michael Hainsworth, Alan Green and Clare Gray unpack the state of passive ETFs in the current market environment and discuss the hidden risks in indexing and how an active approach can help.
As interest rates stabilize, infrastructure stands out as a sector ripe with opportunities. Ninepoint Partners portfolio manager Jeffrey Sayer is bullish on both oil & gas and clean energy infrastructure investments as we come to the end of the Fed tightening cycle.
ETFs are growing faster than Mutual Funds. And while they've been around since New Kids on the Block, there are still some myths surrounding this popular investment vehicle. Ninepoint's Warren Steinwall tells Michael Hainsworth that there are a few ways to get the most out of this low cost form of investing.
Join Alex Tapscott and Michael Hainsworth as they engage in an in-depth conversation that explores what using Web3 technology will look like, early enterprise adopters, the impact of decentralization on government and governance, whether lawmakers will get regulation right, examples of successful first-mover companies, gaining exposure to the Web3 asset class, and more!
One of the world's top energy analysts sees a disconnect in the oil market between recessionary perceptions and the reality of market fundamentals. Eric Nuttall tells Michael Hainsworth that this is creating an opportunity during the summer driving season.
Join Alex Tapscott and Michael Hainsworth as they engage in a high-level, beginner-friendly, and educational episode that breaks down Web3 in simple terms, discusses its applications and disruptive potential on financial markets, introduces the Ninepoint Web3 Innovators Fund (TSX: TKN; TKN.U), and more!
How do we invest in Web3? Alex Tapscott returns to explain why he believes we need to look beyond the companies building the next generation Internet and include those dipping their toes in the water, from luxury pursemakers to coffee companies.
Could the Bank of Canada seen the inflation beast coming? C.D. Howe Institute's Jeremy Kronick and Steve Ambler tell host Michael Hainsworth that the Institute saw several signs of it rearing its ugly head long before the Bank raised borrowing costs. But what about now?
As an investment, private credit is just hitting its stride. Monroe Capital's Dayna Kleinman believes it's not too late to for Canadians to catch up to world investors and include this alternative asset class in a well diversified portfolio.
The economics of supply chain politics doesn't add up. C.D. Howe Institute Fellow-In-Residence Dan Ciuriak tells host Michael Hainsworth that meeting geopolitical goals by binding the invisible hand of the markets only ties it behind a country's back.
As investors, it's possible to get in on the ground floor of the next generation Internet. Like Web 1 created a wide world of information and Web 2.0 launched social media and mobile phones, Web3 could change our relationship with anything of value. If “data is the new oil”, Web 3 could be its barrels.
The Bond Market is giving us gifts right now. That's what Ninepoint's Mark Wisniewski is seeing. He's also predicting a recession. How is he adjusting his fixed income approach? He offers three strategies.
While yields may be back for the bond component to your portfolio, alternative assets still have a place. Ninepoint's John Wilson tells Michael Hainsworth how he's helping clients weather the economic and geopolitical uncertainty in 2023.
You're at risk of running out of money in retirement. On episode eight of the C.D. Howe Institute Podcast, CEO Bill Robson tells host Michael Hainsworth why we need to change the rules regarding RRIFs today to ensure Canadians live long – and prosper.
Solar and wind won't get us all the way to Net Zero by 2050. On episode six of the C.D. Howe Institute Podcast, Simon Fraser University's John Richards and OPG's Gary Rose tell host Michael Hainsworth that Small Modular Reactors are the solution, and they're coming sooner than you think.
What does the collapse of Silicon Valley Bank in California mean for Canada? In episode five of the C.D. Howe Institute Podcast, Elevate Export Finance's Peter Hall tells host Michael Hainsworth that SVB can learn a lot from our financial expertise, and that Canadian banks may benefit from the need for capital in Silicon Valley.
What will 2023 bring for inflation, the housing market and healthcare? In episode one of the C.D. Howe Institute Podcast's fifth season, the Globe & Mail's Andrew Coyne joins host Michael Hainsworth for insight into the year ahead.
The patient wasn't in stable condition even before the pandemic hit. The prognosis for Canada's healthcare system isn't good – but there's a cure. C.D. Howe Institute Fellow-in-Residence and Queen's University Adjunct Professor Don Drummond joins registered nurse Jillian Gratton and host Michael Hainsworth to discuss.
After back to back negative years for fixed income, we learn why Ninepoint's bond fund manager Mark Wisniewski believes 2023 will be a turn-around year for the sector.
As we look toward a likely recession in 2023, the fear of running out of money in a bear market is growing. How is Ninepoint's John Wilson viewing the year ahead and how is he avoiding that fear himself?
The Bank of Canada's balance sheet has ballooned under COVID-19. The C.D. Howe Institute's Jeremy Kronick and Steve Ambler join host Michael Hainsworth to discuss why, why it won't be coming down any time soon, and how taxpayers may be on the hook as interest rates skyrocket.
Interest rates are expected to continue to soar. How do you hedge against the increased cost of borrowing? Monroe Capital's Chairman and CEO Theodore L. Koenig tells Michael Hainsworth that for some investors, Private Debt is a solution going into a potential recession in 2023.
When electricity was first invented, Victorians had to learn a lot about it. Blockchain is kind of like that. Eventually we won't care. But until then, here's a primer on what you need to know about this world-changing technology from Tracy Leparulo and Amber Healy.
As a recession looms in 2023, energy investments are being hit by fears of a drop in demand. But as Eric Nuttall tells us, oil will end the year at $100 a barrel because the markets aren't considering the other side of the equation: supply.
Star Wars holograms suck. Meet the man who's Proto technology has been used at concerts and awards shows, is being used by Wall Street schmucks, and may even be used by hospitals by remote doctors. David Nussbaum says the future is only 5 years away.
Ottawa wants to slash greenhouse gas emissions from Canadian home heating. But is the goal little more than hot air? The C.D. Howe Institute's Charles DeLand tells host Michael Hainsworth that cutting emissions to 0% by 2050 will cost more than $6 billion a year and we need to start renovating homes now.
COVID-19 has intensified the need for digital and STEM skills, but Canada lags in this area. Why? For insight into the solutions to a generational problem, Jayson Hilchie of the Entertainment Software Association of Canada joins C.D. Howe Institute CEO Bill Robson and host Michael Hainsworth to discuss the two paths Canada must take to remain competitive and fuel our economy.
Alan Cross is a Canadian radio broadcaster and a writer on music. Based in Toronto, Ontario, he is best known nationally and internationally as host of the syndicated radio series The Ongoing History of New Music, The Secret History of Rock, and ExploreMusic. In 2013, he started the Geeks & Beats podcast with BNN's Michael Hainsworth.
A change is in the air for bands performing at concerts. Sennheiser is experimenting with 5G for its ultra-low latency at live audio productions. Dr. Jan Dürre tells our Michael Hainsworth why the future may be crystal clear for performing musicians, giving concertgoers a reason to get up out of their seats and cheer.
Smart telecom providers are embracing the concept of “cloud-native” when deploying 5G. But Nokia's Jitin Bhandari tells our Michael Hainsworth there's more to next generation wireless than moving to the cloud. Learn about what's needed beyond cloud-native, automation's four pillars and the capability to use any cloud.
The next “killer app” will run on a 5G network. Simon Buckingham of development house Nonvoice Agency tells Michael Hainsworth that developers need support — and possibly deep pockets — if they're going to leverage the high speed, low latency, and power of the Fourth Industrial Revolution. 5G is the playground for innovation: https://ftr.bz/5Gplayground/pod What investment in 5G today means for the world tomorrow: https://ftr.bz/5ginvestment/pod
Like the rest of the world, Latin America is adopting 5G. It's roll-out may not be as fast as we've seen in Asia and Europe, but Omdia's Wally Swain tells Michael Hainsworth, it's accelerating the region's evolution to Industry 4.0.
Business as usual will have to take a back seat for some time. But how does the move to remote working and 5G present an opportunity for the telecommunications industry? EY's Global Leader for Technology, Media, and Telecommunications, Greg Cudahy, tells Michael Hainsworth the future isn't predictable, but it will be brighter.
This episode was recorded LIVE on April 13th 2020. Michael is an independent financial commentator and the host of the C.D. Howe Institute Podcast. The Canadian broadcaster and journalist is one of the best in the biz. Michael Hainsworth was a household name on BNN and I've had the pleasure to speak with him on set many times throughout the years. The tables have turned and it's now my time to ask the questions.
5G wireless is about to change our world as the heavy lifting of crunching numbers for everything from augmented reality to video games will be done elsewhere. Nokia trend seeker Leslie Shannon joins Michael Hainsworth to talk about what “ambient computing” will mean for us, and the telecommunications industry. 5G and edge cloud will transform the world of gaming: https://ftr.bz/5Ggaming/pod OK smart speaker! Why should I trust you?: https://ftr.bz/trustspeaker/pod
Michael Hainsworth, Independent Financial Commentator joins ON Point to the reasons why some people are running into financial hardship
Curiosity about new ways to consumer adult entertainment might drive adoption of new technology, but that's not always a comfortable or enjoyable experience, at least when it comes to the current state of VR porn. The post The Porn Industry's VR Problem with Mike Wehner appeared first on The Geeks and Beats Podcast with Alan Cross and Michael Hainsworth.
Alan learns the origin of the "fan lyrics" added to Billy Idol's version of "Mony Mony". The post Billy Idol on the Fan Lyrics to Mony Mony appeared first on The Geeks and Beats Podcast with Alan Cross and Michael Hainsworth.