HeyJaredInsight 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.
- Indexed episodes, last 90 days
- 22
- Latest publication
- Sep 29, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 3, 2026
Latest episodes
Seen, Heard, Understood—The 93% of Wealth Advice That AI Won't Disrupt | Ed Chien (opens the original)
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What if the most powerful skill in wealth management has nothing to do with finance — and AI can never learn it? In this episode of Insight Is Capital, host Pierre Daillie sits down with Edmund Chien, Behavioural Finance Expert and Coach at Flow Cap Advisory, whose unconventional path — from Ryerson's theatre school to a $70-million book of business — reveals why 93% of what happens in a client meeting is invisible to artificial intelligence. Edmund unpacks the 7-38-55 rule (7% words, 38% tone,
Wesley Gray: The Invisible Risks Inside Every Portfolio (opens the original)
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What if the portfolio your clients think they own is actually just an expensive S&P 500 clone in disguise? In this episode of Raise Your Average, hosts Pierre Daillie (Managing Director, AdvisorAnalyst.com) and Mike Philbrick (CEO, ReSolve Asset Management) sit down with Wesley Gray, PhD (CEO and CIO, Alpha Architect) for a wide-ranging, no-nonsense conversation on factor investing, portfolio construction, and why the biggest threat to advisor value is hiding in plain sight. Wes brings his trade
Nearly Half of Canadian Advisors Have No Succession Plan (opens the original)
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Nearly half of Canadian financial advisors have no succession plan — and their clients have no idea. In this episode of Insight Is Capital, host Pierre Daillie sits down with Brent Allen, EVP and Head of Sales and Distribution at IG Wealth Management, to examine the findings of IG's third Advisor Perception Study. With roughly one-third of Canadian advisors planning to retire within the next decade, the succession challenge is no longer a distant concern — it is arriving now, and the industry is
Marcos Milla: The Financial Literacy Revolution Advisors Can't Ignore (opens the original)
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Your clients are probably already getting a lot of their investment intel from financial influencers like Marcos Milla — and that is one of the best things that's ever happened to your practice and to the investment advice profession. On this episode of Insight Is Capital, host Pierre Daillie sits down with Marcos Milla, the 25-year-old founder of ETF Academy Media, who built a 57,000-subscriber YouTube channel and a thriving B2B media business by doing something deceptively simple: asking ETF p
Kevin Carter: The World's AI Supply Chain is in Emerging Markets (opens the original)
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What if the biggest winners of the global AI arms race aren't in Silicon Valley — and passive investors are already exposed to them without knowing it? Host Pierre Daillie sits down with Kevin Carter, CIO of EMX ETF, for a conversation that fundamentally reframes what emerging markets means in the age of AI. Kevin reveals how three semiconductor giants — TSMC, Samsung, and SK Hynix — have quietly come to represent a third of the MSCI Emerging Markets Index and nearly all of its recent returns, w
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