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🚨 NEW EPISODE 🎙️: Building Portfolios That Never Say Sorry In this illuminating episode of Insight is Capital, host Pierre Daillie sits down with Brent Smith, CIO of Kinsted Wealth, for a deep dive into how private investors can now build truly institutional-style portfolios. Smith—who spent decades leading Franklin Templeton’s Multi-Asset Strategies group before co-founding Kinsted—shares a masterclass on the evolution from the 60/40 portfolio to a comprehensively diversified portfolio structure that mirrors the strategies of pension funds and endowments. This is a conversation about rethinking diversification, embracing patient capital, and building the kind of portfolio resilience engendered by institutional and private wealth management. Smith unpacks how Kinsted’s approach to portfolio design, liquidity, and alpha generation is quietly transforming how advisors and their clients think about wealth, access, and opportunity. Watch it here 🔗 links.advisoranalyst.com/kdTu

Real Investment Advice digs into The 10 Immutable Laws of Building Wealth — timeless principles that don’t change with markets, trends, or TikTok financial gurus. 📊💡 We’re surrounded by excuses — inflation, wages, student debt — but the root cause of financial success isn’t luck or circumstance… it’s discipline and mindset. Here’s the truth: ✅ Spend less than you earn ✅ Save consistently ✅ Invest intelligently …and follow the core rules that have built wealth for generations. This isn’t buzzy motivation — it’s a process backed by data and decades of financial insight. 🙌 If you’re serious about long-term financial success (and not just short-term satisfaction), this is a must-read. 🔗👉 Read more: advisoranalyst.com/2026/02/23/the…

AI isn’t fading — it’s evolving. 2026 looks like the year dispersion returns across sectors & styles. Big Tech still matters, but hard assets & cyclicals are flashing value 💎 Commodities, mining & capital-intensive industries could outperform as markets shift from narrow leadership. Risk isn’t going away — but with selective conviction & active rotation, asymmetric opportunity is alive 🔥 advisoranalyst.com/2026/02/20/ai-…

Serious market conversations don’t live in comment sections. They live where professionals think out loud. Macro. Portfolio construction. Real asset allocation discussions. That’s happening on LinkedIn. Follow AdvisorAnalyst Group Inc. and join the conversation.

👀 Is the market finally broadening out? In his latest macro note, Fidelity’s Jurrien Timmer argues that the story is shifting from narrow, mega-cap dominance to something healthier: “green over red.” While the Magnificent 7 have largely stalled since late 2025, the rest of the market—and even global equities—are quietly catching up. The result? Stronger breadth, rising earnings estimates, and less concentration risk beneath the surface. With nearly 80% of companies beating Q4 estimates and forward earnings growth tracking in the mid-teens, the momentum is no longer just a tech-led narrative. If this global broadening continues, it could mark a meaningful shift in market leadership—and a more durable bull market foundation. 👉 Read the full piece: advisoranalyst.com/2026/02/13/jur…

When commodities stop behaving like trades and start behaving like truth detectors, portfolios—and advisors—need to rethink everything. In this wide-ranging deep-dive, host Pierre Daillie welcomes back Tony Dong, MSc, CETF Dong, Founder of ETF Portfolio Blueprint, to pressure-test the most common misconceptions about commodities investing. Rather than treating commodities as volatile, short-term trading instruments, Tony reframes them as strategic portfolio diversifiers—assets whose value lies in low correlation, structural supply constraints, and long-term geopolitical realities. Together, Pierre and Tony walk through energy, copper, gold, and silver—unpacking how ETFs actually deliver exposure, where investors get tripped up by outdated narratives, and why narrow, intentional allocations make sense. The discussion ultimately widens into geopolitics, multipolar power dynamics, and why ignoring politics is no longer a luxury for investors. Watch it here 🔗 links.advisoranalyst.com/energy-copper-…

Markets right now feel… split-brained. The Bipolar Economy breaks down what everyone’s feeling but can’t quite name — confidence one minute, caution the next, and narratives flipping faster than positions. As we move through 2026, this push-pull between optimism and anxiety is shaping how investors think, react, and position. The big takeaway? You don’t need perfect forecasts — you need flexibility, discipline, and a plan for when the mood swings hit. Worth keeping in mind in a market that refuses to pick a side. advisoranalyst.com/2026/01/13/the…

As we light the candles this Hanukkah, we’re reminded of the enduring power of hope, resilience, and light—even in the darkest moments. Hanukkah is a celebration of perseverance, faith, and the belief that small sparks can create lasting impact. To our community of advisors, partners, and listeners: thank you for the trust, curiosity, and thoughtful conversations you bring to everything we do. Your commitment to guiding others with clarity and integrity is a light in its own right. May this season bring you peace, warmth, and meaningful moments with family and loved ones. Wishing you a Hanukkah filled with reflection, gratitude, and bright beginnings. Chag Sameach, AdvisorAnalyst ✨🕎

Meta’s AI spending looks exciting on paper, but the charts are starting to tell a different story. Expectations are high, execution risk is rising, and valuations don’t leave much room for mistakes. Innovation is great — but price still matters. 📉📊 advisoranalyst.com/2025/11/26/met…

The MAG-7 keep posting monster results… but the capex curve is getting steep. 🏗️💸 AI, data centers, and infrastructure aren’t optional anymore — and the bill is starting to reshape margins and expectations. Smart money’s watching who can scale efficiently, not just spend aggressively. 🔗 advisoranalyst.com/2025/11/25/the…

US equities continue to lead, but the risks are stacking up: stretched valuations, extreme concentration, and growing policy uncertainty. This isn’t the moment for blind optimism — it’s a moment for discipline. Focus on quality, balance risk, and don’t let a handful of mega-caps dictate your entire outlook. 📈⚠️ advisoranalyst.com/2025/11/24/the…

Market psychology is interesting right now: Prices near highs, sentiment near lows. A gentle reminder from the land of arithmetic: Expected returns don’t care about your feelings. They care about valuations, cash-flow durability, and your ability to avoid behaviourally suboptimal decisions. Process > emotion. Signal > noise. advisoranalyst.com/2025/11/24/fac…

A full cycle is essentially two experiments: one tests how you behave when everything works, the other tests what you actually believe when it doesn’t. Most investors only prepare for the first. advisoranalyst.com/2025/11/20/ful…

BoC published its CORRA Sunset Review. Rates aren’t the only thing that move markets — sometimes the rules of the rate do. bankofcanada.ca/2025/11/bank-p…

AI boom + data-centre gold rush = power prices going from 14¢ to 19¢/kWh in ten years. ⚡️📈 If you thought the big story was the GPUs, you’re missing the generators. Utilities and grid tech are quietly the new frontier. advisoranalyst.com/2025/11/18/ai-…

The Fed’s new guidance basically says: “Maybe banks don’t need a 47-page checklist to prove they’re doing… banking.” Less bureaucracy, more focus on actual risk. It’s funny — the safest system isn’t the one with the most forms, it’s the one with the clearest priorities. Efficiency is a risk-management tool too. apnews.com/article/banks-…

Rate cuts aren’t a vibe check, they’re an allocation signal. Every past Fed pivot says the same thing: bonds start cooking before the cuts hit. If you’re still hiding in cash, you’re basically donating returns. advisoranalyst.com/2025/11/16/fla…

Today, we pause to remember the courage of those who served — and the countless acts of quiet bravery that shaped our freedom. Their sacrifice reminds us that peace, like prosperity, is built through perseverance, unity, and hope ❤️🇨🇦 #RemembranceDay #LestWeForget

🚨 NEW EPISODE: Investment Grade CLOs—A Secure Pathway to Income and Diversification In a world where bonds are breaking and rates refuse to fall, BMO’s Mark Jarosz reveals how CLOs are quietly redefining income investing — offering yield, liquidity, and resilience where few assets can. In this episode of Insight is Capital, Mark Jarosz, Head of Credit Alternatives at BMO Global Asset Management, joins us to demystify the world of Collateralized Loan Obligations (CLOs) — a sophisticated yet increasingly accessible asset class, now reshaping how investors think about income, risk, and portfolio diversification. From the mechanics of tranche hierarchies and over-collateralization to the yield opportunities from both AAA-rated and BBB-rated tranches, we cut through the jargon to reveal why CLOs are becoming an essential building block for diversified income portfolios. Thank you for listening! We're honoured to bring you these exclusive conversations. 🔗 views.advisoranalyst.com/j_kz

🚨 NEW EPISODE: Rich Mindset vs. Poor Mindset—The Psychological Divide with Dr. Brad Klontz What if the biggest obstacle between you and financial freedom isn’t your income — but your mindset? In this powerful and eye-opening episode of Insight is Capital, host Pierre Daillie sits down with @DrBradKlontz, financial psychologist, bestselling author, and professor, to explore the hidden forces shaping our relationship with money. From childhood money scripts to the myths we inherit about wealth, Klontz reveals how emotional conditioning, fear, and tribal thinking keep so many of us stuck — and how to break free. Thank you for listening! We're honoured to bring you these exclusive conversations. 🔗 links.advisoranalyst.com/rich-mindset-v…