Ben Kizemchuk
Portfolio manager at Wellington Altus, advising high net worth clients on wealth growth and protection. Known for his innovative approach to investment strategies in evolving economic landscapes.
Best podcasts with Ben Kizemchuk
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19 snips
Jul 17, 2025 • 1h 47min
Portfolio Manager Ben Kizemchuk: Stop using 20th century investment models in a 21st century market
Ben Kizemchuk, a portfolio manager at Wellington Altus, shares his insights on the evolving landscape of investment strategies. He and Pascal Hugli discuss fiscal dominance as the new economic driver and the vital 'Four F's' framework for understanding market dynamics. Kizemchuk explores the growing importance of fixed supply assets like gold and Bitcoin, while emphasizing the need for investors to adapt to changes propelled by technology and fiscal policies. Unpacking the limitations of traditional models, he inspires a fresh approach to wealth management in today's economy.
13 snips
Aug 24, 2025 • 1h 1min
Ben Kizemchuk on fiscal dominance, financial repression, passive flows and fiat currency | S07 E28
Ben Kizemchuk, a seasoned portfolio manager at Wellington Altus Private Wealth, dives deep into macroeconomic trends and the nuances of fiscal policy. He highlights the 'four Fs' concept, explaining how fiscal dominance and financial repression reshape today’s economy. Kizemchuk also explores the effects of automatic contributions to index funds on market dynamics, the evolution of fiat money, and the Cantillon effect's influence on wealth inequality. Furthermore, he reflects on human pattern recognition, offering insights into investment behavior and the complexities of modern finance.
