Don Calcagni, Chief Investment Officer at Mercer Advisors, brings his wealth management expertise to the conversation. He discusses the scientific foundations of portfolio construction and the critical role of fiduciary principles in managing assets for thousands of families. Don explores the importance of advisor-client compatibility and the evolving landscape of asset management. He delves into diverse investment strategies, including factor investing, and shares insights from a recent summit on governance in the industry. Tune in for a captivating look at modern wealth management!

In this discussion, Dr. Sunil Wahal, the Jack D. Furst Professor of Finance at Arizona State University, shares his insights on investment success factors. He delves into profitability premiums and the synergy between academic theory and practical investing. Dr. Wahal critiques common misconceptions in financial theory and emphasizes the significance of a diversified investor base. He also addresses the complexities of factor investing versus passive strategies, offering actionable advice for building robust investment portfolios while navigating risks effectively.

The hosts dive into the complexities of renting versus owning a home, sharing listener feedback and personal stories. They discuss the evolving financial landscape of homeownership and reveal the surprising struggles many landlords face. Misconceptions about the wealth gap between renters and owners are critically examined. The emotional and financial implications of both lifestyles are explored, highlighting the significance of making informed choices based on individual needs and circumstances.

Dr. Bryan Taylor, President and Chief Economist at Global Financial Data, dives into the depths of financial history, revealing insights from as far back as the 1600s. He discusses how major events like the French Revolution influenced market dynamics. Stocks typically outperform bonds, but geopolitical factors can hinder returns. Taylor emphasizes the importance of historical data for modern investment strategies and the unique challenges in gathering it. Additionally, he explores gold's role as an inflation hedge and the evolution of emerging markets in a historical context.

Is renting really just throwing money away? This discussion dives into the financial complexities of renting versus owning a home, revealing how emotional biases and societal pressures shape housing decisions. Discover the hidden costs of home ownership and the importance of disciplined saving. The conversation also explores bond markets and interest rates, breaking down how they impact your financial choices. Plus, learn why renting might lead to greater net worth accumulation in certain cities. An eye-opening take on housing and investment!

Marco Sammon, an Assistant Professor at Harvard Business School, dives into the impact of passive ownership on the US stock market. He discusses the challenges in measuring passive investment, emphasizing its significant yet often misunderstood influence. The conversation covers the comparison between active and passive strategies, the historical evolution of index fund effects on stock pricing, and intriguing insights on market dynamics during reconstitution periods. Sammon also shares his unique perspective as an index investor who eschews index funds.

In this discussion, Håkon Kavli, CIO of Reitan Kapital, reveals insights into managing wealth for one of Norway's foremost families, emphasizing evidence-based investing. He explores portfolio optimization challenges and introduces unique asset classes like catastrophe bonds. The conversation also highlights a forthcoming investing conference in Norway. Joining him is Dan Bortolotti, who critiques the risks of concentrated tech investments, advocating for global diversification using the VEQT ETF as an example. Expect engaging advice for both newbies and seasoned investors!

Kyla Scanlon, a financial educator and content creator, breaks down complex economic concepts with a fresh and engaging approach. She discusses the significance of vibes in the economy and the housing market's implications on generational wealth. Kyla shares insights into the rise of meme-driven markets, particularly during the GameStop frenzy, and critiques the evolving landscape of cryptocurrency. Additionally, she highlights the disconnect between consumer sentiment and economic indicators, offering strategies to improve public perception during downturns.

Dive into the debate between RRSPs and TFSAs, both key savings accounts for Canadians. Explore common misconceptions and discover surprising advantages of RRSPs. Delve into tax implications and learn how income and family size can influence your decision. The podcast uses advanced modeling tools to clarify complexities and provides practical scenarios for retirement planning. Unpack the long-term impacts of these accounts, while also touching on personal anecdotes about family life and the housing market.

Assia Billig, Canada's Chief Actuary since 2019, dives into the Canada Pension Plan's sustainability. She clarifies the financial mechanics behind the CPP and underscores its robustness, reassuring listeners that it's set for 75 years of stability. Assia discusses the rigorous assessments conducted every three years and highlights how demographic trends and climate change factor into financial projections. With her expert insights, she addresses public concerns, emphasizing the independent and analytical work that sustains this crucial retirement asset.