Кращі подкасти про Justin Huhn (2024)

1
Stop Competing with Markets! Do this instead - Larry Swedroe 1:25:06

4d ago1:25:06

1:25:06

In this episode Pierre and Adam sit down with Larry Swedroe, well-known expert in evidence-based investment strategies and former Chief Research Officer at Buckingham Wealth Partners. They get into Larry's views on market forecasting, why investors should ignore short-term predictions, and the importance of building resilient and hyper-diversified …

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Episode 209: Big Tech & Nuclear – A LOVE Story 31:25

26d ago31:25

31:25

Justin discusses some of the recent headlines around the big tech companies embracing nuclear energy to support the growth of data centers. To register for the webinar, click here: https://bit.ly/409807tJustin Huhn

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Fidelity's Ilan Kolet: Investing for Soft and Hard Landings into 2024. How? 49:32

1M ago49:32

49:32

Pierre welcomes back Ilan Kolet, Institutional Portfolio Manager at Fidelity Investments. This episode delves into Ilan's expert analysis on U.S. and Canadian economies amid ongoing global economic shifts. Discover insights on the Fed's unprecedented rate cuts, the productivity expansion in the U.S., challenges facing the Canadian economy, and Fide…

1
NBI's Martin Lefebvre: Q4 2024-2025 Market and Economic Outlook 35:43

1M ago35:43

35:43

In this episode of the Insight is Capital podcast, Pierre talks to Martin Lefebvre, Chief Investment Officer at National Bank Investments. They explore Martin's outlook on the economy, fixed income, and equities, amid a backdrop of U.S. stock highs, falling bond yields, and changing labor market indicators. They discuss the recent Federal Reserve's…

1
The Uranium Market’s Quick Sentiment Reversal with Important News from the US Tech Sector 42:58

2M ago42:58

42:58

Justin Huh connect with Cory Fleck for an important discussion on the developments out of the US nuclear energy space. Microsoft has signed a power purchase agreement with Constellation which will also revive the Three Mile Island power plant in Pennsylvania. Justin and Cory talk about the growing demand for electricity and why this is an important…

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Shana Sissel – From Long/Short to Long Sports: Exploring Unique Uncorrelated Alternative Investments 1:11:33

2M ago1:11:33

1:11:33

In this episode of 'Raise Your Average,' co-hosts Pierre and Mike welcome Shana Orczyk Sissel, CEO at Banrion Capital Management. We explore Shana's 20-year journey in wealth management, her experience and insights on alternative investments, and the evolving landscape of the industry. Shana shares her personal story of transitioning from a career …

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Todd Finkle: A Fresh Take on Warren Buffett 1:27:48

2M ago1:27:48

1:27:48

In this episode of Insight is Capital, Pierre welcomes Dr. Todd Finkle, esteemed Pigott Professor of Entrepreneurship at Gonzaga University and author of 'Warren Buffett: Investor and Entrepreneur.' Dr. Finkle draws on nearly two decades of research and personal experiences and notably, his connection to the Buffett family (he shares his memories o…

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Uranium's Boring Summer a Perfect Setup for Contrarian Investors; Market Analysis with Fabi Lara 1:07:28

3M ago1:07:28

1:07:28

Trevor and Justin discuss the recent updates in the uranium market and nuclear energy sector. They highlight the quiet summer in the uranium market and the underperformance of equities. They also discuss the impact of the yen carry trade unwind and the overreaction to production increase in Kazakhstan. They mention the low trading volume in the spo…

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Macro Outlook and Defensive Investing Strategies with Bob Elliott 1:17:53

3M ago1:17:53

1:17:53

Bob Elliott, CEO, and CIO at NYC-based Unlimited Funds joined us on the show. We discuss his 13 years experience at Bridgewater Associates (10 years as head of Ray Dalio's investment research team), and the lessons he learned from the Global Financial Crisis. We get into the more recent period of ecomomic upheaval, and today's macroeconomic landsca…

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Justin Huhn: The Generational Bull Case for Uranium 1:16:52

3M ago1:16:52

1:16:52

Uranium expert Justin Huhn, Founder & Publisher of Uranium Insider, joins Pierre Daillie and Mike Philbrick on the show to discuss the unfolding generational bull case for uranium and the entire uranium and nuclear power generation sector. We explore the cyclical nature of the uranium market, current supply and demand dynamics, and the impact of ge…

1
Mutiny's Jason Buck on Navigating Volatility: Defense? How? Why Now? 59:56

4M ago59:56

59:56

In this episode of Insight is Capital, Pierre Daillie chats with Jason Buck, Chief Investment Officer at Mutiny Fund, to discuss defensive and offensive strategies in portfolio management - with equity valuations of the "Magnificent 7" it's now particularly essential for advisors and investors alike to consider defense ahead of any potential revers…

1
FactSet's Elisabeth Kashner – The Scoop: Deep ETF Trends Insights 59:49

4M ago59:49

59:49

In this conversation, Pierre Daillie interviews Elisabeth Kashner, Director of Global Funds Research, FactSet, about the trends and challenges in the ETF market. They discuss the slow pace of ETF flows in 2024, the impact of the Fed's rate cuts, and the attractiveness of cash investments. They also explore the rise of actively managed equity ETFs a…

1
Som Seif Investment Review and Outlook - Positioning for Unclear Markets 47:24

4M ago47:24

47:24

Join us as we catch up with Som Seif, Founder and CEO of Purpose Investments. In this episode of Insight is Capital, Som shares his perspectives on the current volatile market environment, discussing trends in stocks, bonds, and interest rates. With a focus on sustainable investment solutions and economic productivity driven by AI, Som shares his v…

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Joel Litman: Market Review & Outlook–"GAAP is not truth or reality" for investors 1:28:20

4M ago1:28:20

1:28:20

Join us on the Insight is Capital Podcast as we interview Joel Litman, Chief Investment Strategist at Valens Research, discussing insights into the current equity, bond markets, and the challenges in commercial real estate. Discover the strong investment potential of the U.S. amidst global shifts, encouraging a disciplined, long-term investment str…

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Steve Hawkins Returns: Innovation and the Future of ETFs 43:58

4M ago43:58

43:58

In this episode of Insight is Capital, Pierre Daillie, Managing Editor at AdvisorAnalyst.com catches up with Steve Hawkins, CEO of Longpoint ETFs. After a notable career leading Horizons ETFs (now Global X ETFs Canada) and a brief retirement travelling the world, Hawkins discusses his market outlook, his return to the investment industry with his n…

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National Bank's Daniel Straus: Extraordinary ETF Insights, Outlook 1:03:42

5M ago1:03:42

1:03:42

In this episode of 'Insight is Capital', host Pierre Daillie sits down with Daniel Straus, Director and Head of National Bank Financials' ETF Research and Strategy Group, to discuss trends in the ETF market both in Canada and the U.S. They explore recent market conditions, the dynamics between U.S. and international equities, the role of AI and tec…

1
Fidelity's Ilan Kolet: Investment Outlook–Harnessing Liquid Alternatives 56:13

5M ago56:13

56:13

In this episode of the Insight is Capital podcast, Ilan Kolet, an Institutional Portfolio Manager in Fidelity's Global Asset Allocation team, discusses the current investment landscape, focusing on the divergence between the Canadian and U.S. economies, the significance of productivity growth, and the strategic inclusion of liquid alternatives in i…

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How Unlimited's Bob Elliott is Making Hedge Funds Accessible to Everyone 50:03

5M ago50:03

50:03

Bob Elliott, Co-Founder, CEO, and CIO of Unlimited Funds, and former long-time Bridgewater exec, discusses the company's pioneering use of machine learning to create low-cost index replications of alternative investments. The HFND ETF as the fastest growing independent active ETF launch in the US in 2022 and Bob shares his extensive experience in i…

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Do Tech Companies Hold the Key to the Next Generation of Nuclear Power? 29:29

5M ago29:29

29:29

The conversation explores the confluence between the utility and technology sectors in the context of nuclear energy and the growing demand for electricity. Justin and Trevor highlight the increasing electricity demand driven by the growth of data centers and AI technology. Tech companies, such as Microsoft, are making moves to generate their own p…

1
Brooke Thackray: Seasonal Rotation – Time to rotate? 1:08:22

5M ago1:08:22

1:08:22

In this episode Brooke Thackray, research analyst at Global X ETFs Canada, and advisor to the Global X Seasonal Rotation ETF (HAC), joins us to discuss seasonal investing trends across US and Canadian stocks and bonds. Thackray emphasizes the effectiveness of seasonality in fine-tuning the investment process with technicals and historical market pa…

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WisdomTree: Navigating These Unusual Market and Economic Signals 1:13:26

6M ago1:13:26

1:13:26

In this conversation Jeff Weniger, Head of Equity Strategy and Samuel Rines, Macro Strategists, Model Portfolios at WisdomTree Asset Management, join us to discuss various topics including the performance of the equity and bond markets, inflation, the labor market, and the real estate market. We explore the potential impact of rising yields on equi…

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Starlight's Dennis Mitchell: Outlook 2024 – Diverse Bets for Uncertainty 1:07:23

6M ago1:07:23

1:07:23

Dennis Mitchell, CEO, CIO at Starlight Capital joins us this episode to discuss various topics including the impact of interest rates, the potential for rate cuts, portfolio construction for the period ahead - which will be marked by the persistent threat of inflation and higher rates for longer, the importance of proper pension-like diversificatio…

1
Biden Bans Russian Uranium and a Potential Genius Move from NexGen 31:12

6M ago31:12

31:12

In this episode of Going Nuclear, Trevor and Justin discuss the implications of the US ban on uranium imports from Russia. They explore the challenges this ban poses for utilities and the potential impact on the price of uranium. They also delve into the recent performance of uranium equities and the technical breakouts in the market. The conversat…

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SIACharts' Paul Kornfeld - Buy the dip, or sell the rip? Are we at a turning point? 1:35:52

6M ago1:35:52

1:35:52

In this episode with SIACharts' President, Paul Kornfeld, we kick off our conversation with the recent changes in the Federal Reserve's rate cut projections and the performance of various stocks. We question whether it's a good time to 'buy the dip or sell the rip.' We get into the use of SIA charts in analyzing market trends and making investment …

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Toby Carlisle - Value Investing is Simple, Not Easy 1:06:47

7M ago1:06:47

1:06:47

In this conversation, Mike and Pierre talk to Tobias Carlisle, Managing Principal and Chief Investment Officer at Acquirers Funds, LLC, and portfolio manager of ZIG and DEEP ETFs. Toby shares his approach to value investing and the historical perspective he brings to the art of investing. He also talks about the performance of value investing and t…

1
Aubrey Basdeo: More Coupon, Less Duration 57:16

7M ago57:16

57:16

In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at Guardian Capital LP, we focus on the fixed income landscape and the outlook for interest rates in the US and Canada, the Federal Reserve's approach to inflation and interest rate cuts, as well as the differences between the US and Canadian economies, the impact of mortgag…

1
Episode 208: Uranium is now a DEMAND Story 31:56

7M ago31:56

31:56

To download "The Case for Uranium" click here: https://www.uraniuminsider.com/case-for-uranium This video is intended for entertainment and educational purposes ONLY. Always do your own due diligence before making any financial decisions. Justin Huhn is the Founder and Publisher of the Uranium Insider Newsletter...the only investing newsletter that…

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Doomberg Decodes: Pumpamentals, Market Riddles, Energy, Gold/China, Uranium & Canada 1:15:11

7M ago1:15:11

1:15:11

In this conversation, Doomberg (https://doomberg.substack.com/) joins Pierre and Mike to discuss various topics including Bitcoin, the parallel between Michael Saylor and Hugo Stinnes, speculative mania, the parallels in the borrowing strategy of Hugo Stinnes and Michael Saylor, the pumpamentals driving distortions in the market and the flywheel ef…

1
Jenifer Avellaneda Diaz: Nuclear Advocacy and and Growing Support for Nuclear Energy 51:57

7M ago51:57

51:57

Jenifer Avellaneda Diaz, a nuclear energy advocate and engineer for Westinghouse, discusses her passion for nuclear energy and the misconceptions surrounding it. She emphasizes the safety and security of nuclear power and the need for accurate information. Jenifer also talks about the shift in sentiment towards nuclear energy and the growing suppor…

1
Bill Bamber, BMO GAM CEO: "A generational shift in accessing structured investment payoffs" 53:38

8M ago53:38

53:38

This is one of the trickiest times in investing history marked by heightened uncertainty, distorted valuations, regime change and increased volatility in both equity and bond markets. For good reason, advisors have increasingly turned to shifting parts of the portfolios they manage away from traditional equity and bond assets in return for exposure…

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Vanguard's Mario Cianfarani: Three Challenges for 2024 42:39

9M ago42:39

42:39

This episode with guest Mario Cianfarani, Head of Distribution at Vanguard Canada kicks off delving into 2024's First Challenge: Bond yields and the importance of re-positioning cash for the long term given the likelihood of central banks shifting towards rate cuts in 2024. - It’s time to consider how to put money back to work, to shift from a defe…

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Fidelity's Ilan Kolet – 11 Questions for 2024 52:48

9M ago52:48

52:48

Ilan Kolet, Institutional Portfolio manager in Fidelity's Global Asset Allocation Team, joins us to discuss the most important questions he and his team mates, David Wolf and David Tulk have been fielding at the start of 2024. We delve into the unexpected shifts in monetary policy led by the Federal Reserve and mull over the repercussions of potent…

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Episode 207: Is Kazatomprom About to Open up the Taps?? 28:06

9M ago28:06

28:06

Justin discusses the recent 4Q Trading and Market Update from Kaztomprom, the world's largest producer of uranium.Justin Huhn

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Why Kuppy Believes this Uranium Cycle Will Go Higher than He Originally Expected 39:51

10M ago39:51

39:51

Justin and Trevor welcome in Kuppy, CIO of Praetorian Capital and author of Kuppy’s Korner blog. Kuppy is one of the most outspoken investors who's known for being early into major asset moves. His uranium trade idea over the past few. years is not any different. We talk about the fundamentals behind the spot price move in uranium, if the sentiment…

1
John De Goey - Investing ahead of unknown market risks 1:24:09

10M ago1:24:09

1:24:09

John De Goey, Portfolio Manager and Investment Advisor at Designed Wealth Management joins us to discuss and explore the current investment landscape and the choices available to investors. He highlights the importance of managing risk and staying on the short end of the yield curve, for time being where fixed income is concerned. We also delve int…

1
Doomberg on this Year's Nuclear Energy Challenges 57:32

10M ago57:32

57:32

Justin and Trevor welcome in Doomberg, the outspoken green chicken, in this latest episode of Going Nuclear. Doomberg over the past few years has been a supporter of growing nuclear energy systems in the West. But he's also become a little bit a critic. We dive into why he thinks nuclear energy might take a breather this year. In fact, he believe a…

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Fidelity's Ilan Kolet: 2024 Macro and Investment Outlook 1:19:44

11M ago1:19:44

1:19:44

Join us for this enlightening conversation with Ilan Kolet, Institutional Portfolio Manager, Global Asset Allocation Team, at Fidelity Investments, as we delve into the economic outlook for 2024. Kolet provides invaluable insight into the Canadian and US economies, the housing market, investment strategies, and inflation protection. We explore the …

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Episode 206: Uranium Supply is Broken 33:45

11M ago33:45

33:45

To watch the free replay of our November Uranium Insider Members-Only Webinar, click HERE: https://t.co/2xtYbSdTtO In this episode, Justin discusses the current and forecasted supply shortfall for uranium, and the implications of a possible ban of Russian uranium imports to the United States.Justin Huhn

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Uranium's Pivotal Year and Where Supply Heads in the New Year 27:44

11M ago27:44

27:44

We're back to wrap up the final year of the Going Nuclear Podcast with Justin and Trevor. No guest today as the two focus on the incredible year of nuclear energy and uranium equities. Justin opens up about the House Bill which passed to ban the importation of Russian enriched uranium into the US. There are, however, some caveats to this story. All…

1
Dino Bourdos: Is the yield on your covered call fund too good? 38:28

11M ago38:28

38:28

In this insightful discussion, Dino Bourdos, Portfolio Manager & Head of Investment Solutions at Guardian Capital LP delves into the intricacies of investment strategies, particularly focusing on the use of derivatives, covered call strategies, and the impact of market dynamics on investment decisions. With his extensive experience in the field, Bo…

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Deep Dive into Global Economic and Market Outlook, and AI's Role with Joaquin Kritz Lara 1:33:12

12M ago1:33:12

1:33:12

Join us in conversation with Joaquin Kritz Lara, Chief Economist at Numera Analytics, as we explore the intricate world of global economics and financial markets. Hosted by Pierre Daillie and Richard Laterman, the discussion delves into the nuances of macroeconometrics, the dynamics of inflation, and the complexities of investment strategies in tod…

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Michael Robbins: Ever seen a bad backtest? 1:02:46

12M ago1:02:46

1:02:46

Join us for this insight-rich conversation with Michael Robbins, a distinguished figure in quantitative asset management. He is an author, thought leader, Professor of Graduate Studies in Quantitative Investing at Columbia University, and a sitting CIO. Our conversation focuses on quantitative trading, asset management, and financial modeling. Mich…

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Investment Insights from WisdomTree's Jeremy Schwartz & Jeff Weniger 1:23:54

12M ago1:23:54

1:23:54

We're excited to share our conversation with two distinguished guests from WisdomTree, Jeremy Schwartz and Jeff Weniger. Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree, shares his views on the market and economy from his vantage point of overseeing all of WisdomTree's investment activity. Jeff Weniger, CFA, Head of Equity Strat…

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Rolls Royce Small Modular Reactors - British Engineering of Clean Energy 1:15:07

1y ago1:15:07

1:15:07

In this episode we welcome in Harry Keeling, Head of Industrial Markets with Rolls Royce Small Modular Reactors. Mr. Keeling provides a backdrop of how Rolls Royce began developing is SMR technology and how it plans to implement its vision with Great British Nuclear well into the year 2050. Mr. Keeling shares insights with Justin and Trevor about t…

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Nicolas Piquard: Monetizing Volatility in Bonds (a First) & Equities 1:02:12

1y ago1:02:12

1:02:12

Discover how covered call strategies can help investors profit from rising volatility in today's markets. Nicolas Piquard, Chief Options Strategist at Hamilton ETFs, shares his insights on using covered call options strategies to generate income from popular bank and utilities stock holdings (HMAX and UMAX). Piquard also discusses in depth, the cas…

1
Darius Dale 42 Macro - Looking Back, Looking Forward to 2024 54:56

1y ago54:56

54:56

Darius Dale, Chief Strategist & Founder at 42 Macro LLC joins us for an end of Q3 360˚ take, looking back at the last year for context, and looking forward to 2024. He shares his insight from his firm's econometric modeling, and what it is all saying about the economy and markets behaviour for the upcoming quarters and year ahead. Dale eloquently u…

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Rehashing Uranium's Wild September 31:49

1y ago31:49

31:49

Justin and Trevor connect for another installment of the podcast after a very wild and bullish month of September for uranium's spot market and its equities. The two cover a number of different topics which were foundational for the move higher in spot price, including a fundamental supply and demand problem for uranium moving forward.…

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NBI's Terry Dimock: Governance in Portfolio Management Through Several Angles 46:24

1y ago46:24

46:24

Terry Dimock, Chief Risk & Execution Officer, at National Bank Investments is our guest. In this episode, Terry takes us on a journey through NBI's OP4+ Open Architecture Investment process and framework, shedding light on the importance of creating value, the prioritization of organization, people, and process, and the meticulous monitoring of por…

1
Doomberg: Separating Fact from Fiction 1:23:14

1y ago1:23:14

1:23:14

The head of the Doomberg team, maestros at deciphering the complex symphony of the financial world is our guest. The Doomberg team are well-known for their uncanny ability to recognize patterns before they emerge and connect the dots between topics you'd never think related. They've mastered the art of making the intricate realms of finance accessi…

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Mega-Cap Dominance and Sector-Specific Recovery - What to watch w/ Paul Kornfeld, SIACharts 1:44:18

1y ago1:44:18

1:44:18

Paul Kornfeld, President at SIACharts joins us for an comprehensive update featuring SIACharts' insights - we talked about relative strength rankings and how they can guide your investment decisions globally. Small-cap stocks in the US may be lower ranked compared to their large-cap counterparts, but Canadian small-cap stocks are showing promise. W…

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