Generation ETFs is joined once again by Barry Allan, renowned fixed income manager and founder of DMAT Capital to reflect on the state of markets today, from whether the inflationary environment is transitory or here to stay and whether we’re due for an equity market on the horizon. Barry Allan also shares how he’s positioned his portfolios to capture higher yields and absolute returns.

Generation ETFs

Season 3 Ep. 17: Lower for Longer: Why Recent Inflation is Likely Not Here to Stay

Over the past two years, the global semiconductor shortage has impacted consumers’ ability to purchase virtually all electronic goods, from new cars to gaming consoles. Behind the scenes, a geopolitical race between the United States, China and other nations is underway to become semiconductor self-sufficient in order to protect supply chains and safeguard against national security concerns. National Bank Geopolitical Analyst Angelo Katsoras joins Horizons ETFs’ Mark Noble to discuss the re-shoring of manufacturing, how it could impact pricing and who is poised to win the struggle for semiconductor supremacy.  

Season 3 Ep. 16: The Struggle for Semiconductor Supremacy

Ever wondered what the “secret sauce” is behind a thematic ETF? In the latest episode of Generation ETFs, Horizons ETFs’ Mark Noble is joined by Jay Jacobs, Senior Vice President and Head of Research and Strategy at Global X, a U.S. leader in thematic ETFs to discuss how thematic ETFs are designed, developed and delivered, why they’ve become a favourite of today’s investors and what themes he believes have the best disruptive potential for the future of global markets and the world at large.

Season 3 Ep. 15: The Thematic Schematic with Global X’s Jay Jacobs

Mark Noble, Executive Vice President, ETF Strategy at Horizons ETFs chats with Dale Roberts, founder of Cut the Crap Investing about the growing ETF marketplace, asset allocation ETFs and his financial influencer journey.

Season 3 Ep. 14: Balanced ETFs with Cut the Crap Investing’s Dale Roberts

The Biggest Winner 10 launches on May 31st! Tune into our latest Generation ETFs podcast for a discussion with Syke Collyer, Vice President at Horizons ETFs and Roger Chandhok, Director, Equity Derivatives at National Bank Financial about tips, tricks and strategies for trading ETFs and how you could potentially take home the $7,500 grand prize for being the biggest winner in the ETF trading competition!

Season 3 Ep. 13: The Biggest Winner ETF Trading Tips

Mark Noble, Executive Vice President of ETF Strategy at Horizons ETFs discusses the intersection between pot stocks and the burgeoning psychedelics sector with one of the first analysts to cover both spaces, Andrew Partheniou, Associate VP, Institutional Research at Stifel GMP. In this podcast, Mark and Andrew discuss technical approaches to evaluating companies in the cannabis and psychedelic sectors, the cross-border differences and challenges for Canadian LPs, U.S. MSOs and investors, as well as the state of current valuations and future revenue potential.  

Season 3 Ep. 12: The Cannabis/Psychedelics Outlook

In the 1950s, uranium, the fuel source behind nuclear energy, was touted as the ‘fuel of the future’. While nuclear energy has proliferated across the world, it currently only represents 10% of global energy production. Is this nuclear energy future still on the horizon or has its moment passed? Join Nick Piquard, Vice President, Portfolio Manager and Options Strategist at Horizons ETFs and David Talbot, Managing Director, Equity Research at Red Cloud Securities, as they discuss the current state of uranium production and nuclear energy, their outlooks on its growth prospects and what investing in uranium could potentially mean for your portfolio.

Season 3 Ep. 11: Can Uranium Power the Future and Your Portfolio?

After years of restrictions, Psychedelic compounds like psilocybin, ketamine and MDMA have been permitted to once again be studied and adapted into potential therapies for a variety of mental illnesses and could spark a revolution in the pharmaceutical industry. Join Mark Noble, Executive Vice President, ETF Strategy at Horizons ETFs as he speaks to psychedelics analyst Tania Gonsalves, Vice President, Equity Research at Canaccord Genuity about the emerging psychedelics industry and which companies are leading the way to unlocking potent new ways of treating mental illnesses.

Season 3 Ep. 10: Can Psychedelics Change the Pharmaceutical Industry?

Renowned Canadian fixed income manager Barry Allan joins Generation ETFs to discuss navigating the 2020 fixed income landscape, his outlook and approach for finding sustainable income in a low yield world, as well as to highlight his new firm, DMAT Capital and their sub-advisory of two Horizons’ actively managed fixed income funds.

Season 3 Ep. 9: Finding Fixed Income Solutions in a Low Yield World with Barry Allan

The U.S. presidential election can be a polarizing event for voters, and historical data shows that this can be the case for the stock market too. Join Brooke Thackray, Research Analyst at Horizons ETFs, as he explores the seasonal investing trends surrounding U.S. presidential elections.  

Season 3 Ep. 8: What the Trump/Biden Election May Mean for Your Portfolio

Investing within a professional corporation can be complex. For incorporated professionals, which often includes doctors, lawyers, accountants, contractors and more, what you choose to invest in can have a significant impact on the tax exposure and liabilities of your corporate investment portfolio.

Season 3 Ep. 7: Are Tax-Efficient Investments the Right Medicine for Your Professional Corporation?

With the start of a new decade, the COVID-19 pandemic and subsequent shutdown paralyzed the global economy. As quarantines now begin to ease across the world, what will be the new normal? Join Tyler Mordy, CEO & CIO of Forstrong Global Asset Management for a discussion on the road to recovery and what emerging macroeconomic trends could guide tomorrow’s markets.

Season 3 Ep. 6: Road to Recovery: The Global Economy in the Post-COVID World

Sucheta Rajagopal discusses one of the biggest investments stories of 2019, ESG. Environmental, social, and corporate governance issues are becoming increasingly important to Canadian investors. How companies address these issues has implications for your portfolio and the world.

Season 3 Ep. 5: Earth Day

Global equity markets have now experienced one of the most rapid and worst sell offs since the global financial crisis of 2008. It seems that much of this sell off has been driven by fears about the global spread of the COVID-19 virus, and its potential to grind the global economy to a halt. In this episode of Generation ETFs, Candice Bangsund of Fiera Capital provides us with a global macro update and provides a few key reasons that despite the markets looking dire, long-term, the global economic expansion will likely continue if and when fears about the COVID-19 virus subside.

Season 3 Ep. 4: COVID-19

In honor of International Women’s Day, today we’re joined by Stephanie Wolfe of Wolfe Collective Wealth to talk about women and wealth.

Season 3 Ep. 3 - International Women's Day

Generation ETFs, a podcast series dedicated to the next generation of investing. Generation ETFs will aim to educate and inspire investors to understand and be active in their portfolios by discussing market trends and investment strategies with the leading experts in the industry.

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Generation ETFs

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