Harvest Talks
Welcome to Harvest Talks, brought to you by Harvest ETFs. In this series, we aim to share our thoughts on current events and market trends – and enlighten listeners on the key themes behind the Harvest ETF investment strategies. To learn more, visit HarvestETFs.com
Episodes
Welcome to the 5 in 5. In today's episode, chief investment officer Paul MacDonald looks back on November 2024, and gives his insights on market highs, the healthcare space, and looking ahead to 2025.
Harvest ETFs CIO Paul MacDonald highlights the catalysts and innovations that are positioned to transform the healthcare sector.
Harvest ETFs CIO Paul MacDonald explores healthcare investing from a Canadian perspective, and highlights the long-term drivers in the healthcare sector right now.
For this edition of the Harvest 5 in 5, CIO Paul MacDonald provides insights on S&P 500 earnings, bond volatility, and the potential impacts of the second Trump presidency.
Harvest ETFs Portfolio Manager Mike Dragosits discusses the market opportunity in global utilities today and why the Harvest Equal Weight Global Utilities Income ETF (HUTL:TSX) is worth consideration.
For the September edition of the Harvest 5 in 5, CIO Paul MacDonald discusses market drivers, the Fed moving rates, winning defensive portfolios, and where Canada's economy stands after three quarters.
In this August edition of the Harvest 5 in 5, Harvest ETFs, CIO Paul MacDonald, discusses the market drivers and breadth, rate expectations, impact of lower rates and debunked another US election myth.
Harvest ETFs CIO Paul MacDonald joins the 5 in 5 to discuss sector performance, tech leadership, and US election myths.
Harvest ETFs Portfolio Manager Mike Dragosits explores peak interest rates, the relationship between AI and data center demand, and the importance of global diversification in the utilities sector.
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Join Harvest ETFs CIO Paul MacDonald for the 5 in 5 - In this edition, Paul MacDonald provides his perspective on market movements for the month of June 2024.
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Senior Portfolio Manager James Learmonth joins the podcast to unpack what market capitalization is, why it's key to our equity ETFs at Harvest, and how the Harvest Brand Leaders Plus Income ETF (HBF:TSX) exemplifies our large-cap focus
Senior Portfolio Manager James Learmonth joins the podcast to break down tech's performance drivers this year and in the long term, he explains why a tech + income strategy can help Canadian investors seeking growth and returns.
Harvest ETFs President & CEO Michael Kovacs joins the podcast to discuss Harvest's newest investment products offering high monthly income: The Harvest Diversified Equity Income ETF (HRIF:TSX) and the Harvest Travel & Leisure Income ETF (TRVI:TSX).
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To unpack how the rapid rise of AI can benefit investors and potentially overhaul our whole economy, Harvest Talks brought on a unique expert for commentary: the AI-powered chatbot ChatGPT.
Intro (00:00).
The potential economic...
Harvest ETFs CIO and Portfolio Manager Paul MacDonald joins the podcast to give his macro outlook for the markets in 2023
00:00 - Intro
01:30 - Why volatility has persisted
05:29 - How recessionary fears might play in the market
09:15 - Why the breadth of expectations is so wide
11:10 - Expectations for 2023
14:10 - How active management can give an advantage
16:15 - Summary
Hosted by:
Paul MacDonald, CFA
Chief Investment Offic...
After a challenging year for investors, Harvest ETFs President & CEO Michael Kovacs joined the Harvest Talks Podcast to discuss lessons learned, highlight successes, and share his thoughts on what the future may hold for investors.
00:00 - Intro
01:26 - What have investors learned from 2022?
02:56 - Other challenging moments Michael has witnessed
04:12 - Michael's investing approach and its resilience in 2022
05:55 – Highlights for...
Harvest ETFs Chief Investment Officer & Portfolio Manager explains call option ETFs, ETF basics, and explores the mechanics of call options trading executed by the Harvest ETFs portfolio management team.
Timestamps:
00:00 – Intro
01:10 – What is an ETF?
04:00 – What are the different uses of ETFs we see in the modern market?
06:37 – How can ETFs include more 'institutional' strategies?
08:52 – What is call option writing?
12:55 – I...
Harvest ETFs Portfolio Manager Mike Dragosits joins the podcast to discuss the state of global real estate assets as central banks raise interest rates and the Harvest Global REIT Leaders Income ETF.
Timestamps:
0:0...
Three quarters into a rough year for tech stocks, Harvest ETFs Senior Portfolio Manager James Learmonth joins the Harvest Talks podcast to contextualize the sector's recent struggles and address the question: are some tech stocks actually value investments?
Timestamps:
0:00 – Intro
1:15 – James Learmonth & Historical Context
4:00 – Why were investors drawn to tech for a decade?
6:00 – What happened to tech after the onset of COVI...
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