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
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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Unlock a resilient investment approach with a proven route to steady income and growth opportunities in the market. Subscribe to receive the Monthly Insights Newsletter from Harvest ETFs https://bit.ly/3Lblmaz. ...
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...
After two quarters of negative growth, debate is raging over whether the world’s most important economy is in a recession. Harvest Chief Investment Officer Paul MacDonald clarifies the picture and explains what this macroeconomic environment means for markets
Timestamps:
00:00 Intro
00:55 Is the US in a recession?
02:10 Defining recessions
06:10 How bad could this be?
07:45 How did we get here and what does that mean for markets?
1...
Oil prices have swung extremely since the onset of the pandemic, from negative values to well over $100 per barrel. This podcast featuring portfolio manager Mike Dragosits unpacks what those swings mean for investors.
Timestamps:
00:00 - Intro
01:45 - Why oil prices have swung so extremely?
04:03 - The likelihood of this roller coaster continuing
06:32 - Who have been the winners so far?
09:43 - The story of large-cap oil companies
...
As markets turn volatile and investors feel squeezed, Paul MacDonald—Chief Investment Officer and Portfolio Manager at Harvest ETFs—sat down for a podcast outlining why markets are broadly down, what investors should be looking at, and how certain strategies can turn some of this market volatility into cashflow.
Hosted by:
Paul MacDonald, CFA
Chief Investment Officer & Portfolio Manager
Harvest ETFs
Portfolio Manager Kushal Agarwal joins content editor David Kitai to explain why the Travel & Leisure Industries have shown strength and high demand despite persistent tailwinds in 2022. https://harvestportfolios.com/etf/trvl/ ________________________________________________________________
In our latest Harvest Talks Podcast, Portfolio Manager Mike Dragosits explains why the Utilities sector is often glossed over by investors, and why a more nuanced approach can maximize this sector’s advantages.
Hosted by:
Mike Dragosits, CFA
Portfolio Manager
Harvest ETFs
David Kitai
Content Writer & Editor
Harvest ETFs
https://harvestportfolios.com/hcln
About Harvest Portfolios Group Inc.
Founded in 2009, Harvest is a Canadian Inv...
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