Harvest Talks

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

July 5, 2022 18 min

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...

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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 ManagerHarvest ETFs

David Kitai Content Writer &a...

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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/ ________________________________________________________________

 

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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...

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Investors are rotating from growth into quality during a volatile start to 2022. Learn how Paul MacDonald, CIO of Harvest and the Portfolio manager of Canada’s largest healthcare ETF $HHL sees the healthcare sector in this environment and why he believes healthcare is a ‘superior good.’Many investors are rotating from growth into quality during a volatile start to 2022. Learn how Paul MacDonald, CIO of Harvest and the Portfolio man...

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Michael Kovacs, president and CEO of Harvest ETFs, shares insights on current income sources for Canadian investors, how inflation can impact savings strategies, and why income ETFs should be a consideration for all income-seekers.

 

Hosted by:

Michael Kovacs President & Chief Executive OfficerHarvest ETFs

  https://harvestportfolios.com/hbf

About Harvest Portfolios Group Inc.

Founded in 2009, Harvest is a Canadian Investment...

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Paul MacDonald & Mike Dragosits from Harvest Portfolios sit down with ESG thought leader Ian Tam from Morningstar to discuss different lenses and applications being used in industry for ESG, SRI and Clean Energy.

Guest Speaker:

Ian Tam, CFA Director of Investment ResearchMornigstar Canada

Hosted by:

Paul MacDonald, CFA Chief Investment Officer & Portfolio ManagerHarvest ETFs

Mike Dragosits, CFA Portfolio ManagerHarvest ETFs

...

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The Healthcare Industry is a diverse, complex and global industry that spans across a large variety of sectors and specialty areas. In this podcast, Michael Kovacs, President & CEO and Paul MacDonald, CFA, Chief Investment Officer and Portfolio Manager of Harvest ETFs, highlight some of the key underlying growth dynamics of the sector.

 

Hosted by:

Michael Kovacs President & Chief Executive OfficerHarvest ETFs

Paul MacDonal...

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The Healthcare Industry is a diverse, complex and Global Industry. It spans across a large variety of sectors and specialty areas. In this podcast, Michael Kovacs, President & CEO of Harvest ETFs, highlights some of the key underlying growth dynamics of the sector.

 

Hosted by:

Michael Kovacs President & Chief Executive OfficerHarvest ETFs

https://harvestportfolios.com/hhl

About Harvest Portfolios Group Inc.

Founded i...

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In the second part of this segment, we look at what opportunities lie ahead for investors interested in clean energy. We will talk a little bit about the companies involved in producing cleaner energy, current sentiment, near term phenomena, and hydrogen stocks as an emerging growth story. What are the multiples and expectations for growth – looking out, what actions in the near term may move the needle: US clean energy policy, COP...

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Listen to Michael Kovacs, CEO, on how Clean Energy can possibly fit into an ESG strategy. Today, there is no top down standardized industry guidance to follow, therefore definitions can vary firm to firm. For this overview, we are talking about the (Environmental) Clean Energy component. A key element of focus is the reduction in carbon based energy. Why is this a long term growth area?  What is driving growth – starting at a socia...

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Listen to the podcast to see what the data is saying in terms of trends, travel spending & expectations for recovery. What areas of the sector are seeing growth? Is travel a recovery trade or does the data point to a longer term trend? How do the global demographics factor into the opportunities in this sector?

Hosted by:

Michael Kovacs President & Chief Executive OfficerHarvest ETFs

Paul MacDonald, CFA Chief Investment Off...

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In this episode, we talk about the long term growth dynamics pre-pandemic, and the travel sectors that stand to be amongst most positively impacted on reopening. Michael explains the influence of technology on travel, the growth of travel over time, and what the experts are saying about the rebound in air travel, business travel, cruise lines, hotels & resorts.

Hosted by:

Michael Kovacs President & Chief Executive OfficerHa...

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Learn more about the technology, its fundamentals, implications and opportunities. Who are some of the emerging companies in this space? Apart from Crypto, what applications are in use today – for example in financial services, supply chain and logistics and payments? We discuss IBM, Maersk, Walmart, Epam, Visa, and other companies implementing blockchain technologies today and how it is benefitting them.  What about the energy usa...

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What is the big difference between the Blockchain technological revolution and the Internet revolution? The Internet was about the digitization of information, while the Blockchain is the digitization of assets, property and identity. As the Blockchain matures, like the Internet, it will be the mainstream technology of B2B, B2P and P2P transactions. Michael Kovacs talks about launching the first Blockchain technologies ETF in Canad...

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