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 27, 2023 17 mins

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

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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.

(00:00

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Harvest ETFs Chief Investment Officer and Portfolio Manager Paul MacDonald joins the podcast to talk about structural and shorter-term drivers for the US healthcare sector, and why investors may want to consider the sector now.

 

Paul goes in depth ...

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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...

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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...

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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...

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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...

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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...

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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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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...

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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 Manager
Harvest ETFs

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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 Inv...

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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...

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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 Officer
Harvest ETFs


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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 Research
Mornigstar Canada

Hosted by:

Paul MacDonald, CFA
Chief Investment Officer & Portfolio Manager
Harvest 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 Officer
Harves...

Mark as Played

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 Officer
Harvest ETFs


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