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Harvest Talks

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This podcast has
26 episodes
Language
English
Publisher
Harvest ETFs
Explicit
Yes
Date created
2021/07/15
Latest episode
2023/07/27
Average duration
21 min.
Release period
36 days

Description

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

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Check latest episodes from Harvest Talks podcast


Large-cap Investing Explained
2023/07/27
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
Episode 27 | Why Tech has led the market in 2023 (so far) | Harvest Talks
2023/06/26
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) Intro (01:24) Why Tech has overperformed this year (03:28) Is this tech doing well or the rest of the market doing badly? (04:45) Subsector breakdown in tech (06:20) Risks of a few large players in tech (07:20) What’s the AI story and why has large-cap led? (12:30) What happened with Nvidia? (18:49) How HTA captures the tech sector (21:22) Why HTA holds an equal weight portfolio (23:00) Why HTA uses an income strategy (25:14) Outro & Disclaimer   https://harvestportfolios.com/hta    Guests: James Learmonth, CFA Senior Portfolio Manager Harvest ETFs   Hosted by: David Kitai Content Writer & Editor Harvest ETFs   About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors. For additional information: Please visit www.harvestportfolios.com, e-mail [email protected] or call toll free 1-866-998-8298.
Episode 26 | Why the Healthcare Sector should matter to investors now | Harvest Talks
2023/05/08
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 about Canada’s largest Healthcare ETF – the Harvest Healthcare Leaders Income ETF (HHL:TSX)   (00:24) – Long-term drivers for Healthcare (01:54) – Why Healthcare Now? (03:42) – Subsector and Style diversity in Healthcare & HHL (05:00) – Paul’s notable subsectors (08:06) – Why Healthcare has underperformed tech so far in 2023 (10:00) – What Styles are built into HHL (11:53) – What risks does Paul see in the Healthcare space (14:27) – Why HHL uses an income strategy (16:25) – The HHL elevator pitch     Hosted by: David Kitai Content Writer & Editor Harvest ETFs Guests: Paul MacDonald, CFA Chief Investment Officer Harvest ETFs   About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors. For additional information: Please visit www.harvestportfolios.com, e-mail [email protected] or call toll free 1-866-998-8298.
Episode 25 | CEO Unpacks Harvest’s Newest High Income ETFs | Harvest Talks
2023/04/25
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).   The goal of TRVI (01:09). The tailwinds behind Travel (02:20). Why TRVI was launched with income (04:11). About HRIF and what makes it different from HDIF (06:12). Underlying holdings in HRIF (06:58). What no leverage means, and who this ETF could be suited to (08:48). Tailwinds & diversification delivered by HRIF (09:51). How leading companies have performed in recent history (11:15). How should investors see these two new ETFs (11:45).   Hosted by: David Kitai Content Writer & Editor Harvest ETFs Guests: Michael Kovacs President & CEO Harvest ETFs   About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors. For additional information: Please visit www.harvestportfolios.com, e-mail [email protected] or call toll free 1-866-998-8298.
Episode 24 | AI’s investor prospects with special guest ChatGPT | Harvest Talks
2023/03/03
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 and business impacts of AI (01:48). The companies capturing value from AI (04:01). Drawbacks of AI for businesses (06:30). What could a post-AI economy look like? (09:10). How can investors capture the rise of AI? (12:45). What ChatGPT knows about ETFs and Harvest ETFs (15:10). Is HTA exposed to AI? (17:12). Is ChatGPT going to take David’s job? (18:12). Reflecting on GPT’s answers with Senior Portfolio Manager James Learmonth (21:10). Potential applications for AI (22:50). Businesses James sees capturing value from AI (24:00). How the holdings in HTA are capturing value from AI (26:30). Is AI a startup story, or can large-caps win out? (29:22). James’ take – are writers going to lose their jobs? (31:00). Outro (32:00).   Hosted by: David Kitai Content Writer & Editor Harvest ETFs Guests: ChatGPT James Learmonth, CFA Senior Portfolio Manager  Harvest ETFs   About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors. For additional information: Please visit www.harvestportfolios.com, e-mail [email protected] or call toll free 1-866-998-8298.
Episode 23 | The more things change – a market outlook for 2023 | Harvest Talks
2023/02/03
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 Officer Harvest ETFs David Kitai Content Writer & Editor Harvest ETFs   About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors. For additional information: Please visit www.harvestportfolios.com, e-mail [email protected] or call toll free 1-866-998-8298.
Episode 22 | A look at 2022 with President & CEO of Harvest ETFs Michael Kovacs | Harvest Talks
2022/12/22
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 in 2022 07:38 – Profiling new Harvest ETFs 11:10 – Michael’s biggest lessons from 2022 13:18 – An outlook for 2023   Hosted by: Michael Kovacs President & CEO Harvest ETFs David Kitai Content Writer & Editor Harvest ETFs   About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors. For additional information: Please visit www.harvestportfolios.com, e-mail [email protected] or call toll free 1-866-998-8298.
Episode 21 | What is a call option ETF? | Harvest Talks
2022/11/21
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 – Importance of active management 14:30 – The scale of options trading at Harvest ETFs 18:45 – Summarizing Harvest Call Option ETFs   Hosted by: Paul MacDonald, CFA Chief Investment Officer Harvest ETFs David Kitai Content Writer & Editor Harvest ETFs Read more   About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors. For additional information: Please visit www.harvestportfolios.com, e-mail [email protected]  or call toll free 1-866-998-8298.
Episode 20 | Real Estate assets in a rising rate environment | Harvest Talks
2022/10/27
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: 0:00 Intro 1:28 Snapshot of global real estate before 2022 3:23 Where have most Canadians invested?  4:30 Why HGR takes a global approach 6:40 What happened so far in 2022  8:52 Where have we seen winners?  10:30 What asset classes have been hit hardest? 11:50 What risks are Canadians exposed to?  14:10 What’s the playbook for investors seeking real estate exposure?  19:40 Outro   Hosted by: Mike Dragosits, CFA Portfolio Manager Harvest ETFs David Kitai Content Writer & Editor Harvest ETFs https://harvestportfolios.com/hgr   About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors. For additional information: Please visit www.harvestportfolios.com, e-mail [email protected]  or call toll free 1-866-998-8298.
Episode 19 | Tech is dead, long live Technology | Harvest Talks
2022/09/28
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 COVID 8:06 – Growth stocks drivers: sentiment vs. fundamentals 10:22 – What’s happened in 2022 so far 12:28 – Can some tech companies be seen as value stocks? 14:20 – What’s the playbook in an uncertain environment for tech?   Hosted by: James Learmonth, CFA Senior Portfolio Manager Harvest ETFs David Kitai Content Writer & Editor Harvest ETFs https://harvestportfolios.com/hta   About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors. For additional information: Please visit www.harvestportfolios.com, e-mail [email protected]  or call toll free 1-866-998-8298.
Episode 18 | Is the U.S. in a recession, or just a short recess? | Harvest Talks
2022/08/16
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? 13:00 Signs of positivity 14:40 The investor’s playbook Hosted by: Paul MacDonald, CFA Chief Investment Officer Harvest ETFs David Kitai Content Writer & Editor Harvest ETFs https://harvestportfolios.com About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors. For additional information: Please visit www.harvestportfolios.com, e-mail [email protected]  or call toll free 1-866-998-8298.
Episode 17 | Is it time for energy investors to look at large-cap with Mike Dragosits | Harvest Talks
2022/07/05
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 12:18 - Other strategies for energy investors 15:14 - Compare and contrast: large cap vs small cap Hosted by: Mike Dragosits, CFA Portfolio Manager Harvest ETFs David Kitai Content Writer & Editor Harvest ETFs https://harvestportfolios.com/hpf About Harvest Portfolios Group Inc. Founded in 2009, Harvest is a Canadian Investment Fund Manager. Harvest offers an innovative suite of exchange traded funds, mutual funds and publicly-listed structured fund products designed to satisfy the long-term growth and income needs of investors. We pride ourselves in creating trusted investment solutions that meet the expectations of our investors. For additional information: Please visit www.harvestportfolios.com, e-mail [email protected]  or call toll free 1-866-998-8298.

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