
Advertise on podcast: Harvest Talks
This podcast has
26 episodes
Language
EnglishPublisher
Harvest ETFsExplicit
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
Unlock Harvest Talks podcast Email contact info,
Listeners & Audience details
Email contact information
Direct podcast contact details

Listeners
Audience numbers & engagement insights

Audience details
Podcast Insights

Podcast episodes
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.
Podcast reviews
Read Harvest Talks podcast reviews
Podcast sponsorship advertising
Start advertising on Harvest Talks relevant audience podcasts
You may also like to advertise on these Podcasts

4.8161214
Lash Boss Radio
Shelby Tarleton

4.816538
Star Wars: Old Canon Book Club
Star Wars: Old Canon Book Club

4.4162284
8AM Podcast with Arlin Moore
Arlin

4.8187163
The Logan Bartlett Show
by Redpoint Ventures

4.571197
The Mental Health Today Show
John Cordray

52277
One Shots a Live-Play Mini Series Podcast
Dumb-Dumbs & Dice

4.955210
Trusty Hogs
Audio Always

5236
Einschlafen mit Weltall
Schønlein Media & Stiftung Planetarium Berlin

4.9207331
She and I
Barrett and India

4.41776607
I Am Athlete
Brandon Marshall