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 Officer
Harvest ETFs
Paul MacDonald, CFA
Chief Investment Officer & Portfolio Manager
Harvest ETFs
https://harvestportfolios.com/trvl 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 info@harvestportfolios.com or
call toll free 1-866-998-8298.
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.
(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 info@harvestportfolios.com or
call toll free 1-866-998-8298.
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 info@harvestportfolios.com or
call toll free 1-866-998-8298.
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 info@harvestportfolios.com or
call toll free 1-866-998-8298.
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 info@harvestportfolios.com or
call toll free 1-866-998-8298.
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 info@harvestportfolios.com or
call toll free 1-866-998-8298.
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 info@harvestportfolios.com or
call toll free 1-866-998-8298.
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
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 info@harvestportfolios.com or
call toll free 1-866-998-8298.
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 info@harvestportfolios.com or
call toll free 1-866-998-8298.
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 info@harvestportfolios.com or
call toll free 1-866-998-8298.
Stay up to date
For any inquiries, please email us at hello@podcastworld.io