Episodes

  • Large-cap Investing Explained
    Jul 27 2023

    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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    17 mins
  • Episode 27 | Why Tech has led the market in 2023 (so far) | Harvest Talks
    Jun 26 2023
    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.
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    26 mins
  • Episode 26 | Why the Healthcare Sector should matter to investors now | Harvest Talks
    May 8 2023

    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.

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    18 mins
  • Episode 25 | CEO Unpacks Harvest’s Newest High Income ETFs | Harvest Talks
    Apr 25 2023

    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.

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    14 mins
  • Episode 24 | AI’s investor prospects with special guest ChatGPT | Harvest Talks
    Mar 3 2023

    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.

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    33 mins
  • Episode 23 | The more things change – a market outlook for 2023 | Harvest Talks
    Feb 3 2023

    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.

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    20 mins
  • Episode 22 | A look at 2022 with President & CEO of Harvest ETFs Michael Kovacs | Harvest Talks
    Dec 22 2022

    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.

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    16 mins
  • Episode 21 | What is a call option ETF? | Harvest Talks
    Nov 21 2022

    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 info@harvestportfolios.com  or
    call toll free 1-866-998-8298.

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    22 mins