Harvest Talks

Harvest Talks

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Harvest Talks episodes

  • Episode 18 | Is the U.S. in a recession, or just a short recess? | Harvest Talks

    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.

    19 min
  • Episode 17 | Is it time for energy investors to look at large-cap with Mike Dragosits | Harvest Talks

    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.

    19 min
  • Episode 16 | Cashflow from a Volatile Market with Harvest CIO Paul MacDonald | Harvest Talks

    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 ManagerHarvest ETFs

    David Kitai Content Writer & EditorHarvest ETFs

    https://harvestportfolios.com/ ________________________________________________________________ SUBSCRIBE TO OUR YOUTUBE CHANNEL https://www.youtube.com/c/HarvestETFs/?sub_confirmation=1 SUBSCRIBE TO OUR MONTHLY NEWSLETTER https://harvestportfolios.com/subscribe _______________________________________________________________ FOLLOW HARVEST ETFS ON SOCIAL MEDIA: LinkedIn: https://www.linkedin.com/company/harvest-portfolios-group/ Twitter: https://twitter.com/harvestetfs Facebook: https://www.facebook.com/HarvestETFs Spotify: https://open.spotify.com/show/4Nh71jcf778tZDICT7TznK Stitcher: https://www.stitcher.com/show/harvest-talks ________________________________________________________________ FOR ADDITIONAL INFORMATION: Please visit Website: https://harvestportfolios.com E-mail: [email protected] Toll free: 1-866-998-8298. ________________________________________________________________ Disclaimer: Commissions, management fees and expenses all may be associated with investing in Harvest Exchange Traded Funds (managed by Harvest Portfolios Group Inc.). Please read the relevant prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account income taxes payable by any securityholder that would have reduced returns. Tax investment and all other decisions should be made with guidance from a qualified professional.

    25 min
  • Episode 15 | Why the Travel Industry Forecasts Strong Demand in 2022 with Kushal A & David K | Harvest Talks

    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/ ________________________________________________________________

    SUBSCRIBE TO OUR YOUTUBE CHANNEL https://www.youtube.com/channel/UC5K0...

    SUBSCRIBE TO OUR MONTHLY NEWSLETTER https://harvestportfolios.com/subscribe/

    ________________________________________________________________

    The Harvest Travel & Leisure Index ETF (TRVL:TSX) provides investors access to a diversified portfolio of large capitalization companies that own or operate travel related businesses. Harvest believes that prior to the pandemic, global travel growth had structural long-term drivers and, in the shorter term, these companies stand to benefit from a resumption in travel following global shutdowns. Benefits of investing in TRVL The top 30 dominant, large capitalization Travel & Leisure companies listed in North America Diversified across broad travel related sectors Sub-sectors have been disproportionately impacted by the shutdowns versus many other sectors Long term structural growth drivers were in place prior to pandemic and expected to resume Portfolio well positioned to benefit from resumption and pent-up demand for travel Index structure

    ________________________________________________________________

    Harvest ETFs is an Independent Canadian ETF manager delivering portfolios of high-quality businesses, equity income strategies, and growth-oriented mega trends. ________________________________________________________________

    SUBSCRIBE TO OUR YOUTUBE CHANNEL https://www.youtube.com/c/HarvestETFs...

    SUBSCRIBE TO OUR MONTHLY NEWSLETTER https://harvestportfolios.com/subscribe _______________________________________________________________

    FOLLOW HARVEST ETFS ON SOCIAL MEDIA:

    LinkedIn:https://www.linkedin.com/company/harv...

    Twitter: https://twitter.com/harvestetfs

    Facebook: https://www.facebook.com/HarvestETFs

    Spotify: https://open.spotify.com/show/4Nh71jc...

    Stitcher: https://www.stitcher.com/show/harvest...

    ________________________________________________________________

    FOR ADDITIONAL INFORMATION: Please visit Website: https://harvestportfolios.com E-mail: [email protected] Toll free: 1-866-998-8298.

    ________________________________________________________________

    Disclaimer: Commissions, management fees and expenses all may be associated with investing in Harvest Exchange Traded Funds (managed by Harvest Portfolios Group Inc.). Please read the relevant prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all distributions and do not take into account income taxes payable by any securityholder that would have reduced returns. Tax investment and all other decisions should be made with guidance from a qualified professional.

    30 min
  • Episode 14 | Why the utilities sector deserves your attention with Mike Dragosits & David Kitai | Harvest Talks

    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 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.

    22 min
  • Episode 13 | Healthcare's position in the great rotation to quality w/ Paul MacDonald & David Kitai, Harvest ETFs | Harvest Talks
    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 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.'

    https://harvestportfolios.com/hhl

    Hosted by:

    Paul MacDonald, CFA Chief Investment OfficerHarvest ETFs

    David Kitai Content Writer & EditorHarvest ETFs

    https://harvestportfolios.com/hhl

    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.

    25 min
  • Episode 12 | What are you doing for income with Michael Kovacs, Harvest ETFs | Harvest Talks

    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 OfficerHarvest ETFs

    https://harvestportfolios.com/hbf

    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.

    3 min
  • Episode 11 | Different approaches to ESG Investing in conversation with Ian Tam, Morningstar & Paul Macdonald and Mike Dragosits Harvest ETFs | Harvest Talks

    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 ResearchMornigstar Canada

    Hosted by:

    Paul MacDonald, CFA Chief Investment Officer & Portfolio ManagerHarvest ETFs

    Mike Dragosits, CFA Portfolio ManagerHarvest ETFs

    https://harvestportfolios.com/hcln

    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.

    44 min
  • Episode 10 | Key drivers of growth in the Healthcare sector, with Michael Kovacs and Paul MacDonald | Harvest Talks
    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 OfficerHarvest ETFs

    Paul MacDonald, CFA Chief Investment Officer & Portfolio ManagerHarvest ETFs

    https://harvestportfolios.com/hhl

    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.

    20 min
  • Episode 9 | A look at the growth dynamics in the Healthcare Sector with Michael Kovacs | Harvest Talks

    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 OfficerHarvest ETFs

    https://harvestportfolios.com/hhl

    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.

    12 min

About Harvest Talks

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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…