EP. 254 Brian Belski, CEO & CIO, Humilis Investment Strategies & Steve Hawkins, CEO, LongPoint ETFs
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Brian Belski spent 36 years building one of the most recognized track records in North American equity strategy — and then he walked away from the institutional machine to do things entirely on his own terms. In this episode of Insight Is Capital, Pierre Daillie sits down with Brian Belski, CEO & CIO, Humilis Investment Strategies, and Steve Hawkins, founder and CEO of Longpoint ETFs, for a conversation that is equal parts market insight and origin story. What drove Belski to launch Humilis Investment Strategies? What does Steve Hawkins see that most of the ETF industry is still missing? And what does it mean that these two just brought three new ETFs to the TSX together?
The market calls in this episode are pointed, specific, and more than a little contrarian. Belski has strong views on gold, on Canadian banks, on U.S. financials, and on where the next decade of this bull market is actually going to be won — and it's not where most advisors are currently positioned. If your clients are asking whether now is the time to stay the course or rethink the playbook, this conversation will give you a lot to think about.
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