PODCAST · business
BMO Smarter Investing
by BMO
BMO Smarter Investing is a podcast series that's all about helping you make smarter investment decisions. Join top BMO economists Douglas Porter, Sal Guatieri, and Jennifer Lee each month as they discuss the latest market developments and insights.For more information about how you startinvesting with confidence, visit bmo.com/onlineinvesting.
Episodes
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59 - Is a Resilient U.S. Economy at Risk?
Amid the Iran war’s energy shock, rising borrowing costs, and uncertain trade policies, can the US economy continue to roll with the punches in 2027. BMO Chief US Economist Scott Anderson and BMO Director and Senior Economist Sal Guatieri shed some light on the outlook for the economy, inflation,...
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58 - Can China Weather Global Shocks?
As the global economy deals with the fallout from the U.S. trade war and Iran conflict, how well are China's economy, stock market, and housing market faring amidst it all? Join BMO Director and Senior Economist Art Woo and Sal Guatieri as they take a broad look at the outlook for China’s economy...
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57 - Will The New Fed Boss Tip the Scales on Inflation and Rates?
The new chair of the Federal Reserve, Kevin Warsh, is well known for his hawkish views on many policies. What will his stances do for the Canadian economy? Join BMO Senior Economist Sal Guatieri and BMO Deputy Chief Economist Michael Gregory as they break down Warsh's role, AI-related Investing,...
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56 - Outlook for Canadian and U.S. Commercial Real Estate Markets
Facing uncertain trade policies, rising energy costs, and stagnant population growth, can North American commercial property markets survive and even thrive in the year ahead? Join BMO Director and Senior Economist Sal Guatieri as he breaks down the outlook for industrial, retail, multifamily…
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55 - The Fog of War(s)
As the Iran conflict threatens global energy supplies and sends oil prices surging, are the American and Canadian economies at risk of recession? Join BMO U.S. Chief Economist Scott Anderson and Senior Economist Sal Guatieri as they discuss the potential impact of the conflict, as well as the...
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54 - Can the Canadian Housing Market Shake off Its Slump?
2025 saw a rift within Canada’s housing market, with prices sagging in some regions but rising steadily in others. Will 2026 be a repeat of last year, or can the depressed regions begin to heal? Join BMO Senior Economists Robert Kavcic and Sal Guatieri as they discuss the outlook for real estate...
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53 - Will the U.S. Housing Market Emerge from the Doldrums?
2025 was another tough year for the US housing market, even as activity showed signs of stirring toward year-end. Join BMO Senior Economist Sal Guatieri as he discusses the outlook for 2026 in the wake of affordability, supply and population growth challenges, wide regional market variations, and...
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52 - Can the U.S. Economy Outperform Again in 2026?
Amid a turbulent year of tariffs, AI-related spending, and a government shutdown, the resilience of the U.S. economy has surprised many. However, rising unemployment and stubborn inflation may be ominous signs for the new year. BMO's U.S. Chief Economist Scott Anderson joins Senior Economist Sal...
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51 - Will Tariffs and Trade Talks Derail an Improving North American Economic Outlook?
Amid rising trade tensions and the upcoming USMCA renegotiation, what’s next for the U.S. and Canadian economies? BMO Chief Economist Douglas Porter and Directors/Senior Economists Aaron Goertzen and Sal Guatieri explore potential scenarios for US-Canada trade relations, their economic impact…
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50 - Special Edition: Simplify Your Portfolio with Asset Allocation ETFs
For this BMO Special Edition, join BMO Global Asset Management’s Erin Allen, Director of Online Distribution and Kevin Prins, Managing Director, Head of ETFs and Digital Distribution, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how…
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49 - Can Canadian Households Hold Down the Fort?
With the ongoing trade war and slow recovery in housing, Canada's economy will need to rely on households to stand strong and defend the economy against the risk of recession. Join BMO Senior Economist Sal Guatieri as he discusses whether households are up for the challenge. Visit...
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48 - Is the Trade War Nearing an End Game?
President Trump's trade war continues to create uncertainty for global markets and business leaders. Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss the potential economic implications for Canada and the U.S., along with likely support from expansionary monetary and…
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47 - Will the Trade War Derail the Commercial Real Estate Market?
Industrial, multifamily, retail, and office sectors are all experiencing changes due to rising tariffs, increased interest rates, and economic uncertainties. Will the markets recover next year? Join Director and Senior Economist at Capital Markets Sal Guatieri, as he shares his comprehensive...
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46 - Is the Economy On a Collision Course With Tariffs?
The first 100 days of the Trump administration saw significant turmoil in markets due to the escalating trade war, though some recent actions raise hopes that some tariffs will be rolled back after bilateral talks. Douglas Porter, Chief Economist at BMO Financial Group, and Sal Guatieri, Director...
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45 - Special Edition: The Secrets to Protecting Your Portfolio with Options
Did you know there is a way to use put options as an insurance policy? Join Director at BMO InvestorLine David McGann and Director of ETF Distribution at BMO Global Asset Management Richard Ho as they discuss the world of Options trading and Risk management. Visit BMO.com/onlineinvesting for more...
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44 - Will Canada’s Auto Industry Crash Into a Tariff Wall?
President Trump's trade war has roiled financial markets as investors, like everyone else, detest uncertainty. The North American auto industry will also be caught in the tariff headlights with the Canadian side particularly vulnerable. Join Senior Economists Erik Johnson and Sal Guatieri as they...
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43 - That Age Old Mortgage Question: Fix or Float?
In this episode of BMO Smarter Investing, BMO Capital Markets Senior Economist and Director Sal Guatieri discusses several Canadian mortgage options worth considering in these current uncertain economic times. Visit BMO.com/onlineinvesting for more information and to learn how you can start...
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42 - Special Edition: Options Strategies for Potential Income Generation
Have you wondered how to utilize your trade options to generate income? On this special edition of BMO Smarter Investing, BMO InvestorLine Director David McGann and Director of ETF Distribution Richard Ho discuss advanced option trading strategies. Discover how to leverage covered calls to…
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41 - Special Edition: Breaking Barriers - How CDRs Enable Smart Global Investing
CDRs; What are they and how can you utilize them? Join Erin Allen from BMO Global Asset Management along with Directors of the Structured Solutions Team at BMO Global Asset Management Acushla Vestby and Johan Ahlberg as they explore Canadian Depository Receipts (CDRs). Acushla and Johan tell us…
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40 - Special Edition: Everything You Need to Know About Speculative Strategies with Options
Have you ever wondered how options trading works and what advantages it offers compared to traditional stock trading? On this special edition of BMO Smarter Investing, David McGann, Director at BMO InvestorLine, and Richard Ho, Director of ETF Distribution, discuss options trading. Listen in as...
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39 - Will Trump's Tariffs Cause Economic Trauma?
President Trump's threat to impose tariffs on Canada, Mexico, and other countries could have major repercussions for investors. In this episode, BMO's Chief Economist Douglas Porter joins BMO Senior Economist Sal Guatieri to discuss the potential impacts on the economy, inflation, and interest...
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38 - Will Immigration Cuts Derail Canada’s Economic and Housing Market Recoveries?
With the federal government taking a surprisingly aggressive approach to curbing immigration, what are the implications for economic growth, the housing market, and the Bank of Canada's interest rate policy? Listen in as BMO Capital Markets Director and Senior Economist Robert Kavcic joins Sal...
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37 - Trumponomics II: Will a Red Wave Wash Over the Economy and Markets?
With the historic U.S. election of 2024 in the books, investors have many questions about the impact on the economy, inflation, interest rates and markets. Senior Economist Sal Guatieri is joined by US Chief Economist Scott Anderson to discuss the implications and provide some clarity on the many...
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36 - Special Edition: Is AI poised to level up economic growth?
In this special edition of BMO Smarter Investing, join Vice President and Senior Economist at BMO Capital Markets Erik Johnson as he welcomes Brett Winton, Chief Futurist at ARK Invest. Tune in for Brett's insights on the far-reaching impacts of AI, disruptive technology, how they can affect…
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35 - Canadian Housing Market Outlook
There are many forces at play in the Canadian housing market. Affordability, supply, and immigration are three critical ones. How will they unfold to determine where the market is headed? Join BMO Senior Economist Sal Guatieri as he gives some guidance on the outlook for housing in Canada. Visit...
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34 - Special Edition: Can Young Canadians Get a Foot on the Housing Ladder?
With the housing market in a difficult state, younger Canadians don't feel confident in their ability to enter it. How long can this be expected to last, and will Millennials and Gen Z be able to secure themselves a future in the housing market? Join Erik Johnson, Vice President and Senior...
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33 - Special Edition: A Budget For Younger Canadians? Sorting Out Myth From Fact
In recent years, younger Canadians have found it increasingly difficult to save money for the future. The Canadian Government has recently stepped up and announced a budget that will be fair across multiple generations. Is this promising and achievable? Or are they biting off more than they can...
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32 - Special Edition: Demystifying Investing For Young Canadians
As younger Canadians integrate into new financial responsibilities and choices, it can all seem very confusing when you don't know which step is right. Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Associate Portfolio Manager & Financial Planner, Pouya…
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31 - China’s Economic Challenges and Outlook
China is the world’s second-largest economy, which makes it an important market to pay attention to. But, with the housing downturn, the risk of a debt crisis, and the looming threat of a trade war with the US, the Chinese economy is something that investors need to pay even closer attention to...
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30 - Take It Easier
The Bank of Canada led the way among G7 countries with its first interest rate cut in over four years. But, the Fed is holding tight for now given stickier U.S. inflation. Join BMO Chief Economist Doug Porter and Senior Economist Sal Guatieri, as they discuss the outlook for rates, inflation and...
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29 - Commercial Real Estate Conditions in Canada and the U.S.
How is the commercial real estate market doing in Canada and the U.S. and where is it headed? BMO Senior Economist Sal Guatieri takes you on a walk through the CRE landscape. Remote work continues to challenge the office market. However, other sectors, such as industrial and multifamily, are…
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28 - How the US presidential election could impact the global economy
How could the outcome of the US election impact the global economy? BMO Senior Economist Sal Guatieri is joined by Michael Gregory, deputy chief economist at BMO, to discuss the implications and risks associated with the upcoming presidential election. Depending on who is elected in November…
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27 - Has the Economy Already Landed? Issues impacting the Canadian and U.S. economies and markets
BMO Senior Economist Sal Guatieri is joined by Doug Porter, Chief Economist at BMO Financial Group, to discuss the impact that the labour market, food prices and energy costs are having on inflation in both Canada and the United States, as well as when interest rates may finally start to come…
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26 - Better Financial Conditions Flag Soft Landing
Are economists overly pessimistic about the state of the economy? BMO Senior Economist, Sal Guatieri discusses the implications of easing financial conditions on the economic and rate outlooks for the U.S. and Canada. Visit BMO.com/onlineinvesting for more information and to learn how you can…
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25 - Whither China's Economy?
All is not well with the world’s second-largest economy. What do China’s recent economic struggles mean for the global economy and investors? BMO Senior Economist Sal Guatieri is joined by Art Woo, Director and senior economist at BMO, to assess whether China’s economy can remain an engine of...
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24 - Do Current High-interest Rates Represent the New Normal?
The highest borrowing costs since before the financial crisis of 2008 have upset investors’ assumptions of asset values, threatening to up-end housing prices. Long-term rates have climbed, alongside the highest policy rates in two decades, but no one expected those rates to scale 16-year peaks.…
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23 - How Housing Unaffordability Impacts Us All
Housing affordability impacts everyone, from home buyers, to renters, to investors. BMO Senior Economist Sal Guatieri delves into the issue for both Canada and the United States, discussing how we got here and where affordability may be going, as well as implications for the economy and…
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22 - Are We Nearing the End of the Dark Inflation Tunnel?
After one of the most aggressive tightening cycles in decades, it looks like central banks are making decent progress in taming inflation, opening the door for a rare soft landing for the economy. BMO Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss prospects for…
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21 - Is A Reckoning Coming For Office Buildings and Other Commercial Real Estate Markets?
Commercial real estate will no doubt face challenges in the year ahead, but the sector facing the toughest test will be office buildings. BMO Senior Economist Sal Guatieri takes a look at what the four main commercial real estate segments can expect, as they weather the storm of rising interest...
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20 - What Happens When the Housing Supply Doesn't Meet Demand
Description: How have aggressive interest rate hikes impacted the housing markets in both Canada and the US? And how will stable rates impact current housing affordability? BMO Senior Economists Sal Guatieri and Robert Kavcic discuss corrections, market stability, and signs of a bottoming in the...
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19 - Special Edition:What Investors Should Focus on during Uncertain times?
Panic selling, cashing out, and trading frantically are common actions for investors during times of uncertainty. On today's special edition of BMO Smarter Investing, Silvio Stroescu, President of BMO InvestorLine talks with Brian Belski, Chief Investment Strategist about what investors can do to...
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18 - Will the Bank Stress Crunch the Economy?
Recent bank failures have raised fears of a repeat of the 2008 financial crisis. What’s different today, and what are the chances it could happen again? Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss these issues and their potential impacts on the economy, inflation and...
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17 - Can Excess Savings and Liquidity Save the Expansion?
A vast reservoir of household savings and liquidity should continue to backstop spending in the U.S. and Canada for some time, shielding the economy from the full effects of monetary tightening. But this buffer could also act as a double-edged sword if it sustains inflation and leads to even…
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16 - Special Edition: The Importance of Disruptive Innovation in Your Portfolio
When investors are building their portfolios, there are many options for them to consider. Innovation should be a high priority, as Cathie Wood, Founder, CEO, and CIO of Ark Invest, tells us in this episode. Erin Allen, VP of ETF Online Distribution for BMO ETFs, had the privilege of speaking…
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15 - Still Recession Bound?
With the U.S. and Canadian economies showing pockets of resilience, more investors are questioning whether either is still headed for a widely expected downturn in 2023. Sal Guatieri discusses whether BMO Economics has shifted its view on recession odds and why it still believes the slump will be...
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14 - Special Edition: Looking into Responsible Investing
With so many different events happening around the world affecting our economic outlook, what are some of the things we should be looking for to protect our investments? On this special edition of BMO Smarter Investing, Senior Economist Erik Johnson speaks with Nalini Feuilloley, Head of...
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13 - Inflation: Where Now?
In this episode, Douglas Porter and Sal Guatieri revisit a conversation they had a few months ago on what’s driving inflation and where it is likely headed. With 2023 around the corner, there is no bigger influence than multi-decade high inflation on the outlook for interest rates, the economy…
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12 - The Risks Brought On By Rising Oil Prices
Soaring fuel costs have been one of the biggest points of contention over the last year, especially since the start of the invasion of Ukraine. With so much uncertainty about the global drivers of oil prices, what can we expect in the coming years? Sal Guatieri speaks with Senior Economist Art…
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11 - Special Edition: The Strength of Women Investors
Financial Literacy is important to us all, and in this episode, Jennifer Lee talks with Andrea Casciato and Jennifer So to provide insights on the importance of education and investing as part of BMO's commitment to real financial progress for every woman, so they’re prepared to seize every...
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10 - How the Auto Industry is Recovering Post Pandemic
As the business world is still recovering from the pandemic, some have struggled to catch up properly; the auto industry is no exception. With chip and semiconductor shortages being an issue along with short supply, what is being done to level out and get things back to a level of normalcy? Sal...
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ABOUT THIS SHOW
BMO Smarter Investing is a podcast series that's all about helping you make smarter investment decisions. Join top BMO economists Douglas Porter, Sal Guatieri, and Jennifer Lee each month as they discuss the latest market developments and insights.For more information about how you startinvesting with confidence, visit bmo.com/onlineinvesting.
HOSTED BY
BMO
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How many episodes does BMO Smarter Investing have?
BMO Smarter Investing currently has 59 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is BMO Smarter Investing about?
BMO Smarter Investing is a podcast series that's all about helping you make smarter investment decisions. Join top BMO economists Douglas Porter, Sal Guatieri, and Jennifer Lee each month as they discuss the latest market developments and insights.For more information about how you startinvesting...
How often does BMO Smarter Investing release new episodes?
BMO Smarter Investing has 59 episodes. Check the episode list to see recent publication dates and frequency.
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You can listen to BMO Smarter Investing on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts BMO Smarter Investing?
BMO Smarter Investing is created and hosted by BMO.
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