KJH Insights - Managing Risk & Returns
by KJ Harrison Investors
Welcome to KJH Insights -- a podcast about managing risk and returns. In each episode, we look at the biggest issues affecting the market and offer advice and strategies to help you build and protect your wealth.
Episodes
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Episode 57: Markets Under the Surface: Interest Rates, AI and Narrowing Market Breadth (October 2026)
In this month's episode of KJH Insights, hosts Sarah Bull and Andrew Csumrik examine the forces shaping markets as we head into the final quarter of the year. They discuss the continued influence of rising interest rates, how a narrow group of AI-related companies is driving index returns,...
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Episode 56 – A Busy Summer for Markets: What Changed and What Matters (September 2026)
In this episode of KJH Insights, hosts Sarah Bull and Andrew Csumrik take stock of a busy summer in the markets and examine what it means for investors heading into the fall. From the rapidly evolving AI cycle and rising bond yields to higher oil prices, inflation concerns and renewed Canada-U.S....
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Episode 55 - The Mid-Year Market Outlook: Earnings, AI and Canada's Opportunity (July 2026)
In this mid-year episode of KJH Insights, hosts Sarah Bull and Andrew Csumrik take stock of the first half of 2026, reflecting on the key market developments that have shaped the year so far and what they could mean for investors in the months ahead. Despite strong market returns, the year has…
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Episode 54: Exploring Mega-IPOs and the Changing Face of the S&P 500 (June 2026)
In this episode of KJH Insights, Joel Clark and Andrew Csumrik examine how inflation, interest rates and geopolitical tensions in the Middle East are shaping investor sentiment. They also explore the impact of recent and potential mega-IPOs, including SpaceX, OpenAI and Anthropic, and what these...
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Episode 53 - Inside the Market's Rapid Recovery (May 2026)
With ongoing geopolitical uncertainty, many investors are asking: how can markets be hitting record highs right now? In this episode, we break down the shift away from oil-driven market movements, why volatility has settled, and how forward-looking markets process uncertainty. We also dive into...
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Episode 52 - KJH Insights: What Oil Is Telling Us About Markets (April 2026)
There's no shortage of factors driving markets right now. In this episode, Sarah Bull and Andrew Csumrik begin with oil, examining what it is truly signalling about today's market environment, before unpacking the broader mix of forces at play, including ongoing volatility. The conversation...
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Episode 51 - 2025 Market Crosscurrents and the Outlook for 2026 (February 2026)
Despite a strong finish for equity markets in 2025, investors navigated a series of disruptive themes throughout the year, from DeepSeek-driven volatility early on to tariffs, geopolitical conflicts, and U.S. political risk. This episode reviews the forces that shaped markets in 2025 and…
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Women & Wealth – A Look Back at 2025 and the Road Ahead (December 2025)
In this final Women & Wealth episode of the year, Sarah Bull welcomes Theresa Shutt, Chief Investment Officer at Harbourfront Wealth Management to reflect on an eventful 2025 and explore what themes matter for investors for 2026. They discuss AI's growing market influence, the widening wealth...
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Episode 50 — What's Really Driving This Market (November 2025)
In this episode of KJH Insights, we take you inside the forces shaping today's market. The discussion breaks down the latest pullback, explores why some parts of the economy are powering ahead while others are clearly losing momentum, and unpacks what Q3 earnings reveal once you look beneath the...
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Episode 49 - A Goldilocks Market? Growth, Inflation, and What Comes Next (October 2025)
In this episode of KJH Insights, CEO Joel Clark and Managing Partner & Portfolio Manager Sarah Bull discuss the reacceleration of economic growth heading into Q1 2026 and the continued moderation of inflation shaping a "Goldilocks" environment, supportive of risk assets. However, they caution…
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Women & Wealth – Protecting Your Legacy from "Lasagna Ladies"
In this episode, we use a light-hearted phrase to take a very real look at estate planning through the lens of the "Lasagna Ladies" — a shorthand for what can happen if you pass away before your husband and a new casserole-baring suitor comes in and suddenly has access to the family estate. Sarah...
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Episode 48 - Inside a Complex Investment Climate (September 2025)
In this episode of KJH Insights, Sarah Bull, Managing Partner & Portfolio Manager, and Andrew Csumrik, Portfolio Manager, explore the many crosscurrents shaping today's investment landscape, from inflation and interest rates to shifting global demand and the continued dominance of mega caps…
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KJH Insights: Estate Planning Essentials for Women & Families (July 2025)
Estate planning is often complex and uncomfortable, but it's a conversation worth having. In this episode of KJH Insights: Women & Wealth, Sarah Bull of KJ Harrison and Corina Weigl, a trusted estate planning advisor, share thoughtful, practical guidance to help women navigate the many layers of...
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Episode 47 - From Recession Risk to Rebound: What's Driving Markets Now (June 2025)
In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, reflect on the market's rebound since Q1, amid tariff threats and geopolitical uncertainty. They discuss the fading risk of recession, rising concerns about stagflation, and how KJH is...
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Episode 46 - Staying Steady in Unpredictable Markets (May 2025)
In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, discuss the uncertain economic landscape, driven by U.S. policy changes, trade negotiations, and shifting bond yields. They also explore Canada's evolving role in the global economy…
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Episode 45 - Tariffs. Tumbling Bond Yields. Gold at Record Highs. What's Really Going On? (April 2025)
In this month's KJH Insights, Joel Clark, CEO, and Sarah Bull, Portfolio Manager, explore the ripple effects of "Demolition Day" — when sweeping U.S. tariffs shook global markets — and why they believe the real story is about debt, recession risk, and policy missteps. They unpack: Why gold is...
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KJH Insights: How Women are Reshaping the Family Dynamics of Wealth (March 2025)
Sarah Bull is joined by Kate Pal, President and Estate Planning Advisor at Pal Insurance, and Ali Spinner, Partner of Tax and Estate Planning at Crowe Soberman LLP, to explore how women are earning, inheriting, and managing more wealth—and what that means for families. Together, they go beyond…
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Episode 44 - Decoding Trump's Economic Moves: What's Behind the Chaos? (March 2025)
Markets have stumbled as volatility unsettles investor confidence, driven by Trump's latest economic moves. In this episode of KJH Insights – Managing Risk & Returns, Sarah Bull, Partner & Portfolio Manager, and Joel Clark, CEO, analyze the potential motives behind Trump's strategy and his real...
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Episode 43 - KJH Insights: Cutting Through the Noise – Staying Focused in a Volatile Environment
Markets are hitting record highs, but questions remain about what's next. In this episode of KJH Insights, Sarah Bull, Partner & Portfolio Manager, and Joel Clark, CEO, cut through the noise. They discuss the resilience of corporate earnings, the implications of rising bond yields, and how…
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Episode 42 - KJH Insights: Positioning for Opportunity in 2025
In this episode, Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, break down the key forces shaping markets in 2025. From surging bond yields and renewed inflation to political shifts with Trump's return and Trudeau's resignation, they explore how these dynamics are driving market...
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Episode 41 - How Growth and Economic Confidence Are Shaping 2025 (December 2024)
In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, delve into the critical factors shaping equity, bond, and broader capital markets as we approach 2025. While the overall outlook for markets remains positive, they tackle pressing concerns such as the...
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Episode 40 - Navigating Post-Election Market Opportunities & Risks (November 2024)
The KJH Insights podcast explores managing investment risk and returns, examining the biggest market challenges and how to navigate them to build and protect wealth. Join Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they delve into the post-U.S. election market rally, the...
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Episode 39 - A Broader Market Emerges Beyond the Magnificent 7 (October 2024)
The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they explore the impact of slowing growth and...
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Episode 38 - Breaking Down the Recent Market Volatility (August 2024)
The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they delve into the recent market volatility and...
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Episode 37 - What is Behind the High S&P 500 Returns? (July 2024)
Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they delve into whether the market is truly as strong as it appears. The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to…
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Episode 36 - Inflation, Growth, and Geopolitical Challenges (June 2024)
The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they discuss Nvidia's market dominance, the...
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Episode 35 - The Fed Continues To Take Centre Stage (May 2024)
The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Gain insights from Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they discuss the risk of stagflation,...
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Episode 34 - Top Themes Driving Today's Market (April 2024)
The KJH Insights podcast on managing investment risk and returns looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join us this month as Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the potential resurgence of...
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Episode 33 - Beyond the Mag 7: Exploring Recent Market Growth & Opportunities (March 2024)
The KJH Insights podcast on managing investment risk and returns takes a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join us this month as the KJH team explores the latest market dynamics, including the prevailing market optimism and...
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Episode 32 - Holding the Course: A Look Back at 2023 and Ahead to 2024 (February 2024)
The KJH Insights podcast, on managing investment risk and returns, takes a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join the KJH team as we discuss our market outlook for 2024, including the AI digital revolution, continued...
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Episode 31 - Three Big Themes for the Markets (November 2023)
The latest KJH Insights podcast, on managing investment risk and returns, takes a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join the KJH team as we discuss geopolitical instability, changing credit conditions and the continued...
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Episode 30 - Weighing Up the Risk Versus Return in the Current Market Environment
The latest KJH Insights podcast, on managing investment risk and returns, takes a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join the KJH team as they discuss the move in bond yields, its impact on the equity market, the question of…
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Episode 29 - Opportunities in Equities and Bonds During Inflation Challenges (September 2023)
The latest KJH Insights podcast, on managing investment risk and returns, is available with a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Tune in to hear the KJH team discuss resurging inflation, persistent rate hike forecasts, and...
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Episode 28 - What's Top of Mind (August 2023)
The latest KJH Insights podcast, on managing investment risk and returns, is available with a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Tune in to hear Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the…
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Episode 27 - The Return of the Traditional Balanced Portfolio (July 2023)
The KJH Insights podcast, on managing investment risk and returns, is back with a look at the biggest issues affecting markets and how we navigate those issues to build and protect our clients' wealth. Tune in to hear Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the…
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Inflation has likely peaked but is a recession still on the horizon for 2023?
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets and how we navigate those issues to build and protect our clients' wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss a Fed pivot, the...
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The Unintended Consequences of Interest Rate Hikes
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients' wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the economic...
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Are we nearing the bottom of the bear market?
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients' wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the signs of...
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An Uncertain Macroeconomic Environment Calls for Patience
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients' wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the European…
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Inflation vs Growth - The Balancing Act Continues
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients' wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the Fed's ongoing...
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Have We Hit Peak Inflation?
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting markets, and how we navigate those issues to build and protect our clients' wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss central banks'...
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Bear Market Conditions Take Hold
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting recent volatile markets, and how we navigate those issues to build and protect our clients' wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss...
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Bear Market Sentiment
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the Fed's plan for quantitative...
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Confronting Rising Interest Rates
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients' wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the ongoing factors...
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Navigating an Uncertain Macroeconomic Environment
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients' wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss Russia's invasion of...
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KJH Perspectives: A Portfolio Manager Discussion on the Technology Sector
Sarah Bull, Partner & Portfolio Manager, and Reza Samahin, Portfolio Manager of the KJH Technology & Growth Fund, discuss the opportunities for technology and growth stocks. They look back on how the market has viewed tech stocks since 2020, the heightened market volatility, the recent sell-off…
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KJH Perspectives: A View On Equities - Navigating Inflation and Rising Rates
Sarah Bull, Partner & Portfolio Manager, and Andrew Csumrik, Co-Portfolio Manager of the KJH Income Opportunities Fund and the KJH Opportunities Fund, discuss the current equity markets, offering insights on the current macro environment as well as our KJH investment philosophy and risk…
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KJH Perspectives: Senior Loans - A Low Volatility Asset Class with Attractive Yields
Sarah Bull, Partner & Portfolio Manager, and Jeff Sujitno of Wellington Square Capital Partners and Portfolio Manager of the KJH Senior Loan Fund, delve into the current fixed income environment and why senior loans are an important part of our asset allocation decisions for clients. Sarah and…
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KJH Perspectives: Credit - The 60/40 Portfolio is Broken
Sarah Bull, Partner & Portfolio Manager, and Daniel Child, Founding Partner of YTM Capital & Portfolio Manager of the KJH Credit Fund, discuss how the fixed income market dynamics have evolved and their expectations going forward, including how Fed policy is affecting the credit market, and how...
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What to Watch: A Look Back on 2021 and Our Investment Outlook for 2022
The KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients' wealth. Listen to Joel Clark, CEO, and Sarah Bull, Portfolio Manager, discuss the current market,...