All Episodes

E313 – Reading the Market Through ETF Flows

E312 – No Cuts, No Hikes. How Are ETFs Positioned?

The Open Outcry: Inside Canada’s 2026 Spring Economic Update

E311 – The Case for Covered Call ETFs

The Open Outcry: What to Make of Private Credit

E310 – Deep Dive on Asset Allocation ETFs

E309 – Guided ETF Portfolio Strategy Q2 2026

E308 – Cutting Through the Credit Noise

The Open Outcry: Catching Up with Brent Joyce

E307 – Q1 2026: What ETF Flows Are Telling Us

The Open Outcry: How Will Canadian Economy Handle the Oil Shock?

E306 – Unpacking the Defensive Investing Toolkit

E305 – Positioning for the AI Market Shift

The Open Outcry: Where Oil, Gas & Gold Prices Could Go from Here

E304 – Decoding Q1 Canadian Bank Earnings

⁠E303 –⁠ Going Global: International Equities in Focus

The Open Outcry: The State of the US Market: Fed Policy, AI, and the Dollar

E302 – Unpacking BMO's New ETF Index Strategies

E301 – ETF Strategies for a Longer Retirement

E300 – Commodities Through the ETF Lens

The Open Outcry: Precious Metals React to ‘War Time’ Geopolitical Shifts

The Open Outcry: Hike, Hold or Cut? Where the BoC and Fed Policy Paths are Headed

E299 – Understanding FX Hedging Dynamics

E298 – 2026 ETF Industry Flows & Market Trends

E297 – Guided ETF Portfolio Strategy Q1 2026

The Open Outcry: Credit Market Positioning for the Year Ahead

E296 – 2026 Outlook: Top ETFs & Trends to Watch

E295 – The Case for Asset Allocation ETFs

E294 – 2025 ETF Flows: A Milestone Year

The Open Outcry: Examining Alts in Current Portfolio Construction

The Open Outcry: Looking for Upside Surprises in Equities Next Year

E293 – Decoding Q4 Canadian Bank Earnings

E292 – Strengthening Your Core with ETFs

The Open Outcry: Two Sectors Poised for a Bullish 2026

E291 – 2025 ETF Trends in Canada

The Open Outcry: A Brief but Deep Dive on the AI Theme

E290 – What is Tax-Loss Selling?

E289 – What the 2025 Federal Budget Means for Investors

E288 – A Deep Dive on CLOs

E287 – The Case for Commodities

The Open Outcry: Why Equities Should Benefit from Tailwinds into 2026

E286 – Outlook for International Equities

The Open Outcry: A Chat with Stephen Poloz

E285 – Guided ETF Portfolio Strategy Q4 2025

The Open Outcry: Renewed U.S.-China Trade War Clouds Outlook

Simplify Your Portfolio with Asset Allocation ETFs

E284 – Understanding Long-Short Strategies

The Open Outcry Podcast: Gold’s ‘Glow Up’ Moment

E283 – A Deep Dive on Canadian Equities

The Open Outcry: Checking in on the Canadian Housing Market

E282 – Mitigating U.S. Dollar Risk with Hedged-to-CAD Strategies

E281 – What ETF Flows Are Telling Us

The Open Outcry: A Quick Overview of the Credit Market

E280 – Decoding Q3 Canadian Bank Earnings

The Open Outcry: September seasonality and other macro factors driving markets

E279 – The Past, Present, and Future of ETFs

E278 – Tech Trends and the Knowledge Revolution

The Open Outcry: How to deal with volatility in the U.S. rates market

E277 – Trump, Tariffs, and Trade Agreements

The Open Outcry: How fast is the U.S. macro backdrop weakening?

The Open Outcry: All About CLOs

E276 – Trump vs. Powell: Unpacking the Feud

The Open Outcry: The Bank of Canada’s Path Forward

E275 – Guided Portfolio Strategy Q3 2025

E274 – Gold that Glows with Cash that Flows

E273 – Going Beyond the Index with Brian Belski

The Open Outcry: What the Middle East Conflict Means for the Commodity Space

E272 – Decoding Q2 Canadian Bank Earnings

The Open Outcry: The 411 on Section 899

E271 – Mid-Year Insights: ETF Industry Flows

The Open Outcry: June House View - Neutral for Now but Keep the Engine Running

E270 – An Investor’s Guide to Infrastructure in 2025

The Open Outcry: One Big, Beautiful Podcast that Unpacks Trump’s ‘One, Big Beautiful’ Tax Bill

E269 – An Intro to CLOs

E268 – The Case for Tactical Investing

The Open Outcry: The Current State of the CAD and US Rates Markets

The Open Outcry: A Guide to Hedge Fund Investing

E267 – What Canada’s Election Results Mean for Investors

E266 – A Gameplan for the Trade War

The Open Outcry: New Liberal Government Confronts Rising Recession Risk

E265 – A Deep Dive on Covered Call ETFs

The Open Outcry: Why Cracks Are Widening in US Dollar Dominance

The Open Outcry: How Canada Should Handle Trump’s Tariff Shock

The Open Outcry: Understanding the Gold Market

E264 – Riding the Stock Market Roller-Coaster

E263 – Guided Portfolio Strategy Q2 2025

E262 – Targeting Your Investment Goals

NEW PODCAST - The Open Outcry: Burning Questions Ahead of Key U.S. Tariff Deadline

E261 – Fixed Income Insights and Inflation

E260 – Decoding Q1 Canadian Bank Earnings

E259 – Trends in ETF Flows

E258 – Trump’s Tariffs: Where Do They Stand?

E257 – A Deep Dive on Sector Investing

E256 – What are CDRs?

E255 – How Will Trump Tariffs Hit Tech?

E254 – Guided Portfolio Strategy Q1 2025

E253 – Trump, Tariffs & Trade

E252 – Should You Be Wary of the U.S. Market in 2025?

E251 – A Record-Breaking Year for Canadian ETFs

President-Elect Donald Trump’s Tariff Threat is Too Big to Dismiss

E250 – Decoding Q4 Canadian Bank Earnings

E249 – Fixed Income Positioning After Jumbo BoC Rate Cut

E248 – A Deep Dive on Long-Short Strategies

E247 – A Trump 2.0 Economy

E246 – Investing in New Era of Infrastructure Transformation

E245 – Using ETFs for Tax-Loss Selling Strategies

E244 – Investing Post-U.S. Election

E243 – Making Sense of Quality Investing

E242 – Guided Portfolio Strategy Q4 2024

E241 – What to Expect from Interest Rates

E240 – A Deep Dive on Currency Strategies

E239 – The Fed Cut. Now What?

E238 – Decoding Q3 Canadian Bank Earnings

E237 – BMO ETF Q3 Investment Strategy

E236 – What Are ETF Flows Telling Us?

E235 – Dissecting Recession Risks

E234 – Fed Cut Could Be Coming. Here’s What to Expect

E233 – The Case for Global Equities, Today

E232 – Cathie Wood on Innovation Investing

E231 – An Economic Outlook

E230 – A Deep Dive on AI and the Investment Cycle

E229 – Understanding Buffer ETFs

E228 – Decoding Q2 Canadian Bank Earnings

E227 – A Deep Dive on Factor ETFs

E226 – BMO GAM’s House View

E225 – Trump vs. Biden: How the U.S. Election Could Impact Markets

E224 – ETF Industry Flows

E223 – Fed to Shrink Balance Sheet at Slower Pace

E222 – 'Higher for Longer' is Back

E221 – 2024 Federal Budget Highlights

E220 – A Divergence in Economic Strength

E219 – Gold’s Record-High Rally

E218 – Fed Holds & Hints 3 Cuts to Come

E217 – A Deep Dive on Gold

E216 – Decoding Q1 Canadian Bank Earnings

E215 – It’s Still ‘Too Early’ for Cuts

E214 – How Long Will Nvidia’s Reign Last?

E213 – Inflation Falls Within BoC Target. What’s Next?

E212 – U.S. Inflation Up. When Are Rates Coming Down?

E211 – A Deep Dive on Buffer ETFs

E210 – Unpacking the Latest U.S. Economic Data

E209 – Rates, Netflix & Trump

E208 – ETF Industry Outlook

E207 – 2024 BMO ETF Desk Update on Positioning

E206 – A Year in Review

E205 – Decoding Q4 Canadian Bank Earnings

E204 – A Deep Dive on HISA ETFs

E203 – Bank of Canada Ends Year with a Hold

E202 – Bank Earnings: Hits & Misses

E201 – Earnings, Inflation & the “Magnificent Seven”

E200 – Is the End of Fed Rate Hikes in Sight?

E199 – Treasuries and Tax-Loss Selling

E198 – Places to Park Cash

E197 – Interest Rates on Hold. What’s Next?

BMO ETF Q4 Investment Strategy

E196 – Cash Rules. How to Play the Current Yield Environment

E195 – Stocks Plunge as Yields Surge

E194 – U.S. Government Shutdown, Explained

E193 – How to Play the Fed’s Higher for Longer Rate Path

E192 – Decoding Q3 Canadian Bank Earnings

E191 – Time to Consider Taking Profit, Rotating to Low-Vol Strategy

E190 – The Fed is ‘Navigating by the Stars Under Cloudy Skies’

E189 – Is Inflation Making a Comeback?

E188 – Putting the Income Back Into “Fixed Income”

E187 – Japan Tries to Pivot

E186 – What the Workplace Evolution Means for REITs

BMO ETF Q3 Investment Strategy

E185 – Is It Time to Buy International Equities?

E184 – Bank of Canada Won’t Rule Out Future Rate Hikes

E183 – Canada’s Inflation Slows, but Will It Prevent a Hike?

E182 – Listening to the Yield Curve

E181 – ‘Diversification Is the Only Free Lunch’ in Investing

E180 – Decoding Q2 Canadian Bank Earnings

E179 – Bank of Canada Hikes Again

E178 – Nvidia’s Rise & AI Euphoria

E177 – Q2 Bank Earnings a Mixed Bag

E176 – Are Rate Hikes Back on the Table?

E175 – Markets May Be Too Optimistic on Rate Cuts

E174 – Will the Fed ‘Hike in May and Go Away?’

E173 – Markets Brace for Debt Ceiling Standoff

E172 – What Clues Do Bank Earnings Hold?

BMO ETF Q2 Investment Strategy

E171 – The Last Push is Always the Hardest

E170 – Playing Defense as Regional Bank Risks Persist

E169 – Opportunity to Buy Canadian Banks on Sale

E168 – What the Silicon Valley Bank Collapse Means for Investors

E167 – Decoding Q1 Canadian Bank Earnings

E166 – Wave of Downgrades Hits High-Yield Bonds

E165 – Positioning for US Dollar Strength in Near Term

E164 – Canadian CPI Underscores Steady Rate Outlook for Canada

E163 – Inflation Risks Re-Acceleration in Coming Months

E162 – Credit Spreads Signal Buying Opportunity in Fixed Income

E161 – Investors Believe Fed Likely Close to Finished Hiking Rates

E160 – Time to Look at Duration as BoC Signals Steadier Rate Path

E159 – China’s Reopening Shifts Focus to Emerging Markets

E158 – U.S. Inflation Data Trending in the Right Direction

2023 BMO ETF Investment Outlook: Back to the Old Normal

E157 – Decoding Q4 Canadian Bank Earnings

Central Banks Update and Outlook for 2023

E156 - Look to Infrastructure as Hedge Against Recession Risk

E155 – Investors Rotating to Stocks with Rate Cycle Nearing Peak

E154 – Canadian Banks Put Pandemic Cash Cushions to Use

E153 – Markets on Edge Following FTX Scandal

E152 – Tax-Loss Selling for 2022 Year-End

E151 – From ‘Red Wave’ to Ripple

Quarterly Portfolio Strategy Q4 2022: The Fed in the Driver’s Seat

E150 –Timing the Market vs. Time in the Market

E149 – Is the Bank of Canada Slowing Pace of Rate Hikes?

E148 – Canada’s CPI is Hot Off the Press

E147 – IMF Warns ‘The Worst is Yet to Come’

E146 – Tax Loss Selling in 2022

E145 – When Inflation Rears Its Head, Cash is King

Q&A on Central Banks and Interest Rates

E144 – Core Inflation: A Mixed Picture

E143 – Markets Take a Tumble

E142 – Decoding Q3 Canadian Bank Earnings

E141 – Tough Talk from the Bank of Canada

E140 – Bulls vs. Bears: Breaking Down Two Scenarios

E139 – Are Economic Expectations Improving?

E138 – Unpacking the U.S. Inflation Reduction Act

E137 – Volatility Creates Opportunity

Quarterly Portfolio Strategy Q3 2022: Is the Quest to Tamp Down Inflation Succeeding?

E136 – Finding Direction in a Sideways Market

E135 – Will the 100Bps Hike Tame Inflation?

E134 – What Makes This Downturn Different?

E133 – Fighting Inflation with Dividends

E132 – The Bear Market Is Here. What's Next?

E131 – Decoding Q2 Canadian Bank Earnings

E130 – Are Markets Underestimating Inflation?

E129 – Protecting Against Volatility with Infrastructure

E128 – Weathering the Storm with Low-Vol and Covered Call

E127 – U.S. Inflation and the Fed’s Aggressive Strategy

E126 – Market Bottom or Looming Recession?

E125 – ETF Portfolio Managers’ Insights on Your Allocation Questions

E124 – Elon Musk Buys Twitter. Now What?

E123 – Have We Reached Peak Inflation?

Quarterly Portfolio Strategy Q2 2022: Ideas to Offset Inflation and Rising Rate Risk

E122 – Inverted Yield Curve Equals Recession? Maybe Not.

E121 – Russia-Ukraine and ESG Investing

E120 – Making Sense of Uncertainty and Low Trading Volumes

E119 – The Liberal-NDP Deal and Implications for Canadian Banks

Protecting Against Rising Rates with ZBI

E118 – What Could the S&P 500 ‘Death Cross’ Mean for Your Clients?

E117 – Megatrends in Infrastructure, Energy, and Technology

E116 – Decoding Q1 Canadian Bank Earnings

E115 – Hedging Against Inflation with Energy

E114 – Potential Market Impact of Geopolitical Conflict

E113 – The Ukraine Situation and Other Uncertainties

E112 – Evaluating a Steadying Market

Markets Outlook for 2022

E111 – Ideas to Preserve and Prosper Through Turbulence

E110 – Riding Volatility with Banks and Energy

E109 – Gearing Up for Hikes

E108 – Bracing for Inflation

E107 – Positioning Portfolios for 2022

E106 – Decoding Q4 Canadian Bank Earnings

E105 – Balancing Portfolios with Bonds and Banks

Top 5 Picks to Park Your Greenbacks

E104 – Omicron Uncertainty and a Black-Friday Boost for Discretionaries

E103 – Protecting Pandemic Gains from Rising Rates

E102 – Capitalizing on Biden’s Infrastructure Bill

E101 – Building Your Inflation Toolkit

E100 – Building Sustainable Portfolios: COP26 and ESG Solutions

Why a “Low Volatility” Strategy Works Over Time

E99 – Upheaval at Rogers Communications

E98 – Diving into US Earnings Results

E97 – Back to Defensive Factors?

E96 – Bracing for a Risk-Off Moment

E95 – Switching Sectors as Markets Get Fearful

E94 – Watching China’s Real Estate Crisis Unfold

E93 – Election Outcomes: How to Position Your Portfolio

E92 – Decoding Q3 Canadian Bank Earnings

How ZPAY Earns Yield from Market Volatility

E91 – Seeking Shelter from the Fed & Hurricane Ida

E90 – What’s Driving “Big Six” Bank Performance

E89 – Weighing the Canadian Election vs. Oil Prices

E88 – Switching Gears as the Reopening Trade Slows Down

E87 – Moonshot ETFs for Clean Energy & Autonomous Tech

E86 – Surfing Volatility with REITs, Industrials & Bonds

E85 – Balancing the Inflation vs Growth Tradeoff

E84 – Drilling into Oil Prices as Economies Re-Open

E83 – Belski: Riding the Bull Market with ZACE

E82 – Taking Risk Off the Table With Quality & Low Vol

E81 - Canadian Mortgage-Backed Securities (MBS) – Yield Premiums with Downside Protection

E80 – Choosing Wisely within the Equity Universe

E79 – Decoding Q2 Canadian Bank Earnings

E78 – Looking Beyond G7 Taxes with Tech & EM Bonds

E77 – Rebalancing Global Equities, Canadian Banks & Bonds

E76 – Homeward Bound with CAD-Hedged Bonds & Equities

E75 – Exploring Genomics Innovation with ZGEN & ZUH

E74 – Banking on Small Caps, Clean Energy & Preferred Shares

E73 – Seeking Upside with Value, Industrials & Bonds

E72 – Moving Cautiously on Inflation Risk

E71 – Finding Growth with Mid-Caps & Corporate Bonds

E70 – De-Risking Credit Exposure with ZBBB & ZMBS

E69 – Hedging Against Inflation with ZTIP, ZGD & ZEO

E68 – Getting Ahead of Inflation and Rising Rates

E67 – Staying the Course with Quality & Low-Vol

E66 – Taking Caution with Alternative & SPAC Investments

E65 – Tactical Opportunities with Small & Mid-Cap Stocks

E63 – What Rogers-Shaw Deal Means for Low-Vol ETFs

E62 – Why ZCLN Can Power Long-term Growth

E61 – Capturing Growth with ESG & High Yield Exposures

E60 – Reducing Duration Risk with Corporate Bonds

E59 – Maximizing Tech Opportunities & Bond Yields

E58 - Betting on Megatrends with Innovation ETFs

E57 - Rebalancing Canadian, ESG & EM Exposures

E56 - Guarding Against Inflation & VIX Concerns

E55 - Future-proofing with Clean Energy & TIPS

E54 - Navigating Unknowns with Low-Vol & BBB Bonds

E53 - Currency Implications for 2021 ETF Trades

E52 - Recovery Gains with US Banks, Small-Caps & Long Bonds

E51 - Exploring Upside in S&P 400 & 600 Indexes

E50 - 2021 Outlook - Top ETFs & Trends to Watch

E48 - Building Growth with Cautious Optimism

E47 - Shielding Portfolio Gains from VIX Turbulence

E46 - Switching Gears with Value, Small-Caps & Preferred Shares

E45 - Playing the Waiting Game on Vaccines

E44 - Top ETF Strategies in the Post-Election Chaos

E43 - Tax-Loss Harvesting for 2020 Year-End

E42 - U.S. Election Aftermath for Investors

E41 - Turning Uncertainty into an Income Stream

E40 - Using ZEB & ZBK to Wait Out Volatility

E39 - Strategizing for November Market Turmoil

E38 - Chasing Yield with Quality & Preferred Shares

E37 - Portfolio Rebalancing between US, Canada & EM

E36 - How to Election-Proof an Investment Portfolio

E35 - Why Emerging Markets Attract the “Smart Money” in ETF Flows

E34 - Finding Defensive Growth in a Fearful Market

E33 - Patient Strategies for “Peak Oil” & Mid-cap Equities

E32 - Protecting Yield in Times of Volatility

E31 - Rebalancing Bonds, Mega-Caps & CAD/USD

E30 - Riding the Highs with Banks, Gold & Quality

E29 - Why “Alternatives” Enhance Portfolio Risk and Reward

E28 - “Getting Paid to Wait” through a Crisis

E27 - A “Wild Ride” for Gold, Bonds & Quality

E26 - Hedging Against U.S. Political Uncertainty

E25 - Investing in Big Tech, Gold Equities & Bonds

E24 - Smart Bets for the Opportunistic Investor

E23 - Why “Quality” Outperforms in Bear and Bull Markets

E22 - A Closer Look at Q2 Earnings, Nasdaq & Emerging Markets

E21 - Flight to Quality, Beta and Government Bonds

E20 - Balancing Gold, Equities and Short & Mid Credit

E19 - Key Exposures for a Defensive Growth Portfolio

E18 - Becoming the “Smart Money” in ETF Flows

E17 - ZMBS for Defensive Income in the Portfolio

E16 - Are Defensive Growth Strategies Working?

E15 - Decoding Bank Earnings, Gold and China

E14 - Why ZPAY Earns More Through a Crisis

E13 - Adding a Growth Sleeve to Client Portfolios

E12 - Cautious Growth Strategies for the Fragile Market Recovery

E11 - ZWG for Enhanced Yield in Volatile Markets

E10 - Equity Trade Ideas as the Economy Re-opens

E9 - Defensive Growth Strategies for the Cautious Optimist

E8 - Satellite Trade Ideas for Portfolio Rebalancing

E7 - Defensive Trade Ideas to Manage Volatility Risks

E6 - Factor Investing in Volatile Equity Markets

E5 - Bond ETFs to Survive (and Thrive) in the Current Market

E4 - Equity Trade Ideas in the Current Marketplace

E3 - Opportunity vs. Risk in the Fixed Income Universe

E2 - Income Trade Ideas for the Current Marketplace

E1 - Decoding Price Movements in the Fixed Income Universe