All Episodes
BMO ETFs: Views from the Desk — 375 episodes
E323 – A CIO's Framework for Tuning Out the Noise
E322 – BMO Market+ ETFs: Enhancing Core Equity Exposure
E321 – Guided ETF Portfolio Strategy Q3 2026
E320 – Where is the Next AI Investment Opportunity?
E319 – How Do You Build an Inflation-Resilient Portfolio?
E318 – CDRs Explained: A Canadian Approach to International Markets
The Open Outcry: On USD/CAD and the FX Market
E317 – SpaceX and Mega-IPOs: How Indices Are Adapting
E316 – Rethinking US Equity Exposure
The Open Outcry: Why ETFs Are Winning Institutional Attention
E315 – Unpacking Index Investing with MSCI Canada
E314 – What’s Driving the Asset Allocation ETF Boom?
The Open Outcry: All Things Canada and CAD Rates
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