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Nov 2023
25m 21s

E200 – Is the End of Fed Rate Hikes in S...

BMO Exchange Traded Funds
About this episode
Has the latest U.S. CPI print cemented the end to Fed rate hikes? In our 200th episode, portfolio managers Matt Montemurro, Chris McHaney, and your host, McKenzie Box, analyze this small, but important, improvement on the inflation front. They also discuss what’s trending in BMO ETFs, the outlook for the U.S. dollar and commercial real estate. McKenzie Box i ... Show More
Up next
Oct 27
E337 – The Case for Long-Short Investing
Most equity strategies focus on finding winners—but what if you could also benefit when certain stocks decline? In this episode, hosts Zayla Saunders and Hilly Cutler are joined by Sachal Mahajan and Yasser El Boudi, who pull back the curtain on long-short strategies: how they wo ... Show More
31m 38s
Oct 20
E336 – Sector Spotlight: Finding Opportunity in Today’s Concentrated Market
When one sector dominates the market, diversification isn’t as simple as owning the index—so how do you build a more balanced portfolio? In this episode, special guest Nick Koutsoftas joins host Zayla Saunders to break down how sector ETFs work, how they can be used to reduce con ... Show More
21m 2s
Oct 13
E335 – ETF Portfolio Strategy: What to Watch in Q4 2026
From sticky inflation and rising bond yields to growing questions around AI, the macro backdrop is getting more complex. In this episode, special guest Bipan Rai joins host Zayla Saunders to unpack his Q4 portfolio strategy and what it means to stay invested—and protected—this qu ... Show More
25m 24s
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