BMO Smarter Investing-logo

BMO Smarter Investing

Business & Economics Podcasts

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 start investing with confidence, visit bmo.com/onlineinvesting.

Location:

Canada

Description:

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 start investing with confidence, visit bmo.com/onlineinvesting.

Language:

English


Episodes
Ask host to enable sharing for playback control

28 - How the US presidential election could impact the global economy

4/2/2024
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 2024, we could see some major shifts in policy and spending. So, what could this mean for the economy? Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Duration:00:19:10

Ask host to enable sharing for playback control

27 - Has the Economy Already Landed? Issues impacting the Canadian and U.S. economies and markets

3/6/2024
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 down. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Duration:00:20:24

Ask host to enable sharing for playback control

26 - Better Financial Conditions Flag Soft Landing

1/27/2024
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 start investing today.

Duration:00:06:15

Ask host to enable sharing for playback control

25 - Whither China's Economy?

11/30/2023
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 global growth. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Duration:00:18:42

Ask host to enable sharing for playback control

24 - Do Current High-interest Rates Represent the New Normal?

10/25/2023
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. So what does this mean moving forward? BMO Senior Economist Sal Guatieri breaks down similarities between what the global economy is facing right now, compared to what we dealt with in 2008. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Duration:00:09:17

Ask host to enable sharing for playback control

23 - How Housing Unaffordability Impacts Us All

9/22/2023
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 investors. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Duration:00:09:22

Ask host to enable sharing for playback control

22 - Are We Nearing the End of the Dark Inflation Tunnel?

8/11/2023
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 inflation, interest rates and the economy and whether we now stand a decent chance of avoiding a recession. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Duration:00:19:49

Ask host to enable sharing for playback control

21 - Is A Reckoning Coming For Office Buildings and Other Commercial Real Estate Markets?

6/15/2023
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 rates, tighter lending conditions, a weaker economy, and hybrid work patterns. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Duration:00:13:56

Ask host to enable sharing for playback control

20 - What Happens When the Housing Supply Doesn't Meet Demand

5/9/2023
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 Canadian housing market. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Duration:00:27:07

Ask host to enable sharing for playback control

19 - Special Edition:What Investors Should Focus on during Uncertain times?

4/13/2023
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 make smarter long-term plans with regard to their portfolios during these times. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Duration:00:28:26

Ask host to enable sharing for playback control

18 - Will the Bank Stress Crunch the Economy?

4/4/2023
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 interest rates. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

Duration:00:19:06

Ask host to enable sharing for playback control

17 - Can Excess Savings and Liquidity Save the Expansion?

3/6/2023
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 higher interest rates. Sal Guatieri is joined by Michael Gregory, Deputy Chief Economist at BMO, to discuss excess liquidity and savings and their impact on the economy, inflation and central banks. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today

Duration:00:16:43

Ask host to enable sharing for playback control

16 - Special Edition: The Importance of Disruptive Innovation in Your Portfolio

2/14/2023
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 with Cathie about disruptive innovation and how it could fit into a diversified portfolio. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today

Duration:00:20:19

Ask host to enable sharing for playback control

15 - Still Recession Bound?

1/27/2023
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 fairly mild by historical comparisons. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today

Duration:00:05:48

Ask host to enable sharing for playback control

14 - Special Edition: Looking into Responsible Investing

1/23/2023
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 Responsible Investing for BMO Group Asset Management, about the issues and opportunities with responsible investing, ESG investing, and how you can get started. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today

Duration:00:32:59

Ask host to enable sharing for playback control

13 - Inflation: Where Now?

12/2/2022
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, and financial markets. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today

Duration:00:17:48

Ask host to enable sharing for playback control

12 - The Risks Brought On By Rising Oil Prices

10/27/2022
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 Woo about the oil price outlook and its impact on inflation, interest rates, and the economy. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today

Duration:00:17:27

Ask host to enable sharing for playback control

11 - Special Edition: The Strength of Women Investors

10/7/2022
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 opportunity. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today

Duration:00:13:02

Ask host to enable sharing for playback control

10 - How the Auto Industry is Recovering Post Pandemic

9/17/2022
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 Gualtieri talks with Eric Johnson about the challenges being faced in the auto industry and what the outlook for it is over the next year. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today

Duration:00:28:58

Ask host to enable sharing for playback control

09 - Is the Worst Over for Inflation?

7/23/2022
Inflation is running rampant for the first time in decades and it only seems to be worsening. How long can this continue and what can be done to settle it down? Douglas Porter and Sal Guatieri discuss the issues and potential consequences for the economy. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today

Duration:00:19:35