In this episode, your host, Erika Toth, sits down with special guest Brian Belski, to get his sought-after market outlook for the months ahead and introduce five brand new Belski ETFs, which leverage his unique insights and views. Erika Toth is a Director of Institutional & Advisory, Eastern Canada, at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Brian Belski, Chief Investment Strategist and leader of the Investment Strategy Group, BMO Capital Markets. The episode was recorded live on Monday, June 9, 2025.

A new floor price for world oil prices as well as rising forecasts for gold are two among many implications traders are weighing as tensions simmer between Iran, Israel as well as the United States. Bipan is joined by TD Securities strategist Daniel Ghali to discuss what impact the conflict has had on commodity and energy price expectations. This podcast was recorded live on June 24, 2025.

A part of the new U.S. tax bill (Section 899) holds potentially sweeping implications for Canadian investments in the United States. Leila Ross from BMO Global Asset Management joins Bipan to break down what the current proposals are, their possible impact on Canadians, and what could change before the legislation is passed. This podcast was recorded live on June 17, 2025.

In this episode, special guest Sohrab Movahedi, ETF Strategist Bipan Rai, and your host, Skye Collyer, take a deep dive into Canada’s Big Six banks, from recent earnings results to key themes to watch throughout the second half of 2025. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, at BMO Global Asset Management, and Sohrab Movahedi, Managing Director of Financials Research at BMO Capital Markets. This episode was recorded on Monday, June 16, 2025.