Trade Ideas
Recent Podcasts
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 work, and how they’ve held up through some of the biggest market drawdowns of the past three years. Zayla Saunders, Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM), and Hilly Cutler, Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM, are joined by Sachal Mahajan, Director and Portfolio Manager, Disciplined Equities, and Yasser El Boudi, Associate Client Portfolio Manager, ETFs, both of BMO GAM. This episode was recorded live on Friday, October 23, 2026.
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 concentration risk, and which sectors stand out as the most undervalued opportunities in today’s market. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Nick Koutsoftas is Vice President, Sector ETF Specialist at State Street Investment Management. This episode was recorded live on Monday, October 19, 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 quarter. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Bipan Rai is Head of ETF & Structured Solutions Strategy at BMO GAM. This episode was recorded live on Friday, October 9, 2026.
With Canadian housing facing a prolonged slump, where can Canadians put their savings to work? Bipan welcomes back BMO Capital Markets economist Robert Kavcic to discuss why markets may be overestimating Bank of Canada rate hikes, why a housing recovery will take time, and investment opportunities beyond real estate. This podcast was recorded on October 6, 2026.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.