Trade Ideas
Recent Podcasts
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.
Investing has never been more accessible, yet money anxiety keeps growing. Hosts Zayla Saunders and Hilly Cutler talk with Rob Carrick about how Canadians’ attitudes toward money have changed, the rise of ETFs, rising bond yields and mortgage rates, and what keeps his readers up at night.
High inflation continues to weigh on Canadian portfolios. In this encore episode, Brock Smusiak joins hosts Zayla Saunders and Hilly Cutler to discuss how ETFs across commodities, gold and inflation-linked bonds can help investors build resilience beyond traditional diversification. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Brock Smusiak, Director, ETF Consultant at BMO GAM. This episode was recorded live on June 22, 2026.
How much tightening would it take to keep Canadian inflation expectations in check? Royce Mendes of Desjardins Securities joins Bipan to explain his case for a limited round of “insurance hikes,” how U.S. trade relations could alter that outlook and where he sees value in Canadian bonds. This podcast was recorded on Sept. 22, 2026.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.