BMO Smarter Investing

BMO Smarter Investing

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BMO Smarter Investing episodes

  • 58 - Can China Weather Global Shocks?

    As the global economy deals with the fallout from the U.S. trade war and Iran conflict, how well are China's economy, stock market, and housing market faring amidst it all? Join BMO Director and Senior Economist Art Woo and Sal Guatieri as they take a broad look at the outlook for China’s economy amid ongoing disinflation, a real estate slump, and U.S. tariffs, though support from a thriving AI-led technology sector.

    Visit https://www.bmo.com/onlineinvesting to learn more and discover how you can start investing today.

    15 min
  • 57 - Will The New Fed Boss Tip the Scales on Inflation and Rates?

    The new chair of the Federal Reserve, Kevin Warsh, is well known for his hawkish views on many policies. What will his stances do for the Canadian economy? Join BMO Senior Economist Sal Guatieri and BMO Deputy Chief Economist Michael Gregory as they break down Warsh's role, AI-related Investing, the balancing act of inflation, and so much more.

    Visit https://www.bmo.com/onlineinvesting to learn more and discover how you can start investing today.

    20 min
  • 56 - Outlook for Canadian and U.S. Commercial Real Estate Markets

    Facing uncertain trade policies, rising energy costs, and stagnant population growth, can North American commercial property markets survive and even thrive in the year ahead? Join BMO Director and Senior Economist Sal Guatieri as he breaks down the outlook for industrial, retail, multifamily, and office markets across Canada and the U.S.

    Visit https://www.bmo.com/onlineinvesting to learn more and discover how you can start investing today.

    10 min
  • 55 - The Fog of War(s)

    As the Iran conflict threatens global energy supplies and sends oil prices surging, are the American and Canadian economies at risk of recession? Join BMO U.S. Chief Economist Scott Anderson and Senior Economist Sal Guatieri as they discuss the potential impact of the conflict, as well as the lingering effects of the trade war, on the economy, inflation, and interest rates.

    Visit https://www.bmo.com/onlineinvesting to learn more and discover how you can start investing today.

     


    23 min
  • 54 - Can the Canadian Housing Market Shake off Its Slump?

    2025 saw a rift within Canada’s housing market, with prices sagging in some regions but rising steadily in others. Will 2026 be a repeat of last year, or can the depressed regions begin to heal? Join BMO Senior Economists Robert Kavcic and Sal Guatieri as they discuss the outlook for real estate markets.

    Visit https://www.bmo.com/onlineinvesting to learn more and discover how you can start investing today.

    21 min
  • 53 - Will the U.S. Housing Market Emerge from the Doldrums?

    2025 was another tough year for the US housing market, even as activity showed signs of stirring toward year-end. Join BMO Senior Economist Sal Guatieri as he discusses the outlook for 2026 in the wake of affordability, supply and population growth challenges, wide regional market variations, and much more.

    Visit https://www.bmo.com/onlineinvesting to learn more and discover how you can start investing today.

    9 min
  • 52 - Can the U.S. Economy Outperform Again in 2026?

    Amid a turbulent year of tariffs, AI-related spending, and a government shutdown, the resilience of the U.S. economy has surprised many. However, rising unemployment and stubborn inflation may be ominous signs for the new year. BMO's U.S. Chief Economist Scott Anderson joins Senior Economist Sal Guatieri to discuss the outlook for 2026.

    Visit https://www.bmo.com/onlineinvesting to learn more and discover how you can start investing today.

    23 min
  • 51 - Will Tariffs and Trade Talks Derail an Improving North American Economic Outlook?

    Amid rising trade tensions and the upcoming USMCA renegotiation, what’s next for the U.S. and Canadian economies? BMO Chief Economist Douglas Porter and Directors/Senior Economists Aaron Goertzen and Sal Guatieri explore potential scenarios for US-Canada trade relations, their economic impact, and implications for future monetary policy decisions.

    Visit https://www.bmo.com/onlineinvesting to learn more and discover how you can start investing today.

    21 min
  • 50 - Special Edition: Simplify Your Portfolio with Asset Allocation ETFs

    For this BMO Special Edition, join BMO Global Asset Management’s Erin Allen, Director of Online Distribution and Kevin Prins, Managing Director, Head of ETFs and Digital Distribution, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify investing for both novice and seasoned investors.
     
    To explore the lineup of BMO ETFs discussed in this episode, visit www.bmoetfs.com.
    Ready to get started? Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

    16 min
  • 49 - Can Canadian Households Hold Down the Fort?

    With the ongoing trade war and slow recovery in housing, Canada's economy will need to rely on households to stand strong and defend the economy against the risk of recession. Join BMO Senior Economist Sal Guatieri as he discusses whether households are up for the challenge.

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

    7 min

About BMO Smarter Investing

From the publisher's feed

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.