BMO Smarter Investing

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.

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.

12-16
22:19

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.

10-16
20:22

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.

09-22
15:48

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.

09-02
06:49

48 - Is the Trade War Nearing an End Game?

President Trump's trade war continues to create uncertainty for global markets and business leaders. Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss the potential economic implications for Canada and the U.S., along with likely support from expansionary monetary and fiscal policies.Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

07-24
19:51

47 - Will the Trade War Derail the Commercial Real Estate Market?

Industrial, multifamily, retail, and office sectors are all experiencing changes due to rising tariffs, increased interest rates, and economic uncertainties. Will the markets recover next year? Join Director and Senior Economist at Capital Markets Sal Guatieri, as he shares his comprehensive overview of the current state and future projections for both Canadian and US real estate markets. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

06-03
15:56

46 - Is the Economy On a Collision Course With Tariffs?

The first 100 days of the Trump administration saw significant turmoil in markets due to the escalating trade war, though some recent actions raise hopes that some tariffs will be rolled back after bilateral talks. Douglas Porter, Chief Economist at BMO Financial Group, and Sal Guatieri, Director and Senior Economist, discuss the potential outlook for the trade war and its impact on the Canadian and U.S. economies and interest rates.Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

05-06
23:30

45 - Special Edition: The Secrets to Protecting Your Portfolio with Options

Did you know there is a way to use put options as an insurance policy? Join Director at BMO InvestorLine David McGann and Director of ETF Distribution at BMO Global Asset Management Richard Ho as they discuss the world of Options trading and Risk management.Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

04-07
17:21

44 - Will Canada’s Auto Industry Crash Into a Tariff Wall?

President Trump's trade war has roiled financial markets as investors, like everyone else, detest uncertainty. The North American auto industry will also be caught in the tariff headlights with the Canadian side particularly vulnerable.  Join Senior Economists Erik Johnson and Sal Guatieri as they discuss the possible implications of potential tariffs on the industry.Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

03-31
23:08

43 - That Age Old Mortgage Question: Fix or Float?

In this episode of BMO Smarter Investing, BMO Capital Markets Senior Economist and Director Sal Guatieri discusses several Canadian mortgage options worth considering in these current uncertain economic times.Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

03-20
04:54

42 - Special Edition: Options Strategies for Potential Income Generation

Have you wondered how to utilize your trade options to generate income? On this special edition of BMO Smarter Investing, BMO InvestorLine Director David McGann and Director of ETF Distribution Richard Ho discuss advanced option trading strategies. Discover how to leverage covered calls to generate income, manage risks, and optimize your investments.Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

03-07
24:59

41 - Special Edition: Breaking Barriers - How CDRs Enable Smart Global Investing

CDRs; What are they and how can you utilize them? Join Erin Allen from BMO Global Asset Management along with Directors of the Structured Solutions Team at BMO Global Asset Management Acushla Vestby and Johan Ahlberg as they explore Canadian Depository Receipts (CDRs). Acushla and Johan tell us how CDRs can help Canadian investors access global markets with ease through currency hedging and fractional ownership.Visit  BMO.com/onlineinvesting for more information and to learn how you can start investing today.

02-18
14:31

40 - Special Edition: Everything You Need to Know About Speculative Strategies with Options

Have you ever wondered how options trading works and what advantages it offers compared to traditional stock trading? On this special edition of BMO Smarter Investing, David McGann, Director at BMO InvestorLine, and Richard Ho, Director of ETF Distribution, discuss options trading. Listen in as they break down the basics of call and put options, highlight their advantages such as lower capital requirements and limited risk, and discuss the importance of timing and volatility in options trading.Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

02-07
18:26

39 - Will Trump's Tariffs Cause Economic Trauma?

President Trump's threat to impose tariffs on Canada, Mexico, and other countries could have major repercussions for investors. In this episode, BMO's Chief Economist Douglas Porter joins BMO Senior Economist Sal Guatieri to discuss the potential impacts on the economy, inflation, and interest rates for both Canada and the US.Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

01-31
22:32

38 - Will Immigration Cuts Derail Canada’s Economic and Housing Market Recoveries?

With the federal government taking a surprisingly aggressive approach to curbing immigration, what are the implications for economic growth, the housing market, and the Bank of Canada's interest rate policy? Listen in as BMO Capital Markets Director and Senior Economist Robert Kavcic joins Sal Guatieri in a wide-ranging discussion of the issue.Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

12-12
20:26

37 - Trumponomics II: Will a Red Wave Wash Over the Economy and Markets?

With the historic U.S. election of 2024 in the books, investors have many questions about the impact on the economy, inflation, interest rates and markets. Senior Economist Sal Guatieri is joined by US Chief Economist Scott Anderson to discuss the implications and provide some clarity on the many moving parts as we approach a second Trump presidency.Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

11-14
28:23

36 - Special Edition: Is AI poised to level up economic growth?

In this special edition of BMO Smarter Investing, join Vice President and Senior Economist at BMO Capital Markets Erik Johnson as he welcomes Brett Winton, Chief Futurist at ARK Invest. Tune in for Brett's insights on the far-reaching impacts of AI, disruptive technology, how they can affect future investing, and so much more. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

10-17
52:58

35 - Canadian Housing Market Outlook

There are many forces at play in the Canadian housing market. Affordability, supply, and immigration are three critical ones. How will they unfold to determine where the market is headed? Join BMO Senior Economist Sal Guatieri as he gives some guidance on the outlook for housing in Canada. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

09-25
13:05

34 - Special Edition: Can Young Canadians Get a Foot on the Housing Ladder?

With the housing market in a difficult state, younger Canadians don't feel confident in their ability to enter it. How long can this be expected to last, and will Millennials and Gen Z be able to secure themselves a future in the housing market? Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Robert Kavcic, Director and Senior Economist at BMO Capital Markets as they discuss the future of the housing market and what young Canadians need to do to find their way in. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

09-11
33:21

33 - Special Edition: A Budget For Younger Canadians? Sorting Out Myth From Fact

In recent years, younger Canadians have found it increasingly difficult to save money for the future. The Canadian Government has recently stepped up and announced a budget that will be fair across multiple generations. Is this promising and achievable? Or are they biting off more than they can chew? Join Vice President and Senior Economist at BMO Capital Markets Erik Johnson and Economist at BMO Capital Markets Shelly Kaushik as they discuss how the newly announced budget could help Millennials and Gen Z find sustainability. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.

09-10
26:47

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