George Ripoll Podcast presented by BMO Private Wealth

Join us for this latest episode where we review current economic data, the recent changes in interest rates, and what to expect going forward in the markets from Chris Heakes, Portfolio Manager, with BMO Global Asset Management. 

This episode we explore current macroeconomic environment, and what lies ahead for equity markets in the second-half of 2022. This podcast is presented in part with Picton Mahoney Asset Management. 

We explore the markets reaction to the current hostilities between Ukraine and Russia, as well as review BMO Global Asset Management's 2022 outlook with Investment Strategist Fred Demers. 

Join our show as we discuss our recent outlook on inflation and how this could influence central bank's policies, globally. Andrew and I sit down for an in depth look as to his teams favourite picks for 2022 and what he would be shying away from. 

We discuss our view of the market and current valuations. We also take an in depth look at corporate discretionary spending with our guest Scott Elliott, Corporate Sponsorship Coordinator with the City of Peterborough. 

This episode we explore the affects of a steepening yield curve, and what it means for your investments. We take a closer look at the changes we have made with our own investment portfolio, and we take a deep dive with an insiders perspective on the airline industry. For more info, visit www.georgeripoll.ca.

We discuss the implications of rising rates and rising inflationary expectations have on both the stock market and real estate market. For more info, visit www.georgeripoll.ca

We discuss our take on the accelerated selloff in the bond markets and the effects it could have on our investment portfolio going forward. We also sit down with Matt D'Agostini to give us a sense of how businesses are positioning their discretionary expenses for 2021. For more info visit www.georgeripoll.com

We discuss short squeeze's and run down our most recent portfolio changes. We have a thought provoking conversation with Police Officer and Small Business Owner, Mark Hubble. 

Markets end the year higher, thematic investment ideas for 2021, Patrick McAuley talks about the sizzling housing market, and more...