Veteran strategist Brian Belski joins Amber Kanwar with his
trademark optimism—and a dose of contrarian thinking. From his
infamous 2007 “sell financials” call to his current view that
U.S. stocks are still in a long-term bull market, Belski
breaks down why fundamentals still matter, why he’s not buying
into the hype around low valuations in Europe, and why he
believes U.S. exceptionalism is alive and well—despite what the
skeptics say.
The Chief Investment Strategist at BMO Capital Markets makes the
case for a real stock picker’s market, explains why index
investing may be losing its edge, and warns that investors driven
by emotion instead of analysis are likely to get burned.
In his Pro Picks, Belski highlights the areas he’s leaning into
right now: artificial intelligence, but through cybersecurity
names that stand to benefit from AI’s rise; U.S. financials with
scale, stability, and strong relationships; and overlooked
small-cap value stocks that offer resilience, liquidity, and
long-term upside.
Timestamps
00:00 Show intro
02:05 Amber welcomes ‘bullish’ Brian Belski
04:40 Why Brian believes the fundamental construct of the
U.S. and Canadian markets has not changed
05:30 Brian tells the story about how he was the first
strategist to put a ‘SELL’ on U.S. banks in 2007
10:30 Why Brian is underweight the Magnificent 7 and more
concentrated in a stock picker’s market
14:40 He’s ‘bullish’ Brian Belski but chooses where he’s
going to be tactical
15:40 Why U.S. exceptionalism is alive and well
20:45 Why the U.S. market is entering a period of
normalization, but U.S. stocks are still in the middle of a
25-year bull market
22:50 Why Europe is a value trap
24:55 Where does Canada fit in?
26:40 The bear argument
28:40 Brian believes at the end of the big bull market in
10 years a commodity supercycle will begin
31:45 Brian’s view on interest rates
35:50 What is Brian telling his clients about
tariffs?
38:55 Pro Picks
Sponsors
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Pro Picks is brought to you by ATB Financial. Visit
ATB.com/inthemoney for more information
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DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
FOR BMO DISCLAIMERS PLEASE CLICK HERE:
https://www.bmo.com/en-ca/main/personal/investments/direct-investing/investorline/itm-pod-cm-disclaimer/
In the Money delivers expert stock picks, market analysis, and
timely investing insights. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers and financial experts. Covering everything from ETFs and
Canadian stocks to global investing trends, dividend strategies,
and risk management, this show is made for DIY investors, stock
market enthusiasts, and anyone looking to sharpen their financial
strategy.
Contact: questions@inthemoneypod.com
#IntheMoney #Investing #StockMarket #CanadianInvesting
#FinancialNews
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