Podcast
KJH Insights - Managing Risk & Returns
Hosted by KJH Investors · EN
Welcome to KJH Insights -- a podcast about managing risk and returns. In each episode, we look at the biggest issues affecting the market and offer advice and strategies to help you build and protect your wealth.
13episodes
Episodes
Newest firstAll episodes
Episode 53 - Inside the Market's Rapid Recovery (May 2026)
2w ago00:23:09Tap to summarizeWith ongoing geopolitical uncertainty, many investors are asking: how can markets be hitting record highs right now? In this episode, we break down the shift away from oil-driven market movements, why volatility has settled, and how forward-looking markets process uncertainty. We also dive into what's fuelling the rally, from a surprisingly strong U.S. economy to standout earnings and the resurgence of mega-cap stocks.
Transcribe →
Episode 52 - KJH Insights: What Oil Is Telling Us About Markets (April 2026)
Apr 800:23:58Tap to summarizeThere's no shortage of factors driving markets right now. In this episode, Sarah Bull and Andrew Csumrik begin with oil, examining what it is truly signalling about today's market environment, before unpacking the broader mix of forces at play, including ongoing volatility. The conversation reflects the reality investors are facing: a convergence of factors, where staying disciplined matters more than ever.
Transcribe →
Episode 51 - 2025 Market Crosscurrents and the Outlook for 2026 (February 2026)
Feb 500:22:57Tap to summarizeDespite a strong finish for equity markets in 2025, investors navigated a series of disruptive themes throughout the year, from DeepSeek-driven volatility early on to tariffs, geopolitical conflicts, and U.S. political risk. This episode reviews the forces that shaped markets in 2025 and considers the outlook for 2026, including consumer strength, market breadth, protectionism, elevated valuations, and risks associated with rising long-term interest rates.
Transcribe →
Women & Wealth – A Look Back at 2025 and the Road Ahead (December 2025)
Dec 500:22:51Tap to summarizeIn this final Women & Wealth episode of the year, Sarah Bull welcomes Theresa Shutt, Chief Investment Officer at Harbourfront Wealth Management to reflect on an eventful 2025 and explore what themes matter for investors for 2026. They discuss AI's growing market influence, the widening wealth divide in the U.S., and the policy forces to watch in the year ahead – along with the value of diversification and a steady long-term approach.
Transcribe →
Episode 50 — What's Really Driving This Market (November 2025)
Nov 2000:19:58Tap to summarizeIn this episode of KJH Insights, we take you inside the forces shaping today's market. The discussion breaks down the latest pullback, explores why some parts of the economy are powering ahead while others are clearly losing momentum, and unpacks what Q3 earnings reveal once you look beneath the surface. Sarah Bull, Managing Partner & Portfolio Manager, and Portfolio Manager Andrew Csumrik look at the split between strong and struggling businesses, what's fueling that divergence, and why thoughtful portfolio construction and company-level research matter more than ever in this environment.
Transcribe →
Episode 49 - A Goldilocks Market? Growth, Inflation, and What Comes Next (October 2025)
Oct 3000:11:40Tap to summarizeIn this episode of KJH Insights, CEO Joel Clark and Managing Partner & Portfolio Manager Sarah Bull discuss the reacceleration of economic growth heading into Q1 2026 and the continued moderation of inflation shaping a "Goldilocks" environment, supportive of risk assets. However, they caution that equity multiples remain stretched and credit spreads tight, creating the potential for volatility to re-enter markets in 2026.
Transcribe →
Women & Wealth – Protecting Your Legacy from "Lasagna Ladies"
Sep 2200:24:48Tap to summarizeIn this episode, we use a light-hearted phrase to take a very real look at estate planning through the lens of the "Lasagna Ladies" — a shorthand for what can happen if you pass away before your husband and a new casserole-baring suitor comes in and suddenly has access to the family estate. Sarah Bull sits down with Lori Duffy, Estate Lawyer at McCarthy Tétrault LLP, to unpack the strategies that can help you safeguard your estate, preserve your values, and ensure your legacy is protected — no matter what life brings.
Transcribe →
Episode 48 - Inside a Complex Investment Climate (September 2025)
Sep 1700:21:29Tap to summarizeIn this episode of KJH Insights, Sarah Bull, Managing Partner & Portfolio Manager, and Andrew Csumrik, Portfolio Manager, explore the many crosscurrents shaping today's investment landscape, from inflation and interest rates to shifting global demand and the continued dominance of mega caps fuelled by AI.
Transcribe →
KJH Insights: Estate Planning Essentials for Women & Families (July 2025)
Jul 900:28:48Tap to summarizeEstate planning is often complex and uncomfortable, but it's a conversation worth having. In this episode of KJH Insights: Women & Wealth, Sarah Bull of KJ Harrison and Corina Weigl, a trusted estate planning advisor, share thoughtful, practical guidance to help women navigate the many layers of planning for their family's financial future. From second marriages and shared assets to care responsibilities, family businesses, and legacy planning, they explore the real-life situations many women face, and why starting early, with the right support, can make all the difference.
Transcribe →
Episode 47 - From Recession Risk to Rebound: What's Driving Markets Now (June 2025)
Jun 2600:17:10Tap to summarizeIn this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, reflect on the market's rebound since Q1, amid tariff threats and geopolitical uncertainty. They discuss the fading risk of recession, rising concerns about stagflation, and how KJH is positioning portfolios with a focus on quality and diversification in a volatile environment.
Transcribe →