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.
15episodes
Episodes
Newest firstAll episodes
KJH Insights: Estate Planning Essentials for Women & Families (July 2025)
Jul 9, 202500:28:48Tap 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.
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Episode 47 - From Recession Risk to Rebound: What's Driving Markets Now (June 2025)
Jun 26, 202500:17:10Tap 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.
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Episode 46 - Staying Steady in Unpredictable Markets (May 2025)
May 15, 202500:16:18Tap to summarizeIn this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Managing Partner & Portfolio Manager, discuss the uncertain economic landscape, driven by U.S. policy changes, trade negotiations, and shifting bond yields. They also explore Canada's evolving role in the global economy, particularly in commodities, and the implications for investors. Join them as they cut through the noise to highlight the key issues impacting markets.
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Episode 45 - Tariffs. Tumbling Bond Yields. Gold at Record Highs. What's Really Going On? (April 2025)
Apr 16, 202500:18:39Tap to summarizeIn this month's KJH Insights, Joel Clark, CEO, and Sarah Bull, Portfolio Manager, explore the ripple effects of "Demolition Day" — when sweeping U.S. tariffs shook global markets — and why they believe the real story is about debt, recession risk, and policy missteps. They unpack: Why gold is surging What yield reversals are telling us How we're positioning portfolios with more credit, less equity, and a focus on quality Tune in to hear how our investment team is navigating the noise with discipline and long-term clarity.
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Keeping a Close Eye on the Market Cycle
May 13, 2021Tap to summarizeThe KJH Insights monthly podcast, on managing investment risk and returns, identifies the biggest issues affecting the markets, and how we navigate those issues to build and protect our clients' wealth. This month, we look at the top themes guiding KJH's investment decisions: the economic recovery, inflation risk and stretched equity valuations.
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