KJH Insights - Managing Risk & Returns

KJ Harrison Investors
  • 0.0 (0)
  • INVESTING
  • UPDATED MONTHLY
KJH Insights - Managing Risk & Returns

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.

  1. JUN 26

    Episode 47 - From Recession Risk to Rebound: What’s Driving Markets Now (June 2025)

    In 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.

    17 min

  2. MAY 15

    Episode 46 - Staying Steady in Unpredictable Markets (May 2025)

    In 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.

    16 min

  3. APR 16

    Episode 45 - Tariffs. Tumbling Bond Yields. Gold at Record Highs. What’s Really Going On? (April 2025)

    In 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.

    19 min
  4. KJH Insights: How Women are Reshaping the Family Dynamics of Wealth (March 2025)

    MAR 31

    KJH Insights: How Women are Reshaping the Family Dynamics of Wealth (March 2025)

    Sarah Bull is joined by Kate Pal, President and Estate Planning Advisor at Pal Insurance, and Ali Spinner, Partner of Tax and Estate Planning at Crowe Soberman LLP, to explore how women are earning, inheriting, and managing more wealth—and what that means for families. Together, they go beyond the numbers to discuss: • How family dynamics impact estate and wealth planning • How women are leading and guiding the next generation • How to take a more active role in your family’s financial future Tune in for an inspiring conversation on leadership, legacy, and the evolving role of women in wealth.

    15 min

  5. MAR 20

    Episode 44 - Decoding Trump’s Economic Moves: What’s Behind the Chaos? (March 2025)

    Markets have stumbled as volatility unsettles investor confidence, driven by Trump’s latest economic moves. In this episode of KJH Insights – Managing Risk & Returns, Sarah Bull, Partner & Portfolio Manager, and Joel Clark, CEO, analyze the potential motives behind Trump's strategy and his real endgame. They explore five key theories, the broader market impact, and why the volatility may create opportunities. Is this short-term turbulence or a sign of deeper shifts ahead?

    18 min

  6. FEB 27

    Episode 43 - KJH Insights: Cutting Through the Noise – Staying Focused in a Volatile Environment

    Markets are hitting record highs, but questions remain about what’s next. In this episode of KJH Insights, Sarah Bull, Partner & Portfolio Manager, and Joel Clark, CEO, cut through the noise. They discuss the resilience of corporate earnings, the implications of rising bond yields, and how shifting political and economic landscapes, including Trump’s return and ongoing tariff discussions, are impacting markets.

    14 min

  7. JAN 16

    Episode 42 - KJH Insights: Positioning for Opportunity in 2025

    In this episode, Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, break down the key forces shaping markets in 2025. From surging bond yields and renewed inflation to political shifts with Trump’s return and Trudeau’s resignation, they explore how these dynamics are driving market volatility. Amid record-high valuations and solid economic growth, they share how KJ Harrison’s investment strategy—focused on resilient, best-in-class businesses and strategic credit exposure—helps them navigate uncertainty and capitalize on emerging opportunities.

    17 min

  8. 12/19/2024

    Episode 41 - How Growth and Economic Confidence Are Shaping 2025 (December 2024)

    In this episode of KJH Insights, Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, delve into the critical factors shaping equity, bond, and broader capital markets as we approach 2025. While the overall outlook for markets remains positive, they tackle pressing concerns such as the potential for the economy overheating, the resurgence of inflation, and the impact of Trump's tariffs. This discussion offers insights on how the KJH investment team is managing investment risk and optimizing returns as we close out the year.

    16 min
See All (52)

About

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.

Information

  • Creator
    KJ Harrison Investors
  • Years Active
    2020 - 2025
  • Episodes
    52
  • Rating
    Clean
  • Copyright
    © Any redistribution or reproduction of part or all of the contents in any form is prohibited. However, we welcome you to download and play/share the podcast with others for personal use. You may not distribute or commercially exploit the content.
  • Show Website
    KJH Insights - Managing Risk & Returns

You Might Also Like

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada