In the latest episode of the RiskReversal Podcast, host Dan Nathan interviews Brian Belski, CEO and CIO of Humilis Investment Strategies.
Belski discusses his decision to leave BMO after 35 years to start his own firm focusing on equities and portfolio advisory services. The conversation covers Belski's investment insights, including his emphasis on dividend growth and value investing, and his bullish outlook on sectors such as financials, small-mid caps, and industrials. They also delve into the current state of the market, the potential impact of Fed policies, and the concentration of market performance driven by big tech and AI.
Belski shares his broader outlook for 2026, predicting a normalization of returns and highlighting the importance of diversification and earning growth.
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