Dan Nathan hosts Brian Belski, Chief Investment Strategist at BMO Capital Markets, on the Risk Reversal Podcast. The conversation covers a range of topics including Belski's team-focused approach, his updated S&P 500 price target of 6,700, and the factors driving market performance. They discuss key drivers such as the tax bill, trade deals, and the geopolitical climate. Belski highlights his investment strategies, including sector preferences in technology, communication services, consumer discretionary, and financials. He emphasizes the importance of long-term investment and analysis, challenges faced, and the potential for a future bear market. The discussion also touches on value investing, small and mid-cap opportunities, and the impact of macroeconomic policies on markets.
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