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Brian Belski

Chief Investment Strategist at BMO Capital Markets. Shares his bullish outlook on the S&P and discusses market normalization.

Top 10 podcasts with Brian Belski

Ranked by the Snipd community
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50 snips
Feb 21, 2025 • 1h 6min

Live in Naples with Brian Belski

Brian Belski, Chief Investment Strategist at BMO, shares his insights from Naples. He discusses the art of portfolio construction, balancing high-value and stable investments. Belski contrasts high dividend stocks with those focused on growth, highlighting their importance during economic shifts. He makes a compelling case for Canadian stocks, citing their resilience and management quality. Additionally, he offers cautious optimism about S&P earnings forecasts while exploring risk management strategies, especially post-election, and reflects on personal milestones with gratitude.
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25 snips
May 20, 2025 • 44min

The Road to Record Highs 5/20/25

Josh Brown, CEO of Ritholtz Wealth Management, alongside Jim Lebenthal, Stephanie Link, and Brian Belsky, dives into the current market dynamics. They discuss the recent stalling in stock growth and the impact of bond performance. The conversation highlights resilience, driven by retail investor trends and corporate buybacks. They also explore the implications of new tax bills on tech stocks like Tesla and Amazon while emphasizing the crucial role of AI in investments. Strategies from Home Depot and Lowe's are compared, revealing insights into the housing market.
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24 snips
Dec 8, 2023 • 1h 19min

Fear Has Rizz with Brian Belski

Financial expert Brian Belski joins hosts Michael Batnick and Downtown Josh Brown to discuss the golden age of stockpicking, the outlook for financials, the relationship between interest rates and the stock market, and the new concept McDonald's is introducing to compete with Starbucks and Dunkin'. The conversation also covers contrarian thinking, embracing uncertainty in investing, market movements and tech rotations, and the impact of streaming platforms on exposing kids to older music.
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16 snips
Jan 21, 2025 • 47min

Stocks and the Trump Trade 1/21/25

Josh Brown, a market trends analyst, teams up with Joe Terranova, a regional banks expert, Stephanie Link, a financials strategist, and Brian Belsky, a technology investor, for an engaging discussion. They delve into the implications of Trump's new trade agenda and its potential impact on stocks. The group explores market insights amidst rising inflation concerns and highlights the contrasting performances of tech giants NVIDIA and Apple. They also analyze recent developments in cryptocurrency and the launch of an innovative Bitcoin ETF.
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16 snips
Nov 8, 2024 • 1h 7min

Let The Good Times Roll with Brian Belski

Brian Belski, Chief Investment Strategist at BMO Capital Markets, offers a wealth of insights on the current state of financial institutions and market dynamics. He discusses the potential for mergers among regional banks and his cautious optimism for the stock market. Inflation, interest rates, and the unique gold market dynamics are also explored, alongside tech sector performances focusing on companies like JPMorgan, Tesla, and AI leaders like NVIDIA. Belski emphasizes the importance of individual stocks and sector focus in this evolving landscape.
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14 snips
Mar 8, 2024 • 1h 23min

Bullish Brian Belski + Melissa Lee’s “Big Shot"

Topics covered in this podcast include stock market sentiment, volatility analysis, price target processes, goldilocks economy, concerns about the markets, inflation and unemployment, tech sector analysis, and background of the guests. They also discuss the documentary 'Big Shot', bear thesis arguments, show preparation, and managing day-to-day activities.
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11 snips
May 21, 2025 • 43min

A Slowdown in Stocks and Bond Market Warning

Stuart Kaiser, Head of US Equity Trading Strategy at Citi, discusses the impact of China-US tariffs on stocks and the cautious attitude among investors due to economic uncertainties. Meanwhile, Brian Belski, Chief Investment Strategist at BMO Capital Markets, remains bullish on the S&P, emphasizing the potential for stock gains despite recent market fluctuations. They both analyze the intricate dynamics between trade negotiations and market performance, shedding light on the relationship between stocks and bonds amid ongoing geopolitical tensions.
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7 snips
Apr 22, 2025 • 39min

Dollar Dominance Outlook and Trump-Powell Tensions

Jeff DeGraff, Chairman at Renaissance Macro Research, and Brian Belski, Chief Investment Strategist at BMO Capital Markets, discuss the tension between President Trump and Fed Chair Jerome Powell over interest rates. They analyze the implications of U.S.-Asia trade tensions on market dynamics and delve into the dollar’s role as the world's reserve currency. Market sentiment is explored, particularly with gold's rising value and the impact of tariffs on investor psychology. The conversation highlights strategies for navigating this uncertain financial landscape.
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7 snips
May 10, 2024 • 1h 25min

Hall of Fame Bull Market

Financial strategist Brian Belski from BMO joins Michael Batnick and Downtown Josh Brown to discuss S&P price targets, financial indicators, the housing market, BREIT, unemployment, and the possibility of a hall of fame bull market on this entertaining episode.
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Aug 8, 2024 • 30min

Reframing Market Volatility and the Yen Carry Trade

Rebecca Patterson, former Chief Investment Strategist at Bridgewater Associates, delves into the complexities of the yen and global currencies. Priya Misra from JPMorgan explores the crucial economic triggers affecting growth in the U.S. market. Brian Belski discusses recent market fluctuations, framing them as normal occurrences. Together, they analyze the foreign exchange landscape and the implications of market volatility, emphasizing the need for diversification and strategic investment amidst evolving economic landscapes.

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