Beyond the Portfolio - Mid-Year Market Reset with Brent Joyce and Carol Schleif

Mike Miranda sits down with BMO's senior strategists Brent Joyce and Carol Schleif to dissect the first half of 2025's most surprising market developments and chart a course for the months ahead.

They look back at what caught even seasoned professionals off guard—from unexpected moves in equities and fixed income to currency shifts that challenged conventional wisdom. They also discuss the second half outlook, focusing on practical navigation strategies. Carol explores the delicate balance between market uncertainty and resilience, particularly when economic indicators tell conflicting stories. Brent cuts through the market noise to identify the key signals that matter most for long-term investors.

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Apple Podcasts https://podcasts.apple.com/us/podcast/beyond-the-portfolio/id1820022074
Spotify: https://open.spotify.com/show/08WwJ0jhn2Z6SL0YwwhO43

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Transcript - Episode 1

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