Beyond the Portfolio - Tariffs & the Economic Landscape with Michael Gregory

Mike Miranda sits down with Michael Gregory, Deputy Chief Economist and Head of U.S. Economics for BMO Capital Markets, to navigate the complex economic landscape shaping the second half of 2025.

They examine the evolving tariff environment and its implications for growth and inflation across the U.S., Canada, and global markets. Michael provides insights into how central banks—particularly the Fed and Bank of Canada—are likely to respond to slowing growth trends while managing potential inflationary pressures from trade policy shifts.

The conversation also explores how ongoing geopolitical tensions are influencing economic forecasts, energy markets, and currency dynamics. Michael cuts through the macro complexity to identify the key factors that matter most for investors navigating an environment where trade policy, monetary policy, and global risks are all in flux.

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

Guest: 

Transcript - Episode 2

_________

Disclosure