Episodes

  • Episode 40 - Navigating Post-Election Market Opportunities & Risks (November 2024)

    Episode 40 - Navigating Post-Election Market Opportunities & Risks (November 2024)
    Nov 21 2024
    The KJH Insights podcast explores managing investment risk and returns, examining the biggest market challenges and how to navigate them to build and protect wealth. Join Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they delve into the post-U.S. election market rally, the resulting favourable economic conditions driving broader market opportunities, and what this means for diversified investors. Listen to insights on global growth, inflation risks, and narrow bond yields to better understand today’s shifting market dynamics.
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    12 mins
  • Episode 39 - A Broader Market Emerges Beyond the Magnificent 7 (October 2024)

    Episode 39 - A Broader Market Emerges Beyond the Magnificent 7 (October 2024)
    Oct 17 2024

    The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth.

    Join Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they explore the impact of slowing growth and inflation, the return of accommodative central banks, and the broader market opportunities emerging after the dominance of the Magnificent 7.
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    18 mins
  • Episode 38 - Breaking Down the Recent Market Volatility (August 2024)

    Episode 38 - Breaking Down the Recent Market Volatility (August 2024)
    Aug 14 2024

    The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Join Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they delve into the recent market volatility and discuss slowing growth, easing inflation, and rising Fed rate cut expectations.
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    14 mins
  • Episode 37 - What is Behind the High S&P 500 Returns? (July 2024)

    Episode 37 - What is Behind the High S&P 500 Returns? (July 2024)
    Jul 18 2024
    Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they delve into whether the market is truly as strong as it appears. The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth.
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    15 mins
  • Episode 36 - Inflation, Growth, and Geopolitical Challenges (June 2024)

    Episode 36 - Inflation, Growth, and Geopolitical Challenges (June 2024)
    Jun 13 2024

    The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Listen to Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they discuss Nvidia's market dominance, the cautious pace of rate cuts, and avoiding unnecessary risks in today’s volatile economic landscape.
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    12 mins
  • Episode 35 - The Fed Continues To Take Centre Stage (May 2024)

    Episode 35 - The Fed Continues To Take Centre Stage (May 2024)
    May 16 2024

    The KJH Insights podcast, on managing investment risk and returns, looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth. Gain insights from Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, as they discuss the risk of stagflation, the dynamics of the latest earnings season, and the impact of the US elections on markets and the broader economy.

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    11 mins
  • Episode 34 - Top Themes Driving Today’s Market (April 2024)

    Episode 34 - Top Themes Driving Today’s Market (April 2024)
    Apr 18 2024

    The KJH Insights podcast on managing investment risk and returns looks at the biggest issues affecting markets and how we navigate those issues to build and protect wealth.

    Join us this month as Joel Clark, CEO, and Sarah Bull, Partner & Portfolio Manager, discuss the potential resurgence of inflation, the recent short-term correction in equity markets, and asset allocation during this period.
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    15 mins
  • Episode 33 - Beyond the Mag 7: Exploring Recent Market Growth & Opportunities (March 2024)

    Episode 33 - Beyond the Mag 7: Exploring Recent Market Growth & Opportunities (March 2024)
    Mar 21 2024

    The KJH Insights podcast on managing investment risk and returns takes a look at the biggest issues affecting markets and how we navigate those issues to build and protect wealth.
    Join us this month as the KJH team explores the latest market dynamics, including the prevailing market optimism and growth.
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    14 mins