Beyond the Portfolio brings you expert insights from BMO Private Wealth's leading investment strategists. Hosted by Mike Miranda, Head of Investments for BMO Private Wealth, each episode cuts through market noise with focused conversations on investment strategies, market trends, and wealth management approaches. Whether you're an experienced investor or building your portfolio, our experts break down complex financial concepts into practical knowledge you can use. Follow along for episodes that help you navigate your investment journey with clarity and confidence.
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Markets Near All-Time Highs: Navigating Opportunity and Risk with Dan Phillips
Wednesday, July 23, 2025 • Duration 07:39
Mike Miranda sits down with Dan Phillips, Chief Investment Officer for U.S. Wealth, to examine investment opportunities as markets hover near record levels in mid-2025. They explore how markets have rebounded 8% year-to-date after a 15% decline earlier in the year, driven by expectations of more moderate tariff outcomes and anticipated trade deals ahead of the August 1st deadline. Dan discusses the "death of American exceptionalism" narrative that pushed the dollar down over 10% against other currencies, arguing this trend may reverse as global investors recognize the continued strength of U.S. markets and companies. The conversation covers how modest economic slowdown could benefit equities through potential Fed rate cuts while supporting secular growth companies, particularly in the tech and AI sectors. With corporate earnings expected to accelerate from 6% growth in 2024 to 8% in 2025 and 10% in 2026, Dan highlights expanding margins and productivity gains as key drivers. However, he identifies inflation as the primary risk that could derail the bull case, especially with higher tariffs on the horizon, while emphasizing that thoughtful optimism must remain grounded in earnings fundamentals and long-term discipline.
This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale.] BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions.BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.
The One Big Beautiful Bill: Wealth Planning Implications
Tuesday, July 15, 2025 • Duration 07:45
Mike Miranda sits down with Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to unpack the comprehensive tax changes introduced by the "One Big Beautiful Bill Act" signed into law on July 4, 2025. They explore how this legislation builds on the 2017 Tax Cuts and Jobs Act while reshaping the wealth planning landscape for high-net-worth clients. Pratik breaks down the expanded SALT deduction caps—rising from US$10,000 to $40,000 for qualifying households—and the doubled estate tax exemptions reaching US$15 million per individual in 2026. The conversation covers strategic opportunities for wealth transfer planning and the nuanced changes to charitable giving that require more sophisticated coordination between deductions. With the bill adding nearly US$4 trillion to the federal deficit, Pratik emphasizes the importance of proactive planning as wealth managers help clients navigate this new tax environment while positioning for potential future legislative changes.
This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale.] BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions.BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services. “BMO” is a registered trademark of Bank of Montreal, used under license.
North American Trade Deals Outlook
Friday, July 11, 2025 • Duration 35:04
On July 10, BMO hosted a bank-wide digital event entitled “North American Trade Deals Outlook.” Guest speaker Ernie Tedeschi, Director of Economics at Yale University’s Budget Lab and former Chief Economist at the White House Council of Economic Advisors, joined a panel of BMO experts to discuss the outlook on trade agreements between major global economies and how they could fundamentally affect international business and growth risks.
This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale.] BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions.BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services.“BMO” is a registered trademark of Bank of Montreal, used under license.
Tariffs & the Economic Landscape with Michael Gregory
Monday, June 30, 2025 • Duration 13:40
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.
This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale.] BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions.BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services.“BMO” is a registered trademark of Bank of Montreal, used under license.
Mid-Year Market Reset
Wednesday, June 18, 2025 • Duration 21:13
Mike Miranda, Head of Investments for BMO Private Wealth North America, sits down with BMO Private Wealth's senior investment 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, while Brent cuts through the market noise to identify the key signals that matter most for long-term investors.
This podcast is for informational purposes only and is not intended to provide specific financial, investment, tax, legal, or accounting advice and should not be relied upon in that regard. Individual circumstances and current events are critical factors in determining the best strategies to execute. All opinions expressed in this podcast are those of the participants only as of the date of the recording, they do not necessarily reflect the opinions of any organization or company and may change as economic and market conditions dictate. The participants and Bank of Montreal and its affiliates and/or their respective officers, directors or employees may maintain positions in any securities referenced in the presentation. The information presented does not constitute an offer to sell or a solicitation to buy any security or other product to anyone by anyone, including in any jurisdiction in which an offer or solicitation is not authorized or cannot be legally made or to any person to whom it is unlawful to make an offer of solicitation. Any products or services mentioned are made available only in accordance with local law (including applicable securities laws) and only where they may be lawfully offered for sale.]
BMO Private Wealth does not accept responsibility for the content of this presentation and makes no representation or warranty, express or implied, as to the accuracy, completeness or reliability of the content and disclaim responsibility for any errors or omissions or for any loss or damage suffered arising from any use of or reliance on the presentation. If investment advice or other assistance is needed, the services of a qualified professional should be obtained to consider your own circumstances before making any investment decisions.
BMO Private Wealth is a brand name for a business group consisting of Bank of Montreal and certain of its affiliates, in providing private wealth management products and services. Not all products and services are offered by all legal entities within BMO Private Wealth. In the United States, BMO Private Wealth is represented by “BMO Wealth Management”, a brand name that refers to BMO Bank N.A. and certain of its affiliates that provide certain investment, investment advisory, trust, banking, and securities products and services.
“BMO” is a registered trademark of Bank of Montreal, used under license.
Introducing: Beyond the Portfolio
Wednesday, June 11, 2025 • Duration 01:06
In today's investment world, what separates success from uncertainty?
Knowledge, strategy, and expert insight.
Mike Miranda, Head of Investments at BMO Private Wealth North America, hosts Beyond the Portfolio, a podcast series from BMO Private Wealth.
In each episode, Mike sits down with industry experts, BMO's top economists, strategists, and portfolio managers, to break down what's happening in the markets and what it means for your investments.
Whether you're interested in emerging trends, sophisticated investment strategies, or simply making sense of complex market movements, Beyond the Portfolio delivers powerful insights you can use right away. We'll cut through the noise and focus on what truly matters.
