HeyJaredKJH Insights - Managing Risk & Returns
Welcome to KJH Insights -- a podcast about managing risk and returns. In each episode, we look at the biggest issues affecting the market and offer advice and strategies to help you build and protect your wealth.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 17, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Episode 56 – A Busy Summer for Markets: What Changed and What Matters (September 2026) (opens the original)
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In this episode of KJH Insights, hosts Sarah Bull and Andrew Csumrik take stock of a busy summer in the markets and examine what it means for investors heading into the fall. From the rapidly evolving AI cycle and rising bond yields to higher oil prices, inflation concerns and renewed Canada-U.S. trade tensions, investors have had plenty to digest. Listen in as Sarah and Andrew unpack the forces driving markets.
Episode 55 - The Mid-Year Market Outlook: Earnings, AI and Canada's Opportunity (July 2026) (opens the original)
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In this mid-year episode of KJH Insights, hosts Sarah Bull and Andrew Csumrik take stock of the first half of 2026, reflecting on the key market developments that have shaped the year so far and what they could mean for investors in the months ahead. Despite strong market returns, the year has been marked by significant challenges, including the AI-driven "SaaScopalyse" that disrupted software stocks, geopolitical tensions in the Middle East, inflation concerns, and shifting market leadership. S
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