Podcasts
KJH Insights is a podcast about managing risk and returns. Join us as we discuss the markets and share insights on some of the complexities associated with wealth.
Sarah Bull, FCSI®, CIM®
Senior Portfolio Manager
Joel Clark, CFA®
Senior Portfolio Manager
Andrew Csumrik, CFA®
Senior Portfolio Manager
Your hosts
This podcast series is hosted by the Portfolio Managers at KJH Investors. Our team specializes in constructing investment portfolios for high and ultra-high-net-worth individuals, delivering solid long-term, risk-adjusted rates of return and advising clients on the complexities associated with their wealth.
To catch up on previous KJH Insights podcasts, subscribe wherever you enjoy listening to your favourite podcasts.
Featured Podcasts
Podcast: Episode 52 – What Oil Is Telling Us About Markets (April 2026)
Sarah Bull and Andrew Csumrik examine what oil is signalling about today’s market environment and the broader forces driving ongoing volatility.
Episode 51 – 2025 Market Crosscurrents and the Outlook for 2026 (February 2026)
Despite a strong finish for equity markets in 2025, investors navigated a series of disruptive themes throughout the year, from DeepSeek-driven volatility early on to tariffs, geopolitical conflicts, and U.S. political risk. Sarah Bull and Andrew Csumrik review the forces that shaped markets in 2025 and considers the outlook for…
Women & Wealth – A Look Back at 2025 and the Road Ahead (December 2025)
Sarah Bull welcomes Theresa Shutt, Chief Investment Officer at Harbourfront Wealth Management to reflect on an eventful 2025 and explore what themes matter for investors in 2026.
Episode 50 — What’s Really Driving This Market (November 2025)
In this episode of KJH Insights, we take you inside the forces shaping today’s market. The discussion breaks down the latest pullback, explores why some parts of the economy are powering ahead while others are clearly losing momentum, and unpacks what Q3 earnings reveal once you look beneath the surface.
Episode 49: A Goldilocks Market? Growth, Inflation, and What Comes Next (October 2025)
Joel Clark and Sarah Bull discuss the reacceleration of economic growth heading into Q1 2026 and the continued moderation of inflation shaping a “Goldilocks” environment, supportive of risk assets.
Women & Wealth – Protecting Your Legacy from “Lasagna Ladies”
Sarah Bull speaks with estate lawyer Lori Duffy about the so-called “Lasagna Ladies,” using this lighthearted phrase to explore how thoughtful estate planning can safeguard your assets, preserve your values, and protect your legacy.