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
Episode 57: Markets Under the Surface: Interest Rates, AI and Narrowing Market Breadth (October 2026)
Sarah Bull and Andrew Csumrik discuss the continued influence of rising interest rates, how a narrow group of AI-related companies is driving index returns, weakening market breadth and opportunities in fixed income amid higher bond yields.
Episode 56 – A Busy Summer for Markets: What Changed and What Matters (September 2026)
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…
Episode 55 – The Mid-Year Market Outlook: Earnings, AI and Canada’s Opportunity (July 2026)
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.
Episode 54: Exploring Mega-IPOs and the Changing Face of the S&P 500 (June 2026)
Joel Clark and Andrew Csumrik examine how inflation, interest rates and geopolitical tensions in the Middle East are shaping investor sentiment. They also explore the impact of recent and potential mega-IPOs and what these unprecedented valuations could mean for capital markets and investors.
Episode 53: Inside the Market’s Rapid Recovery (May 2026)
With ongoing geopolitical uncertainty, many investors are asking: how can markets be hitting record highs right now? In this episode, we break down the shift away from oil-driven market movements, why volatility has settled, and how forward-looking markets process uncertainty.
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.