This podcast features Josh Brown interviewing Brian Belski, chief investment strategist at BMO, about current market conditions and investment strategies. The discussion covers Belski's long-term bullish outlook, his skepticism towards market sentiment surveys, and his preference for a domestically focused, fundamentally driven investment approach. Belski emphasizes the importance of understanding company fundamentals and management trustworthiness over short-term market trends, illustrating this with examples like his early investment in Spotify and his decision to sell Meta. He also shares his views on the importance of dividend growth stocks and the potential for Canadian stocks as a portfolio diversifier. Listeners gain insights into a seasoned investor's perspective on navigating market volatility and building a robust portfolio.
