{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"Bullish Brian Belski: U.S. Exceptionalism is Alive and Well","html":"","width":"100%","height":180,"duration":3110,"description":"Veteran strategist Brian Belski joins Amber Kanwar with his trademark optimism—and a dose of contrarian thinking. From his infamous 2007 “sell financials” call to his current view that U.S. stocks are still in a long-term bull market, Belski  breaks down why fundamentals still matter, why he’s not buying into the hype around low valuations in Europe, and why he believes U.S. exceptionalism is alive and well—despite what the skeptics say.\n\nThe Chief Investment Strategist at BMO Capital Markets makes the case for a real stock picker’s market, explains why index investing may be losing its edge, and warns that investors driven by emotion instead of analysis are likely to get burned.\n\nIn his Pro Picks, Belski highlights the areas he’s leaning into right now: artificial intelligence, but through cybersecurity names that stand to benefit from AI’s rise; U.S. financials with scale, stability, and strong relationships; and overlooked small-cap value stocks that offer resilience, liquidity, and long-term upside.\n\nTimestamps\n00:00 Show intro \n02:05 Amber welcomes ‘bullish’ Brian Belski\n 04:40 Why Brian believes the fundamental construct of the U.S. and Canadian markets has not changed \n 05:30 Brian tells the story about how he was the first strategist to put a ‘SELL’ on U.S. banks in 2007 \n 10:30 Why Brian is underweight the Magnificent 7 and more concentrated in a stock picker’s market \n 14:40 He’s ‘bullish’ Brian Belski but chooses where he’s going to be tactical \n 15:40 Why U.S. exceptionalism is alive and well \n 20:45 Why the U.S. market is entering a period of normalization, but U.S. stocks are still in the middle of a 25-year bull market \n 22:50 Why Europe is a value trap \n 24:55 Where does Canada fit in? \n 26:40 The bear argument \n 28:40 Brian believes at the end of the big bull market in 10 years a commodity supercycle will begin \n31:45 Brian’s view on interest rates \n 35:50 What is Brian telling his clients about tariffs? \n 38:55 Pro Picks \nSponsors\nReady to take...","thumbnail_url":"https://img.transistorcdn.com/er9NR63MREFV6i2rlZX8f-yMY6gNSK83fNUOzBPoSt8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zZmQy/OWMwNmEzY2Y0YTg1/NjM4MjQ3Y2NjMWYy/Zjk1My5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}