{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"In the Money with Amber Kanwar","title":"The Price of Admission: $50 Billion Manager Brent Joyce on Surviving Market Volatility","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/e5b873c5\"></iframe>","width":"100%","height":180,"duration":2425,"description":"In this episode of In the Money with Amber Kanwar, Amber sits down with Brent Joyce, Chief Investment Strategist and Managing Director at BMO Private Investment Counsel, who oversees $50 billion in assets. They unpack the recent market volatility, driven largely by tariffs, and explore what investors need to know in a rapidly shifting macro landscape.Brent explains why sharp market corrections—like a 10% drop—are not only normal but the “price of admission” for equity investors. He draws insightful comparisons between today’s environment and past crises, making the case that what we’re experiencing now has more in common with COVID than with the dot-com bubble or the 2008 financial crisis. Rather than calling it American exceptionalism, Brent argues that it’s global business success simply headquartered in the U.S., and why that distinction matters.He also makes a strong case for Canadian equities, pointing to their global reach, attractive valuations, and solid dividends—arguing that Canada may be one of the most overlooked markets right now. On the fixed income side, Brent breaks down why bonds are still an essential part of a balanced portfolio, and he points out why the European market is one to watch but not get too carried away. Ultimately, Brent urges a defensive but steady approach: stay invested, stay diversified, and don’t let the noise knock you off course. If you want clarity, strategy, and perspective on where the markets might go next, this episode delivers.Timestamps00:00 Show intro01:20 Amber welcomes Brent Joyce 02:20 How did Brent know the market would rebound? 03:30 Why this time is more like the covid crash than the dot-com bubble or GFC 07:00 Why Brent believes in global exceptionalism not American exceptionalism09:00 Why Brent is still bullish on the U.S. market10:50 Is a recession on the horizon?13:15 Break: Amber speaks to the CEO of Raymond James Canada about how the company is helping clients navigate volatility and change15:35 Brent’s...","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}