The Normalcy Trade With The Abnormal Brian Belski

On The Tape

RiskReversal Media

News, Business, Investing, Business News

4.6 • 757 Ratings

🗓️ 28 March 2025

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Nathan and Guy Adami are joined by Brian Belski, Chief Investment Strategist at BMO Capital Markets. The discussion covers a wide range of topics, including Belski's bullish outlook on the S&P 500, with a price target of 6,700. They delve into the dynamics of the secular bull market, cyclical trends, and the path to normalcy in market returns. Belski shares his views on the impact of geopolitical events, trade tariffs, and sector-specific performances, particularly in technology and financials. The conversation also touches on consumer sentiment, the role of AI, and the implications of monetary policy on market behavior. Belski emphasizes the importance of a diversified investment strategy and the potential opportunities in small and mid-cap banks. The episode provides a comprehensive overview of current market conditions, offering valuable insights for investors navigating these uncertain times. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

Transcript

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0:00.0	Balance your trading strategy by adding futures. CME group helps you manage risk and capture opportunities in all market environments.
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0:31.0	IConnections is the world's largest capital introduction platform in the alternative investment industry.
0:36.1	They bring the asset management
0:37.5	community together through a membership platform that lets allocators and managers meet
0:42.0	and connect both physically and virtually. Over 3,000 allocators and 600 managers are part
0:47.5	of the I Connections community overseeing nearly 48 trillion and 16 trillion in assets respectively.
0:53.6	They are also the people behind the alternative investment industry's largest and most exciting in-person events.
0:58.6	To find out more about IConnections events and members-only platform, visit iConnections.io.
1:06.2	Welcome to the Risk Reversal podcast.
1:08.6	I'm Dan Nathan, joined always by Guy Dami Guy. Hello, Dan. All right, this is one. This is one that is three months in the making here. That gentleman, you just heard laughing at Guy's enthusiasm is Brian Beltsky. He is the chief investment strategist at BMO Capital Markets. Brian, welcome back to the pod.
1:27.8	Oh my gosh.
1:28.5	Thank you.
1:29.1	I'm humbled to be here.
1:30.0	Well, humbled, maybe there's, if you're listening to this, maybe there's a tone of
1:33.9	sarcasm in that.
1:34.9	But we have been waiting months to have you back.
1:37.4	You are easily one of our most fun guests and obviously very informative.
1:42.0	You were last here on November 8th.
1:43.9	It was a couple days
	...

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