In this episode of BMO’s Beyond the Portfolio podcast, host Mike Miranda invited Henray Cohen, Head of Investments, BMO Wealth Management U.S., to take the role of guest host on a panel discussion featuring Richard Belley, Fixed Income Strategist, BMO Private Wealth, and Dan Phillips, Chief Investment Officer, BMO Wealth Management, U.S. The panelists examine the Federal Reserve leadership transition, analyzing Kevin Warsh's nomination as Fed Chair, his monetary policy framework, and more. They also discuss comparisons to Powell and Greenspan’s leadership styles, and implications for interest rate trajectory, term premiums, and portfolio positioning amid evolving inflation dynamics and technological productivity gains.
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