Dan Phillips
Chief Investment Officer at BMO Wealth Management, U.S., focusing on U.S. market outlook, energy-market implications, and practical portfolio allocation advice.
Top 3 podcasts with Dan Phillips
Ranked by the Snipd community
12 snips
Mar 5, 2026 • 24min
Assessing the Market Impact of the Middle East Crisis
Dan Phillips, CIO at BMO Wealth U.S., offers market and energy allocation perspective. Carol Schief, Chief Market Strategist, focuses on fundamentals, earnings, and geopolitics. Brent Joyce, Chief Investment Strategist, covers portfolio construction and diversification. They discuss market moves after the strike, Strait of Hormuz risks, resilience of global fundamentals, Canada’s energy exposure, and portfolio positioning amid heightened geopolitical risk.
12 snips
Jan 15, 2026 • 36min
Capital Markets Assumptions and Themes – Outlook for 2026
Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, and Carol Schleif, Chief Market Strategist at BMO Private Wealth, delve into capital market assumptions for 2026. They discuss geopolitical shifts, particularly the U.S.-China dynamic impacting institutions and trade. Carol highlights the effects of supply-chain realignments and innovation in AI, robotics, and quantum technologies. They also touch on emerging market instruments like prediction markets and warn of regulatory challenges in an evolving landscape.
11 snips
Oct 6, 2025 • 35min
Markets Plus: What’s Next in Economics, Markets and Trade
In this insightful discussion, Doug Porter, Chief Economist at BMO, shares his perspectives on GDP and inflation trends in the U.S. and Canada. Ernie Tedeschi, Yale’s Director of Economics, contrasts robust GDP growth with concerns about labor market dynamics and rising tariffs. Dan Phillips, BMO’s CIO, emphasizes a tactical investment approach amid evolving market risks, including the impact of AI and automation. The trio also explores the resilience of the Canadian economy and why government shutdowns typically leave markets unfazed.
