Podcast

KJ Harrison Insights –
Managing Risk & Returns

Episode 50 — What’s Really Driving This Market (November 2025)

In this episode, we take you inside the forces shaping today’s market. The discussion breaks down the latest pullback, explores why some parts of the economy are powering ahead while others are clearly losing momentum, and unpacks what Q3 earnings reveal once you look beneath the surface.

Sarah Bull, Managing Partner & Portfolio Manager, and Portfolio Manager Andrew Csumrik look at the split between strong and struggling businesses, what’s fueling that divergence, and why thoughtful portfolio construction and company-level research matter more than ever in this environment.

Your Host

Sarah Bull, FCSI®, CIM®

With over 25 years of experience in the financial industry, Sarah specializes in managing investment portfolios for high and ultra-high-net-worth individuals and advising them on the complexities associated with their wealth. Sarah is dedicated to helping her clients – both individuals and families – with the transition through different stages of their lives and helping them to manage risk and secure their legacies with solid investment decisions.

Andrew Csumrik, CFA®

Andrew Csumrik is a Portfolio Manager and member of the KJH Investment Team. He is Co-Portfolio Manager of the KJH Income Opportunities Fund and the KJH Opportunities Fund.

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Episode 49: A Goldilocks Market? Growth, Inflation, and What Comes Next (October 2025)

Joel Clark and Sarah Bull discuss the reacceleration of economic growth heading into Q1 2026 and the continued moderation of inflation shaping a “Goldilocks” environment, supportive of risk assets.

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