Podcast

KJ Harrison Insights –
Managing Risk & Returns

Episode 45 - Tariffs. Tumbling bond yields. Gold at record highs. What’s really going on? (April 2025)

In this month’s KJH Insights, Joel Clark, CEO, and Sarah Bull, Portfolio Manager, explore the ripple effects of “Demolition Day” — when sweeping U.S. tariffs shook global markets — and why they believe the real story is about debt, recession risk, and policy missteps.

They unpack:

  • Why gold is surging
  • What yield reversals are telling us
  • How we’re positioning portfolios with more credit, less equity, and a focus on quality

Tune in to hear how our investment team is navigating the noise with discipline and long-term clarity.

Your Host

Sarah Bull, 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.

Joel Clark, CFA®

Joel is the CEO at KJ Harrison Investors and has been involved in developing the firm since its inception in 2001. Joel manages investment portfolios, on a discretionary basis, for high net worth and ultra-high net worth individuals and families throughout Canada. Joel takes a holistic approach to wealth and is intent on managing risk in order to secure his clients‘ financial goals and futures.

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