Beyond the Portfolio
Hosted by Mike Miranda and Pratik Patel and Henray Cohen · BMO Wealth Management
4.8from 5 ratings
Claimed podcast
- 30
- Episodes
- 29
- Transcribed
- 5
- Ratings
- Bi-weekly
- Cadence
- 2025
- First episode
About Beyond the Portfolio
Beyond the Portfolio brings you conversations with BMO Wealth Management experts on the topics that matter most to individuals, families, and business owners. Through timely discussions on investing, market trends, wealth planning, business succession, philanthropy, and more, each episode offers practical insights to help you make confident decisions and achieve your long-term goals. Subscribe for perspectives and insights that help you make informed wealth management decisions with clarity and confidence.
- Publisher
- BMO Wealth Management
- Category
- business
- Language
- en
- Explicit
- No
- First episode
- 11 Jun 2025
- Latest episode
- 28 Oct 2026
Latest episodes
29 of 30 episodes have a transcript.
28 Oct 2026TRANSCRIPT
Politics and Portfolios
15 Oct 2026TRANSCRIPT
QSBS: A Powerful and Overlooked Tax Tool
25 Aug 2026TRANSCRIPT
Going Beyond the Market Headlines
Inside a recent episode
Politics and Portfolios
Published 28 Oct 2026 · Transcript excerpt
[…] And so stocks would trade one direction. But then with the outcome of the election, the stock subsequently and the industry subsequently got treated the exact opposite. So frequently we tell clients not to mix politics and portfolios, but there is a lot at play, particularly when you look at the leadership and the sorts of outlines of policies going in that will affect potentially have intermediate and longer term effects on portfolios. But the key thing for investors, particularly for equity investors, is to stay focused on the fundamentals. Because the fundamentals really are what have undergirded the markets move the entire way up here, where we just anniversaried the fourth year of double digit returns. […]
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See plansWho has been a guest on Beyond the Portfolio
Names identified in recent episode analyses. Showing up to five guests.
- Ashley Ellefritz
- Carol Schleif
- Derek Garland
- Gaston Burthey
- Dan Phillips
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 2 ratings
- Spotify
- 4.7 / 5
- 3 ratings
Podcast Authority Score: 21 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 42
- Social presence
- 0
- YouTube
- 0
- Engagement
- 0
Contact Beyond the Portfolio
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Beyond the Portfolio
Who hosts Beyond the Portfolio?
Mike Miranda and Pratik Patel and Henray Cohen host the show. Published by BMO Wealth Management.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does Beyond the Portfolio take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
29 of 30 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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Explore this show
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