The AI capex boom is helping spur equity valuations higher, but prompting worries about a potentially painful market correction. Brent Joyce of BMO Private Wealth joins Bipan to discuss why this cycle truly is different, as well as the outlook for earnings through next year. This podcast was recorded live on October 23, 2025.

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E22 – Why Equities Should Benefit from Tailwinds into 2026

The Open Outcry

E22 – Why Equities Should Benefit from Tailwinds into 2026