In this episode, Erin Allen is joined by Bipan Rai, Head of ETF and Alternatives Strategy at BMO ETFs, to unpack the growing tension between Donald Trump and Fed Chair Jerome Powell—and what it means for investors.

With markets increasingly pricing in a more dovish Fed, we explore how political pressure could reshape monetary policy expectations and sector performance. Bipan shares insights on where investors can find opportunity amid uncertainty and how to position portfolios for resilience in a politically charged macro landscape.