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IN Tune is a podcast series featuring Equity Research analysts from BMO Capital Markets. Our shows explore key emerging themes, trends, and issues which are important to our institutional clients globally. Visit our website at https://research.bmo.com/
113 Episodes
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With a few months to go in 2025, our expert panel delves into their latest outlook for the US and Canada, exploring GDP, inflation, central bank policy and trade policy. Ernie Tedeschi, Director of Economics at Yale University’s Budget Lab, Doug Porter, Chief Economist, BMO and Dan Philips, Chief Investment Officer, BMO US Wealth Management, each provide their unique perspectives on asset classes, market risks, and the evolving landscape influenced by AI, automation, and de-globalization.
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To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
In the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle.
BMO clients can view our reports here:
BMO Precious Metals Monitor: Poised for the Cut
PGMs: Picking the Right Basket
Anti-Involution Needs Patience: Copper and Coal Screen Strongest
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To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
If enforced, President Trump’s introduction of a 50% tariff on copper could significantly impact global copper pricing, supply chains and inventories. Join our Equity Research Analysts, Helen Amos, Matt Murphy, and Katja Jancic, as they discuss anticipated outcomes and implications moving forward.
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BMO experts discuss the evolving Canadian political and economic landscape following the election of Prime Minister Mark Carney.
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In a special episode of the Markets Plus podcast recorded on April 30, Camilla Sutton, Managing Director and Head of Equity Research, Canada & UK, BMO Capital Markets, moderates a timely and engaging discussion on the implications of the Canadian election. Joining her on the show: Hon. Brian Tobin, Vice Chair, BMO Financial Group and Hon. Jason Kenney, Senior Advisor, BMO Financial Group.
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On April 28, Canadians elected Members of Parliament to represent them in the House of Commons. The following day, BMO hosted a discussion to cover the economic, markets and tax policy implications.
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The ongoing uncertainty around U.S. tariffs on foreign goods is affecting business leaders across all industries. On April 17, BMO hosted a discussion to cover macroeconomic trends that are specifically impacting manufacturers with our economic and industry experts. (31 min)
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Critical minerals are essential inputs in modern energy and high-tech applications, including batteries, energy storage and infrastructure, and national security. They also play an important role in the global energy transition, where demand is expected to necessitate significant investment in order to develop new mines, downstream processing capacity, and secure and resilient supply chains. In this BMO podcast, Greg Jones, Battery Materials Analyst with BMO Capital Markets, sits down with Kwasi Ampofo, BloombergNEF's Head of Metals and Mining, to discuss the complexities of the critical minerals industry and the investment outlook.
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To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
How is the metals and mining industry driving sustainable development? Rohitesh Dhawan, CEO and President of the International Council on Mining and Metals (ICMM), and Camilla Sutton, BMO's Head of Equity Research for Canada and the UK, explore the industry's progress, key achievements, and what’s next. During this 30-minute episode, they discuss the ICMM and its members' progress on Consolidated Mining Standards, TNFD, decarbonization, the 'trust deficit,' and how the industry is contributing to sustainable development.
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To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
Michael Gregory, Deputy Chief Economist and Head of US Economics, discusses how tariffs and the ongoing uncertainty around them impacts the outlook for the Canadian and U.S. economies; while Brian Belski, Chief Investment Strategist discusses his equity investment outlook for both Canada and the US.
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To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
How will U.S. Tariffs on Canada impact the economy, equities, oil & gas, autos, and banks? Join us for a 25-minute discussion/videocast/podcast with BMO’s Deputy Chief Economist, Michael Gregory, Chief Investment Strategist, Brian Belski, Oil & Gas Analyst, Randy Ollenberger, Consumer Analyst, Tamy Chen and Banks Analyst, Sohrab Movahedi, recorded 24hrs before the tariffs are set to take effect (recorded on February 3, 2025).
To access our full disclosures, please visit research.bmo.com/public/disclosures.
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Relevant reports that might also be of interest:
Michael Gregory | Trade War Impact: First Pass
Brian Belski | Mitigating the Chaos With Calm, Process, and Discipline
Randy Ollenberger | Oil & Gas – That’s Gonna Leave a Mark: Assessing the Potential Impact of Trump Tariffs
Sohrab Movahedi | Our Banks Enter This Period of Economic Uncertainty from a Position of Strength
Tamy Chen | Sizing Up the Impact from Potential Tariffs
U.S. President-Elect Donald Trump’s threats to impose a 25% tariff on all Canadian and Mexican products may be a way to bargain with important trade partners but it doesn’t diminish the urgent need for North American markets to prepare for potential duties.
Listen to, Steve Verheul, Former Chief Trade Negotiator for Canada,(Moderator) Allison Hakomaki, Head, National Agriculture, Public Sector & Emerging Industries, BMO Commercial Bank, Canada, Doug Porter, Chief Economist, BMO Financial Group and Yung-Yu Ma, Chief Investment Officer, BMO Wealth Management - U.S., to learn more.
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How will an altered political landscape in Washington affect the U.S. fundamental outlook? Camilla Sutton, BMO Capital Markets Managing Director, Head of Equity Research, Canada & UK, moderated a discussion with BMO experts across macroeconomics, financial markets, and rates to understand the current and future implications of the 2024 election. Listen to Doug Porter, Managing Director and Chief Economist; Brian Belski, Chief Investment Strategist; and Ian Lyngen, Managing Director and Head of U.S. Rates Strategy, to learn more.
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As we prepare for the upcoming US Presidential election, we spend some time with five of our BMO Capital Markets experts who run through how they see market impacts unfolding. Our guests include: Sal Guatieri, BMO’s Sr. Economist and Brian Belski, BMO’s Chief Investment Strategist; as well as three of our Equity Research Analysts Colin Hamilton, who focuses on metal commodities, Randy Ollenberger on Oil and Gas and Doug Morrow on ESG. Please note that this podcast goes in tandem with our broader department report, Navigating the U.S. Election Outcomes - Winners and Losers.
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During this podcast Doug Morrow, ESG Analyst, takes the listening through how the AI/data center build out is contributing to a new era of electricity demand, on the back of which firms like Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META) and Microsoft (MSFT) are highly focused on responsible data center construction and operation. However he sees an emerging short-term trade-off between growing their AI business and hitting sustainability targets, particularly around Scope 3 emissions and water consumption. In addition, Doug discusses where he sees the second derivative opportunities from the AI/data center build out in clean power generation, grid stabilization, alternative cooling technologies, low-carbon building materials + IT equipment and data center engineering. Essentially he believe that companies that provide these products and services are positioned to benefit as the economy looks to meet the large power/water requirements of AI while also solving for lower emissions, water security and grid stability.
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Click here for report
All to often, energy investors focus on the commodity but for mid-cap Oil & Gas companies, share price performance is more determined by evolving company prospects, particularly related to undrilled well inventory. The change in perception as it relates to this undrilled acreage, either by a new oil pool discovery, or advancements in fracking technology, is a much more determining (and forecastable) factor in the long-term upside potential. Our conversation with Jeremy McCrea, CFA explores the topic in more detail, along with his favorite names and other discussions points that have been topical with institutional investors today.
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To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
This episode of INTune delves into the takeaways from BMO’s 19th Annual Farm to Market Conference and stretches across the food and agriculture value chain. Equity Research Analysts Kelly Bania, Joel Jackson, Doug Morrow, and Andrew Strelzik join in a discussion on the impacts of commodity price volatility, consumer trends, ag tech, and water on equities. (20 mins)
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Click here for Doug Morrow's Report “Water Stress in the Food & Agriculture Sector: Risks, Best Practices, and Innovation Opportunities “
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
In this edition of BMO’s INTune podcast series, we sit down with Doug Morrow and Devin Dodge from BMO’s Equity Research team to discuss the BMO Climate Opportunities Screen and some of the companies from our coverage that are positively exposed to the energy transition megatrend. (15 mins)
Please view our report, “Future Facing Investing: The BMO Climate Opportunities Screen”
Click here for episode transcript.
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
Tamy Chen and Emily Foo join this edition of our IN Tune podcast to discuss their recent report entitled “Dollarcity 101: Resonating So Far With Runway for Growth” and how recent quarters of strong equity income growth from Dollarama’s (DOL) joint venture in LATAM called Dollarcity has brought increasing attention to this business as it could provide the second leg of multi-year growth when DOL eventually matures in Canada.
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To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
This week we have a special episode of IN Tune sharing a podcast from BMO’s Sustainability Leaders that aired on February 20, 2024. Colin Hamilton, Commodities Analyst, BMO Capital Markets, sat down with the International Council on Mining and Metals (ICMM)’s President and CEO Rohitesh Dhawan to discuss what the industry needs to do to embrace nature-positive mining (24 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/SldQc294alVqTDhXVVh6VWR0UW4xY3RRYUx5aGFsMzByQzVGekhpZCtXVXNxcU1hN1huVUkxR2xpUEQ4SmRuTGdrMXZJOC9HT2NvTFIxUzFqdytPTEE9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
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