In this short (11 min) podcast, we discuss the recent announcement of property market support in China, preview Asia copper week and discuss what we might expect from China’s State Resources Group.
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/74C0B1E8-4361-4206-BCCB-58060E3C8882.PDF
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Aug 7
Temperature Rising in Metals World (16 min)
We discuss drivers behind the renewed rally in copper and gold prices, the quiet outperformance of the underdog metal, zinc, and why iron ore is causing a stir in the trading world. We talk through the high degree of uncertainty around the outcome for US copper tariffs, with bets ... Show More
15m 50s
Sep 2022
Battery Materials: Raising EV Sales, and What It Means for Lithium and Other Key Battery Metals
In this short (16 min) podcast, we discuss the key recent changes we have made to our EV sales forecasts and battery assumptions, and the resulting impacts on various upstream battery metals including lithium, nickel, cobalt, graphite, and others. BMO clients can view our reports ... Show More
15m 47s
May 2021
A Short-Term Pullback We Should Have Expected (Podcast)
Kristina Hooper, Chief Global Market Strategist at Invesco, gives her market outlook. Tableau CEO, Mark Nelson, discusses the future of enterprise technology and how analytics can transform business. Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, disc ... Show More
26m 17s
Oct 2025
China Decode: China’s Next 5-Year Plan & Xi’s Possible Successor
In this episode of China Decode, Alice Han and James Kynge break down Xi Jinping’s next five-year plan and the politics behind it, explore the US-China soybean trade war and its impact on American farmers, and dive into the rise of a viral “Chinese Trump” comedian. Learn more abo ... Show More
40m 48s
Jul 2021
China's Didi Crackdown, Controlling Data (Podcast)
Leland Miller, CEO of China Beige Book International, discusses China's crackdown on Didi. Jordan Jackson, VP, Global Market Strategist at J.P. Morgan Investment Management, talks markets. Dan Devorsetz, CIO and Executive VP at Horizon Technology Finance, talks about opportunity ... Show More
25m 21s
Aug 2023
A Primer on China's Current Economic Turmoil
China has posted some troubling economic data of late, leading many macro commentators to call attention to the concerning developments. In today's episode, NLW provides a primer on the past few years of wobbles, issues in the real estate sector, and the CCP's lack of good option ... Show More
17m 46s
<p>In this episode, Patrick Bet-David and home team will discuss:</p>
<ul>
<li>Shocking house price reduction </li>
<li>The scary math behind car payments </li>
<li>The covid-19 Chinese lab leak </li>
</ul>
<p>FaceTime or Ask Patrick any questions on <a href="h ... Show More
