Jun 30

Metal Matters: Dissecting the Investment Case for Critical Minerals ( 39 min)

Helen Amos is joined by George Heppel and Max Yerrill to discuss the rise of critical minerals as an investment theme. They explore how geopolitical tensions, supply chain security concerns, and government policy have accelerated investor interest in commodities such as rare eart ... Show More

39m 9s

Jun 9

Coal Fired Up (30 min)

Helen Amos and Katja Jancic discuss how the outlook for metallurgical and thermal coal prices has shifted following the major underground coal mine explosion in China in mid-May, which has triggered widespread closures, regulatory changes, and disciplinary action on several high- ... Show More

29m 41s

Apr 24

Copper’s Resilience and Other CESCO Week Themes ( 25 min)

In this episode, Helen Amos reviews key debates over Cesco Week 2026, including Iran conflict demand risks, sulphuric acid shortages, the U.S. arb, and challenges facing western-listed mining companies in their pursuit of copper growth. Demand side headwinds from higher oil price ... Show More

24m 43s

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

Sep 2021

Metal Matters: Conference Season Kicks Off

In this short (8 min) Metal Matters podcast we discuss the upcoming World Nuclear Association and Denver Gold conferences, the electric vehicle upgrade cycle and the impact logistical constraints may have on the wider metals cycle. Episode transcript: https://research-ca.bmocapit ... Show More

8m 18s

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

Sep 2024

The Tudor Dixon Podcast: Can We Stop the Chinese Takeover?

In this episode, Tudor, Sara, and Kyle, discuss the national security implications of the Gotion battery factory, which has ties to the Chinese Communist Party. They explore recent legislative actions by the U.S. House of Representatives to ban the use of Chinese batteries in ... Show More

30m 15s

Jul 2018

Summertime and the living is easy

China, the leveraged loan market, Netflix and the Los Angeles Dodgers utility-man (why not?) headline another scintillating investment discussion. 0:00 "Maximum" Max #Muncy and value investing 1:53 Cracks in the #China facade 5:19 Debt or equity? The #Ne ... Show More

13m 26s

Aug 2023

103. Battery chemistry: China against the World - Aug23

As the growth of the EV market and Energy Storage continues unabated, we wanted to know what the current State of Play in the Battery industry is. In 2023, China dominates the Li_Ion battery market and its main companies, BYD and CATL are – alongside Tesla – blazing the trail of ... Show More

31m 10s

May 2025

What About China?

On today's show we are looking at China's global leadership in automotive. This is something that will ultimately affect US design an manufacturing, which in turn affects real estate. -----------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https:/ ... Show More

5m 41s

Sep 2025

China Decode: The Global AI Race

In this episode of China Decode, Alice Han and James Kynge discuss China’s decision to block Nvidia’s newest AI chips—what’s behind the move, and what it could mean for the global AI race. They also break down the long-running TikTok saga, now moving toward a new U.S. ownership s ... Show More

44m 37s

ABCD edition – Alumina, Batteries, China...