Dec 2024

Tariffs, Trepidation and Technology

In the final episode for 2024 we discuss BMO’s outlook for Metals & Mining in 2025, technology advances and the current situation in aluminium. Click here for report. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosu ... Show More

11m 23s

Dec 2024

What We Foresee for the Four C’s

In this episode we discuss China-U.S. friction in critical minerals, the 2025 outlook for copper, cobalt’s challenges and China’s Central Economic Work Conference. 12 min Click here for transcript To access our full disclosures, please visit: https://researchglobal0.bmocapitalmar ... Show More

11m 45s

Nov 2024

Rebate and Recycle

This episode considers why iron ore has upside into year end, China’s export rebate removal on aluminium, uranium and critical minerals recycling ( 14 min) Click here for transcript.

14m 9s

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

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 2024

Should You be Buying Gold and Silver Right Now?

In this week’s Talking Wealth podcast, Fil discusses the future direction of gold and silver, and whether now is the right time to buy these precious metals. He also discusses who is actively buying gold and silver right now using the COT report, so you can have a clear indicatio ... Show More

28m 54s

May 2016

Steel: The Gold decline last year were predicated on rate rises

HSBC Securities James Steel discusses the supply and demand for Gold and it's sustainability. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

12m 1s

Jul 2019

WHY GOLD LOVES CHEAP MONEY—Robert & Kim Kiyosaki featuring Dana Samuelson, Brien Lundin

Investing in gold & silver is an insurance policy against a collapse of the financial system. Robert & Kim speak to Dana Samuelson and Brien Lundin about their work in the precious metals sector. Find out what economic risks lurk in these uncertain times, and what role gold & sil ... Show More

58m 27s

Apr 2024

T-bills, gold and macro volatility

Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks piling into gold (1:25). Why liquidity is the glue that drives everything forward (5:00). This is an abridged conversation from See ... Show More

7m 3s

Jun 2023

MacroVoices #380 Jim Bianco: FOMC to China to Dollar to AI

MacroVoices Erik Townsend and Patrick Ceresna welcome Bianco Research founder Jim Bianco to the show to discuss the FOMC statement, the Fed’s hawkish pause, where rates and stock prices are headed, and much more. https://bit.ly/3Cy5V84 Download Big Picture Trading chartbook 📈📉 ... Show More

1h 6m

Mar 2020

MacroVoices #212 Simon White: Aftermath of the biggest monetary policy intervention in world history

MacroVoices Erik Townsend and Patrick Ceresna welcome Simon White to the show to talk about the implications of the FED’s recent QE, if the stocks and bonds will both start selling off and how the asset markets will be impacted by the US governments reaction to COVID-19 crisis. L ... Show More

1h 25m

Substitution, Silver and Steel