Oct 2

Metal Matters: Talking AI in Mining With McKinsey (Part 2)

In the final part of this special series on how AI is changing mining, Helen continues the discussion with McKinsey’s mining and AI experts Sean Buckley and Cris Cunha. They discuss how AI is shifting operating decisions from reactive to proactive, compressing response times, and ... Show More

43m 8s

Sep 18

Metal Matters: Talking AI in Mining With McKinsey (Part 1)

In the first episode of this special two-part series on how AI is changing mining, Helen sits down with mining and AI experts Sean Buckley and Cris Cunha from McKinsey. While the data shows uneven adoption of AI across the mining industry, success has been found in top-down targe ... Show More

44m 59s

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 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

Oct 2021

An Update on BMO Equity Research’s ESG Initiative

In this episode of our podcast, we reconnect with Doug Morrow, Director, ESG Strategy, and get his view on today’s big ESG themes and an update on the research team’s ESG initiative. We cover the upcoming COP 26 and concerns about greenwashing, and review key findings from some o ... Show More

21m 10s

Jul 2021

Business Weekly: 17/07/2021

Global economies are starting to see the return of inflation after a long period of low prices and low interest rates. Central bankers seem pretty calm so far, but some economists are getting jittery. We’ll find out why prices are rising and what can be done to steady the global ... Show More

49m 33s

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

Dec 2024

The Post-Payrolls Debate: Growth, Inflation, And Rate Cuts | Weekly Roundup

This week we discuss the November jobs report, the Fed’s cutting path, and the goldilocks scenario for 2025. We also delve into the different R* models, MicroStrategy, the Milken moment for crypto, and much more. Enjoy! — Follow Capital Flows: https://x.com/Globalflows Capital Fl ... Show More

1h 10m

Jul 2023

MM122: BIG tech earnings & yield curve control explained?

A BIG week for global markets, from tech earnings to central bank decisions, get the full low down. On the trading floor this week, Anthony and Piers discuss: <ul><li>Meta makes a comeback, Google excels on advertising spend and Microsoft posts tepid nu ... Show More

56m 32s

Dec 2021

What to Expect from the Market Moving Forward into 2022

In this episode we will go over my weekly market trend update covering the current market conditions and in this episode we will go into a little more detail about the broader fundamental and technical conditions that threaten the broader stock market.

7m 49s

Apr 2024

58. The Skinny on CPI & Earnings

Send us Fan Mail In our latest edition of our new weekly markets breakdown, we cover yesterday’s CPI release and its impact on the interest rates, credit, and equity markets. With earning’s season kicking off, we explain how to frame your thinking about earnings releases as you s ... Show More

24m 26s

Metal Matters: Don’t Fear, LME Week Is H...