In this episode we discuss Asia Copper Week, palladium, and silver. (12 min).
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/WUcxaGpJRE1RVXc0Y29yOUVBaFRaS1JEazZENUFtK1djem9DdkNvQmJmNUt5V1FtRTJtVmpoZXdnQ1hBRHpTVEdzUVNhS24wTk0vMDBTQjlqdzQ4NWc9PQ2.PDF
To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarket ... Show More
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
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 2021
The Gang Launches a Crypto Index
On this week's episode of The Compound & Friends, Michael Batnick, Jeremy Schwartz, and Downtown Josh Brown discuss: the all-new RWM WisdomTree Crypto Index, "All-in" on DeFi, Crypto Sprint, Chinese Stocks, Jack Dorsey stepping down from Twitter, the Powell Pivot, and more!
For m ... Show More
1h 15m
Jul 2021
Ultra High Net Worth
On this week's episode of The Compound & Friends, Michael Batnick, Jason Snipe, and Downtown Josh Brown discuss: retail investors, dissatisfied advisors, CapGemini's ultra high net worth survey, underrated stocks, payment for order flow, the Knicks, stadium naming rights, and mor ... Show More
1h 20m
Mar 2024
Inflation, FED, Cryptos : LE Débrief Hebdo de la semaine !
Tous les matins en Podcast, je décrypte l'actualité économique, les marchés et Cryptos, et partage mes stratégies de Trading et d'Investissement.Des fois, les Samedis (OUI il FAUT QUE je relance ça ! ), l'Interview d'un expert ou d'un investisseur sur les marchés pour partager ex ... Show More
33m 41s
Jan 2024
ETF BITCOIN SPOT validé, Inflation US à gérer, réagir au regard des autres !
Tous les matins en Podcast, je décrypte l'actualité économique, les marchés et Cryptos, et partage mes stratégies de Trading et d'Investissement.Tous les Samedis, l'Interview d'un expert ou d'un investisseur sur les marchés pour partager expériences, erreurs, parcours, et cherche ... Show More
30m 21s
Feb 2024
BITCOIN Crypto : PUMP 🟢 en FORCE et récompense 💪
Tous les matins en Podcast, je décrypte l'actualité économique, les marchés et Cryptos, et partage mes stratégies de Trading et d'Investissement.Des fois, les Samedis (OUI il FAUT QUE je relance ça ! ), l'Interview d'un expert ou d'un investisseur sur les marchés pour partager ex ... Show More
30m 6s
Nov 2021
The Best Investment Writing Volume 5: Vineer Bhansali, LongTail Alpha - Diversifying Diversification: Downside Risk Management with Portfolios of Insurance Securities
Last year we brought listeners the entire volume of The Best Investment Writing Volume 4, in audio format, right here on the podcast. Listeners loved it, so we’re running it back again this year with The Best Investment Writing Volume 5. You’ll hear from some of the most respecte ... Show More
11m 30s