In this episode we discuss our expectations for metal and bulk commodity markets into 2024, a new era for gold, and why we see a tighter copper market than expected. (13 min).
BMO clients can view our report, “CORRECTION: Q1 2024 Metals & Bulk Commodity Price Update: The Old Guard Step Up”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/ ... Show More
Nov 21
Delving Into the Macro
In this episode, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space. They talk everything from rate cuts, the US dollar, AI, de-dollarisation, global trade, and emerging market development.
Click her ... Show More
38m 41s
Oct 3
Re-thinking the Price Deck
This week Helen Amos is joined by commodities analyst, George Heppel. They discuss new frameworks for thinking about long term commodity prices, how investors are viewing gold even after its explosive rally, and what big deficits in copper, platinum and silver could mean for pric ... Show More
25m 45s
Jan 2024
What’s In Store for 2024? Bitcoin, Home Buying, and Kiyosaki’s $1.2 billion in debt
#481: Predicting the stock market is a terrible idea.
But we can look at economic indicators and upcoming events to get a big-picture, 30,000-foot view of where our economy might be heading in 2024.
In today’s episode, we explore what’s in store for 2024.
We talk about the recent ... Show More
34m 2s
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
Jan 2024
159: A Stock Picker's Guide To 2024
<p>In 2023, global equity markets experienced a notable surge, driven by resilient economic growth and increased investor confidence, setting an optimistic tone for the forthcoming year. In particular, U.S. equity performance surprised investors, but with higher rates and in ... Show More
19m 24s
Jan 2024
Expert Breakdown: Dubai's Property Market Trends & 2024 Predictions | Anthony Joseph & Dr. Anand
<p>Welcome to the final episode of "Take Charge" for 2023: "Market Updates" with your hosts, Anthony Joseph and Dr. Anand!<br/><br/>In this episode, we delve into the year's biggest market trends, analyze the highs and lows, and offer insights into what 2 ... Show More
32m 32s