The Old Guard Step Up for 2024| Listen on Anghami

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 2026

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 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 2023

2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition

The 28th annual edition of our 2024 Long-Term Capital Market Assumptions explores how investors can build on the 60/40 portfolio – using new axes of diversification to navigate an economy in transition from disinflation to reflation and from easy monetary policy to higher costs o ... Show More

16m 24s

Mar 2024

E217 – A Deep Dive on Gold

In this deep-dive episode, we explore the glittering world of gold bullion. They discuss notable trends, including the macroeconomic backdrop and push for de-dollarization, provide a use case for portfolio construction and introduce new BMO ETFs for Physical Gold. The episode was ... Show More

19m 42s

Jan 2024

What to Expect in 2024

Join Market Wrap's Moe and Javaid Ansari as they discuss the end of 2023 and what we may expect from 2024.

48m 23s

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

Jan 2024

Investment Outlook for 2024

While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutio ... Show More

20m 6s

Jan 2024

MM137: 2024 Market Predictions with Co-Founder Piers Curran

Is the market right to price in six rate cuts from the Fed? Will the magnificent seven be seen as growth stocks or defensive plays? Will bonds and stocks be correlated in 2024? Piers breaks down the themes that matter. Also, the world's biggest hedge funds have revea ... Show More

54m 8s

Jan 2024

159: A Stock Picker's Guide To 2024

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

Dec 2023

Our Predictions for 2024

What’s in store for 2024? Mihir and Felix are back with their celebrated predictions episode. Will OPEC implode? Are quant funds in trouble? What’s Argentina’s future? Can inflation in the U.S. really sink to 2%? Is plastic the new asbestos? Who will acquire Electronic Arts? Is A ... Show More

49m 25s