In this episode we discuss the unusual situation happening in copper at present, why iron ore might be the best way to play Chinese recovery, gold demand and BMO’s economic expectations. (13 min)
Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/d0pHOGZncGVNNW1pdHBjTnF0TWFUcVZmS21iSEM0TXBYUmxESHBEakpRUG1qdG5QSmdyTnJkWWFUaFNVeHVTSEhBWUlC ... Show More
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
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
Nov 2023
Vizsla Copper and Why Craig Parry Believes in $20 Copper
<p>We connect with Craig Parry in this episode to talk all things copper and an exploration update with his company, Vizsla Copper. Craig believes that $20 copper is in front of the markets because of a large squeeze which will happen due to lower head grades, falling supply, and ... Show More
15m 23s
Apr 2024
Simon Hunt: A False Start in Commodities, Escalation of War, and Copper's Concentrate Problem
<p>This morning, Trevor connected with Simon Hunt of Simon Hunt Strategic Services. The premise of the conversation was to discuss the current copper market and China's involvement with the spot price. We do discuss this, including some of the latest news out of China's s ... Show More
31m 36s
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
Feb 2024
Ronnie Stoeferle on Gold's Showdown with Deflationary Forces; and a Peak at The War Below for New Energy Metals
<p>In this week's long-form we connect with Ronnie Stoeferle, a fund manager at Incrementum, to discuss various aspects of the gold market and the mining industry. He shares observations on the gold trade in 2024, highlighting the sentiment and positioning shifts. Stoeferle a ... Show More
1 h
Feb 2022
The Case for Commodities: ‘Super-Backwardation,’ Structural Demand and Inventory Shortages
In the latest episode of Exchanges at Goldman Sachs, Jeffrey Currie, Global Head of Commodities Research in the Goldman Sachs Research, discusses why he believes commodities are entering a supercycle and how the current geopolitical landscape is shaping commodity markets. Learn m ... Show More
23m 9s