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
Apr 24
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
Mar 10
BMO Special Event: Commodities: Middle East Conflict
Commodity prices are reacting in a major way to the ongoing conflict in the Middle East. Please join our analysts, Randy Ollenberger, John McNulty, Joel Jackson, Helen Amos and George Heppel for a group conference call where we discuss our latest thoughts for near- and medium-ter ... Show More
35m 27s
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
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
Jun 2021
Bitcoin Conference Critiques, Lumber Shortages, and World News | WBW
<p>In this episode of Millionaire Mindcast, the dynamic duo is back. Matty A and Ryan Breedwell jump into this past week's news on our economy and markets. Bitcoin Conference Critiques, Lumber Shortages, and World News. This and more on today's episode. Tune in, Enjoy!. </p> ... Show More
46m 54s
Jan 2024
Stock markets in a hangover mood - and the Fed offers no medicine
<p>Equity markets continued to slide yesterday, with most markets posting negative performance for the day. Economic data pointing to some weakness in the US and China, as well as the minutes of the Federal Reserve's December meeting, have been the main talking points over the la ... Show More
11m 26s
Sep 2021
Accelerating EV Sales, and What It Means for Lithium and Other Battery Metals
BMO Capital Markets recently increased its electric vehicle (EV) penetration forecasts to 7% this year, and 15% by 2025, with important spillover impacts into lithium, nickel, and cobalt. This podcast highlights the work of our analysts, Joel Jackson, Robin Fiedler, and Colin Ham ... Show More
15m 42s
May 2024
Should You be Buying Gold and Silver Right Now?
In this week’s Talking Wealth podcast, Fil discusses the future direction of gold and silver, and whether now is the right time to buy these precious metals. He also discusses who is actively buying gold and silver right now using the COT report, so you can have a clear indicatio ... Show More
28m 54s