logo
episode-header-image
Jul 2024
12m 37s

Two Precious Weeks

BMO Capital Markets Equity Research
About this episode
This episode discusses feedback from Shanghai Platinum Week, gold’s push to new highs and initial thoughts from Q2 production results.(13 mins) Click here for transcript. To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/ 
Up next
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
Nov 2024
Rebate and Recycle
This episode considers why iron ore has upside into year end, China’s export rebate removal on aluminium, uranium and critical minerals recycling ( 14 min) Click here for transcript. 
14m 9s
Recommended Episodes
Jul 11
TNB Tech Minute: Volkswagen and Chinese Partner SAIC to Close Nanjing Plant
Plus: Autodesk looks to acquire rival software firm PTC, which analysts say should position the company better as artificial intelligence becomes more common in design. And, Bitcoin's bull run continues. Julie Chang hosts. Programming note: Starting this week, Tech News Briefing ... Show More
2m 18s
Jul 10
TNB Tech Minute: Canada Looks to Help Automakers Meet EV-Sales Mandate After U.S. Tariffs
Plus: Strong growth in artificial-intelligence servers are seen pushing the overall server market to $1 trillion. And, bitcoin hits a new all-time high. Julie Chang hosts. Programming note: Starting this week, Tech News Briefing episodes will be released on Tuesdays and Fridays, ... Show More
2m 24s
Feb 2024
The Deep Track, Ep. 12 - New Releases & Updates
Support The Deep Track This week’s episode is an update on upcoming events, and a look back at a few of the most interesting releases of the past month. We’re a bit over a month away from Watches & Wonders, so planning is full swing, as is anticipation. Next week, we’ll be welcom ... Show More
23m 27s
May 2021
Vitalik vs. Dog Money: Recapping a Crazy Week in Crypto History
On this edition of “The Breakdown’s Weekly Recap,” NLW discusses: Why the Elon Musk issue is really one of power and audience What the Colonial Pipeline attack reveals about our critical infrastructure  The debate around Vitalik Buterin and the Shiba coins  -- Earn up to 12% APY ... Show More
12m 35s
Feb 2022
FOMOndays: How To Think About Market Volitility
This is FOMOnday, the snackable companion to FOMO Sapiens that starts your week with hot takes, life hacks, listener mail, and even some FOMO therapy. Learn more about your ad choices. Visit megaphone.fm/adchoices 
15m 23s
Apr 2024
Netflix's Rollercoaster Ride | A Must-Watch Stock Analysis!
Dive into the highs and lows of Netflix's first quarter 2024 earnings report in this engaging breakdown! From explosive free cash flow growth to concerns over subscriber trends, discover why investors are buzzing about Netflix's future prospects. Watch now for insightful analysis ... Show More
14m 7s
Mar 2025
Daybreak Weekend: CPI Preview, Reeves Statement, BYD Earnings
Bloomberg Daybreak Weekend with Tom Busby takes a look at some of the stories we'll be tracking in the coming week. In the US – a preview of U.S CPI and PCE data, along with a look at the impact of tariffs on housing. In the UK – a preview of UK Chancellor Rachel Reeves’ spring s ... Show More
38m 36s
Sep 2015
The Benchmark Preview
(Bloomberg) -- Welcome to episode zero of the Bloomberg Benchmark Podcast! Every week, hosts Tori Stilwell, Dan Moss, and Aki Ito bring you a jargon-free dive into the stories that drive the global economy. In this short episode, Tori and Dan tell you what to expect.See omnystudi ... Show More
3m 58s
Jul 25
Pricing tariff risks
With fresh US tariffs due to come into effect on 1 August, Alastair Pinder, Head EM and Global Equity Strategist, looks at how markets are pricing in heightened uncertainty.For more content from HSBC Global Investment Research, follow us on LinkedIn: #HSBCResearch. And don't forg ... Show More
18m 1s
Sep 2024
Fuels Focus: Your Weekly Insight into the US Refined Products Market
Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol p ... Show More
2m 44s