logo
episode-header-image
Dec 2024
34m 22s

President-Elect Donald Trump’s Tariff Th...

BMO Exchange Traded Funds
About this episode

Today, we have a special treat for our listeners—an in-depth episode of the Markets Plus podcast by BMO Capital Markets. In this panel discussion, you’ll hear how U.S. President-Elect Donald Trump’s threats to impose a 25% tariff on all Canadian and Mexican products may be a way to bargain with important trade partners but it doesn’t diminish the urgent need for North American markets to prepare for potential duties.  

 

Allison Hakomaki is Head, National Agriculture, Public Sector & Emerging Industries, BMO Commercial Bank, Canada. She is joined on the podcast by Steve Verheul, Former Chief Trade Negotiator for Canada, Doug Porter, Chief Economist, BMO Financial Group, and Yung-Yu Ma, Chief Investment Officer, BMO Wealth Management - U.S. This episode was recorded on Thursday, December 5, 2024.

Disclaimers: The viewpoints expressed by the speakers represents their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. Past performance is no guarantee of future results. This communication is intended for informational purposes only.

Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent prospectus.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus of the BMO ETFs before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.

For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the BMO ETF’s prospectus.  BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.

BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal.

This podcast is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

Please click here for BMO Capital Markets disclosures.

BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate.

“BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.

Up next
Nov 20
E290 – What is Tax-Loss Selling?
<p>As 2025 nears its close, your host Erika Toth sits down with special guests Dante Rossi and Erin Allen to talk about tax-loss harvesting—including important dates to remember—and tips to help investors navigate year-end. </p><p>Erika Toth is Director and Head of ETF and Portfo ... Show More
20m 56s
Nov 13
E289 – What the 2025 Federal Budget Means for Investors
What’s in the 2025 Federal Budget? In today’s episode, special guest Larry Berman and host, Danielle Neziol, delve into the government’s extensive proposal and what it could mean for the Canadian economy and investors. Recorded live on Nov 4, 2025. 2025 Federal BudgetREITs: Real ... Show More
21m 41s
Nov 6
E288 – A Deep Dive on CLOs
In today’s episode, special guest Mark Jarosz and host Zayla Saunders revisit CLO ETFs. This time, they explore the middle of the capital stack that has BBB-tranches, which they're calling a sweet spot. Stay tuned to find out why.Recorded live on October 14, 2025.ETFs:BMO AAA CLO ... Show More
15m 41s
Recommended Episodes
May 2025
Buffett to Step Down as Berkshire Hathaway CEO, Trump Threatens 100% Tariffs on Foreign Movies
Stock market update for May 5, 2025.The content of the video is for general and informational purposes only. All views presented in this show reflect the opinions of the guest and the host. You should not take a mention of any asset, be it cryptocurrency or a publicly traded secu ... Show More
9m 31s
Mar 2025
Could Value Stocks Make a Comeback?
<p>As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about ... Show More
20m 32s
Oct 20
Earnings season gets under way
US earnings season got started with some strong results from big banks, but markets have also been focused on emerging risks for some regional banks, says Deepak Puri, the Private Bank’s Chief Investment Officer for the Americas. “There have been two big delinquencies in recent d ... Show More
10m 35s
Feb 2020
108: Business Breakfast Podcast (Episode 14)
OANDA Senior Market Analyst Craig Erlam previews the day's business and market news on this morning's Jazz FM Business Breakfast with presenter Michael Wilson. OANDA Europe Limited Accounts: CFDs are complex instruments and come with a high risk of losing money rapidly due to ... Show More
14m 38s
Jan 2024
Dow Hits 38K for First Time Ever
<p>Stock market update for January 22, 2024. </p> <ul> <li><a href="https://www.bloomberg.com/news/articles/2024-01-22/arkhouse-threatens-to-take-offer-for-macy-s-to-shareholders?cmpid=BBD012224_OUS&utm_medium=email&utm_source=newsletter&utm_term=240122&utm_campaign=openamericas ... Show More
5m 38s
Sep 2024
Episode 211: Top Chip Stocks to Buy Now? Revealing Chip Stock Investor’s Top Power Chip Stock Portfolio (MPWR)
<p>Get up to 15 free stocks for signing up with Moomoo using our special link: <a href="https://j.moomoo.com/018m5C" target="_blank" rel="noopener noreferer">https://j.moomoo.com/018m5C</a> Join us on Discord with Semiconductor Insider: <a href="https://ko-fi.com/chipstockinvest ... Show More
17m 28s
Jan 2025
Why Brian Wesbury is Bearish
On episode 172 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Wesbury, Chief Economist at First Trust Advisors to discuss his outlook on 2025, Recessions, Monetary Policy, Bitcoin, being an Eagle Scout and more! This episode is sponsored ... Show More
1h 31m
Jun 2025
Statement Risk
On episode 197 of The Compound and Friends, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, ... Show More
1h 14m
Nov 8
191. Carlyle's Head of Global Wealth, Shane Clifford on Why It's Time to Rethink Private Markets
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>We are thrilled to present a SPECIAL EDITION of The Wall Street Skinny. This episode, recorded live at Carlyle’s NYC offices, is a candid interview with one of o ... Show More
1h 3m