Podcasts by BMO Equity Research IN Tune
IN Tune is a podcast series featuring Equity Research analysts from BMO Capital Markets. Our shows explore key emerging themes, trends, and issues which are important to our institutional clients globally. Visit our website at https://researchglobal0.bmocapitalmarkets.com/
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The Future of Food: The Past, The Present, The Future of Plant-Based Meat from 2022-02-18T05:00
Plant-based meat was taking off and becoming a part of the consumer's diet. Then, COVID-19 hit and changed the growth trajectory. In this episode, we address 1) what happened?; 2) will plant-based ...
ListenBMO’s 2022 Outlook for Canadian Oil & Gas Sector from 2022-02-04T05:00
2021 turned out to be a great year for oil and gas investors. Randy Ollenberger and Ray Kwan think that 2022 has the potential to be equally good as a multi-year bull market for energy takes hold. ...
ListenAnalyzing Drivers of Value in an IFRS 17 World from 2022-01-21T05:00
As we get ready for IFRS 17, effective January 1, 2023, for Canadian, European, and Asian insurers, investors need to understand how it will reflect drivers of value, and, most importantly, what fu...
ListenCCUS: The Next Gamechanger to De-carbonize Canada’s Oil & Gas Industry from 2021-12-22T15:00:42
Carbon, Capture, Usage and Storage (CCUS) represents one of the best near-term opportunities to reduce C02 emissions, particularly as Canada looks to meet its 2030 and 2050 reduction targets, and w...
ListenBMO Smarter Investing - What does the economy look like for Canada, the US, and Europe in 2022? from 2021-12-21T05:00
This week on IN Tune we are sharing another episode from BMO Smarter Investing, titled "What does the economy look like for Canada, the US, and Europe in 2022?" Interest rates and the global econom...
ListenOn Track: Railroads Innovating for the Long Haul from 2021-12-10T05:00
The rail industry is innovating on several fronts with pilot projects to assess alternative fuels for locomotion, automated track and railcar inspection as well as digital initiatives throughout th...
ListenCrypto 101: Making Sense of Blockchain and Cryptocurrencies from 2021-11-22T05:00
Are cryptocurrencies a scam or a new form of digital gold? Are they investments or speculative assets? We speak with BMO Technology Analyst, Deepak Kaushal, to discuss the first principles of block...
ListenBMO Smarter Investing - The Rise of Inflation: Who wins and who gets hurt the most from 2021-11-19T19:30
This week on IN Tune we are sharing the first episode of a new BMO podcast, BMO Smarter Investing, titled The Rise of Inflation: Who wins and who gets hurt the most. Inflation is at an all-time hig...
ListenEconomics of Online Grocery in Canada: Who’s Doing What and How to Win? from 2021-11-05T04:00
With the acceleration during COVID-19, online grocery is here to stay. How are the Canadian Grocers addressing this growing segment of the grocery market? How is online grocery impacting the econom...
ListenMetal Matters: Copper’s Big Move and Critical Metals from 2021-10-29T04:00
In this short (8 min) podcast we discuss what caused the sharp move in copper last week, China’s current property situation, and how the magnesium situation will bring more focus to critical metals...
Listen2021 - We Are in the Home Stretch from 2021-10-22T04:00
With just over two months left in 2021, equity markets in both Canada and the US have managed to exhibit positive returns—despite continued fears and rhetoric regarding inflation, rising interest r...
ListenMetal Matters: LME Feedback and Rethinking Long-Run Copper from 2021-10-15T04:00
In this short (8 min) Metal Matters podcast we discuss feedback from LME Week, the knock-on implications from the global energy crisis, and the key conclusions from our recently published copper re...
ListenAn Update on BMO Equity Research’s ESG Initiative from 2021-10-08T04:00
In this episode of our podcast, we reconnect with Doug Morrow, Director, ESG Strategy, and get his view on today’s big ESG themes and an update on the research team’s ESG initiative. We cover the u...
ListenMetal Matters: Power Policy and Price Updates from 2021-10-01T04:00
In this short (8 min) Metal Matters podcast, we discuss the knock-on effects of China’s power rationing, central bank policy, and what we expect from the forthcoming LME Week discussions.
BMO c...
Metal Matters: China’s Credit vs. Coal Conundrum from 2021-09-17T04:00
In this short (9 min) Metal Matters podcast we discuss the challenges facing China on both the policy and property fronts, aluminium’s recent price gains, and drivers of price divergence in iron or...
ListenAccelerating EV Sales, and What It Means for Lithium and Other Battery Metals from 2021-09-10T04:00
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 podc...
ListenMetal Matters: Conference Season Kicks Off from 2021-09-03T04:00
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 m...
ListenCanadian Wealth & Asset Management – Banks vs. Independents from 2021-08-27T04:00
The Canadian Investment Funds Industry is a mature and saturated marketplace. The wealth management operations of the Canadian banks, with a leading and growing market share in Canadian investment ...
ListenMetal Matters: Chinese Capacity, COP, and Capex Discipline from 2021-08-20T04:00
In this 7 min Metal Matters podcast, we discuss 1) why strong free cash flow hasn’t yielded many new project approvals, 2) China’s steel production cuts and capacity offshoring, and 3) why the coun...
ListenModern Mining: Ore Sorting Technology from 2021-08-13T04:00
The mining industry doesn’t always have a reputation for being an early adopter of leading-edge technology. But innovations will be increasingly important to offset cost inflation and improve minin...
ListenBMO Expert Event: Key Issues for China’s Economy in H2 With PRC Macro from 2021-08-10T21:15
We recently invited Will Hess and Song Gao from PRC Macro to discuss with us their outlook for the Chinese economy in the second half of the year, and the potential implications for commodity marke...
ListenMetal Matters: Free Cash, Copper in Chile and a Different China Commodities Delta from 2021-08-06T04:00
In this short (6 min) Metal Markets podcast, we discuss what metals and mining producers are doing with strong free cash flow, the potential for copper supply disruptions amid Chilean labour negoti...
ListenThe Emergence of PropTech and Trends in US REITs from 2021-07-30T09:30
Members of the Canadian and US REIT research teams discuss their recent IN Front report which addresses the rapid growth of property technology (PropTech). The team also discusses the state of the ...
ListenMetal Matters: Chinese Policy, Steel Cuts and CBAM from 2021-07-23T09:30
In this short (7 min) Metal Matters podcast, we discuss whether the recent RRR cut signals a Chinese policy change which could influence commodity markets, moving forward the first Fed hike, steel ...
Listen2021 Mid-Year Update from 2021-07-16T09:30
As equity markets head into the second half of 2021, the following podcast provides an update on our forecasts for both the US and Canadian stock markets, with particular attention on the secular b...
ListenMetal Matters: China, Costs and Met Coal from 2021-07-09T09:30
In our inaugural Metal Matters podcast, we consider China’s SRB base metal sales, met coal market tightness, cost inflation and our latest commodities outlook.
BMO clients can view our report, ...
The Oil Sands Survivor Podcast from 2021-07-02T09:30
Oil & Gas Thematic Analyst Jared Dziuba discusses the BMO Energy Research Team’s latest IN Front report: “Survivor Canada: The Unparalleled Position of Canadian Oil in a Transition Challenge.” Agai...
ListenCanadian Banks: Reserve Releases, Revenue Diversification, and Rebounding ROEs (21 min) from 2021-06-11T09:30
In this podcast, Sohrab reviews the Canadian banks’ second quarter results, makes the case why Canadian banks should be outperformers in the next year or so, and draws investors’ attention to Outpe...
ListenFood and Ag Takeaways From the Farm to Market Conference from 2021-05-31T09:30
BMO Capital Markets’ Group Head, Dan Barclay, moderates a discussion on the takeaways from BMO’s 16th Annual Farm to Market Conference across the food and agriculture value chain.
Joel Jackson,...
Ready for Takeoff: Urban Air Mobility Takes Flight from 2021-05-28T09:30
Congested urban landscapes and overburdened ground infrastructures are about to be transformed with a new form of transportation, a scheduled or on-demand air taxi service that can whisk passengers...
ListenA Reality Check on Peak Oil Demand from 2021-05-04T11:00
Oil and Gas Analyst Randy Ollenberger discusses the notion of peak oil demand and what it really means. Randy explains why oil demand is likely to continue to grow over the balance of this decade b...
ListenDigging Into the Ag Chemicals, Fertilizer, and Lithium Markets from 2021-04-09T11:00
Chemicals and Fertilizer Analyst Joel Jackson discusses the latest in ag chemicals, fertilizer, and lithium, and also summarizes his recent in-depth report on digital agriculture. With lower-than-e...
ListenCommodity Pointers From China's Big Policy Meeting from 2021-03-17T08:30
We review the implications of the announcements made at China’s recent NPC meeting, which saw the release of the 14th Five-Year Plan for economic development, for global metals and bulk commodity m...
ListenCOVID-19: The Biden Presidency and What Lies Ahead from 2021-01-26T18:00
With Joe Biden sworn in as the 46th U.S. President, and on the day Canada marked the one-year anniversary of its first confirmed COVID-19 case, BMO hosted a live panel with internal and external ex...
ListenUnderstanding the U.S. Cannabis Market from 2021-01-15T12:00
Cannabis Analyst Tamy Chen discusses recent developments in U.S. cannabis. The U.S. will have a new Democratic President and the Democratic Party will take control of the U.S. Senate. Concurrently ...
ListenCOVID-19: What Comes Next from 2020-12-15T15:45
As Canada and the United States begin the roll-out of a game-changing vaccine against COVID-19, BMO hosted a panel with in-house and external experts to discuss the implications from a health, mark...
ListenOutlook for Canadian Grocery E-Commerce and COVID-19 Impacts from 2020-11-27T12:00
COVID-19 has caused an abrupt channel shift from in-store to grocery e-commerce as consumers act to minimize risk at a minimal incremental fee. As a result, online grocery sales during the pandemic...
ListenTrick or Treat: Dark Stores and Ghost Kitchens from 2020-11-13T12:00
The COVID-19 pandemic is a catalyst for innovations in the retail sector, and we believe that landlords can play a significant role in the new normal. Retailers have raced to refine and rejig their...
ListenCharting Investment in a Biden Presidency from 2020-11-09T23:05
With the votes all but counted, Joe Biden has been named the next president-elect of the United States, but it will be some time before we know the final shape of Congress. BMO Capital Markets host...
ListenEarly U.S. Election Results: What We Know from 2020-11-04T22:15
With the U.S. Presidential election results still hanging in the balance, BMO Capital Markets hosted a client call to discuss investment strategy based on what we know so far. The call, hosted by B...
ListenAccelerating the Inevitable; E-Commerce Adoption Likely Here to Stay from 2020-10-30T11:00
Special Situations Analyst Stephen MacLeod and his Associate, Nevan Yochim, discuss recent developments in e-commerce. E-commerce growth has been, and is expected to continue, outpacing traditional...
Listen5G: It’s a Marathon, but Still a Race from 2020-10-16T11:00
BMO Capital Markets' Telco, Cable, and Media analyst Tim Casey discusses the implications and status of 5G deployment, the path to use cases, and milestones for investors to benchmark from a Canadi...
ListenDid COVID-19 Save Retail? Using the Forced Reset to Refashion Businesses for the Future from 2020-10-02T11:00
For the first time in recent history, retailers are choosing how many stores to open, not how many to close. In this podcast, we delve into our counter-intuitive claim that the pandemic created a (...
ListenInvesting in the New Gold Price Environment from 2020-09-18T17:30
In this podcast, two senior BMO analysts – Colin Hamilton and Brian Quast – examine the new price environment for gold and how companies have responded. After an introduction to our current gold pr...
ListenEducation and the Pandemic Impact from 2020-08-24T18:00
Education analyst Jeff Silber discusses the impact of the pandemic on the education sector. While loath to call any sector a "winner" during the current crisis, education would fit as more schools ...
ListenTrends in Air Freight in a Post-Pandemic World from 2020-07-31T11:00
Over the next 12-24 months, parcel and courier companies are expected to benefit from several demand drivers. A cyclical recovery is expected to support improving B2B shipments while the COVID-19 v...
ListenTakeaways From the Chemicals & Packaging Conference Point to Investment Opportunities from 2020-07-24T11:00
BMO’s industry-leading Materials team explores key takeaways from this year’s record-breaking Chemicals & Packaging Conference, for both corporate and investor attendance. The event, highlighted by...
ListenThe Jury Is Still Out on the Office Sector from 2020-07-17T11:00
Almost overnight, the COVID-19 pandemic has given us a glimpse into the future of work, and introduced a new and potentially material risk to the office market ecosystem. Its impact will be hotly d...
ListenPrescriptions for Success: Key Insights From BMO's 5th Annual Healthcare Conference from 2020-07-03T11:00
Five host analysts from BMO’s 5th Annual Prescriptions for Success Healthcare Conference explore their key takeaways related to multiple value drivers across the healthcare industry along with evol...
ListenRecession Recedes Even as U.S. Infections Surge from 2020-06-30T19:00
This week's special podcast is the 11th in a series highlighting insights on COVID-19 with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an institutional conference...
ListenNorth American Energy Infrastructure: Exploring Key Emerging Trends As We Exit COVID-19 from 2020-06-19T11:00
Equity research analysts Ben Pham, James Thalacker, and Danilo Juvane discuss key emerging trends in the North American pipeline, utility, and renewable sectors, as countries re-engage post COVID-1...
ListenTakeaways From the 15th Annual Farm to Market Conference from 2020-06-09T11:00
Four host analysts from BMO’s 15th Annual Farm to Market Conference explore their takeaways related to the food and agriculture value chain, which they gleaned from presentations, moderated panels,...
ListenWhat Drives Long-Term Valuations in Software/Services and Semiconductors from 2020-06-05T11:00
Software analyst Keith Bachman and Semiconductors analyst Ambrish Srivastava discuss what drives longer-term valuations under their respective coverage. While there are common themes such as free c...
ListenTracking a Vaccine from 2020-05-27T17:30
This week's special podcast is the tenth in a series highlighting insights on coronavirus (COVID-19 virus) with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an ins...
ListenCanadian Seniors Housing in a COVID-19 World from 2020-05-22T11:00
In this episode, Canadian Real Estate analyst Troy MacLean focuses on the long-term implications of the COVID-19 pandemic for the Canadian seniors housing sector. He discusses how the pandemic affe...
ListenTesting the Depths of the COVID Recession from 2020-05-20T14:00
This week's special podcast is the ninth in a series highlighting insights on coronavirus (COVID-19 virus) with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an ins...
ListenMission Critical - Testing Testing from 2020-05-12T14:00
This week's special podcast is the eighth in a series highlighting insights on coronavirus (COVID-19 virus) with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an in...
ListenBrookfield Ecosystem Well Positioned in COVID-19 World from 2020-05-08T11:00
Equity research analysts Sohrab Movahedi, Devin Dodge, and Ben Pham discuss Brookfield Asset Management and its related entities - Brookfield Infrastructure Partners, Brookfield Renewable Partners ...
ListenOn a Track to Re-Open from 2020-04-28T14:00
This week's special podcast is the seventh in a series highlighting insights on coronavirus (COVID-19 virus) with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an i...
ListenWaste Services: Impact and Opportunities From the COVID-19 Slowdown from 2020-04-24T11:00
Business & Industrial Services analyst Jeff Silber and Industrial Products analyst Devin Dodge discuss the impact from COVID-19 on the waste services sector. Though not immune to the current market...
ListenContemplating a Reopening from 2020-04-21T14:00
This week's special podcast is the sixth in a series highlighting insights on coronavirus (COVID-19 virus) with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an ins...
ListenCOVID-19 Outbreak Reaching Peak in U.S., Canada from 2020-04-14T22:45
This week's special podcast is the fifth in a series highlighting insights on coronavirus (COVID-19 virus) with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an ins...
ListenCanadian Banks and Lifecos Facing the COVID-19 Uncertainties From a Position of Strength from 2020-04-09T11:00
Financial Services analysts Tom MacKinnon and Sohrab Movahedi compare the financial positioning of banks and lifecos amid the current coronavirus pandemic to the recent global financial crisis. Whi...
ListenCOVID-19 Outbreak to Peak as Mitigation Weighs from 2020-04-07T14:45
This week's special podcast is the fourth in a series highlighting insights on coronavirus (COVID-19 virus) with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an in...
ListenCOVID-19 - Decrease in the Rate of Increase from 2020-03-31T17:30
As the number of confirmed coronavirus cases and deaths due to COVID-19 jumps across North America, there is reason to believe the rate of increase in fatalities is slowing, Dr. John Whyte, Chief M...
ListenCoronavirus Positioning and the Next Bull Market from 2020-03-27T11:00
Brian G. Belski, Chief Investment Strategist.
There is no denying that a cyclical bear market has begun. Only two primary questions remain: duration and depth of the pain. At this point, anothe...
As the COVID-19 Crisis Deepens, Dr. John Whyte Provides Insights from 2020-03-24T22:15
This week's special podcast is the second in a series highlighting insights on coronavirus (COVID-19 virus) with Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an in...
ListenA BMO COVID-19 Update With Dr. John Whyte from 2020-03-17T23:00
This week’s special podcast highlights insights on coronavirus (COVID-19 virus) shared by Dr. John Whyte, MD and Chief Medical Officer of WebMD. This is an excerpt from an institutional conference ...
ListenInvestors Have a Choice: Faith or Fear from 2020-03-13T11:00
Brian G. Belski, Chief Investment Strategist.
There is no denying that headlines, fear and rhetoric surrounding the coronavirus (COVID-19 virus) have become the primary driver of investment per...
Time to Value Development from 2020-02-28T05:00
Jenny Ma, Canadian Real Estate Analyst, and Gaurav Mathur, Real Estate/REITs Special Projects Analyst. Development and intensification activities have become increasingly important for Canadian ret...
ListenTime to Value Development from 2020-02-28T05:00
Jenny Ma, Canadian Real Estate Analyst, and Gaurav Mathur, Real Estate/REITs Special Projects Analyst. Development and intensification activities have become increasingly important for Canadian ret...
ListenTime to Value Development from 2020-02-28T05:00
Jenny Ma, Canadian Real Estate Analyst, and Gaurav Mathur, Real Estate/REITs Special Projects Analyst.
Development and intensification activities have become increasingly important for Canadian...
How E-Commerce Is Disrupting Last Mile Logistics from 2020-02-13T18:00
Fadi Chamoun, Transportation Analyst&John Stephenson, Special Projects Contributor. Rising e-commerce volumes are increasingly becoming the dominant share of small package delivery volumes, pressur...
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