BMO Equity Research IN Tune
Episodes
Middle East Conflict: In Search of Economic and Market Stability
17 Mar 2026
Contributed by Lukas
On March 17, BMO hosted a discussion on the Middle East conflict and how it is likely to impact the US and Canadian economies, and energy markets. The...
Metal Matters: BMO Special Event: Commodities: Middle East Conflict
10 Mar 2026
Contributed by Lukas
Commodity prices are reacting in a major way to the ongoing conflict in the Middle East. Please join our analysts, Randy Ollenberger, John McNulty, Jo...
Middle East Tensions, Oil Shocks, and What Investors Need to Know
10 Mar 2026
Contributed by Lukas
On March 9th, we sat down with Doug Porter and Randy Ollenberger to examine the market and economic implications of the escalating conflict in the Mid...
Metal Matters: The World Needs More Mining and Demands Better Mining
17 Feb 2026
Contributed by Lukas
In this special Metal Matters podcast, BMO Commodities Analyst Helen Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the rol...
Metal Matters: Delving Into the Macro
21 Nov 2025
Contributed by Lukas
In this episode, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space....
Markets Plus: What’s Next in Economics, Markets and Trade
06 Oct 2025
Contributed by Lukas
With a few months to go in 2025, our expert panel delves into their latest outlook for the US and Canada, exploring GDP, inflation, central bank polic...
Metal Matters: Debating a New Up-Cycle
19 Sep 2025
Contributed by Lukas
In the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the c...
Copper Tariff Surprise
09 Jul 2025
Contributed by Lukas
If enforced, President Trump’s introduction of a 50% tariff on copper could significantly impact global copper pricing, supply chains and inventorie...
What’s Next for Canada? Policy, Economic and Energy Impacts of a New Government
24 Jun 2025
Contributed by Lukas
BMO experts discuss the evolving Canadian political and economic landscape following the election of Prime Minister Mark Carney. Click here for trans...
Markets Plus: Canada’s New Leadership: Navigating Key Challenges and Opportunities
02 May 2025
Contributed by Lukas
In a special episode of the Markets Plus podcast recorded on April 30, Camilla Sutton, Managing Director and Head of Equity Research, Canada & UK, BMO...
Markets Plus: 2025 Canadian Election
30 Apr 2025
Contributed by Lukas
On April 28, Canadians elected Members of Parliament to represent them in the House of Commons. The following day, BMO hosted a discussion to cover th...
Markets Plus: Industry in Focus: How Trade Volatility is Affecting Manufacturing
21 Apr 2025
Contributed by Lukas
The ongoing uncertainty around U.S. tariffs on foreign goods is affecting business leaders across all industries. On April 17, BMO hosted a discussion...
Sustainability Leaders: Critical Minerals Investment Outlook
26 Feb 2025
Contributed by Lukas
Critical minerals are essential inputs in modern energy and high-tech applications, including batteries, energy storage and infrastructure, and nation...
Metals & Mining: Shedding Light on a Sustainable Future
21 Feb 2025
Contributed by Lukas
How is the metals and mining industry driving sustainable development? Rohitesh Dhawan, CEO and President of the International Council on Mining and M...
Markets Plus: US-Canada Tariffs: The Economic and Market Impacts
06 Feb 2025
Contributed by Lukas
Michael Gregory, Deputy Chief Economist and Head of US Economics, discusses how tariffs and the ongoing uncertainty around them impacts the outlook fo...
Impact of U.S. Tariffs on Canada's Economy, Equities, Oil, Autos, and Banks
03 Feb 2025
Contributed by Lukas
How will U.S. Tariffs on Canada impact the economy, equities, oil & gas, autos, and banks? Join us for a 25-minute discussion/videocast/podcast with B...
Markets Plus: The Trump Tariff Threat
10 Dec 2024
Contributed by Lukas
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...
Markets Plus: The Election Effect: What’s Next for the Economy, Markets and Interest Rates?
07 Nov 2024
Contributed by Lukas
How will an altered political landscape in Washington affect the U.S. fundamental outlook? Camilla Sutton, BMO Capital Markets Managing Director, Head...
Navigating the U.S. Election Outcomes From a Macro Lens
18 Oct 2024
Contributed by Lukas
As we prepare for the upcoming US Presidential election, we spend some time with five of our BMO Capital Markets experts who run through how they see ...
The AI + Data Center Build Out: Sustainability Impacts, Second Order Beneficiaries
16 Jul 2024
Contributed by Lukas
During this podcast Doug Morrow, ESG Analyst, takes the listening through how the AI/data center build out is contributing to a new era of electricity...
How to be a Better Energy Investor
08 Jul 2024
Contributed by Lukas
All to often, energy investors focus on the commodity but for mid-cap Oil & Gas companies, share price performance is more determined by evolving comp...
Food, Ag, Fertilizer, and ESG From BMO’s 19th Annual Farm to Market Conference
28 May 2024
Contributed by Lukas
This episode of INTune delves into the takeaways from BMO’s 19th Annual Farm to Market Conference and stretches across the food and agriculture valu...
Investment Ideas for Climate Change: Discussing the BMO Climate Opportunities Screen
22 May 2024
Contributed by Lukas
In this edition of BMO’s INTune podcast series, we sit down with Doug Morrow and Devin Dodge from BMO’s Equity Research team to discuss the BMO Cl...
Dollarcity 101: Resonating So Far With Runway for Growth
24 Apr 2024
Contributed by Lukas
Tamy Chen and Emily Foo join this edition of our IN Tune podcast to discuss their recent report entitled “Dollarcity 101: Resonating So Far With Run...
BMO Sustainability Leaders: The Role of Responsible Mining
01 Mar 2024
Contributed by Lukas
This week we have a special episode of IN Tune sharing a podcast from BMO’s Sustainability Leaders that aired on February 20, 2024. Colin Hamilton, ...
Metal Matters: Conference Crescendo
23 Feb 2024
Contributed by Lukas
In this episode we preview BMO’s 33rd Global Metals, Mining and Critical Minerals conference, and discuss the annual zinc treatment charge negotiati...
Metal Matters: The Old Guard Step Up for 2024
15 Dec 2023
Contributed by Lukas
In this episode we discuss our expectations for metal and bulk commodity markets into 2024, a new era for gold, and why we see a tighter copper market...
Metal Matters: U Kids on the Block at the World Nuclear Symposium
01 Sep 2023
Contributed by Lukas
In this special podcast we discuss the outlook for uranium ahead of the World Nuclear Symposium in London, covering market dynamics, current sentiment...
FedEx: Deeper & Bolder DRIVE Needed
31 Jul 2023
Contributed by Lukas
Fadi Chamoun and John Stephenson join this edition of our IN Tune podcast to discuss their recent report on FedEx and its well-received cost reduction...
Food, Ag, Fertilizer, and ESG from BMO’s 18th Annual Farm to Market Conference
30 May 2023
Contributed by Lukas
BMO Capital Markets’ CEO & Group Head, Dan Barclay, moderates a discussion on the takeaways from BMO’s 18th Annual Farm to Market Conference acros...
The Canadian 2023 REIT Outlook | Something’s Gotta Give
06 Jan 2023
Contributed by Lukas
Mike Markidis, MD & BMO REITs Analysts walks us through his 2023 outlook. He suggests that higher interest rates have him more cautious, particularly ...
BMO Radicle and the World of Carbon Credits
21 Dec 2022
Contributed by Lukas
In this episode of IN Tune, we are joined by Doug Morrow, ESG Analyst; Rachel Walsh, Carbon Innovation Analyst; Saj Shapiro, Head, BMO Radicle; and Ch...
Best of BMO | Our Best Mining Ideas for 2023
09 Dec 2022
Contributed by Lukas
The Best of BMO is our quarterly compilation of our broad macro views, as well as our best stock ideas for the next 12 months. Essentially, it is an e...
Analyzing Climate Change Risk for US REITs
18 Nov 2022
Contributed by Lukas
In this edition of our IN Tune podcast, we sit down with Doug Morrow and Juan Sanabria from BMO’s equity research team to discuss the key findings f...
BAM Spin Mechanics & Alternatives in a Higher Rate Environment
04 Nov 2022
Contributed by Lukas
Recorded on October 31st, Sohrab Movahedi and Etienne Ricard join our IN Tune podcast to discuss their recent report "Spin Mechanics", covering Brookf...
Discussing ESG Trends in the Base Metal and Diversified Mining Industries
28 Oct 2022
Contributed by Lukas
In this episode of our IN Tune podcast we sit down with Doug Morrow, BMO’s Director of ESG Strategy, to go over the key findings from the department...
The Voluntary Carbon Market: International Market of Mystery
30 Sep 2022
Contributed by Lukas
There has been a lot of buzz around the voluntary carbon market over the past few years given increased interest in corporate carbon offsetting to hel...
Battery Materials: Raising EV Sales, and What It Means for Lithium and Other Key Battery Metals
16 Sep 2022
Contributed by Lukas
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 im...
Best of BMO Equity Ideas, Q322
09 Sep 2022
Contributed by Lukas
BMO clients can view our report, “Best of BMO Q322” by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e165cee3-dced-46c4-942a-df...
On-Farm Carbon and Emissions Management May Prove a Benefit, But Could Be a Burden
26 Aug 2022
Contributed by Lukas
With agricultural related GHG emissions accounting for about quarter of global emissions, conversations around the role of farming in carbon and emiss...
Food, Ag, Fertilizer, and ESG From the Lens of BMO’s Farm to Market Conference
25 May 2022
Contributed by Lukas
BMO Capital Markets’ Group Head, Dan Barclay, moderates a discussion on the takeaways from BMO’s 17th Annual Farm to Market Conference across the ...
The Outer Limits: Exploring the Cost (Opportunity) of Canada’s Net Zero ‘Pathways’
01 Apr 2022
Contributed by Lukas
Oil & Gas Thematic Analyst Jared Dziuba discusses the BMO Energy Research Team’s latest IN Front report: “Outer Limits: Exploring the Cost (Opport...
Best of BMO Q1/22
18 Mar 2022
Contributed by Lukas
The Best of BMO is our quarterly compilation of our broad macro views, as well as our best stock ideas for the next 12 months. Essentially, it is an e...
Metal Matters: Confusion and Chaos
11 Mar 2022
Contributed by Lukas
In this short (10 min) Metal Matters podcast, we discuss feedback from BMO’s Global Metals & Mining Conference, how supply disruptions can result in...
The Future of Food: The Past, The Present, The Future of Plant-Based Meat
18 Feb 2022
Contributed by Lukas
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 ...
BMO’s 2022 Outlook for Canadian Oil & Gas Sector
04 Feb 2022
Contributed by Lukas
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...
Analyzing Drivers of Value in an IFRS 17 World
21 Jan 2022
Contributed by Lukas
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 d...
CCUS: The Next Gamechanger to De-carbonize Canada’s Oil & Gas Industry
22 Dec 2021
Contributed by Lukas
Carbon, Capture, Usage and Storage (CCUS) represents one of the best near-term opportunities to reduce C02 emissions, particularly as Canada looks to ...
BMO Smarter Investing - What does the economy look like for Canada, the US, and Europe in 2022?
21 Dec 2021
Contributed by Lukas
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...
On Track: Railroads Innovating for the Long Haul
10 Dec 2021
Contributed by Lukas
The rail industry is innovating on several fronts with pilot projects to assess alternative fuels for locomotion, automated track and railcar inspecti...
Crypto 101: Making Sense of Blockchain and Cryptocurrencies
22 Nov 2021
Contributed by Lukas
Are cryptocurrencies a scam or a new form of digital gold? Are they investments or speculative assets? We speak with BMO Technology Analyst, Deepak Ka...
BMO Smarter Investing - The Rise of Inflation: Who wins and who gets hurt the most
19 Nov 2021
Contributed by Lukas
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...
Economics of Online Grocery in Canada: Who’s Doing What and How to Win?
05 Nov 2021
Contributed by Lukas
With the acceleration during COVID-19, online grocery is here to stay. How are the Canadian Grocers addressing this growing segment of the grocery mar...
Metal Matters: Copper’s Big Move and Critical Metals
29 Oct 2021
Contributed by Lukas
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 s...
2021 - We Are in the Home Stretch
22 Oct 2021
Contributed by Lukas
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 an...
Metal Matters: LME Feedback and Rethinking Long-Run Copper
15 Oct 2021
Contributed by Lukas
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 co...
An Update on BMO Equity Research’s ESG Initiative
08 Oct 2021
Contributed by Lukas
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 t...
Metal Matters: Power Policy and Price Updates
01 Oct 2021
Contributed by Lukas
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 fro...
Metal Matters: China’s Credit vs. Coal Conundrum
17 Sep 2021
Contributed by Lukas
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 ...
Accelerating EV Sales, and What It Means for Lithium and Other Battery Metals
10 Sep 2021
Contributed by Lukas
BMO Capital Markets recently increased its electric vehicle (EV) penetration forecasts to 7% this year, and 15% by 2025, with important spillover impa...
Metal Matters: Conference Season Kicks Off
03 Sep 2021
Contributed by Lukas
In this short (8 min) Metal Matters podcast we discuss the upcoming World Nuclear Association and Denver Gold conferences, the electric vehicle upgrad...
Canadian Wealth & Asset Management – Banks vs. Independents
27 Aug 2021
Contributed by Lukas
The Canadian Investment Funds Industry is a mature and saturated marketplace. The wealth management operations of the Canadian banks, with a leading a...
Metal Matters: Chinese Capacity, COP, and Capex Discipline
20 Aug 2021
Contributed by Lukas
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 productio...
Modern Mining: Ore Sorting Technology
13 Aug 2021
Contributed by Lukas
The mining industry doesn’t always have a reputation for being an early adopter of leading-edge technology. But innovations will be increasingly imp...
BMO Expert Event: Key Issues for China’s Economy in H2 With PRC Macro
10 Aug 2021
Contributed by Lukas
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...
Metal Matters: Free Cash, Copper in Chile and a Different China Commodities Delta
06 Aug 2021
Contributed by Lukas
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 coppe...
The Emergence of PropTech and Trends in US REITs
30 Jul 2021
Contributed by Lukas
Members of the Canadian and US REIT research teams discuss their recent IN Front report which addresses the rapid growth of property technology (PropT...
Metal Matters: Chinese Policy, Steel Cuts and CBAM
23 Jul 2021
Contributed by Lukas
In this short (7 min) Metal Matters podcast, we discuss whether the recent RRR cut signals a Chinese policy change which could influence commodity mar...
2021 Mid-Year Update
16 Jul 2021
Contributed by Lukas
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 mark...
Metal Matters: China, Costs and Met Coal
09 Jul 2021
Contributed by Lukas
In our inaugural Metal Matters podcast, we consider China’s SRB base metal sales, met coal market tightness, cost inflation and our latest commoditi...
The Oil Sands Survivor Podcast
02 Jul 2021
Contributed by Lukas
Oil & Gas Thematic Analyst Jared Dziuba discusses the BMO Energy Research Team’s latest IN Front report: “Survivor Canada: The Unparalleled Positi...
Canadian Banks: Reserve Releases, Revenue Diversification, and Rebounding ROEs (21 min)
11 Jun 2021
Contributed by Lukas
In this podcast, Sohrab reviews the Canadian banks’ second quarter results, makes the case why Canadian banks should be outperformers in the next ye...
Food and Ag Takeaways From the Farm to Market Conference
31 May 2021
Contributed by Lukas
BMO Capital Markets’ Group Head, Dan Barclay, moderates a discussion on the takeaways from BMO’s 16th Annual Farm to Market Conference across the ...
Ready for Takeoff: Urban Air Mobility Takes Flight
28 May 2021
Contributed by Lukas
Congested urban landscapes and overburdened ground infrastructures are about to be transformed with a new form of transportation, a scheduled or on-de...
A Reality Check on Peak Oil Demand
04 May 2021
Contributed by Lukas
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 con...
Digging Into the Ag Chemicals, Fertilizer, and Lithium Markets
09 Apr 2021
Contributed by Lukas
Chemicals and Fertilizer Analyst Joel Jackson discusses the latest in ag chemicals, fertilizer, and lithium, and also summarizes his recent in-depth r...
Commodity Pointers From China's Big Policy Meeting
17 Mar 2021
Contributed by Lukas
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 de...
ESG Performance in the Canadian Real Estate Industry
26 Feb 2021
Contributed by Lukas
BMO Capital Markets ESG Strategist, Doug Morrow and Real Estate Analyst, Jenny Ma, run through the highlights of their most recent report: Building Mo...
COVID-19: The Biden Presidency and What Lies Ahead
26 Jan 2021
Contributed by Lukas
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 ho...
Understanding the U.S. Cannabis Market
15 Jan 2021
Contributed by Lukas
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...
COVID-19: What Comes Next
15 Dec 2020
Contributed by Lukas
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 ...
Outlook for Canadian Grocery E-Commerce and COVID-19 Impacts
27 Nov 2020
Contributed by Lukas
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 r...
2021 Market Outlook – The Year Ahead for the U.S. and Canada
20 Nov 2020
Contributed by Lukas
Unprecedented, unrivaled, unparalleled, and incomparable are all adjectives that can be used to described life in 2020, let alone equity markets in th...
Trick or Treat: Dark Stores and Ghost Kitchens
13 Nov 2020
Contributed by Lukas
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....
Charting Investment in a Biden Presidency
09 Nov 2020
Contributed by Lukas
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 fi...
Early U.S. Election Results: What We Know
04 Nov 2020
Contributed by Lukas
With the U.S. Presidential election results still hanging in the balance, BMO Capital Markets hosted a client call to discuss investment strategy base...
Accelerating the Inevitable; E-Commerce Adoption Likely Here to Stay
30 Oct 2020
Contributed by Lukas
Special Situations Analyst Stephen MacLeod and his Associate, Nevan Yochim, discuss recent developments in e-commerce. E-commerce growth has been, and...
5G: It’s a Marathon, but Still a Race
16 Oct 2020
Contributed by Lukas
BMO Capital Markets' Telco, Cable, and Media analyst Tim Casey discusses the implications and status of 5G deployment, the path to use cases, and mile...
Did COVID-19 Save Retail? Using the Forced Reset to Refashion Businesses for the Future
02 Oct 2020
Contributed by Lukas
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 counte...
Investing in the New Gold Price Environment
18 Sep 2020
Contributed by Lukas
In this podcast, two senior BMO analysts – Colin Hamilton and Brian Quast – examine the new price environment for gold and how companies have resp...
Education and the Pandemic Impact
24 Aug 2020
Contributed by Lukas
Education analyst Jeff Silber discusses the impact of the pandemic on the education sector. While loath to call any sector a "winner" during the curre...
Trends in Air Freight in a Post-Pandemic World
31 Jul 2020
Contributed by Lukas
Over the next 12-24 months, parcel and courier companies are expected to benefit from several demand drivers. A cyclical recovery is expected to suppo...
Takeaways From the Chemicals & Packaging Conference Point to Investment Opportunities
24 Jul 2020
Contributed by Lukas
BMO’s industry-leading Materials team explores key takeaways from this year’s record-breaking Chemicals & Packaging Conference, for both corporate...
The Jury Is Still Out on the Office Sector
17 Jul 2020
Contributed by Lukas
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 offi...
Prescriptions for Success: Key Insights From BMO's 5th Annual Healthcare Conference
03 Jul 2020
Contributed by Lukas
Five host analysts from BMO’s 5th Annual Prescriptions for Success Healthcare Conference explore their key takeaways related to multiple value drive...
Recession Recedes Even as U.S. Infections Surge
30 Jun 2020
Contributed by Lukas
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...
North American Energy Infrastructure: Exploring Key Emerging Trends As We Exit COVID-19
19 Jun 2020
Contributed by Lukas
Equity research analysts Ben Pham, James Thalacker, and Danilo Juvane discuss key emerging trends in the North American pipeline, utility, and renewab...
Takeaways From the 15th Annual Farm to Market Conference
09 Jun 2020
Contributed by Lukas
Four host analysts from BMO’s 15th Annual Farm to Market Conference explore their takeaways related to the food and agriculture value chain, which t...
What Drives Long-Term Valuations in Software/Services and Semiconductors
05 Jun 2020
Contributed by Lukas
Software analyst Keith Bachman and Semiconductors analyst Ambrish Srivastava discuss what drives longer-term valuations under their respective coverag...
Tracking a Vaccine
27 May 2020
Contributed by Lukas
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 O...