Flows and Fundamentals

We discuss drivers behind the renewed rally in copper and gold prices, the quiet outperformance of the underdog metal, zinc, and why iron ore is causing a stir in the trading world. We talk through the high degree of uncertainty around the outcome for US copper tariffs, with bets ...  Show more

Helen Amos is joined by George Heppel and Max Yerrill to discuss the rise of critical minerals as an investment theme. They explore how geopolitical tensions, supply chain security concerns, and government policy have accelerated investor interest in commodities such as rare eart ...  Show more

China, the leveraged loan market, Netflix and the Los Angeles Dodgers utility-man (why not?) headline another scintillating investment discussion. 

0:00 "Maximum" Max #Muncy and value investing

1:53 Cracks in the #China facade

5:19 Debt or equity?  The #Ne ...

In this episode, co-founder Piers Curran provides his latest insight into what's happening in global markets right now. 

From fluctuating expectations on when the US central bank will cut interest rates to why commodities like gold and copper have been soaring o ...

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

In this episode, Anthony Cheung and Stephen Barnett discuss Nvidia's recent earnings report, the implications of Trump's return on M&A activity, and the role of activist investors in corporate strategy. 

A great conversation connecting corporate finance theo ...