Coal Fired Up (30 min)

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

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 may have on the wider metals cycle. Episode transcript: https://research-ca.bmocapit ...  Show more

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

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 ...

Kristina Hooper, Chief Global Market Strategist at Invesco, gives her market outlook. Tableau CEO, Mark Nelson, discusses the future of enterprise technology and how analytics can transform business. Brad McMillan, Chief Investment Officer for Commonwealth Financial Network, disc ...  Show more