Markets Plus

BMO
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Feb 22, 2024 • 13min

What Was Interesting at Indaba: BMO Equity Research Explains

In this episode from BMO Equity Research Metal Matters Podcast, Colin Hamilton, Commodities Analyst at BMO Capital Markets, discusses key takeaways from the recent Mining Indaba conference in Cape Town, and developing trends in the industry.
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Feb 6, 2024 • 25min

Hopeful on Housing: Views from the North

In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins Ben Reitzes to share his insights on the outlook for the Canadian housing market, reaction to last week’s Bank of Canada policy announcement, and his thoughts on the upcoming provincial budget season.
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Jan 31, 2024 • 18min

How NASA and IBM Are Using Geospatial Data and AI to Analyze Climate Risks

Michael Torrance sat down with Kevin Murphy, Chief Science State Officer at NASA, and Raghu Ganti, Principal Research Scientist at IBM Research, to discuss how data collection strategies are helping to develop and improve geospatial models, creating opportunities to better understand environmental risks. 
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Jan 17, 2024 • 17min

Government Bond Work: Macro Horizons

In this episode from Macro Horizons, Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for week of January 16th, 2024.
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Dec 19, 2023 • 19min

Understanding the Inner Workings of AI: Part 2

Listen to part two of our two-part series around artificial intelligence featuring Rosa van den Beemt, director of stewardship in Responsible Investment at BMO Global Asset Management, and Ebrahim Bagheri, professor at Toronto Metropolitan University.
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Dec 12, 2023 • 26min

Understanding the Inner Workings of AI: Part 1

“The excitement around artificial intelligence comes from the fact that the machines now don't need humans' explicit instructions, but rather they look at past historical patterns based on historical data, and learn how to do those things themselves.” Listen to part one of our two-part series with Rosa van den Beemt, Director of Stewardship in Responsible Investment at BMO Global Asset Management, and Ebrahim Bagheri, professor at Toronto Metropolitan University, formerly known as Ryerson.
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Nov 30, 2023 • 21min

For the Birds: Macro Horizons

In this episode from Macro Horizons, Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the week of November 27th, 2023.
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Nov 17, 2023 • 22min

Who to Believe? Views from the North

On this episode from Views from the North, host Ben Reitzes is joined by Darren Campbell, BMO’s head of FICC investor sales Canada, to discuss the ongoing volatility in fixed income markets, what risk assets are telling us, whether central bank are really done with hikes and his favourite trade ideas as we head into calendar year end.
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Nov 7, 2023 • 21min

The Canadian Conundrum: Views from the North

In this episode from Views from the North, host Ben Reitzes is joined by Doug Porter, BMO’s Chief Economist, to discuss the Bank of Canada’s decision to stay on hold, his upcoming piece on Canadian productivity, along with the potential financial implications.
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Oct 27, 2023 • 17min

2024 Canada Economic Outlook: Yielding to Reality

This episode examines how we got here and the factors that will continue to drive the Canadian economy for the next 12 months.

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