Bedste Bmo-podcasts (2024)

1
E249 – Fixed Income Positioning After Jumbo BoC Rate Cut 23:57

6d ago23:57

23:57

After another 50-basis point rate cut, the market is weighing where the Bank of Canada’s rate path goes from here. While the latest inflation print south of the border may complicate that trajectory. BMO Portfolio Manager Matt Montemurro, Head of Fixed Income and Equity Index ETFs joins Bipan Rai, Managing Director, BMO ETFs Strategist, and your ho…

1
38 - Will Immigration Cuts Derail Canada’s Economic and Housing Market Recoveries? 20:26

6d ago20:26

20:26

With the federal government taking a surprisingly aggressive approach to curbing immigration, what are the implications for economic growth, the housing market, and the Bank of Canada's interest rate policy? Listen in as BMO Capital Markets Director and Senior Economist Robert Kavcic joins Sal Guatieri in a wide-ranging discussion of the issue. Vis…

1
Dr. Karsonya “Kaye” Wise Whitehead, founding executive director of The Karson Institute for Race, Peace & Social Justice 42:13

9d ago42:13

42:13

From Filmmaker to Radio Trailblazer! You know her voice from the award-winning Today with Dr. Kaye on the radio, but there's so much more to Dr. Karsonya "Kaye" Wise Whitehead’s story. On this episode of the Free to Bmore Podcast, we sit down with Dr. Kaye to discuss her journey from filmmaker to middle school teacher to one of Baltimore’s most inf…

1
E248 – A Deep Dive on Long-Short Strategies 16:47

13d ago16:47

16:47

In this episode, special guest, Lu Lin, and your host, Zayla Saunders, take a deep dive into long-short strategies—revealing why they believe this new era of liquid alternatives is game changer for investors. Zayla Saunders is a Senior Associate for Online Distribution at BMO Exchange Traded Funds. She is joined by Lu Lin, Head of Quantitative Inve…

1
E247 – A Trump 2.0 Economy 20:44

20d ago20:44

20:44

As markets prepare for Trump 2.0, ETF Strategist Bipan Rai, and your host, Erika Toth, draw parallels between the2016 and 2024 economic dynamics, discussing proposed policies, emerging trends, and what to expect going forward. Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management(BMO GAM). She is j…

1
E246 – Investing in New Era of Infrastructure Transformation 29:46

27d ago29:46

29:46

AI, de-carbonization and de-globalization are three of several trends transforming energy infrastructure, heralding a new era of potentially higher growth rates. In this episode, BMO portfolio manager Massimo Bonansinga joins BMO ETFs’ Mark Webster and host Erika Toth to discuss how to access this widening opportunity set. Massimo Bonansinga is Por…

1
E245 – Using ETFs for Tax-Loss Selling Strategies 20:46

1M ago20:46

20:46

As we approach the end of the year, many investors are thinking about tax efficiency within their portfolio. Tax lossselling can have a significant impact on investment strategy and tax planning. In this special episode, your host Erin Allen, Vice President, ETF Online Distribution, BMO ETFs, joins John Waters, Vice President, Director of Tax Consu…

1
37 - Trumponomics II: Will a Red Wave Wash Over the Economy and Markets? 28:23

1M ago28:23

28:23

With the historic U.S. election of 2024 in the books, investors have many questions about the impact on the economy, inflation, interest rates and markets. Senior Economist Sal Guatieri is joined by US Chief Economist Scott Anderson to discuss the implications and provide some clarity on the many moving parts as we approach a second Trump presidenc…

1
E244 – Investing Post-U.S. Election 19:18

1M ago19:18

19:18

Donald Trump has been elected the 47th U.S. president. In this special episode, ETF Strategist Bipan Rai, and yournhost, Erika Toth, recap the results and digest the market’s reaction. They also discuss several vital themes to keep an eye on in the months ahead as the new administration takes office. The episode was recorded live on Thursday, Novem…

1
Senator Ben Cardin 35:18

1M ago35:18

35:18

Senator Ben Cardin, joins the Free to Bmore podcast as he prepares to close out nearly six decades in public service. In this episode, Senator Cardin shares insights into his most meaningful accomplishments, the impact he hopes to leave on Maryland and beyond, and his plans for the future. Tune in for an inspiring conversation with one of Maryland’…

1
E243 – Making Sense of Quality Investing 22:19

2M ago22:19

22:19

In this episode, special guest Paul Riccardella, and your host, Erika Toth, explore the evolution of factor ETFs and delve into all things Quality investing—from the general risk-return profile to the nuts and bolts of MSCI’s methodology, and how the Quality factor holds up in different market environments. BMO MSCI All Country World High Quality I…

1
E242 – Guided Portfolio Strategy Q4 2024 21:15

2M ago21:15

21:15

In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, explore the humming U.S. economy, while Canada’s faces turbulence in the home stretch of 2024. BMO US Dividend ETF (ZDY) BMO S&P US Small Cap Index ETF (ZSML) BMO MSCI USA High Quality Index ETF (ZUQ) BMO Low Volatility US Equity ETF (ZLU) BMO Discount Bond Index ETF (ZDB) BMO Ag…

1
36 - Special Edition: Is AI poised to level up economic growth? 52:58

2M ago52:58

52:58

In this special edition of BMO Smarter Investing, join Vice President and Senior Economist at BMO Capital Markets Erik Johnson as he welcomes Brett Winton, Chief Futurist at ARK Invest. Tune in for Brett's insights on the far-reaching impacts of AI, disruptive technology, how they can affect future investing, and so much more. Visit BMO.com/onlinei…

1
E241 – What to Expect from Interest Rates 17:45

2M ago17:45

17:45

Might we see a jumbo rate cut from the Bank of Canada in October? In today’s episode, Portfolio Manager Matt Montemurro, and your host, Mckenzie Box, examine rate cut expectations for the rest of 2024. They also delve into China’s aggressive stimulus measures. The episode was recorded live on Wed, Oct 9, 2024. ETFs: BMO Aggregate Bond Index ETF (Ti…

1
E240 – A Deep Dive on Currency Strategies 15:40

2M ago15:40

15:40

What is currency hedging? And why does it matter? In this special episode, ETF Strategist Bipan Rai, and your host, Zayla Saunders, take a deep dive into currency strategies, answering your most frequently asked questions and providing two simple takeaways to remember. Zayla Saunders is a Senior Associate for Online Distribution at BMO Exchange Tra…

1
Aaron Dante, Executive Producer and Host Of No Pix After Dark Podcast 35:18

3M ago35:18

35:18

For five years, Aaron Dante has been capturing the heart of Baltimore and beyond with his No Pix After Dark podcast. Now, we're turning the mic on him! In this episode of the Free To Bmore podcast, Aaron shares why Baltimore’s stories deserve a bigger spotlight and what’s next for his journey. Don’t miss this inspiring conversation.…

1
E239 – The Fed Cut. Now What? 16:00

3M ago16:00

16:00

In its September meeting, the U.S. Federal Reserve cut interest rates for the first time in four years. How didmarkets react to the much-anticipated decision? ETF Strategist Bipan Rai, and your host, Erika Toth, delve into the non-standard size move—touching on notable developments and key themes to watch. Erika Toth is a Director of Institutional …

1
35 - Canadian Housing Market Outlook 13:05

3M ago13:05

13:05

There are many forces at play in the Canadian housing market. Affordability, supply, and immigration are three critical ones. How will they unfold to determine where the market is headed? Join BMO Senior Economist Sal Guatieri as he gives some guidance on the outlook for housing in Canada. Visit BMO.com/onlineinvesting for more information and to l…

1
E238 – Decoding Q3 Canadian Bank Earnings 27:16

3M ago27:16

27:16

In this special episode, Sohrab Movahedi, Bipan Rai, and Daniel Stanley take a deep dive into the third quarter earnings from Canada’s Big Six, breaking down recent results and examining five key economic variables. They also discuss what a normalized yield curve environment could mean for banks. Daniel Stanley is the Co-Head of Institutional Sales…

1
34 - Special Edition: Can Young Canadians Get a Foot on the Housing Ladder? 33:21

3M ago33:21

33:21

With the housing market in a difficult state, younger Canadians don't feel confident in their ability to enter it. How long can this be expected to last, and will Millennials and Gen Z be able to secure themselves a future in the housing market? Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Robert Kavcic, Direc…

1
33 - Special Edition: A Budget For Younger Canadians? Sorting Out Myth From Fact 26:47

3M ago26:47

26:47

In recent years, younger Canadians have found it increasingly difficult to save money for the future. The Canadian Government has recently stepped up and announced a budget that will be fair across multiple generations. Is this promising and achievable? Or are they biting off more than they can chew? Join Vice President and Senior Economist at BMO …

1
32 - Special Edition: Demystifying Investing For Young Canadians 38:45

3M ago38:45

38:45

As younger Canadians integrate into new financial responsibilities and choices, it can all seem very confusing when you don't know which step is right. Join Erik Johnson, Vice President and Senior Economist for BMO Capital Markets, and Associate Portfolio Manager & Financial Planner, Pouya Fattahi at BMO Nesbitt Burns as they educate young Canadian…

1
BMORE BEST RIDERS PODCAST S2 EP 11 - SAMBO & SHANK 16:04

3M ago16:04

16:04

WE TALK BIKELIFE CULTURE, FASHION, BUSINESS & MORE! LIKE, SHARE, COMMENT, & SUBSCRIBE!Af BIKELIFE

1
E237 – BMO ETF Q3 Investment Strategy 18:57

3M ago18:57

18:57

As a shifting economic backdrop fans recession fears in the U.S., is a soft landing still on the table? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, analyze the market outlook and discuss our Q3 investment strategy reports. Quarterly Fixed Income Strategy Guided Portfolio Strategy Report ETFs: BMO Low Volatility Canadian Eq…

1
Mark Vivano, Former WJZ-TV Sports Director 38:03

3M ago38:03

38:03

In this episode of the Free To Bmore podcast, we sit down with Baltimore sports broadcasting legend Mark Viviano as he reflects on his 40-year career. Mark shares how it all began, relives some of his most memorable sports moments, and talks about what the future holds for him and his family here in Charm City. Whether you're a sports fan or just l…

1
E236 – What Are ETF Flows Telling Us? 19:07

4M ago19:07

19:07

In this episode, ETF Strategist Bipan Rai, and host, Erika Toth, delve into the latest ETF industry flows and the themes shaping markets amid recent bouts of volatility. BMO S&P 500 Index ETF (Ticker: ZSP) BMO S&P 500 Hedged to CAD Index ETF (Ticker: ZUE) BMO NASDAQ 100 Equity Hedged to CAD Index ETF (Ticker: ZQQ) BMO NASDAQ 100 Equity Index ETF (T…

1
LET YOUR ACTION SPEAK 27:38

4M ago27:38

27:38

Send us a text We have to live by what we do and not just what we say. People are looking for the actions to see Jesus in this life not in what we say. You can some one thing and do the complete opposite.Af Wycal

1
5 Keys of Growth 1:23:01

4M ago1:23:01

1:23:01

Growth is a process within life’s journey! Understanding that growth has key factors that are good for identifying where you currently are. Check it out!

1
E235 – Dissecting Recession Risks 24:28

4M ago24:28

24:28

Is the U.S. heading for a recession? In today’s episode, Portfolio Manager Chris Heakes, ETF Strategist Bipan Rai, and your host, Mckenzie Box, examine key economic indicators and historical trends. They also share defensive strategies to add to your investing toolkit. ETFs mentioned: BMO Short-Term US Treasury Bond Index ETF (Ticker: ZTS) BMO Mid-…

1
31 - China’s Economic Challenges and Outlook 18:07

4M ago18:07

18:07

China is the world’s second-largest economy, which makes it an important market to pay attention to. But, with the housing downturn, the risk of a debt crisis, and the looming threat of a trade war with the US, the Chinese economy is something that investors need to pay even closer attention to right now. Join BMO Senior Economist and Director Art …

1
Iron Strengthens Iron 1:22

4M ago1:22

1:22

Quick conversation about iron strengthening iron.

1
E234 – Fed Cut Could Be Coming. Here’s What to Expect 21:01

5M ago21:01

21:01

In today’s episode, the team scrutinizes the odds of a September Fed cut and discusses ways to get ahead of falling rates.BMO Gold Bullion ETF (Ticker: ZGLD)BMO Equal Weight Global Gold Index ETF (Ticker: ZGD)BMO Aggregate Bond Index ETF (Ticker: ZAG)BMO US Aggregate Bond Index ETF (Ticker: ZUAG)BMO US Equity Buffer Hedged to CAD ETF – October (Tic…

1
E233 – The Case for Global Equities, Today 18:25

5M ago18:25

18:25

Despite several growing risks and ongoing volatility, opportunities persist. In this special episode, BMO Global Asset Management CIO Sadiq Adatia and your host, Mckenzie Box, make a case for global equities. They also discuss the value of an active approach and underscore the importance of asset allocation for long-term performance.ETFs mentioned …

1
E232 – Cathie Wood on Innovation Investing 26:20

5M ago26:20

26:20

From AI to automation, a global technological transformation is underway. In today’s episode, special guests Cathie Wood, Kevin Prins, and your host, Erika Toth, discuss what it could mean for your investments today—and in the future. They also explore adjacent industries positioned to benefit from disruptive innovation and recent developments from…

1
E231 – An Economic Outlook 29:43

5M ago29:43

29:43

There’s no shortage of moving parts or risk factors in today’s environment. In this episode, BMO Senior Economist Jennifer Lee, and your host, Erin Allen, explore the trends to watch as we move forward in 2024—including monetary policy, China’s economy, and the housing market. They also reveal what they believe are the top three risks for do-it-you…

1
E230 – A Deep Dive on AI and the Investment Cycle 32:02

6M ago32:02

32:02

Are we entering a new Industrial Revolution? In today’s episode, special guest Jeremy Yeung, and your host, Mckenzie Box, dive into the booming world of artificial intelligence—touching on the innovative companies at the forefront of AI development, like Nvidia. They also share insights into the BMO Global Equity Team’s unique investment process an…

1
30 - Take It Easier 26:23

6M ago26:23

26:23

The Bank of Canada led the way among G7 countries with its first interest rate cut in over four years. But, the Fed is holding tight for now given stickier U.S. inflation. Join BMO Chief Economist Doug Porter and Senior Economist Sal Guatieri, as they discuss the outlook for rates, inflation and the economy. Visit BMO.com/onlineinvesting for more i…

1
E229 – Understanding Buffer ETFs 17:41

6M ago17:41

17:41

Looking for a shock absorber for your portfolio? In this deep-dive episode, Portfolio Manager Chris McHaney, and your host, McKenzie Box, share how Buffer ETFs can mitigate losses—helping you stay invested during market uncertainty. ETFs mentioned in the podcast:BMO US Equity Buffer Hedged to CAD ETF – October (Ticker: ZOCT)BMO US Equity Buffer Hed…

1
E228 – Decoding Q2 Canadian Bank Earnings 29:41

6M ago29:41

29:41

In this special episode, Sohrab Movahedi, Chris Heakes, and Daniel Stanley break down the second quarter earnings from Canada’s “Big Six,” recapping the recent results and ongoing challenges. They also discuss loan-loss provisions, central bank policy, and reasons for a more optimistic outlook.Daniel Stanley is the Managing Director and Co-Head of …

1
Jack Dwyer, CEO of CFG Bank 34:49

6M ago34:49

34:49

Join us in this episode of the Free to Bmore podcast as we welcome Jack Dwyer, CEO of CFG Bank, the largest bank headquartered in Baltimore. Jack recently introduced the Maryland Tough Baltimore Strong High Yield Money Market Account to support Key Bridge recovery efforts, with CFG Bank matching donations up to $500,000. As the founder of CFG, Jack…

1
E227 – A Deep Dive on Factor ETFs 22:33

6M ago22:33

22:33

In this deep-dive episode, special guests Paul Riccardella, Richard Ho, and your host, Kevin Prins, provide a careful analysis of factor ETFs—from their early history to how they are constructed. They also discuss MSCI’s unique methodology and several prudent ways to avoid value traps.Kevin Prins is the Managing Director and Head of Distribution fo…

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