BMO Equity Research IN Tune

IN Tune is a podcast series featuring Equity Research analysts from BMO Capital Markets. Our shows explore key emerging themes, trends, and issues which are important to our institutional clients globally. Visit our website at https://researchglobal0.bmocapitalmarkets.com/

Business
Investing
1
The Voluntary Carbon Market: International Mark...
Rachel Walsh, Carbon Innovation Analyst
16 min
2
Battery Materials: Raising EV Sales, and What I...
Robin Fiedler, CFA, Battery Materials Analyst, Joel Jackson, P.Eng., CFA, Fertilizers and Chemicals Analyst, Colin Hamilton, Commodities Analyst
15 min
3
Best of BMO Equity Ideas, Q322
Equity Research Team
25 min
4
On-Farm Carbon and Emissions Management May Pro...
Joel Jackson, P.Eng., CFA, Fertilizers & Chemicals Analyst
11 min
5
Food, Ag, Fertilizer, and ESG From the Lens of ...
Joel Jackson, Fertilizers and Chemicals Analyst; Ken Zaslow, Food & Agribusiness Analyst; Doug A. Morrow, ESG Strategist
21 min
6
The Outer Limits: Exploring the Cost (Opportuni...
26 min
7
Best of BMO Q1/22
Equity Research Team
25 min
8
Metal Matters: Confusion and Chaos
Colin Hamilton, Commodities Analyst
10 min
9
The Future of Food: The Past, The Present, The ...
Kenneth B. Zaslow, CFA, Food & Agribusiness Analyst
14 min
10
BMO’s 2022 Outlook for Canadian Oil & Gas Sector
Ray Kwan, P.Eng.& Randy Ollenberger Oil & Gas Sector
20 min
11
Analyzing Drivers of Value in an IFRS 17 World
Tom MacKinnon, Insurance/Asset Mgrs/Div Financials, FSA, FCIA
15 min
12
CCUS: The Next Gamechanger to De-carbonize Cana...
Ben Pham, CFA, Energy Infrastructure Analyst; John Gibson, CFA, Oil & Gas CDN Services Analyst; Doug A. Morrow, ESG Strategist
18 min
13
BMO Smarter Investing - What does the economy l...
BMO Economists Sal Guatieri, Douglas Porter, Jennifer Lee, and special guest Benjamin Reitzes
21 min
14
On Track: Railroads Innovating for the Long Haul
Fadi Chamoun, Transportation Analyst & John Stephenson, Special Projects Contributor
15 min
15
Crypto 101: Making Sense of Blockchain and Cryp...
Deepak Kaushal, P.Eng., CFA, Technology Analyst
29 min
16
BMO Smarter Investing - The Rise of Inflation: ...
BMO Economists Douglas Porter and Sal Guatieri
20 min
17
Economics of Online Grocery in Canada: Who’s Do...
Peter Sklar, CPA, CA; Tamy Chen, CFA; Emily Foo, CFA
16 min
18
Metal Matters: Copper’s Big Move and Critical M...
Colin Hamilton, Commodities Analyst
8 min
19
2021 - We Are in the Home Stretch
Brian G. Belski, Chief Investment Strategist
18 min
20
Metal Matters: LME Feedback and Rethinking Long...
Colin Hamilton, Commodities Analyst
7 min
21
An Update on BMO Equity Research’s ESG Initiative
Doug Morrow, ESG Strategist
21 min
22
Metal Matters: Power Policy and Price Updates
Colin Hamilton, Commodities Analyst
7 min
23
Metal Matters: China’s Credit vs. Coal Conundrum
Colin Hamilton, Commodities Analyst
9 min
24
Accelerating EV Sales, and What It Means for Li...
Joel Jackson, Fertilizers & Chemicals Analyst; Robin Fiedler, Battery Materials Analyst; Colin Hamilton, Global Commodities Analyst
15 min
25
Metal Matters: Conference Season Kicks Off
Colin Hamilton, Commodities Analyst
8 min
26
Canadian Wealth & Asset Management – Banks vs. ...
Tom MacKinnon, Insurance/Asset Managers/Diversified Financials Analyst & Sohrab Movahedi, Canadian Banks Analyst
15 min
27
Metal Matters: Chinese Capacity, COP, and Capex...
Colin Hamilton, Commodities Analyst
6 min
28
Modern Mining: Ore Sorting Technology
Jackie Przybylowski, P.Eng., CFA
23 min
29
BMO Expert Event: Key Issues for China’s Econom...
Colin Hamilton, Global Commodities Analyst
76 min
30
Metal Matters: Free Cash, Copper in Chile and a...
Colin Hamilton, Commodities Analyst
5 min
31
The Emergence of PropTech and Trends in US REITs
John P. Kim, US Real Estate Analyst, Juan C. Sanabria, US Real Estate Analyst, and Gaurav Mathur, Special Projects Analyst
19 min
32
Metal Matters: Chinese Policy, Steel Cuts and CBAM
Colin Hamilton, Commodities Analyst
7 min
33
2021 Mid-Year Update
Brian G. Belski, Chief Investment Strategist
13 min
34
Metal Matters: China, Costs and Met Coal
Colin Hamilton, Commodities Analyst
6 min
35
The Oil Sands Survivor Podcast
Jared Dziuba, Oil & Gas Market Specialist
27 min
36
Canadian Banks: Reserve Releases, Revenue Diver...
Sohrab Movahedi, Canadian Banks Analyst
20 min
37
Food and Ag Takeaways From the Farm to Market C...
Joel Jackson, Fertilizers and Chemicals Analyst; Ken Zaslow, Food & Agribusiness Analyst; Kelly Bania, Food Retailers Analyst
22 min
38
Ready for Takeoff: Urban Air Mobility Takes Flight
Fadi Chamoun, Transportation Analyst & John Stephenson, Special Projects Contributor
13 min
39
A Reality Check on Peak Oil Demand
Randy Ollenberger, Oil & Gas Analyst
20 min
40
Digging Into the Ag Chemicals, Fertilizer, and ...
Joel Jackson, Fertilizers & Chemicals Analyst
18 min
41
Commodity Pointers From China's Big Policy Meeting
Colin Hamilton, Global Commodities Analyst
23 min
42
ESG Performance in the Canadian Real Estate Ind...
Doug Morrow, ESG Strategist, and Jenny Ma, Canadian Real Estate Analyst
30 min
43
COVID-19: The Biden Presidency and What Lies Ahead
Brian G. Belski, Chief Investment Strategist
35 min
44
Understanding the U.S. Cannabis Market
Tamy Chen, CFA, Cannabis Analyst
19 min
45
COVID-19: What Comes Next
Brian G. Belski, Chief Investment Strategist
29 min
46
Outlook for Canadian Grocery E-Commerce and COV...
Peter Sklar, CPA, CA, Retailing/Consumer Analyst, and Emily Foo, CFA, Retailing/Consumer Associate
17 min
47
2021 Market Outlook – The Year Ahead for the U....
Brian G. Belski, Chief Investment Strategist
15 min
48
Trick or Treat: Dark Stores and Ghost Kitchens
Jenny Ma, Canadian Real Estate Analyst, and Gaurav Mathur, Real Estate/REITs Special Projects Analyst
19 min
49
Charting Investment in a Biden Presidency
Brian G. Belski, Chief Investment Strategist
23 min
50
Early U.S. Election Results: What We Know
Brian G. Belski, Chief Investment Strategist
21 min
51
Accelerating the Inevitable; E-Commerce Adoptio...
Stephen MacLeod, Special Situations Analyst and Nevan Yochim, Special Situations Associate
18 min
52
5G: It’s a Marathon, but Still a Race
Tim Casey, CFA - Telecom/Media/Cable Analyst
26 min
53
Did COVID-19 Save Retail? Using the Forced Rese...
Simeon Siegel, Retail & Services Analyst
29 min
54
Investing in the New Gold Price Environment
Colin Hamilton, Global Commodities Analyst & Brian Quast, Precious Metals Analyst
18 min
55
Education and the Pandemic Impact
Jeff Silber, Business & Industrial Services and Education Analyst
27 min
56
Trends in Air Freight in a Post-Pandemic World
Fadi Chamoun, Transportation Analyst & Alanna Yontef, Senior Associate
8 min
57
Takeaways From the Chemicals & Packaging Confer...
Mark Wilde, Packaging & Forest Products Analyst, and John McNulty, US Chemicals Analyst
15 min
58
The Jury Is Still Out on the Office Sector
Jenny Ma, Canadian Real Estate Analyst, and Gaurav Mathur, Real Estate/REITs Special Projects Analyst
16 min
59
Prescriptions for Success: Key Insights From BM...
Equity research analysts Gary Nachman, Matt Luchini, George Farmer, Do Kim and Matt Borsch
38 min
60
Recession Recedes Even as U.S. Infections Surge
Brian G. Belski, Chief Investment Strategist, Dr. John Whyte, Chief Medical Officer, WebMD & Michael Gregory, Deputy Chief Economist
30 min
61
North American Energy Infrastructure: Exploring...
Equity research analysts Ben Pham, James Thalacker, and Danilo Juvane
21 min
62
Takeaways From the 15th Annual Farm to Market C...
Equity research analysts Joel Jackson, Ken Zaslow, Kelly Bania, and Andrew Strelzik
23 min
63
What Drives Long-Term Valuations in Software/Se...
Keith Bachman, Software & IT Services Analyst, and Ambrish Srivastava, Semiconductors Analyst
14 min
64
Tracking a Vaccine
Brian G. Belski, Chief Investment Strategist & Dr. John Whyte, Chief Medical Officer, WebMD
23 min
65
Canadian Seniors Housing in a COVID-19 World
Troy MacLean, Canadian Real Estate Analyst
13 min
66
Testing the Depths of the COVID Recession
Brian G. Belski, Chief Investment Strategist & Dr. John Whyte, Chief Medical Officer, WebMD
19 min
67
Mission Critical - Testing Testing
Brian G. Belski, Chief Investment Strategist & Dr. John Whyte, Chief Medical Officer, WebMD
18 min
68
Brookfield Ecosystem Well Positioned in COVID-1...
Equity research analysts Sohrab Movahedi, Devin Dodge, and Ben Pham
22 min
69
On a Track to Re-Open
Brian G. Belski, Chief Investment Strategist & Dr. John Whyte, Chief Medical Officer, WebMD
32 min
70
Waste Services: Impact and Opportunities From t...
Jeff Silber, Business & Industrial Services Analyst, and Devin Dodge, Industrial Products Analyst
28 min
71
Contemplating a Reopening
Brian G. Belski, Chief Investment Strategist & Dr. John Whyte, Chief Medical Officer, WebMD
19 min
72
COVID-19 Outbreak Reaching Peak in U.S., Canada
Brian G. Belski, Chief Investment Strategist & Dr. John Whyte, Chief Medical Officer, WebMD
15 min
73
Canadian Banks and Lifecos Facing the COVID-19 ...
Sohrab Movahedi, Canadian Banks Analyst, and Tom MacKinnon, Insurance/Diversified Financials Analyst
23 min
74
COVID-19 Outbreak to Peak as Mitigation Weighs
Brian G. Belski, Chief Investment Strategist, Dr. John Whyte, Chief Medical Officer, WebMD & George Farmer, Ph.D., Biotechnology Analyst
34 min
75
COVID-19 - Decrease in the Rate of Increase
Brian G. Belski, Chief Investment Strategist & Dr. John Whyte, Chief Medical Officer, WebMD
23 min
76
Coronavirus Positioning and the Next Bull Market
Brian G. Belski, Chief Investment Strategist
30 min
77
As the COVID-19 Crisis Deepens, Dr. John Whyte ...
Brian G. Belski, Chief Investment Strategist & Dr. John Whyte, Chief Medical Officer, WebMD
21 min
78
A BMO COVID-19 Update With Dr. John Whyte
Brian G. Belski, Chief Investment Strategist & Dr. John Whyte, Chief Medical Officer, WebMD
17 min
79
Investors Have a Choice: Faith or Fear
Brian G. Belski, Chief Investment Strategist
16 min
80
Time to Value Development
Jenny Ma, Canadian Real Estate Analyst, and Gaurav Mathur, Real Estate/REITs Special Projects Analyst
15 min
81
How E-Commerce Is Disrupting Last Mile Logistics
Fadi Chamoun, Transportation Analyst & John Stephenson, Special Projects Contributor
9 min