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/
1
Markets Plus: The Trump Tariff Threat
Steve Verheul, Former Chief Trade Negotiator for Canada, (Moderator) Allison Hakomaki, Head, National Agriculture, Public Sector & Emerging Industries, BMO Commercial Bank, Canada, Doug Porter, Chief Economist, BMO Financial Group and Yung-Yu Ma, Chief Investment Officer, BMO Wealth Management - U.S.,
32 min
2
Markets Plus: The Election Effect: What’s Next ...
Doug Porter, Managing Director and Chief Economist; Brian Belski, Chief Investment Strategist; and Ian Lyngen, Managing Director and Head of U.S. Rates Strategy
35 min
3
Navigating the U.S. Election Outcomes From a Ma...
Sal Guatieri, Senior Economist , Brian Belski, Chief Investment Strategist, Colin Hamilton, Commodities Analyst, Randy Ollenberger, Oil & Gas Producers Analyst, Doug A. Morrow, ESG Strategy
32 min
4
The AI + Data Center Build Out: Sustainability ...
Doug A. Morrow, ESG Strategy
13 min
5
How to be a Better Energy Investor
Jeremy McCrea, CFA, Oil & Gas Analyst
21 min
6
Food, Ag, Fertilizer, and ESG From BMO’s 19th A...
Kelly Bania, Food Retailers Analyst, Joel Jackson, P.Eng., CFA , Fertilizers and Chemicals Analyst, Doug A. Morrow, ESG Strategy and Andrew Strelzik, Restaurants, Beverages, Agribusiness & Protein Analyst
20 min
7
Investment Ideas for Climate Change: Discussing...
Doug A. Morrow, ESG Strategy, Devin Dodge, CFA, Industrials Analyst
15 min
8
Dollarcity 101: Resonating So Far With Runway f...
Tamy Chen, CFA, Consumer Analyst and Emily Foo, CFA, Associate
21 min
9
BMO Sustainability Leaders: The Role of Respons...
Colin Hamilton, Commodities Analyst
23 min
10
Metal Matters: Conference Crescendo
Colin Hamilton, Commodities Analyst
11 min
11
Metal Matters: The Old Guard Step Up for 2024
Colin Hamilton, Commodities Analyst
13 min
12
Metal Matters: U Kids on the Block at the World...
Colin Hamilton, Commodities Analyst & Alexander Pearce, Metals & Mining Analyst
18 min
13
FedEx: Deeper & Bolder DRIVE Needed
Fadi Chamoun, CFA & John Stephenson, P.Eng., CFA
19 min
14
Food, Ag, Fertilizer, and ESG from BMO’s 18th A...
Kelly Bania, Food Retail and Distribution Analyst , Joel Jackson, P.Eng., CFA, Fertilizers and Chemicals Analyst, Doug Morrow, ESG Strategist , Andrew Strelzik, Food and Agribusiness Analyst
26 min
15
The Canadian 2023 REIT Outlook | Something’s Go...
Michael Markidis, CFA, Canadian REITs analyst
16 min
16
BMO Radicle and the World of Carbon Credits
Doug Morrow, ESG Strategist; Rachel Walsh, Carbon Innovation Analyst
41 min
17
Best of BMO | Our Best Mining Ideas for 2023
Dave Gagliano, CFA, Metals & Mining Analyst & Alexander Pearce, Mining Analyst & Jackie Przybylowski, P.Eng., CFA, Metals & Mining Analyst & Brian Quast, P.Eng., JD., Precious Metals Analyst & Andrew Mikitchook, P.Eng., CFA, Metals & Mining Analyst & Rene Cartier, CPA, CA, CBV, CFA, Metals & Mining Analyst & Raj Ray, CFA, Mining Analyst & Ryan Thompson, CFA, Precious Metals Analyst
27 min
18
Analyzing Climate Change Risk for US REITs
Doug A. Morrow, ESG Strategy & Juan C. Sanabria, US REITs Analyst
15 min
19
BAM Spin Mechanics & Alternatives in a Higher R...
Sohrab Movahedi, Banks Analysts and Étienne Ricard, CFA, Diversified Financials (Canada) Analyst
23 min
20
Discussing ESG Trends in the Base Metal and Div...
Doug A. Morrow, ESG Strategy
20 min
21
The Voluntary Carbon Market: International Mark...
Rachel Walsh, Carbon Innovation Analyst
16 min
22
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
23
Best of BMO Equity Ideas, Q322
Equity Research Team
25 min
24
On-Farm Carbon and Emissions Management May Pro...
Joel Jackson, P.Eng., CFA, Fertilizers & Chemicals Analyst
11 min
25
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