Podcasts about bmo capital markets

Enjoy this special feed drop of our sister show "In This Economy?!" Kevin Warsh will officially take over as the head of the US central bank on Wednesday – but it's not clear how his term will play out. The U-S President has been calling for interest rate cuts since he returned to office last year but several factors suggest that's not likely in the cards. But will Warsh feel the pressure from Donald Trump to cut anyway? And how might his decisions impact Canada? In today's episode of In This Economy?!, host Kris McCusker speaks to Scott Anderson, Chief US Economist for BMO Capital Markets - based in San Francisco, California about how the Fed might look different under Warsh and what could be coming during the early part of his term. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky

Kevin Warsh will officially take over as the head of the US central bank on Wednesday – but it's not clear how his term will play out. The U-S President has been calling for interest rate cuts since he returned to office last year but several factors suggest that's not likely in the cards. But will Warsh feel the pressure from Donald Trump to cut anyway? And how might his decisions impact Canada? In today's episode of In This Economy?!, host Kris McCusker speaks to Scott Anderson, Chief US Economist for BMO Capital Markets - based in San Francisco, California about how the Fed might look different under Warsh and what could be coming during the early part of his term. Do you have a topic that's confounding you in this economy? We'll be happy to dig into it for you and get you the answers you need. Email us at: rogerspodcastnetwork@rci.rogers.com. Thank you for listening!

Despite global policy divergences, the fundamentals underlying sustainable finance and investment still hold and corporate issuers, asset owners and investors are using them to make business-first decisions. Host Melissa Fifield, Head of the BMO Climate Institute, is joined by John Uhren, Global Head of Sustainable Finance for BMO Capital Markets, and Nalini Feuilloley, Head of Sustainable Investment, BMO Global Asset Management, for a roundtable discussion on a range of topics about what's changing in sustainable finance and investing—and what isn't. They unpack demand drivers like electrification, energy efficiency, and capital-intensive transition investments; why renewables remain a major destination for labeled capital; and where momentum is building next (including AI data center financing).   For more thought leadership from Melissa Fifield, visit: Melissa Fifield   Learn more about the BMO Climate Institute: Climate Institute

Greg Brady spoke to Sal Guatieri, Senior Economist and Director at BMO Capital Markets about Number-crunching the economic benefits of hosting the World Cup in Canada. Learn more about your ad choices. Visit megaphone.fm/adchoices

Greg Brady spoke to Sal Guatieri, Senior Economist and Director at BMO Capital Markets about Number-crunching the economic benefits of hosting the World Cup in Canada. Learn more about your ad choices. Visit megaphone.fm/adchoices

On May 15, Alberta and Ottawa announced updates to their MOU on carbon markets and energy policy, aimed at advancing a greenfield oil pipeline proposal to Asian markets by July 1, with possible construction readiness after September 2027. The agreement lowers industrial carbon compliance costs and introduces a TIER price floor (called a minimum transfer price), although industry groups still argue that costs remain too high. The new framework also introduces additional complexity and uncertainty around carbon markets. While the deal marks progress toward a West Coast oil export pipeline, key uncertainties remain regarding commitments to the Oil Sands Alliance Pathways CCS project, opposition in British Columbia, and the future of the Clean Electricity Regulations (CER). On May 14, the federal government also announced a national electricity strategy. The strategy includes plans for regional electricity planning, along with proposed measures such as extending the Clean Electricity ITC to certain intra-provincial transmission projects and a plan to consult on added flexibility to the CER. To help Peter and Jackie unpack this wave of policy announcements and their implications for carbon markets and investment, they are joined by Rachel Walsh, Director and Head of Carbon Strategy and Partnerships at BMO Capital Markets. Content referenced in this podcast: Government of Canada, Powering Canada Strong: A National Strategy for an Electrified Canadian Economy (May 14, 2026) Prime Minister's Office, Canada and Alberta strike agreement to diversify our exports, reduce emissions, and build a stronger economy (May 15, 2026) Prime Minister's Office, Implementation Agreement for the Canada-Alberta MOU of November 27, 2026 (May 15, 2026) Alberta Government, Release on the updates to the Canada-Alberta MOU Agreement (May 15, 2026) Studio.Energy, Carbon Competitiveness and Canada's Oil Industry (April 21, 2026) Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify

The rapid expansion of AI data centers is reshaping power systems and increasing the importance of social license where some communities are demanding greater transparency. Doug Morrow, Director of ESG Strategy at BMO Capital Markets, explains to host Alma Cortés Selva, Senior Advisor with the BMO Climate Institute, how surging investment in Artificial Intelligence, cloud computing, and automation is transforming electricity markets and placing data centers under new kinds of public scrutiny. Morrow explores why concerns over rising power bills, water use, and questionable local economic benefits have turned data centers into a flashpoint for communities, investors, and policymakers alike. He discusses what responsible growth looks like in practice—from clearer disclosure of energy and water impacts to emerging industry pledges and community‑first approaches—and why trust and transparency will be just as critical as technology in determining whether the next phase of digital infrastructure build‑out succeeds.  In this previous episode of Sustainability Leaders, Rich Powell, CEO of the Clean Energy Buyers Association, discusses how innovative approaches – from data center flexibility to technologies such as geothermal and nuclear – are shaping the future of energy markets. Amazon Web Services was the focus of a previous podcast on the topic of energy-efficient data centers. Visit BMO for more thought leadership from Alma Cortes Selva with the BMO Climate Institute.

Brent crude oil reached a 4-year high of $126 per barrel on Thursday. It comes amid fears over a report that the U.S. is considering new strikes in Iran. We dig deeper with Randy Ollenberger, the Managing Director of Oil and Gas Equity Research at BMO Capital Markets, and Frances Donald, a Chief Economist at the Royal Bank of Canada. On today's show: Vassy goes 1-on-1 with Government House Leader Steve MacKinnon, and then checks in with Conservative International Trade Critic Adam Chambers, as we unpack the Spring Economic Update. Talk Science To Me with CTV Science and Technology specialist Dan Riskin: Can magic mushrooms help you quit smoking? The Daily Debrief Panel - featuring Nojoud Al Mallees, Rob Benzie, and Mike LeCouteur. The RCMP has delivered an investigation update into the disappearances of Jack and Lilly Sullivan. We get the latest from CTV's Paul Hollingsworth.

Brian Belski, Founder, CEO and Chief Investment Officer of Humilis Investment Strategies, provides his view on both the U.S. and Canadian markets. Prior to starting his own firm, Brian was the Chief Investment Strategist and leader of the Investment Strategy Group at BMO Capital Markets, and also worked at Oppenheimer & Company, Merrill Lynch, and Piper Jaffray. To learn more about Brian and his firm https://humilisinv.com/team/Listen on Spotify: https://open.spotify.com/show/33A8EgAk8PnrECoywJ8rYj?si=xHYlCz2zTkKaKw2Aq1fZ7QListen on Apple: https://creators.spotify.com/pod/profile/james-connor1Follow Jimmy:LinkedIn: https://www.linkedin.com/in/jimmyconnorofficial/X (@jamesconnor1999): https://x.com/JamesConnor1999X (@BloorStreetCap): https://x.com/BloorStreetCap*For business inquires, please reach out at info@bloorstreetcapital.com*This video/interview is not financial advice. This channel, Bloor Street Capital, is not responsible for the performance of its guests, sponsors or affiliates. WAIVER & DISCLAIMERIf you register for this webinar/interview you agree to the following: This webinar is provided for information purposes only. All opinions expressed by the individuals in this webinar/interview are solely the individuals' opinions and neither reflect the opinions, nor are made on behalf of, Bloor Street Capital Inc. Presenters will not be providing legal or financial advice to any webinar participants or any person watching a recorded version of the webinar. The investing ideas and strategies discussed on this webinar/interview are not recommendations to buy or sell any security and are not intended to provide any investment advise of any kind, but are made available solely for educational and informational purposes. Investments or strategies mentioned in this webinar/interview may not be suitable for your particular investment objectives, financial situation, or needs. You should be aware of the real risk of loss in following any investment strategy discussed in this webinar/interview. All webinar participants or viewers of a recorded version of this webinar should obtain independent legal and financial advice. All webinar participants accept and grant permission to Bloor Street Capital Inc. and its representatives in connection with such recording. The information contained in this webinar/interview is current as of April, 2026 the date of this webinar/interview, unless otherwise indicated, and is provided for information purposes only. Bloor Street Capital was paid a fee for organizing and producing this event.

Barry Knapp of Ironsides Macroeconomics argues the Fed may be making a policy mistake by treating an energy shock as inflationary rather than demand destructive. Helen Amos of BMO Capital Markets examines why commodities are breaking down and whether a rebound is ahead. From CERAWeek our Brian Sullivan interviews Venture Global CEO Michael Sabel on the future of LNG and global energy supply.Scott Chronert of Citi assesses the broader market outlook and what investors should watch next. Zscaler CEO Jay Chaudhry discusses cybersecurity, geopolitical risk and the recent software selloff from the RSA Conference. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Biopharma's weight loss warriors have led the news this week, with Structure Therapeutics and Rhythm Pharmaceuticals announcing new data. Structure delivered a “competitive profile” for its investigational GLP-1 pill compared to Eli Lilly's orforglipron and Novo Nordisk's oral Wegovy, BMO Capital Markets wrote to investors, after the candidate elicited 16.3% weight loss after 44 weeks in a Phase 2 trial. Rhythm was not as successful, announcing that Imcivree failed in a Phase 3 basket trial of various genetically driven obesities. Meanwhile, Lilly and Novo made headlines outside of the clinical realm, as Lilly warned the public of the potential safety risks of taking compounded versions of tirzepatide—marketed as Zepbound for obesity and Mounjaro for type 2 diabetes. And Novo was hit with an FDA warning letter for failing to investigate reported adverse events—including three deaths—potentially linked to its own diabetes drug Ozempic. The letter only adds to what has been a challenging recent run for Novo, one that led to a 34% drop in total assets under management for its controlling shareholder Novo Holdings. On the regulatory front, Robert F. Kennedy Jr.'s vaccine agenda is stalled after Massachusetts District Court Judge Brian Murphy found that his efforts to overhaul policies in this area were likely unlawful. Murphy specifically cited Kennedy's move last June to empty the CDC's Advisory Committee on Immunization Practices (ACIP). This comes on the heels of a White House crackdown in which officials would like the health secretary to tone down his vaccine skepticism, according to a report by The Wall Street Journal. At the FDA, tensions continue to escalate, with Sen. Ron Johnson (R-WI) launching an investigation into recent rejections of rare disease drugs. And transparency issues have come to light once again regarding the circumstances around biologics chief Vinay Prasad's imminent departure and recent request to remain anonymous during a media briefing about uniQure's gene therapy for Huntington's disease.

Recording date: 25th February 2026The gold mining sector stands at a critical juncture as major producers generate unprecedented free cash flow while consolidation activity remains notably absent. Samuel Pelaez, President & CEO, and Derek Macpherson, Executive Chair at Olive Resource Capital, discussed this disconnect during their February 25, 2026 industry commentary.The BMO Capital Markets conference in Hollywood, Florida concluded without the major corporate announcements typically expected at such gatherings, bringing only B2 Gold's leadership transition instead of the anticipated mega mergers or strategic acquisitions. This surprised both executives given the industry's exceptionally strong financial position.Major producers are now generating extraordinary cash flow. Agnico Eagle reported approximately $11 million in daily free cash flow during Q4 2025, while AngloGold Ashanti posted similar figures. With gold prices having climbed to above $5,000 per ounce, these companies could potentially generate an additional $7-8 million daily. Pelaez characterized the industry as becoming "over capitalized," with substantial cash accumulating on producer balance sheets faster than it can be deployed through dividends and buybacks alone.The executives emphasized that M&A activity must eventually materialize, noting that producer stocks have appreciated approximately 5x since the Great Bear Resources acquisition. This suggests $10 billion takeouts are now mathematically feasible, compared to the $2 billion Great Bear precedent. However, both acknowledged being wrong about timing, with developer valuations remaining "long overdue" to catch up with producers.The key signal they're monitoring is competitive bidding situations with multiple parties pursuing single assets. Once this dynamic emerges, a "herd mentality" should drive rapid consolidation as companies move quickly to secure remaining quality targets.Looking ahead to the PDAC conference in Toronto, both executives plan to identify new opportunities, particularly in copper development assets and Argentina's emerging mining sector. The conference represents a key test of whether the industry will finally deploy its substantial cash reserves toward strategic acquisitions.Sign up for Crux Investor: https://cruxinvestor.com

In the latest chapter of a Middle East tug-of-war, Israel and Iran traded shots over the weekend, while the United States has joined forces with Israel. What impact could a Middle Eastern conflict have on today's oil markets? What about today's prices at the pump? Vassy Kapelos digs deeper with Randy Ollenberger, the Managing Director of Oil and Gas Equity Research with BMO Capital Markets. On today's show: CTV's Abigail Bimman has an update from New Delhi, as Prime Minister Carney departs from India and brings his trade mission to Australia. Retired General Tom Lawson, Canada's former Chief of Defense Staff, reacts to the US-Israeli strikes in Iran and the odds of an Iranian regime change. Finance Minister Francois-Philippe Champagne on Carney's India trip, as well as the looming concerns around security and foreign interference. The Daily Debrief Panel - featuring Tom Mulcair, Tim Powers, and Nick McRoberts. Kanji Yamanouchi, Japan's Ambassador to Canada, on Carney's upcoming visit and the potential growth of Japanese businesses in Canada's Auto market.

Eli Lilly notches another win over Novo Nordisk, as Zepbound bests CagriSema in a head-to-head trial sponsored by Novo; The FDA kicked off Rare Disease Week, providing draft guidance on its new plausible mechanism pathway, while a bipartisan senate hearing on Thursday will focus on the authorization process for rare conditions; Another leadership change shakes up CDC; and Gilead acquires CAR T partner Arcellx for nearly $8 billion.  Everything is coming up Lilly. The Indianapolis-based pharma bested its chief rival, Novo Nordisk in a head-to-head test. In a Phase 3 trial initiated by Novo itself, Lilly's Zepbound generated 25.5% weight loss while the Danish pharma's CagriSema elicited 23%. The results sent Novo's shares plummeting by an unprecedented 20% to a pre-Wegovy valuation while Lilly's market cap continues to climb.   Novo attempted a comeback on Tuesday, announcing that its triple-G agonist UBT251 scored almost 20% weight loss after 24 weeks in a Phase 2 trial in China. By comparison, Lilly's own triple-G competitor retatrutide led to 17.5% weight loss over the same timeframe, according to BMO Capital Markets analysts. Novo also sweetened the pot, announcing that it would slash the prices for all three of its GLP-1 medicines starting in 2027.    Meanwhile, the FDA kicked off Rare Disease Week with draft guidance on the new Plausible Mechanism Pathway for personalized therapies that was first teased in November. Jumping off last summer's Baby KJ success story, the new pathway is aimed at advancing treatments for ultra-rare diseases. And a bipartisan senate hearing on Thursday will focus on the authorization process for rare disease therapies.  While the rare disease space has enjoyed recent regulatory progress, funding these vital therapies remains a challenge. Companies like the Orphan Therapeutics Accelerator (OTXL), a non-profit biotech, are trying to change this with creative approaches including tax exempt status and unique partnerships with CDMOs and CMOs. Finally, in a move that also has implication for the rare disease space, the FDA's official pivot from a two clinical trial requirement to just one for new drug applications is lighting up biopharma social media.   And over at the CDC, there is more upheaval on the leadership front as National Institutes of Health Director Jay Bhattacharya replaces acting director Jim O'Neill as head of the agency, and principal deputy director Ralph Abraham steps down, citing “unforeseen family obligations.”    On the business front, Gilead inked the biggest M&A deal of the year so far, acquiring CAR T partner Arcellx for nearly $8B. And Merck's Keytruda should have a few extra years of dominance thanks to a web of patents, with billions on the line. Check it out in BioPharm Executive, in your inboxes Wednesday.  HostsJef Akst, Managing Editor, BioSpaceHeather McKenzie, Senior Editor, BioSpaceAnnalee Armstrong, Senior Editor, BioSpace

Glenn Jessome, President & CEO of Silver Tiger Metals (TSX.V:SLVR – OTCQX:SLVTF), joins us for a comprehensive update on all the development work going on at ground level now that  the Company has secured all of the required approvals and permits from the Mexican Federal Environmental Department (“SEMARNAT”) to construct the El Tigre Stockwork Silver-Gold Project in Sonora, Mexico.  We also discuss the upcoming underground PEA, set for release later this month, the coming regional drill programs to the north and south of El Tigre, and the capital management flexibility that the company has moving into 2026.   With all approvals for the Project now granted, Silver Tiger is advancing the El Tigre Project towards construction over the 18-month plan, as outlined in the October 2024 Preliminary Feasibility Study (PFS) for the Project. Glenn shares with us the many earlier-stage initiatives their operations team, led by VP of Operations, Francisco Albelais, was working on for the last half of 2025,  like building the 365 day per year haulage road, and the 6 months of detailed engineering work that is mostly completed and gives them a large head start on hitting the ground running now that the permit is in hand.    Glenn highlights that in addition to more land clearing and surface earth works, that a key initiative is optimizing the road already built with a new bridge currently in review with engineering and slated to be built over the next few months.  Another priority is the building of the camp to house all the staff that will be working on-site from here on out.  Additionally, there will be water wells completed, and all the workstreams that flow into the final engineering plan.    All of this derisking sets the company up for even better debt terms, and gives them a huge head start into the eventual mine construction beginning over the course of this year.   We also recap all the exploration, development, and derisking work that has gone into the upcoming imminent release of the Preliminary Economic Assessment (PEA) for the underground mine, set to release to the market later in January. The team at Silver Tiger has been compiling the last 5 years of work delineating the 113 million ounces of silver equivalent resources in the high-grade veins, shale, and sulphide zones underground portion of El Tigre, the metallurgical studies, and engineering work to be able to release the upcoming PEA early in Q1.   This report will center around the already permitted underground scenario utilizing an 800 tonnes-per-day (tpd) mill, and focusing on the initial first 10 years of mine life.   With regards to the capital management strategy, and the coming debt term sheets and how the company will fund the remaining capex for the mine build, Glenn shares the flexibility and optionality that their team now has, after having raised CAD$40 Million bought deal financing with a syndicate of underwriters led by BMO Capital Markets and Stifel Nicolaus Canada in the late Fall last year.  When combined with the ~CAD$30 million the company already had in their treasury, they essentially have a large percentage of the US$85 million capex needed to build the bulk tonnage surface mine at El Tigre.  This means that they can negotiate less restrictive debt covenants, giving them the flexibility to keep pursuing work on the underground strategy, as well as regional exploration to the north and south of El Tigre.      If you have any follow up questions for Glenn regarding Silver Tiger Metals, then please email them into me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Silver Tiger Metals at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow the latest news from Silver Tiger Metals   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.  

Glenn Jessome, President & CEO of Silver Tiger Metals (TSX.V:SLVR – OTCQX:SLVTF), joins us to review the major news released November 7th which announced that the Company has secured all of the required approvals and permits from the Mexican Federal Environmental Department (“SEMARNAT”) to construct the El Tigre Stockwork Silver-Gold Project in Sonora, Mexico.  We also discuss the upcoming underground PEA, set for January of next year, along with the coming regional drill programs to the north and south of El Tigre in 2026.   With all approvals for the Project now granted, Silver Tiger is now ready to advance the Project towards construction over an 18-month plan, as outlined in the October 2024 Preliminary Feasibility Study (PFS) for the Project. We dive into the robust economics on just this initial bulk tonnage phase of the project, through the lens of current metals price sensitivities. Glenn shares with us the many earlier stage initiatives their operations team, led by VP of Operations, Francisco Albelais, like building the 365 day per year haulage road, and the 6 months of engineering work that gives them a large head start on hitting the ground running now that the permit is in hand.     With regards to the debt term sheets and how the company will fund the mine build, Glenn shares the flexibility and optionality that their team now has, after having recently raised CAD$40 Million bought deal financing with a syndicate of underwriters led by BMO Capital Markets and Stifel Nicolaus Canada.  When combined with the ~CAD$30 million the company already had in their treasury, they essentially have a large percentage of the US$85 million capex needed to build the bulk tonnage surface mine at El Tigre.  This means that they can negotiate less restrictive debt covenants, giving them the flexibility to keep pursuing work on the underground strategy, as well as regional exploration to the north and south of El Tigre.     We wrap up recapping all the exploration, development, and derisking work that is going into the upcoming imminent Preliminary Economic Assessment (PEA) for the underground mine, now set to release to the market in January. The team at Silver Tiger has been compiling the last 5 years of work delineating the 113 million ounces of silver equivalent resources in the high-grade veins, shale, and sulphide zones underground portion of El Tigre, the metallurgical studies, and engineering work to be able to release the upcoming PEA early in Q1.   This report will center around the already permitted underground scenario utilizing an 800 tonnes-per-day (tpd) mill, and focusing on the initial first 10 years of mine life.   Wrapping up we have Glenn outline that in 2026 all of the earlier-stage regional exploration work their team has been engaged with in H2 of this year, both to the north and south of El Tigre, will allow for the commencement of the first drilling on these high-priority targets since 2017.   This will demonstrate to the market that their land concessions are truly part of a district-scale opportunity, far beyond just the delineated mineralization and mine plans at El Tigre.     If you have any follow up questions for Glenn regarding Silver Tiger Metals, then please email them into me at Shad@kereport.com.   In full disclosure, Shad is a shareholder of Silver Tiger Metals at the time of this recording, and may choose to buy or sell shares at any time.   Click here to follow the latest news from Silver Tiger Metals   For more market commentary & interview summaries, subscribe to our Substacks:   The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/     Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.    

Are Grizzly Bear conflicts increasing in the Province? Guest: Nicholas Scapillati, Executive Director, Grizzly Bear Foundation Are we getting in bed with India? Guest: Sanjay Ruparelia,  associate professor of politics and public administration, and the inaugural Jarislowsky Democracy Chair, at Toronto Metropolitan Should we ban ads for sports gambling sites? Guest: Dr. Shawn Kelly, a pediatrician with the Canadian Society of Addiction Medicine The US is showing interest in our oil and energy markets Guest: Jeremy McCrea, BMO Capital Markets managing director Did the Interprovincial Trade deal miss the mark? Guest: Alex McMillan, CEO of BC Chamber of Commerce Is Canada over-logging the country? Guest: David Radies, Forest Ecologist Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of Sustainability Leaders, Melissa Fifield, Head of the BMO Climate Institute, and John Uhren, Managing Director of Sustainable Finance at BMO Capital Markets, reflect on what they saw and heard at Climate Week New York and the trends that will drive sustainable business and investment in the future. “A phrase I heard a lot throughout New York Climate Week was around climate pragmatism, being eyes wide open around what needs to happen for sustainability to be properly characterized and prioritized by different businesses,” said Uhren. “When you focus on the pragmatic parts, the efficiency gains of looking at things like EV drivetrains over combustion engines, for example, or heat pumps over boilers, these all make commercial sense for a business.”

This week on The Vancouver Life Real Estate Podcast, the question hanging over the entire country's housing market finally takes center stage: How long will this downturn last?BMO Capital Markets has drawn a striking parallel between today's Canadian correction and the U.S. housing crash of 2007 — a comparison that has rattled even the most seasoned market watchers. Senior Economist Robert Kavcic doesn't mince words: Canada's housing bubble is now in the slow-motion phase of its deflation. Prices, he notes, have been falling for more than three years despite record population growth — a pattern eerily reminiscent of the U.S. trajectory nearly two decades ago.The difference this time? Canada's decline is unfolding more gradually, and that could make recovery slower, too. BMO's data suggest it could take another five years before prices claw their way back to prior peaks, placing today's correction somewhere between the U.S. Great Recession cycle and Ontario's prolonged 1990s slump — a potential 12-year arc from top to trough and back again. The bank calls the last decade's explosive price growth a “perfect storm” unlikely to repeat: cheap credit, pandemic migration, millennial peak demand, and speculative fervor all hitting at once. Those conditions, they argue, are gone for good.Meanwhile, Canada's rental market is flashing its own warning signs. Asking rents have fallen for a full year straight — down 3.2% nationally and more than 5% in B.C. and Alberta — with two-thirds of all purpose-built projects now dangling incentives just to fill units. Institutional landlords may weather the storm, but smaller investors are bailing out, adding even more supply to a fragile market. The slowdown is visible upstream, too. Architecture billings — a leading indicator of future construction — have fallen for 18 consecutive months across North America, the longest slide on record. In B.C., developers are pausing or cancelling projects, from downtown high-rises to suburban townhomes. The stalled Tsawwassen Town Centre redevelopment has become a case study in the friction between city councils, community character, local residents and development economics.And yet, amid the austerity, Vancouver's City Council just took an unprecedented step: approving a 0% property-tax increase for 2026. After years of back-to-back hikes totalling more than 30%, Mayor Ken Sim's administration says the city will instead “find efficiencies” to ease the strain on families and small businesses. Supporters call it relief. Critics call it unsustainable. But not all the headlines are grim. In False Creek, a shimmering symbol of Vancouver's high-end resilience emerged: the Tesoro Penthouse, a 5,000-square-foot full-floor residence with panoramic views, listed for $1,5,500,000  just sold for a record-breaking price — the most expensive sale ever recorded in the area. The transaction, closed by The Vancouver Life team, stands as a reminder that even in a cooling market, the city's top tier still commands global attention.From the deep freeze of development to the fragile thaw in rentals, this episode dissects what these parallel shifts mean for Canada's broader housing future — and whether patience, not policy, will be the only real cure for a market learning how to land. _________________________________ Contact Us To Book Your Private Consultation:

In this episode, Manmit Pandori, head of tactical and accrual trading at BMO Capital Markets, joins me to discuss the current state of the credit market, whether spreads can keep tightening, how his team is positioning themselves, and what could blow it all up.  As always, all feedback is welcome.

BMO Capital Markets analyst Evan Seigerman discusses the Trump Administration's deal with Big Pharma. Plus, meet the Suspicious 8, with 6% dividends and lots of problems. Learn more about your ad choices. Visit megaphone.fm/adchoices

Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma and Biotech world. Metsera's mid-stage obesity drug, met-097i, has shown "very encouraging" efficacy, supporting Pfizer's proposed $4.9 billion buyout of the company. The drug's performance is seen as positive by BMO Capital Markets. In other news, drug manufacturers are increasingly utilizing artificial intelligence throughout the drug production process, moving from using AI for specific operations to optimizing the entire production process. Additionally, Crystalys, backed by Novo, has debuted with $205 million to tackle gout with its drug dotinurad. The FDA recently singled out Aurinia Pharmaceuticals in a LinkedIn post about surrogate endpoints for lupus nephritis drugs, criticizing companies for not conducting post-approval studies to demonstrate benefits on hard clinical endpoints. Larimar's Friedreich's ataxia drug has faced concerns about anaphylaxis, causing shares to fall. GSK's CEO Emma Walmsley has stepped down after 9 years, resealing pharma's glass ceiling. Upcoming webinars will focus on topics such as mRNA medicine and biopharma in an age of deregulation.

Recorded at the Canadian Crude Oil Conference in the wonderful Lake Louise in Canada on 17th September 2025, Randy Ollenberger of BMO Capital Markets, dives into global oil fundamentals, Canadian crude production in a changing world and what that means for oil and gas equities. Sanctions, tariffs, pipeline expansions and Canadian politicians (reacting to a very different relationship with the US meant) has led to profound changes and opportunities in this once quiet sector. Our sincere thanks to the Board of the CCOC (www.ccoconline.com) for the invitation.To view BMO Financial Disclosures visit: https://research.bmo.com/public/disclosure_statements

The energy transition bears risks but also brings opportunities for investors. That insight drove the conversation led by Jayen Veerapen, Senior Advisor with the BMO Climate Institute, with Pooja Khosla, CEO of Entelligent, a developer of analytical tools to help the financial industry understand the future impact of climate change and energy transition. Also joining to discuss BMO's collaboration with Entelligent was Fabrice Tenga, Managing Director and Head of Equity Derivatives Financial Engineering, BMO Capital Markets.   “Every company is either a producer of energy or a user of energy. So, energy transition, yes, it impacts power companies, utility companies, but it also impacts technology companies that have a strong demand or use that energy component. It also impacts strongly the finance sector, because the funding of these companies is coming from the finance sector. So, we live in a very interconnected ecosystem of energy,” said Khosla.

Brian Belski of BMO Capital Markets joins Chad with thoughts on the economy and why, despite of a lackluster jobs report for August, he's still seeing the country going in a good direction economically.

Chip Scoggins of the Star Tribune joins Chad for two segments of Vikings talk before a conversation with Brian Belski of BMO Capital Markets about the state of the US economy.

Sal Guatieri is the Director and Senior Economist, BMO Capital Markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan hosts Brian Belski, Chief Investment Strategist at BMO Capital Markets, on the Risk Reversal Podcast. The conversation covers a range of topics including Belski's team-focused approach, his updated S&P 500 price target of 6,700, and the factors driving market performance. They discuss key drivers such as the tax bill, trade deals, and the geopolitical climate. Belski highlights his investment strategies, including sector preferences in technology, communication services, consumer discretionary, and financials. He emphasizes the importance of long-term investment and analysis, challenges faced, and the potential for a future bear market. The discussion also touches on value investing, small and mid-cap opportunities, and the impact of macroeconomic policies on markets. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media

From club rejections to a BMO Capital Markets investment-banking offer—Devin's grind is the blueprint. The Western University (Ivey) sophomore fired off 412 cold emails, converted 60 coffee chats, cracked 9 first-rounds and juggled 4 super-days in a single week to secure his dream 2026 IB internship. Hear how WSO Academy's resume overhaul, bootcamps and rapid-fire mock interviews super-charged his preparation and confidence. Perfect watch if you're targeting Toronto's Big Five or NYC banks and need a proven networking playbook. ------------------------------------------------------------------------------------------------------

LIVE from the Montreal's Climate Solutions Prize Festival 2025 Na'im Merchant, Executive Director of Carbon Removal Canada and the host of The Carbon Curve podcast, and Grégoire Baillargeon, President of BMO Quebec and Vice Chair of BMO Capital Markets join Ed Whittingham for a panel discussion exploring how Canada can become a global leader in carbon removal. With two podcast hosts and one Bank of Montreal president, Ed, Na'im and Greg pass the host's mic like a baton as they unpack the developer, buyer and policy dimensions of today's CDR market in Canada and abroad.About Our Guests:Na'im Merchant is the Executive Director of Carbon Removal Canada. He is passionate about the potential for carbon removal to meet climate goals while driving economic and social change. He previously founded Carbon Curve, a consulting practice focused on equitably scaling up carbon removal. Na'im is an advisor to Terraset and the Carbon Removal Standards Initiative, and was previously an Elemental Impact Policy Fellow. He brings 10+ years of leadership experience in non-profits that expanded access to health innovations around the world.Grégoire Baillargeon is President of BMO, Quebec and Vice Chair, BMO Capital Markets, in November 2022. Passionate about transition and fighting climate change, Mr. Baillargeon has also been acting as Vice Chair of the BMO Climate Institute since September 2024. He recently joined the advisory board of Volt-age: Electrifying Society, a research program at Concordia University, and also serves on Carbon Removal Canada's advisory board. Under his leadership, BMO became the first bank to join the Montréal Climate Partnership, as well as the launch of conVERTgence, two movements aimed at accelerating decarbonization and integrating sustainable business practices in the city.Produced by Amit Tandon & Bespoke PodcastsSend us a text (if you'd like a response, please include your email)___Energy vs Climate Podcast: How climate change is changing our energy systemswww.energyvsclimate.com Contact us at info@energyvsclimate.com Bluesky | YouTube | LinkedIn | X/Twitter

In the latest episode of the Remarkable Retail podcast, co-hosts Steve Dennis and Michael LeBlanc return with Part Two of “The Analysts," which featues three of the retail industry's most respected thought leaders—Sucharita Kodali (VP & Principal Analyst, Forrester Research), Neil Saunders (Managing Director, GlobalData Retail), and Simeon Siegel (Managing Director, BMO Capital Markets).But first, Michael and Steve unpack a news cycle packed with volatility. They begin by exploring the ripple effects of renewed Middle East conflict and its impact on oil prices, inflation, and economic sentiment. From there, the duo tackle the Trump administration's intensifying immigration enforcement and its chilling effect on the U.S. labor force—particularly in agriculture, hospitality, and retail. Shoppers are anxious, workers are disappearing, and companies are bracing for cost spikes.The episode then zooms into earnings season, with fresh data from RH (Restoration Hardware), Inditex (Zara), and Victoria's Secret. RH defies expectations with revenue gains despite a sluggish home goods sector, while Zara and Victoria's Secret warn of tariff-related turbulence ahead. Steve and Michael also sound the alarm on a string of cyberattacks, including the Victoria's Secret hack and a Whole Foods supplier breach, painting a stark picture of retail's digital vulnerabilities.Then it's time for “The Analysts” segment. Sucharita Kodali explains the hype—and the misunderstanding—around Agentic AI, warning retailers of its disintermediating potential if shopping bots take hold. The panel weigh in on the future of department stores, urging traditional retailers to rethink their value proposition, especially as beauty shifts to standalone players like Sephora, Blue Mercury, and Ulta.From TikTok's uncertain future to retail media network fatigue, the lightning round keeps the insights flowing with wit and depth. The panel also lifts up up-and-coming remarkable brands like Vuori, Alo Yoga, and Eleventy as ones to watch. Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Greetings & welcome back to the podcast. This episode we are joined by Mr. Jeremy McCrea - Managing Director of Equity Research at BMO Capital Markets.Previously Mr. McCrea has held similar positions at Raymond James, AltaCorp Capital and National Bank Financial - with more than 20 years of experience exclusively covering the energy sector.Mr. McCrea also holds a Bachelor of Commerce degree from the University of Calgary and is a CFA® charterholder.Since 2004, Mr. McCrea's  views on energy are frequently sought after by institutional funds, as well as various media outlets including The Globe and Mail, National Post, Bloomberg and BNN.Among other things we discussed Cognitive Biases 101: Helping Energy Investors Make Better Decisions.Thank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsEPACAstro Rentals Canadian Gas AssociationSupport the show

In this episode of Sustainability Leaders, John Uhren, Managing Director, Sustainable Finance, BMO Capital Markets, moderates a conversation with a group of institutional investors in Canada about the current state and future of sustainable finance. Joining as guests to discuss the challenges they encounter, sense of optimism for the investment category, and important work ahead are: Elizabeth Wallace, Senior Manager Funding, Ontario Financing Authority; Barbara Zvan, President & CEO, University Pension Plan; Simon Senecal, Portfolio Manager, Responsible Investment, Partner, AlphaFixe Capital.

This landmark episode launches "The Analysts," a periodic new feature segment, bringing together three of retail's most respected thought leaders in a new format . Part One features Sucharita Kodali (Forrester Research), Neil Saunders (GlobalData Retail), and Simeon Siegel (BMO Capital Markets) who cut through industry chaos to reveal what really matters.News of the Week Highlights: The episode opens with Steve Dennis and Michael LeBlanc's signature news analysis, which covers the Trump-Musk political tensions and their potential retail implications, including leadership chaos and economic uncertainty. They examine surprisingly resilient U.S. job market data, showing 4.1-4.2% unemployment despite rising layoff announcements, with a particular focus on AI's emerging threat to entry-level positions as companies like McKinsey dramatically reduce their hiring.A significant development has emerged, with Chinese retailers Temu and Shein experiencing dramatic 50% U.S. sales declines following tariff implementations, although both companies are pivoting aggressively to European markets. The hosts analyze this as validation of tariff impacts while noting potential "brace for impact" implications for international listeners.Eangs season wrap-up reveals telling mixed signals: Lululemon's shocking 23% stock decline despite maintaining profitability, driven by weak guidance amid increased promotional pressure; Dollar General raising guidance despite tepid 2% comp growth; and standout Five Below achieving impressive 7% comps while expanding to 1,826 stores across the U.S. The continuing collapse of second-wave DTC darlings gets spotlight treatment, particularly Rent the Runway's staggering 97% stock decline. Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.

Our financial guru, Brian Belski of BMO Capital Markets, joins Chad to reflect on the incredible career of Warren Buffett after Buffett announced his retirement. Plus, Belski shares about how he's feeling about the markets today.

In this episode, we chat with Karl Akueson, Founder, CEO, and Director of Switch Metals, who are the largest holder of coltan (tantalum and niobium) and lithium licences in Côte d’Ivoire with over 3,000 km2 of licences with their flagship project being the Issia coltan project. Karl is a natural resources entrepreneur and former investment banker with BMO Capital Markets in London, who co-founded Awale Resources and has now established Switch Metals. In this episode, he talks through his entrepreneur journey, the background to Switch Metals and their projects, Côte d’Ivoire as a mining jurisdiction, and the tantalum market, plus more. KEY TAKEAWAYS Switch Metals is primarily focused on tantalum, a metal used in various electronic devices due to its unique properties, such as heat resistance and conductivity. This focus differentiates the company from other mining ventures that typically concentrate on more common commodities like lithium. Cote d'Ivoire is highlighted as an attractive mining jurisdiction due to its infrastructure, stability, and under-explored potential. The country has a growing mining sector, particularly in gold, which provides a supportive environment for new ventures like Switch Metals. The company aims to generate early cash flow through shallow coltan placer mining at the Issia Coltan Project. This approach is designed to provide a strong cash flow foundation, allowing for sustainable operations and further exploration without relying heavily on equity financing. ESG (Environmental, Social, and Governance) considerations are integral to Switch Metals' operations. The company emphasises ethical sourcing and community engagement, ensuring that local communities are informed and involved in the mining process, which helps mitigate the risks associated with artisanal mining. The immediate focus for Switch Metals is on resource definition through systematic pitting and bulk sampling to estimate the grade of tantalum. Following this, the company plans to conduct metallurgical studies and a scoping study to establish economic parameters, paving the way for future production. BEST MOMENTS "Tantalum is a metal that we use daily... It's used in capacitors, in the electronics industry particularly, but also in the cutting industry, in the alloy industry in general." "Cote d'Ivoire had that potential, but nobody really knows about it... I decided to build a company around this potential in the past few years." "We have this advantage of having both some material at surface... It's generally called placer deposits... It's something you can scratch from at the surface very shallow, it's free dig." "ESG is inherent to what we do... We have no choice but to meet all these ESG criteria because our end clients want us to demonstrate that we have traceability." VALUABLE RESOURCES Mail: rob@mining-international.org LinkedIn: https://www.linkedin.com/in/rob-tyson-3a26a68/ X: https://twitter.com/MiningRobTyson YouTube: https://www.youtube.com/c/DigDeepTheMiningPodcast Web: http://www.mining-international.org This episode is sponsored by Hawcroft, leaders in property risk management since 1992. They offer: Insurance risk surveys recognised as an industry standard Construction risk reviews Asset criticality assessments and more Working across over 600 sites globally, Hawcroft supports mining, processing, smelting, power, refining, ports, and rail operations. For bespoke property risk management services, visit www.hawcroft.com GUEST SOCIALS https://www.linkedin.com/in/karl-akueson-b3456617/ https://www.linkedin.com/company/switch-metals/ https://switchmetals.com/ ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first-world to third-world countries from Africa, Europe, the Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ Podcast Description Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people’s experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics.

Simeon Siegel, the sharp-eyed retail analyst at BMO Capital Markets, joins Lauren to discuss one of the last remnants of our disintegrating monoculture: Nike. With Nike in the throes of a still-active business crisis, Simeon breaks down everything from the Jordan-esque potential of NikeSkims to the importance of selling $50 sneakers at DSW. Simeon also forecasts whether Nike can maintain its magic for another 20 years—and if so, how will Nike maintain its mystique in a fragmented cultural landscape? Air Force 1s Nike Jordans Nike Dunks Nike Epic React Nike Zoom Fly 6 Nike Pegasus Premium Nike Vomero 18 Adidas Ultra Boost To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

Brian Belski of BMO Capital Markets joins Chad to talk about Trump's tariffs leading to huge losses in the stock market and why he believes it's still not time to panic about our economy.

Chad opens the show sharing a story from his personal life and a conversation about where prayer fits into our lives before a conversation with Brian Belski of BMO Capital Markets about the stock market and health of America's economy.

Dan Nathan and Guy Adami are joined by Brian Belski, Chief Investment Strategist at BMO Capital Markets. The discussion covers a wide range of topics, including Belski's bullish outlook on the S&P 500, with a price target of 6,700. They delve into the dynamics of the secular bull market, cyclical trends, and the path to normalcy in market returns. Belski shares his views on the impact of geopolitical events, trade tariffs, and sector-specific performances, particularly in technology and financials. The conversation also touches on consumer sentiment, the role of AI, and the implications of monetary policy on market behavior. Belski emphasizes the importance of a diversified investment strategy and the potential opportunities in small and mid-cap banks. The episode provides a comprehensive overview of current market conditions, offering valuable insights for investors navigating these uncertain times. — FOLLOW US YouTube: @RiskReversalMedia Instagram: @riskreversalmedia Twitter: @RiskReversal LinkedIn: RiskReversal Media

What's the reason for today's huge stock market plunge? Our financial guru Brian Belski of BMO Capital Markets with his analysis and why he feels it's too early to be talking about fears of a recession.

Critical minerals are essential inputs in modern energy and high-tech applications, including batteries, energy storage and infrastructure, and national security. They also play an important role in the global energy transition, where demand is expected to necessitate significant investment in order to develop new mines, downstream processing capacity, and secure and resilient supply chains. In this BMO podcast, Greg Jones, Battery Materials Analyst with BMO Capital Markets, sits down with Kwasi Ampofo, BloombergNEF's Head of Metals and Mining, to discuss the complexities of the critical minerals industry and the investment outlook.

In the latest episode of Sustainability Leaders, Jonathan Hackett, Managing Director and Head, Sustainable Finance, BMO Capital Markets, sits down with Francisco Leon, President and CEO, California Resources Corporation (CRC), the state's largest oil and gas production company. CRC is focused not only on meeting the present energy needs of the world's fifth-largest economy, but also preparing for a lower carbon future.

Our financial guru Brian Belski of BMO Capital Markets joins to talk about what he sees for the future of inflation, where blame can be placed, how he feels about the Fed's decisions on interest rates and more.

Did the Fed make the right call today by keeping interest rates right where they're at? We get the answer from our financial guru Brian Belski of BMO Capital Markets.

In our latest episode of Omni Talk's Investor Perspectives on Retail and the Consumer, Chris Walton and Anne Mezzenga interview Simeon Siegel, Managing Director at BMO Capital Markets, to discuss the key trends and challenges facing retail and e-commerce as we approach 2025. They dive into topics such as market share, DTC strategy, and the importance of maintaining brand equity. Key Moments: 1:00 - Simeon Siegel's background and role in retail analysis 8:50 - 2024 market trends and what's ahead for 2025 15:50 - How brands like Victoria's Secret and Under Armour are evolving 27:20 - Why direct-to-consumer is not a one-size-fits-all strategy 40:00 - Final thoughts on retail innovation and investment strategy #retailtrends #dtc #businessinsights #podcast #ecommerce #marketanalysis Music by hooksounds.com

Ross Piermarini is the co-founder of symmetRE, a Chicago-based proptech firm specializing in automating data aggregation and reporting for commercial real estate investors. Prior to founding symmetRE, Ross worked in the Leveraged Finance group at BMO Capital Markets, focusing on real estate clients. His firsthand experience with the challenges of manual data aggregation and reporting in the real estate sector motivated him to develop solutions that streamline these processes. Under Ross's leadership, symmetRE has launched an AI-enabled platform designed to eliminate the time-consuming aspects of data collection and analysis, allowing real estate professionals to concentrate on optimizing asset performance. Ross also shared his insights into the integration of AI in commercial real estate, and he discusses the necessity of adopting advanced technologies to enhance efficiency and decision-making in the sector.(01:13) - Ross's & symmetrRE's origin(04:42) - Challenges in Real Estate data management(08:06) Symmetry's solutions & client success(13:54) - Feature | Berkadia's BeEngaged - Connect with the team: Ecosystem of founders, industry professionals, and capital providers dedicated to redefining the Commercial Real Estate space.(17:45) - symmetry's long-term vision(22:48) - Marketing vs. product delivery in Proptech(26:07) - Feature | Blueprint - The Future of Real Estate 2025(26:55) - The Role of AI in Real Estate(29:20) - Collaboration Superpower: Marc Benioff (Salesforce CEO)

Guy Adami, Dan Nathan, and Danny Moses explore market optimism in the wake of Trump's decisive election victory and the anticipated impacts on financial regulations, particularly for banks. After the break (27:00), Brian Belski, Chief Investment Strategist at BMO Capital Markets, shares his insights on the future of major financial institutions and potential mergers among regional banks. The discussion also touches on the broader economic outlook, including inflation, interest rates, and the unique dynamics in the gold market. The hosts delve into the tech sector's performance, with particular analysis of JPMorgan, Tesla, and AI-driven companies like NVIDIA and Palantir. Belski closes with his cautious optimism for the stock market and the importance of focusing on individual stocks and sectors amidst evolving market conditions. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here See what adding futures can do for you at cmegroup.com/onthetape. — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

The market may go up, down, or even sideways, but one thing remains constant—Brian Belski is the Biggest Bull on Wall Street. Brian joins SoFi's Head of Investment Strategy and Host Liz Thomas to talk about what's making him confident in the resiliency of the current bull market. Brian is famous for his positive view on markets and is a frequent commentator on CNBC, Fox Business, and Bloomberg. He is Chief Investment Strategist at BMO Capital Markets and leads the Investment Strategy Group with his 35 years of experience. Liz asks Brian for practical insights on how to navigate this landscape and how to stay confident and focused despite short-term market fluctuations. For more, read Liz's column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: (00:00) Introduction to The Important Part (01:22) Brian's bold prediction for the S&P 500 (07:12) Why Brian changed his price target for 2024 (09:29) Strategist vs. economist (13:20) The bull market of the 1990s vs. today (17:12) The new consumer staples (19:16) Consumer staples as percentage of a portfolio (20:52) AI in consumer staples companies (23:04) Why the current market is a “stock picker's paradise” (27:04) The sweet spot of small and mid-cap companies   (33:50) Brian's market forecast in one word (34:13) When Brian realized warning of a recession wasn't the right call (35:31) Brian's worst trade (36:57) Brian's biggest call was his most bearish (39:30) Key takeaways and conclusion Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we've created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.

BMO Analyst Simeon Siegel is back on the pod for the fourth time in as many years to help us understand the increasing bifurcation in retail, how soon we can expect declining interest rates to have impact, and where things might be headed with growth of Temu and Shein. We also revisit the great DTC vs. Wholesale debate and what it portends for luxury brands, Nike, and more.But first we unpack the week in retail news, including the potential impact of the US Fed (finally) reducing interest rates, what to make of the latest monthly retail sales figures, a tres exciting new event announcement from the NRF, and Amazon's not so subtle return-to-office decree. Then it's never to early to start prognosticating about the holiday season. All this brought to you by Scayle, the world's fastest-growing enterprise commerce platform. About SimeonSimeon Siegel is a Managing Director and Senior Analyst at BMO Capital Markets specializing in Retail and E-commerce. Simeon started his career at Goldman Sachs and his since worked on the #1 ranked Retail franchise at JPMorgan and Nomura | Instinet.  Simeon has been named a Rising Star of Wall Street by Institutional Investor, a Rising Star of Equity Research by Business Insider, a Top Stock Picker by StarMine and a Top Earnings Estimator by Thomson Reuters and Refinitiv. He has worked on the Institutional Investor #1 ranked All America Research Team for Specialty Retail and the Wall Street Journal's "Best on the Street" list of top analysts. He is in constant dialogue with investors and C-Level Management across the industry, analyzing and advising on the ever-evolving retail landscape. He is a regular guest on CNBC and frequently quoted across the media including The Wall Street Journal, The New York Times, Women's Wear Daily, The Business of Fashion, Barron's and Bloomberg, among others.  Simeon received a BA in Economics and Philosophy from Columbia University and is a CFA charterholder. He serves on the Boards of Read Ahead and the Hebrew Free Loan Society and is Vice Chair of the UJA Luxury Division. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.