最高の BMO ポッドキャスト (2024)

1
E220 – A Divergence in Economic Strength 27:34

6d ago27:34

27:34

As the economy shows more signs of weakness, will the Bank of Canada be the first to cut rates? In today’s episode, Portfolio Managers Chris McHaney, Chris Heakes, and your host, Mckenzie Box, examine the economic divergence between Canada and the U.S., and potential paths forward. They also discuss currency exposure, a large federal investment in …

1
28 - How the US presidential election could impact the global economy 19:10

14d ago19:10

19:10

How could the outcome of the US election impact the global economy? BMO Senior Economist Sal Guatieri is joined by Michael Gregory, deputy chief economist at BMO, to discuss the implications and risks associated with the upcoming presidential election. Depending on who is elected in November 2024, we could see some major shifts in policy and spendi…

1
E219 – Gold’s Record-High Rally 23:10

14d ago23:10

23:10

What’s behind gold’s record-high rally? In today’s episode, Portfolio Managers Chris Heakes, Omanand Karmalkar, and your host, Mckenzie Box, identify a few forces supportive of bullion in the short and longer-term. They also discuss three ways to manage market volatility and U.S.-dollar-denominated ETFs. ETFs mentioned in the podcast: BMO Gold Bull…

1
Jake Day, Maryland's Secretary of Housing & Community Development and former Mayor of Salisbury 35:37

14d ago35:37

35:37

In this episode, we welcome Jake Day, Maryland's Secretary of Housing & Community Development and former Mayor of Salisbury, known for his dynamic urban redevelopment efforts. During his tenure, Salisbury saw a dramatic decrease in homelessness and crime, and revitalized its downtown, contributing to its status as Maryland's fastest-growing city. A…

1
YOUR ENEMIES ARE DESTROYED 21:14

23d ago21:14

21:14

This word is to let you know that no matter where the LORD GOD has you, your enemies are destroyed. But you must be in right relationship with Him!Wycal による

1
E218 – Fed Holds & Hints 3 Cuts to Come 23:26

28d ago23:26

23:26

As expected, the U.S. Federal Reserve left its key interest rate unchanged for the fifth consecutive time, while maintaining cuts are likely still to come. In today’s episode, Portfolio Managers Winnie Jiang, Chris Heakes, and your host, Erika Toth, break down the latest announcement. They also discuss the path to rate normalization, alternatives t…

1
E217 – A Deep Dive on Gold 19:42

1M ago19:42

19:42

In this deep-dive episode, we explore the glittering world of gold bullion. They discuss notable trends, including the macroeconomic backdrop and push for de-dollarization, provide a use case for portfolio construction and introduce new BMO ETFs for Physical Gold. The episode was recorded live on Wednesday, March 13, 2024. ETFs mentioned in the pod…

1
E216 – Decoding Q1 Canadian Bank Earnings 33:14

1M ago33:14

33:14

In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley discuss the first quarter earnings from Canada’s “Big Six,” breaking down the recent results and the macro trends impacting markets. They also examine rising loan-loss provisions and commercial real estate and look back on the U.S. regional banking crisis a year after it bega…

1
E215 – It’s Still ‘Too Early’ for Cuts 29:11

1M ago29:11

29:11

The Bank of Canada kept its benchmark rate at 5% for the fifth consecutive time, saying it’s “too early” for cuts. In today’s episode, Portfolio Managers Omanand Karmalkar, Matt Montemurro, and your host, Erika Toth, examine the dynamics of inflation and explore what the future could hold. They also discuss tailwinds in the Utilities sector, a barb…

1
27 - Has the Economy Already Landed? Issues impacting the Canadian and U.S. economies and markets 20:24

1M ago20:24

20:24

BMO Senior Economist Sal Guatieri is joined by Doug Porter, Chief Economist at BMO Financial Group, to discuss the impact that the labour market, food prices and energy costs are having on inflation in both Canada and the United States, as well as when interest rates may finally start to come down. Visit BMO.com/onlineinvesting for more information…

1
GOD IS MY SHIELD 24:20

2M ago24:20

24:20

This episode talks about how the LORD GOD shields us from the many this in life that can destroy us that we have done to ourselves or that someone else as set a trap for us. We must repent for our wrongdoing and trust in Jesus always.Wycal による

1
E214 – How Long Will Nvidia’s Reign Last? 24:13

2M ago24:13

24:13

BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) BMO Nasdaq 100 Equity Hedged to CAD Index ETF (Ticker: ZQQ) BMO Nasdaq 100 Equity Index ETF (Ticker: ZNQ)** BMO Covered Call Technology ETF (Ticker: ZWT) BMO Covered Call Canadian Banks ETF (Ticker: ZWB) BMO Canadian Bank Accelerator ETF (Ticker: ZEBA) BMO Equal Weight Banks Index ETF (Ticker: ZEB) …

1
Al Hutchinson, President & CEO of Visit Baltimore 37:02

2M ago37:02

37:02

In this episode, we're joined by Al Hutchinson, President and CEO of Visit Baltimore, who has played a crucial role in positioning the city as a top destination for conventions, meetings, and leisure visits. With over 24 years of experience in the hospitality and destination marketing industry, Al shares his insights into Baltimore's tourism sector…

1
Harder for dad… 22:20

2M ago22:20

22:20

The family court system has made it hard for the dad. The system was never built for the evolution of the father. Now the father has to navigate the system and at home….

1
E213 – Inflation Falls Within BoC Target. What’s Next? 25:18

2M ago25:18

25:18

Canada’s inflation rate fell within the Bank of Canada’s target range, easing to 2.9% in January. With potential rate cuts on the horizon, portfolio managers Chris McHaney, Chris Heakes, and your host, Mckenzie Box, make a case for duration and discuss how to manage reinvestment risk. They also explore long-short equity strategies and share their t…

1
You Are Still The Blessing 17:25

2M ago17:25

17:25

No matter where you are or what your going through You Are Still the Blessing to those around you!Wycal による

1
E212 – U.S. Inflation Up. When Are Rates Coming Down? 32:34

2M ago32:34

32:34

ETFs mentioned in the podcast: BMO Equal Weight Utilities Index ETF (Ticker: ZUT) BMO Equal Weight REITs Index ETF (Ticker: ZRE) BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP) ZJAN - BMO US Equity Buffer Hedged to CAD ETF – January…

1
E211 – A Deep Dive on Buffer ETFs 19:31

2M ago19:31

19:31

In this deep-dive episode, Portfolio manager Chris McHaney, and your host, McKenzie Box, delve into Buffer ETFs—starting with the fundamentals, including how they work and where they fit into portfolios. They also provide comprehensive scenarios for various market conditions. The episode was recorded live on Wednesday, February 7, 2024. ETFs mentio…

1
Laurie Schwartz, President of the Waterfront Partnership of Baltimore 35:59

2M ago35:59

35:59

In this episode of #FreeToBmore, we connect with Laurie Schwartz, President of the Waterfront Partnership of Baltimore. Known for her instrumental role in city planning and development, Laurie's leadership has transformed Baltimore's waterfront into a thriving recreational hub and a magnet for tourism. Tune in as we explore her innovative projects,…

1
E210 – Unpacking the Latest U.S. Economic Data 21:48

3M ago21:48

21:48

The Federal Reserve left rates unchanged on Wednesday—hinting cuts aren’t coming soon. In today’s U.S.-centric episode, portfolio managers Winnie Jiang, Chris McHaney, and your host, Erika Toth, analyze the latest economic data. They also discuss the upcoming presidential election, fixed income positioning and factor exposures. Erika Toth is a Dire…

1
DON'T DESPISE the TRIALS 10:41

3M ago10:41

10:41

Do not grumble about the trials that the LORD GOD is allowing you to go through, this is not to destroy you but to help you grow.Wycal による

1
26 - Better Financial Conditions Flag Soft Landing 6:15

3M ago6:15

6:15

Are economists overly pessimistic about the state of the economy? BMO Senior Economist, Sal Guatieri discusses the implications of easing financial conditions on the economic and rate outlooks for the U.S. and Canada. Visit BMO.com/onlineinvesting for more information and to learn how you can start investing today.…

1
E209 – Rates, Netflix & Trump 24:56

3M ago24:56

24:56

In the Bank of Canada’s latest announcement, the tone seems to have shifted in a new direction. In today’s episode, portfolio managers Matt Montemurro, Chris Heakes, and your host, McKenzie Box, explore what’s next for monetary policy. They also discuss Tech stocks, volatility and what another Trump term could mean for markets. McKenzie Box is Dire…

1
E208 – ETF Industry Outlook 17:34

3M ago17:34

17:34

Despite turbulent markets in 2023, the ETF industry continues to thrive, providing Canadian Investors with new options for growth. Portfolio manager Alfred Lee and your host, McKenzie Box, take a deep dive into the themes driving demand and the benefits ETFs have to various user types. Read the episode summary. McKenzie Box is Director of Product a…

1
Annie Milli, Executive Director of Live Baltimore 33:51

3M ago33:51

33:51

In this episode, we're joined by Annie Milli, the Executive Director of Live Baltimore, an organization dedicated to showcasing Baltimore as an amazing place to live. Annie's diverse background in marketing and her passion for Baltimore shine through as she shares insights into Live Baltimore's innovative programs and experiences living in the vibr…

1
E207 – 2024 BMO ETF Desk Update on Positioning 19:29

3M ago19:29

19:29

In this episode, the team discusses the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine interest rate expectations, the Technology sector, U.S. and Canadian banks, a barbell strategy to add duration, and portfolio positioning for 2024. The episode was recorded live on Thursday, December 21, 20…

1
God Will Provide the Way of Escape 24:46

3M ago24:46

24:46

Through the many things that we go through the LORD God has allowed the testing to happen. And when He allows the evil one to test us the LORD GOD will provide the way for you to escape the temptation.Wycal による

1
The Coming of the Lawless One 15:24

4M ago15:24

15:24

This podcast is about the coming of the Anti-Christ and the activity of Satan that He operates in.Wycal による

1
E206 – A Year in Review 19:08

4M ago19:08

19:08

As the year draws to a close, Portfolio Manager Alfred Lee, and your host, McKenzie Box, look back on the industry trends and themes that shaped 2023. In today’s episode, they discuss fixed income’s comeback, inflation, AI, gold, Canadian banks and cash. McKenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined …

1
E205 – Decoding Q4 Canadian Bank Earnings 39:08

4M ago39:08

39:08

In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley take a deep dive into the fourth quarter earnings from Canada’s “Big Six,” discussing the highs and lows from recent results. They also explore tax loss selling, a potential mortgage renewal crunch, accelerator ETFs, earnings per share (EPS) estimates, and proposed regulatory…

1
E204 – A Deep Dive on HISA ETFs 15:40

4M ago15:40

15:40

In a long-awaited ruling, Canada’s banking regulator cracked down on high-interest savings account ETFs at the end of October. Portfolio manager Matt Montemurro, and your host, McKenzie Box, take a deep dive into the stricter liquidity rules and what could happen when the new requirements take effect in January. McKenzie Box is Director of Product …

1
Mike Galiazzo, President of the Regional Manufacturing Institute of Maryland 33:22

4M ago33:22

33:22

In this episode of #FreeToBmore, we connect with Mike Galiazzo, President of the Regional Manufacturing Institute of Maryland. Join us as we explore the dynamic landscape of manufacturing and delve into Mike's vision for Maryland's future. Tune in for a captivating conversation about the future of manufacturing in Maryland!…

1
E203 – Bank of Canada Ends Year with a Hold 22:35

4M ago22:35

22:35

Disclosure: *AUM Flows for ZEB, source BMO Global Asset Management, as of November 30th, 2023. **ZEB Calendar Performance Source: Bloomberg as of November 30 2023. An investor that purchases Units of a Structured Outcome ETF other than at starting NAV on the first day of a Target Outcome Period and/or sells Units of a Structured Outcome ETF prior t…

1
E202 – Bank Earnings: Hits & Misses 26:18

5M ago26:18

26:18

It’s reporting season once again for the “Big Six” Canadian banks. In today’s episode, portfolio managers Chris McHaney, Charles-Lucien Myssie, and your host, McKenzie Box, break down the earnings hits and misses so far. They also discuss Technology’s reign and outlook, the high-yield space, and when to add duration. Read the episode summary. McKen…

1
25 - Whither China's Economy? 18:42

5M ago18:42

18:42

All is not well with the world’s second-largest economy. What do China’s recent economic struggles mean for the global economy and investors? BMO Senior Economist Sal Guatieri is joined by Art Woo, Director and senior economist at BMO, to assess whether China’s economy can remain an engine of global growth. Visit BMO.com/onlineinvesting for more in…

1
E201 – Earnings, Inflation & the “Magnificent Seven” 30:29

5M ago30:29

30:29

As the U.S. earnings season closes out, portfolio managers Alfred Lee, Omanand Karmalkar, and your host, Erika Toth, inspect companies’ report cards—putting the “Magnificent Seven” under the microscope. They also discuss dividend strategies, Canada’s inflation rate, Energy, and U.S. dollar-denominated ETFs. Read the episode summary. Erika Toth is t…

1
E200 – Is the End of Fed Rate Hikes in Sight? 25:21

5M ago25:21

25:21

Has the latest U.S. CPI print cemented the end to Fed rate hikes? In our 200th episode, portfolio managers Matt Montemurro, Chris McHaney, and your host, McKenzie Box, analyze this small, but important, improvement on the inflation front. They also discuss what’s trending in BMO ETFs, the outlook for the U.S. dollar and commercial real estate. McKe…

1
E199 – Treasuries and Tax-Loss Selling 27:26

5M ago27:26

27:26

Treasuries are back on investors’ minds this week, this time with many looking for a tactical trade at the long end of the curve. In today’s episode, portfolio managers Chris Heakes, Matt Montemurro, and your host, McKenzie Box, explore the upside of a barbell approach as interest rates continue to plateau. They also discuss getting back into divid…

1
Kory Bailey, Prominent Leader in Baltimore’s Startup and Tech Community 35:00

6M ago35:00

35:00

Meet Kory Bailey, a true pioneer in Baltimore’s tech and startup scene! As the Relationship Development Director at UpSurge Baltimore, he is at the forefront of driving change and equity through innovation. Tune in to be part of the conversation, and let's ignite Baltimore’s innovative spirit!Enoch Pratt Free Library による

1
E198 – Places to Park Cash 23:24

6M ago23:24

23:24

Canada’s banking regulator cracked down on HISA ETFs in a long-awaited ruling. In today’s episode, our portfolio managers, and your host, Andrew Vachon, digest OSFI’s decision and provide places to park cash. They also discuss the latest Fed and Treasury announcements, the likelihood of a technical recession, and developments from the Bank of Japan…

1
E197 – Interest Rates on Hold. What’s Next? 31:03

6M ago31:03

31:03

In its latest announcement, the Bank of Canada held interest rates steady at 5%, opening the door to speculation. In today’s episode, portfolio managers Matt Montemurro, Omanand Karmalkar, and your host, Mckenzie Box, discuss the central banks’ downgraded outlook and when it could reach its 2% inflation target. They also explore a barbell strategy,…

1
24 - Do Current High-interest Rates Represent the New Normal? 9:17

6M ago9:17

9:17

The highest borrowing costs since before the financial crisis of 2008 have upset investors’ assumptions of asset values, threatening to up-end housing prices. Long-term rates have climbed, alongside the highest policy rates in two decades, but no one expected those rates to scale 16-year peaks. So what does this mean moving forward? BMO Senior Econ…

1
BMO ETF Q4 Investment Strategy 13:48

6M ago13:48

13:48

Higher interest rates for longer are creating volatility, yet also an opening for investors to earn attractive yields on the front end of the curve. Erika Toth discusses the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine the latest market dynamics, and portfolio positioning across asset class…

1
E196 – Cash Rules. How to Play the Current Yield Environment 24:56

6M ago24:56

24:56

Bond yields continue to drive higher, creating volatility across markets, but also opening up opportunities for relatively risk-free returns on cash. On today’s episode, our portfolio managers and your host Mckenzie Box, discuss money market strategies and other cash options, while tracking the early returns on Q3 earnings season. They also discuss…

1
E195 – Stocks Plunge as Yields Surge 25:48

6M ago25:48

25:48

As yields soar to multi-decade highs, the Federal Reserve’s higher-for-longer rates narrative is beginning to sink in. In today’s episode, portfolio managers Winnie Jiang, Charles-Lucien Myssie, and your host, Mckenzie Box, discuss prudent ways to play defense in an uncertain environment. They also discuss equity portfolio positioning, Structured O…

1
President of the Downtown Partnership of Baltimore, Shelonda Stokes 32:52

6M ago32:52

32:52

In this episode, we're honored to have Shelonda Stokes, the President of the Downtown Partnership of Baltimore, as our guest. Join us as we dive into Ms. Stokes' background, and her incredible work, and gain insights into her vision for the future of Downtown and Baltimore City. Her dedication to the city is truly inspiring, and her perspective is …

1
E194 – U.S. Government Shutdown, Explained 28:51

7M ago28:51

28:51

Will the U.S. government find another last-minute resolution? In today’s episode, portfolio managers Matt Montemurro, Omanand Karmalkar, and your host, Mckenzie Box, explore the potential repercussions of the latest political standoff. They also discuss India as an attractive emerging market, mortgage-back securities and secular growth trends in He…

1
23 - How Housing Unaffordability Impacts Us All 9:22

7M ago9:22

9:22

Housing affordability impacts everyone, from home buyers, to renters, to investors. BMO Senior Economist Sal Guatieri delves into the issue for both Canada and the United States, discussing how we got here and where affordability may be going, as well as implications for the economy and investors. Visit BMO.com/onlineinvesting for more information …

1
E193 – How to Play the Fed’s Higher for Longer Rate Path 25:43

7M ago25:43

25:43

Inflation on both sides of the border is edging higher, forcing central banks to strike a more hawkish tone, while rising oil threatens to keep the heat turned up on consumer prices. On today’s episode, BMO Global Asset Management portfolio managers Chris Heakes and Alfred Lee, and your host Mckenzie Box, discuss the latest North American Consumer …

1
E192 – Decoding Q3 Canadian Bank Earnings 38:36

7M ago38:36

38:36

Third quarter earnings season for Canada’s biggest lenders saw share prices slump amid rising loan-loss provisions and broader economic concerns. Yet amid the gloom, our experts parse out reasons why Canadian banks are a wise investment for long-term investors. On this episode, Sohrab Movahedi, Chris Heakes, and your host Daniel Stanley, dissect th…

聞く価値のあるポッドキャスト

ポッドキャスト BMO

聞く価値のあるポッドキャスト

クイックリファレンスガイド