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Markets Plus

Markets Plus

Written by: BMO
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About this listen

 Listen to Markets Plus to hear BMO leading experts share a wealth of timely and relevant perspectives on factors shaping the markets, economy, industry sectors, and much more. For more information about Markets Plus, visit bmocm.com/marketsplus.© Copyright BMO Financial Group Economics Personal Finance Politics & Government
Episodes
  • Federal Reserve Leadership: The Kevin Warsh Nomination and Policy Implications

    Federal Reserve Leadership: The Kevin Warsh Nomination and Policy Implications
    Feb 19 2026
    In this episode of BMO’s Beyond the Portfolio podcast, host Mike Miranda invited Henray Cohen, Head of Investments, BMO Wealth Management U.S., to take the role of guest host on a panel discussion featuring Richard Belley, Fixed Income Strategist, BMO Private Wealth, and Dan Phillips, Chief Investment Officer, BMO Wealth Management, U.S. The panelists examine the Federal Reserve leadership transition, analyzing Kevin Warsh's nomination as Fed Chair, his monetary policy framework, and more. They also discuss comparisons to Powell and Greenspan’s leadership styles, and implications for interest rate trajectory, term premiums, and portfolio positioning amid evolving inflation dynamics and technological productivity gains.
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    23 mins
  • Metal Matters on Markets Plus: The World Needs More Mining and Demands Better Mining

    Metal Matters on Markets Plus: The World Needs More Mining and Demands Better Mining
    Feb 18 2026
    In this special Metal Matters podcast, BMO Commodities Analyst Helen Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the role of sustainable mining is shifting in a world where mining and critical minerals has been thrust into the foreground of global geopolitics. They discuss the new Consolidated Mining Standard which marks a major turning point in harmonizing standards across the industry, as well as progress made in tailings management, gender-based violence, and the urgency around improving safety performance. Ro suggests that the increase in government participation and M&A in mining could bring opportunities for sustainability too.
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    40 mins
  • Real Estate 2026: Is There a “Fix in ’26”?

    Real Estate 2026: Is There a “Fix in ’26”?
    Feb 17 2026
    In this episode, host Stephan Richford, Group Head and Managing Director of Investment Banking for North American Real Estate, is joined by Catherine Sierakowski, Managing Director & Head, CB, I&CB Real Estate, and Michael Brodie, Managing Director & Head, Real Estate Investment Banking, to unpack what changed in 2025 and what it means for the year ahead.
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    29 mins
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