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
  • Inside the Shifting Landscape of Markets and Growth

    Inside the Shifting Landscape of Markets and Growth
    Feb 13 2026
    BMO Capital Markets CEO Alan Tannenbaum is joined by BMO Chief Investment Strategist François Trahan to break down the forces shaping today’s markets.
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    26 mins
  • The Hedge Report: Where Are Rates Headed?

    The Hedge Report: Where Are Rates Headed?
    Feb 3 2026
    The Hedge Report, a new series on Markets Plus, brings timely insights and practical hedging guidance designed for businesses navigating today’s uncertainty. Hosted by Cheryl Ferguson, Managing Director in Global Markets, each episode breaks down what’s moving markets and the strategies that can help manage interest rate and FX risk.
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    22 mins
  • Macro Horizons: Powell, Then Phil

    Macro Horizons: Powell, Then Phil
    Jan 30 2026
    In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 2nd, 2026, and respond to questions submitted by listeners and clients.
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    17 mins
  • Davos Unpacked: Signals of Global Optimism Ahead

    Davos Unpacked: Signals of Global Optimism Ahead
    Jan 29 2026
    In this episode of Markets Plus, Deland Kamanga, Group Head, Wealth Management, and Dr. Laurence B. Mussio, Special Advisor to the CEO, BMO Financial Group and Chair of the Long Run Institute, unpack the optimistic energy coming out of Davos 2026. From the powerful momentum behind AI and the shift toward energy abundance to the broader signals shaping the world’s economic outlook, they explore how these themes are influencing global growth, investment thinking, and the opportunities emerging ahead.
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    24 mins
  • Metal Matters: Geopolitical Rupture and the Age of Metals Stockpiling

    Metal Matters: Geopolitical Rupture and the Age of Metals Stockpiling
    Jan 24 2026
    In this episode of Metal Matters, Helen Amos discusses new highs in gold and silver prices as transatlantic tensions around Greenland’s future escalate. We look at how US metals stockpiling over Trump’s second term compares with the Cold War era, and reflect on new questions around China’s aluminium output, met coal’s steady come back and tin’s outperformance.
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    13 mins