Markets Plus

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.

How is the metals and mining industry driving sustainable development? Rohitesh Dhawan, CEO and President of the International Council on Mining and Metals (ICMM), and Camilla Sutton, BMO’s Head of Equity Research for Canada and the UK, explore the industry’s progress, key achievements, and what’s next. During this 30-minute episode, they discuss the ICMM and its members’ progress on Consolidated Mining Standards, TNFD, decarbonization, the ‘trust deficit,’ and how the industry is contributing to sustainable development.

Oscar Johnson, U.S. Head of Commercial Sales for Treasury and Payment Solutions, BMO provides a brief introduction before Dean Gillis, Managing Director and Head of Global Trade and Global Transaction Banking, BMO moderates a timely panel discussion about the impact of trade policy on the economic outlook in the U.S. and Canada and practical ways to manage currency and interest rate risk in a changing business environment. Panelists included:

Today’s episode (recorded on February 5) features our BMO Economists and Markets specialists and focuses on how US Tariffs could impact the Canadian and US economies and markets.

How will U.S. Tariffs on Canada impact the economy, equities, oil & gas, autos, and banks? Join us for a 25-minute discussion with BMO’s Deputy Chief Economist, Michael Gregory, Chief Investment Strategist, Brian Belski, Oil & Gas Analyst, Randy Ollenberger, Consumer Analyst, Tamy Chen and Banks Analyst, Sohrab Movahedi, recorded 24hrs before the tariffs were set to take effect (recorded on February 3, 2025).

In this episode of Markets Plus, Warren Estey, Head of Investment Banking at BMO Capital Markets, sits down with Daniel Pink, New York Times bestselling author. From how organizations can foster a culture that encourages learning from mistakes and promote continuous employee improvement to one daily habit for business leaders, Pink shares his key learnings around a wide variety of topics including leadership, motivation, discipline and regret and how they play a role in the workplace.

U.S. president-elect Donald Trump has threatened to impose 25% tariffs on all imports from Canada and Mexico on his first day in office – unless both countries deal with border security issues. Listen to our informative discussion to examine the facts and explore the implications of what this could mean for businesses and consumers.

The broad economic picture suggests a rebound for the Canadian economy after two years of sluggish performance. Listen to Doug Porter, Chief Economist, BMO Economics, to learn more.

To highlight the strength of Latina entrepreneurs, Erminia (Ernie) Johannson, Group Head, North American Personal and Business Banking at BMO Financial Group, sat down with Patty Arvielo, CEO and Co-Founder of New American Funding, to discuss the importance of creating a strong corporate culture without pausing personal growth. 

In this episode, listen as two leaders share their stories that can guide all entrepreneurs. BMO’s Nadim Hirji had the privilege of sitting down with George L. Pla and Fatima Djelmane Rodriguez, two leaders who are advocates for the Latino entrepreneurial community.