Sign up to save your podcasts
Or
Share Re-thinking the Price Deck
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Re-thinking the Price Deck
This week Helen Amos is joined by commodities analyst, George Heppel. They discuss new frameworks for thinking about long term commodity prices, how investors are viewing gold even after its explosive rally, and what big deficits in copper, platinum and silver could mean for prices.
BMO clients can view our reports here:
Q4 2025 Metals & Bulk Commodity Price Update: A Sanctuary in the Storm
Upgrading the Long Term: Drilling in on Gold, Copper, and Iron Ore
Click here for transcript
To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
View all episodes
By BMO Capital Markets Equity Research
5
11 ratings
This week Helen Amos is joined by commodities analyst, George Heppel. They discuss new frameworks for thinking about long term commodity prices, how investors are viewing gold even after its explosive rally, and what big deficits in copper, platinum and silver could mean for prices.
BMO clients can view our reports here:
Q4 2025 Metals & Bulk Commodity Price Update: A Sanctuary in the Storm
Upgrading the Long Term: Drilling in on Gold, Copper, and Iron Ore
Click here for transcript
To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
More shows like BMO Equity Research Metal Matters
View all
Exchanges
963 Listeners
Macro Voices
3,069 Listeners
Odd Lots
1,983 Listeners
Sprott Money News
150 Listeners
Capital Allocators – Inside the Institutional Investment Industry
793 Listeners
FT News Briefing
661 Listeners
Palisades Gold Radio
263 Listeners
Money of Mine
21 Listeners
All-In with Chamath, Jason, Sacks & Friedberg
10,218 Listeners
The Big Take
155 Listeners
The Markets
77 Listeners
Merryn Talks Money
50 Listeners
Unhedged
193 Listeners
Bloomberg Daybreak: Europe Edition
7 Listeners
Prof G Markets
1,449 Listeners