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PODCAST

The Open Outcry

BMO Exchange Traded Funds

Welcome to the Open Outcry, a term used to describe the frenetic discourse of the trading floor. We aren’t exchanging securities, but dealing in ideas on markets, economies and the intersection of the two in a world where trade, geopolitics and the investment climate are in flux. Brought to you by BMO Global Asset Management.

business investing

All Episodes

00:28:59

E22 – Why Equities Should Benefit from Tailwinds into...

The Open Outcry ·

2025/10/29

The AI capex boom is helping spur equity valuations higher, but prompting worries about a potentially painful market correction. Brent Joyce of BMO Private Wealth joins Bipan to discuss why this cycle truly is different, as well as the outlook for earnings through next year. This podcast was record live on October 23, 2025. Disclaimers:This podcast is for informational or educational purposes only and does not provide investment advice or recommendations. The information contained herein is not, and

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00:41:39

E21 – A Chat with Stephen Poloz

The Open Outcry ·

2025/10/21

Former Bank of Canada Governor Stephen Poloz joins Bipan to discuss the implications of the fourth industrial revolution now underway, and how Canadian policymakers can respond to seismic shifts to the economy. This podcast was recorded live on October 16, 2025. Disclaimers:This podcast is for informational or educational purposes only and does not provide investment advice or recommendations. The information contained herein is not, and should not be construed as, investment, tax or legal advice to

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00:25:38

E20 – Renewed U.S.-China Trade War Clouds Outlook

The Open Outcry ·

2025/10/15

A surprisingly hardline stance from Beijing on rare earths exports combined with Trump’s renewed threat of steep import tariffs has swiftly thrust global trade tensions back to the forefront for markets. TD Cowen’s Chris Krueger joins Bipan to discuss where the trade war could go from here—amid an ongoing U.S. government shutdown that may last for weeks or more. This podcast was recorded live on October 14, 2025. Disclaimers:This podcast is for informational or educational purposes only and does not

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00:20:20

E19 – Gold’s ‘Glow Up’ Moment

The Open Outcry ·

2025/10/01

Central banks have been the biggest source of demand for bullion in recent years, however, that is shifting as new entrants alter the balance of power. Daniel Ghali of TD Securities joins Bipan to discuss current market dynamics, as well as the outlook for silver and copper. This episode was recorded live on September 30, 2025. Disclaimers:This podcast is for informational or educational purposes only and does not provide investment advice or recommendations. The information contained herein is

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00:25:21

E18 – Checking in on the Canadian Housing Market

The Open Outcry ·

2025/09/24

Slack is building in multiple areas of the Canadian economy, while immigration trends that were supporting growth are now reversing. Robert Kavcic, senior economist with BMO Capital Markets joins Bipan to explore the macro themes impacting inflation, the housing market and broader economic backdrop now through next year. This podcast was recorded live on September 22, 2025. Disclaimers:This podcast is for informational or educational purposes only and does not provide investment advice or

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00:25:04

E17 – A Quick Overview of the Credit Market

The Open Outcry ·

2025/09/10

Central bank policy decisions amid mixed economic data loom large over North American credit markets this fall. Vishang Chawla, portfolio manager, active fixed income, joins Bipan to discuss key differences between Canadian and U.S. investment-grade and high yield bond market dynamics, and how slowing growth and inflation risks are affecting each. This podcast was recorded live on September 9, 2025. Disclaimers:This podcast is for informational or educational purposes only and does not provide

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00:19:11

E16 – September seasonality and other macro factors...

The Open Outcry ·

2025/09/03

The early autumn has been accompanied in recent years by broad market weakness and heightened volatility, and this September appears to be no exception. Bipan looks at what’s driving the phenomenon, as well as other macro factors currently impacting financial markets. This episode was recorded live on September 2, 2025. Disclaimers:This podcast is for informational or educational purposes only and does not provide investment advice or recommendations. The information contained herein is not, and

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00:19:22

E15 – How to deal with volatility in the U.S. rates...

The Open Outcry ·

2025/08/13

Monetizing volatility through structured rate instruments has become a trusted income strategy, including for the BMO Strategic Fixed Income Yield Fund, sometimes called BMO’s “structured rates fund.” Portfolio manager Olivia Pei joins Bipan to discuss how the vehicle is constructed, the way it differs from comparable strategies such as covered calls and its use case as a diversified income generator for cash-focused portfolios. This podcast was recorded live on August 12, 2025. Disclaimers:This

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00:27:40

E14 – How fast is the U.S. macro backdrop weakening?

The Open Outcry ·

2025/08/06

The latest U.S. jobs report has sent tremors through financial markets, altering odds of when—and how quickly—the U.S. Federal Reserve will commence its cutting cycle. Ali Jaffery of CIBC Economics joins Bipan to break down the recent string data flow from south of the border, and what it means for investors. Ali also provides advice on fantasy football for the upcoming season. This podcast was recorded live on August 5, 2025. Disclaimers:This podcast is for information purposes. The information

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00:23:22

E13 – All About CLOs

The Open Outcry ·

2025/07/30

Collateralized Loan Obligations are shaking up the Canadian investing landscape. Bipan is joined by BMO Global Asset Management’s private credit head, Mark Jarosz, to explore how these investments are structured and can be used to add diversified yield potential. This podcast was recorded live on July 29, 2025. Disclaimers:This podcast is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular

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00:29:41

E12 – The Bank of Canada’s Path Forward

The Open Outcry ·

2025/07/23

Job market data and other official figures suggest the Canadian economy is on surprisingly steady ground, yet other indicators are decidedly bearish. Royce Mendes of Desjardins Capital Markets joins Bipan to discuss what the it all means for upcoming interest rate decisions from the Bank of Canada while factoring in a fraught U.S.-Canada trade relations backdrop. This podcast was recorded live on July 22, 2025. Disclaimers:This podcast is for information purposes. The information contained herein is

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00:21:19

E11 – What the Middle East Conflict Means for the...

The Open Outcry ·

2025/06/25

A new floor price for world oil prices as well as rising forecasts for gold are two among many implications traders are weighing as tensions simmer between Iran, Israel as well as the United States. Bipan is joined by TD Securities strategist Daniel Ghali to discuss what impact the conflict has had on commodity and energy price expectations. This podcast was recorded live on June 24, 2025. Sources IEA, as of May 31, 2025Disclaimers:This podcast is for information purposes. The information contained

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00:18:22

E10 – The 411 on Section 899

The Open Outcry ·

2025/06/18

A part of the new U.S. tax bill (Section 899) holds potentially sweeping implications for Canadian investments in the United States. Leila Ross from BMO Global Asset Management joins Bipan to break down what the current proposals are, their possible impact on Canadians, and what could change before the legislation is passed. This podcast was recorded live on June 17, 2025. Disclaimers:This podcast is for information purposes. The information contained herein is not, and should not be construed as,

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00:18:44

E9 – June House View: Neutral for Now, but Keep the...

The Open Outcry ·

2025/06/11

Bipan Rai and BMO GAM Chief Investment Officer Sadiq Adatia discuss the monthly House View outlook from Sadiq and team for June, dissecting the group’s shift to a neutral posture across asset classes, with the intent of being opportunistic. This podcast was recorded live on May 5, 2025. For BMO GAM’s latest monthly House View report, visit: https://bmogam.com/ca-en/insights/monthly-house-view/ Disclaimers:This podcast is for information purposes. The information contained herein is not, and should

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00:22:53

E8 – One Big, Beautiful Podcast that Unpacks Trump’s...

The Open Outcry ·

2025/05/28

U.S. House Republican tax legislation backed by President Trump holds potentially significant implications for foreign investors, including Canadians. Bipan Rai sits down with Chris Krueger, Managing Director with TD Cowen’s Washington Research Group to pore over the details, and discuss the potential market impact. This podcast was recorded live on May 27, 2025. Disclaimers:The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication and do not

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00:22:12

E7 – The Current State of the CAD and US Rates Markets

The Open Outcry ·

2025/05/14

With the Federal Reserve and Bank of Canada (BoC) travelling on what appear to be different policy trajectories, Jason Daw, head of North American rates strategy for RBC Capital Markets, joins Bipan Rai to discuss what that means for North American bonds. The pair also discuss the latest Financial Stability Report from the BoC. This podcast was recorded live on May 13, 2015.Disclaimers:The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication

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00:25:37

E6 – A Guide to Hedge Fund Investing

The Open Outcry ·

2025/05/09

Bipan Rai is joined by Alex Singh, alternatives partnerships lead for BMO Global Asset Management to discuss the benefits of hedge funds in an overall portfolio, as well as talk about the new partnership between BMO GAM and Goldman Sachs Asset Management to launch a multi-strategy fund for Canadian investors. Note: the investment product mentioned in this podcast is only available to BMO Nesbitt Burns advisors to date. This podcast was recorded live on May 1, 2025.Please visit: Alternative

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00:22:46

E5 – New Liberal Government Confronts Rising...

The Open Outcry ·

2025/04/30

A post-election special from BMO ETFs and alternatives strategist Bipan Rai and guest Ali Jaffery, executive director and senior economist at CIBC. Housing, infrastructure and defence spending are top priorities for the newly elected Liberal government. However, the pair discuss how rising trade and recession risks could upend that agenda and force new stimulus measures instead. This podcast was recorded live on April 29, 2025. Disclaimers:The viewpoints expressed by the speakers represent their

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00:13:01

E4 – Why Cracks Are Widening in US Dollar Dominance

The Open Outcry ·

2025/04/23

A volatile U.S. dollar amid broader trade uncertainty has many Canadian investors questioning whether to add or pare back their FX hedges to the greenback. Bipan Rai, managing director of ETF and structure solutions strategy at BMO ETFs, provides a brief history of the dollar’s evolution as the global reserve currency, and his view on where the greenback goes from here. This episode was recorded live on April 22, 2025.Disclaimers:The viewpoints expressed by the speakers represent their assessment of

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00:21:11

E3 – How Canada should handle Trump’s tariff shock

The Open Outcry ·

2025/04/16

Tariff risk is a significant challenge for the Canadian economy—but it’s certainly not the only one confronting policy makers and the private sector. Benjamin Tal, deputy chief economist for CIBC joins Bipan Rai, director of ETF strategy at BMO ETFs to discuss how to handle Trump’s tariff shock, as well as other economic risk factors facing Canada. This episode was recorded live on April 10, 2025. Disclaimers:The viewpoints expressed by the speakers represent their assessment of the markets at the

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22 results

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