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Artwork for Markets Plus

Markets Plus

BMO
Inflation
Tariffs
Artificial Intelligence
Canada
Federal Reserve
Canadian Economy
Interest Rates
BMO Capital Markets
Economic Growth
Trade Policy
BMO Financial Group
BMO
US Economy
United States
Private Equity
Real Estate
Supply Chain
Oil Prices
Donald Trump
Manufacturing Sector

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.

PublishesTwice weeklyEpisodes322Founded6 years ago
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InvestingBusiness NewsBusinessNews

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Latest Episodes

Kristin Milchanowski sits down with Lt General Ross Coffman (Ret.) Army Futures Command to explore why so many organizations struggle to scale AI and technology investments.

From energy prices and inflation expectations to Treasury market behavior and policy implications, this episode provides a clear view of how geopolitical developments transmit through markets, and what it means for investors and business leaders navi... more

On May 12, Ian Lyngen, Managing Director and Head of U.S. Rates Strategy, BMO Capital Markets, shared his thoughts on the outlook for the rates market at the 2026 BMO Real Assets Conference in New York. The Federal Reserve has a complicated path ahea... more

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In the latest episode of Journeys to Growing the Good on Markets Plus, Issam Majeed, Managing Director, Diversified BMO Corporate Finance, and Yousuf Soliman, Chairman of Naturamarket.ca and CEO & Co‑Founder of Revive Superfoods, discuss the evolving... more

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Recent Guests

Ian Lyngen
Managing Director and Head of US Rates Strategy, BMO Capital Markets
BMO Capital Markets
Episode: Evolving Outlook for the Rates Market
Yousuf Soliman
CEO of Naturamarket and Revive Superfoods
Naturamarket; Revive Superfoods
Episode: Fueling Healthier Lifestyles and Scaling with Purpose, Discipline and Digital Innovation: Yousuf Soliman in Conversation
Catherine Krantz
Managing Director, Portfolio Strategy at BMO Capital Markets
BMO Capital Markets
Episode: Middle East Conflict: Reading Market Signals About Risks
Mona Malone
Chief Administrative Officer, Chief Human Resources Officer, and Head of People, Culture and Brand
BMO Financial Group
Episode: Return on Intelligence: How Leaders Build Trust, Judgment, and Value with AI
Brent Joyce
Chief investment strategist
BMO Private Wealth
Episode: Middle East Conflict: Economic and Market Ripple Effects
Joel Jackson
MD, equity research, chemicals, fertilizer, and agriculture equipment sectors
BMO Equity Research / BMO Capital Markets
Episode: Metal Matters on Markets Plus: The Iran Conflict Is Upending Fertilizer Markets - Why We Care in Metals
Randy Ollenberger
Oil and Gas Equity Analyst at BMO Capital Markets
BMO Capital Markets
Episode: Middle East Tensions, Oil Shocks, and What Investors Need to Know
Frank Baylis
Executive Chairman of Baylis Medical, with a background of leading innovation in the medtech space and a strong emphasis on his mother's influence in establishing the company.
Baylis Medical
Episode: Inside the Future of MedTech: Bold Innovation and Leadership in Action
Ro Dhawan
President and CEO of the International Council on Mining and Metals (ICMM)
ICMM
Episode: Metal Matters on Markets Plus: The World Needs More Mining and Demands Better Mining

Host

Penn Egbert
Head of US Equity Research at BMO Capital Markets

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Apple Podcasts
#213
Canada/Business/Investing

Talking Points

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Evolving Outlook for the Rates Market
Q: What is your view on the likely direction of Fed policy by year-end given current inflation and wage dynamics?
The expectation is for potential rate cuts by year-end as the inflation picture evolves and labor market indicators give the Fed room to normalize policy, though the path remains uncertain with competing narratives.
Middle East Conflict: Reading Market Signals About Risks
Q: Doug, where do you see Fed and Bank of Canada policy heading in this environment, and what could derail those expectations?
Monetary policy likely remains data-dependent with a bias toward cautious tightening or keeping rates steady; risks include a renewed oil-price shock feeding inflation, but the backdrop of balanced inflation pressures and energy dynamics argues against aggressive hikes in the near term.
Middle East Conflict: Reading Market Signals About Risks
Q: Catherine, given the Iran war threatens subsea cables, how could this affect the economy and how should investors prepare?
Security of critical infrastructure is a key risk; diversification and prudent budgeting for potential transmission disruptions are important, along with recognizing that while the threat exists, diversification helps mitigate impact, and investments may need to consider resilience in data and communications infrastructure.
Middle East Conflict: Reading Market Signals About Risks
Q: Randy, how does the fragile geopolitical situation between the US and Iran continue to affect energy markets, and what is likely to come next?
The situation will keep flows temporarily disrupted and create ongoing volatility as negotiations unfold, with the expectation of a period of heightened risk but not a simple, linear path back to normal, given likely disagreements and potential escalation in the interim.
Return on Intelligence: How Leaders Build Trust, Judgment, and Value with AI
Q: What practical steps can leaders take next to move from information to intelligence with AI?
Audit recurring decisions, map inputs and noise, identify where AI can reduce cycle time or improve quality, and incrementally increase AI usage in daily work to build familiarity and trust.

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Frequently Asked Questions About Markets Plus

What is Markets Plus about and what kind of topics does it cover?

Markets Plus offers timely, analyst-led discussions focused on macroeconomics, energy, commodities, and policy shifts that move markets. Episodes frequently feature senior BMO economists and industry specialists unpacking how geopolitical events, energy shocks, trade developments, and central bank actions shape inflation, interest rates, and asset allocation. A recurring strength is blending macroeconomics with practical investment guidance, including sector rotations, risk premia, and balance-sheet considerations for capital markets participants. Notable is the strong emphasis on energy and metals, with expert guests from oil, mining, medtech, and finance providing both strategic and actionable insights. The show tends to attract financial... more

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Which podcasts are similar to Markets Plus?

These podcasts share a similar audience with Markets Plus:

1. Barclays Brief
2. BMO Views from the North
3. Notes on the Week Ahead
4. The Journal.
5. Thoughts on the Market

How many episodes of Markets Plus are there?

Markets Plus launched 6 years ago and published 322 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Markets Plus?

Recent guests on Markets Plus include:

1. Ian Lyngen
2. Yousuf Soliman
3. Catherine Krantz
4. Mona Malone
5. Brent Joyce
6. Joel Jackson
7. Randy Ollenberger
8. Frank Baylis

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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