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Artwork for BMO ETFs: Views from the Desk

BMO ETFs: Views from the Desk

BMO Exchange Traded Funds
Quality Investing
Donald Trump
BMO Global Asset Management
Long-Short Strategies
Tariffs
Interest Rates
Inflation
Fixed Income
ETF
Bank Of Canada
Canada
Liquid Alternatives
Etfs
USMCA
Trump Tariffs
Factor Etfs
US Politics
Tax Loss Selling
Investing
Infrastructure Investment

In these timely episodes, we provide the latest investment news and expert commentary on the markets, the economy and investing.

PublishesTwice weeklyEpisodes323Founded6 years ago
Number of ListenersCategories
BusinessInvesting

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Artwork for BMO ETFs: Views from the Desk

Latest Episodes

Looking for portfolio diversifiers? In this episode, special guests Roxane Lapenna, Jimmy Xu and host Andrew Vachon delve into one of the world’s oldest assets, Gold, as well as the wider commodities complex, and several ways an exposure can help str... more

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 e... more

Where should investors be looking abroad? In this deep dive episode, Bipan Rai, Johan Ahlberg, and host ErikaToth put international equities under the microscope. They explore trends in recent flows data, ways to diversify outside of Canada with ETFs... more

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 Octob... more

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Recent Guests

Brent Joyce
Chief Investment Strategist for BMO Private Wealth
BMO Private Wealth
Episode: The Open Outcry: Why Equities Should Benefit from Tailwinds into 2026
Stephen Poloz
Ninth Governor of the Bank of Canada and author of The Next Age of Uncertainty
Bank of Canada
Episode: The Open Outcry: A Chat with Stephen Poloz
Valerie Grimba
Director of ETF Strategy at RBC Capital Markets and ETF market maker
RBC Capital Markets
Episode: E283 – A Deep Dive on Canadian Equities
Robert Kavcic
Senior Economist at BMO Economics
BMO Global Asset Management
Episode: The Open Outcry: Checking in on the Canadian Housing Market
Vishang Chawla
Managing the credit book over on the Active Fix Income Team at BMO
BMO GAM
Episode: The Open Outcry: A Quick Overview of the Credit Market
Olivia Pei
Portfolio Manager with BMO's Liquid Alternatives team
BMO Global Asset Management
Episode: The Open Outcry: How to deal with volatility in the U.S. rates market
Ali Jaffery
An economist with a focus on market analysis.
CIBC Economics
Episode: The Open Outcry: How fast is the U.S. macro backdrop weakening?
Brian Belski
Chief Investment Strategist at BMO Capital Markets with 35 years of experience
BMO Capital Markets
Episode: E273 – Going Beyond the Index with Brian Belski
Daniel Ghali
Senior Analyst and Commodities Specialist
TD Securities
Episode: The Open Outcry: What the Middle East Conflict Means for the Commodity Space

Host

Bipan Rai
Managing Director and ETF and Alternative Strategist at BMO Global Asset Management. He shares insights on ETF trends and investment strategies.

Reviews

4.6 out of 5 stars from 34 ratings
  • Great weekly round-up

    Informative, concise discussion on current market dynamics and what investment vehicles can best express the view. Gives listeners context, then actionable ideas.

    Apple Podcasts
    5
    Bay St. Tiberius
    Canadaa month ago
  • Insightful

    An insightful and engaging podcast for anyone interested in the financial markets. Zayla Saunders provides clear, well researched analysis on market trends, economic developments and investment strategies. What sets this podcast apart is its ability to make complex market dynamics understandable without oversimplifying.

    Keep up the good work!!

    Sue L.

    Apple Podcasts
    5
    Rovlelou
    Canadaa year ago
  • points

    This is a good podcast that covers the current week (like where we’re at), the recent past (like what got us where we are) and thoughts on future direction. Like a little lesson, wise reminders and opportunity ETF’s to look at.

    The participants are all professional and appreciated. I tune in each week and have made decent mods and check-ups to my BMO ETF’s portfolio. The intro and summary guy is awesome, the host is awesome and the (usually) two guests are awesome.

    The audio quality is total... more

    Apple Podcasts
    5
    Ibandyq
    Canada3 years ago
  • Excellent pod

    This is an entertaining, educational and listenable podcast. It is a great resource for DIY investors and those who want to be able to speak the same language as their advisors.

    Apple Podcasts
    5
    Hammer6969420
    Canada4 years ago
  • Sound quality

    The information is great but the quality of the sound needs to improve.

    Thank you

    Apple Podcasts
    2
    09&😂
    Canada5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Engaging analysis on financial markets, making complex topics understandable.
Encouraged to tune in for timely insights and market predictions.
Appreciated for expert guests and well-structured episodes, though some concerns about audio quality.
Informative, concise discussion on current market dynamics and actionable ideas.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#151
Canada/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

E286 – Outlook for International Equities
Q: What should investors be monitoring when looking at international equity exposures?
Investors should focus on quality as a key factor while being aware of political risks that could affect market conditions.
E286 – Outlook for International Equities
Q: Can you talk to us a little bit about BMO GAM's house view and outlook when it comes to international equities?
The outlook has shifted towards a more balanced approach, reducing overweight in EFI and considering emerging markets due to favorable factors.
E287 – The Case for Commodities
Q: What do you think investors should be concerned about when investing in one particular commodity over another?
Jimmy explains that commodities vary just like equities in terms of their drivers, highlighting the importance of diversification and considering the distinct economic and geopolitical factors affecting each commodity.
E287 – The Case for Commodities
Q: Can you tell me more about that ETF and what exactly is it designed to do?
Roxane explains that the BMO Broad Commodity ETF provides exposure to a diverse basket of commodities, eliminating the complexities of managing futures contracts.
E287 – The Case for Commodities
Q: Are commodities underutilized? Can you tell us why investors should consider them for their portfolio?
Roxane discusses that despite the perception, institutional investors have long been allocating to commodities for portfolio construction benefits, making them beneficial for stability and diversification.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Gender Skew
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Frequently Asked Questions About BMO ETFs: Views from the Desk

What is BMO ETFs: Views from the Desk about and what kind of topics does it cover?

This podcast offers timely insights and expert commentary on various aspects of the financial markets and investment strategies. Listeners can expect detailed discussions on relevant topics that affect economic trends, including market dynamics tied to geopolitical events, inflation, and the performance of exchange-traded funds (ETFs). Unique to this show is its focus on the latest news, delivering a blend of education and actionable advice to both novice and experienced investors, making it a valuable resource for those looking to enhance their understanding of contemporary investment practices and opportunities.

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Which podcasts are similar to BMO ETFs: Views from the Desk?

These podcasts share a similar audience with BMO ETFs: Views from the Desk:

1. Build Wealth Canada Podcast
2. The Canadian Investor
3. The Dividend Guy Blog Podcast
4. Long Term Investing - With Baskin Wealth Management
5. The Loonie Hour

How many episodes of BMO ETFs: Views from the Desk are there?

BMO ETFs: Views from the Desk launched 6 years ago and published 323 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 BMO ETFs: Views from the Desk?

Recent guests on BMO ETFs: Views from the Desk include:

1. Brent Joyce
2. Stephen Poloz
3. Valerie Grimba
4. Robert Kavcic
5. Vishang Chawla
6. Olivia Pei
7. Ali Jaffery
8. Brian Belski

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