The Open Outcry
by BMO Exchange Traded Funds
Latest episode
E47 – US Midterms: What’s at Stake for Canada
E47 – US Midterms: What’s at Stake for Canada
About this podcast
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.
Episodes
The newest 20 of 47 episodes
- E47 – US Midterms: What’s at Stake for Canada · 28 minCould the U.S. midterms change the outlook for Canadian investors? TD Cowen’s Chris Krueger returns to join Bipan for a look at the races to watch and what a shift in…
- E46—Impact of Higher Rates on Canada’s Housing Slump · 32 minWith Canadian housing facing a prolonged slump, where can Canadians put their savings to work? Bipan welcomes back BMO Capital Markets economist Robert Kavcic to discuss why…
- E45 – Canada’s Inflation Test: How Many Hikes Are Enough? · 32 minHow much tightening would it take to keep Canadian inflation expectations in check? Royce Mendes of Desjardins Securities joins Bipan to explain his case for a limited round of…
- E44 – Canada’s Tariff Stress Test · 30 minCanada’s trade war with the U.S. is escalating—but the economy has proven surprisingly resilient. Bipan Rai sits down with RBC Capital Markets’ Jason Daw to discuss tariffs…
- E43 – Dissecting the Selloff in US Treasuries · 31 minMarkets are wrestling with rising long-term yields and a less predictable Fed. Ian Lyngen, head of U.S. rates strategy at BMO Capital Markets, joins Bipan Rai to unpack real…
- E42 - Why the US Intervened in the Yen’s Historic Slump · 25 minThe U.S. Treasury Department and Japan have taken the unusual step of jointly stabilizing the Japanese Yen in global currency markets. Bipan Rai explores the direct implications…
- E41 – Talking Europe, the UK and Japan with Jennifer Lee · 29 minEurope’s geopolitical wake-up calls are multiplying, but so are the reasons for cautious optimism. Jennifer Lee, senior economist at BMO Capital Markets, joins Bipan Rai to…
- E40 – Framing the Bank of Canada · 31 minCanada’s data is improving, but the outlook remains anything but clear. Jason Daw, head of North American rates strategy for RBC Capital Markets, joins Bipan to discuss what…
- E39 – Latest on USMCA Trade Negotiations · 25 minWith the USMCA review approaching a key milestone, major questions remain unanswered. Bipan Rai and TD Cowen's Chris Krueger explore the trade, tariff and political dynamics…
- E38 – On USD/CAD and the FX Market · 34 minOil is high, volatility is low, and the Canadian dollar isn't behaving the way investors might expect. Bipan Rai welcomes Shaun Osborne, Chief Currency Strategist at Scotiabank…
- E37 – Why ETFs Are Winning Institutional Attention · 17 minWhy are pensions, insurers and family offices increasingly turning to ETFs—not just tactically, but at the core of portfolio construction? Bipan Rai sits down with Daniel…
- E36 – All Things Canada and CAD Rates · 27 minCanadian investors are facing a complicated macro setup: a softer labour market, sticky inflation risks, tariff uncertaintyand a bond market still trying to price the Bank of…
- E35 – Inside Canada’s 2026 Spring Economic Update · 24 minThe federal deficit came in better than expected for fiscal 2025-26, but the path forward remains wide. Robert Kavcic,senior economist with BMO Capital Markets joins Bipan to…
- E34 – What to Make of Private Credit · 22 minPrivate credit is under pressure—but how concerned should investors be? Bipan is joined by Mark Jarosz, head of credit alternatives at BMO Global Asset Management, to break down…
- E33 – Catching Up with Brent Joyce · 28 minFrom energy shocks and bond market tension to the surprising behaviour of gold and global equities, Bipan is joined by Brent Joyce, chief investment strategist for BMO Private…
- E32 – How Will Canadian Economy Handle the Oil Shock? · 27 minThe Iran energy crisis will have an uneven impact on an already fragile Canadian economy. Royce Mendes, head of macro strategy at Desjardins Capital Markets, joins Bipan to…
- E31 – Where Oil, Gas & Gold Prices Could Go from Here · 22 minAfter a muted initial reaction to the U.S.-Israel strikes on Iran and risk that the conflict may rapidly widen, energy markets have started pricing in darker scenarios. In this…
- E30 – The State of the US Market: Fed Policy, AI, and the Dollar · 17 minWith the US market continuing to draw investor attention, Bipan surveys the current state of play, covering what thelatest US data means for Fed policy and positioning, why AI's…
- E29 – Precious Metals React to ‘War Time’ Geopolitical Shifts · 19 minTwo simmering forces have helped drive historic swings in gold and silver prices in recent weeks: further erosion in the U.S. dollar’s global reserve currency status, as well as…
- E28 – Hike, Hold or Cut? Where the BoC and Fed Policy Paths are Headed Next · 25 minGold’s surge past $5,000 (U.S.) an ounce amid policy rate pauses from both the Federal Reserve and Bank of Canada have given macroeconomic watchers much to discuss. Bipan is…
