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Markets Plus

A Investing , Business and News podcast

#200 in Investing · 🇵🇭
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About the show

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.

Newest episodes

Breaking Borders with Blockchain and Distributed Ledger Technology

13 min

What role can blockchain play in the future of cross-border payments? In this episode of Markets Plus, Yaya Jata Fanusie, former CIA officer, Visiting Fellow at Georgetown University and Global Head of Policy at the Aleo Network Foundation, joins Tisha Dey, Director, Global Transaction Banking, Technology, BMO Capital Markets, for a fireside chat from the 2026 MoneyLive North America event in Chicago. They explore how distributed ledger technology (DLT) could address longstanding challenges in cross-border payments, how it may coexist with traditional correspondent banking, and what financial institutions need to consider as they balance innovation with regulatory, compliance and AML requirements.

After the Elections: Economic and Investment Impact

23 min

The 2026 U.S. midterm elections resulted in Democrats winning majorities in both chambers of Congress, potentially affecting the administration’s agenda over the next two years. Penn Egbert, Head of U.S. Equity Research, BMO Capital Markets, moderates a conversation with Scott Anderson, Chief U.S. Economist, and Katherine Krantz, Portfolio Strategist, both with BMO Capital Markets, about the economic and investment implications of the U.S. midterm elections.

Building the Treasury Workforce of Tomorrow: A BMO Treasury Playbook Perspective

25 min

Treasury’s expanding strategic role requires professionals who can combine financial expertise with data fluency, technology skills and business acumen. Vicky Albovias of BMO and Giannine Cohoon of Robert Half discuss how organizations can rethink hiring, develop adaptable talent and prepare the next generation of treasury leaders. 

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All episodes

The newest 50 of 357 episodes

Breaking Borders with Blockchain and Distributed Ledger Technology

13 min

What role can blockchain play in the future of cross-border payments? In this episode of Markets Plus, Yaya Jata Fanusie, former CIA officer, Visiting Fellow at Georgetown University and Global Head of Policy at the Aleo Network Foundation, joins Tisha Dey, Director, Global Transaction Banking, Technology, BMO Capital Markets, for a fireside chat from the 2026 MoneyLive North America event in Chicago. They explore how distributed ledger technology (DLT) could address longstanding challenges in cross-border payments, how it may coexist with traditional correspondent banking, and what financial institutions need to consider as they balance innovation with regulatory, compliance and AML requirements.

After the Elections: Economic and Investment Impact

23 min

The 2026 U.S. midterm elections resulted in Democrats winning majorities in both chambers of Congress, potentially affecting the administration’s agenda over the next two years. Penn Egbert, Head of U.S. Equity Research, BMO Capital Markets, moderates a conversation with Scott Anderson, Chief U.S. Economist, and Katherine Krantz, Portfolio Strategist, both with BMO Capital Markets, about the economic and investment implications of the U.S. midterm elections.

Building the Treasury Workforce of Tomorrow: A BMO Treasury Playbook Perspective

25 min

Treasury’s expanding strategic role requires professionals who can combine financial expertise with data fluency, technology skills and business acumen. Vicky Albovias of BMO and Giannine Cohoon of Robert Half discuss how organizations can rethink hiring, develop adaptable talent and prepare the next generation of treasury leaders. 

Politics and Portfolios

20 min

With the midterm elections on November 3rd, investors are wondering what the outcome could mean for national policy, the economy, and ultimately their investment portfolios. In this episode from BMO Wealth Management's Beyond the Portfolio podcast, host Henray Cohen, US Head of Investments at BMO Wealth Management, is joined by Ashley Ellefritz, Head of U.S. Government Relations at BMO, and Carol Schleif, BMO’s Chief Market Strategist, to explain what different midterm outcomes could mean for policy in Washington and describe the impacts on investment.

Incentive Plan Design in Employee-Owned Businesses: Aligning Compensation, Performance, and Long-Term Value

23 min

In this episode of Markets Plus, Derek Garland, Managing Director and Head of BMO's Business Transition Advisory Group, speaks with Leah Turnbull, BMO’s Managing Director and National ESOP Practice Lead, and Matt Keene, Managing Director and Leader of the Executive Compensation Practice at Chartwell Financial Advisory. They discussed how designing the right incentive plan can drive business performance and enhance enterprise value in employee-owned companies.

NextGen Treasury: The Evolving Treasury Mandate

43 min

Treasury's evolution continues, fueled by rising expectations from business leaders and a new generation of technologies that are reshaping the financial landscape. As treasury takes on a more strategic role, advances in data, analytics and automation are helping teams enhance visibility, improve forecasting and make more informed decisions. BMO’s Mark Ipek, Managing Director and Head, Canadian Diversified Industries, Treasury & Payment Solutions, leads a discussion on meeting this evolving mandate. His panel includes: Katie Oresar, Head of U.S. Treasury and Payment Solutions Sales, BMO Eric Kurs-Lasky, Head of North American Commercial Deposits, BMO Stephanie Petti, Director of Corporate Sales and Structuring, BMO Benjamin Lambert, Managing Director and Head, Liquidity Solutions, BMO.

Defence Spending as Economic Offence

15 min

BMO's Deputy Economist Michael Gregory unpacks Canada’s commitment to increasing defence spending from 2% to 5% over the next 10 years and how it paves the way for job creation, economic growth and further investment in the sector and the country.

Agentic Capital Markets: When AI Becomes the Counterparty​

17 min

Agentic AI has the potential to reshape capital markets as autonomous systems take on increasingly complex decisions and interactions. Based on a panel discussion during this year’s Sibos event in Miami, moderator Agnel Kagoo, Partner, KPMG joins (in order of when they speak on the podcast) Armando Benitez, Global Head of AI, BMO Capital Markets; Gloria Lio, Managing Director and Head of Enterprise Services, DTCC; Manoj Bohra, Chief Data and AI Officer, State Street; and Akber Jaffer, CEO, Smartstream to discuss trust, accountability, governance and the guardrails needed as AI moves from a supporting role toward greater autonomy.

The Long Game: Lessons in Resilient Leadership and Enduring Value

25 min

Recorded at the Latino Leaders Index 500 event in New York City, BMO Capital Markets CEO Alan Tannenbaum sits down with Lopez Dorada Foods CEO Francisco “Pancho” Gonzalez to discuss the leadership principles, growth strategies and personal experiences that helped transform an entrepreneurial vision into a large-scale enterprise.

Beyond the Polls: Implications of the 2026 Midterms

35 min

As the 2026 U.S. midterm elections approach, attention is increasingly focused on the races and voter dynamics that could determine control of Congress. In this episode of Markets Plus from September 30, BMO brought together political and market perspectives to help clients interpret the evolving electoral landscape.

From AI Investment to Value Creation: What Separates the Leaders

30 min

In this episode of Return On Intelligence on Markets Plus, host Kristin Milchanowski, Chief AI and Quantum Officer, BMO Financial Group, sits down with Alan Tannenbaum, CEO of BMO Capital Markets, to explore how organizations can move beyond AI experimentation and translate technology investment into measurable business value. 

The Hedge Report: Trade, Rates, AI and the Road Ahead

20 min

In this episode, host Cheryl Ferguson, Managing Director in Global Markets, is joined by Benjamin Reitzes, Canadian Rates and Macro Strategist, for a discussion on today’s economic and market environment and future expectations.

Canada Investment Summit: What It Means for Businesses and Investors

27 min

In this episode of Markets Plus from September 22, BMO hosted a discussion to examine the key themes emerging from the Canada Investment Summit and what developments could mean for Canada's growth outlook, investment environment and business decision-making in the months ahead.

Macro Horizons on Markets Plus: Rise of the Hawks

21 min

Ian Lyngen, Vail Hartman, and Delaney Choi bring you their thoughts on the U.S. Rates market for the week of September 21st, 2026, and respond to questions submitted by listeners and clients.

Reaching for the Investment Summit

9 min

Prime Minister Mark Carney spoke at the Canada Investment Summit on September 15, 2026, and announced significant measures to boost the country's attractiveness as an investment destination. Recent developments on the Canada-U.S. trade file have only reinforced the need to focus on domestic demand growth while upgrading critical infrastructure, and Ottawa’s goal is to lock in $1 trillion in total investment over the next five years. Hear from BMO Economics.

Beyond the Headlines: Understanding What Tariffs Mean for Canadian Business

23 min

In this episode of Markets Plus, Steven Jensen, Head, Diversified Industries, BMO Commercial Bank, Canada leads a discussion on the latest tariff developments, what they mean for Canadian businesses, and how organizations can position themselves to navigate an evolving trade environment with confidence. Speakers include Pam Denton, Head of Strategic Markets & Client Solutions, Global Markets, BMO Capital Markets and Shelly Kaushik, Senior Economist, BMO Capital Markets.

How Failure Shaped Stephen Smith’s Success

18 min

Stephen Smith’s journey proves that failure doesn’t have to define success. In this episode, Stephen Smith, Co-owner of The Economist and Co-founder of First National Financial, joins Scott Brison, Vice Chair, BMO, for a candid conversation about the setbacks, risks and decisions that shaped one of Canada’s most accomplished business leaders.   Together, they explore Smith’s path from personal bankruptcy in the 1980s to building First National into one of Canada’s largest non-bank lenders, the lessons he learned about resilience and risk management, and why he believes strong institutions, independent journalism and long-term thinking matter more than ever.

Employee Ownership: Aligning Profit, Purpose, and Long-Term Value

21 min

Employee ownership is gaining momentum as a powerful strategy to align business success with employee wellbeing and community resilience. In this episode of Sustainability Leaders, Michael Torrance, BMO’s Chief Sustainability Officer, sits down with Leah Turnbull, Managing Director and National ESOP Practice Lead at BMO, to explore how employee ownership structures—such as Employee Stock Ownership Plans (ESOPs) in the U.S. and Employee Ownership Trusts (EOTs) in Canada—are transforming the way companies think about growth, succession, and sustainability.  They discuss why employee ownership is increasingly relevant amid a wave of retiring business owners, how it can help close the wealth gap by expanding access to equity, and why it offers a compelling alternative to traditional sale options.

Rethinking Healthcare, Supporting Caregivers and Preparing for Canada's Demographic Reality with Robert Stanley

30 min

In the latest episode of Journeys to Growing the Good on Markets Plus, host Issam Majeed sits down with Robert Stanley, CEO and Founder of Stay At Home Nursing Care Services and CHAH Technology, to discuss why he believes Canada's aging population is in need of a new approach to care, one that places greater emphasis on prevention, data and supporting both seniors and their caregivers. 

Macro Horizons on Markets Plus: August With Angst

21 min

Ian Lyngen, Vail Hartman, and Delaney Choi bring you their thoughts on the U.S. Rates market for the week of August 3rd, 2026, and respond to questions submitted by listeners and clients.

From Intelligence to Judgment: Exploring AI’s Role in Decision-Making

21 min

In the latest episode of Return on Intelligence on Markets Plus, Kristin Milchanowski sits down with Ken Nickerson, Partner for Technology Innovation at Maverix Private Equity, to explore why the next frontier of AI isn’t more intelligence; it’s better judgment. From the limits of today’s compute models to the promise of quantum and photonics, the conversation challenges how organizations think about scaling AI and turning insight into decision-making advantage. 

Transforming Cultural Heritage into Business Success

29 min

What does it take to transform cultural heritage into business success? In a candid discussion on leadership, growth and economic impact from voices behind the Latino Leaders Index 500, Javier Palomarez and Alfredo Duarte focus in on enduring organizations, fostering trust and unlocking opportunity in an increasingly dynamic marketplace. 

Strategic Growth Built on AI Innovations from a Capital Markets Perspective

32 min

AI adoption isn’t one-size-fits-all. It’s shaped by industry, scale and geography. At our 2026 Government, Reserve and Asset Managers Conference, BMO experts Head of AI and CDAO,  Armando Benitez, and Matthew Goddard, Global Head, ETFs and Futures, Trading Products, joined Baiju Devani, Chief AI Officer at TMX Group, for a panel sharing practical lessons from implementing AI across the business from early experimentation to scaling impact.

Global Trade Outlook: The USMCA and Beyond

25 min

North American trade could be at a crossroads. Steve Verheul, Canada's Chief Trade Negotiator for the USMCA during Trump's first term, and Douglas Porter, BMO’s Chief Economist, will share an insider’s perspective on the role of geopolitics in driving USMCA talks, a macroeconomic and markets outlook, and the negotiating leverage that Canada and the U.S. each have as they seek concessions.

The Next Generation: Women Redefining the Family Business

24 min

What does it take to lead a family business while shaping the next generation? At a Latino Leaders Index 500 event in Chicago, April Diez, CEO of The Diez Group, and Linzie Venegas, President of The Ideal Group, share how they are building on the legacy of businesses founded by their parents, turning early lessons in sacrifice, work ethic and resilience into leadership at scale.

Canada-U.S. Relationship Runs Deeper Than Current Tensions

30 min

Darryl White, CEO of BMO Financial Group, recently sat down with Mark D. Wiseman, Canada’s Ambassador to the U.S., at the Canadian Club Toronto to find out what his experience has been four months into the job and what the future holds for Canadian business and U.S. growth, especially with the CUSMA/USMCA review window set to open July 1.

Macro Horizons on Markets Plus: Sunny Sunday

21 min

In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the week of June 22nd, 2026, and respond to questions submitted by listeners and clients.

USMCA Review to Focus on Enforcement, Supply Chains and Security

23 min

Nearly a decade after its initial signing, the USCMA faces its first major test as it enters its first major review. At the Conference de Montréal, Scott Brison moderated a panel with Steve Verheul, Kevin Brady and Ken Smith Ramos to discuss what the review could mean for the three countries as trade, supply chains and national security become harder to separate.

Power, Policy and Trust Shape Next Phase of AI Buildout

8 min

With generative AI rapidly finding applications across industries, the data centers that power these models are no longer back-office infrastructure, they are becoming strategic national assets. Kristin Milchanowski, Chief AI and Quantum Officer at BMO, joined a panel at the Conference de Montréal to discuss whether data center capacity can keep pace with AI demand.

The Hedge Report: Navigating Rates, Trade, and Hedging in Today’s Market

19 min

In this episode of The Hedge Report, host Cheryl Ferguson, Managing Director in Global Markets, is joined by Benjamin Reitzes, Canadian Rates & Macro Strategist, for a focused discussion on the Canadian economic outlook. They explore what softer data signals, how the Bank of Canada is approaching policy, and the impact of global dynamics on rates and FX. 

Conference of Montreal: The New Policy Playbook

27 min

At the International Economic Forum of the Americas’ (IEFA) 32nd Conférence de Montréal, Darryl White, CEO of BMO Financial Group, moderated a panel with François-Philippe Champagne, Minister of Finance and National Revenue, Canada Development and Mathias Cormann, Secretary-General of the Organisation for Economic Co-operation and Development (OECD) and Australia’s former Finance Minister, that discussed how in a fog of uncertainty, Canada plays to its strengths.

Metal Matters on Markets Plus: Coal Fired Up

29 min

Helen Amos and Katja Jancic discuss how the outlook for metallurgical and thermal coal prices has shifted following the major underground coal mine explosion in China in mid-May, which has triggered widespread closures, regulatory changes, and disciplinary action on several high-level government officials. They discuss what it might take for US met coal prices to close the gap with Pacific benchmarks, seasonal tailwinds for thermal coal, and implications of new US government coal funding.

Market Implications U.S. Growth, Inflation and Rates

16 min

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 navigating a rapidly shifting environment.  

Evolving Outlook for the Rates Market

18 min

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 ahead amid growing uncertainty on inflation, growth and the labor market.

Fueling Healthier Lifestyles and Scaling with Purpose, Discipline and Digital Innovation: Yousuf Soliman in Conversation

33 min

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 health and wellness food industry—exploring how brands are fueling healthier lifestyles, pursuing disciplined growth, scaling e‑commerce through change, and leveraging technology to shape the future of consumer businesses.

Metal Matters on Markets Plus: Copper’s Resilience and Other CESCO Week Themes

24 min

In this episode from Metal Matters, Helen Amos reviews key debates over CESCO Week 2026, including Iran conflict demand risks, sulphuric acid shortages, the U.S. arb, and challenges facing Western-listed mining companies in their pursuit of copper growth. Demand-side headwinds from higher oil prices are valid given historical precedent, but Helen highlights that much lower oil intensity of global GDP vs. the ‘70s, a greater share of copper demand now being tied to strategic uses, intensifying stockpiling, and underperforming mine supply, all provide strong positive offsets.

Return on Intelligence: How Leaders Build Trust, Judgment, and Value with AI

31 min

Presented by the BMO Institute for Applied Artificial Intelligence & Quantum, the inaugural episode of Return on Intelligence on Markets Plus features Mona Malone, Chief Administrative Officer, Chief Human Resources Officer and Head of People, Culture & Brand, BMO Financial Group, and Kristin Milchanowski, Chief AI and Quantum Officer at BMO, who explore what it really takes to turn AI investment into sustainable competitive advantage, drawing on the leadership principles behind Kristin’s new book, Return on Intelligence, which underscores the importance of responsible leadership, ethical design, and trust at scale.

Middle East Conflict: Revisiting Investment Strategies and Geopolitical Risk

24 min

To help clients navigate geopolitical and economic uncertainties, BMO convened a group of experts to examine how tensions in the Middle East and disruption to physical delivery of oil and other goods remain an important consideration for markets across asset classes, what second order effects are proving more durable, and how companies and investors can navigate a range of economic outcomes. Sadiq Adatia, Chief Investment Officer, BMO Global Asset Management, moderated the conversation featuring Katherine Krantz, Managing Director, Portfolio Strategy, BMO Capital Markets and Robert Kavcic, Director and Senior Economist, BMO. Visit BMO for more insights on geopolitical risk, global trade, and growth: https://capitalmarkets.bmo.com/en/cross-border-perspectives/

Global Trade Outlook: Tariff Risks and Energy Shock

27 min

On April 8, BMO hosted a digital event exploring how global trade could evolve this year, the potential impact of volatile oil prices, how U.S. tariff policy could evolve, and risks to U.S.–Canada trade. Steve Verheul, former Chief Trade Negotiator for Canada, joined a panel of BMO experts to share perspectives on the trade outlook and how businesses and investors can prepare.

Middle East Conflict: Economic and Market Ripple Effects

28 min

As part of a continuing effort to help clients navigate geopolitical risks, BMO hosted a digital event on April 1st to explore the short, medium, and long-term implications for North American economies, and how the conflict is altering risk dynamics across asset classes.

Metal Matters on Markets Plus: The Iran Conflict Is Upending Fertilizer Markets - Why We Care in Metals

29 min

In this episode of Metal Matters on Markets Plus, Helen Amos and Joel Jackson discuss disruptions to fertilizer supply chains stemming from the Iran conflict. Nitrogen and sulphur prices have already seen huge gains (phosphate prices are rising too) with seemingly little slack in the system for a supply response to plug the gap. They discuss how this compares in scale with the onset of the Russia/Ukraine war in 2022, and what this means for mining operations dependant on sulphuric acid for leaching and ammonia nitrate for explosives.

Middle East Conflict: In Search of Economic and Market Stability

26 min

On March 17, BMO hosted a timely discussion about the outlook on oil prices, financial markets and the impact on growth in the U.S. and Canada as well as asset allocation. Featuring a panel of BMO experts, the conversation will explore the market and economic impact of the conflict in the current environment and factors that could help stabilize market volatility as the situation evolves. 

Commodities: Middle East Conflict

34 min

Commodity prices are reacting in a major way to the ongoing conflict in the Middle East. On March 10, BMO Equity Research analysts Randy Ollenberger, John McNulty, Joel Jackson, Helen Amos and George Heppel discussed their latest thoughts for near- and medium-term impacts on energy, metals, fertilizers, and chemicals markets.

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