Castuner

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.

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Episodes

48 episodes

  1. E48 – An Update on the Metals Space 33:00
  2. E47 – US Midterms: What’s at Stake for Canada 27:56
  3. E46—Impact of Higher Rates on Canada’s Housing Slump 32:08
  4. E45 – Canada’s Inflation Test: How Many Hikes Are Enough? 31:40
  5. E44 – Canada’s Tariff Stress Test 30:24
  6. E43 – Dissecting the Selloff in US Treasuries 31:06
  7. E42 - Why the US Intervened in the Yen’s Historic Slump 24:40
  8. E41 – Talking Europe, the UK and Japan with Jennifer Lee 28:55
  9. E40 – Framing the Bank of Canada 31:08
  10. E39 – Latest on USMCA Trade Negotiations 25:15
  11. E38 – On USD/CAD and the FX Market 34:24
  12. E37 – Why ETFs Are Winning Institutional Attention 16:54
  13. E36 – All Things Canada and CAD Rates 27:20
  14. E35 – Inside Canada’s 2026 Spring Economic Update 23:53
  15. E34 – What to Make of Private Credit 22:00
  16. E33 – Catching Up with Brent Joyce 27:34
  17. E32 – How Will Canadian Economy Handle the Oil Shock? 27:00
  18. E31 – Where Oil, Gas & Gold Prices Could Go from Here 22:26
  19. E30 – The State of the US Market: Fed Policy, AI, and the Dollar 16:52
  20. E29 – Precious Metals React to ‘War Time’ Geopolitical Shifts 18:51
  21. E28 – Hike, Hold or Cut? Where the BoC and Fed Policy Paths are Headed Next 25:10
  22. E27 – Credit Market Positioning for the Year Ahead 21:27
  23. E26 – Examining Alts in Current Portfolio Construction 22:39
  24. E25 – Looking for Upside Surprises in Equities Next Year 26:58
  25. E24 – Two Sectors Poised for a Bullish 2026 12:14
  26. E23 – A Brief but Deep Dive into the AI Theme 37:37
  27. E22 – Why Equities Should Benefit from Tailwinds into 2026 28:59
  28. E21 – A Chat with Stephen Poloz 41:39
  29. E20 – Renewed U.S.-China Trade War Clouds Outlook 25:38
  30. E19 – Gold’s ‘Glow Up’ Moment 20:20
  31. E18 – Checking in on the Canadian Housing Market 25:21
  32. E17 – A Quick Overview of the Credit Market 25:04
  33. E16 – September Seasonality and Other Macro Factors Driving Markets 19:11
  34. E15 – How to Deal with Volatility in the U.S. Rates Market 19:22
  35. E14 – How fast is the U.S. macro backdrop weakening? 27:40
  36. E13 – All About CLOs 23:22
  37. E12 – The Bank of Canada’s Path Forward 29:41
  38. E11 – What the Middle East Conflict Means for the Commodity Space 21:19
  39. E10 – The 411 on Section 899 18:22
  40. E9 – June House View: Neutral for Now, but Keep the Engine Running 18:44
  41. E8 – One Big, Beautiful Podcast that Unpacks Trump’s ‘One, Big Beautiful’ Tax Bill 22:53
  42. E7 – The Current State of the CAD and US Rates Markets 21:58
  43. E6 – A Guide to Hedge Fund Investing 25:37
  44. E5 – New Liberal Government Confronts Rising Recession Risk in Canada 22:46
  45. E4 – Why Cracks Are Widening in US Dollar Dominance 13:01
  46. E3 – How Canada Should Handle Trump’s Tariff Shock 21:11
  47. E2 – Understanding the Gold Market 26:14
  48. E1 – Burning Questions Ahead of U.S. Tariff Deadline 25:48