BMO Equity Research IN Tune

IN Tune is a podcast series featuring Equity Research analysts from BMO Capital Markets. Our shows explore key emerging themes, trends, and issues which are important to our institutional clients globally. Visit our website at https://research.bmo.com/

BMO Equity Research IN Tune is a business podcast hosted by BMO Capital Markets Equity Research, with 124 episodes on record and a Required Pod Score of 80.

BMO Capital Markets Equity Research hosts BMO Equity Research IN Tune, a business show with 124 episodes published.

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  BMO Equity Research IN Tune

  Metal Matters: Talking AI in Mining With McKinsey (Part 2)

  Oct 2, 202643 min

  In the final part of this special series on how AI is changing mining, Helen continues the discussion with McKinsey’s mining and AI experts Sean Buckley and Cris Cunha. They discuss how AI is shifting operating decisions from reactive to proactive, compressing response times, and helping with talent bottlenecks. They cover where AI is actually being used and having impact across exploration, processing, and increasingly in sulphide leaching, which could be game changing for the industry. They  also touch on how “Physical AI” could take autonomous mining equipment to the next level, how OEMs are embracing AI differently, how miners are dealing with AI-risks and, finally, what the data shows so far about the impact on employment and other stakeholders. Click⁠ here ⁠for transcript. To access our full disclosures, please visit: ⁠https://research.bmo.com/public/disclosures

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  BMO Equity Research IN Tune

  Metal Matters: Talking AI in Mining With McKinsey (Part 1)

  Sep 18, 202645 min

  In the first episode of this special two-part series on how AI is changing mining, Helen sits down with mining and AI experts Sean Buckley and Cris Cunha from McKinsey. While the data shows uneven adoption of AI across the mining industry, success has been found in top-down targeted programmes rather than bottom-up organic approaches, with scale an enabler. They discuss how data analytics and AI have already delivered some measurable wins in processing, with meaningful lifts in recoveries. And while there’s a lot of buzz about AI in exploration, this isn’t about the big discoveries, it’s about enhancing understanding of existing known deposits. With ore bodies now increasingly deeper, undercover, lower grade, and more complex, calling from greater “signal detection”, it’s no wonder many investors see a compelling story around commodities like copper. Part 2 will then dive deeper into other parts of the mining value chain where AI is having an impact, what’s around the corner with Physical AI, the risks we have to manage, what it means for employment and other stakeholders. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

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  BMO Equity Research IN Tune

  Investment Opportunities in Canada Across Energy, Metals and Mining and Data Centers (25 min)

  Sep 10, 202626 min

  Canada is emerging at the center of several powerful investment themes: AI-driven infrastructure demand, growth in the energy sector, and the increasing importance of metals and mining and critical minerals. Ahead of the Canada Investment Summit, our analysts examined the scale of the North American data center buildout, the outlook for Canadian oil and gas production, and the evolving investment case for metals and mining. Moderated by Camilla Sutton, Head, Equity Research, Canada and UK, the conversation will include perspectives from Randy Ollenberger, Oil and Gas Equity Analyst, John Gibson, Industrial and Energy Services Equity Analyst and Matt Murphy, Metals and Mining Equity Analyst. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

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  BMO Equity Research IN Tune

  Global Trade Outlook: The Canada-U.S. Tariffs Challenge (27 min)

  Aug 26, 202628 min

  In this episode of Markets Plus, BMO experts focus on what the latest developments mean for growth, investment and business decisions in North America. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

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  BMO Equity Research IN Tune

  Middle East Conflict: Reading Market Signals About Risks ( 25 min)

  May 7, 202625 minS0

  <p>Geopolitical tensions involving Iran and the Middle East conflict are still present, and physical disruptions to energy markets remain. However, financial markets have recently reflected a focus less on headlines and energy shocks and more on positive economic fundamentals and strong AI-related investment.</p> <p>On May 6, BMO experts examined how equity markets, FX, and macro data are considering evolving geopolitical risks, pricing in potential outcomes while downplaying others.</p> <p><br></p> <p>Click here for transcript.</p> <p><br>To access our full disclosures, please visit: https://research.bmo.com/public/disclosures </p>

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