Shows
ZuqCastZuqCast S02E12 - Transformação Digitale em Empresas Tradicionais e FamiliaresNeste episódio do ZuqCast, Dirceu Ayres e Jessyca Ivo recebem Carlos A. Lima Jr., presidente da Assespro Alagoas e fundador da id5 Timmy, para um papo direto sobre o "calcanhar de Aquiles" de toda empresa tradicional: a transformação digital! Não é só sobre tecnologia — falamos sobre cultura, resistência e como isso pode revolucionar sua operação.▶️ Um episódio revelador, com quem está na linha de frente da inovação e conhece todos os desafios do setor tecnológico. Carlos A. Lima Jr. desvenda os mitos, expõe as armadilhas e ensina como conduzir mudanças transformadoras sem qu...2025-07-211h 15ZuqCastZuqCast S02E11 – Combustível de Qualidade para FrotasNeste episódio do ZuqCast, Dirceu Ayres recebe João Carlos, administrador e proprietário de postos de combustíveis em Alagoas, para um papo direto sobre o "calcanhar de Aquiles" de todo gestor de frota: o combustível! Não é só sobre preço — falamos sobre qualidade, adulteração e como isso pode acabar com sua operação.▶️ Um episódio revelador, com quem está do outro lado do balcão e conhece todos os segredos do setor de combustíveis. João Carlos desvenda os mitos, expõe as armadilhas e ensina como se proteger de prejuízos milionários.Destaques...2025-07-1758 minZuqCastZuqCast SE02E10 - Marketing na Gestão de FrotasNeste episódio do ZuqCast, Dirceu e Jessyca Ivo recebem Luiz Felipe Vasconcellos (ex-AmBev e Danone, sócio da Mercadológica) para revelar como transformar indicadores operacionais de frota em poderosas ferramentas de marketing que impactam diretamente na receita.🎯 O QUE VOCÊ VAI APRENDER:✅ Como usar dados de frota para criar diferencial competitivo✅ Cases reais de grandes empresas que fizeram essa transformação✅ Estratégias práticas para começar hoje mesmo✅ Métricas para medir resultados financeiros✅ Como comunicar de forma autêntica (sem "marketing verde")✅ Papel do RH no engajamento da equipe operacional👤 Luiz Felipe Vasconcellos - 20+ anos em marketing corporativo2025-06-161h 04ZuqCastZuqCast SE02E09 — O Futuro da Logistíca com RastreamentoNeste episódio do ZuqCast, Dirceu Ayres e Akson Custódio recebem Cristiano (gerente comercial) e Hélio (departamento técnico) da Suntech, fornecedora da Zuq em equipamentos de rastreamento, para um bate-papo essencial sobre tecnologia, inovação e o futuro do rastreamento veicular no Brasil.Com anos de experiência no mercado, nossos convidados trazem insights valiosos sobre como os equipamentos de rastreamento estão evoluindo, os desafios do setor e as tendências que estão transformando a gestão de frotas e a segurança veicular.▶️ Um episódio impe...2025-06-061h 02ZuqCastZuqCast SE02E08 — Roteirização Inteligente e Eficiência LogísticaNeste episódio do ZuqCast, Dirceu Ayres recebe Akson Custódio, especialista em logística e roteirização inteligente, para um bate-papo direto sobre eficiência operacional e como a tecnologia pode transformar a gestão de frotas.Com vasta experiência em planejamento logístico e otimização de rotas, Akson compartilha insights práticos sobre como reduzir custos, ganhar produtividade e tornar as operações mais sustentáveis — tudo isso sem perder o foco na qualidade do serviço e na segurança.▶️ Um episódio essencial para quem quer entender como a roteirização impacta dir...2025-05-2959 minZuqCastZuqCast SE02E07 — Direção Defensiva e Maio AmareloNeste episódio do ZuqCast, Dirceu Ayres e Jessyca Ivo recebem Edson, especialista em gestão de frotas e diretor da Top Frotas, para um papo direto sobre direção defensiva e a importância do Maio Amarelo na construção de uma cultura de segurança no trânsito.Com anos de experiência nas estradas e nos bastidores da logística, Edson compartilha reflexões valiosas sobre como atitudes conscientes ao volante podem salvar vidas — e por que as empresas têm um papel fundamental na formação de motoristas mais preparados e responsáveis.▶️ Um episódio urgente e necessári...2025-05-211h 04ZuqCastZuqCast S02E06 – Saúde Mental na Gestão de FrotasNeste episódio do ZuqCast, Dirceu Ayres e Jessyca Ivo recebem Leivison Dias, psicólogo com mais de 10 anos de experiência clínica e ocupacional, para um papo direto sobre saúde mental no trabalho e os desafios reais enfrentados por quem atua na linha de frente do cuidado emocional.Falamos sobre como a psicologia pode ser uma aliada poderosa na prevenção de riscos psicossociais, na promoção do bem-estar dos trabalhadores e na construção de ambientes corporativos mais humanos e saudáveis.▶️ Um episódio necessário, com quem entende profu...2025-05-131h 01ZuqCastZuqCast S02E05 – Implementação Eficiente na Gestão de FrotasNeste episódio do ZuqCast, Dirceu Ayres e Jessyca Ivo recebem Jefferson Ferreira, técnico da Zuq responsável pela instalação de sistemas rastreadores em veículos, para um papo direto sobre os bastidores da gestão de frotas eficiente e como a tecnologia entra em campo — ou melhor, nas estradas.Falamos sobre a importância da implementação correta dos sistemas, os desafios do dia a dia na área técnica e como uma frota bem monitorada pode fazer toda a diferença em segurança, economia e produtividade.▶️ Um episódio prático, com quem...2025-05-0553 minZuqCastZuqCast S02E04 – Abril Verde: Segurança no Trabalho é Custo ou Cuidado?Neste episódio do ZuqCast, Dirceu Ayres e Jessyca Ivo recebem Raylon, especialista em eSocial e consultor da SOMA, empresa focada em segurança e saúde do trabalho, para um bate-papo essencial sobre a importância do Abril Verde e o cuidado com a vida no ambiente profissional.Conversamos sobre os desafios e avanços na área de saúde e segurança do trabalho, o papel do eSocial nessa transformação e como empresas e profissionais podem (e devem) construir ambientes mais seguros, saudáveis e humanos.▶️ Um episódio informativo, direto e cheio de orientações práticas pra quem...2025-04-151h 03ZuqCastZuqCast S02E03 – Carreira com Propósito: Sucesso Profissional ou Ilusão?Neste episódio do ZuqCast, Dirceu Ayres e Jessyca Ivo recebem Polyana, psicóloga, relações públicas, coach de carreiras e especialista em desenvolvimento de pessoas, para um papo inspirador sobre como alinhar propósito, sucesso e bem-estar na vida profissional.Conversamos sobre como encontrar (ou redescobrir) sentido no trabalho, os desafios reais da liderança moderna e como a psicologia positiva pode transformar o clima dentro das empresas.▶️ Um bate-papo profundo, leve e cheio de dicas práticas pra quem quer crescer na carreira — com propósito de verdade....2025-04-071h 10
BMO ETFs: Views from the DeskE263 – Guided Portfolio Strategy Q2 2025In this episode, ETF Strategist Bipan Rai, and host, Erika Toth, share why they are proceeding with market caution over exuberance and provide a Q2 update on portfolio positioning. Erika Toth is a Director of Institutional and Advisory, BMO GAM. She is joined by Bipan Rai, Head of ETF Strategy, ETFs, BMO GAM. Recorded live on March 31, 2025.BMO International Dividend ETF (ZDI)BMO MSCI China Selection Equity Index ETF (ZCH)BMO Low Volatility Canadian Equity ETF (ZLB)BMO MSCI USA High Quality Index ETF (ZUQ)BMO MSCI USA High Quality Index ETF (Hedged Units) (ZUQ.F...2025-04-0321 minZuqCastZuqCast S02E02 – Mobilidade Elétrica: Caminho Sustentável ou Desafio?Os carros elétricos estão chegando com tudo... mas o Brasil está pronto para essa transição?Neste episódio do ZuqCast, Dirceu Ayres e Jessyca Ivo recebem Eduardo Brasil, Diretor-Presidente da Desenvolve e Diretor Comercial da BR Super Carga, para um bate-papo afiado sobre os avanços (e entraves) da mobilidade elétrica no Brasil.Falamos sobre infraestrutura de recarga, incentivos públicos, o impacto ambiental das baterias e o papel dos biocombustíveis nessa equação. Frotas elétricas entraram na pauta, mas o foco foi mesmo na mobilidade urbana e no futuro dos veículos nas cidades.▶️...2025-04-011h 03ZuqCastSegurança e Tecnologia na Gestão de Frotas | ZuqCast S2E01No ZuqCast S2E01 (temporada 2, episodio 01), Dirceu Ayres e Jessyca Ivo recebem o Capitão Emanuel, especialista em segurança pública e mobilidade, para uma conversa essencial sobre como a tecnologia está revolucionando a gestão de frotas e a segurança no transporte.✅ Monitoramento em tempo real: Como a tecnologia pode prevenir furtos e melhorar a segurança operacional.✅ A importância da integração entre segurança pública e privada: Estratégias para proteger frotas e motoristas.✅ Casos reais e desafios no combate ao roubo de cargas: O que funciona na prática para reduzir riscos?✅ Futuro da s...2025-03-241h 03BMO ETFs: Views from the DeskE254 – Guided Portfolio Strategy Q1 2025How are today’s hot-button issues impacting markets? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, share more on their cautiously optimistic outlook.
Guided portfolio strategy report
Quarterly Fixed Income strategy
ETFs:
BMO Low Volatility Canadian Equity ETF (ZLB)
BMO Low Volatility US Equity ETF (ZLU)
BMO S&P US Small Cap Index ETF (ZSML)
BMO MSCI EAFE Index ETF (ZEA)
BMO US Dividend ETF (ZDY)
BMO US High Dividend Covered Call Hedged to CAD ETF ( ZWS)
BMO Covered Call Energy ETF (ZWEN)
ZJAN - BMO US Equity Buffer Hedged to...2025-01-3022 minZuqCastGestão de Frotas de Aeronaves Agrícolas e Logística | ZuqCast #014Neste episódio, Dirceu e Rayane recebem Diogo Correia Holanda, especialista em gestão de frotas na aviação agrícola, para um bate-papo revelador sobre os desafios e as soluções que tornam esse setor tão estratégico para a eficiência agrícola.
🌾 A importância da aviação agrícola no setor: Descubra como as frotas aéreas impulsionam a produtividade agrícola e enfrentam os desafios de manutenção e logística.
✈️ Práticas para gestão eficiente de frotas aéreas: Entenda as estratégias de segurança e otimização operacional que garan...2025-01-061h 03ZuqCastLiderança Feminina na Gestão de Frotas e Logística | ZuqCast #013
Neste episódio do ZuqCast, contamos com a presença de Eveline Muritiba e Luiza Almeida, profissionais de destaque que estão transformando a gestão de frotas e logística. Vamos abordar um tema essencial: o papel das mulheres em um setor que historicamente foi dominado por homens, destacando desafios, oportunidades e a importância da diversidade de gênero na liderança.
Eveline, especialista em auditoria e sistemas de gestão, e Luiza, administradora com vasta experiência em modernização de processos, compartilham conosco suas trajetórias e lições valiosas sobre como a representatividade feminina está impulsiona...2024-12-231h 03ZuqCastGestão de Frotas e Logística no Setor Elétrico | ZuqCast #012Neste episódio, temos o prazer de receber Diego Fernandes, especialista em gestão comercial e administração de projetos, com ampla experiência em construção e manutenção de redes de distribuição elétrica, para uma conversa enriquecedora sobre os desafios e oportunidades na gestão de frotas no setor elétrico.
Ao lado de Dirceu e Ray, Diego compartilha insights valiosos sobre como gestores podem enfrentar as particularidades do setor elétrico, garantindo eficiência operacional, conformidade com normas e segurança nos processos.
Descubra:✅ Como a gestão de frotas pode contribu...2024-12-161h 15ZuqCastTelemetria na Gestão de Frotas Reduz Custos | ZuqCast #011Neste episódio do ZuqCast, Dirceu e Rayane recebem o especialista Rafael Cesar para um bate-papo essencial sobre o impacto da telemetria na gestão de frotas, com foco em como essa tecnologia pode transformar a operação e otimizar os processos logísticos.
✅ O que é telemetria e como ela pode revolucionar a gestão de frotas: Entenda como a telemetria permite o monitoramento em tempo real e a coleta de dados essenciais para a tomada de decisões mais assertivas.
✅ Benefícios da telemetria para a redução de custos: Como a análise de dados pode reduzir gastos com manut...2024-12-091h 03ZuqCastGestão Logística em Frotas Agrícolas e Cana de Açúcar | ZuqCast #010Neste episódio do ZuqCast, Dirceu e Rayane recebem os especialistas Janoelliton Pedrosa e Hilton Davi para um bate-papo essencial sobre os desafios e soluções na gestão de frotas agrícolas, com foco nas operações das usinas de cana-de-açúcar. Descubra como uma logística eficiente pode impactar diretamente o desempenho e a rentabilidade dessas operações.
✅ Os maiores desafios logísticos nas usinas de cana: De estradas difíceis a grandes distâncias, saiba como superar os obstáculos mais comuns.
✅ Práticas que fazem a diferença: Estratégias que podem reduzir custos em até 25%, com foco na ap...2024-12-021h 03ZuqCastComo o Frete Influencia na Gestão de Frotas e Logistíca | ZuqCast #009Neste episódio, Dirceu e Ray recebem o especialista Fábio Angelino para uma conversa imperdível sobre o papel do frete e do fretista na gestão de frotas e logística. Vamos explorar temas fundamentais para gestores que buscam eficiência, segurança e competitividade no setor de transportes:
✅ O impacto do frete na eficiência logística: Estratégias para otimizar rotas, reduzir custos e atender prazos com excelência.
✅ A importância do fretista na operação: O papel do motorista no sucesso da operação e como melhorar seu de...2024-11-261h 10ZuqCastLei 13.103, Jornada de Trabalho e Gestão de Frotas | ZuqCast #008
Neste episódio, Dirceu e Ray recebem o Dr. Henrique Messias para uma conversa essencial sobre os aspectos jurídicos que impactam diretamente a gestão de frotas. Abordaremos temas como:
✅ A importância da legislação trabalhista na gestão de frotas: Contratos de trabalho, jornada de trabalho, horas extras e descanso, e como garantir a conformidade com a lei.
✅ Estratégias para prevenir passivos trabalhistas: Medidas práticas para evitar ações judiciais e garantir a segurança jurídica da empresa.
✅ Responsabilidade civil e criminal em acidentes de trânsito: Como lidar com as implicações legais e proteger os i...2024-11-181h 05ZuqCastSegurança Viária, Legislação e Gestão de Frotas | ZuqCast #007Jandylson Vasconcelos Gomes, especialista em legislação de trânsito e mobilidade urbana com vasta experiência no DETRAN e no Conselho Estadual de Trânsito, se junta a Dirceu e Ray no ZuqCast #007 para um papo essencial sobre segurança viária e gestão de frotas.
Neste episódio, vamos mergulhar fundo na importância da legislação e das boas práticas para garantir a segurança nas ruas e estradas, e como gestores de frotas podem contribuir ativamente para a redução de acidentes e a promoção de uma cultura de respons...2024-11-111h 08ZuqCastDE CHAPA À GESTOR! A trajetória de Paulo Costa - ZuqCast #006Dos caminhões para a gestão estratégica: conheça a história de Paulo Costa! No ZuqCast #006, Dirceu e Ray recebem esse profissional que começou como chapa, descarregando caminhões, e trilhou uma carreira de sucesso por mais de 28 anos, sendo 25 deles dedicados à mesma empresa.
Hoje, como Gestor de Frotas e Logística, Paulo compartilha sua experiência e insights sobre os desafios e aprendizados que marcaram sua jornada.
Neste episódio, você vai descobrir:
✅ Como a persistência e o trabalho duro levaram Paulo a alcançar o sucesso na área de logís...2024-10-281h 05ZuqCastALERTA! PL da Recapagem ameaça sua frota e logística? - ZuqCast #005
ALERTA! 🚨 No ZuqCast #005, Ray e Dirceu falam do PL que pode PROIBIR a recapagem de pneus no Brasil. O que isso muda na gestão de frotas?
Para este papo, chamamos Nicholas, dono da Compneus, que sabe tudo de pneus!
Veja o que muda com o PL da Recapagem:
✅ Preço dos pneus vai subir?
✅ Mais risco nas estradas?
✅ O que fazer com pneus velhos?
✅ Fretes mais caros?
✅ Como cuidar da sua frota?
Ouça já o ZuqCast #005 e fique por dentro!2024-10-211h 05ZuqCastNOVO Roteirizador Zuq Performance: Gestão de Frotas - ZuqCast #004
Cansado de perder tempo e dinheiro com rotas ineficientes? No ZuqCast #004, Dirceu e Ray recebem Akson e Ronaldo para apresentar o novo roteirizador do sistema de gestão inteligente de frotas da Zuq Performance.
Descubra como essa ferramenta inovadora pode otimizar suas rotas, reduzir custos e aumentar a eficiência da sua frota.
Neste episódio, você vai aprender:
Como o novo roteirizador da Zuq Performance funciona na prática;
Benefícios da gestão de frotas inteligente para o seu negócio;
Dicas de Akson e Ronaldo para turbinar...2024-10-111h 03ZuqCastGestão de Frotas: Dicas para uma Logística Eficiente - ZuqCast #003
Cansado de perder tempo e dinheiro com uma logística ineficiente? No ZuqCast #003, Ray e Dirceu revelam os segredos para uma gestão de frotas impecável com os especialistas Ayrton Cantinilo e Fabiano Santos.
Prepare-se para turbinar seus resultados! Descubra como otimizar rotas, capacitar motoristas e implementar tecnologias que aumentam a eficiência e reduzem custos.
Neste episódio, você vai aprender:
✅ Dicas práticas e comprovadas para dominar a gestão de frotas;
✅ Estratégias para eliminar gargalos e impulsionar a produtividade;
✅ Como a tecnologia pode transformar sua logística e...2024-10-021h 06ZuqCastGestão de Frotas Sustentáveis - ZuqCast #002Neste ZuqCast, Dirceu Ayres e Jessyca Ivo recebem Edson Elias, da Top Frotas, para discutir o impacto da sustentabilidade na gestão de frotas. Abordarão desde o uso do Arla 32 até a direção econômica, mostrando como essas práticas geram economia e preservam o meio ambiente.
Edson Elias compartilhará sua expertise, oferecendo dicas sobre capacitação de motoristas, otimização de rotas e tecnologias verdes. Este episódio é imperdível para quem busca uma frota mais eficiente, econômica e sustentável.2024-09-1251 minZuqCastLogística na Gestão de Frotas - ZuqCast #001
Neste episódio imperdível do ZuqCast, mergulhamos no mundo da logística na gestão de frotas com o especialista Akson Custódio. Junte-se a Jessyca Ivo e ao CEO da Zuq Performance para uma conversa esclarecedora sobre como a logística eficiente pode otimizar suas operações, reduzir custos e impulsionar a produtividade da sua frota. Akson Custódio compartilha insights valiosos e estratégias práticas para aprimorar o planejamento de rotas, gerenciar o estoque de forma inteligente e garantir a entrega pontual de mercadorias.2024-08-2846 min
Om Shanthi 明日を生きやすくするラジオE212 今年はインド行かないからタイに行きたい▼メコン川沿いで日本人女性が営む宿『パパイヤヴィレッジ』が最高過ぎた！タイ北部チェンコーンで出逢いに恵まれた日々（のるふたり）
https://youtu.be/la-rxwu-ZuQ?si=yJBkx2bbA26UwF9O
▼ひでふみ（チェンマイでの日々Vlog）
https://youtube.com/@hidefumi0106?si=0-BXLZIcKaChXlC7
例年であれば、次回のインドへ向けてぼちぼち準備が始まる時期になってきました。今年は我が家はインドには行かないことが決まっているので、とても気が楽です。その代わりにタイに行きたいなーな話。
・タイ ・チェンマイ ・のるふたり ・ひで
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https://www.youtube.com/@sumsuun2024-06-1411 minBMO ETFs: Views from the DeskE227 – A Deep Dive on Factor ETFsIn this deep-dive episode, special guests Paul Riccardella, Richard Ho, and your host, Kevin Prins, provide a careful analysis of factor ETFs—from their early history to how they are constructed. They also discuss MSCI’s unique methodology and several prudent ways to avoid value traps.
Kevin Prins is the Managing Director and Head of Distribution for ETFs and Digital Distribution at BMO Global Asset Management. He is joined on the podcast by Paul Riccardella, Executive Director of Client Coverage at MSCI, and Richard Ho, Vice President of ETF Distribution at BMO Global Asset Management.
ETFs mentioned in the podcast:
BMO...2024-06-0622 minBMO ETFs: Views from the DeskE223 – Fed to Shrink Balance Sheet at Slower PaceThe U.S. Federal Reserve made a big announcement—and it’s not about interest rates. In today’s episode, Portfolio Managers Matt Montemurro, Chris McHaney, and your host, Erika Toth, explore changes to the Fed’s Quantitative Tightening, or QT, program. They also discuss results from the earnings season so far, Canadian GDP numbers, and Japan.
Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management. She is joined on the podcast by Matt Montemurro and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on We...2024-05-0226 minBMO ETFs: Views from the DeskE214 – How Long Will Nvidia’s Reign Last?BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO Nasdaq 100 Equity Hedged to CAD Index ETF (Ticker: ZQQ)
BMO Nasdaq 100 Equity Index ETF (Ticker: ZNQ)**
BMO Covered Call Technology ETF (Ticker: ZWT)
BMO Covered Call Canadian Banks ETF (Ticker: ZWB)
BMO Canadian Bank Accelerator ETF (Ticker: ZEBA)
BMO Equal Weight Banks Index ETF (Ticker: ZEB)
BMO Low Volatility US Equity ETF (Ticker: ZLU)
**ZNQ-Changes in rates of exchange may also reduce the value of your investment.
ZWT, total returns as at 2024/01/31: 1yr: 58.84%, 3yr: 15.45%, SI: 14.45%
ZUQ–IT is 37.67%, as of Feb 29, 2024.
Disclosure:
The viewpoints expressed by the Portfolio Manager represent th...2024-02-2924 minBMO ETFs: Views from the DeskE213 – Inflation Falls Within BoC Target. What’s Next?Canada’s inflation rate fell within the Bank of Canada’s target range, easing to 2.9% in January. With potential rate cuts on the horizon, portfolio managers Chris McHaney, Chris Heakes, and your host, Mckenzie Box, make a case for duration and discuss how to manage reinvestment risk. They also explore long-short equity strategies and share their top picks for sectors and factors.
The episode was recorded live on Wednesday, February 21, 2024.
ETFs mentioned in the podcast:
BMO Aggregate Bond Index ETF (Ticker: ZAG)
BMO Short Corporate Bond Index ETF (Ticker: ZCS)
BMO Long Short Canadian Equity ETF (Ticker: ZLSC)
BMO Long Shor...2024-02-2225 minBMO ETFs: Views from the DeskE212 – U.S. Inflation Up. When Are Rates Coming Down?ETFs mentioned in the podcast:
BMO Equal Weight Utilities Index ETF (Ticker: ZUT)
BMO Equal Weight REITs Index ETF (Ticker: ZRE)
BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP)
ZJAN - BMO US Equity Buffer Hedged to CAD ETF – January (Ticker: ZJAN)
ZOCT - BMO US Equity Buffer Hedged to CAD ETF – October (Ticker: ZOCT)
BMO Equal Weight US Banks Index ETF (Ticker: ZBK)
BMO Equal Weight US Banks Hedged to CAD Index ETF (Ticker: ZUB)
BMO Covered Call US Banks ETF...2024-02-1432 minBMO ETFs: Views from the DeskE196 – Cash Rules. How to Play the Current Yield EnvironmentBond yields continue to drive higher, creating volatility across markets, but also opening up opportunities for relatively risk-free returns on cash. On today’s episode, our portfolio managers and your host Mckenzie Box, discuss money market strategies and other cash options, while tracking the early returns on Q3 earnings season. They also discuss the concept of long-short investing and the benefits of new funds BMO is launching in the category. Read the Episode Summary
Mckenzie Box is Director of Product at BMO Global Asset Management. She is joined on the podcast by Chris Heakes, a Portfolio Manager and ETF Specialist at B...2023-10-2024 minBMO ETFs: Views from the DeskE195 – Stocks Plunge as Yields SurgeAs yields soar to multi-decade highs, the Federal Reserve’s higher-for-longer rates narrative is beginning to sink in. In today’s episode, portfolio managers Winnie Jiang, Charles-Lucien Myssie, and your host, Mckenzie Box, discuss prudent ways to play defense in an uncertain environment. They also discuss equity portfolio positioning, Structured Outcome ETFs, places to park cash and ways to stay invested.Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Winnie Jiang and Charles-Lucien Myssie, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episo...2023-10-0627 min
ETF Market InsightsE13 – BMO ETF Q2 Investment StrategyRecent market events have taken investors on a walk down memory lane, as elements of the banking crisis look eerily similar to the challenges faced in the ‘80s and ‘90s. Where will regulators’ approaches lead? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which analyze the central banks’ rate decisions, inflation’s trajectory, a shift in factor leadership, and portfolio construction across asset classes.
Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Alfred Lee, Director, Portfolio Manager and...2023-04-1823 minBMO ETFs: Views from the DeskBMO ETF Q2 Investment StrategyRecent market events have taken investors on a walk down memory lane, as elements of the banking crisis look eerily similar to the challenges faced in the ‘80s and ‘90s. Where will regulators’ approaches lead? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which analyze the central banks’ rate decisions, inflation’s trajectory, a shift in factor leadership, and portfolio construction across asset classes.
Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Alfred Lee, Director, Portfolio Manager and...2023-04-1823 minBMO ETFs: Views from the DeskE171 – The Last Push is Always the HardestEarlier this week, Chicago Fed President Austan Goolsbee said the right monetary approach calls for prudence and patience, all while the pressure mounts for a pause. On today’s special episode, portfolio managers Alfred Lee, Matt Montemurro, and your host Mckenzie Box analyze the latest CPI prints North and South of the border. They also discuss a shift in market leadership, an uptick in interest rate volatility and the quest for de-dollarization.
Read the episode summary.
Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Matt Mon...2023-04-1328 minBMO ETFs: Views from the DeskE164 – Canadian CPI Underscores Steady Rate Outlook for CanadaCanadian investors breathed a small sigh of relief following January inflation data that showed a continued cooling in consumer prices. In today’s episode, portfolio managers Chris Heakes, Matt Montemurro and your host, Mckenzie Box discuss the divergence of inflation trends occurring between Canada and the U.S., where price gains continue to run hotter than expected, increasing the likelihood interest rates will need to go higher for longer there. They also dive into the relative performance of real-estate income trusts as well as technology stocks to start the year, and where those sectors go from here.
Mckenzie Box is Di...2023-02-2329 minBMO ETFs: Views from the DeskE161 – Investors Believe Fed Likely Close to Finished Hiking RatesThe Fed delivered on an expected rate hike at its latest meeting this week, but in the central bank’s accompanying commentary was far less transparent on where rates go from here. In today’s episode, portfolio managers Chris McHaney, Alfred Lee, and your host, Mark Raes discuss the market reaction to the Fed’s decision, and why investors are perhaps unconvinced that rates will rise much further. They also dive into where food and energy prices could head this year, and suggest ways investors can hedge against these more volatile categories within the consumer price index. Read the episode summary...2023-02-0231 minBMO ETFs: Views from the DeskCentral Banks Update and Outlook for 2023In its final policy decision of the year, the U.S. Federal Reserve announced a half-point hike, raising interest rates to the highest level in 15 years. How long will rates remain elevated? And when will inflation get under control? In this episode, McKenzie Box and Alfred Lee discuss the central banks’ latest moves and how investors can prepare for the “old normal.” They also explore the 2023 outlook—and what it could mean for investment portfolios.
McKenzie Box is the Vice President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee, a Director...2022-12-2116 minETF Market InsightsE11 – Central Banks Update and Outlook for 2023In its final policy decision of the year, the U.S. Federal Reserve announced a half-point hike, raising interest rates to the highest level in 15 years. How long will rates remain elevated? And when will inflation get under control? In this episode, McKenzie Box and Alfred Lee discuss the central banks’ latest moves and how investors can prepare for the “old normal.” They also explore the 2023 outlook—and what it could mean for investment portfolios.
McKenzie Box is the Vice President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee, a Director...2022-12-2116 min
あの日の交差点#105 新レギュラー ささみさんと「ディズニーランドみたいですね 」の罪新レギュラーとしてささみさんをお迎えします。レギュラーと言っても、「これまでのゲストよりちょっと早いサイクルできてもらう」というイメージです。探り探りですがそのうち慣れていきます。
ささみさんとまひるの関係 / Bruno Mars(https://www.youtube.com/channel/UCoUM-UJ7rirJYP8CQ0EIaHA)のライブに行った / ささみさんのCDを借りパクした / 歌上手い人のライブしか行ってない / 藤井隆はアイドル / 東京に住むことについて / ファンの在り方について / 音楽フェス「MIND TRAVEL」(https://mindtravel.spincoaster.com/)に行った / DYGLがとにかく好き/ ディズニーランドみたいですね / CHAIは「何を伝えるか」と「どう伝えるか」が伴っている / 小袋成彬提供のadieu『ワイン』(https://www.youtube.com/watch?v=6Z94a94DML4)はとにかく余裕がある
Web版『あの日の交差点』(https://thosedaysjunction.notion.site/fdd16d3538bd45acb1233fccd4ebd344)もやっています。
メッセージフォームはこちら(https://docs.google.com/forms/d/1ZafzPhbF3NmTLjxva3aIhsWzNeCBKkOSBfyyfeIih58/edit)
ポッドキャストペディア(https://podcastpedia.net/program/4613d984037d85e1ca85978359184031)で、タグ付け・おすすめしてもらえると僕たちが喜びます。
BGM: MusMus
【参考資料】
・京都メトロ：CLUB METRO(https://www.metro.ne.jp/)
・藤井隆『ナンダカンダ』(https://open.spotify.com/track/3KsYTu8fkANzZuVxNsUSeR?si=42897dc2c31d4c0b)
・藤井隆『Music Restaurant Royal Host』(https://open.spotify.com/album/1jbldbepC2GKoqyn1ay8y3?si=Q2DWfwCWTG6Kn0RWg--zuQ)
・柴崎祐二『シティポップとは何か』(https://www.kawade.co.jp/np/isbn/9784309291604/)
・POP LIFE: The Podcast『#304 『シティポップとは何か』を読む Guests:柴崎裕二、鹿野淳』(https://open.spotify.com/episode/5HQ4U7qwkaaZXJItgLKq5V?si=lIutkIPYSzW8935QmTWD-Q)
・POP LIFE: The Podcast『#305 続・『シティポップとは何か』を読む Guests:柴崎裕二、鹿野淳』(https://open.spotify.com/episode/7izGZzSLuO1ReNeSQFBiOw?si=1N8z9MBvSzink1Ec45toEw)
・DYGL(https://www.youtube.com/c/DYGL)
・CHAI(https://www.youtube.com/c/CHAIofficial)
・Hippo Campus(https://www.youtube.com/c/HippoCampusMN)2022-10-3147 minBMO ETFs: Views from the DeskE149 – Is the Bank of Canada Slowing Pace of Rate Hikes?The Bank of Canada delivers a smaller-than-expected hike, raising its key interest rate by half a percentage point. In today’s episode, portfolio managers Matt Montemurro, Chris Heakes, and your host, McKenzie Box, examine the hiking cycle in real time. They also discuss Tech giants’ earnings, inflation’s influence on fixed income, China's new Communist Party leadership, emerging markets, and the risk rally. Read the episode summary.
McKenzie Box is Vice President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Matt Montemurro and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global...2022-10-2732 minETF Market InsightsE08 – Q&A on Central Banks and Interest RatesAs the central banks prioritize taming inflation, markets react to the near-term volatility and the threat of recession. But at what point will the rate hikes slow down or pause altogether? And where do the attractive opportunities lie in the interim? In this episode, Erin Allen and Alfred Lee discuss the latest moves from the U.S. Federal Reserve, policy shifts globally, and what this means for the economy.
Erin Allen is the Vice President, ETF Online Distribution, BMO ETFs. She is joined on the podcast by Alfred Lee, Portfolio Manager and Investment Strategist at BMO Global Asset Management.
Related E...2022-09-2611 minBMO ETFs: Views from the DeskQ&A on Central Banks and Interest RatesAs the central banks prioritize taming inflation, markets react to the near-term volatility and the threat of recession. But at what point will the rate hikes slow down or pause altogether? And where do the attractive opportunities lie in the interim? In this episode, Erin Allen and Alfred Lee discuss the latest moves from the U.S. Federal Reserve, policy shifts globally, and what this means for the economy.
Erin Allen is the Vice President, ETF Online Distribution, BMO ETFs. She is joined on the podcast by Alfred Lee, Portfolio Manager and Investment Strategist at BMO Global Asset Management.
Related E...2022-09-2611 minBMO ETFs: Views from the DeskQuarterly Portfolio Strategy Q3 2022: Is the Quest to Tamp Down Inflation Succeeding?After a volatile start to the year, headline risk stemming from the Russian invasion of Ukraine and COVID-19 takes a backseat to sticky inflation. As a result, investors are faced with a potential economic slowdown unlike any seen before. How should they prepare? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including current views on inflation’s trajectory, portfolio construction across various asset classes, real yields, structural supply issues, and strategies for protecting against falling equities.
Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Ma...2022-07-2524 minETF Market InsightsE07 – Quarterly Portfolio Strategy Q3 2022: Is the Quest to Tamp Down Inflation Succeeding?After a volatile start to the year, headline risk stemming from the Russian invasion of Ukraine and COVID-19 takes a backseat to sticky inflation. As a result, investors are faced with a potential economic slowdown unlike any seen before. How should they prepare? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including current views on inflation’s trajectory, portfolio construction across various asset classes, real yields, structural supply issues, and strategies for protecting against falling equities.
Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Ma...2022-07-2524 minBMO ETFs: Views from the DeskE127 – U.S. Inflation and the Fed’s Aggressive StrategyWith U.S. inflation remaining near a 40-year high, is a 75-basis-point interest rate hike a real possibility? In today’s episode, Matt Montemurro, Chris McHaney, and your host, Mark Raes, discuss the Fed’s messaging as well as inflation’s impact on TIPS ETFs, volatility and call writing, oil prices, and the U.S. health care sector.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Matt Montemurro and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on...2022-05-1935 minBMO ETFs: Views from the DeskE126 – Market Bottom or Looming Recession?With interest rates rising and high inflation persisting, is a recession inevitable? In today’s episode, Alfred Lee, Chris McHaney, and our host, Kevin Prins, look at some of the cautionary signs. They also discuss whether equity markets have bottomed out, the challenges of trying to time the market, and strategies for investors with a lower risk appetite.
Read the episode summary.
Kevin Prins is the Managing Director, Head of ETF & Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Man...2022-05-1327 minBMO ETFs: Views from the DeskE126 – Market Bottom or Looming Recession?With interest rates rising and high inflation persisting, is a recession inevitable? In today’s episode, Alfred Lee, Chris McHaney, and our host, Kevin Prins, look at some of the cautionary signs. They also discuss whether equity markets have bottomed out, the challenges of trying to time the market, and strategies for investors with a lower risk appetite.Read the episode summary. Kevin Prins is the Managing Director, Head of ETF & Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Man...2022-05-1227 minETF Market InsightsE06 - Quarterly Portfolio Strategy Q2 2022: Ideas to Offset Inflation and Rising Rate RiskGiven ongoing uncertainties around interest rates, inflation, and the Russia-Ukraine conflict, what approach should Advisors and investors be taking when it comes to portfolio construction? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including asset allocation considerations, the outlook for the Energy, Banks, and Real Estate Investment Trusts sectors, and fixed income positioning.
Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Management. He is joined on the podcast by Erika Toth, Director, BMO ETFs.
BMO ETF Portfolio Strategy Report – Q2 2022
BMO ETF Fixed Income St...2022-04-1923 minBMO ETFs: Views from the DeskQuarterly Portfolio Strategy Q2 2022: Ideas to Offset Inflation and Rising Rate RiskGiven ongoing uncertainties around interest rates, inflation, and the Russia-Ukraine conflict, what approach should Advisors and investors be taking when it comes to portfolio construction? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including asset allocation considerations, the outlook for the Energy, Banks, and Real Estate Investment Trusts sectors, and fixed income positioning.
Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Management. He is joined on the podcast by Erika Toth, Director, BMO ETFs.
BMO ETF Portfolio Strategy Report – Q2 2022
BMO ETF Fixed Income St...2022-04-1823 minETF Market InsightsE04 - Market Outlook for 20222021 was a strong year for markets and a record year for ETFs. But what’s the outlook for 2022? In this episode, Danielle Neziol and Mark Raes discuss hot topics including responsible investing, inflation, and the recent rotation towards the banking and energy sectors. Listen as our experts examine BMO ETFs that offer investors a chance to access—or hedge against—these big trends.
Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Mark Raes, Head of Product ETFs and Mutual Funds, BMO Global Asset Management.
Read the summary.
Related ETFs:
· BMO MSCI USA ESG L...2022-02-0516 minBMO ETFs: Views from the DeskMarkets Outlook for 20222021 was a strong year for markets and a record year for ETFs. But what’s the outlook for 2022? In this episode, Danielle Neziol and Mark Raes discuss hot topics including responsible investing, inflation, and the recent rotation towards the banking and energy sectors. Listen as our experts examine BMO ETFs that offer investors a chance to access—or hedge against—these big trends.
Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Mark Raes, Head of Product ETFs and Mutual Funds, BMO Global Asset Management.
Read the summary.
Related ETFs:
· BMO MSCI USA ESG L...2022-02-0416 minBMO ETFs: Views from the DeskE109 – Gearing Up for HikesThe first few weeks of 2022 have brought heightened market instability with the rapid increase in interest rates and equity market volatility. In today's episode, Mark Raes, Chris McHaney, and Matt Montemurro discuss a resetting of interest rate expectations and the resulting market sell-off. Our experts provide fixed income strategies to manage the current environment and discuss the strong performance of Canada’s energy sector.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Ass...2022-01-2033 minBMO ETFs: Views from the DeskE107 – Positioning Portfolios for 2022As the year comes to a dramatic close with Omicron uncertainty dominating headlines, investors are looking for guidance on positioning their portfolios for 2022. In today’s episode, Mark Raes, Chris McHaney, and Alfred Lee discuss the economic implications of the latest variant. They also open the hood on a positive 2021 to look at distinct components that fueled strong overall market performance and highlight opportunities for growth in 2022. Our experts also outline MSCI ESG rating strategies and the stabilizing impact of Canadian Banks.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is join...2021-12-1636 minBMO ETFs: Views from the DeskE105 – Balancing Portfolios with Bonds and BanksMarket expectations of central bank policy changes continue to bounce around. Is it because of the uncertain fears of Omicron? Or admission that inflation may not be transitory after all?. Read the episode summary.
Kevin Prins is the Head of ETF & Managed Account Distribution at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on December 8, 2021.
ETFs mentioned in the podcast:
· BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
· BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ)
...2021-12-0929 minETF Market InsightsE03 – Top 5 Picks to Park Your GreenbacksCanadian residents who are non-U.S. citizens may be surprised to know that US dollar currency conversion costs and U.S. estate tax liability may apply to them. But how can you protect your valued greenbacks? In this episode, Danielle Neziol and Chris Heakes discuss how investing in Canadian-listed, US-dollar-traded ETFs offers defensive exposure and portfolio diversification, and provides options to generate income and growth.
Danielle Neziol is Vice President, ETF Online Distribution at BMO Global Asset Management. She is joined on the podcast by Chris Heakes, ETF Strategist and Portfolio Manager, BMO Global Asset Management.
Read the summary.
Listen...2021-12-0611 min
QLit! The Cavite Young Writers Association PodcastMainstream ka ba? Indie po.Halos magdadalawang taon na tayo sa pandemya at miss na miss na natin ang maglalakad sa mga book fairs, maliit man o malaki. Minsan, mas nakaka-miss pa nga ang mga book fair ng small press, dahil mas intimate ang event, talagang mas masayang pumunta kasama ang mga ka-tropa. Kung minsan, naglalatag din ang iba nating mga kaibigan ng mga gawa nila. At iba talaga pag gawang indie.Pero ano nga ba talaga ang independent publishing at ano na ang kalagayan nito, ngayong lahat ng mga events ay nalipat na online? Paano naitatawid ng mga indie publishers ang...2021-11-061h 04BMO ETFs: Views from the DeskE98 – Diving into US Earnings ResultsAs the US earnings season starts to kick-off, markets have begun to show a preference for quality and fundamentals over sentiment and momentum. So, in today’s episode, Mark Raes, Chris Heakes and Alfred Lee dig into the first round of financial statements to see if the results are strong enough to weather macro headwinds out of China, the Federal Reserve and recent inflation data. Our experts also look at currency hedging strategies, the natural gas shortage in Europe, and ways to monetize the current volatility.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global As...2021-10-2126 minBMO ETFs: Views from the DeskE97 – Back to Defensive Factors?Markets remained uneasy this week, as investors looked for greater certainty around near-term economic growth. Will the reopening trade continue? Or has the market cycle finally turned? In today’s episode, Mark Raes, Chris McHaney and Matt Montemurro discuss multiple factor-based ETFs that investors can use to implement their perspective, while also discussing some long-term opportunities available to investors.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Matt Montemurro, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode wa...2021-10-1432 minBMO ETFs: Views from the DeskE93 – Election Outcomes: How to Position Your PortfolioWith the federal election just around the corner, many investors are starting to re-evaluate the political risks in their portfolios. To this end, Kevin Prins, Alfred Lee and Chris McHaney explore the potential for a minority government, and what it could mean for positioning the Canadian side of an investment portfolio. Our experts also discuss the prospect of higher US corporate taxes, whether the current volatility is seasonal or cyclical, and how inflation concerns can be eased on both the fixed income and equity sides of the portfolio.
Read the episode summary.
Kevin Prins is the Head of ETF & Managed...2021-09-2231 minBMO ETFs: Views from the DeskE91 – Seeking Shelter from the Fed & Hurricane IdaInvestors seemed jittery this week as two storm clouds lingered over markets, including the Federal Reserve’s potential tapering of asset purchases and the literal bad weather caused by Hurricane Ida – the latter of which led to closures of key oil refineries in the US Gulf. In today’s episode, Kevin Prins, Chris McHaney and Matt Montemurro discuss how fixed income and equity markets are responding to the changing environment, offering numerous trade ideas to help investors stay on the right side of the oil prices – and the yield curve. They also dive into trade balances, recent GDP numbers and strategi...2021-09-0236 min
ADHD TO LIFEADHD To Life Episode #38Be sure to LIKE, COMMENT, FOLLOW & SHARE !!!! WE APPRECIATE ALL LISTENERS FOR TUNING IN !! Producer Credits:Malachi M.Episode Host:Malachi M.Follow on FACEBOOK:Mach5EntertainmentFollow on INSTAGRAM:Mach5_entFollow on TIKTOK:mach5entertainment20FEATURE ARTIST LINKS:https://music.apple.com/us/playlist/mix-it-down/pl.u-JPAZbJVFL51M1qahttps://youtu.be/ZuQ_l9MoW1Mhttps://open.spotify.com/track/7MM596NvofCIlBg7QX4wKm2021-08-1344 minBMO ETFs: Views from the DeskE85 – Balancing the Inflation vs Growth TradeoffCPI numbers registered above expectations again this week, stoking fears that inflation is not as transitory as the Federal Reserve claims. How should investors weigh the potential for higher prices against the upside of an economic reopening? In this episode, Chris Heakes, Alfred Lee and Market Raes discuss how best to approach bonds and equities, and then dive into more specific areas – such as gold, dividends and US bank earnings. Our experts also respond to Advisors’ questions on China, genomics and the European equities.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is...2021-07-1533 minBMO ETFs: Views from the DeskE84 – Drilling into Oil Prices as Economies Re-OpenA lack of production cuts from OPEC drove oil prices higher this week, with some analysts predicting that crude prices may once again reach $100 per barrel. In this episode, Mark Raes, Chris McHaney and Matt Montemurro explain why an equal weighted approach to Energy can help investors manage risk, especially as the economy continues to re-open and demand for oil increases. Our experts also explore fixed income assets, REITs, Quality stocks and the benefits of a Covered Call Bank exposure.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on...2021-07-0822 minBMO ETFs: Views from the DeskE82 – Taking Risk Off the Table With Quality & Low VolThe Federal Reserve soothed markets this week when Chairman Jay Powell announced the central bank’s intention to keep interest rates low until 2023. The announcement poured cold water on inflation concerns, yet uncertainty still lies ahead. Should investors find safe havens to wait out the volatility? In today’s episode, Chris Heakes, Alfred Lee and Mark Raes discuss which ETFs can help investors take some risk off the table and settle in for the long haul, focusing on BMO Low Volatility Canadian Equity ETF (ZLB) and BMO MSCI USA High Quality Index ETF (ZUQ). Our experts also explore the investment impa...2021-06-2431 minBMO ETFs: Views from the DeskE67 – Staying the Course with Quality & Low-VolWith equity markets showing no signs of slowing down, Advisors may be considering various tactics to ride the highs. In this episode, Chris Heakes and Matt Montemurro explain the benefits of staying true to one’s asset allocation strategy, and banking on tried-and-tested factor pairings. They also offer fixed income solutions to counter negative bond yields in the near term.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was...2021-04-0830 minBMO ETFs: Views from the DeskE59 – Maximizing Tech Opportunities & Bond YieldsBoth equity and bond markets have taken interesting turns in the past week, from the fluctuations in tech stocks to the rise in 10-year Treasury yields. In this episode, Alfred Lee, Chris Heakes and Mark Raes explain how Advisors can help clients to stay on course with strategies that are designed to withstand short-term corrections, and benefit from a reopening trade.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris Heakes, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. T...2021-02-2530 min
wooAlog by KIM WOOJIN'I want to buy a flying dream' The novel [Dalurgut Dream Department Store]'I want to buy a flying dream' The novel [Dalurgut Dream Department Store] #wooAlog 2021.02.18with SUBShttps://youtu.be/VaVzGJw_ZuQSharing daily life with someone is happy and sometimes comforting. ‘wooAlog’ is the place you are looking for, filled with our daily moments. Share your story with Kim Woojin at the podcast ‘wooAlog’.누군가와 일상을 공유하는 것만으로도 즐겁고 때로는 위로가 됩니다.‘우아로그’는 우리가 함께 매일의 소소한 이야기를 나누는 시간으로 채워질거에요.우리가 함께하는 아늑한 시간, 팟캐스트 ‘우아로그’ 김우진과 아늑하고 따뜻한 시간 나누어요.2021-02-1805 minBMO ETFs: Views from the DeskE56 - Guarding Against Inflation & VIX ConcernsWhile the delayed vaccine roll-out is putting a dampener on economic reopening efforts, the potential for inflation is still at hand. In this episode, Alfred Lee, Chris Heakes and Mark Raes, outline fixed income strategies that can protect client portfolios. Putting into context the impact of elevated volatility levels, they also discuss the state of factor rotations, giving their top solutions to enhance yields.
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Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris Heakes, two Portfolio Managers and ETF Specialists at BMO...2021-02-1133 minBMO ETFs: Views from the DeskE55 - Future-proofing with Clean Energy & TIPSWhile the unusual market shake-ups this week may be triggering a frenzy, they are at best short-lived. In fact, beyond the near-term horizon, there are valuable opportunities to earn and protect client portfolios. In this episode, Alfred Lee, Chris McHaney and Mark Raes provide a round-up of new, hard-to-ignore ETF strategies that leverage renewables, US Treasury Inflation-Protected Securities (TIPS), and technology-focused covered calls.
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Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global A...2021-01-2835 minBMO ETFs: Views from the DeskE46 - Switching Gears with Value, Small-Caps & Preferred SharesAfter a streak of good news – including three potential vaccines, the Biden transition and several well-received cabinet appointments – is it finally time for investors to stop playing defense? In today’s podcast, Mark Raes, Alfred Lee and Chris Heakes discuss tactical positions that are hard to ignore in the current rally. In particular, our experts provide insights on Small-cap and Value ETFs that are showing real promise amid a slow economic recovery, as well preferred shares which offer protection as the market soars.
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Mark Raes is the Head of Product at BMO Global Asset Management. He is joi...2020-11-2635 minBMO ETFs: Views from the DeskE45 - Playing the Waiting Game on VaccinesThe past week has seen ground-breaking news in the fight against the pandemic, and the markets are cheering on. For Advisors considering whether to capture those vaccine-inspired gains, our experts, Mark Raes, Alfred Lee and Chris McHaney, have one piece of advice – stay the course on defensive growth. In this podcast, we hear the benefits of Quality ETFs and Government Bonds as reliable bets, while the roadblocks – rising cases of COVID-19, unemployment, lacklustre economic growth – all stand in the way of a sustained rally.
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Mark Raes is the Head of Product at BMO Global Asset Management. He is...2020-11-1931 minBMO ETFs: Views from the DeskE44 - Top ETF Strategies in the Post-Election ChaosDespite lingering uncertainty over the US election, markets broke to new highs this week as Pfizer announced a vaccine that is 90% effective for treating COVID-19. Some sectors rallied, other lagged behind – and the factor reversal was historic. For help sorting the wheat from the chaff, Mark Raes, Chris Heakes and Matt Montemurro discuss which ETF strategies are poised for success in this tumultuous investing landscape.
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Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Matt Montemurro, two Portfolio Managers and ETF Specialists at BMO...2020-11-1232 minBMO ETFs: Views from the DeskE41 - Turning Uncertainty into an Income StreamMere days away from the U.S. elections, the guessing game is on. Who will win the White House? To weather the storm, Mark Raes, Alfred Lee and Chris Heakes offer a defensive approach that can convert election uncertainty into consistent portfolio returns. Our experts also discuss the Q4 BMO Fixed Income and ETF Guided Strategy Reports, where they make the case for a departure from the traditional 60/40 portfolio, and suggest embracing hybrid assets as part of the investment mix.
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Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on...2020-10-2937 minBMO ETFs: Views from the DeskE38 - Chasing Yield with Quality & Preferred SharesWhen it comes to striking a balance between growth and safety, investors naturally gravitate toward US exposures. However, with a cloud of uncertainty hovering over our neighbours in the south, where can Canadian investors find their target yield? Listen to Mark Raes, Alfred Lee and Chris Heakes as they provide valuable insights on Quality, with a global tilt, and preferred shares, as favourable bets to help boost the portfolio.
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Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris Heakes, two Portfolio Managers a...2020-10-1531 minBMO ETFs: Views from the DeskE33 - Patient Strategies for “Peak Oil” & Mid-cap EquitiesWhile it is tempting to time to market, the current volatility is anything but predictable. A prudent investing style is required to meet fluctuations across equity valuations, commodity prices and the economy. To this end, Mark Raes, Chris Heakes and Chris McHaney weigh in on multiple market scenarios, with valuable trade ideas to maintain a defensive growth position as the uncertainty plays out. Our experts also outline opportunities in the energy sector, which has been reckoning with changing consumer demands, and make the case for why every investor should have a global ESG strategy in the portfolio.
Read the episode s...2020-09-1738 minBMO ETFs: Views from the DeskE30 - Riding the Highs with Banks, Gold & QualityWith generally positive third-quarter earnings for Canadian banks, the sector received a welcome lift in both market sentiment and outlook. Will U.S. financials similarly surprise to the upside? To answer this question, Mark Raes, Chris Heakes and Chris McHaney offer their insights on how to choose strong satellite positions that complement a core holding of Quality in the portfolio. Our experts also break down the benefits of BMO’s suite of USD ETF Portfolios, which take away the burden of tax-reporting complexities and currency-conversion costs for Canadian investors, and provide a useful solution for stray U.S. holdings.
Read th...2020-08-2727 minBMO ETFs: Views from the DeskE27 - A “Wild Ride” for Gold, Bonds & QualityWith markets at pre-COVID levels, and corporate spreads tightening for the fifth consecutive month, some investors are tempted to take profits and move to safer ground. To this end, Mark Raes, Head of Product at BMO Global Asset Management, speaks with Matt Montemurro and Charles Myssie, two ETF Specialists and Portfolio Managers, about the upside potential for gold, bond and quality ETFs – taking a closer look at their recent history, and the road ahead. Our experts also examine the current state of Low Volatility investments, offer tax-efficient trade ideas and answer questions submitted by Financial Advisors.
The episode was recorded li...2020-08-1336 minBMO ETFs: Views from the DeskE26 - Hedging Against U.S. Political UncertaintyAs tensions run high south of the border, investors may need complementary strategies to ride out the market jitters. To this end, Mark Raes, Chris Heakes and Chris McHaney outline satellite positions that go hand-in-hand with a defensive growth exposure and bring a new dimension to the core holdings such as Quality and Low Volatility ETFs. From call/put options to European equities, U.S. financials and rate set preferred shares, our experts provide actionable insights that Advisors can implement across the portfolio.
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Mark Raes is the Head of Product at BMO Global Asset Management. He...2020-08-0632 minBMO ETFs: Views from the DeskE23 - Why “Quality” Outperforms in Bear and Bull MarketsFrom drawdowns to market rallies, Quality ETFs have an impressive track record of delivering outperformance on both sides of volatility. Yet despite their proven history, many investors remain unfamiliar with the underlying investment process. To provide insight, Danielle Neziol, Product Specialist, speaks with Chris Heakes, ETF Specialist and Portfolio Manager, about the inner workings of BMO’s Quality ETF Suite. Together, they explore the strategy from all angles – including its risk-return profile, equity selection process and many uses within the portfolio.
ETFs mentioned in the podcast:
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO MSCI Europe High Quality Hedge...2020-07-2022 min
BMO ETFs: Views from the DeskE19 - Key Exposures for a Defensive Growth PortfolioWith conflicting data pulling markets in opposite directions, the case for a defensive growth strategy remains firmly intact. That said, what exposures should investors be using? In this episode, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about allocation challenges in the current environment. From quality to banking, energy, covered calls, emerging markets and fixed income – they provide in-depth analysis, timely commentary and actionable trade ideas to take back to your client conversations.
ETFs mentioned in the podcast:
BMO Low Volatility US...2020-06-1829 min
BMO ETFs: Views from the DeskE18 - Becoming the “Smart Money” in ETF FlowsWith new ETF data in hand, our BMO experts discuss key Canadian and U.S. exposures that can participate in market rallies – and withstand potential setbacks. From low volatility and quality, to single-ticket balanced funds that can be used to build customized portfolios, listeners will hear valuable insights on solutions that balance risk and opportunity. Led by Mark Raes, Head of Product, BMO Global Asset Management, this discussion will feature ETF insights, trade ideas and commentary from Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management.
ETFs mentioned in the podcast:
BMO Balanced ETF (Ti...2020-06-1134 min
BMO ETFs: Views from the DeskE16 - Are Defensive Growth Strategies Working?Despite a perfect storm of negative headlines, markets continue to rise in the face of extreme economic uncertainty. Against this backdrop, our experts return to their core trade ideas to see how they have performed in recent weeks – and how they could perform in the weeks ahead. Led by our host Mark Raes, Head of Product, BMO Global Asset Management, this discussion will feature ETF insights, trade ideas and commentary from Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management.
ETFs mentioned in the podcast:
BMO Low Volatility US Equity ETF (Ticker: ZLU)
BM...2020-06-0432 min
BMO ETFs: Views from the DeskE12 - Cautious Growth Strategies for the Fragile Market RecoveryAs the pace of a market recovery is thrown into doubt by flawed re-openings in the United States, South Korea and China, many investors are on the hunt for defensive exposures that will also grow the portfolio. To that end, Mark Raes, Head of Product, BMO Global Asset Management speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about valuable trade ideas and talking points that Investment Advisors can bring back to their client conversations.
ETFs mentioned in the podcast:
Deep Dive: ZWG for Enhanced Yield in Volatile Markets
BMO Low...2020-05-1434 min
BMO ETFs: Views from the DeskE10 - Equity Trade Ideas as the Economy Re-opensWith governments starting to lift shelter-in-place orders, equity prices have rebounded strongly in recent weeks, recovering much of their lost ground from March. Will the market rally hold? To answer the all-important question, our host Mark Raes, Head of Product, BMO Global Asset Management speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. Together they offer valuable trade ideas to navigate the current environment, ranging from international equities to gold miners and technology giants.
ETFs mentioned in the podcast:
BMO MSCI Europe High Quality Hedged to CAD Index ETF (Ticker: ZEQ)
...2020-05-0727 min
BMO ETFs: Views from the DeskE9 - Defensive Growth Strategies for the Cautious OptimistAs equity markets benefit from renewed confidence, some investors may be afraid of missing out on the rally. To that end, Mark Raes, Head of Product, BMO Global Asset Management Canada speaks with Chris Heakes and Chris McHaney, two Portfolio Manager and ETF Specialists at BMO Global Asset Management, about the need for Low Volatility and Quality strategies with a strong history of upside participation. Together they discuss the best way to add exposure and limit downside risks.
ETFs mentioned in the podcast:
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO High Quality Corporate Bond Index ETF (Ticker...2020-04-3030 min
BMO ETFs: Views from the DeskE8 - Satellite Trade Ideas for Portfolio RebalancingIn light of recent market volatility, how should investors adjust their portfolios to efficiently manage downside risks? For actionable solutions, Mark Raes, Head of Product, BMO Global Asset Management Canada speaks with his colleagues Chris Heakes and Alfred Lee, both Portfolio Managers and ETF Specialists. Together they explore satellite pieces that can help re-position to meet new challenges in the current environment, and answer questions submitted directly by investment Advisors.
ETFs mentioned in the podcast:
BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO Global Infrastructure Index ETF (Ticker: ZGI)
B...2020-04-2331 min
BMO ETFs: Views from the DeskE6 - Factor Investing in Volatile Equity MarketsDuring turbulent periods, when prices can trade up or down on any given day, factor-based ETFs offer investors a consistent view on equity markets. To discuss which of these factors are best suited to the moment, Mark Raes, Head of Product, BMO Global Asset Management Canada, speaks with Chris Heakes and Chris McHaney, two seasoned Portfolio Managers and ETF Specialists at BMO Global Asset Management. Levering a combination of data and insight, these experts deliver valuable talking points to bring back to your client conversations.
ETFs mentioned in the podcast:
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO M...2020-04-0927 min
BMO ETFs: Views from the DeskE4 - Equity Trade Ideas in the Current MarketplaceAs equity prices shift dramatically in the U.S. and Canada, two BMO experts offer ETF strategies for both bullish and bearish perspectives on the market. Even for investors taking a wait-and-see approach, there are trade ideas which leverage options to mitigate risk – and generate income. Hosted by Mark Raes, Head of Product, BMO Global Asset Management Canada, this podcast features commentary from Chris Heakes and Chris McHaney, both Portfolio Managers and ETF Specialists at BMO Global Asset Management.
ETFs mentioned in the podcast:
BMO Premium Yield ETF (Ticker: ZPAY)
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO Lo...2020-04-0224 min
Mindy: Bräd- & Rollspels poddBubblare 44 Wilhelm och Micke pratar Indierollspel.I veckans avsnitt så gästas pappa Micke av Wilhelm från Nordnordost och dom pratar lite indierollspel.
Spel som nämns: Montsegur 1244, Daughters Of Verona, Zombie Cinema, Lady Blackbird,
Dark Souls, Vampier, Call of Cthulhu, Drakar Och Demoner, Heroes of Banor, Mutant År Noll, Dungeons And Dragons, Fia Med Knuff, kuf, Ökenros,
Länk till Lady Blackbird
http://www.onesevendesign.com/ladyblackbird/lady_blackbird.pdf?fbclid=IwAR1OA93DamiPQkcJTz3W5ihj5YkasTwiwOOjfWjr9xR3bt9aMVolNsbEGlY
Länk Till Zombiecinema
https://www.arkenstonepublishing.net/zombiecinema?fbclid=IwAR0Aa3g9_xiXKBFp-bmJc2xEYiwopqBRW_u4rfrLgP...2020-01-1344 min
Phunk Junk RadioPHUNK Radio #071Teriyaki Boyz - Tokyo Drift (Vanity & Bvrned Remix)
BLK Out & Juice! The DJ - Drop One
DJ Man - Coke Dope
DND - Like A Freak
Maximono & Anomon - Doped Up
Kendoll - Lost Your Mind
NuKid - Aftermath
Nostalgix - OG Sins
Bram Fidder - Bentley
Hood Rich - Let It Go (Gold Clap Remix)
Lowkey - Rock With U
Tan House - Knox
Salvatore Ganacci - Horse (Cityzen Remix)
Don Voyer - My Body
ZUQ & XPLIT - Move Your Feet Like Dis
Chris...2019-11-2059 min
ZeMIXX par Joachim GarraudZemixx 726, Polaris01. ZUQ & XPLIT - Move Your Feet Like Dis (Extended Mix)
02. Ryuken - Drippin
03. Laidback Luke - I Need Your Loving (Reebs Remix)
04. Forever Kids - This Party!
05. Rezone - Fluids
06. Astronomar - Starekase
07. Promise Land x Will K - Get Down (Original Mix)
08. Chuckie, Hardwell - Move It 2 The Drum (Exodus & Luca Testa Extended Remix)
09. Twoloud - Keep it Warm (Extended Mix)
10. M-22 x Kiara Nelson - After Hours (VIP Mix)
11. Heads Will Roll - Yeah Yeah Yeahs (Miinj Remix)
12. Joachim Garraud - Passage en force
13. Emmanuel Top - Acid Phase
14. Chicago Loop - Scorpion (Original Mix)
15. Diplo - Bubble...2019-10-051h 00
ZeMIXX par Joachim GarraudZemixx 726, Polaris01. ZUQ & XPLIT - Move Your Feet Like Dis (Extended Mix)
02. Ryuken - Drippin
03. Laidback Luke - I Need Your Loving (Reebs Remix)
04. Forever Kids - This Party!
05. Rezone - Fluids
06. Astronomar - Starekase
07. Promise Land x Will K - Get Down (Original Mix)
08. Chuckie, Hardwell - Move It 2 The Drum (Exodus & Luca Testa Extended Remix)
09. Twoloud - Keep it Warm (Extended Mix)
10. M-22 x Kiara Nelson - After Hours (VIP Mix)
11. Heads Will Roll - Yeah Yeah Yeahs (Miinj Remix)
12. Joachim Garraud - Passage en force
13. Emmanuel Top - Acid Phase
14. Chicago Loop - Scorpion (Original Mix)
15. Diplo - Bubble...2019-10-0500 min
The Curiosity Hour PodcastEpisode 29 - Abigail Swetz (The Curiosity Hour Podcast by Tommy Estlund and Dan Sterenchuk)Season 2, Episode 29: Abigail Swetz
Dan Sterenchuk and Tommy Estlund are honored to have as our guest, Abigail Swetz. Abigail is in transition. A public school teacher for the past 7 years, she believes teaching is the most powerful job in the world and yet has decided to leave the classroom to try and make change of a different sort. This fall, she will begin her studies at the LaFollette School of Public Affairs with the intent to enter government or nonprofit advocacy work. In the meantime, Abigail is also a poet, a feminist, a believer in the inherent worth and dignity...2017-07-141h 02
Olive Branch church of ChristThe Danger of Going Back Into the World; 2 Peter 2:20-222016-07-24 Morning Sermon<img src="http://feeds.feedburner.com/~r/OliveBranchChurchOfChrist/~4/KnH_e70-zuQ" height="1" width="1" alt=""/>2016-07-2530 min
n_ndreamologyWatch a video with this song in it on YouTube!
https://www.youtube.com/watch?v=Zuq_hJaeToY2016-04-0903 min