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There is an important and meaningful difference between the current AI capex boom and the Tech bubble from 25 years ago. That being that the current AI spending boom is largely funded by internal cash flows as opposed to external (debt) financing.
Do we really know AI? In this episode, Portfolio Manager Malcolm White, ETF and Alternatives Strategist Bipan Rai, and your host, Zayla Saunders, take a deep dive into artificial intelligence and the unknown limits to its potential. They also explore key trends, tech earnings, and the knowledge revolution. Zayla Saunders is a Senior Associate of Online Distribution at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Malcolm White, Portfolio Manager (Technology, Media and Communications), Global Equity, at BMO GAM, and Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM. The episode was recorded live on Wednesday, August 13, 2025.
In this special episode, Portfolio Managers Jonathan Lau and Olivia Li, and your host, Skye Collyer, take a deep dive into covered call ETFs — discussing how they work and strategies to utilize them for portfolio positioning in today’s marketplace. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management. She is joined on the podcast by Jonathan Lau and Olivia Li, Portfolio Managers at BMO Exchange Traded Funds. The episode was recorded live on Tuesday, April 15, 2025.