ZWT - BMO Covered Call Technology ETF

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.

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.