Episodes: 106
Frequency: Every two weeks
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Listener location: Canada
Publicly listed emails
jonah@puddlecreative.com
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Ben Reitzes - Canadian Rates Strategist at BMO Capital Markets, specializing in Canadian interest rates, monetary policy, bond markets, and macroeconomic analysis.
Adam Whitlam - The Macroeconomic Backdrop, Bank Of Canada Policy, The Yield Curve, And Rates Trade Ideas.
Robert Kavcic - The Canadian Housing Market, Fundamental Market Drivers, And The Outlook For Bank Of Canada Policy.
Andrew Wallace - Canadian Bond-market Performance, Front-end Dynamics, Futures Positioning, The Macroeconomic Backdrop, And Trade Ideas.
It's Canada's Time
September 17, 2026
In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss the highlights from our marketing trip to London last week, the evolution of Bank of Canada pricing after the hawkish turn two weeks ago, Prime Minister Carney's pro-business shift and what that could mean for the economy, and our favourite trade ideas. As always, all feedback is welcome.
A September To Remember
September 03, 2026
In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss the Bank of Canada’s latest decision and surprisingly hawkish tone, the broader inflation backdrop, rising global yields, and our favourite trade ideas. As always, all feedback is welcome.
Up in Smoke
July 23, 2026
In this episode, Adam Whitlam, head of the Toronto rates sales desk, joins me to discuss the constantly changing macro backdrop, how that impacts the outlook for the Bank of Canada and the yield curve. We also look back to assess our trade ideas from Adam’s last episode in April, and provide some new ones amid the summer market doldrums. As always, all feedback is welcome.
Simply Put · High booking difficulty · 100 - 1,000 listeners
Forward Guidance · High booking difficulty · 1,000 - 10,000 listeners
BMO Views from the North is hosted by Ben Reitzes. Its publicly listed email is jonah@puddlecreative.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for BMO Views from the North: jonah@puddlecreative.com.
Podseeker estimates BMO Views from the North reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.
High. It mostly books established leaders in its field.
Recent episodes cover Canadian Rates, Fixed Income, Macroeconomics, Monetary Policy, and Bonds. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
jonah@puddlecreative.com
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