Do we really know AI? In this episode, Portfolio Manager Malcolm White, ETF and Alternatives Strategist Bipan Rai, and 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 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. Recorded live on Aug 13, 2025.
Funds:
Disclaimers:
Please visit for full disclaimers
This podcast is for information purposes. The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.
Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-lookingstatements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent prospectus.
Sector ETF products are also subject to sector risk and non-diversification risk, which generally will result in greater price fluctuations than the overall market.
The Select Sector SPDR Trust consists of eleven separate investment portfolios (each a “Select Sector SPDR ETF” or an“ETF” and collectively the “Select Sector SPDR ETFs” or the “ETFs”). Each Select Sector SPDR ETF is an “index fund” that invests in a particular sector or group of industries represented by a specified Select Sector Index. Thecompanies included in each Select Sector Index are selected on the basis of general industry classification from a universe of companies defined by the S&P 500®. The investment objective of each ETF is to provide investment results that, before expenses, correspond generally to the price and yieldperformance of publicly traded equity securities of companies in a particular sector or group of industries, as represented by a specified market sector index.
The S&P 500, SPDRs, and Select Sector SPDRs are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent. Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P.
The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S.stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. The S&P 500 Index figures do notreflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing.
You cannot invest directly in an index.
BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal.
“BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.
Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More