Francois Trahan
Chief Investment Strategist at BMO Capital Markets, providing macro and market strategy analysis with emphasis on equities, cyclical rotation, and global monetary conditions.
Best podcasts with Francois Trahan
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14 snips
Mar 25, 2026 • 40min
Stocks Bounce on Trump’s Iran Peace Push
Francois Trahan, BMO strategist focused on equities and cyclical rotation; Brian Belski, CEO/CIO specializing in equity strategy and portfolio construction; Tina Fordham, foreign policy analyst on Middle East dynamics; Richard Clarida, former Fed vice chair and macro policy expert. They discuss geopolitical risk from Iran, market and oil price reactions, sector rotation toward cyclicals and small caps, and the Fed’s near-term policy outlook.
Apr 26, 2024 • 6min
Single Best Idea with Tom Keene: Francois Trahan, Jane Foley, & Nick Colas
Financial experts Francois Trahan, Jane Foley, and Nick Colas discuss varying viewpoints on Fed rate decisions, yen weakness, and the value of liberal arts education in financial writing.
