All Episodes
Curve Your Enthusiasm — 78 episodes
A good ol’ family fight
Thinking about the ‘day-after’ repricing
How healthy are Canadian SMEs?
A Conversation with Jean Boivin
Fiscal thoughts & world series ambitions
A very stable disequilibrium
Thank you for your attention to this matter!
Excess hot potatoes
A conversation with Stephen Poloz
The reflexivity doom loop
This is a really good episode
When the circus comes to town
Trading the Macro using the Micro
What to expect, when you’re expecting a cut
Enjoying the moment
Live free or diverge
Shakedown street
The policy forwards are too skinny
Is the BoC mispriced enough?
The Rates vs Credit Intergalactic Royal Rumble
The Silence of the Longs
Make duration great again
An Economist and Strategist walk into a bar...
This selloff has a deeper meaning
Someone is making a mistake...
‘Go with’ or go the other way?
The way of the dodo?
Under the table & dreaming
Two types of easing cycles
Why does the ‘Close Elevator’ button never work?
Big conversations in the short-end
Bank of Canada preview
Well, that’s a big HELOC payment...
Highway to the danger zone
Outflows or opportunity?
Steal your face
Break on through to the other side
The strangest recession you ever did see
The inflation episode
A hike too far?
Well that was anticlimactic
The multiverse of credit & rates
Peak macro?
This is the way
The path of least regret
New beginnings
Hike-o-clock?
Dovish innovations
A 10yr bond walks into a bar…
This is 40
Reflation nation
Reality check!
Tiff & Jay’s excellent adventure
Crocodiles are faster than you think - rate hikes might be too
Keeping score
The next seven days
Just-in-time reaction function
#AngryBonds
31 flavours
A special relationship
Listening between the lines
Big thoughts on a micro cut
Goodbye 2020, hello new year of monetary policy choices
AKA the budget-lite
Getting more clarity
A leaky situation
The elephant of surprise
The implications of Brexit’s ‘last mile’
Did the throne postpone steepening?
The band’s back together
Spaghetti goal posts
Subterranean steepening blues
Sustaining momentum
Promises, promises
Adaptation
After you get past the "wow!"
I thought it was supposed to be a quiet week?
We're baaaack