All Episodes
The Invested — 206 episodes
Bank of Canada Holds as Tail Risks Recede: What We Expect Next
Making sense of Private Credit: A powerful tool for fixed income portfolios
The Fed turns hawkish: What Chair Warsh's first meeting means for markets
The Bank of Canada Holds Steady as Global Volatility Builds
Value's moment: Canada, tariffs, and the case for stock picking
Understanding the K-shaped economy: an equity perspective for advisors
Higher for longer takes hold
Building resilience through volatility
Finding value beyond concentrated markets
The new phase of the energy transition
Canada beyond the value label
When global tension hits home
Energy sovereignty is reshaping how markets price risk
Beyond the black box: How modern quant really works
2026 ETF Outlook: The shifts you can’t ignore
Canada’s bond reality check and what it may signal for global rates
Rates held, markets moved. What advisors need to know
Resources in a multipolar world
Beyond smart beta: Building better income with Systematic Strategies
The next Fed chair and the market’s blind spot
2026 Market Outlook with Lesley Marks and Steve Locke
Driving in fog: Central banks navigate uncertain data
Central banks at a crossroads
Turning emotion into investment discipline
Opportunities beyond the Magnificent Seven
Concentration Risk 2.0
What the Fed and BoC Cuts Mean for Markets
Inside Private Credit: Growth, Resilience, and Opportunity
From Rotation to Precision: Redefining Sector Strategies
September Rate Cut: Is the Fed Eyeing 50?
Equity Market Resilience: How Long Can It Hold?
Fed and BOC Hold Rates: Parsing Policy and Market Signals
Building Resilient Liquidity Sleeves with ETFs
All-Weather Alpha: The GQE Approach
Fixed Income Perspectives: Summer Outlook on Rates, Risk, and Policy
Next-Gen ETF Strategies: Income, Global Diversification & Tactical Opportunity
Hold the Line: Fed and Fiscal Developments
Staying Disciplined in a Momentum-Driven Market
Truces, Tariffs, and Trade Tensions: What’s the Path Forward?
Beyond the MER: Unpacking the Costs of ETF Trading
The Case for Value: A Deep Dive into Mackenzie US Value Fund
Investing in Quality: How the Ivy Team Finds Strength in Stability
FOMC, Tariffs, and Carney’s White House Visit
The Resilience of Canadian Equities: Opportunities and Challenges
Searching for Value in Volatile Markets
Mixed Signals: Trade Wars & The Fed
Active ETFs on the Rise: What's Driving the Momentum in Canada?
Trade Tension and Tariffs: Are We Headed Towards Stagflation?
How Advisors Can Support with Tax Planning, Intergenerational Wealth Transfer, and Strategic Philanthropy
The Dividend Dream Team: Resilient Portfolios in the Face of Tariffs
Small but Mighty: Growth Opportunities in US Small and Mid-Cap Companies
Global Economic Uncertainty Abounds
Understanding Floating Rate Loans, CLOs, and ETFs
Weathering Market Volatility With a Quality-First Approach
The Potential Market Impact of Hot CPI and Universal Tariffs
Aluminum and Steel Tariffs: What Lies Ahead?
The Case for Low Volatility ETFs
Interest Rates, Inflation, and Tariffs: What the Latest Central Bank Meetings Mean for Investors
Energy Emergency? Impacts of Trump’s Policies on Oil, Gas, and Natural Resources
The Half-life on Trump’s Tariff Headlines
Fixed Income Outlook and Opportunities for 2025
Special: 2025 ETF Outlook with Prerna Mathews
Dustin Reid – Tariffs, Inflation, and a Hawkish Fed Outlook
Special: 2025 Market Outlook with Lesley Marks and Steve Locke
John Cook – The Energy Transition Outlook Post-US Election
Jules Boudreau – The Trump Trade and US Small Caps
Adam Gofton – The Ivy Approach to Long-Term Investing
Dustin Reid – Market Reactions to US Election Results
Dustin Reid – Analyzing the Bank of Canada’s Rate Cut Decision
ETFs Explained: Debunking Common Myths and Misconceptions
Shah Khan – The Bluewater Approach: Investing in Durable Growth
Dustin Reid – Analyzing the Fed’s Bold Rate Cut Decision
Navigating Market Uncertainty With Low Volatility ETFs
Benoit Gervais – Generating Alpha Within the Resource Sector
Lesley Marks – Mixed Signals: Unpacking Jobs Data and Market Trends
Dustin Reid – Making Sense of Market Volatility
Optimizing Portfolio Construction with ETFs
Dustin Reid – Will the Fed Cut Rates in September?
Lesley Marks – The Bank of Canada Cuts Rates Again
US Election 2024: Political Shifts and Market Impacts
Richard Wong – Value Investing: Why the Style Is Relevant in Today’s Market
Dustin Reid – Analyzing the Latest CPI Report, US Elections, Upcoming BoC Decision
Inside Active ETFs: What’s Behind the Growth in Canada?
Benoit Gervais – Inflation, Politics, and AI: What it Means for Commodities
Dustin Reid – Market Reactions to CPI Report and Fed Decision
Special: Mid-Year Outlook with Lesley Marks and Steve Locke
Dustin Reid – Analyzing the Bank of Canada’s Rate Cut
Matt Moody – The Ivy Approach: Quality, Long-Term Sustainability, and Corporate Culture
Lesley Marks – Equity Market Performance and Policy Diversion
Dustin Reid – Will the BoC Be the First To Cut?
Special: Exploring the Opportunities in the Energy Transition
Lesley Marks – Evaluating Geopolitical Risks in the Middle East
Dustin Reid – Hotter Than Expected Inflation: Is It Here To Stay?
Arup Datta – Quantitative Equity Investing & New Mackenzie World Low Volatility Fund
Dustin Reid – Key Takeaways From the Fed’s March Meeting
Dustin Reid – Analyzing the US Election Campaign, BoC Decision, and Fed Outlook
Darren McKiernan – How We Build a “Dream Team” Portfolio
Lesley Marks – Canadian Bank Earnings, US Consumer Resilience, and Chinese Equities
James Morrison – Investing Is a Marathon, Not a Sprint
Dustin Reid – Why Rate Cuts Aren’t Likely in March
Lesley Marks – Inflation, Interest Rates, and the Impact on Equities
Prerna Mathews & Laurent Boukobza – Is Cash Still King?
Lori Kerr & Andrew Vasila – What COP28 Means for Sustainable Infrastructure and Investors
Dustin Reid – Unpacking the Fed’s Dovish Tone
Special: 2024 Market Outlook with Lesley Marks and Steve Locke
Konstantin Boehmer – Pockets of Value and Opportunities in Fixed Income Markets
Benoit Gervais – Inflation and the Energy Transition: Implications for the Commodity Complex
Lesley Marks – Is the Inflation Story Over?
Dustin Reid – Unravelling Central Bank Strategies: Market Pricing, Narratives, and Global Trends
Nelson Arruda & Jules Boudreau – Global Economic Trends: Oil, Currencies, and More
Shane Feeney – The Case for Private Equity Investments
Dustin Reid – What’s Been Driving Volatility in the Long End of the Curve?
Lesley Marks – How Rising Yields Are Impacting Equities and Bonds
Dustin Reid – Higher for Longer: Market Reactions to the Fed
Special – Cultivating Trust: Expert Insights for Financial Professionals with Herman Brodie
Richard Wong – Unlocking Value: Exploring Deep, Cyclical, and Quality Value Investing
Lesley Marks – Insights on Recent Canadian GDP, US Jobs Data, and Equity Markets
Dustin Reid – Inflation Trends, China’s Ripple Effects, and Real Yields
Dave Taylor & Tyler Hewlett – Unravelling Growth vs. Value: Enter the Global Energy Transition and AI Driven Digitization
Katherine Owen & Ome Saidi – The Power of Quality: Navigating Through a Higher Rate Environment
Lesley Marks – Economic Resilience Amid Rising Rates: What to Expect Next?
Dustin Reid – Decoding the Fed’s July Meeting: The Outlook for Future Rate Hikes
John Cook – The Big Battery Bet in the Great Energy Transition
Lesley Marks – Is Low Volatility an Ominous Sign for Equities?
Arup Datta – The Evolution of Quantitative Investing
Special: Mid-Year Outlook with Lesley Marks and Steve Locke
Dustin Reid on the BoC’s decision to hike while the Fed decided to skip
Lesley Marks on the recent OPEC production cuts and what this could mean for the S&P 500
Konstantin Boehmer on debt-for-nature swaps in emerging markets
Dustin Reid on the latest Canadian and U.S. inflation data and if further rate hikes are back on the table
Lesley Marks on First Republic and J.P. Morgan, labour market, and earnings season
Dustin Reid on recent interest rate decisions from the Fed, BOJ, and ECB
Toby Heaps on sustainable investing and Corporate Knights Global 100 Index
Dustin Reid on recent BoC decision and the path towards 2% inflation
Lesley Marks on recent OPEC production cut and expectations for equities
Dustin Reid on fallout from recent bank failures and the Fed’s response
Lesley Marks and Steven Locke on recent failures of U.S. banks
Dustin Reid on BoC’s decision to hold interest rates, Fed’s plan for rates and currencies
Lesley Marks on BoC, Nordstrom’s departure from Canada and previous predictions made for 2023
Benoit and Onno on incorporating different asset classes during a sticky inflation period
Katherine on discovering high-quality, well-valued stocks and what to expect from a Global Dividend Portfolio
Lesley on the U.S. labour market, stock valuations and views on a soft landing
Dustin Reid on the Fed’s recent 25 basis point hike
Dustin Reid on recent hikes on BoC, upcoming Fed meeting, Japan, China and broad economics
Konstantin & John on our 2023 Environmental Outlook: The Green Book
Todd Mattina on our 2023 Long-term capital markets outlook: The Orange Book
Lesley & Steve on our 2023 Outlook: The Blue Book
Dustin Reid on the recent Fed Meeting, BoC’s next rate hike and China’s reopening story
Lesley Marks on Powell’s Speech, Zero-Covid Policy in China and a 2023 Outlook
Todd Mattina on 2023 Outlook on Long-term Capital Markets & Retirement Planning
Richard Wong on Value Investing in 2022 and Prospects of Value Around the Globe
Tyler Hewlett & Dave Taylor on their Careers, Bluewater Team, and the new Next Gen Growth Fund
Dustin Reid on Recent Inflation Numbers, U.S. Midterm Elections & China
Lesley Marks on the Recent 75 Basis Points Increase, Company Earnings & China
Dustin Reid on Fed Pivot, U.S. Mid-Term Elections & Fixed Income Portfolios
Todd Mattina on Economic Environments of China, Japan, North America & Europe
James Morrison on His Career and Ivy’s Approach to Canada
Lesley Marks on Currency Trends (USD & GBP), Recent Earnings, and Upcoming Market Cycles
Todd Mattina on U.K.’s Mini Budget Announcement and European Energy Crisis
Dustin Reid on his Process on Predicting Central Bank’s Actions, BoC, and Fixed Income Team
Benoit Gervais on Europe’s Energy Crisis and Mackenzie’s New Inflation-focused Fund
Dustin Reid on the Recent CPI Number and What To Expect
Lesley Marks on the Canadian Housing Market, Jackson Hole and Europe’s Energy Crisis
Hussein Sunderji on Investment Opportunities in Asia
Dustin Reid on Fixed Income Markets from North America to Europe to China
Lesley Marks on Stock Market Performance & Q2 Earnings
Matt Moody on Ivy Team’s Succession and Vision
Dustin Reid on Preparing Portfolios against a Stagflationary Environment
Lesley & Steve on Inflation’s Impact and Outlook for the Remainder of 2022
Luke Gould on His Next Role as The CEO of Mackenzie Investments
Barry McInerney on His 6 Years at Mackenzie Investments & His Legacy
Dustin Reid on the Recent Fed Meeting and Long-Term Inflation Expectations
Richard Wong on Value Investing & Why 2022 is the Beginning of the Value Cycle
Lesley Marks on the Canadian Economy, Europe Amidst War and ESG
Todd Mattina revisiting the Modern Monetary Theory
Darren McKiernan on Pandemic Portfolio Positioning & the Current State of the Tech Market
Dustin Reid on the Fed, Bank of Canada and China’s Economic Slowdown
Will Aldridge on investing in Canadian equity and resources
Lesley Marks on effects of pandemic driven demand, COVID-19 in China, and recession fears
Ome Saidi on discovering High Value Investment Opportunities
Dustin Reid on the recent interest rate hikes
Konstantin Boehmer on sustainable debt and the current market environment
Benoit Gervais on energy and achieving climate change goals
Dustin Reid on the central banks’ reactions to Russia’s Invasion of the Ukraine
Sir Christopher Meyer on the War in Ukraine: Context and Capital
Brent Joyce on the impact of the Russia/Ukraine conflict on economic markets
Wenjie Ding on the Chinese Equity Market
Brent Joyce on the Russia/Ukraine conflict and oil prices
Shelly Dhawan on ESG research and evaluation
Dustin Reid on US job numbers and actions from the European Central Bank
Onno Rutten on inflation, resources and gold
Brent Joyce on the recent market volatility
Konstantin Boehmer on inflation and its effects on markets
What to expect in 2022 from the Federal Reserve, the Bank of Canada, and the European Central Bank
Brent Joyce on investment opportunities in 2022
Jamie Storrow on private infrastructure investing
Dustin Reid on inflation, maximum employment, and the easing cycle in China
John Cook on the COP26 climate summit and the opportunities in sustainable investing
Brent Joyce on earnings, sentiment, and yield expectations
Todd Mattina on Modern Monetary Theory
Dustin Reid on the November Fixed Income Markets
Yves Choueifaty on understanding the value of Bitcoin
Dustin Reid on interest rates in developed markets
Brent Joyce on the causes of inflation and the prospect of stagflation
Benoit Gervais on commodity markets, and the impacts of onshoring and climate change
Brent Joyce on the volatility in the emerging markets and the US political situation