All Episodes
The Living Market Podcast — 115 episodes
Valuation is a thermometer, not a clock
Five market insights, one podcast
The perfect predictability of unpredictability
La parfaite prévisibilité de l’imprévisibilité
2026 update: a tale of two markets
What's weighing on the Canadian dollar?
Has the market run out of things to worry about?
Is the boom coming with a price tag?
Are equities a good hedge against inflation?
Why the markets are smashing through the usual roadblocks
The era of free money is over: now the math matters.
Why Korea matters right now
Getting your will and executor right
The market is strong but is it safe?
Why a soft economy doesn't mean a soft market
Lessons from 100 years of investing
What story is price telling us?
Economy and earnings looking sturdier than market suggests
We’re seeing a loss of momentum, not a collapse
How many times will the market fall for it?
What you need to know before filing taxes this year
Looking at inflation through a Canadian lens
Global energy: is it a temporary disruption or a lasting break?
Navigating volatility: lessons from the Strait of Hormuz
What the tariff decision really means for markets
The AI conundrum: opportunity and risk
Gold, bitcoin and the new rules of risk
Maple money meets metal momentum
Interest rates: nothing to see here
Current volatility is disruptive, not destructive
What's driving the U.S. economy's surge?
Where will tariffs take us in 2026?
Fearless forecasts for 2026
How the wealth effect will set the stage for 2026
How the AI spending boom will shape 2026
Why fiscal policy will have a leading role in 2026
How will central banks drive the markets in 2026?
Beating expectations: insights from earnings reports
A closer look at the health of the bull market
2025 federal budget highlights
Two cuts, two central banks, one message
The top three topics on every investor’s lips
The strange market limbo where optimism meets constraints
Momentum-chasing is distorting the volatility landscape
What credit spreads and bonds reveal about the economy
Year-end tax planning essentials
What’s beneath the surface of equities’ continued strength?
Growth risk overtakes inflation risk
What do recent labour stats mean for the markets?
Market reality vs. the headline narrative
September reset and market momentum
What all-time highs tell us about the markets
The power of low expectations
The summer slump explained
Interest rates are staying put: but for how long?
Why fundamentals are trumping politics
Debunking the cash on the sidelines myth
Is the market too expensive?
Trade tensions and the July 9 deadline
Market resilience: lessons from Q2
Geopolitics versus your portfolio: what's the real impact?
Market optimism and its underlying cracks
Interest rate cuts are paused. For now…
The bond market's new reality
Do credit ratings still matter?
Trade truce brings relief for global markets
Estate planning: avoiding common pitfalls
From drop to pop: what’s driving the market rally?
What’s next for Canadian investors after the election?
What’s driving the Canadian dollar’s strength?
When doing nothing is the smartest move
When should we lean into volatility?
Is this the end of U.S. exceptionalism?
We’re now in a correction: what next?
Beyond politics: the economic effects of tariffs
The Bank of Canada's rate cut: a response to tariffs
Why this madness won’t last
Navigating the Trump market: rules for resilience
Who’s buying stocks in this environment?
The reasons behind gold’s recent winning streak
Trade tensions present opportunities as well as uncertainty
The changing face of retirement and how to fund it
The Trump noise put into perspective
Value investing isn’t dead, it’s just been redefined
For once, we take a less balanced approach
Politics adds to the loonie’s woes
Risks and opportunities: what to watch out for in 2025
Does the data merit optimism or caution?
What does 2025 have in store?
Domestic U.S. policies put smaller companies in the spotlight
What’s driving the post-U.S. election wild ride?
Making sense of the market’s post-election reaction
How to be tax smart with your donations
Will this jumbo rate cut be followed by more?
How tariffs could damage the U.S. economy
Will the Bank of Canada surprise with a high rate cut?
Signs of optimism from the third quarter
China gets serious about the economy
Does a return to yield curve normalcy indicate a recession?
Will a large interest rate cut have the right effect?
The latest member of the $1 trillion club
Where are the recent gains coming from?
Lessons we learned from this earnings season
Are we missing the bigger picture?
How a carry trade works and why it’s causing such volatility
Is the Fed making a policy mistake?
A pivot from inflation-fighting to economic support
Is the big companies’ overperformance a problem?
Labour: the currency that keeps the world spinning
The challenges and opportunities of in-between seasons
How equities help fight inflation
Has the market gone too far, too fast?
Optimistically cautious: our look ahead
After the first rate cut, what’s next?
How passive investing causes overvaluations