All Episodes

E35 – Inside Canada’s 2026 Spring Economic Update

E34 – What to Make of Private Credit

E33 – Catching Up with Brent Joyce

E32 – How Will Canadian Economy Handle the Oil Shock?

E31 – Where Oil, Gas & Gold Prices Could Go from Here

E30 – The State of the US Market: Fed Policy, AI, and the Dollar

E29 – Precious Metals React to ‘War Time’ Geopolitical Shifts

E28 – Hike, Hold or Cut? Where the BoC and Fed Policy Paths are Headed Next

E27 – Credit Market Positioning for the Year Ahead

E26 – Examining Alts in Current Portfolio Construction

E25 – Looking for Upside Surprises in Equities Next Year

E24 – Two Sectors Poised for a Bullish 2026

E23 – A Brief but Deep Dive into the AI Theme

E22 – Why Equities Should Benefit from Tailwinds into 2026

E21 – A Chat with Stephen Poloz

E20 – Renewed U.S.-China Trade War Clouds Outlook

E19 – Gold’s ‘Glow Up’ Moment

E18 – Checking in on the Canadian Housing Market

E17 – A Quick Overview of the Credit Market

E16 – September Seasonality and Other Macro Factors Driving Markets

E15 – How to Deal with Volatility in the U.S. Rates Market

E14 – How fast is the U.S. macro backdrop weakening?

E13 – All About CLOs

E12 – The Bank of Canada’s Path Forward

E11 – What the Middle East Conflict Means for the Commodity Space

E10 – The 411 on Section 899

E9 – June House View: Neutral for Now, but Keep the Engine Running

E8 – One Big, Beautiful Podcast that Unpacks Trump’s ‘One, Big Beautiful’ Tax Bill

E7 – The Current State of the CAD and US Rates Markets

E6 – A Guide to Hedge Fund Investing

E5 – New Liberal Government Confronts Rising Recession Risk in Canada

E4 – Why Cracks Are Widening in US Dollar Dominance

E3 – How Canada Should Handle Trump’s Tariff Shock

E2 – Understanding the Gold Market

E1 – Burning Questions Ahead of U.S. Tariff Deadline