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The Invested

The Invested

213 episodes — Page 5 of 5

Ep 73John Cook on the COP26 climate summit and the opportunities in sustainable investing

In this episode, Matt Schnurr joins John Cook, Senior Vice President, Portfolio Manager and Investor Engagement, Team Co-Lead Mackenzie Greenchip Team, to debrief the COP26 climate summit. They also discuss industries like clean-up technologies and industrials, and the opportunities in resources.

Nov 30, 202121 min

Ep 72Brent Joyce on earnings, sentiment, and yield expectations

In this episode, Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to discuss earnings, sentiment in the market, and yield expectations.

Nov 23, 202123 min

Ep 71Todd Mattina on Modern Monetary Theory

In this episode, Matt Schnurr joins Todd Mattina, Senior Vice President of the Multi-Asset Strategies Team and Chief Economist, to discuss Modern Monetary Theory (MMT). They explore its benefits and downfalls, and how it's been used during the past decade.

Nov 16, 202126 min

Ep 70Dustin Reid on the November Fixed Income Markets

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid for a recap of what has been going on in the fixed income markets. They dive into how volatile it's been, what indicators can be used to predict where it's going, and how to position your portfolio.

Nov 10, 202130 min

Ep 69Yves Choueifaty on understanding the value of Bitcoin

In this episode, Matt Schnurr joins Yves Choueifaty, CEO of TOBAM, to discuss his experience starting the first open-ended Bitcoin fund in 2017. He also explores the characteristics of a Bitcoin, and dispels some common myths.

Nov 4, 202129 min

Ep 68Dustin Reid on interest rates in developed markets

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about interest rates in developed markets, his forecast for future rate changes, and how to position your portfolio to take advantage of them.

Oct 26, 202131 min

Ep 67Brent Joyce on the causes of inflation and the prospect of stagflation

In this episode Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to talk all about inflation, including its causes and the prospect of stagflation. They also discuss how companies are doing this earnings season.

Oct 21, 202122 min

Ep 66Benoit Gervais on commodity markets, and the impacts of onshoring and climate change

In this episode Matt Schnurr joins Benoit Gervais, Senior Vice President, Portfolio Manager, Head of the Resources Team at Mackenzie Investments, to explore the current commodity markets, onshoring, and supply chains. They also discuss climate change and the desire for higher quality inputs, and how that could impact commodities in the future.

Oct 14, 202122 min

Ep 65Brent Joyce on the volatility in the emerging markets and the US political situation

In this episode Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to unpack the past month's market conditions. They also discuss the volatility in the emerging markets, particularly out of China, and the political situation in the US.

Oct 6, 202121 min

Ep 64Dustin Reid on the September FOMC meeting, the German election, and Evergrande

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid about what happened during the September FOMC meeting and the German election. Dustin also weights in on Chinese Markets, the Evergrande Group, and what you can expect out of Chinese bonds.

Sep 28, 202132 min

Ep 63Todd Mattina on the 2021 Canadian Federal Election

In this episode, Matt Schnurr joins Todd Mattina, Senior Vice President, Chief Economist, Portfolio Manager to discuss the recent 2021 Canadian Federal Election. They explore what it means to markets and what the next government must grapple with going forward.

Sep 22, 202127 min

Ep 62Brent Joyce on summer 2021 and what to expect this fall

In this episode Matt Schnurr joins Brent Joyce, Investment Strategist at Mackenzie Investments, to reflect on what happened over the summer. They also discuss Brent's views on the emerging markets, Canadian equities, and the upcoming fall season.

Sep 14, 202125 min

Andrew Simpson on ESG investing, corporate governance, and the valuation of companies

Sep 9, 202138 min