
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.