Get Sharpe

While central bankers are confident in achieving a soft-landing scenario, when can we reasonably expect rates to begin to ease? In this episode, hosts Matthew Schnurr and Dustin Reid are joined by Jason Daw , Head of North American Rates Strategy at RBC Capital Markets to discuss recent inflation metrics, the labour market, and the potential timing and sequencing of rate cuts from the Bank of Cana...

What is the Sahm Rule and what does it mean for the US labour market and economy? In this episode, hosts Matthew Schnurr and Dustin Reid are joined by Dr. Claudia Sahm , Founder of Sahm Consulting and former Principal Economist at the Federal Reserve Board. Dr. Sahm explains how the Sahm Rule can be used as an early indicator of a recession, how the robustness of the US labour market can provide a...

Are we heading towards a global economic downturn? In this episode, hosts Matthew Schnurr and Dustin Reid are joined by Francois Trahan , President of Trahan Macro Research, who shares his insights on the economy and market trends for 2024. Francois examines how the Fed’s rate hikes could lead to a potential recession and how a soft-landing scenario seems unlikely. This episode was recorded on Jan...

Join us for an in-depth discussion on the macroeconomic impacts of generative AI. In this episode, hosts Matthew Schnurr and Dustin Reid are joined by Joseph Briggs , Senior Global Economist at Goldman Sachs, who delves into the transformative potential of generative AI and its potential impacts on the labour market, productivity, and various asset classes. Discover the long-term effects of AI on...

Join us for an in-depth discussion on the dynamic landscape of Canada’s real estate market. In this episode, hosts Matthew Schnurr and Dustin Reid are joined by Ben Rabidoux , Founder of North Cove Advisors, who explores the key trends and challenges facing this ever-evolving market. Discover how supply dynamics are affecting affordability across various regions and from single-family homes to con...

Explore the intricate web of geopolitics, market dynamics, and global risks that are shaping the outlook on oil prices. In this episode, hosts Matthew Schnurr and Dustin Reid are joined by Daniel Sternoff , Head of Macro Energy at Energy Aspects. Daniel delves into Saudi Arabia’s strategic oil plans, China’s economic impacts on oil markets, and the delicate balance between supply and demand. Tune...

In the inaugural episode of Get Sharpe, hosts Matthew Schnurr and Dustin Reid are joined by Dan Clifton , Partner and Head of Policy Research at Strategas Securities. Together, they discuss why investors should care – or start to care – about the 2024 U.S. election, what factors will determine the winner, and how policy and investor implications could be shaped. This episode was recorded on July 6...

Hone your investment acumen and build your global market and policy knowledge with Mackenzie Investments’ Get Sharpe podcast. In this new podcast series, Dustin Reid , VP and Chief Fixed Income Strategist, and Matthew Schnurr will explore the macroeconomic drivers and themes and provide actionable ideas from some of the sharpest minds in the industry. Stay sharp and Get Sharpe, by Mackenzie Invest...