Mackenzie Investments

Get Sharpe

Business EN ↓ 30 episodes

On Get Sharpe, hosts Dustin Reid and Prerna Mathews go beyond the headlines to unpack the macro and policy drivers shaping markets and what they mean for portfolios. Expect global perspectives, practical takeaways, and thoughtful debates with some of the sharpest minds in the industry. Tomorrow’s best ideas start here. Stay sharp with Get Sharpe.

Author

Mackenzie Investments

Episodes

Joseph Briggs – The Macroeconomic Impacts of Generative AI 09.11.2023 38:24

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...

Ben Rabidoux – Trends and Challenges Facing Canada’s Real Estate Market 02.10.2023 42:04

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...

Daniel Sternoff – Supply and Demand: The Geopolitics and Global Factors Shaping Oil Prices 17.08.2023 53:26

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...

Dan Clifton – Why Investors Should Care About the 2024 US Election 12.07.2023 55:09

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...

Introducing – Get Sharpe 12.07.2023 2:15

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...