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On the show
From 12 epsHosts
Recent guests
Recent episodes
Everyone's talking Hormuz, but here's what they're missing
May 29, 2026
34m 26s
A Conversation with Geopolitical Strategist Marko Papic on Oil, AI, and Inflation Risks
May 5, 2026
30m 13s
Ben Rabidoux - What’s driving Canada’s housing market
Mar 26, 2026
28m 51s
Jens Nordvig – Fed Independence and the next market repricing
Feb 27, 2026
32m 31s
Joseph Briggs – AI capex: signal or noise?
Jan 22, 2026
23m 11s
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 5/29/26 | Everyone's talking Hormuz, but here's what they're missing✨ | Strait of Hormuzenergy markets+4 | Dr. Amrita Sen | Energy Aspects | Strait of Hormuz | Strait of Hormuzenergy markets+7 | — | 34m 26s | |
| 5/5/26 | A Conversation with Geopolitical Strategist Marko Papic on Oil, AI, and Inflation Risks✨ | geopolitical strategyoil markets+4 | Marko Papic | BCA Research | — | Marko Papicoil markets+5 | — | 30m 13s | |
| 3/26/26 | Ben Rabidoux - What’s driving Canada’s housing market✨ | Canada housing marketrental demand+4 | Ben Rabidoux | North Cove Advisors Inc. | — | Canadahousing market+4 | — | 28m 51s | |
| 2/27/26 | Jens Nordvig – Fed Independence and the next market repricing✨ | Fed independencemarket repricing+4 | Jens Nordvig | Exante DataMarketReader+1 | — | Fed independencemarket repricing+6 | — | 32m 31s | |
| 1/22/26 | Joseph Briggs – AI capex: signal or noise?✨ | AI bubblemacroeconomics+4 | Joseph Briggs | Goldman Sachs | — | AIcapital expenditure+4 | — | 23m 11s | |
| 11/27/25 | Brent Donnelly – Alpha in practice: How he reads markets and manages risk✨ | market narrativesprice action+4 | Brent Donnelly | Spectra Markets | CanadaJapan | market narrativesrisk management+5 | — | 36m 56s | |
| 11/6/25 | Ali Jaffery – Fiscal reality check: What the budget really means✨ | fiscal policybudget analysis+4 | Ali Jaffery | CIBC Economics | Canada | fiscal plandeficits+5 | — | 30m 29s | |
| 10/6/25 | Steve Englander – US Macro Outlook: Resilience, Risks and Market Implications✨ | US macro outlookFed rate cut+4 | Steve Englander | Standard Chartered BankFed | USCanada | US macroFed rate cut+5 | — | 32m 04s | |
| 8/18/25 | Tim Jones – Europe's Macro Outlook: Monetary Policy, Political Risks, and Fiscal Divide✨ | Monetary PolicyPolitical Risks+4 | Tim Jones | Medley AdvisorsEuropean Central Bank | EUGermany+2 | European Central BankMonetary Policy+5 | — | 35m 44s | |
| 7/2/25 | Durham Abric – Inflation Outlook and Policy Risks for the Second Half of 2025✨ | inflation outlookpolicy risks+4 | Durham Abric | Citadel SecuritiesFed | — | inflationpolicy risks+5 | — | 40m 27s | |
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| 6/3/25 | Shahab Jalinoos – Breaking the Safe Haven: Implications of a Weaker Dollar✨ | US dollarsafe haven+4 | Shahab Jalinoos | UBS | US | US dollarsafe haven+5 | — | 37m 36s | |
| 5/2/25 | Frank McKenna – Canadian Federal Election Aftermath: A Strong Minority?✨ | Canadian federal electionfinancial markets+3 | Frank McKenna | TD SecuritiesCanadian | — | Canadian federal electionFrank McKenna+3 | — | 33m 33s | |
| 3/20/25 | Donald Schneider – Decoding DOGE: The Economic and Market Impact | In this episode, Donald Schneider, Deputy Head of US Policy at Piper Sandler and former Economic Staffer to Speaker Paul Ryan, provides a comprehensive overview of the Department of Government Efficiency (DOGE). He explains what DOGE is, its impact on the economy and markets, and what to expect going forward. Donald discusses DOGE's unconventional methods of achieving savings through executive actions, highlighting its progress in reducing administrative headcount and federal contracts. Additionally, Donald touches on the upcoming extension of the Tax Cut and Jobs Act, with the focus on making tax cuts permanent and introducing new pro-growth measures. This episode was recorded on March 18, 2025. | 39m 24s | ||||||
| 2/12/25 | Ali Jaffery – Canada’s Economic Outlook: Tariffs, Trade Wars, and the Cautious Consumer | In this episode, Ali Jaffery, Executive Director and Senior Economist at CIBC Capital Markets, provides and in-depth analysis of the key macroeconomic themes affecting the Canadian economy. Ali explains why Canadian consumers remain cautious, highlighting the effects of mortgage rate resets and immigration policy changes on the housing market and broader economy. Ali also explores the potential economic impacts of the recently announced 25% tariffs on steel and aluminum and the implications of a trade war with the US. This episode was recorded on February 10, 2025. | 39m 15s | ||||||
| 1/16/25 | Marko Papic – Trump’s Second Term: Geopolitics and Global Economic Outlook | In this episode, Marko Papic, Senior Vice President and Chief Strategist at BCA Research, explores the geopolitical and macroeconomic issues likely to impact the markets under the coming years. Marko explains his approach to geopolitics and why material constraints often outweigh policymakers’ preferences. Marko also discusses the implications of US fiscal policy, tariffs, and the geopolitical risks posed by China and Iran under the Trump administration. | 37m 00s | ||||||
| 11/27/24 | Dr. Larry Hatheway – Is the Fed’s Independence at Risk? | The Fed’s existence is rooted in congressional legislation but are there enough legal guardrails to prevent encroachment by the executive branch? In this episode, Dr. Larry Hatheway, Founder of HarbourAdvisors, explores how the Republican Party’s consolidation of power may reshape how the Fed operates. Dr. Hatheway discusses the potential for increased government oversight, the possibility of the White House influencing monetary policy, and what this could mean for inflation and market volatility. This episode was recorded on November 22, 2024. | 33m 56s | ||||||
| 10/28/24 | Ben Rabidoux – The Current Trends and Outlook of the Canadian Real Estate Market | In this episode, Ben Rabidoux, Founder of North Cove Advisors, rejoins hosts Matthew Schnurr and Dustin Reid for an update on the current trends and outlook of the Canadian real estate market. Ben discusses the challenges facing the condo market, including the potential for higher failure rates in closings in 2025 and 2026. He also examines the impact of recent interest rate cuts by the Bank of Canada, highlighting how these cuts may improve affordability for potential homebuyers while still posing challenges for those renewing their mortgages at higher rates. Lastly, Ben explores the implications of the federal government’s decision to reduce immigration targets, which could lead to slower population growth and a softer rental market. This episode was recorded on October 24, 2024. | 30m 54s | ||||||
| 9/6/24 | Dan Clifton – The Most Investible Election in History? | With less than 65 days until the US presidential election, could this be the most investible election in history? In this episode, hosts Matthew Schnurr and Dustin Reid are joined by Dan Clifton, Partner and Head of Policy Research at Strategas Securities to discuss the upcoming election and its market implications. Dan explores how stark policy contrasts between the candidates may create unique investment opportunities and which sectors could thrive under a Democratic or Republican victory. Dan also examines the potential executive actions under both a Harris and Trump presidency, highlighting significant impacts on tariffs, immigration policies, and regulatory changes. This episode was recorded on September 4, 2024. | 44m 45s | ||||||
| 7/3/24 | David Wang – Understanding Volatility as an Asset Class | Why should investors care about volatility and how can it be used to inform investment decisions? In this episode, hosts Matthew Schnurr and Dustin Reid are joined by David Wang, Director, FX Distribution and Volatility Strategies at TD Securities, to discuss the importance of volatility in financial markets, its role as a form of financial insurance, and its influence on asset allocation decisions. David also explores volatility in the FX market and how recent political events have influenced volatility. This episode was recorded on June 27, 2024. | 37m 28s | ||||||
| 5/22/24 | Alejandro Cuadrado – Impact of the US Election on Latin America and Mexico | With the US election less than six months away, how should investors begin to assess the potential impacts on emerging markets? In this episode, hosts Matthew Schnurr and Dustin Reid are joined by Alejandro Cuadrado, Global Head of FX Strategy and Head of Emerging Markets Rate Strategy at BBVA, to discuss the implications of the US election in Latin America and Mexico. Alejandro explores what a Biden re-election or Trump victory could mean for new tariffs and the renegotiation of the USMCA agreement. This episode was recorded on May 16, 2024. | 38m 50s | ||||||
| 4/11/24 | Matthew Hornbach – Understanding the Economic & Market Impacts of US Liquidity and Financial Flows | Will the movement of cash from consumers to the government, especially during tax season, significantly influence economic activity? In this episode, hosts Matthew Schnurr and Dustin Reid are joined by Matthew Hornbach, Managing Director and Head of Macro Strategy at Morgan Stanley. Matthew explores how liquidity flows can offer insights into economic trends and influence investment decisions and asset valuations. Matthew also explains how immigration in 2023 has helped sustain economic growth and how the Fed uses all this data to inform monetary policy decisions. This episode was recorded on April 9, 2024. | 41m 55s | ||||||
| 3/11/24 | Jason Daw – BoC and Fed Easing Cycle: Market Implications and Dynamics | 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 Canada and the Fed. This episode was recorded on March 6, 2024. | 33m 16s | ||||||
| 2/7/24 | Dr. Claudia Sahm – The Sahm Rule: Is the US Heading Into a Recession? | 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 buffer against potential economic downturns, and why the Fed should consider cutting rates sooner rather than later. This episode was recorded on February 2, 2024. | 34m 46s | ||||||
| 1/8/24 | Francois Trahan – Examining the Risks for a Global Economic Downturn | 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 January 4, 2024. | 39m 48s | ||||||
| 11/9/23 | Joseph Briggs – The Macroeconomic Impacts of Generative AI | 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 economies and gain valuable insights into its adoption, regional implications, and more. This episode was recorded on November 2, 2023. | 38m 24s | ||||||
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