Canadian macroeconomics expert Andrew Grantham joins the podcast to dissect the latest job report in Canada, comparing it with the U.S. labor market. They discuss the implications for the bond curve, potential BoC cuts, and how the upcoming cycle could be irregular and shallower than expected.

Andrew Grantham, an expert in Canadian economics, discusses the Canadian economy's unexpected growth in Q4, factors shaping the economy, labor market trends, and the potential impact of policies on inflation. The podcast also touches on the correlation between demand and production functions, the implications of quantitative tightening, and market predictions for interest rate cuts in the US and Canada.