The Invested

Mackenzie Investments
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Dec 8, 2021 • 27min

Dustin Reid on inflation, maximum employment, and the easing cycle in China

In this episode, host Matt Schnurr speaks with Mackenzie's Chief Fixed Income Strategist, Dustin Reid as he weights in on the Fed's view of inflation and maximum employment, and what implications it may have on markets. They also turn to discuss China and the easing cycle that is currently playing out. 
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Nov 30, 2021 • 22min

John 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.
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Nov 23, 2021 • 24min

Brent 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. 
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Nov 16, 2021 • 26min

Todd 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. 
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Nov 10, 2021 • 30min

Dustin 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. 
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Nov 4, 2021 • 29min

Yves 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. 
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Oct 26, 2021 • 32min

Dustin 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. 
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Oct 21, 2021 • 22min

Brent 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.
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Oct 14, 2021 • 23min

Benoit 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.
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Oct 6, 2021 • 22min

Brent 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.  

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