Get Sharpe
by Mackenzie Investments
Latest episode
Tim Jones - France’s fiscal reckoning: What investors need to know…
Tim Jones - France’s fiscal reckoning: What investors need to know…
About this podcast
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.
Episodes
The newest 20 of 34 episodes
- Tim Jones - France’s fiscal reckoning: What investors need to know for 2027 · 27 min · Episode 33Could France's political turmoil create bigger risks for European markets? Tim Jones of Energy Aspects Medley Global Advisors joins host Dustin Reid to explore how France's…
- Dan Clifton - The market risks hiding in the U.S. midterms · 32 min · Episode 32What do the U.S. midterms mean for markets? Head of Policy Research at Strategas Research Partners, Dan Clifton, joins host Dustin Reid to unpack how control of Congress could…
- Brent Donnelly - Being right is not always enough · 36 min · Episode 31Being right about the market is only one part of successful investing. Author and veteran trader Brent Donnelly joins host Dustin Reid to unpack the importance of risk management…
- Michael Gapen - Can AI spending keep U.S. growth exceptional? · 30 min · Episode 30AI spending has become a major force in the U.S. economy, but the build-out is running into real-world constraints. Morgan Stanley Chief U.S. Economist Michael Gapen joins host…
- James Cowan - What investors need to know about private credit right now · 32 min · Episode 29The private credit headlines of late 2025 spooked some retail investors — but were they telling the full story? Dustin Reid sits down with Northleaf Vice Chair James Cowan to…
- Dr. Amrita Sen - Everyone's talking Hormuz, but here's what they're missing · 34 min · Episode 28The Strait of Hormuz is dominating financial headlines but screen prices are telling a different story. Dr. Amrita Sen of Energy Aspects joins host Dustin Reid to explain why…
- Marko Papic, - A conversation with Geopolitical Strategist Marko Papic on Oil, AI, and inflation risks · 30 min · Episode 27Marko Papic, Chief Strategist at BCA Research, joins host Dustin Reid to unpack why oil and energy markets have reacted differently than broader global equities. He explores what…
- Ben Rabidoux - What’s driving Canada’s housing market · 29 min · Episode 26Ben Rabidoux, President of North Cove Advisors Inc. joins Dustin Reid and Prerna Mathews to unpack what is driving Canada’s housing market now, from weaker rental demand and…
- Jens Nordvig – Fed Independence and the next market repricing · 33 min · Episode 25What happens when Fed independence isn't a given? Jens Nordvig (Founder & CEO, Exante Data; Co-Founder & CEO, MarketReader) joins Dustin Reid and Prerna Mathews to unpack the…
- Joseph Briggs – AI capex: signal or noise? · 23 min · Episode 24In this episode, Joseph Briggs, economist at Goldman Sachs, joins Dustin Reid to pressure-test the “AI bubble” debate from a top-down macro lens. They examine how big the…
- Brent Donnelly – Alpha in practice: How he reads markets and manages risk · 37 min · Episode 23Brent Donnelly of Spectra Markets and author of Alpha Trader joins Dustin Reid to unpack how market narratives form, shift, and ultimately drive price action across global macro…
- Ali Jaffery – Fiscal reality check: What the budget really means · 30 min · Episode 22From deficits to defense spending, Ali Jaffery of CIBC Economics joins Dustin Reid to assess the government’s fiscal plan and its market implications. They examine the fine…
- Steve Englander – US Macro Outlook: Resilience, Risks and Market Implications · 32 min · Episode 21In this episode, Steve Englander, Global Head of G10 FX Strategy and North American Macro Strategy at Standard Chartered Bank, discusses the evolving US macro landscape heading…
- Tim Jones – Europe's Macro Outlook: Monetary Policy, Political Risks, and Fiscal Divide · 36 min · Episode 20In this episode, Tim Jones, Lead Policy Analyst at Medley Advisors, discusses the European Central Bank's rate outlook against a backdrop of shifting macro conditions and rising…
- Durham Abric – Inflation Outlook and Policy Risks for the Second Half of 2025 · 40 min · Episode 19In this episode, Durham Abric, Head of US Inflation at Citadel Securities, shares his outlook on US inflation for the second half of 2025, the market's perception of inflation…
- Shahab Jalinoos – Breaking the Safe Haven: Implications of a Weaker Dollar · 38 min · Episode 18In this episode, Shahab Jalinoos, Managing Director and Head of G10 FX Strategy at UBS, shares his insights into the structural forces that could weaken the US dollar and…
- Frank McKenna – Canadian Federal Election Aftermath: A Strong Minority? · 34 min · Episode 17In this episode, Frank McKenna, Deputy Chair at TD Securities and former Canadian ambassador to the US, shares his insights on the outcome of the Canadian federal election, what…
- Donald Schneider – Decoding DOGE: The Economic and Market Impact · 39 min · Episode 16In 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…
- Ali Jaffery – Canada’s Economic Outlook: Tariffs, Trade Wars, and the Cautious Consumer · 39 min · Episode 15In 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…
- Marko Papic – Trump’s Second Term: Geopolitics and Global Economic Outlook · 37 min · Episode 14In 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…
