Get Sharpe Podcast Por Mackenzie Investments arte de portada

Get Sharpe

Get Sharpe

De: Mackenzie Investments
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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.

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Episodios
  • Ben Rabidoux - What’s driving Canada’s housing market

    Ben Rabidoux - What’s driving Canada’s housing market
    Mar 26 2026
    Ben 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 condo pressure to the renewal cycle still ahead. He also lays out what to watch next as pricing stays soft and single-family moves closer to a bottom. Dustin and Prerna then widen the lens to home bias and diversification beyond Canada. Listen now for a clear housing read with portfolio context. This episode was recorded on March 25, 2026.
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    29 m
  • Jens Nordvig – Fed Independence and the next market repricing

    Jens Nordvig – Fed Independence and the next market repricing
    Feb 27 2026

    What 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 collision of politics, the courts, and the central bank. They discuss what it could mean for rates, the dollar, and broader risk appetite as challenges to the Fed’s independence intensify. Dustin and Prerna close with investment takeaways: how to think about AI exposure beyond mega-cap tech, and why global diversification and FX hedging may matter more in the next regime. Tune in for macro risks, cross-asset signals, and portfolio implications.

    This episode was recorded on February 24, 2026.

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    33 m
  • Joseph Briggs – AI capex: signal or noise?

    Joseph Briggs – AI capex: signal or noise?
    Jan 22 2026

    In 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 buildout really is once you scale it properly, why the headline GDP boost can be easy to misread, and what early signals (and non-signals) to watch in productivity and the labour market. The takeaway: What to watch in the data before you change risk budgets.

    This episode was recorded on January 20, 2026.

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    23 m
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