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Curve Your Enthusiasm

CIBC
Canada
United States
Artificial Intelligence
Bank Of Canada
Federal Reserve
CIBC Capital Markets
Ottawa
Canadian Federation Of Independent Business
USMCA
Dollar Swap Spreads
Inflation
Trade Policy

Welcome to Curve Your Enthusiasm by CIBC Capital Markets, the only podcast in the world focusing on the Canadian economy and fixed income market.

PublishesInfrequentlyEpisodes77Founded6 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Curve Your Enthusiasm

Latest Episodes

Ian is joined this week by Mike Cloherty, and the duo begin the show by discussing what to expect from the bond market when Middle East tension dissipates. The mechanics of the repricing are well understood, though Mike sees more downside risk to the... more

Ian is joined this week by Dan Kelly, President & CEO of the Canadian Federation of Independent Businesses (CFIB). The CFIB is the biggest non-profit organization in Canada, lobbying on behalf of their 100k+ members. The show begins with a discussion... more

In the first episode of Curve Your Enthusiasm in 2026, Ian is joined by Ali Jaffery from CIBC economics and Jean Boivin, Head of BlackRock Global Investment Institute. Jean begins the episode by outlining his core investment themes for 2026 across as... more

Canada is weeks away from receiving the federal budget, which is creating a lot of interest from market participants. In this episode, Ian and Ali spend time discussing why this budget will look different than those in prior years. The introduction o... more

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Recent Guests

Mike Cloherty
Head of US Rate Strategy at CIBC
CIBC Capital Markets
Episode: Thinking about the ‘day-after’ repricing
Dan Kelly
President and Chief Executive Officer of the Canadian Federation of Independent Business
Canadian Federation of Independent Businesses
Episode: How healthy are Canadian SMEs?
Jean Boivin
Head of BlackRock Investment Institute globally
BlackRock Investment Institute
Episode: A Conversation with Jean Boivin
Ali Jafri
Senior economist in CIBC Economics Department
CIBC Capital Markets
Episode: Fiscal thoughts & world series ambitions
Brendan Donaher
Executive Director on the trading desk
CIBC Capital Markets
Episode: A very stable disequilibrium

Reviews

4.7 out of 5 stars from 40 ratings
  • Good podcast!

    One of few covering Canadian fixed income markets in depth. (Maybe the only one??)

    Apple Podcasts
    5
    JR_Ottawa
    Canada5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Covers Canadian fixed income in depth, a niche many miss.
Great for traders needing practical takeaways and policy context.
Strong emphasis on macro drivers and rate strategy.
High-quality market color from practitioners.

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Talking Points

Recent interactions between the hosts and their guests.

Fiscal thoughts & world series ambitions
Q: So what are markets thinking about this budget in terms of how it impacts the path of the Bank of Canada?
Markets view the budget as a balance between growth stimulus and the need for policy credibility; while the immediate impact on inflation may be modest, the longer-run implications could push the policy path toward a shallower easing or later tightening depending on data, with a better forecast in the January NPR due to the fiscal changes.

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Frequently Asked Questions About Curve Your Enthusiasm

What is Curve Your Enthusiasm about and what kind of topics does it cover?

This show consistently covers the Canadian fixed-income landscape with a strong emphasis on macro drivers, policy paths, and market dynamics across the yield curve. Episodes frequently blend global macro themes (inflation, central banks, AI-driven shifts) with Canadian specifics (BoC policy, energy prices, trade, and currency effects), often featuring senior market strategists, policy advocates, and trading desk professionals. A standout is its practitioner-focused approach: actionable trading ideas, policy implications for investors, and real-world market color from insiders at major financial institutions, making it valuable for fixed-income traders, portfolio managers, and researchers looking for timely, Canadian-centric insights.

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Which podcasts are similar to Curve Your Enthusiasm?

These podcasts share a similar audience with Curve Your Enthusiasm:

1. Eyes on the Economy
2. Odd Lots
3. Bloomberg Daybreak: US Edition
4. Money Stuff: The Podcast
5. At Issue

How many episodes of Curve Your Enthusiasm are there?

Curve Your Enthusiasm launched 6 years ago and published 77 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Curve Your Enthusiasm?

Recent guests on Curve Your Enthusiasm include:

1. Mike Cloherty
2. Dan Kelly
3. Jean Boivin
4. Ali Jafri
5. Brendan Donaher

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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