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Artwork for The Invested
Federal Reserve
Bank Of Canada
Inflation
Canada
Tariffs
Interest Rates
Mackenzie Investments
Investment Strategies
Market Volatility
Exchange-Traded Funds
Fixed Income
Canadian Economy
Emerging Markets
Active Etfs
Value Investing
United States
US Economy
Portfolio Construction
Equity Markets
Trump Administration

What’s behind today’s headlines and what it could mean for portfolios? Host Rajan Bansi sits down with Mackenzie portfolio managers and strategists to unpack the trends moving markets and the implications across asset classes. Tune in for timely insights to support your next client conversation.

PublishesWeeklyEpisodes200Founded7 years ago
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Artwork for The Invested

Latest Episodes

In this episode, Dustin Reid, Chief Fixed Income Strategist, breaks down the recent FOMC meeting — the first led by new Federal Reserve Chair Kevin Warsh. Dustin explains why the Fed's hawkish message caught markets off guard, including growing suppo... more

Dustin Reid discusses the Bank of Canada's rate hold, the outlook for markets and inflation, and why he believes Canadian rate cuts remain possible later this year.

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Richard Wong, lead portfolio manager and head of Mackenzie's Cundill boutique, joins host Rajan Bansi to discuss why value has quietly outperformed growth in 2026, and why that trend has staying power.

YouTube

Corporate earnings and stock performance are not moving uniformly — and the divide is worth understanding. Lesley Marks, CIO at Mackenzie Investments, joins host Rajan Bansi to walk through why AI infrastructure companies have had a markedly differen... more

YouTube

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Recent Guests

Lesley Marks
Chief Investment Officer of Equities, Mackenzie Investments
Mackenzie Investments
Episode: Understanding the K-shaped economy: an equity perspective for advisors
Katherine Owen
Portfolio Manager with Mackenzie's Global Equity and Income Boutique
Mackenzie Investments
Episode: Building resilience through volatility
Cory Martin
Chief Executive Officer and Portfolio Manager of Barrow Hanley Global Investors
Barrow Hanley Global Investors
Episode: Finding value beyond concentrated markets
John Cook
Portfolio Manager, Co-Head of Greenship Boutique
Mackenzie Investments
Episode: The new phase of the energy transition
Tim Johal
Portfolio Manager with Mackenzie's North American Equity and Income Team; Lead Manager of the Mackenzie Dividend Fund
Mackenzie Investments
Episode: Canada beyond the value label
Arup Datta
Head of Mackenzie's Global Quantitative Equity Team
Mackenzie Investments
Episode: Beyond the black box: How modern quant really works
Prerna Mathews
VP Product Innovation and Development
Mackenzie Investments
Episode: 2026 ETF Outlook: The shifts you can’t ignore
Benoit Gervais
Head of Mackenzie Investments Resources Boutique
Mackenzie Investments
Episode: Resources in a multipolar world
Gleb Sivitsky
Vice President and Portfolio Manager on Mackenzie's Multi-Asset Strategies team
Mackenzie Investments
Episode: Turning emotion into investment discipline

Hosts

Rajan Bansi
Host of The Invested
Dustin Reid
Host of Market Exchange segment on Mackenzie Investments, The Invested Podcast

Reviews

4.9 out of 5 stars from 89 ratings
  • Excellent insight!

    Great work Matt!

    Apple Podcasts
    5
    Gustafja
    Canada6 years ago
  • Great insight

    Great overview of the story behind the PMs numbers!

    Apple Podcasts
    5
    i87bell
    Canada6 years ago
  • Amazing Podcast

    Great insights into PM teams and senior management thoughts at the firm. Highly recommend.

    Apple Podcasts
    5
    Toronto IA
    Canada6 years ago
  • Awesome

    Awesome to hear frank conversations w the industry’s best.

    Apple Podcasts
    5
    Matt McGoon
    Canada6 years ago
  • Fantastic in-depth discussions with PMs!

    This podcast is both highly entertaining and educational! I love learning more about the PMs as individuals and their unique investment philosophies. Keep them coming!

    Apple Podcasts
    5
    JESTAR552
    Canada7 years ago

Listeners Say

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

The conversations are frank and informative, making complex topics approachable for professionals.
Listeners praise deep market insights and candid discussions with the industry's best.
Production quality and host expertise are consistently highlighted by listeners.
Guests are described as thoughtful PMs with strong investment philosophies.
The format is engaging and educational, with practical takeaways for portfolios.
High-quality guests and actionable ideas drive strong sponsor and guest appeal.
A few reviews emphasize the value of PM perspectives and real-world applicability.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#120
Canada/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Value's moment: Canada, tariffs, and the case for stock picking
Q: Are AI-related opportunities primarily outside Canada, and what should investors look for here?
Yes, the most interesting AI-related ideas are external to Canada, especially in the US and parts of Europe and Japan, where traditional semiconductors and AI-enabled products are being produced and sold at attractive valuations due to solid fundamentals rather than hype.
Value's moment: Canada, tariffs, and the case for stock picking
Q: What makes Finning a compelling idea in the Canadian market right now?
Finning is a global Caterpillar dealer with leading positions in Western Canada and South America, benefiting from higher CapEx in mining and infrastructure, plus ongoing servicing and power equipment demand that underpin a solid, lower-valuation entry.
Value's moment: Canada, tariffs, and the case for stock picking
Q: Richard, how much of your conviction is tied to Canada and the broader energy-security theme versus pure stock picking?
We stay focused on stocks first, looking for undervalued securities one by one, but we acknowledge the macro themes like energy security and resource diversification that shape the opportunities we see in Canada and globally.
The new phase of the energy transition
Q: Can you share a concrete example of a company you like and why it fits the Greenship thesis?
John discusses Northland Power as a Canadian example, highlighting its diversified renewable projects, disciplined management, strategic leadership changes, and a dividend cut as a de-risking move that created an entry point, illustrating how the firm evaluates IRRs and execution capability.
The new phase of the energy transition
Q: Could you introduce us to the Greenship investment approach for listeners unfamiliar with it?
John explains that Greenship seeks to identify companies that will participate in and benefit from the global energy transition, focusing on firms supplying equipment, services, and infrastructure for renewables, electrification, and energy efficiency, with a disciplined, value-oriented stock-picking approach and a broad, global universe.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About The Invested

What is The Invested about and what kind of topics does it cover?

The show centers on practical market insights from senior Mackenzie Investments portfolio managers and strategists, with discussions spanning equities, fixed income, macro themes, and the energy transition. Across episodes, listeners hear expert takes on AI-driven earnings, value versus growth, global allocation, and ETF trends, all tied to real-world portfolio construction and client conversations. A notable strength is the mix of macro context, stock-level analysis, and actionable ideas for institutional and advisor audiences, including practical discussions on risk management and pricing power amid volatility. The format often features in-depth conversations with senior researchers and fund managers, delivering nuanced perspectives that ... more

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How many listeners does The Invested get?

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Which podcasts are similar to The Invested?

These podcasts share a similar audience with The Invested:

1. Get Sharpe
2. Prof G Markets
3. The Prof G Pod with Scott Galloway
4. Making Sense
5. The Markets

How many episodes of The Invested are there?

The Invested launched 7 years ago and published 200 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 The Invested?

Recent guests on The Invested include:

1. Lesley Marks
2. Katherine Owen
3. Cory Martin
4. John Cook
5. Tim Johal
6. Arup Datta
7. Prerna Mathews
8. Benoit Gervais

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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