Rephonic
Artwork for The Invested
Bank Of Canada
Federal Reserve
Inflation
Investment Strategies
Interest Rates
Bank Of Japan
Emerging Markets
US Election
U.S. Inflation
Energy Transition
Geopolitical Risks
Green Energy
Mackenzie Investments
Fixed Income
Canada
Equity Markets
U.S. Federal Reserve
Mexico
Gold
Commodities

Get perspectives on today’s markets. Join Mackenzie’s Chief Investment Officer, portfolio managers and investment strategists where they provide in-depth perspectives and timely insights on key trends that affect today’s markets and investment portfolios.

PublishesWeeklyEpisodes200Founded6 years ago
Number of ListenersCategories
BusinessInvestingManagement

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Artwork for The Invested

Latest Episodes

In this episode, Dustin Reid, Chief Fixed Income Strategist, discusses the 25 basis point rate cuts from both the Fed and Bank of Canada – highlighting Fed Chair Jerome Powell’s “insurance cut” framing and labour market pressures. He also explores th... more

YouTube

In this episode, David Ross, Managing Director and Head of Private Credit at Northleaf Capital Partners, unpacks the structural shifts driving private credit's growth and why mid-market opportunities remain attractive. He explains the fundamentals of... more

YouTube

In this episode, Michael Williamson, Portfolio Manager of the Multi-Asset Strategies Team, explores why traditional sector rotation may no longer fit today’s complex markets. He explains how blurred sector lines call for a new framework to assess eco... more

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In this episode, Dustin Reid, Chief Fixed Income Strategist, shares his insights on two key macro developments that could reshape the Fed’s policy trajectory: July’s softer-than-expected US CPI print and significant downward revisions to recent job n... more

YouTube

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Recent Guests

David Ross
Managing Director and Head of Private Credit with Northleaf Capital Partners
Northleaf Capital Partners
Episode: Inside Private Credit: Growth, Resilience, and Opportunity
Michael Williamson
Portfolio Manager at Mackenzie Investments
Mackenzie Investments
Episode: From Rotation to Precision: Redefining Sector Strategies
Arup Datta
Senior Vice President, Portfolio Manager, and Head of Global Quantitative Equity
Mackenzie Investments
Episode: All-Weather Alpha: The GQE Approach
Konstantin Boehmer
Senior Vice President, Portfolio Manager, and Head of Fixed Income
Mackenzie Investments
Episode: Fixed Income Perspectives: Summer Outlook on Rates, Risk, and Policy
Shah Khan
Senior Vice President, Portfolio Manager, and Co-Lead of Mackenzie's Bluewater Boutique
Mackenzie Investments
Episode: Staying Disciplined in a Momentum-Driven Market
Markus Otema
Executive Director at CIBC Capital Markets
CIBC Capital Markets
Episode: Beyond the MER: Unpacking the Costs of ETF Trading
Caroline Edwards
Senior Client Portfolio Manager focused on Putnam's value strategies
Putnam Investments
Episode: The Case for Value: A Deep Dive into Mackenzie US Value Fund
Tim Brisibe
Head of Tax and Estate at Mackenzie Investments
Mackenzie Investments
Episode: How Advisors Can Support with Tax Planning, Intergenerational Wealth Transfer, and Strategic Philanthropy
Movin Mokbel
Vice President Portfolio Manager on the Mackenzie Fixed Income Team
Mackenzie Investments
Episode: Understanding Floating Rate Loans, CLOs, and ETFs

Hosts

Matthew Schnurr
Host of Market Exchange, discussing investment strategies and economic insights.
Rajan Bansi
Head of Portfolio Construction and Mackenzie Private Wealth, providing expertise in investment strategies.
Prerna Mathews
Vice President of ETF Product Strategy, focusing on industry trends in ETFs and investment strategies.

Reviews

4.9 out of 5 stars from 87 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
    Canada6 years ago

Listeners Say

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

Feedback often praises the host's ability to break down complex topics into understandable insights.
The engaging conversations and timely market analyses received particular acclaim from the audience.
Reviewers mention the educational value of the content, making it highly recommended for finance professionals.
Listeners appreciate the in-depth discussions with industry experts, highlighting strong insights into investment strategies.

Chart Rankings

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

Apple Podcasts
#213
Canada/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

What the Fed and BoC Cuts Mean for Markets
Q: What does the recent rate cut mean for the broader economy?
The rate cut is seen as a response to a weakening labor market and inflation outlook, with expectations for further cuts potentially in the future.
Inside Private Credit: Growth, Resilience, and Opportunity
Q: How different is it whether it's institutional or retail in terms of sophistication towards private credit?
Institutional investors have more experience, but individual investors are quickly catching up and recognizing private credit as a significant portfolio component.
Inside Private Credit: Growth, Resilience, and Opportunity
Q: Is private credit now too big to ignore from a systemic risk perspective?
While private credit has grown significantly, it represents less than 10% of total corporate borrowing, which suggests it is not a systemic risk.
Inside Private Credit: Growth, Resilience, and Opportunity
Q: What does mid-market actually mean?
Mid-market means a company with EBITDA of $10 million to $100 million, typically with an enterprise value of about $150 million to $2 billion.
September Rate Cut: Is the Fed Eyeing 50?
Q: Dustin, let's call it there. This is a quick one, great update. Thanks so much for walking me through that. Perfect.
Thanks very much.

Audience Metrics

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

Listeners per Episode
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Frequently Asked Questions About The Invested

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

A focus on providing insightful perspectives on current market trends and investment strategies stands out as a core theme. Discussion topics span a range of investment areas, including fixed income, private credit, and innovative ETF strategies, along with analysis of economic indicators such as interest rates and inflation implications. Episodes often feature expert guests from finance, showcasing their expertise in portfolio management and market analysis, offering listeners a blend of education and actionable insights for navigating complex market dynamics. Notably, the emphasis on both traditional investment strategies and emerging trends makes the content appealing to a wide audience in the finance sector.

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Which podcasts are similar to The Invested?

These podcasts share a similar audience with The Invested:

1. Get Sharpe
2. The Memo by Howard Marks
3. Thoughts on the Market
4. The Markets
5. Exchanges

How many episodes of The Invested are there?

The Invested launched 6 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. David Ross
2. Michael Williamson
3. Arup Datta
4. Konstantin Boehmer
5. Shah Khan
6. Markus Otema
7. Caroline Edwards
8. Tim Brisibe

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