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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
Equity Markets
Canada
Mexico
U.S. Federal Reserve
Commodities
Gold

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
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Artwork for The Invested

Latest Episodes

In this episode, Dustin Reid, Chief Fixed Income Strategist, breaks down the latest rate cuts from the Federal Reserve and the Bank of Canada—and what they mean for advisors building resilient portfolios. Dustin explains why the Fed’s pushback on fur... more

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In this episode, Gleb Sivitsky, Portfolio Manager on Mackenzie's Multi-Asset Strategies Team, discusses how thoughtful portfolio construction can help reinforce discipline. He explains why investor mistakes rarely stem from a single decision—it's oft... more

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In this episode, Katherine Owen, Portfolio Manager with Mackenzie’s Global Equity & Income Team, shares her perspective on navigating today’s complex market. She discusses the resilience of the US economy, the growing divide between AI-driven mega-ca... more

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In this episode, Laurent Boukobza, ETF Strategist at Mackenzie Investments, explains why diversification is more important than ever. He explores ETF strategies that can help manage concentration risk and strengthen portfolio resilience. He discusses... more

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Recent Guests

Laurent Boukobza
Vice President, ETF Strategist
Mackenzie Investments
Episode: Concentration Risk 2.0
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
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
Richard Wong
Portfolio Manager and Team Lead of Mackenzie's Cundill Boutique
Mackenzie Investments
Episode: Searching for Value in Volatile Markets
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

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.

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Talking Points

Recent interactions between the hosts and their guests.

Opportunities beyond the Magnificent Seven
Q: What do you think is the one risk investors are not paying enough attention to as they build their own portfolios?
Recency bias, as many investors assume that past performance will dictate future success, leading to under-diversified portfolios.
Opportunities beyond the Magnificent Seven
Q: What are your views on the state of the United States right now as an investor?
The US economy is continuing to grow, inflation is manageable, and consumer spending trends are still healthy overall, although there's a bifurcation between wealthier and lower-income consumers.
Concentration Risk 2.0
Q: Do you expect market leadership to broaden in the next cycle?
It's uncertain, but historically, some sectors and companies will emerge as winners while others may not.
Concentration Risk 2.0
Q: Why should advisors and investors care about concentration risk?
Ignoring concentration risk can lead to missed opportunities and greater volatility in returns.
Concentration Risk 2.0
Q: How do you see this risk evolving today?
It has expanded beyond just a few stocks in the tech sector, now considering broader geographic and market implications.

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?

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. Thoughts on the Market
3. Masters in Business
4. Eye On The Market
5. Barron's Streetwise

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. Laurent Boukobza
2. David Ross
3. Michael Williamson
4. Arup Datta
5. Shah Khan
6. Markus Otema
7. Caroline Edwards
8. Richard Wong

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