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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
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.

PublishesTwice monthlyEpisodes200Founded6 years ago
Number of ListenersCategories
ManagementInvestingBusiness

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Artwork for The Invested

Latest Episodes

In this episode, Michael Kapler, Portfolio Manager on Mackenzie’s Multi-Asset Strategies Team discusses how modern data, computing power, and disciplined modelling have transformed systematic investing—and what that means for constructing stronger in... more

YouTube

In this episode, Dustin Reid, Chief Fixed Income Strategist, unpacks the Fed’s dilemma of hot inflation and cooling labour markets, the implications of a potential Kevin Hassett Fed chair, and how policy risk could ripple across bonds, equities and c... more

YouTube

In this episode, Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, break down Mackenzie’s 2026 Market Outlook and explain why investors will need both resilience and discipline in the year ahead. They unp... more

YouTube

In this episode, Dustin Reid, Chief Fixed Income Strategist, unpacks diverging views at the Fed, Canada’s steady hand on rates, and Japan’s rising fiscal risks. Dustin shares how his team is positioning portfolios amid “thickening fog” in the data, w... more

YouTube

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Recent Guests

Gleb Sivitsky
Vice President and Portfolio Manager on Mackenzie's Multi-Asset Strategies team
Mackenzie Investments
Episode: Turning emotion into investment discipline
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
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 the Market Exchange, providing insights into investment strategies and market trends.
Rajan Bansi
Head of Portfolio Construction and Mackenzie Private Wealth, focusing on wealth management strategies and market insights.
Prerna Mathews
Vice President of ETF Product Strategy, specializing in exchange-traded fund investment strategies.

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
    Canada6 years ago

Listeners Say

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

Listeners appreciate the insightful perspectives provided by industry experts.
Overall, the content is considered both informative and engaging, making it highly recommended.
There is a strong emphasis on behavioral finance, which resonates well with the audience.
The depth of analysis on investment strategies is particularly lauded by professionals in the finance sector.
Many find the discussions to be an excellent blend of education and entertainment.

Chart Rankings

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

Apple Podcasts
#235
Russia/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Beyond smart beta: Building better income with Systematic Strategies
Q: Can you talk to us more about that trade-off that our listeners should be understanding, such as between upside participation and premium income or rate sensitivity and path dependency?
He highlights that writing a covered call means agreeing to sell a stock at a particular price, limiting potential upside, but this is managed with leverage to maintain market exposure.
Beyond smart beta: Building better income with Systematic Strategies
Q: Can you tell us more about systematic strategies through different market regimes?
Kapler shares that systematic strategies adapt to various market environments and factor exposures, performing differently in strong up markets, sideways markets, or during stress periods.
Beyond smart beta: Building better income with Systematic Strategies
Q: Can you tell us more about how the smart beta concept emerged? What did those early smart beta ETFs and funds look like? What did they get right?
Michael Kapler explains that smart beta is defined as an index plus strategies that are simple, low cost, and systematic. The early models were focused on market sensitivity but have evolved to include factors like size, value, momentum, and quality.
Central banks at a crossroads
Q: How does inflation enter your picture? And what's your expectation for inflation within Canada?
The bank believes if aggregate demand is slowing, then that should negatively impact inflation, suggesting a less significant concern for inflation in future rate decisions compared to past considerations.
Central banks at a crossroads
Q: How much of the shutdown is playing through for Fed decision making?
The government shutdown has started to impact the economy, with general estimates suggesting a reduction in GDP growth by about 0.1 or 0.2 percentage points off real GDP growth per week.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Invested

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

This podcast provides insightful perspectives on contemporary market conditions through discussions led by investment professionals, including Chief Investment Officers and portfolio managers. Notable topics include analyses of Federal Reserve policies, equity and fixed income trends, inflation implications, and behavioral finance strategies that aim to improve investment decision-making. The content often addresses macroeconomic factors impacting various sectors, offering practical investment strategies that listeners can apply to their portfolios. The approach tends to foster an understanding of the critical dynamics at play in financial markets, appealing to business-minded individuals and those vested in investment strategy development.... more

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Which podcasts are similar to The Invested?

These podcasts share a similar audience with The Invested:

1. Notes on the Week Ahead
2. Odd Lots
3. Thoughts on the Market
4. Masters in Business
5. Making Sense

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

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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