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Artwork for Scotiabank Market Points
Canada
Debt Capital Markets
IPO Market
Artificial Intelligence
Interest Rates
Mergers and Acquisitions
Equity Capital Markets
Scotiabank
US Debt Markets
M&A Activity
Canadian Debt Markets
Corporate Bond Issuance
Large Language Models
Customer-Facing Industries
United States
Oil Prices
Inflation
Sustainability
Canadian Dollar
Federal Reserve

Dive into the latest trends and expert analysis with the Scotiabank Market Points podcast series. Each episode brings you timely insights from Scotiabank Global Banking and Markets leaders and experts. Listen now. Important Disclosures: This communication does not constitute investment advice or any personal recommendation to invest in a financial instrument or “investment research”. This communic... more

PublishesTwice monthlyEpisodes78Founded6 years ago
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Artwork for Scotiabank Market Points

Latest Episodes

In this episode of Market Points, Patrick Bryden, Managing Director, Global Head of Thematic and Sustainability Investment Research, Global Equity Research, Olivier Gervais, Director, Modelling and Forecasting, Scotiabank Economics, and Hugo Ste-Mari... more

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In this episode of Market Points, Patrick Dabiet, Managing Director and Co-Head of Canadian Debt Capital Markets and Government Finance, and Fadi Attia, Managing Director and Head of U.S. Debt Syndication, discuss the key forces shaping debt capital ... more

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In this special episode of Market Points, Patrick Bryden, Managing Director, Global Head of Thematic and Sustainability Investment Research at Scotiabank, speaks with Alex de Vries-Gao, Founder of Digiconomist, about the fast-growing energy demands o... more

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In this episode of Market Points, host Nick Pocrnic, Director, Mining Sales Specialist at Scotiabank in Toronto, speaks with Alfonso Salazar Herrera, Analyst, LatAm Metals & Mining at Scotiabank Inverlat in Mexico City, about how China’s mounting ind... more

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Recent Guests

Olivier Gervais
Director, Modeling and Forecasting with Scotiabank Economics
Scotiabank Economics
Episode: What if the oil shock intensifies? Implications for the Canadian economy and beyond
Hugo St. Marie
Analyst with Scotiabank Global Equity Research
Scotiabank Global Equity Research
Episode: What if the oil shock intensifies? Implications for the Canadian economy and beyond
Alex de Vries-Gao
Founder of Digiconomist
Digiconomist
Episode: Powering intelligence: AI’s energy footprint
Pete Gordon
Director of Technology Equity Capital Markets
Scotiabank
Episode: Midyear IPO Survey: Risk-on for institutional investors
Boris Sender
Director, US Rates Strategy, New York; Treasury Traders liaison
Scotiabank
Episode: U.S. and Canada rates update
Roger Quick
Director in CAD Rates Strategy, Toronto
Scotiabank
Episode: U.S. and Canada rates update
Jackie Forrest
Executive Director of Arc Energy Research and co-host of the Arc Energy Ideas podcast
Arc Energy Research and Suit
Episode: Highlights from the 2025 Scotiabank Sustainability Summit
Junue Hernández
Director for ESG Control and Monitoring at the Undersecretary of Finance and Public Credit
Government of Mexico
Episode: Highlights from the 2025 Scotiabank Sustainability Summit
Tabitha Bull
President and CEO of the Canadian Council for Indigenous Business
CCIB
Episode: Highlights from the 2025 Scotiabank Sustainability Summit

Reviews

4.9 out of 5 stars from 24 ratings
  • Good info

    Need more episodes.

    Apple Podcasts
    5
    furure investors
    United States6 years ago

Listeners Say

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

Listeners appreciate the timely insights and quality analysis from financial professionals.
They find the content useful for making informed investment decisions.
There is a desire for a consistent release of new episodes to deepen understanding of market dynamics.

Chart Rankings

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

Apple Podcasts
#90
France/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

U.S. and Canada rates update
Q: What is the outlook for the Bank of Canada and how might it interact with the U.S. policy picture?
The Bank of Canada is expected to cut rates again, though the pace may be tempered by core inflation staying elevated. The interaction with the U.S. policy picture matters because cross-border issuance and currency flows could sustain a steeper Canadian curve if Canada continues easing while the U.S. moderates its easing path, though the overall deficit and growth dynamics remain a key driver.
U.S. and Canada rates update
Q: What are the two main macro themes in the US market that have driven developments in the last several months?
The two main themes are the U.S. tax reform, which is expected to provide a sizable fiscal impulse with a significant near-term impact on deficits and potential GDP, and tariff policy, which continues to influence growth dynamics and the marginal burden on global supply chains, but is partially offset by the tax-driven growth and by easing in some tariff risks through international accords.
Highlights from the 2025 Scotiabank Sustainability Summit
Q: What version of sustainability are we talking about—planet, product, or business sustainability, and how do they interrelate?
The discussion emphasized that the three concepts overlap and must be integrated coherently; focusing on one at the expense of profitability or resilience can undermine a company's long-term viability, so a balanced approach is essential.
Powering intelligence: AI’s energy footprint
Q: What is the current state of AI power demand disclosure, and how do you build a complete picture when companies do not publish exact numbers?
Public environmental reports show total power demand with AI as a driver, but rarely the AI-specific portion; I triangulate by examining chip design disclosures from publicly available sources (NVIDIA, AMD, TSMC) and in-house solutions like Google's TPUs, then infer the rest through capacity and packaging signals, acknowledging significant uncertainty.
Powering intelligence: AI’s energy footprint
Q: Can you tell us a bit about your background and what drew you to studying AI's energy footprint?
I have been researching emerging technologies for about a decade, started Digiconomist in 2014 focusing on sustainability of digital assets, and expanded into AI energy discussions as the technology evolved; my work aims to quantify total AI power demand despite limited disclosures.

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Frequently Asked Questions About Scotiabank Market Points

What is Scotiabank Market Points about and what kind of topics does it cover?

A podcast that provides timely insights and expert analysis on the latest trends in financial markets. It features discussions led by leaders and experts from a premier global banking and markets institution, focusing on areas such as interest rates, equity markets, and investor sentiment. The content is rich with detailed forecasts and evaluations of current market conditions, particularly useful for investors and financial professionals navigating a changing economic landscape. Noteworthy is the focus on practical implications for institutional investors, alongside evaluations of prominent economic indicators and geopolitical influences on market dynamics.

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How many episodes of Scotiabank Market Points are there?

Scotiabank Market Points launched 6 years ago and published 78 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 Scotiabank Market Points?

Recent guests on Scotiabank Market Points include:

1. Olivier Gervais
2. Hugo St. Marie
3. Alex de Vries-Gao
4. Pete Gordon
5. Boris Sender
6. Roger Quick
7. Jackie Forrest
8. Junue Hernández

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