Mid-Year Market Outlook with Lesley Marks: Rates, Earnings, and AI
Dustin Reid, Chief Fixed Income Strategist, sits down with Lesley Marks, Chief Investment Officer of Equities, to explore Mackenzie’s outlook for the second half of 2026.
They discuss earnings expectations in Canada and the U.S., the evolving value-versus-growth dynamic, AI and hyperscale valuatio…
Michael Gapen - Can AI spending keep U.S. growth exceptional?
AI spending has become a major force in the U.S. economy, but the build-out is running into real-world constraints. Morgan Stanley Chief U.S. Economist Michael Gapen joins host Dustin Reid to unpack the scale of AI capital spending, why power and data centre capacity matter, and what the investment…
The Bank of Canada interest rate stayed put – the outlook didn’t.
The Bank of Canada held rates in September, but its tone changed.
Dustin Reid explains why rate cuts may be less likely now than previously expected, what’s driving global bond yields higher, and the key market signals advisors should be watching with clients now.
The Bank of Canada interest rate stayed put - the outlook didn't
The Bank of Canada held rates in September, but its tone changed.
Dustin Reid explains why rate cuts may be less likely now than previously expected, what’s driving global bond yields higher, and the key market signals advisors should be watching with clients now.
The Fed re-engages as market risks build
The Federal Reserve raised rates in September, but monetary policy is only part of the bond market story. Dustin Reid explains what the Fed’s latest outlook signals for rates, why corporate bond issuance, energy and inflation are pushing global yields higher, and the key market drivers’ advisors sh…
Plastic Surgery After Divorce: Body Transformation, Confidence & Starting Over | Dr. Dustin Reid
What happens when losing significant weight changes your body—and reclaiming that body becomes part of reclaiming your life?
In this candid episode, Michele Locke sits down with her own plastic surgeon, Dr. Dustin Reid of Restora Austin, to talk about plastic surgery, realistic expectations, body…
Dan Clifton - The market risks hiding in the U.S. midterms
What do the U.S. midterms mean for markets? Head of Policy Research at Strategas Research Partners, Dan Clifton, joins host Dustin Reid to unpack how control of Congress could shape policy, why the Senate matters for sectors such as banks, industrials, defence and health care, and how election outc…
Are more rate hikes ahead? What the BoC and Fed are signalling.
The Bank of Canada raised rates in October while the Federal Reserve held steady, but the decisions tell different stories about the outlook for inflation and interest rates. Dustin Reid explains why Canada's revised inflation forecast is changing expectations for future rate hikes, how energy pric…
Tim Jones - France’s fiscal reckoning: What investors need to know for 2027
Could France's political turmoil create bigger risks for European markets? Tim Jones of Energy Aspects Medley Global Advisors joins host Dustin Reid to explore how France's political and fiscal challenges are affecting bond markets, why the European Central Bank faces a difficult decision on interv…
Higher for longer: what it means for bonds
Interest rates are stuck in “higher for longer” territory, and the bond market is feeling it. Philip Petursson, Chief Investment Strategist at IG Wealth Management, sits down with Dustin Reid, Chief Fixed Income Strategist at Mackenzie Investments, to go deep into the fixed income landscape. They d…
PODCAST-SUCHMASCHINE
Auf unserer Website können Sie3,833,994-Podcasts und197,175,784-Folgen nach Personen, Orten oder Themen durchsuchen.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
BEARBEITEN
Vielen Dank, dass Sie uns helfen, die Podcast-Datenbank auf dem neuesten Stand zu halten.
