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Get Sharpe

Mackenzie Investments

On Get Sharpe, hosts Dustin Reid and Prerna Mathews go beyond the headlines to unpack the macro and policy drivers shaping markets and what they mean for portfolios. Expect global perspectives, practical takeaways, and thoughtful debates with some of the sharpest minds in the industry. Tomorrow’s best ideas start here. Stay sharp with Get Sharpe.

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34 atal

  1. Tim Jones - France’s fiscal reckoning: What investors need to know for 2027 26:43
  2. Dan Clifton - The market risks hiding in the U.S. midterms 31:49
  3. Brent Donnelly - Being right is not always enough 36:01
  4. Michael Gapen - Can AI spending keep U.S. growth exceptional? 30:21
  5. James Cowan - What investors need to know about private credit right now 32:23
  6. Dr. Amrita Sen - Everyone's talking Hormuz, but here's what they're missing 34:26
  7. Marko Papic, - A conversation with Geopolitical Strategist Marko Papic on Oil, AI, and inflation risks 30:13
  8. Ben Rabidoux - What’s driving Canada’s housing market 28:51
  9. Jens Nordvig – Fed Independence and the next market repricing 32:31
  10. Joseph Briggs – AI capex: signal or noise? 23:11
  11. Brent Donnelly – Alpha in practice: How he reads markets and manages risk 36:56
  12. Ali Jaffery – Fiscal reality check: What the budget really means 30:29
  13. Steve Englander – US Macro Outlook: Resilience, Risks and Market Implications 32:04
  14. Tim Jones – Europe's Macro Outlook: Monetary Policy, Political Risks, and Fiscal Divide 35:44
  15. Durham Abric – Inflation Outlook and Policy Risks for the Second Half of 2025 40:27
  16. Shahab Jalinoos – Breaking the Safe Haven: Implications of a Weaker Dollar 37:36
  17. Frank McKenna – Canadian Federal Election Aftermath: A Strong Minority? 33:33
  18. Donald Schneider – Decoding DOGE: The Economic and Market Impact 39:24
  19. Ali Jaffery – Canada’s Economic Outlook: Tariffs, Trade Wars, and the Cautious Consumer 39:15
  20. Marko Papic – Trump’s Second Term: Geopolitics and Global Economic Outlook 37:00
  21. Dr. Larry Hatheway – Is the Fed’s Independence at Risk? 33:56
  22. Ben Rabidoux – The Current Trends and Outlook of the Canadian Real Estate Market 30:54
  23. Dan Clifton – The Most Investible Election in History? 44:45
  24. David Wang – Understanding Volatility as an Asset Class 37:28
  25. Alejandro Cuadrado – Impact of the US Election on Latin America and Mexico 38:50
  26. Matthew Hornbach – Understanding the Economic & Market Impacts of US Liquidity and Financial Flows 41:55
  27. Jason Daw – BoC and Fed Easing Cycle: Market Implications and Dynamics 33:16
  28. Dr. Claudia Sahm – The Sahm Rule: Is the US Heading Into a Recession? 34:46
  29. Francois Trahan – Examining the Risks for a Global Economic Downturn 39:48
  30. Joseph Briggs – The Macroeconomic Impacts of Generative AI 38:24
  31. Ben Rabidoux – Trends and Challenges Facing Canada’s Real Estate Market 42:04
  32. Daniel Sternoff – Supply and Demand: The Geopolitics and Global Factors Shaping Oil Prices 53:26
  33. Dan Clifton – Why Investors Should Care About the 2024 US Election 55:09
  34. Introducing – Get Sharpe 2:15