The U.S. labor force has shrunk and not recovered since the start of the pandemic, and there are more jobs available than can be filled, so how is that affecting the economies current inflation woes? Jean Boivin, Head of the Blackrock Investment Institute joins host Oscar Pulido to connect the dots.
Nov 21
241: Europe’s Economic Comeback: What It Will Take for a Broad Resurgence
<p>Europe’s macro outlook is shifting. After years of fiscal restraint and fragmented policy, the region is entering a new chapter one centered on pro-growth fiscal policy, energy security, and capital-market reform. For investors, this transformation signals the potential for re ... Show More
20m 25s
Nov 14
240: Rate Cuts, Retail Power, and the Road Ahead - Ask Me Anything with Gargi Pal Chaudhuri
<p>Stock market trends are in sharp focus as central banks pivot, earnings broaden beyond mega-cap leaders, and AI-driven CapEx reshapes corporate priorities. In this AMA edition of <em>The Bid</em>, host Oscar Pulido sits down with BlackRock’s Gargi Pal Chaudhuri, Chief Investme ... Show More
20m 12s
Nov 7
239: How Private Markets Could Reshape Portfolios and Investment Opportunities by 2030
<p>Private markets are transforming the investment landscape — reshaping portfolios, expanding access, and driving growth across asset classes from private equity to infrastructure and private credit. Once the domain of institutions, <em>private markets</em> are increasingly acce ... Show More
18m 4s
Jan 2024
Talk Your Book: What's Going on in the Bond Market?
On this episode of Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CIO of F/m Investments to discuss: 2024 rate cut possibilities, the difficulty of forecasting, and why everyone got 2023 so wrong, utilizing spreads as a forecasting tool, why solving fo ... Show More
37m 21s
Jan 2024
E208 – ETF Industry Outlook
Despite turbulent markets in 2023, the ETF industry continues to thrive, providing Canadian Investors with new options for growth. Portfolio manager Alfred Lee and your host, McKenzie Box, take a deep dive into the themes driving demand and the benefits ETFs have to various user ... Show More
17m 34s
Nov 2023
E200 – Is the End of Fed Rate Hikes in Sight?
Has the latest U.S. CPI print cemented the end to Fed rate hikes? In our 200th episode, portfolio managers Matt Montemurro, Chris McHaney, and your host, McKenzie Box, analyze this small, but important, improvement on the inflation front. They also discuss what’s trending in BMO ... Show More
25m 21s