Ian is joined this week by Jeremy Saunders & Brenden Donaher. The trio begins the show by talking about the elephant in the room, which is the FOMC meeting next week. Ian and Brenden discuss why a hike is likely, while Jeremy discusses the benefits of waiting until September. The discussion turns to the Bank of Canada, and why a boring BoC profile means micro trading the distribution of hikes is the only real trade. Ian outlines his view on duration, and why the structural and cyclical forces in both directions are roughly even. Brenden does a deep dive on CORRA, while Jeremy discusses his preference for owning carry on the CORRA/SOFR curve. The group finishes the episodes discussing North American swap spreads, and providing their favourite near-term trades.
29 May 2026
Thinking about the ‘day-after’ repricing
Ian is joined this week by Mike Cloherty, and the duo begin the show by discussing what to expect from the bond market when Middle East tension dissipates. The mechanics of the repricing are well understood, though Mike sees more downside risk to the very front-end given the current starting point of Fed expectations. Ian discusses why the CAD rates market has gotten so expensive, and why the repricing in the short-end has limits. The pair talk about CIBC’s new interest rate forecast and the risks around it, in addition to an updated view on the performance of swap spreads going forward. Mike discusses recent SOFR trends, and the show finishes off with a pop-quiz.
6 Apr 2026
How healthy are Canadian SMEs?
Ian is joined this week by Dan Kelly, President & CEO of the Canadian Federation of Independent Businesses (CFIB). The CFIB is the biggest non-profit organization in Canada, lobbying on behalf of their 100k+ members. The show begins with a discussion on how SMEs have weathered trade uncertainty and more recently, higher energy prices. Dan does a deep dive on labour market trends across the most active SME industries, noting that nearly 65% of all private sector labour demand comes from small businesses. The show progresses with other topics discussed like overall business sentiment, alternative measures of the job market, and how the federal government needs to refocus its productivity strategy.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Spotify
4.8 / 5
16 ratings
Podcast Authority Score: 51 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
69
Social presence
0
YouTube
0
Engagement
85
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Guest appearances
Books guests
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