Get Sharpe

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May 2026

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About the show

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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29 recent

May 29, 2026Episode 2834 min

Everyone's talking Hormuz, but here's what they're missing

The Strait of Hormuz is dominating financial headlines but screen prices are telling a different story. Dr. Amrita Sen of Energy Aspects joins host Dustin Reid to explain why physical cargo markets are trading ten to fifty dollars above published crude benchmarks, what that divergence means for gasoline, diesel, jet fuel, and LNG, and why a reopening of the strait would not restore flows anywhere near pre-conflict levels. Dustin and Prerna Mathews close with the portfolio implications: real assets, inflation-linked bonds, and a higher-for-longer rate environment well into 2027.

May 5, 2026Episode 2730 min

A Conversation with Geopolitical Strategist Marko Papic on Oil, AI, and Inflation Risks

Marko Papic, Chief Strategist at BCA Research, joins host Dustin Reid to unpack why oil and energy markets have reacted differently than broader global equities. He explores what geopolitical tensions, sticky inflation, and the AI capex boom could mean for markets. Later, co-host Prerna Mathews joins in to discuss the implications for advisors building resilient portfolios.

March 26, 2026Episode 2628 min

Ben Rabidoux - What’s driving Canada’s housing market

Ben Rabidoux, President of North Cove Advisors Inc. joins Dustin Reid and Prerna Mathews to unpack what is driving Canada’s housing market now, from weaker rental demand and condo pressure to the renewal cycle still ahead. He also lays out what to watch next as pricing stays soft and single-family moves closer to a bottom. Dustin and Prerna then widen the lens to home bias and diversification beyond Canada. Listen now for a clear housing read with portfolio context. This episode was recorded on March 25, 2026.

February 27, 2026Episode 2532 min

Jens Nordvig – Fed Independence and the next market repricing

What happens when Fed independence isn't a given? Jens Nordvig (Founder & CEO, Exante Data; Co-Founder & CEO, MarketReader) joins Dustin Reid and Prerna Mathews to unpack the collision of politics, the courts, and the central bank. They discuss what it could mean for rates, the dollar, and broader risk appetite as challenges to the Fed’s independence intensify. Dustin and Prerna close with investment takeaways: how to think about AI exposure beyond mega-cap tech, and why global diversification and FX hedging may matter more in the next regime. Tune in for macro risks, cross-asset signals, and portfolio implications. This episode was recorded on February 24, 2026.

January 22, 2026Episode 2423 min

Joseph Briggs – AI capex: signal or noise?

In this episode, Joseph Briggs, economist at Goldman Sachs, joins Dustin Reid to pressure-test the “AI bubble” debate from a top-down macro lens. They examine how big the buildout really is once you scale it properly, why the headline GDP boost can be easy to misread, and what early signals (and non-signals) to watch in productivity and the labour market. The takeaway: What to watch in the data before you change risk budgets. This episode was recorded on January 20, 2026.

November 27, 2025Episode 2336 min

Brent Donnelly – Alpha in practice: How he reads markets and manages risk

Brent Donnelly of Spectra Markets and author of Alpha Trader joins Dustin Reid to unpack how market narratives form, shift, and ultimately drive price action across global macro. He shares practical insight into managing confirmation bias, curating information flow, and staying agnostic in fast-moving markets. Brent also discusses how he uses technical analysis as a risk-management tool rather than a signal generator. The conversation closes with his outlook on major FX pairs, including Canada and Japan, as we head into 2026. This episode was recorded on November 25, 2025.

November 6, 2025Episode 2230 min

Ali Jaffery – Fiscal reality check: What the budget really means

From deficits to defense spending, Ali Jaffery of CIBC Economics joins Dustin Reid to assess the government’s fiscal plan and its market implications. They examine the fine balance between stimulus and discipline—and what it tells investors about the next phase of Canada’s economic cycle. This episode was recorded on November 5, 2025.

October 6, 2025Episode 2132 min

Steve Englander – US Macro Outlook: Resilience, Risks and Market Implications

In this episode, Steve Englander, Global Head of G10 FX Strategy and North American Macro Strategy at Standard Chartered Bank, discusses the evolving US macro landscape heading into Q4. He examines the Fed's recent rate cut, the implications of rising productivity on the neutral rate, and the early impact of AI on the labour market. Steve shares his views on US dollar positioning, potential challenges to Fed independence, and downside risks to Canadian growth and currency performance. He also addresses the durability of the current carry trade environment and the broader implications of policy-driven market volatility. This episode was recorded on September 30, 2025.

August 18, 2025Episode 2035 min

Tim Jones – Europe's Macro Outlook: Monetary Policy, Political Risks, and Fiscal Divide

In this episode, Tim Jones, Lead Policy Analyst at Medley Advisors, discusses the European Central Bank's rate outlook against a backdrop of shifting macro conditions and rising downside risks. He explores how currency moves and commodity prices could fuel disinflation, the fragility of services inflation, and what might trigger further policy easing. Tim also examines the EU's widening fiscal and political cracks within the EU, growing fiscal divergence between Germany and France, and the potential impacts of transatlantic relations with the US. Tim concludes with insights on European bond issuance and the structural shifts investors should watch for in the quarters ahead. This episode was recorded on August 13, 2025.

July 2, 2025Episode 1940 min

Durham Abric – Inflation Outlook and Policy Risks for the Second Half of 2025

In this episode, Durham Abric, Head of US Inflation at Citadel Securities, shares his outlook on US inflation for the second half of 2025, the market's perception of inflation trends, and why tariff-related volatility has yet to be fully reflected in CPI numbers. He examines the Fed's current policy stance, the risks of policy missteps, and how housing market trends and immigration could influence inflation dynamics. Durham also highlights several factors that are shaping client sentiment and explains why long-duration TIPS may be undervalued in client portfolios. This episode was recorded on June 25, 2025.