HeyJaredThe Living Market Podcast
Inflation. Volatility. Bears and Bulls. There’s a lot to unpack in the markets – especially right now.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 2, 2026
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- Earliest in this view
- Jul 9, 2026
Latest episodes
What are the current trends, risks and opportunities that matter most? (opens the original)
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This week, Philip Petursson, Chief Investment Strategist at IG Wealth Management shares the key trends currently dominating the team’s market strategy conversations and what they mean for investors. These include consistent double-digit earnings growth, growing interest rate risk, Canada’s economic momentum, the opportunities within energy and the long-term case for AI. He also shares what the team is watching out for, including corporate profits, inflation, central bank policies and geopolitics
Why the bond buyback didn't stick (opens the original)
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The U.S. Treasury quietly doubled the size of its bond buyback operations in August. The market called it QE-lite, a nod to the Federal Reserve's crisis-era quantitative easing program of creating new money to buy bonds. Philip Petursson, Chief Investment Strategist at IG Wealth Management, explains why that label is wrong, what the Treasury is actually doing and why the relief lasted about a day before disappearing. He breaks down what it means for investors, why the two-to-seven-year range off
The case for rate cuts is shrinking (opens the original)
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What if the Bank of Canada's next move is not a cut? Philip Petursson, Chief Investment Strategist at IG Wealth Management, makes the case that the conversation around Canadian interest rates has shifted fundamentally. With the economy improving, the mortgage renewal shock easing and inflation showing signs of moving in the wrong direction, he explains why the balance of risk is now tilting toward higher rates and what that means for bonds, the Canadian dollar and investor portfolios.
What might an interest rate hike mean for the markets? (opens the original)
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For two years, everyone asked when the next rate cut was coming. Now the question has flipped: what if the next move is a hike? Philip Petursson, Chief Investment Strategist at IG Wealth Management, went back to 1958 to study what actually happens to stocks after a first rate hike. The answer is not what most investors expect. Philip explains what history tells us about the move everyone is now bracing for and why the first hike and the last hike in a cycle are two very different stories.
What great manufacturing data means for the markets (opens the original)
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The U.S. goods cycle is turning, and it has implications well beyond American factories. Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management, explains what a remarkably strong monthly survey of U.S. factory purchasing managers tells us about where earnings growth is headed, what it means for Canadian equities and why history says the current cycle still has room to run.
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