HeyJaredThe Open Outcry
Welcome to the Open Outcry, a term used to describe the frenetic discourse of the trading floor. We aren’t exchanging securities, but dealing in ideas on markets, economies and the intersection of the two in a world where trade, geopolitics and the investment climate are in…
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 23, 2026
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- Earliest in this view
- Jul 8, 2026
Latest episodes
E45 – Canada’s Inflation Test: How Many Hikes Are Enough? (opens the original)
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How much tightening would it take to keep Canadian inflation expectations in check? Royce Mendes of Desjardins Securities joins Bipan to explain his case for a limited round of “insurance hikes,” how U.S. trade relations could alter that outlook and where he sees value in Canadian bonds. This podcast was recorded on Sept. 22, 2026. Disclaimers: This podcast is for informational or educational purposes only. No part of this presentation may be reproduced, stored in a retrieval system or transmitt
E44 – Canada’s Tariff Stress Test (opens the original)
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Canada’s trade war with the U.S. is escalating—but the economy has proven surprisingly resilient. Bipan Rai sits down with RBC Capital Markets’ Jason Daw to discuss tariffs, fiscal firepower, the Bank of Canada’s next move and what’s driving long-term bond yields higher. This podcast was recorded on September 1, 2026. Disclaimers: This podcast is for informational or educational purposes only. No part of this presentation may be reproduced, stored in a retrieval system or transmitted, in any for
E43 – Dissecting the Selloff in US Treasuries (opens the original)
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Markets are wrestling with rising long-term yields and a less predictable Fed. Ian Lyngen, head of U.S. rates strategy at BMO Capital Markets, joins Bipan Rai to unpack real yields, fiscal pressures, AI investment and the Fed’s uncertain next move. This podcast was recorded on August 18, 2026. Disclaimers: This podcast is for informational or educational purposes only. No part of this presentation may be reproduced, stored in a retrieval system or transmitted, in any form or by any means, electr
E42 - Why the US Intervened in the Yen’s Historic Slump (opens the original)
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The U.S. Treasury Department and Japan have taken the unusual step of jointly stabilizing the Japanese Yen in global currency markets. Bipan Rai explores the direct implications for currencies and yields—and whether it marks the return of a more activist era in global FX policy. This podcast was recorded on August 4, 2026. Disclaimers: This podcast is for informational or educational purposes only. No part of this presentation may be reproduced, stored in a retrieval system or transmitted, in an
E41 – Talking Europe, the UK and Japan with Jennifer Lee (opens the original)
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Europe’s geopolitical wake-up calls are multiplying, but so are the reasons for cautious optimism. Jennifer Lee, senior economist at BMO Capital Markets, joins Bipan Rai to unpack Europe’s new spending regime, central-bank divergence, Japan’s weak yen and the global signals investors should watch next. This podcast was recorded on July 21, 2026. Disclaimers: This podcast is for informational or educational purposes only. No part of this presentation may be reproduced, stored in a retrieval syste
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