A Conversation with Jean Boivin

In the first episode of Curve Your Enthusiasm in 2026, Ian is joined by Ali Jaffery from CIBC economics and Jean Boivin, Head of BlackRock Global Investment Institute. Jean begins the episode by outlining his core investment themes for 2026 across asset classes. It is hard to talk about 2026 without discussing AI, and Jean provides his view on why the near-term economic impact is inflationary, versus the longer-run impact which is disinflationary. The group discusses the risks inherent in the AI buildout, opines on market pricing across regions, and finishes the episode with a deep-dive on the Canadian economy and inflation path. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.