Don’t Stop Believin’: Why Global Markets Still Have Room to Run
Global Thinking
In this episode of the Global Thinking Podcast Rob Duncan sits down with Lead Portfolio Manager, David Kletz, to explore the powerful shift in global market leadership that has defined the year. Since “Liberation Day,” momentum has moved decisively toward International and Emerging Markets, with Europe and Asia driving much of the advance. While U.S. equities have staged a recovery, they face mounting challenges — weakening dollar, government shutdowns, and a softening labor market. In contrast, International markets are showing renewed strength, supported by attractive...
info_outline
Wired for Growth or Blown Fuse?
Global Thinking
Emerging Market equities are the year’s top performer, with Canadian and International equities close behind — leaving U.S. stocks lagging. Will America stage a comeback, or are we entering a new era where global equities take center stage? In this episode of the Global Thinking Podcast host, Rob Duncan, sits down with Forstrong's CEO/CIO, Tyler Mordy, to explore whether the bull market is wired for further growth or primed to blow a fuse. Tariffs, delayed AI profits, and stubborn interest rates loom as short-circuit risks. On the flip side, government spending, easing monetary...
info_outline
From Generational Wealth Myths to Modern Advising: Wealth 3.0
Global Thinking
In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Jamie McBride of Stewart & Kett to unpack the evolution of wealth management and the rise of Wealth 3.0. Wealth 3.0 represents a shift beyond spreadsheets and tax strategies toward an approach that prioritizes family values, collaboration, and open conversations about legacy. Rob and Jamie explore why the “three generations myth” is often misunderstood, how advisors can move from dictating solutions to facilitating dialogue, and what it really takes to help families flourish across generations. ...
info_outline
Flooding The Zone
Global Thinking
Steve Bannon once described Donald Trump’s media strategy as “flooding the zone” — overwhelming the airwaves with noise to confuse and distract. Recent months have offered a masterclass, leaving investors to sift through tariffs, trade wars, and endless headlines. In this mid-year edition of the Global Thinking Podcast, host Rob Duncan sits down with Forstrong CEO & CIO Tyler Mordy to cut through the noise. They unpack why tariffs haven’t bitten markets harder, how a weakening US dollar is shifting capital flows, and what looming Fed rate cuts could mean for investors. With...
info_outline
Guns, Gold, and Getting Paid: Global Investing in a Fractured World
Global Thinking
In this episode of Global Thinking, Forstrong Portfolio Manager Rob Duncan sits down with friend of the firm, Chris McHaney, Executive Vice President and Head of Investment Management and Strategy at Global X Investments Canada Inc., for a wide-ranging conversation on where global capital is moving, and why. Many of the themes Chris is tracking - rising defense spending, a potential commodities supercycle, renewed interest in international markets like EAFE and India - align closely with Forstrong’s own global investment roadmap. Both firms share a belief that in an increasingly...
info_outline
Desensitized and Diversified: Investing Through Policy Whiplash
Global Thinking
In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Forstrong Portfolio Manager, Terry Shaunessy, to unpack how investors are navigating a world where political theatrics, including Trump’s tariff flip-flops, no longer move markets like they used to. They explore why the U.S. may need to consider a GST-style tax, why service-based economies could be the next big growth engine, and how market strategies need to adapt to volatility fatigue. The conversation also dives into the Canadian economic puzzle: a stable banking sector weighed down by real estate drag and...
info_outline
Power Shifts, Trade Rifts, and Investment Lifts
Global Thinking
Global Thinking: Power Shifts, Trade Rifts, and Investment Lifts In this no-holds-barred episode of the Global Thinking Podcast, host Rob Duncan sits down with AGF Investments CEO and CIO, Kevin McCreadie, to unpack the chaos, clarity, and contradictions shaping markets in 2025. From political plot twists in Canada to the unpredictable theatre of Trump 2.0, they dive into how power moves and policy pivots are reshaping capital flows. Is U.S. exceptionalism running out of runway? Will Canada finally find its economic groove? And what does Europe’s fiscal awakening and China's...
info_outline
Elbows Up – Time to Pivot and Rebalance
Global Thinking
In this episode of the Global Thinking podcast, host Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack a rowdy stretch in markets and politics. From Canada’s recent election to Trump’s tariff tantrums, the conversation dives into how economic confidence has taken a hit on both sides of the border. But while Canada seems to be finding it’s way with new leadership and domestic competition; American markets wrestle with political uncertainty and slowing economic data. Capital is quietly on the move finding greener pastures in Europe and Asia. With European...
info_outline
Panic, Policy, and the New Playbook
Global Thinking
In this episode of the Global Thinking Podcast Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack what may become one of the most studied financial panics of our time. With markets rattled by a sudden loss of confidence, they explore how erratic policy moves and recent tariff announcements have triggered a global risk-off sentiment and shaken investor faith in American capital markets. Tyler explains why this isn’t your typical market correction, but rather a policy-inflicted confidence shock that’s exposing deep structural cracks. The conversation dives into the...
info_outline
Chasing Alpha: The Wisdom of Crowds and Market Efficiency
Global Thinking
The majority of active managers underperform their benchmarks - but why? In this episode of the Global Thinking Podcast Rob sits down with Dr. Joseph Nelesen, Head of Specialists, Index Investment Strategy at S&P Dow Jones Indices, to unpack the 2024 SPIVA Report—the definitive study comparing active fund managers to their benchmarks. The discussion explores how most active managers have underperformed their benchmark, the critical role of survivorship bias, and the impact of fees and market conditions on long-term performance. Joe shares eye-opening statistics including...
info_outlineIn this episode of the Global Thinking Podcast Rob Duncan sits down with Forstrong’s CEO & CIO, Tyler Mordy, to unpack the evolving market landscape and the unmistakable “vibe shift” happening in global markets. The once-unstoppable dominance of U.S. equities and the MAG 7 is showing signs of fatigue while broader global markets are stepping into the spotlight. Europe is showing signs of economic resurgence, emerging markets are gaining traction, and investors are finally remembering there are stocks outside of the S&P 500.
They also break down the latest economic headlines, including the impact of Trump 2.0 policies, which were supposed to fuel growth but seem to be running in the opposite direction faster than Zelensky leaving the White House. Inflation, interest rates, and shifting investment narratives all come into play, along with a fresh take on the Canadian economy’s potential.
Is this the beginning of a new global investment era? Tune in for insights and a look at where smart money might be heading next.
Chapters
00:00 Introduction to Global Investing
01:08 Market Dynamics and the Trump Effect
07:38 The Shift from MAG-7 to Broader Markets
14:03 Europe's Economic Resurgence
21:37 Emerging Markets: A Turning Point
26:15 Interest Rates and Inflation Outlook
28:06 Inflation: The Central Concern
35:14 The Canadian Dollar and Global Trade
39:13 Exploring Wealth Beyond Finances
43:28 Closing Thoughts and Recommendations
The 5 Types of Wealth - https://www.the5typesofwealth.com/
Disclosures: https://forstrong.com/disclosures/
Global Thinking Podcast Series - https://forstrong.com/podcast/
Global Thinking Insights - https://forstrong.com/insights/
Who is Forstrong Global - https://forstrong.com/who-we-are/
Ask Forstrong - https://forstrong.com/category/ask-forstrong/
Invest With Us - https://forstrong.com/invest-with-us/