Inside Perspectives: An AGF Podcast Series

Thoughtful discussions on investing with AGF experts and special guests. Learn more about the opportunities and issues impacting global markets today.

Thinking Differently About Equity Markets 03/27/2024

Thinking Differently About Equity Markets Kevin, John, and David get into it with Dillon Culhane on becoming a portfolio manager and weigh in on the market’s shifting attitude towards the U.S. Federal Reserve and the New York Mets' chances of winning the World Series this year. Hosted By:KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Editor, AGF Perspectives Guest:DC: Dillon Culhane, Co-Portfolio Manager*, AGF Investments *Pending regulatory approval /episode/index/show/agfinvestments/id/30568868

Biden Versus Trump II: An Investor's Guide to the U.S. Election 02/29/2024

Biden Versus Trump II: An Investor's Guide to the U.S. Election Kevin, John and David get into the potential market ramifications of the U.S. presidential election with guest Greg Valliere. Hosted By: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Editor, AGF Perspectives Guest:GV: Greg Valliere, Chief U.S. Policy Strategist, AGF Investments /episode/index/show/agfinvestments/id/30168773

Why Geopolitics May Be the Most Important Focus of Investors in 2024 01/26/2024

Why Geopolitics May Be the Most Important Focus of Investors in 2024 Kevin, John and David welcome Regina Chi to discuss the Red Sea attacks, Taiwan’s recent election (and a little football while they’re at it). Hosted By: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Editor, AGF Perspectives Guest:RC: Regina Chi, Portfolio Manager, AGF Investments /episode/index/show/agfinvestments/id/29666508

War in the Middle East and the Potential Threat to Markets 11/02/2023

War in the Middle East and the Potential Threat to Markets The world's geopolitical climate continues to grow more dangerous following the recent outbreak of war in the Middle East. So why do investors seem relatively unfazed by the tragic events that are unfolding? On this episode of Inside Perspectives, Kevin McCreadie discusses the market's reaction to the beginnings of yet another devastating conflict with guests Greg Valliere and General Andrew Leslie. /episode/index/show/agfinvestments/id/28500698

How Does the Ukraine War End? 09/13/2023

How Does the Ukraine War End? The Ukraine War continues to grind on, seemingly with no end in sight. On this episode of Inside Perspectives, Kevin McCreadie welcomes back Greg Valliere and General Andrew Leslie to discuss the ongoing market impact of the conflict and why next year's U.S. presidential election is one of several factors that could determine its ultimate outcome. /episode/index/show/agfinvestments/id/28021974

Why Investors Need to Keep the Ukraine War on Their Worry List 06/22/2023

Why Investors Need to Keep the Ukraine War on Their Worry List Ukraine’s counter offensive could by a turning point in the country’s war with Russia, but investors should expect a swift end to the conflict as a result. On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer, welcomes back General Andrew Leslie to discuss the latest developments in the war and its ongoing potential to impact markets. /episode/index/show/agfinvestments/id/27238215

Private Capital: What Does the Future Hold? 05/30/2023

Private Capital: What Does the Future Hold? In part three of a three-part series, Kevin McCreadie, AGF’s CEO and Chief Investment Officer considers the future of private capital with special guests Ash Lawrence, head of AGF Private Capital, and Robert Olsen, Partner, Vice Chair and Private Equity Leader at Deloitte Canada. For a transcript of each episode in this three-part series on private capital, please visit agf.com/podcast, and don't forget to subscribe to hear more from us at Apple Podcast, Spotify, Google Play Music, Stitcher, Podcast Attic, and Pocket Casts. /episode/index/show/agfinvestments/id/26988534

Private Capital: How a Good Manager Makes All the Difference 05/30/2023

Private Capital: How a Good Manager Makes All the Difference In part two of a three-part series, Kevin McCreadie, AGF’s CEO and Chief Investment Officer weighs in on the opportunities and risks of investing in private capital with special guests Ash Lawrence, head of AGF Private Capital, and Robert Olsen, Partner, Vice Chair and Private Equity Leader at Deloitte Canada. Ok, that brings round two to a close. To hear the rest of the conversation with Kevin, Ash and Robert, round three of our Private Capital series is now available at AGF.com/podcasts or by subscribing to Apple Podcast, Spotify, Google Play Music, Stitcher, Podcast Attic, and Pocket Casts. /episode/index/show/agfinvestments/id/26988510

Private Capital: Why Patience Can Be a Virtue 05/30/2023

Private Capital: Why Patience Can Be a Virtue In part one of a three-part series, Kevin McCreadie, AGF’s CEO and Chief Investment Officer discusses the current landscape for investing in private capital with special guests Ash Lawrence, head of AGF Private Capital, and Robert Olsen, Partner, Vice Chair and Private Equity Leader at Deloitte Canada. To hear more from Kevin, Ash and Robert, round two of our private capital series is now available at AGF.com/podcasts or by subscribing to Apple Podcast, Spotify, Google Play Music, Stitcher, Podcast Attic, and Pocket Casts. /episode/index/show/agfinvestments/id/26990664

One Year and Counting: Assessing the Ongoing Market Impact of the Ukraine War 02/16/2023

One Year and Counting: Assessing the Ongoing Market Impact of the Ukraine War On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer welcomes back Greg Valliere, AGF’s Chief U.S. Policy Strategist and special guest General Andrew Leslie to discuss the implications of a war that continues to rage with no end in sight. /episode/index/show/agfinvestments/id/25952511

The Politics of ESG Investing 12/05/2022

The Politics of ESG Investing In this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer welcomes AGF Portfolio Manager Martin Grosskopf to discuss a mounting political backlash against ESG and what it means for investors. /episode/index/show/agfinvestments/id/25202280

Planes, Trains and the Market Impact of Political Dysfunction in the West 11/07/2022

Planes, Trains and the Market Impact of Political Dysfunction in the West On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer welcomes back Greg Valliere, AGF’s Chief U.S. Policy Strategist and special guest General Andrew Leslie to discuss the potential crisis facing some of the West’s most successful democracies and the impact that could have on financial markets going forward. /episode/index/show/agfinvestments/id/24929163

What China Wants (and What the World Wants from China) 09/19/2022

What China Wants (and What the World Wants from China) On this episode of Inside Perspectives, Kevin McCreadie AGF’s CEO and Chief Investment Officer is joined by AGF Portfolio Manager Regina Chi and special guest General Andrew Leslie to talk about China’s growing influence on the geopolitical landscape today. /episode/index/show/agfinvestments/id/24421605

Is War the New Normal for Investors? 08/15/2022

Is War the New Normal for Investors? Geopolitical tensions in Eastern Europe and the Asia-Pacific region have unsettled markets this year, but investors may end up facing more instability going forward. On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer welcomes back Greg Valliere, AGF’s Chief U.S. Policy Strategist and special guest General Andrew Leslie to discuss Russia’s ongoing invasion of Ukraine and China’s mounting aggression towards Taiwan. /episode/index/show/agfinvestments/id/24058485

The Threat to Investors of a New Cold War 07/14/2022

The Threat to Investors of a New Cold War On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer welcomes special guest General Andrew Leslie to discuss the potential market implications of a war that threatens to upend existing power dynamics around the world. /episode/index/show/agfinvestments/id/23743577

Inside Perspectives: An AGF Podcast Series

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