Sobre este podcast
Welcome to Global Thinking, the podcast where we explore the intersection of global macro investing, geo-political tensions, and financial advice. Join our host Rob Duncan, as they guide you through the complex world of personal finance and help you navigate the ever-changing landscape of global markets. Every month we bring on top experts to share their insights and perspectives on the latest trends and events shaping the global economy. Whether you're an experienced investor or just starting out, this podcast is your go-to resource for understanding how to manage your wealth in a rapidly changing world. So sit back, relax, and join us for an engaging and thought-provoking conversation on Global Thinking.
Episódios
Os 20 episódios mais recentes de 77
- Bonds, Bad News and Bull Markets · 35 min · Temporada 6 Episódio 9Bond yields are surging. Oil prices remain elevated. Tariffs, geopolitics and inflation continue to dominate the headlines. Investors are stressed. And yet, the bull market keeps…
- Signal or Noise? Staying Cool in a Hot Money World · 1 h 15 min · Temporada 6 Episódio 8A young hedge fund manager built his entire investment thesis around one idea: artificial intelligence would reshape the world. His conviction was so strong he named his fund…
- The Great Rebuilding: Why the World Is Changing Faster Than Markets Realize · 1 h 0 min · Temporada 6 Episódio 7In this episode of the Global Thinking Podcast, Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack one of the biggest investment themes of 2026: The Great…
- Markets, Multipolarity, and the Next Cycle · 34 min · Temporada 6 Episódio 6For more than a decade, investors have been rewarded for a simple strategy: buy U.S. stocks, own big technology companies, and trust that American exceptionalism would continue…
- Crisis Fatigue: Have Investors Tuned Out Risk? · 51 min · Temporada 6 Episódio 5Markets are rallying. Oil is rising. War is ongoing. And yet, investors seem to be moving on. In this episode of the Global Thinking Podcast, Rob Duncan sits down with…
- Chasing Alpha: SPIVA 2025, Active vs Passive Investing, and Why Most Managers Underperform · 55 min · Temporada 6 Episódio 4In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Dr. Joe Nelesen from S&P Dow Jones Indices to break down the SPIVA Canada 2025 report and what it…
- Sell First, Ask Questions Later: A Crash Course in Oil Shocks · 37 min · Temporada 6 Episódio 3In this episode of the Global Thinking Podcast Rob Duncan sits down with Forstrong CEO & CIO, Tyler Mordy, to unpack the market reaction to the escalating conflict involving Iran…
- Liquidity Illusion: The Wake-Up Call in Canadian Private Markets · 1 h 2 min · Temporada 6 Episódio 2In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Nimar Bangesh of Obsiido to unpack one of the most infuriating developments in Canadian investing…
- From Chaos to Conviction: Positioning Portfolios for Stability in 2026 · 55 min · Temporada 6 Episódio 12025 looked like the kind of year that should have broken markets — geopolitical shocks, political dysfunction, and nonstop macro stress. Instead, risk assets powered ahead. That…
- Double Vision: Investing in a Split-Screen World · 47 min · Temporada 5 Episódio 16In this episode of the Global Thinking Podcast, Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack a market that refuses to send a single, clear signal. Equity…
- Canada in the Crosshairs: Hard Markets, High Rates, and Hidden Opportunities · 58 min · Temporada 5 Episódio 15In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Matthew Barasch, Senior Portfolio Manager at RBC Dominion Securities, for a candid, wide-ranging…
- Don't Stop Believin': Why Global Markets Still Have Room to Run · 42 min · Temporada 5 Episódio 14In 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…
- Wired for Growth or Blown Fuse? · 1 h 1 min · Temporada 5 Episódio 13Emerging 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…
- From Generational Wealth Myths to Modern Advising: Wealth 3.0 · 44 min · Temporada 5 Episódio 10In 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…
- Flooding The Zone · 44 min · Temporada 5 Episódio 12Steve 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…
- Guns, Gold, and Getting Paid: Global Investing in a Fractured World · 1 h 4 min · Temporada 5 Episódio 10In 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…
- Desensitized and Diversified: Investing Through Policy Whiplash · 42 min · Temporada 5 Episódio 9In 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…
- Power Shifts, Trade Rifts, and Investment Lifts · 55 min · Temporada 5 Episódio 8Global 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…
- Elbows Up – Time to Pivot and Rebalance · 49 min · Temporada 5 Episódio 7In 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…
- Panic, Policy, and the New Playbook · 31 min · Temporada 5 Episódio 6In 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…
