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Global Thinking

Forstrong Global Asset Management

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.

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Episódios

77 episódios

  1. Bonds, Bad News and Bull Markets 34:53
  2. Signal or Noise? Staying Cool in a Hot Money World 1:15:48
  3. The Great Rebuilding: Why the World Is Changing Faster Than Markets Realize 1:00:39
  4. Markets, Multipolarity, and the Next Cycle 33:50
  5. Crisis Fatigue: Have Investors Tuned Out Risk? 50:59
  6. Chasing Alpha: SPIVA 2025, Active vs Passive Investing, and Why Most Managers Underperform 55:09
  7. Sell First, Ask Questions Later: A Crash Course in Oil Shocks 37:21
  8. Liquidity Illusion: The Wake-Up Call in Canadian Private Markets 1:02:35
  9. From Chaos to Conviction: Positioning Portfolios for Stability in 2026 54:57
  10. Double Vision: Investing in a Split-Screen World 47:10
  11. Canada in the Crosshairs: Hard Markets, High Rates, and Hidden Opportunities 58:12
  12. Don't Stop Believin': Why Global Markets Still Have Room to Run 42:03
  13. Wired for Growth or Blown Fuse? 1:01:59
  14. From Generational Wealth Myths to Modern Advising: Wealth 3.0 43:32
  15. Flooding The Zone 44:11
  16. Guns, Gold, and Getting Paid: Global Investing in a Fractured World 1:04:47
  17. Desensitized and Diversified: Investing Through Policy Whiplash 41:45
  18. Power Shifts, Trade Rifts, and Investment Lifts 54:33
  19. Elbows Up – Time to Pivot and Rebalance 49:19
  20. Panic, Policy, and the New Playbook 31:04
  21. Chasing Alpha: The Wisdom of Crowds and Market Efficiency 56:38
  22. The Great Vibe Shift: From MAG 7 to Drag 7 54:32
  23. Trump, Tariffs, Tech, and Turbulence 36:42
  24. Unlocking the Power of Alternatives 43:59
  25. Markets in Motion - Resilience and Rivalries 56:05
  26. Global Thinking Vibecession with Keith Dicker 1:03:44
  27. 5 Questions Keeping Investors Up at Night 48:07
  28. From Paper to Pixels: Canada's Fintech Transformation 36:55
  29. Podcast From China: Beijing's Policy Shockwaves 30:56
  30. Keep Calm and "Carry" On – Seizing Global Opportunities in a Shifting ETF Market 46:35
  31. The Great Market Rotation: Is It For Real? 24:26
  32. Navigating Nvidia's Volatility: Keeping Your Head When Others May Have Lost Theirs 25:52
  33. Canadian ETFs - A Bull Market in the Making 26:11
  34. 2024's Rotation Trade Continues 22:06
  35. Is US equity still the easiest asset allocation decision? 29:32
  36. Interest Rate Obsession 30:38
  37. Global Thinking Market Update with Franklin Templeton 41:52
  38. Running with Bulls - Is the Market Rally Broadening? 35:57
  39. Macro Musings from A Latam Perspective 37:38
  40. Bonds, Bitcoin and The Biggest Year Ever For Democracy 39:47
  41. Shifting Market Narratives - Higher for Longer Hits Home 17:02
  42. What Happens When AI Gets Real, Part 2 21:23
  43. What Happens When AI Gets Real? 12:46
  44. Postcard from China, Part 2 14:46
  45. Is The Developed World Slowing Down? 23:15
  46. Global Thinking Invité spécial - Clément Gignac 13:51
  47. Global Thinking Special Guest - Clement Gignac 13:31
  48. SVB Failure: Moving Fast and Breaking Things 16:40
  49. A Surprisingly Resilient Economy 19:32
  50. Forstrong Super Trends 2023: Metamorphosis 29:51