Desensitized and Diversified: Investing Through Policy Whiplash

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 stagnant productivity. Meanwhile, global markets are showing signs of normalization, and gold continues its quiet rally as a store of value. It's a wide-ranging, timely discussion that blends macro insight with practical takeaways, ideal for investors trying to keep their footing through the policy-induced whiplash of today's markets.   Chapters 00:00 Introduction to Global Thinking Podcast 01:06 Insights from Terry on Global Markets 02:19 The Impact of Tariffs and Trump's Policies 08:43 Market Reactions and Economic Signals 12:51 The Future of U.S. Markets and Economic Growth 20:06 Analyzing the Canadian Economy and Investment Opportunities 24:04 Final Thoughts on Economic Outlook and Gold Investment   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/   Thank for you listening, please considering leaving a review and subscribing for future episodes. For any questions, comments or suggested topics please reach out to Rob Duncan, [email protected]