Guns, Gold, and Getting Paid: Global Investing in a Fractured World

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 fractured world, opportunity lies in regions and sectors that many investors are still underestimating. They also unpack the role of covered call ETFs in generating yield, and explore how fixed income is re-emerging as a strategic allocation. From inflation trends to interest rate dynamics and the strength of the U.S. dollar, this episode is rich with insight for globally minded investors. Topped off with a few summer reading picks and some contrarian takes, it's a fast-paced and practical conversation that reinforces Forstrong's commitment to thinking differently about where the world is headed next.   Chapters 00:00 Introduction to Global Thinking Podcast 01:21 Understanding GlobalX Investments and Chris's Role 06:31 Market Outlook and Investment Strategies 07:00 Navigating Market Volatility and Diversification 10:57 Global Investment Opportunities and Rebalancing 16:16 The Rise of Defense Spending as an Investment Theme 19:21 Interest Rates and Fixed Income Perspectives 23:32 Currency Trends and Hedging Strategies 26:38 Commodities and the Potential Supercycle 32:14 Trends in the ETF Industry and Flows 34:47 Exploring Covered Call ETF Strategies 51:01 Book Recommendations and Closing Thoughts   Book Recommendation: Thinking in Bets, Annie Duke   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]