Moving to the Beats: Why Corporate Earnings Growth is Anchoring Equity Markets

from Inside Perspectives: An AGF Podcast Series · host AGF Investments

David discusses another impressive earnings season with guest Mike Archibald. John takes a well-deserved break. Hosted By:David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series Jonathan Prias, Recording & Post‑Production Guest:Mike Archibald, Portfolio Manager, AGF Investments Chapters: 00:00 Introduction - Episode opening and guest introduction with Mike Archibald. 02:18 Earnings & Market Backdrop - Strong Q1 earnings and overall market setup. 03:14 Broad Market Growth - Drivers of earnings strength across sectors beyond AI. 05:54 Markets vs Headlines - Why markets remain resilient despite geopolitical concerns. 08:14 Earnings Outlook - Forward guidance and expectations for continued growth. 10:17 Key Risks - Energy prices, inflation, and rising bond yields. 13:01 Investing Strategy - Portfolio construction, AI exposure, and opportunity set. 16:24 Closing Remarks - Final thoughts and wrap-up. 16:40 Disclaimer - Important information regarding this broadcast.

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This episode is 18 minutes long.

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This episode was published on May 27, 2026.

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