PODCAST · business
Inside Perspectives: An AGF Podcast Series
by AGF Investments Inc.
Thoughtful discussions on investing with AGF experts and special guests. Learn more about the opportunities and issues impacting global markets today.
Episodes
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Mid-Term Market Mania
John and David preview the US mid-term elections with Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners. Guest: Henrietta Treyz, Co-Founder and Director of Economic Policy, Veda Partners Hosted By: David Pett, Content Editor & Producer, Inside Perspectives: An AGF…
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Finding Global Opportunities at Market Highs
John and David sit down with Steve Way, Head of Global & Emerging Market Equities at AGF Investments, to discuss how investors can navigate record bull markets. Guest: Stephen Way, Head of Global & Emerging Markets Equities, AGF Investments Hosted By: David Pett, Content Editor & Producer, Inside...
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Beyond the Noise: AGF's New CIO John Porter Talks Investing with Conviction
John and David sit down with John Porter, AGF's new Chief Investment Officer, to learn more about his investment philosophy and get his thoughts on what the second half of 2026 might have in store for investors. Key Takeaways: The importance of conviction in generating differentiated investment...
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Moving to the Beats: Why Corporate Earnings Growth is Anchoring Equity Markets
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...
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Why Markets are Not a Well-Oiled Machine Right Now
John and David are joined by Richard Fisher, AGF portfolio manager (and diehard Buffalo Sabres fan), to discuss the U.S./Israel war with Iran and its impact on oil and other real assets.
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Weathering an Avalanche of Market-Moving Events
John and David welcome David Stonehouse, AGF Investments interim CIO, to discuss the resilience of financial markets in the face of heightened geopolitical activity so far this year. Hosted By: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series John Christofilos,...
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6 Investment Themes and Sectors to Watch in 2026
Strong results for equities and solid fixed income returns were the features of another favourable year for global financial markets, but can investors expect more of the same in 2026? This is Inside Perspectives "Shorts", a special edition podcast highlighting some of the themes and sectors that...
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Canada's Major Project X-Factor
John and David welcome back Mike Archibald to explain what's fueling the ongoing bull market in stocks and how the Canadian federal government's new Major Projects Office could be a much needed catalyst for the country's economy. Hosted By: DP: David Pett, Content Editor & Producer, Inside...
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Remembering a Titan
John, David and special guest Greg Valliere pay tribute to Kevin McCreadie, former CEO and Chief Investment Officer at AGF Management Ltd. He will be missed. Hosted By: DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series JC: John Christofilos, Chief Trading...
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Hot Spots and Hot Commodities
AGF Investments' Portfolio Manager Mike Archibald fills in for Kevin to discuss the geopolitical backdrop influencing oil, natural gas and gold prices with special guest AGF Investments' analyst Pulkit Sabharwal. John and David are impressed.
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The Exceptional Case of Underperforming U.S. Markets
Tom Nakamura, AGF Investments' Head of Fixed Income and Currencies, joins Kevin, John and David to discuss why global diversification is a hot topic among investors right now. Hosted By: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments JC: John Christofilos, Chief Trading...
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The Next 90 Days: What the Latest "Pause" on Tariffs Could Mean for Investors
Tariff uncertainty has become par for the course in financial markets these days. Kevin, John and David welcome Greg Valliere, AGF's Chief U.S. Policy Strategist, back to the show to discuss what the U.S. administration's chaotic trade policy means for investors going forward. Hosted By: KM…
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Are You Experienced?
Kevin, John, and David are joined by AGF Portfolio Manager Steve Way to discuss lessons learned navigating through difficult times and what the past can tell us about the present predicament gripping financial markets. Hosted By: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF...
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Canada's Upcoming Election: Who Holds the Trump Card?
Kevin, John and David count the days until the next federal election with political commentator Scott Reid. Speaker key: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments JC: John Christofilos, Chief Trading Officer, AGF Investments DP: David Pett, Content Editor & Producer,...
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A Deep Dive on A.I.
Kevin, John and David kick off Season 6 by welcoming AGF Investments Portfolio Manager Auritro Kundu back to the show. A real conversation on artificial intelligence ensues. Speaker key: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments JC: John Christofilos, Chief Trading...
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ABOUT THIS SHOW
Thoughtful discussions on investing with AGF experts and special guests. Learn more about the opportunities and issues impacting global markets today.
HOSTED BY
AGF Investments Inc.
CATEGORIES
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Frequently Asked Questions
How many episodes does Inside Perspectives: An AGF Podcast Series have?
Inside Perspectives: An AGF Podcast Series currently has 15 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Inside Perspectives: An AGF Podcast Series about?
Thoughtful discussions on investing with AGF experts and special guests. Learn more about the opportunities and issues impacting global markets today.
How often does Inside Perspectives: An AGF Podcast Series release new episodes?
Inside Perspectives: An AGF Podcast Series has 15 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Inside Perspectives: An AGF Podcast Series?
You can listen to Inside Perspectives: An AGF Podcast Series on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Inside Perspectives: An AGF Podcast Series?
Inside Perspectives: An AGF Podcast Series is created and hosted by AGF Investments Inc..
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