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All Episodes

Global Thinking — 75 episodes

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Title
1

The Great Rebuilding: Why the World Is Changing Faster Than Markets Realize

2

Markets, Multipolarity, and the Next Cycle

3

Crisis Fatigue: Have Investors Tuned Out Risk?

4

Chasing Alpha: SPIVA 2025, Active vs Passive Investing, and Why Most Managers Underperform

5

Sell First, Ask Questions Later: A Crash Course in Oil Shocks

6

Liquidity Illusion: The Wake-Up Call in Canadian Private Markets

7

From Chaos to Conviction: Positioning Portfolios for Stability in 2026

8

Double Vision: Investing in a Split-Screen World

9

Canada in the Crosshairs: Hard Markets, High Rates, and Hidden Opportunities

10

Don't Stop Believin': Why Global Markets Still Have Room to Run

11

Wired for Growth or Blown Fuse?

12

From Generational Wealth Myths to Modern Advising: Wealth 3.0

13

Flooding The Zone

14

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

15

Desensitized and Diversified: Investing Through Policy Whiplash

16

Power Shifts, Trade Rifts, and Investment Lifts

17

Elbows Up – Time to Pivot and Rebalance

18

Panic, Policy, and the New Playbook

19

Chasing Alpha: The Wisdom of Crowds and Market Efficiency

20

The Great Vibe Shift: From MAG 7 to Drag 7

21

Trump, Tariffs, Tech, and Turbulence

22

Unlocking the Power of Alternatives

23

Markets in Motion - Resilience and Rivalries

24

Global Thinking Vibecession with Keith Dicker

25

5 Questions Keeping Investors Up at Night

26

From Paper to Pixels: Canada's Fintech Transformation

27

Podcast From China: Beijing's Policy Shockwaves

28

Keep Calm and "Carry" On – Seizing Global Opportunities in a Shifting ETF Market

29

The Great Market Rotation: Is It For Real?

30

Navigating Nvidia's Volatility: Keeping Your Head When Others May Have Lost Theirs

31

Canadian ETFs - A Bull Market in the Making

32

2024's Rotation Trade Continues

33

Is US equity still the easiest asset allocation decision?

34

Interest Rate Obsession

35

Global Thinking Market Update with Franklin Templeton

36

Running with Bulls - Is the Market Rally Broadening?

37

Macro Musings from A Latam Perspective

38

Bonds, Bitcoin and The Biggest Year Ever For Democracy

39

Shifting Market Narratives - Higher for Longer Hits Home

40

What Happens When AI Gets Real, Part 2

41

What Happens When AI Gets Real?

42

Postcard from China, Part 2

43

Is The Developed World Slowing Down?

44

Global Thinking Invité spécial - Clément Gignac

45

Global Thinking Special Guest - Clement Gignac

46

SVB Failure: Moving Fast and Breaking Things

47

A Surprisingly Resilient Economy

48

Forstrong Super Trends 2023: Metamorphosis

49

Forstrong Super Trends 2022: World in Transition

50

Forstrong Unscripted Summer Thoughts

51

Fighting Volatility with Asset Allocation

52

Can Markets Digest Higher Rates and Higher Inflation?

53

Weclome to the Shortage Economy

54

Ever-a-Grande Portfolio Rebalance

55

Forstrong Global Thinking - A Phased Pandexit

56

Global Inflation: Has the Force Awakened

57

Cryptocurrencies: Currency Replacement or Financial Utility?

58

Ask Forstrong: Reddit's Rage

59

Is it Time to Learn the Charleston?

60

Ask Forstrong: You, Me and MMT (Modern Monetary Theory)

61

Forstrong Portfolio Update: Rock, Paper or Scissors

62

Forstrong Global Thinking - Q3 Portfolio Update

63

Forstrong Macro Update with Franklin Templeton

64

Setting the Record Straight on Bond ETFs with Mark Noble and Horizons ETFs

65

Ask Forstrong: Investing in the Time of Coronavirus

66

Ask Forstrong: Misinformation Going Viral

67

2020 Outlook with Kevin McCreadie and AGF Management

68

Forstrong Monthly Dashboard - Are Stocks Earning Their Keep

69

Macro Update with Clement Gignac and Industrial Alliance

70

Ask Forstrong: A Postcard from China

71

Macro Update with Kurt Reiman and BlackRock Canada

72

Forstrong Monthly Dashboard September 2019

73

Macro Update with Mark Noble and Horizons ETFs

74

"Buy America" Now A Heavily Crowded Trade

75

What could go right?