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All Episodes

Global Thinking — 72 episodes

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Title
1

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

2

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

3

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

4

From Chaos to Conviction: Positioning Portfolios for Stability in 2026

5

Double Vision: Investing in a Split-Screen World

6

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

7

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

8

Wired for Growth or Blown Fuse?

9

From Generational Wealth Myths to Modern Advising: Wealth 3.0

10

Flooding The Zone

11

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

12

Desensitized and Diversified: Investing Through Policy Whiplash

13

Power Shifts, Trade Rifts, and Investment Lifts

14

Elbows Up – Time to Pivot and Rebalance

15

Panic, Policy, and the New Playbook

16

Chasing Alpha: The Wisdom of Crowds and Market Efficiency

17

The Great Vibe Shift: From MAG 7 to Drag 7

18

Trump, Tariffs, Tech, and Turbulence

19

Unlocking the Power of Alternatives

20

Markets in Motion - Resilience and Rivalries

21

Global Thinking Vibecession with Keith Dicker

22

5 Questions Keeping Investors Up at Night

23

From Paper to Pixels: Canada's Fintech Transformation

24

Podcast From China: Beijing's Policy Shockwaves

25

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

26

The Great Market Rotation: Is It For Real?

27

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

28

Canadian ETFs - A Bull Market in the Making

29

2024's Rotation Trade Continues

30

Is US equity still the easiest asset allocation decision?

31

Interest Rate Obsession

32

Global Thinking Market Update with Franklin Templeton

33

Running with Bulls - Is the Market Rally Broadening?

34

Macro Musings from A Latam Perspective

35

Bonds, Bitcoin and The Biggest Year Ever For Democracy

36

Shifting Market Narratives - Higher for Longer Hits Home

37

What Happens When AI Gets Real, Part 2

38

What Happens When AI Gets Real?

39

Postcard from China, Part 2

40

Is The Developed World Slowing Down?

41

Global Thinking Invité spécial - Clément Gignac

42

Global Thinking Special Guest - Clement Gignac

43

SVB Failure: Moving Fast and Breaking Things

44

A Surprisingly Resilient Economy

45

Forstrong Super Trends 2023: Metamorphosis

46

Forstrong Super Trends 2022: World in Transition

47

Forstrong Unscripted Summer Thoughts

48

Fighting Volatility with Asset Allocation

49

Can Markets Digest Higher Rates and Higher Inflation?

50

Weclome to the Shortage Economy

51

Ever-a-Grande Portfolio Rebalance

52

Forstrong Global Thinking - A Phased Pandexit

53

Global Inflation: Has the Force Awakened

54

Cryptocurrencies: Currency Replacement or Financial Utility?

55

Ask Forstrong: Reddit's Rage

56

Is it Time to Learn the Charleston?

57

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

58

Forstrong Portfolio Update: Rock, Paper or Scissors

59

Forstrong Global Thinking - Q3 Portfolio Update

60

Forstrong Macro Update with Franklin Templeton

61

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

62

Ask Forstrong: Investing in the Time of Coronavirus

63

Ask Forstrong: Misinformation Going Viral

64

2020 Outlook with Kevin McCreadie and AGF Management

65

Forstrong Monthly Dashboard - Are Stocks Earning Their Keep

66

Macro Update with Clement Gignac and Industrial Alliance

67

Ask Forstrong: A Postcard from China

68

Macro Update with Kurt Reiman and BlackRock Canada

69

Forstrong Monthly Dashboard September 2019

70

Macro Update with Mark Noble and Horizons ETFs

71

"Buy America" Now A Heavily Crowded Trade

72

What could go right?