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All Episodes

Global Thinking — 74 episodes

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Title
1

Markets, Multipolarity, and the Next Cycle

2

Crisis Fatigue: Have Investors Tuned Out Risk?

3

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

4

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

5

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

6

From Chaos to Conviction: Positioning Portfolios for Stability in 2026

7

Double Vision: Investing in a Split-Screen World

8

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

9

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

10

Wired for Growth or Blown Fuse?

11

From Generational Wealth Myths to Modern Advising: Wealth 3.0

12

Flooding The Zone

13

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

14

Desensitized and Diversified: Investing Through Policy Whiplash

15

Power Shifts, Trade Rifts, and Investment Lifts

16

Elbows Up – Time to Pivot and Rebalance

17

Panic, Policy, and the New Playbook

18

Chasing Alpha: The Wisdom of Crowds and Market Efficiency

19

The Great Vibe Shift: From MAG 7 to Drag 7

20

Trump, Tariffs, Tech, and Turbulence

21

Unlocking the Power of Alternatives

22

Markets in Motion - Resilience and Rivalries

23

Global Thinking Vibecession with Keith Dicker

24

5 Questions Keeping Investors Up at Night

25

From Paper to Pixels: Canada's Fintech Transformation

26

Podcast From China: Beijing's Policy Shockwaves

27

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

28

The Great Market Rotation: Is It For Real?

29

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

30

Canadian ETFs - A Bull Market in the Making

31

2024's Rotation Trade Continues

32

Is US equity still the easiest asset allocation decision?

33

Interest Rate Obsession

34

Global Thinking Market Update with Franklin Templeton

35

Running with Bulls - Is the Market Rally Broadening?

36

Macro Musings from A Latam Perspective

37

Bonds, Bitcoin and The Biggest Year Ever For Democracy

38

Shifting Market Narratives - Higher for Longer Hits Home

39

What Happens When AI Gets Real, Part 2

40

What Happens When AI Gets Real?

41

Postcard from China, Part 2

42

Is The Developed World Slowing Down?

43

Global Thinking Invité spécial - Clément Gignac

44

Global Thinking Special Guest - Clement Gignac

45

SVB Failure: Moving Fast and Breaking Things

46

A Surprisingly Resilient Economy

47

Forstrong Super Trends 2023: Metamorphosis

48

Forstrong Super Trends 2022: World in Transition

49

Forstrong Unscripted Summer Thoughts

50

Fighting Volatility with Asset Allocation

51

Can Markets Digest Higher Rates and Higher Inflation?

52

Weclome to the Shortage Economy

53

Ever-a-Grande Portfolio Rebalance

54

Forstrong Global Thinking - A Phased Pandexit

55

Global Inflation: Has the Force Awakened

56

Cryptocurrencies: Currency Replacement or Financial Utility?

57

Ask Forstrong: Reddit's Rage

58

Is it Time to Learn the Charleston?

59

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

60

Forstrong Portfolio Update: Rock, Paper or Scissors

61

Forstrong Global Thinking - Q3 Portfolio Update

62

Forstrong Macro Update with Franklin Templeton

63

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

64

Ask Forstrong: Investing in the Time of Coronavirus

65

Ask Forstrong: Misinformation Going Viral

66

2020 Outlook with Kevin McCreadie and AGF Management

67

Forstrong Monthly Dashboard - Are Stocks Earning Their Keep

68

Macro Update with Clement Gignac and Industrial Alliance

69

Ask Forstrong: A Postcard from China

70

Macro Update with Kurt Reiman and BlackRock Canada

71

Forstrong Monthly Dashboard September 2019

72

Macro Update with Mark Noble and Horizons ETFs

73

"Buy America" Now A Heavily Crowded Trade

74

What could go right?