All Episodes
Global Thinking — 76 episodes
Signal or Noise? Staying Cool in a Hot Money World
The Great Rebuilding: Why the World Is Changing Faster Than Markets Realize
Markets, Multipolarity, and the Next Cycle
Crisis Fatigue: Have Investors Tuned Out Risk?
Chasing Alpha: SPIVA 2025, Active vs Passive Investing, and Why Most Managers Underperform
Sell First, Ask Questions Later: A Crash Course in Oil Shocks
Liquidity Illusion: The Wake-Up Call in Canadian Private Markets
From Chaos to Conviction: Positioning Portfolios for Stability in 2026
Double Vision: Investing in a Split-Screen World
Canada in the Crosshairs: Hard Markets, High Rates, and Hidden Opportunities
Don't Stop Believin': Why Global Markets Still Have Room to Run
Wired for Growth or Blown Fuse?
From Generational Wealth Myths to Modern Advising: Wealth 3.0
Flooding The Zone
Guns, Gold, and Getting Paid: Global Investing in a Fractured World
Desensitized and Diversified: Investing Through Policy Whiplash
Power Shifts, Trade Rifts, and Investment Lifts
Elbows Up – Time to Pivot and Rebalance
Panic, Policy, and the New Playbook
Chasing Alpha: The Wisdom of Crowds and Market Efficiency
The Great Vibe Shift: From MAG 7 to Drag 7
Trump, Tariffs, Tech, and Turbulence
Unlocking the Power of Alternatives
Markets in Motion - Resilience and Rivalries
Global Thinking Vibecession with Keith Dicker
5 Questions Keeping Investors Up at Night
From Paper to Pixels: Canada's Fintech Transformation
Podcast From China: Beijing's Policy Shockwaves
Keep Calm and "Carry" On – Seizing Global Opportunities in a Shifting ETF Market
The Great Market Rotation: Is It For Real?
Navigating Nvidia's Volatility: Keeping Your Head When Others May Have Lost Theirs
Canadian ETFs - A Bull Market in the Making
2024's Rotation Trade Continues
Is US equity still the easiest asset allocation decision?
Interest Rate Obsession
Global Thinking Market Update with Franklin Templeton
Running with Bulls - Is the Market Rally Broadening?
Macro Musings from A Latam Perspective
Bonds, Bitcoin and The Biggest Year Ever For Democracy
Shifting Market Narratives - Higher for Longer Hits Home
What Happens When AI Gets Real, Part 2
What Happens When AI Gets Real?
Postcard from China, Part 2
Is The Developed World Slowing Down?
Global Thinking Invité spécial - Clément Gignac
Global Thinking Special Guest - Clement Gignac
SVB Failure: Moving Fast and Breaking Things
A Surprisingly Resilient Economy
Forstrong Super Trends 2023: Metamorphosis
Forstrong Super Trends 2022: World in Transition
Forstrong Unscripted Summer Thoughts
Fighting Volatility with Asset Allocation
Can Markets Digest Higher Rates and Higher Inflation?
Weclome to the Shortage Economy
Ever-a-Grande Portfolio Rebalance
Forstrong Global Thinking - A Phased Pandexit
Global Inflation: Has the Force Awakened
Cryptocurrencies: Currency Replacement or Financial Utility?
Ask Forstrong: Reddit's Rage
Is it Time to Learn the Charleston?
Ask Forstrong: You, Me and MMT (Modern Monetary Theory)
Forstrong Portfolio Update: Rock, Paper or Scissors
Forstrong Global Thinking - Q3 Portfolio Update
Forstrong Macro Update with Franklin Templeton
Setting the Record Straight on Bond ETFs with Mark Noble and Horizons ETFs
Ask Forstrong: Investing in the Time of Coronavirus
Ask Forstrong: Misinformation Going Viral
2020 Outlook with Kevin McCreadie and AGF Management
Forstrong Monthly Dashboard - Are Stocks Earning Their Keep
Macro Update with Clement Gignac and Industrial Alliance
Ask Forstrong: A Postcard from China
Macro Update with Kurt Reiman and BlackRock Canada
Forstrong Monthly Dashboard September 2019
Macro Update with Mark Noble and Horizons ETFs
"Buy America" Now A Heavily Crowded Trade
What could go right?