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All episodes

Global Thinking, 77 episodes.

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Title
1

Bonds, Bad News and Bull Markets

2

Signal or Noise? Staying Cool in a Hot Money World

3

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

4

Markets, Multipolarity, and the Next Cycle

5

Crisis Fatigue: Have Investors Tuned Out Risk?

6

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

7

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

8

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

9

From Chaos to Conviction: Positioning Portfolios for Stability in 2026

10

Double Vision: Investing in a Split-Screen World

11

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

12

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

13

Wired for Growth or Blown Fuse?

14

From Generational Wealth Myths to Modern Advising: Wealth 3.0

15

Flooding The Zone

16

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

17

Desensitized and Diversified: Investing Through Policy Whiplash

18

Power Shifts, Trade Rifts, and Investment Lifts

19

Elbows Up – Time to Pivot and Rebalance

20

Panic, Policy, and the New Playbook

21

Chasing Alpha: The Wisdom of Crowds and Market Efficiency

22

The Great Vibe Shift: From MAG 7 to Drag 7

23

Trump, Tariffs, Tech, and Turbulence

24

Unlocking the Power of Alternatives

25

Markets in Motion - Resilience and Rivalries

26

Global Thinking Vibecession with Keith Dicker

27

5 Questions Keeping Investors Up at Night

28

From Paper to Pixels: Canada's Fintech Transformation

29

Podcast From China: Beijing's Policy Shockwaves

30

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

31

The Great Market Rotation: Is It For Real?

32

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

33

Canadian ETFs - A Bull Market in the Making

34

2024's Rotation Trade Continues

35

Is US equity still the easiest asset allocation decision?

36

Interest Rate Obsession

37

Global Thinking Market Update with Franklin Templeton

38

Running with Bulls - Is the Market Rally Broadening?

39

Macro Musings from A Latam Perspective

40

Bonds, Bitcoin and The Biggest Year Ever For Democracy

41

Shifting Market Narratives - Higher for Longer Hits Home

42

What Happens When AI Gets Real, Part 2

43

What Happens When AI Gets Real?

44

Postcard from China, Part 2

45

Is The Developed World Slowing Down?

46

Global Thinking Invité spécial - Clément Gignac

47

Global Thinking Special Guest - Clement Gignac

48

SVB Failure: Moving Fast and Breaking Things

49

A Surprisingly Resilient Economy

50

Forstrong Super Trends 2023: Metamorphosis

51

Forstrong Super Trends 2022: World in Transition

52

Forstrong Unscripted Summer Thoughts

53

Fighting Volatility with Asset Allocation

54

Can Markets Digest Higher Rates and Higher Inflation?

55

Weclome to the Shortage Economy

56

Ever-a-Grande Portfolio Rebalance

57

Forstrong Global Thinking - A Phased Pandexit

58

Global Inflation: Has the Force Awakened

59

Cryptocurrencies: Currency Replacement or Financial Utility?

60

Ask Forstrong: Reddit's Rage

61

Is it Time to Learn the Charleston?

62

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

63

Forstrong Portfolio Update: Rock, Paper or Scissors

64

Forstrong Global Thinking - Q3 Portfolio Update

65

Forstrong Macro Update with Franklin Templeton

66

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

67

Ask Forstrong: Investing in the Time of Coronavirus

68

Ask Forstrong: Misinformation Going Viral

69

2020 Outlook with Kevin McCreadie and AGF Management

70

Forstrong Monthly Dashboard - Are Stocks Earning Their Keep

71

Macro Update with Clement Gignac and Industrial Alliance

72

Ask Forstrong: A Postcard from China

73

Macro Update with Kurt Reiman and BlackRock Canada

74

Forstrong Monthly Dashboard September 2019

75

Macro Update with Mark Noble and Horizons ETFs

76

"Buy America" Now A Heavily Crowded Trade

77

What could go right?