Global Thinking

Forstrong Global Asset Management
  • 5.0 (14)
  • INVESTING
  • UPDATED BIWEEKLY

Welcome to Global Thinking, the podcast where we explore the intersection of global macro investing, geo-political tensions, and financial advice. Join our host Rob Duncan, as they guide you through the complex world of personal finance and help you navigate the ever-changing landscape of global markets. Every month we bring on top experts to share their insights and perspectives on the latest trends and events shaping the global economy. Whether you're an experienced investor or just starting out, this podcast is your go-to resource for understanding how to manage your wealth in a rapidly changing world. So sit back, relax, and join us for an engaging and thought-provoking conversation on Global Thinking.

  1. Double Vision: Investing in a Split-Screen World

    2025-12-19

    Double Vision: Investing in a Split-Screen World

    In this episode of the Global Thinking Podcast, Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack a market that refuses to send a single, clear signal. Equity markets are strong, yet risks are building — a Split-Screen World where optimism and fragility coexist. Tyler provides some insight into the annual Forstrong Super Trends report, Double Vision. From recession risk and cracks in credit to AI's gap between investment and earnings. The conversation then shifts to the bigger forces shaping 2026: the rise of fiscal dominance, the return of the real economy, and the broadening of market leadership beyond the United States. They explore why international and emerging markets are gaining relevance, how AI's next phase is about productivity rather than hype, and why traditional safe havens no longer behave the way investors expect. The result is a clear-eyed discussion focused on where risk is being mispriced — and where opportunity may be quietly building for 2026. A must-listen for investors navigating markets that look healthy on the surface, but far more complex underneath. Listen hear or access the full report below.  Forstrong Super Trends 2026: Double Vision   Chapters 00:00 Introduction to Global Thinking Podcast 02:18 Understanding the Split Screen World 04:50 Risks in a K-Shaped Economy 08:15 The Shift from Monetary to Fiscal Policy 12:36 Global Rotation in Market Leadership 18:13 AI's Second Act: From Hype to Productivity 21:43 The Revenge of the Real Economy 25:41 Currency Cold War and Safe Haven Shakeup 30:17 Investment Strategies for 2026   Disclosures: https://forstrong.com/disclosures/    Global Thinking Podcast Series - https://forstrong.com/podcast/    Global Thinking Insights - https://forstrong.com/insights/    Who is Forstrong Global - https://forstrong.com/who-we-are/    Ask Forstrong - https://forstrong.com/category/ask-forstrong/    Invest With Us - https://forstrong.com/invest-with-us/     Thank for you listening, please considering leaving a review and subscribing for future episodes.   For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com

    47 min
  2. Canada in the Crosshairs: Hard Markets, High Rates, and Hidden Opportunities

    2025-12-05

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

    In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Matthew Barasch, Senior Portfolio Manager at RBC Dominion Securities, for a candid, wide-ranging look at the realities of investing in today's market environment. Barasch calls this one of the toughest years of his 25-year career — a market defined by narrow leadership, stubborn inflation, and a handful of tech and gold names carrying the load while everything else fights to keep up.   But beneath the volatility, Barasch sees a shift taking shape. He argues the worst may be behind Canada, pointing to improving job data, a more pro-growth federal budget, and the long-term lift from the country's massive immigration wave. With potential growth now outpacing the U.S., Canada may be better positioned than investors think.   The conversation digs into the Bank of Canada's rate-cut trajectory, the pressure cooker inside the U.S. Federal Reserve, and the implications for housing, consumers, and credit markets. Barasch spotlights high-quality Canadian names being overlooked, and offers a clear-eyed take on the gold market — a volatile but increasingly relevant refuge in a world drowning in debt.   Smart, direct, and refreshingly honest, this episode cuts through the noise to show where Canadian investors can still find solid footing — and where caution remains essential.   Chapters: 00:03:00 - Guest Introduction: Matthew Barasch 00:06:00 - Canadian Economic Outlook 00:09:00 - Role of Canadian Energy and Materials 00:12:00 - US Large Cap and Tech Concentration 00:15:00 - Market Challenges and Opportunities 00:18:00 - Impact of AI on Investments 00:21:00 - Global Financials and Economic Climate 00:24:00 - Future of Interest Rates 00:27:00 - International Equities and Market Potential 00:30:00 - Client Concerns and Market Sentiment 00:33:00 - Investment Strategies and Risk Management 00:36:00 - The Role of Technology in Finance 00:39:00 - Global Market Trends and Predictions 00:42:00 - Closing Thoughts and Recommendations 00:45:00 - Book Recommendations and Personal Insights 00:48:00 - Final Remarks and Episode Wrap-Up 00:51:00 - Outro and Call to Action     Disclosures: https://forstrong.com/disclosures/    Global Thinking Podcast Series - https://forstrong.com/podcast/    Global Thinking Insights - https://forstrong.com/insights/    Who is Forstrong Global - https://forstrong.com/who-we-are/    Ask Forstrong - https://forstrong.com/category/ask-forstrong/    Invest With Us - https://forstrong.com/invest-with-us/     Thank for you listening, please considering leaving a review and subscribing for future episodes.   For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com

    58 min
  3. Don't Stop Believin': Why Global Markets Still Have Room to Run

    2025-11-06

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

    In this episode of the Global Thinking Podcast Rob Duncan sits down with Lead Portfolio Manager, David Kletz, to explore the powerful shift in global market leadership that has defined the year. Since "Liberation Day," momentum has moved decisively toward International and Emerging Markets, with Europe and Asia driving much of the advance.   While U.S. equities have staged a recovery, they face mounting challenges — weakening dollar, government shutdowns, and a softening labor market. In contrast, International markets are showing renewed strength, supported by attractive valuations, capital inflows, and central banks that appear poised to maintain accommodative policies.   The discussion also highlights recent developments in Japan, where corporate reforms and currency dynamics are shaping investment opportunities, and the ASEAN summit, where U.S.–China engagement has helped ease trade tensions. Together, these global factors could lay the groundwork for a year-end "Santa Claus rally" and signal a more durable rotation toward global equities.   It's a timely, data-driven look at how government policy, geopolitics, and investor psychology are shifting the investment landscape — and where the next leg of leadership may emerge.   Chapters: 01:05 Introduction and Welcome 03:26 Investment Summary: A Tale of Two Years 05:20 Government Shut Down and Patchy Data 09:00 OpenAI Tour of Asia Powering Returns 10:01 ASEAN Summit Highlights 16:03 Interest Rate Cuts and Expectations 17:58 Why Japan is Setting New Record Highs 24:33 Investment Implications and Allocations 28:25 US Financials Outlook   Disclosures: https://forstrong.com/disclosures/    Global Thinking Podcast Series - https://forstrong.com/podcast/    Global Thinking Insights - https://forstrong.com/insights/    Who is Forstrong Global - https://forstrong.com/who-we-are/    Ask Forstrong - https://forstrong.com/category/ask-forstrong/    Invest With Us - https://forstrong.com/invest-with-us/     Thank for you listening, please considering leaving a review and subscribing for future episodes.   For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com

    42 min
  4. Wired for Growth or Blown Fuse? What Could Trip the Market Switch

    2025-09-26

    Wired for Growth or Blown Fuse? What Could Trip the Market Switch

    Emerging Market equities are the year's top performer, with Canadian and International equities close behind — leaving U.S. stocks lagging. Will America stage a comeback, or are we entering a new era where global equities take center stage?   In this episode of the Global Thinking Podcast host, Rob Duncan, sits down with Forstrong's CEO/CIO, Tyler Mordy, to explore whether the bull market is wired for further growth or primed to blow a fuse. Tariffs, delayed AI profits, and stubborn interest rates loom as short-circuit risks. On the flip side, government spending, easing monetary policy, and market momentum are keeping the rally alive.   From Canada's economic challenges to gold fever, and from shifting investor behavior to the future of market leadership, this conversation sparks insights into what's powering investments and what could trip the switch next.     Chapters 00:00 Introduction to Global Thinking Podcast 00:52 Market Overview and Recent Trends 04:27 Analyzing the Bull Market and Potential Risks 20:51 Factors Supporting Continued Market Growth 28:42 The Impact of International Markets and Japan's Recovery 32:31 Canada's Economic Landscape and Sector Performance 37:17 Gold and Precious Metals: Current Trends and Future Outlook 43:50 Balancing Optimism with Caution in Investment Strategies   Disclosures: https://forstrong.com/disclosures/    Global Thinking Podcast Series - https://forstrong.com/podcast/    Global Thinking Insights - https://forstrong.com/insights/    Who is Forstrong Global - https://forstrong.com/who-we-are/    Ask Forstrong - https://forstrong.com/category/ask-forstrong/    Invest With Us - https://forstrong.com/invest-with-us/     Thank for you listening, please considering leaving a review and subscribing for future episodes.   For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com

    1h 2m
  5. From Generational Wealth Myths to Modern Advising: Wealth 3.0

    2025-09-11

    From Generational Wealth Myths to Modern Advising: Wealth 3.0

    In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Jamie McBride of Stewart & Kett to unpack the evolution of wealth management and the rise of Wealth 3.0.   Wealth 3.0 represents a shift beyond spreadsheets and tax strategies toward an approach that prioritizes family values, collaboration, and open conversations about legacy. Rob and Jamie explore why the "three generations myth" is often misunderstood, how advisors can move from dictating solutions to facilitating dialogue, and what it really takes to help families flourish across generations.   Listeners will come away with a fresh perspective on wealth: one where success is measured not just in financial returns, but in relationships, shared purpose, and resilience. With Jamie's real-world insights and practical steps, this episode shows how both families and advisors can embrace a more holistic, human-centered future for wealth advising.   Chapters 00:00 Introduction to Global Thinking Podcast 00:41 Wealth Management Evolution: From Traditional to Modern 03:21 Understanding Wealth 3.0: A Paradigm Shift 10:44 The Role of Advisors in Wealth 3.0 14:36 Challenges in Family Wealth Conversations 18:44 Measuring Success in Wealth Management 22:18 Practical Steps for Implementing Wealth 3.0 28:34 Final Thoughts and Book Recommendations   Book Recommendation: Sapiens by Yuval Harari   Disclosures: https://forstrong.com/disclosures/    Global Thinking Podcast Series - https://forstrong.com/podcast/    Global Thinking Insights - https://forstrong.com/insights/    Who is Forstrong Global - https://forstrong.com/who-we-are/    Ask Forstrong - https://forstrong.com/category/ask-forstrong/    Invest With Us - https://forstrong.com/invest-with-us/     Thank for you listening, please considering leaving a review and subscribing for future episodes.   For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com

    44 min
  6. Flooding The Zone

    2025-08-19

    Flooding The Zone

    Steve Bannon once described Donald Trump's media strategy as "flooding the zone" — overwhelming the airwaves with noise to confuse and distract. Recent months have offered a masterclass, leaving investors to sift through tariffs, trade wars, and endless headlines. In this mid-year edition of the Global Thinking Podcast, host Rob Duncan sits down with Forstrong CEO & CIO Tyler Mordy to cut through the noise. They unpack why tariffs haven't bitten markets harder, how a weakening US dollar is shifting capital flows, and what looming Fed rate cuts could mean for investors. With international equities strongly outpacing the US in the first half of 2025, Tyler makes the case for diversification in a world where the global cycle is finally broadening out.   Chapters 00:00 Introduction to Global Thinking Podcast 02:39 Mid-Year Market Review and Investor Mindset 05:53 The Impact of Tariffs and Trade Wars 10:48 International Markets vs. US Markets 18:10 China's Economic Landscape and Deflationary Forces 23:59 Trade Relations and Future Prospects 27:42 The Federal Reserve and Economic Predictions 30:28 Final Thoughts on Global Diversification   Disclosures: https://forstrong.com/disclosures/    Global Thinking Podcast Series - https://forstrong.com/podcast/    Global Thinking Insights - https://forstrong.com/insights/    Who is Forstrong Global - https://forstrong.com/who-we-are/    Ask Forstrong - https://forstrong.com/category/ask-forstrong/    Invest With Us - https://forstrong.com/invest-with-us/     Thank for you listening, please considering leaving a review and subscribing for future episodes. For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com

    44 min
  7. Guns, Gold, and Getting Paid: Global Investing in a Fractured World

    2025-06-30

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

    In this episode of Global Thinking, Forstrong Portfolio Manager Rob Duncan sits down with friend of the firm, Chris McHaney, Executive Vice President and Head of Investment Management and Strategy at Global X Investments Canada Inc., for a wide-ranging conversation on where global capital is moving, and why. Many of the themes Chris is tracking - rising defense spending, a potential commodities supercycle, renewed interest in international markets like EAFE and India - align closely with Forstrong's own global investment roadmap. Both firms share a belief that in an increasingly fractured world, opportunity lies in regions and sectors that many investors are still underestimating. They also unpack the role of covered call ETFs in generating yield, and explore how fixed income is re-emerging as a strategic allocation. From inflation trends to interest rate dynamics and the strength of the U.S. dollar, this episode is rich with insight for globally minded investors. Topped off with a few summer reading picks and some contrarian takes, it's a fast-paced and practical conversation that reinforces Forstrong's commitment to thinking differently about where the world is headed next.   Chapters 00:00 Introduction to Global Thinking Podcast 01:21 Understanding GlobalX Investments and Chris's Role 06:31 Market Outlook and Investment Strategies 07:00 Navigating Market Volatility and Diversification 10:57 Global Investment Opportunities and Rebalancing 16:16 The Rise of Defense Spending as an Investment Theme 19:21 Interest Rates and Fixed Income Perspectives 23:32 Currency Trends and Hedging Strategies 26:38 Commodities and the Potential Supercycle 32:14 Trends in the ETF Industry and Flows 34:47 Exploring Covered Call ETF Strategies 51:01 Book Recommendations and Closing Thoughts   Book Recommendation: Thinking in Bets, Annie Duke   Disclosures: https://forstrong.com/disclosures/    Global Thinking Podcast Series - https://forstrong.com/podcast/    Global Thinking Insights - https://forstrong.com/insights/    Who is Forstrong Global - https://forstrong.com/who-we-are/    Ask Forstrong - https://forstrong.com/category/ask-forstrong/    Invest With Us - https://forstrong.com/invest-with-us/     Thank for you listening, please considering leaving a review and subscribing for future episodes. For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com

    1h 5m
  8. Desensitized and Diversified: Investing Through Policy Whiplash

    2025-06-04

    Desensitized and Diversified: Investing Through Policy Whiplash

    In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Forstrong Portfolio Manager, Terry Shaunessy, to unpack how investors are navigating a world where political theatrics, including Trump's tariff flip-flops, no longer move markets like they used to. They explore why the U.S. may need to consider a GST-style tax, why service-based economies could be the next big growth engine, and how market strategies need to adapt to volatility fatigue. The conversation also dives into the Canadian economic puzzle: a stable banking sector weighed down by real estate drag and stagnant productivity. Meanwhile, global markets are showing signs of normalization, and gold continues its quiet rally as a store of value. It's a wide-ranging, timely discussion that blends macro insight with practical takeaways, ideal for investors trying to keep their footing through the policy-induced whiplash of today's markets.   Chapters 00:00 Introduction to Global Thinking Podcast 01:06 Insights from Terry on Global Markets 02:19 The Impact of Tariffs and Trump's Policies 08:43 Market Reactions and Economic Signals 12:51 The Future of U.S. Markets and Economic Growth 20:06 Analyzing the Canadian Economy and Investment Opportunities 24:04 Final Thoughts on Economic Outlook and Gold Investment   Disclosures: https://forstrong.com/disclosures/    Global Thinking Podcast Series - https://forstrong.com/podcast/    Global Thinking Insights - https://forstrong.com/insights/    Who is Forstrong Global - https://forstrong.com/who-we-are/    Ask Forstrong - https://forstrong.com/category/ask-forstrong/    Invest With Us - https://forstrong.com/invest-with-us/   Thank for you listening, please considering leaving a review and subscribing for future episodes. For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com

    42 min
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5
out of 5
14 Ratings

About

Welcome to Global Thinking, the podcast where we explore the intersection of global macro investing, geo-political tensions, and financial advice. Join our host Rob Duncan, as they guide you through the complex world of personal finance and help you navigate the ever-changing landscape of global markets. Every month we bring on top experts to share their insights and perspectives on the latest trends and events shaping the global economy. Whether you're an experienced investor or just starting out, this podcast is your go-to resource for understanding how to manage your wealth in a rapidly changing world. So sit back, relax, and join us for an engaging and thought-provoking conversation on Global Thinking.

Information

  • Creator
    Forstrong Global Asset Management
  • Years Active
    2019 - 2025
  • Episodes
    68
  • Rating
    Clean
  • Show Website
    Global Thinking

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