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…
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A young hedge fund manager built his entire investment thesis around one idea: artificial intelligence would reshape the world. His conviction was so strong he named his fund Situational Awareness . For a while, it looked brilliant. Then reality intervened. What does that teach investors today? In this episode of the Global Thinking Podcast , Rob Duncan sits down with Forstrong CEO and CIO Tyler…
In this episode of the Global Thinking Podcast , Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack one of the biggest investment themes of 2026: The Great Rebuilding . While investors have spent the year reacting to wars, tariffs, inflation scares, and shifting central bank expectations, Tyler argues these aren't isolated events. They're all part of a much larger…
For more than a decade, investors have been rewarded for a simple strategy: buy U.S. stocks, own big technology companies, and trust that American exceptionalism would continue to drive markets higher. But what if that playbook is beginning to change? In this episode of the Global Thinking Podcast, Rob Duncan sits down with Sébastien Mc Mahon, Chief Economist at iA Financial Group, to discuss the…
Markets are rallying. Oil is rising. War is ongoing. And yet, investors seem to be moving on. In this episode of the Global Thinking Podcast , Rob Duncan sits down with Forstrong Lead Portfolio Manager David Kletz to unpack the biggest question facing markets today. Is this resilience — or complacency? While headlines focus on conflict in the Middle East, the real story is unfolding beneath the…
In this episode of the Global Thinking Podcast , host Rob Duncan sits down with Dr. Joe Nelesen from S&P Dow Jones Indices to break down the SPIVA Canada 2025 report and what it reveals about active vs passive investing . The data is clear. Most active managers underperform their benchmarks — not just in 2025, but over longer time horizons. This raises a critical question for investors and…
In this episode of the Global Thinking Podcast Rob Duncan sits down with Forstrong CEO & CIO, Tyler Mordy, to unpack the market reaction to the escalating conflict involving Iran and why investors may be focusing on the wrong risk. When geopolitical shocks hit, markets tend to do what they always do: sell first and ask questions later. But history suggests most conflicts don't leave a lasting mark…
In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Nimar Bangesh of Obsiido to unpack one of the most infuriating developments in Canadian investing this year: fund gating. After years of rapid growth, private markets have become mainstream in Canadian portfolios. But recent gating events have forced investors to confront a hard truth — liquidity in alternatives isn't…
2025 looked like the kind of year that should have broken markets — geopolitical shocks, political dysfunction, and nonstop macro stress. Instead, risk assets powered ahead. That disconnect is exactly why investors should be paying attention. In this episode of the Global Thinking Podcast Rob Duncan sits down with Forstrong's Lead Portfolio Manager, David Kletz, to explain why markets ignored the…
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…
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…
