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This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

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Yes, this podcast regularly features guests.

Global Thinking

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by Forstrong Global Asset Management

75 episodes

Updated Weekly

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Podcast Overview

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.

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7/5/2019

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FairBased on show quality, social media presence, reviews, charts, and more

Quality84

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Engagement27

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50 minutes

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Recent Episodes

June 26, 2026

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

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 transformation taking place beneath the surface of the global economy. From rebuilding supply chains and defence capabilities to massive investments in AI infrastructure and energy security, governments and corporations around the world are entering a new era of capital spending. At the same time, investors are beginning to question long-held assumptions about U.S. exceptionalism as international markets take on a greater leadership role. Rob and Tyler discuss: <ul style="margin-top: 0cm;" type="disc"> <li class="MsoNormal" style= "mso-list: l0 level1 lfo1; tab-stops: list 36.0pt;"> Why "The Great Rebuilding" could define the next decade</li> <li class="MsoNormal" style= "mso-list: l0 level1 lfo1; tab-stops: list 36.0pt;"> Kevin Warsh, the Federal Reserve and the outlook for interest rates</li> <li class="MsoNormal" style= "mso-list: l0 level1 lfo1; tab-stops: list 36.0pt;"> Why inflation may remain more persistent than investors expect</li> <li class="MsoNormal" style= "mso-list: l0 level1 lfo1; tab-stops: list 36.0pt;"> The challenge to U.S. market leadership</li> <li class="MsoNormal" style= "mso-list: l0 level1 lfo1; tab-stops: list 36.0pt;"> Korea, Taiwan and the resurgence of international markets</li> <li class="MsoNormal" style= "mso-list: l0 level1 lfo1; tab-stops: list 36.0pt;"> AI's infrastructure boom and what investors are missing</li> <li class="MsoNormal" style= "mso-list: l0 level1 lfo1; tab-stops: list 36.0pt;"> Canada's economic outlook and why productivity still matters</li> <li class="MsoNormal" style= "mso-list: l0 level1 lfo1; tab-stops: list 36.0pt;"> What today's headlines really mean for long-term portfolios</li> </ul> Every week brings another crisis, another tariff, another geopolitical shock. Yet markets keep moving higher. Why? Because the biggest story isn't the latest headline. It's the rebuilding of the global economy happening underneath it all. Thanks for listening. Time Stamps 01:07 Welcome back to Global Thinking 02:33 The first half of the year in two words: The Great Rebuilding 05:15 Kevin Warsh, the Fed and why higher-for-longer rates may be here to stay 09:10 Inflation isn't dead. Why markets may be underestimating inflation risk. 13:20 The challenge to U.S. exceptionalism 17:45 Korea, Taiwan and why international markets are quietly taking leadership 22:10 AI isn't just a technology story. It's an infrastructure boom. 26:30 Canada's technical recession and productivity problem 31:00 Iran, oil shocks and why markets didn't panic 35:40 What investors should actually be doing today 39:30 Final thoughts: What could surprise investors over the next year? Disclosures: <a href= "https://forstrong.com/disclosures/" target="_blank" rel= "noopener">https://forstrong.com/disclosures/</a> Global Thinking Podcast Series - <a href= "https://forstrong.com/podcast/" target="_blank" rel= "noopener">https://forstrong.com/podcast/</a> Global Thinking Insights - <a href= "https://forstrong.com/insights/" target="_blank" rel= "noopener">https://forstrong.com/insights/</a> Who is Forstrong Global - <a href= "https://forstrong.com/who-we-are/" target="_blank" rel= "noopener">https://forstrong.com/who-we-are/</a> Ask Forstrong - <a href= "https://forstrong.com/category/ask-forstrong/" target="_blank" rel="noopener">https://forstrong.com/category/ask-forstrong/</a> Invest With Us - <a href= "https://forstrong.com/invest-with-us/" target="_blank" rel= "noopener">https://forstrong.com/invest-with-us/</a> 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, <a href= "mailto:rduncan@forstrong.com" target="_blank" rel= "noopener">rduncan@forstrong.com</a>

June 2, 2026

Markets, Multipolarity, and the Next Cycle

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 forces reshaping the global investment landscape. From geopolitical tensions and energy markets to AI-driven productivity gains and the resurgence of international equities, they explore why the next phase of the market cycle may look very different from the last. Rob and Seb discuss: <ul style="margin-top: 0cm;" type="disc"> <li class="MsoListParagraph" style= "margin-left: 0cm; mso-list: l0 level1 lfo1;"> Why markets continue to climb despite geopolitical uncertainty</li> <li class="MsoListParagraph" style= "margin-left: 0cm; mso-list: l0 level1 lfo1;"> Whether U.S. exceptionalism is beginning to fade</li> <li class="MsoListParagraph" style= "margin-left: 0cm; mso-list: l0 level1 lfo1;"> The growing case for international diversification</li> <li class="MsoListParagraph" style= "margin-left: 0cm; mso-list: l0 level1 lfo1;"> Canada's productivity challenge and economic outlook</li> <li class="MsoListParagraph" style= "margin-left: 0cm; mso-list: l0 level1 lfo1;"> AI, capital spending, and the future of global growth</li> <li class="MsoListParagraph" style= "margin-left: 0cm; mso-list: l0 level1 lfo1;"> The biggest mistakes investors are making today</li> </ul> As investors grapple with shifting narratives, one thing is becoming increasingly clear: the world is becoming more multipolar, and portfolios may need to evolve alongside it. Episode Timestamps 00:00 Introduction and market backdrop 02:15 What's the biggest thing markets are misunderstanding? 05:10 Iran, geopolitics, and the real impact of oil shocks 08:45 Why this cycle looks different from the 1970s 11:20 Is U.S. exceptionalism starting to fade? 15:00 International markets and the global rotation trade 18:30 AI, productivity, and the next capex cycle 22:15 Canada's productivity challenge 26:30 Portfolio implications for investors 29:00 Biggest mistakes investors are making today 31:00 Closing thoughts and outlook Resources Why Nations Fail by Darren Asimoglu - <a href= "https://www.amazon.com/Why-Nations-Fail-Institutions-Rule/dp/0307719227"> https://www.amazon.com/Why-Nations-Fail-Institutions-Rule/dp/0307719227</a> Power and Progress by Darren Asimoglu - <a href= "https://www.amazon.com/Power-Progress-Technology-History-Change/dp/XXXXXX"> https://www.amazon.com/Power-Progress-Technology-History-Change/dp/XXXXXX</a> Speaker Sebastien McMahon - <a href= "https://www.linkedin.com/in/sebastien-mcmahon/">https://www.linkedin.com/in/sebastien-mcmahon/</a> Disclosures: <a href= "https://forstrong.com/disclosures/" target="_blank" rel= "noopener">https://forstrong.com/disclosures/</a> Global Thinking Podcast Series - <a href= "https://forstrong.com/podcast/" target="_blank" rel= "noopener">https://forstrong.com/podcast/</a> Global Thinking Insights - <a href= "https://forstrong.com/insights/" target="_blank" rel= "noopener">https://forstrong.com/insights/</a> Who is Forstrong Global - <a href= "https://forstrong.com/who-we-are/" target="_blank" rel= "noopener">https://forstrong.com/who-we-are/</a> Ask Forstrong - <a href= "https://forstrong.com/category/ask-forstrong/" target="_blank" rel="noopener">https://forstrong.com/category/ask-forstrong/</a> Invest With Us - <a href= "https://forstrong.com/invest-with-us/" target="_blank" rel= "noopener">https://forstrong.com/invest-with-us/</a> 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, <a href= "mailto:rduncan@forstrong.com" target="_blank" rel= "noopener">rduncan@forstrong.com</a>

May 6, 2026

Crisis Fatigue: Have Investors Tuned Out Risk?

Rob Duncan interviews Forstrong Lead Portfolio Manager David Kletz to explore whether investor resilience to global crises signals complacency or genuine market strength.

75 total episodes available

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David Kletz

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David Klutz

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Joe Nelesen

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Tyler Mordy

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Nimar Bangesh

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Matthew Barasch

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Jamie McBride

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Chris McHaney

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Terry Shaunessy

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Frequently asked questions

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What is Global Thinking?: 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.
How often does this podcast release new episodes?: This podcast updates weekly.
Where can I listen to this podcast?: This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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