Beyond the Noise: AGF's New CIO John Porter Talks Investing with Conviction
John and David sit down with John Porter, AGF's new Chief Investment Officer, to learn more about his investment philosophy and get his thoughts on what the second half of 2026 might have in store for investors.
Key Takeaways:
The importance of conviction in generating differentiated investment outcomes.
Sticking to a process to tune out the distractions of the 24/7 news cycle.
How corporate earnings and inflation could define the second half of 2026.
Guest:
John Porter, Chief Investment Officer, AGF Investments
Hosted By:
David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series
John Christofilos, Chief Trading Officer, AGF Investments
Jonathan Prias, Recording & Post‑Production
27 May 2026
Moving to the Beats: Why Corporate Earnings Growth is Anchoring Equity Markets
David discusses another impressive earnings season with guest Mike Archibald. John takes a well-deserved break.
Hosted By:
David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series
Jonathan Prias, Recording & Post‑Production
Guest:
Mike Archibald, Portfolio Manager, AGF Investments
Chapters:
00:00 Introduction - Episode opening and guest introduction with Mike Archibald.
02:18 Earnings & Market Backdrop - Strong Q1 earnings and overall market setup.
03:14 Broad Market Growth - Drivers of earnings strength across sectors beyond AI.
05:54 Markets vs Headlines - Why markets remain resilient despite geopolitical concerns.
08:14 Earnings Outlook - Forward guidance and expectations for continued growth.
10:17 Key Risks - Energy prices, inflation, and rising bond yields.
13:01 Investing Strategy - Portfolio construction, AI exposure, and opportunity set.
16:24 Closing Remarks - Final thoughts and wrap-up.
16:40 Disclaimer - Important information regarding this broadcast.
19 Mar 2026
Why Markets are Not a Well-Oiled Machine Right Now
John and David are joined by Richard Fisher, AGF portfolio manager (and diehard Buffalo Sabres fan), to discuss the U.S./Israel war with Iran and its impact on oil and other real assets.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Spotify
4.3 / 5
6 ratings
Podcast Authority Score: 43 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
58
Social presence
0
YouTube
0
Engagement
68
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