Podcast Episodes
Back to SearchCrisis Fatigue: Have Investors Tuned Out Risk?
Season 6 Episode 5
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…
9 hours ago
Chasing Alpha: SPIVA 2025, Active vs Passive Investing, and Why Most Managers Underperform
Season 6 Episode 4
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 Can…
4 weeks ago
Sell First, Ask Questions Later: A Crash Course in Oil Shocks
Season 6 Episode 3
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 esca…
1 month, 1 week ago
Liquidity Illusion: The Wake-Up Call in Canadian Private Markets
Season 6 Episode 2
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 develop…
2 months ago
From Chaos to Conviction: Positioning Portfolios for Stability in 2026
Season 6 Episode 1
2025 looked like the kind of year that should have broken markets — geopolitical shocks, political dysfunction, and nonstop macro stress. Instead, ri…
3 months, 2 weeks ago
Double Vision: Investing in a Split-Screen World
Season 5 Episode 16
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…
4 months, 2 weeks ago
Canada in the Crosshairs: Hard Markets, High Rates, and Hidden Opportunities
Season 5 Episode 15
In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Matthew Barasch, Senior Portfolio Manager at RBC Dominion Securities, …
5 months ago
Don't Stop Believin': Why Global Markets Still Have Room to Run
Season 5 Episode 14
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…
6 months ago
Wired for Growth or Blown Fuse? What Could Trip the Market Switch
Season 5 Episode 13
Emerging Market equities are the year's top performer, with Canadian and International equities close behind — leaving U.S. stocks lagging. Will Amer…
7 months, 1 week ago
From Generational Wealth Myths to Modern Advising: Wealth 3.0
Season 5 Episode 10
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 mana…
7 months, 3 weeks ago