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…
12 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