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Crisis Fatigue: Have Investors Tuned Out Risk?
Crisis 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

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Chasing Alpha: SPIVA 2025, Active vs Passive Investing, and Why Most Managers Underperform
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

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Sell First, Ask Questions Later: A Crash Course in Oil Shocks
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

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Liquidity Illusion: The Wake-Up Call in Canadian Private Markets
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

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From Chaos to Conviction: Positioning Portfolios for Stability in 2026
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

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Double Vision: Investing in a Split-Screen World
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

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Canada in the Crosshairs: Hard Markets, High Rates, and Hidden Opportunities
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

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Don't Stop Believin': Why Global Markets Still Have Room to Run
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

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Wired for Growth or Blown Fuse? What Could Trip the Market Switch
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

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From Generational Wealth Myths to Modern Advising: Wealth 3.0
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

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