Podcast Episodes
Back to Search
Markets in Motion - Resilience and Rivalries
Season 5 Episode 1
In this episode Rob joins Forstrong CEO and Chief Investment Officer, Tyler Mordy, to unpack the defining moments of 2024 and the forces shaping 202…
1 year, 3 months ago
Global Thinking Vibecession with Keith Dicker
Season 4 Episode 17
In this episode of the Global Thinking Podcast, host Rob Duncan welcomes Keith Dicker, Founder and Chief Investment Officer at IceCap Asset Managemen…
1 year, 5 months ago
5 Questions Keeping Investors Up at Night
Season 4 Episode 14
2024 is proving to be another year full of surprises. Investors have been bracing for recession as a waterfall of misleading signals have dominated h…
1 year, 6 months ago
From Paper to Pixels: Canada's Fintech Transformation
Season 4 Episode 13
Financial technology, or Fintech, in Canada has traditionally trailed behind the U.S. by nearly a decade. Until recently, even basic processes like v…
1 year, 6 months ago
Podcast From China: Beijing's Policy Shockwaves
Season 4 Episode 12
Over the past year, China has grappled with escalating challenges—from a real estate meltdown to tech crackdowns and slowing growth—leading many inv…
1 year, 6 months ago
Keep Calm and "Carry" On – Seizing Global Opportunities in a Shifting ETF Market
Season 4 Episode 11
Investors have been pouring into Canadian ETFs at an unprecedented rate in 2024. While cash and US equity ETFs have dominated flows this year, recent…
1 year, 8 months ago
The Great Market Rotation: Is It For Real?
Season 4 Episode 10
When asked about the prognosis for markets, American financier J. P. Morgan once famously quipped, "they will fluctuate".
That statement is not mea…
1 year, 9 months ago
Navigating Nvidia's Volatility: Keeping Your Head When Others May Have Lost Theirs
Season 4 Episode 9
Everyone is talking about Nvidia. Just 2 years ago the stock was worth a mere $400 billion. Now, depending on the time of day, it is worth somewhere …
1 year, 10 months ago
Canadian ETFs - A Bull Market in the Making
Season 4 Episode 8
Canadian ETF inflows continued at a brisk pace in May, bringing the year-to-date number to more than $24 billion (handily beating their mutual fund …
1 year, 11 months ago
2024's Rotation Trade Continues
Season 4 Episode 7
Looking back on the month of April, it was a tough time for many investors. Broadly, many stock market sectors broke their winning streak. Bonds did…
1 year, 11 months ago