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Is US equity still the easiest asset allocation decision?
Season 4 Episode 6
US equities have taken center stage over the last few years and are touching all-time highs as consumers continue to show strength with healthy balan…
2 years ago
Interest Rate Obsession: Are Markets Missing the Bigger Picture?
Interest Rate Obsession: Are Markets Missing the Bigger Picture?
Markets have found a new obsession to dote upon: timing central bank rate cutes. E…
2 years, 1 month ago
Global Thinking Market Update with Franklin Templeton
In this episode Rob sits down with Michael Greenberg, Senior Vice President and Portfolio Manager at Franklin Templeton Investment Solutions, to ask…
2 years, 1 month ago
Running with Bulls - Is the Market Rally Broadening?
Season 4 Episode 3
One year ago, market forecasters were in absolute agreement. A Bloomberg consensus survey showed that 100% of the respondents predicted a global rece…
2 years, 2 months ago
Macro Musings from A Latam Perspective
Season 4 Episode 2
On this episode Rob sits down with our good friend Rodrigo Gordillo from Resolve Asset Management. Rodrigo has a fascinating background and shares ho…
2 years, 2 months ago
Bonds, Bitcoin and The Biggest Year Ever For Democracy
Season 4 Episode 1
Welcome back to all our listeners. This is now Season 4 of the Forstrong Global Thinking podcast and there is no shortage of topics to dive into. In …
2 years, 3 months ago
Shifting Market Narratives - Higher for Longer Hits Home
The US bond selloff over the last few years is on par with the largest ever in history. In this podcast Rob sits down with Forstrong Lead PM, David K…
2 years, 6 months ago
What Happens When AI Gets Real, Part 2
In part 1, Rob Duncan sat down with Reza Samahin, Portfolio Manager at KJ Harrison, to discuss the big ideas behind Artificial Intelligence and what …
2 years, 10 months ago
What Happens When AI Gets Real?
Last month 2,600 tech industry professionals signed a petition led by Elon Musk and Apple co-founder, Steve Wozniak, to halt AI development until the…
2 years, 11 months ago
Postcard from China, Part 2
Season 3 Episode 10
It has been four long years since Forstrong last visited mainland China. In that time, the country faced a real estate collapse, technology crackdown…
2 years, 11 months ago