Dec 10, 2020
Is it possible to have unlimited money? If so, is that a good thing or a bad thing?
Rob Duncan sits down with Forstrong's CEO/CIO, Tyler Mordy, to talk about Modern Monetary Theory and why this new way of thinking could create new economic realities to increase growth globally. We break this theory down into its basic...
Sep 30, 2020
Your Global Thinking host, Rob Duncan, sits down with Forstrong's CIO, Tyler Mordy, to discuss Covid's impact on markets, policy and their investment outlook. While a second wave forms and concerns over another shutdown looms, Tyler explains why these outcomes would be less impactful and how a paradigm shift in...
Jul 3, 2020
Here we are again, as if nothing much has changed since mid-February. Never mind that the very existence and survival of the entire human race had been threatened in the interim. Most global equity markets have recovered the vast majority of their year-to-date losses, and in fact, the risk-on rally now appears to be...
Jun 19, 2020
Rob Duncan sits down with Michael Greenberg, Vice President & Portfolio Manager for Franklin Templeton Multi-Asset Solutions. Over the course of 30 minutes they discuss their portfolio positioning throughout the pandemic, the shape of the recovery and whether investor FOMO has dislocated markets from reality....
Mar 26, 2020
Rob Duncan sits down with Horizons Executive Vice President of ETF Strategy, Mark Noble, to discuss why the recent spike in volatility has resurfaced old myths and misconceptions about fixed income ETFs. We get back to basics on their structure and mechanics to explain how they provide price discovery and liquidity,...