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Global Thinking

Go beyond the obvious and listen to the story behind the story.  Global Thinking shares our forward-looking perspectives on emerging global macro trends. We review long-term economic, geopolitical and social trends, including second and third order effects, to help financial professionals provide safer more predictable returns utilizing ETFs.

  1. All Episodes
  2. 2026
  3. 03

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

Mar 23, 2026

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 escalating conflict involving Iran and why investors may be focusing on the wrong risk.

 

When geopolitical shocks hit, markets tend to do what they always do: sell first and...

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

Mar 5, 2026

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 developments in Canadian investing this year: fund gating.

 

After years of rapid growth, private markets have become mainstream in Canadian portfolios. But recent gating events...

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