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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.

The Great Rebuilding: Why the World Is Changing Faster Than Markets Realize

Jun 26, 2026

In this episode of the Global Thinking Podcast, Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack one of the biggest investment themes of 2026: The Great Rebuilding.

While investors have spent the year reacting to wars, tariffs, inflation scares, and shifting central bank expectations,...

Markets, Multipolarity, and the Next Cycle

Jun 2, 2026

For more than a decade, investors have been rewarded for a simple strategy: buy U.S. stocks, own big technology companies, and trust that American exceptionalism would continue to drive markets higher.

But what if that playbook is beginning to change?

In this episode of the Global Thinking Podcast, Rob Duncan sits...