May 6, 2025
In this episode of the Global Thinking podcast, host Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack a rowdy stretch in markets and politics. From Canada’s recent election to Trump’s tariff tantrums, the conversation dives into how economic confidence has taken a hit on both sides of the border. But while Canada seems to be finding it’s way with new leadership and domestic competition; American markets wrestle with political uncertainty and slowing economic data. Capital is quietly on the move finding greener pastures in Europe and Asia.
With European fiscal stimulus acting as a catalyst, global sentiment is shifting quickly. Tyler makes the case for investors to roll up their sleeves, rebalance portfolios, and lean into global diversification. It’s a timely conversation filled with sharp insights and a reminder that when markets get volatile it pays to maintain a global perspective.
Chapters
00:00 Introduction to Global Thinking Podcast
(01:06) Canadian Politics and Election Outcomes
(05:09) Macroeconomic Trends in Canada
(12:37) US Market Dynamics and MAG-7
(20:15) International Economic Opportunities and Desynchronization
(25:31) Economic Performance Overview
(27:54) International Markets: A New Catalyst for Growth
(30:42) Navigating Uncertainty: Investor Sentiment and Strategy
(35:19) The Importance of Global Diversification
(38:27) Personal Insights and Future Outlook
Disclosures: https://forstrong.com/disclosures/
Global Thinking Podcast Series - https://forstrong.com/podcast/
Global Thinking Insights - https://forstrong.com/insights/
Who is Forstrong Global - https://forstrong.com/who-we-are/
Ask Forstrong - https://forstrong.com/category/ask-forstrong/
Invest With Us - https://forstrong.com/invest-with-us/
For any questions, comments or suggestions please reach out to Rob Duncan, rduncan@forstrong.com