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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.

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

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, Tyler argues these aren't isolated events. They're all part of a much larger transformation taking place beneath the surface of the global economy.

 

From rebuilding supply chains and defence capabilities to massive investments in AI infrastructure and energy security, governments and corporations around the world are entering a new era of capital spending. At the same time, investors are beginning to question long-held assumptions about U.S. exceptionalism as international markets take on a greater leadership role.

 

Rob and Tyler discuss:

  • Why "The Great Rebuilding" could define the next decade
  • Kevin Warsh, the Federal Reserve and the outlook for interest rates
  • Why inflation may remain more persistent than investors expect
  • The challenge to U.S. market leadership
  • Korea, Taiwan and the resurgence of international markets
  • AI's infrastructure boom and what investors are missing
  • Canada's economic outlook and why productivity still matters
  • What today's headlines really mean for long-term portfolios

 

Every week brings another crisis, another tariff, another geopolitical shock. Yet markets keep moving higher. Why? Because the biggest story isn't the latest headline. It's the rebuilding of the global economy happening underneath it all.

 

Thanks for listening.

 

 

Time Stamps

01:07 Welcome back to Global Thinking

02:33 The first half of the year in two words: The Great Rebuilding

05:15 Kevin Warsh, the Fed and why higher-for-longer rates may be here to stay

09:10 Inflation isn't dead. Why markets may be underestimating inflation risk.

13:20 The challenge to U.S. exceptionalism

17:45 Korea, Taiwan and why international markets are quietly taking leadership

22:10 AI isn't just a technology story. It's an infrastructure boom.

26:30 Canada's technical recession and productivity problem

31:00 Iran, oil shocks and why markets didn't panic

35:40 What investors should actually be doing today

39:30 Final thoughts: What could surprise investors over the next year?

 

 

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/

   

Thank for you listening, please considering leaving a review and subscribing for future episodes.

 

For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com