Preview Mode Links will not work in preview mode

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.

Aug 18, 2022

In this summer edition of the Global Thinking Podcast, Rob Duncan sits down with Forstrong's CEO and CIO, Tyler Mordy, to discuss the most topical macro issues moving markets today. 

-Is the global economy in a recession or headed for one

-Has inflation peaked or will it be more persistent

-Why every bear market leads...


Jun 17, 2022

For those who have been hiding under a rock the last 6 months, global markets are in uncharted territory. In the face of slowing economic growth and surging inflation, central banks are increasing interest rates at levels not seen in over 30 years. How have markets responded? Global equity and bond markets have plunged...


Feb 17, 2022

It is no surprise the last few months have been jarring for financial markets. The Fed, initially believing price spikes were short-term, were caught in an almost cartoon-like backpedal as inflation instead accelerated to a 40-year high. Now markets are on edge the Fed will tighten too much and short-circuit the...


Nov 11, 2021

The world has been transfixed by a strange spectacle: a scarcity of nearly everything. It has been a cinematic experience complete with congested shipping lanes, gas shortages and rationed microchips. This kind of drama is entirely unfamiliar a decade after the global financial crisis's chronic oversupply. Now,...


Oct 15, 2021

Global stock markets maintain double digit gains year-to-date, but as the recent selloff deepens market pundits continue to point fingers and provide reasons why this is the end. In this podcast we sit down with Forstrong PM, David Kletz, to discuss Evergrande's impact on markets and our recent portfolio rebalance....