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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.

Feb 11, 2025

In this episode of the Global Thinking podcast Rob sits down with Forstrong’s Lead Portfolio Manager, David Kletz, to tackle two of the biggest forces shaping markets today: trade policy and technology.

To start, they dive into the latest tariff turmoil, where Trump’s abrupt policy flip-flop left markets scrambling....