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....
Jan 30, 2025
In this episode of the Global Thinking podcast, host Rob Duncan sits down with Adam Payne, President and Chief Compliance Officer of Kinsted Wealth, for a deep dive into the evolving world of alternative investments. With market uncertainty and traditional asset classes facing headwinds, alternatives have taken center...
Jan 10, 2025
In this episode Rob joins Forstrong CEO and Chief Investment Officer, Tyler Mordy, to unpack the defining moments of 2024 and the forces shaping 2025. The past year was further evidence we are not in a traditional economic cycle. In the face of elevated volatility, geopolitical tensions, and a charged...
Nov 28, 2024
In this episode of the Global Thinking Podcast, host Rob Duncan welcomes Keith Dicker, Founder and Chief Investment Officer at IceCap Asset Management, for an in-depth exploration of the global financial landscape. Keith shares captivating insights from his unique career path, the art of global investing, the power of...
Nov 4, 2024
2024 is proving to be another year full of surprises. Investors have been bracing for recession as a waterfall of misleading signals have dominated headlines. While many braced for a looming recession, markets defied expectations with strong returns—leaving many sidelined in cash or GICs, missing out on the upside.
In...