In this episode of the Global Thinking Podcast Rob Duncan sits down with Forstrong’s CEO & CIO, Tyler Mordy, to unpack the evolving market landscape and the unmistakable “vibe shift” happening in global markets. The once-unstoppable dominance of U.S. equities and the MAG 7 is showing signs of fatigue while broader global markets are stepping into the spotlight. Europe is showing signs of economic resurgence, emerging markets are gaining traction, and investors are finally remembering there are stocks outside of the S&P 500.

They also break down the latest economic headlines, including the impact of Trump 2.0 policies, which were supposed to fuel growth but seem to be running in the opposite direction faster than Zelensky leaving the White House. Inflation, interest rates, and shifting investment narratives all come into play, along with a fresh take on the Canadian economy’s potential.

Is this the beginning of a new global investment era? Tune in for insights and a look at where smart money might be heading next.

Chapters

00:00 Introduction to Global Investing
01:08 Market Dynamics and the Trump Effect
07:38 The Shift from MAG-7 to Broader Markets
14:03 Europe's Economic Resurgence
21:37 Emerging Markets: A Turning Point
26:15 Interest Rates and Inflation Outlook
28:06 Inflation: The Central Concern
35:14 The Canadian Dollar and Global Trade
39:13 Exploring Wealth Beyond Finances
43:28 Closing Thoughts and Recommendations

The 5 Types of Wealth - https://www.the5typesofwealth.com/

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/

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. What does this unpredictability mean for global trade and investor confidence? David breaks down the broader economic uncertainty and how investors can position themselves amid shifting geopolitical tensions.

To round it off the conversation turns to the tech sector, where DeepSeek rapid advancements sparked a major selloff in U.S. tech stocks raising questions about whether new leadership in artificial intelligence is emerging. Rob and David explore what this means for investors, sector rotations, and the future of innovation-driven market leadership.

Chapters

01:06 Market Reactions to AI Developments

03:11 Impact of Tariffs on Investment Strategies

06:52 Sector Analysis and Portfolio Protection

10:42 Opportunities in Global Markets

13:24 AI Developments and Market Implications

18:36 Interest Rates and Currency Volatility

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/

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 stage—but how can investors truly access them? Rob and Adam explore the critical role of manager selection, due diligence, and industry trends shaping the space. From challenges in accessibility to Kinsted’s vision for democratizing alternatives, this episode offers valuable insights for investors looking to expand their portfolios beyond the conventional.

As alternative investments gain traction, understanding what truly defines them—and how they fit into a diversified portfolio—has never been more important. Adam shares why Kinsted Wealth has embraced this shift, emphasizing the need for strong manager selection and the hurdles of liquidity and accessibility that individual investors face. With growing interest in alternatives, education remains key for both investors and advisors looking to navigate this complex yet promising space.

Chapters:

01:07 Exploring Alternative Investments

05:43 Defining Alternative Investments

08:06 The Role of Alternatives in Portfolios

10:59 Manager Selection and Due Diligence

16:34 Access to Alternative Investments

20:24 Industry Trends in Alternatives

26:43 Lessons Learned and Challenges in Alternatives

31:34 Future Developments at Kinsted Wealth

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/