In this episode of the Global Thinking podcast, host Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack a rowdy stretch in markets and politics. From Canada’s recent election to Trump’s tariff tantrums, the conversation dives into how economic confidence has taken a hit on both sides of the border. But while Canada seems to be finding it’s way with new leadership and domestic competition; American markets wrestle with political uncertainty and slowing economic data. Capital is quietly on the move finding greener pastures in Europe and Asia.

With European fiscal stimulus acting as a catalyst, global sentiment is shifting quickly. Tyler makes the case for investors to roll up their sleeves, rebalance portfolios, and lean into global diversification. It’s a timely conversation filled with sharp insights and a reminder that when markets get volatile it pays to maintain a global perspective.

Chapters

00:00 Introduction to Global Thinking Podcast

(01:06) Canadian Politics and Election Outcomes

(05:09) Macroeconomic Trends in Canada

(12:37) US Market Dynamics and MAG-7

(20:15) International Economic Opportunities and Desynchronization

(25:31) Economic Performance Overview

(27:54) International Markets: A New Catalyst for Growth

(30:42) Navigating Uncertainty: Investor Sentiment and Strategy

(35:19) The Importance of Global Diversification

(38:27) Personal Insights and Future Outlook

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/

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