Global Thinking
by Rob DuncanWelcome to Global Thinking, the podcast where we explore the intersection of global macro investing, geo-political tensions, and financial advice. Join our host Rob Duncan, as they guide you through the complex world of personal finance and help you navigate the ever-changing landscape of global markets. Every month we bring on top experts to share their insights and perspectives on the latest trends and events shaping the global economy. Whether you're an experienced investor or just starting out, this podcast is your go-to resource for understanding how to manage your wealth in a rapidly changing world. So sit back, relax, and join us for an engaging and thought-provoking conversation on Global Thinking.
Episodes
Macro Update with Mark Noble and Horizons ETFs
32m · PublishedWe sit down with Mark Noble, Senior Vice President of ETF Strategy at Horizons ETFs, to discuss how markets have performed, ETF trends, fixed income crowding, investing for economic growth and how to keep your kids busy in the summer. Mark also highlights some strategies worth paying attention to now; emerging technologies and US marijuana.
"Buy America" Now A Heavily Crowded Trade
15m · PublishedThe first half of 2019 has been all about America. US Large Caps have trounced their global counterparts, making portfolio diversification seem like a rather quaint idea. Now, positioning in US equities, treasuries and the dollar sit at highs in the face of stumbling economic growth.
At times like this, it is always useful to revisit the role of the portfolio manager: why do clients pay us to manage their wealth? It is not for flawless clairvoyance. Rather, we are paid to anticipate probable risks, prepare for opportunities and, importantly, not to lose of proverbial minds when everyone else has lost theirs.
What could go right?
15m · PublishedIn this podcast, I sit down with David Kletz, Vice President and Portfolio Manager at Forstrong, to review recent client concerns, what has been driving markets year-to-date and Forstrong's portfolio positioning heading into Q3. With heightened anxiety over what could go wrong, we talk about what could go right!
Global Thinking has 43 episodes in total of non- explicit content. Total playtime is 18:04:40. The language of the podcast is English. This podcast has been added on August 26th 2022. It might contain more episodes than the ones shown here. It was last updated on April 23rd, 2024 22:44.
