Double Vision: Investing in a Split-Screen World

About this episode

The episode discusses the complexities of current equity markets and the factors influencing investment strategies for 2026.

In this episode of the Global Thinking Podcast , Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy , to unpack a market that refuses to send a single, clear signal. Equity markets are strong, yet risks are building — a Split-Screen World where optimism and fragility coexist. Tyler provides some insight into the annual Forstrong Super Trends report, Double Vision. From recession risk and cracks in credit to AI's gap between investment and earnings. The conversation then shifts to the bigger forces shaping 2026: the rise of fiscal dominance, the return of the real economy, and the broadening of market leadership beyond the United States. They explore why international and emerging markets are gaining relevance, how AI's next phase is about productivity rather than hype, and why traditional safe havens no longer behave the way investors expect. The result is a clear-eyed discussion focused on where risk is being mispriced — and where opportunity may be quietly building for 2026. A must-listen for investors navigating markets that look healthy on the surface, but far more complex underneath. Listen hear or access the full report below. Forstrong Super Trends 2026: Double…

People in this episode

Host: Rob Duncan

Guest: Tyler Mordy

Topics covered

• market analysis
• investment strategies
• economic trends
• AI productivity
• international markets
• risk assessment

Keywords

• equity markets
• recession risk
• fiscal dominance
• emerging markets
• AI productivity
• market leadership
• investment opportunities

Mentioned in this episode

Organizations: Forstrong Global Asset Management

Books & works: Forstrong Super Trends 2026: Double Vision

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