Flooding The Zone
From Global Thinking by Forstrong Global Asset Management
August 19, 2025 · 44 min · Season 5 · Episode 12
About this episode
In this episode, Rob Duncan and Tyler Mordy discuss the impact of tariffs, trade wars, and the Federal Reserve on global markets amidst a noisy media landscape.
Steve Bannon once described Donald Trump's media strategy as "flooding the zone" — overwhelming the airwaves with noise to confuse and distract. Recent months have offered a masterclass, leaving investors to sift through tariffs, trade wars, and endless headlines. In this mid-year edition of the Global Thinking Podcast , host Rob Duncan sits down with Forstrong CEO & CIO Tyler Mordy to cut through the noise. They unpack why tariffs haven't bitten markets harder, how a weakening US dollar is shifting capital flows, and what looming Fed rate cuts could mean for investors. With international equities strongly outpacing the US in the first half of 2025, Tyler makes the case for diversification in a world where the global cycle is finally broadening out. Chapters 00:00 Introduction to Global Thinking Podcast 02:39 Mid-Year Market Review and Investor Mindset 05:53 The Impact of Tariffs and Trade Wars 10:48 International Markets vs. US Markets 18:10 China's Economic Landscape and Deflationary Forces 23:59 Trade Relations and Future Prospects 27:42 The Federal Reserve and Economic Predictions 30:28 Final Thoughts on Global Diversification Disclosures: https://forstrong.com/disclosures/…
People in this episode
Host: Rob Duncan
Guest: Tyler Mordy
Topics covered
- media strategy
- market review
- tariffs
- trade wars
- capital flows
- Federal Reserve
- global diversification
Keywords
- tariffs
- trade wars
- US dollar
- capital flows
- Federal Reserve
- international equities
- diversification
Mentioned in this episode
Organizations: Forstrong Global Asset Management, Federal Reserve
Places: China
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