Wired for Growth or Blown Fuse?
From Global Thinking by Forstrong Global Asset Management
September 26, 2025 · 1h 2m · Season 5 · Episode 13
About this episode
The episode discusses the performance of global equities, the risks facing the bull market, and insights into investment strategies.
Emerging Market equities are the year's top performer, with Canadian and International equities close behind — leaving U.S. stocks lagging. Will America stage a comeback, or are we entering a new era where global equities take center stage? In this episode of the Global Thinking Podcast host, Rob Duncan, sits down with Forstrong's CEO/CIO, Tyler Mordy, to explore whether the bull market is wired for further growth or primed to blow a fuse. Tariffs, delayed AI profits, and stubborn interest rates loom as short-circuit risks. On the flip side, government spending, easing monetary policy, and market momentum are keeping the rally alive. From Canada's economic challenges to gold fever, and from shifting investor behavior to the future of market leadership, this conversation sparks insights into what's powering investments and what could trip the switch next. Chapters 00:00 Introduction to Global Thinking Podcast 00:52 Market Overview and Recent Trends 04:27 Analyzing the Bull Market and Potential Risks 20:51 Factors Supporting Continued Market Growth 28:42 The Impact of International Markets and Japan's Recovery 32:31 Canada's Economic Landscape and Sector Performance 37:17 Gold and…
People in this episode
Host: Rob Duncan
Guest: Tyler Mordy
Topics covered
- Emerging Markets
- Bull Market Analysis
- Investment Strategies
- Global Equities
- Economic Trends
- Market Risks
Keywords
- Emerging Market equities
- U.S. stocks
- bull market
- tariffs
- AI profits
- interest rates
- government spending
- market momentum
- Canada's economy
- gold trends
Mentioned in this episode
Organizations: Forstrong Global Asset Management
Places: Canada, U.S., Japan
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