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 shifting economic landscape for investors.
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
- investing
- tariffs
- trade wars
- capital flows
- Federal Reserve
- global diversification
Keywords
- US dollar
- international equities
- economic predictions
Mentioned in this episode
Books & works: Introduction to Global Thinking Podcast, The Impact of Tariffs and Trade Wars
Places: US, China
More episodes of Global Thinking
- Chasing Alpha: SPIVA 2025, Active vs Passive Investing, and Why Most Managers Underperform · April 8, 2026 · 55 min
- Sell First, Ask Questions Later: A Crash Course in Oil Shocks · March 23, 2026 · 37 min
- Liquidity Illusion: The Wake-Up Call in Canadian Private Markets · March 5, 2026 · 1h 3m
- From Chaos to Conviction: Positioning Portfolios for Stability in 2026 · January 20, 2026 · 55 min
- Double Vision: Investing in a Split-Screen World · December 19, 2025 · 47 min
- Canada in the Crosshairs: Hard Markets, High Rates, and Hidden Opportunities · December 5, 2025 · 58 min
Explore listener stats, chart rankings, contacts and more on the Global Thinking podcast page.