The Great Rebuilding: Why the World Is Changing Faster Than Markets Realize
About this episode
Rob Duncan and Tyler Mordy discuss the transformative investment theme of 'The Great Rebuilding' and its implications for the global economy and markets.
In this episode of the Global Thinking Podcast , Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack one of the biggest investment themes of 2026: The Great Rebuilding . While investors have spent the year reacting to wars, tariffs, inflation scares, and shifting central bank expectations, Tyler argues these aren't isolated events. They're all part of a much larger transformation taking place beneath the surface of the global economy. From rebuilding supply chains and defence capabilities to massive investments in AI infrastructure and energy security, governments and corporations around the world are entering a new era of capital spending. At the same time, investors are beginning to question long-held assumptions about U.S. exceptionalism as international markets take on a greater leadership role. Rob and Tyler discuss: Why "The Great Rebuilding" could define the next decade Kevin Warsh, the Federal Reserve and the outlook for interest rates Why inflation may remain more persistent than investors expect The challenge to U.S. market leadership Korea, Taiwan and the resurgence of international markets AI's infrastructure boom and what investors are missing…
More episodes of Global Thinking
Explore listener stats, chart rankings, contacts and more on the Global Thinking podcast page.