About this episode

This episode explores the potential for growth in the bull market and the risks that could derail it.

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 Market equities
• Canadian equities
• International equities
• U.S. stocks
• bull market
• tariffs
• AI profits
• interest rates
• government spending
• monetary policy
• market momentum
• investor behavior
• market leadership

Keywords

• economic challenges
• gold fever
• market risks
• investment insights

Mentioned in this episode

Books & works: Introduction to Global Thinking

Places: U.S., America, Canada, Japan

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