2024 is proving to be another year full of surprises. Investors have been bracing for recession as a waterfall of misleading signals have dominated headlines. While many braced for a looming recession, markets defied expectations with strong returns—leaving many sidelined in cash or GICs, missing out on the upside.

In this episode of the Global Thinking Podcast, Rob sits down with Forstrong's CEO and CIO, Tyler Mordy, to unpack the themes from Tyler's latest article, 5 Questions Keeping Investors Up at Night. Together, they tackle the big questions shaping today's investment landscape: Where are we in the economic cycle? Are geopolitical shocks here to stay? What impact could the U.S. election bring? Is China's economic stimulus a real game-changer? And, finally, what does the future hold for the powerhouse MAG-7 tech stocks? Join us for a deep dive into these pressing topics and find out why keeping perspective—and staying invested—matters now more than ever.

Chapters

00:00 Introduction

01:07 The Five Questions

02:36 Where are we in the Economic Cycle?

10:40 Are Geopolitical Shocks Becoming More Frequent?

17:06 What are the Implications of US Elections?

24:54 Are China's Economic Stimulus a Game Changer?

30:14 What is the Future of the MAG-7 Tech Stocks?

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