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/

Global Thinking Podcast Series - https://forstrong.com/podcast/

Global Thinking Insights - https://forstrong.com/insights/

Who is Forstrong Global - https://forstrong.com/who-we-are/

Ask Forstrong - https://forstrong.com/category/ask-forstrong/

Invest With Us - https://forstrong.com/invest-with-us/

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For any questions, comments or suggested topics please reach out to Rob Duncan, [email protected]