Inside Perspectives: An AGF Podcast Series

Kevin, John, and David are joined by Canadian political commentator Scott Reid to discuss the country’s political and economic future in the wake of Donald Trump’s U.S. presidential victory.

Speaker key:

KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments Inc. JC: John Christofilos, Chief Trading Officer, AGF Investments Inc. DP: David Pett, Editor, AGF Perspectives.

Guest: SR: Scott Reid, Principal, Feschuk Reid

Kevin, John and David welcome David Stonehouse, AGF Investment Inc.‘s Head of North American and Specialty Investments, to help explain why recent interest rate cuts are not likely a return to the ultra-accommodative era of central bank policy following the Great Financial Crisis.

Hosted By:KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments Inc.JC: John Christofilos, Chief Trading Officer, AGF Investments Inc.DP: David Pett, Editor, AGF Perspectives

Guest:DS: David Stonehouse, Head of North American and Specialty Investments, AGF Investments Inc.

Kevin, John, and David welcome Greg Valliere back to the podcast to discuss the latest U.S. election developments and make their predictions for the new NFL season.

Hosted By:KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Editor, AGF Perspectives

Guest:GV: Greg Valliere, Chief U.S. Policy Strategist, AGF Investments

Kevin, John and David are back from summer break and welcome AGF Investments portfolio manager Auritro Kundu to the show to get into the opportunities and risks of investing in artificial intelligence hyperscalers.

Kevin, John and David welcome Mike Archibald to the show to discuss the nuts and bolts of investing in Canadian stocks and his deep appreciation for the late great Tom Petty.

Kevin, John and David get into it with guest Bill DeRoche, a diehard Boston Bruins fan who knows a thing or two about investing in volatile market conditions and what investors can potentially do about it.

Kevin, John, and David get into it with Dillon Culhane on becoming a portfolio manager and weigh in on the market’s shifting attitude towards the U.S. Federal Reserve and the New York Mets' chances of winning the World Series this year.

Hosted By:KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Editor, AGF Perspectives

Guest:DC: Dillon Culhane, Co-Portfolio Manager*, AGF Investments

*Pending regulatory approval

Kevin, John and David get into the potential market ramifications of the U.S. presidential election with guest Greg Valliere. 

Hosted By: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Editor, AGF Perspectives

Guest:GV: Greg Valliere, Chief U.S. Policy Strategist, AGF Investments

Kevin, John and David welcome Regina Chi to discuss the Red Sea attacks, Taiwan’s recent election (and a little football while they’re at it).

Hosted By: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Editor, AGF Perspectives

Guest:RC: Regina Chi, Portfolio Manager, AGF Investments

The world's geopolitical climate continues to grow more dangerous following the recent outbreak of war in the Middle East. So why do investors seem relatively unfazed by the tragic events that are unfolding? On this episode of Inside Perspectives, Kevin McCreadie discusses the market's reaction to the beginnings of yet another devastating conflict with guests Greg Valliere and General Andrew Leslie.