Inside Perspectives: An AGF Podcast Series

By AGF Investments Inc.

Thoughtful discussions on investing with AGF experts and special guests. Learn more about the opportunities and issues impacting global markets today.... more

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FAQs about Inside Perspectives: An AGF Podcast Series:

How many episodes does Inside Perspectives: An AGF Podcast Series have?

The podcast currently has 47 episodes available.

Inside Perspectives: An AGF Podcast Series episodes:

December 05, 2025 6 Investment Themes and Sectors to Watch in 2026
Strong results for equities and solid fixed income returns were the features of another favourable year for global financial markets, but can investors expect more of the same in 2026? This is Inside Perspectives "Shorts", a special edition podcast highlighting some of the themes and sectors that we believe will play a part in how the new year unfolds.

Hosted By:DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series

Guests: Grace Huang, Senior Analyst, AGF Investments Ben Baldasaro, Fixed Income Associate, AGF Investments John Kratochwil, Senior Analyst, AGF Investments Pulkit Sabharwal, Analyst, AGF Investments Ling Han, Analyst, AGF Investments Marissa Heinze, Fixed Income Associate, AGF Investments Renato Monzon, Analyst, AGF Investments Abhishek Ashok, Analyst, AGF Investments Henry Kwok, Senior Analyst, AGF Investments

Chapter 1: Artificial Intelligence Starts at 00:39 Artificial intelligence has been the investment theme of choice for investors in recent years, but heading into 2026, some investors believe the risk of a correction is growing. AGF Investments analysts Grace Huang and Ben Baldasaro talk about navigating potential opportunities as the AI theme continues to evolve in the new year. Chapter 2: Gold Starts at 05:09 Gold raised to new all time highs in 2025, and seems to be on the radar of almost every investor heading into the New Year. AGF Investments analyst John Kratochwil talks about what's fuelling the momentum and whether it's fair to expect the rally to continue. Chapter 3: Energy Starts at 09:24 Energy stocks were decidedly unloved in 2025, primarily as oil prices fell on oversupply fears and tariff induced threats of a weakening economy. AGF Investments analyst Pulkit Sabharwal talks about what could turn the tide in 2026. Chapter 4: Healthcare Starts at 14:02 The health care sector was beset by more policy uncertainty in 2025. AGF Investments analysts Ling Han and Marissa Heinze talk about why it may be set for a recovery in 2026. Chapter 5: Defense Starts at 18:52 In sports it's often said that a good offense is a good defense. But is the same now true in equity markets? AGF Investments analyst Renato Monzon discusses why the appetite for defense stocks is expected to grow in 2026. Chapter 6: Consumer Staples and Discretionary Starts at 22:03 The U.S. consumer is anything but easy to define these days. AGF investments analysts Abhishek Ashok and Henry Kwok discuss how dynamic consumption trends are impacting both consumer staples and consumer discretionary stocks.
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30min
October 03, 2025 Canada's Major Project X-Factor
John and David welcome back Mike Archibald to explain what's fueling the ongoing bull market in stocks and how the Canadian federal government's new Major Projects Office could be a much needed catalyst for the country's economy.

Hosted By:DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series JC: John Christofilos, Chief Trading Officer, AGF Investments

Guest:MA: Mike Archibald, Portfolio Manager, AGF Investments
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27min
July 21, 2025 Remembering a Titan
John, David and special guest Greg Valliere pay tribute to Kevin McCreadie, former CEO and Chief Investment Officer at AGF Management Ltd. He will be missed.

Hosted By:DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series JC: John Christofilos, Chief Trading Officer, AGF Investments GV: Greg Valliere, Chief U.S. Policy Strategist, AGF Investments
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32min
June 20, 2025 Hot Spots and Hot Commodities
AGF Investments' Portfolio Manager Mike Archibald fills in for Kevin to discuss the geopolitical backdrop influencing oil, natural gas and gold prices with special guest AGF Investments' analyst Pulkit Sabharwal. John and David are impressed.
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40min
June 03, 2025 The Exceptional Case of Underperforming U.S. Markets
Tom Nakamura, AGF Investments' Head of Fixed Income and Currencies, joins Kevin, John and David to discuss why global diversification is a hot topic among investors right now.

Hosted By:KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series

Guest:TN: Tom Nakamura, Head of Fixed Income and Currencies, AGF Investments
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37min
April 16, 2025 The Next 90 Days: What the Latest "Pause" on Tariffs Could Mean for Investors
Tariff uncertainty has become par for the course in financial markets these days. Kevin, John and David welcome Greg Valliere, AGF's Chief U.S. Policy Strategist, back to the show to discuss what the U.S. administration's chaotic trade policy means for investors going forward.

Hosted By:KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series

Guest:GV: Greg Valliere, Chief U.S. Policy Strategist, AGF Investments
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35min
March 21, 2025 Are You Experienced?
Kevin, John, and David are joined by AGF Portfolio Manager Steve Way to discuss lessons learned navigating through difficult times and what the past can tell us about the present predicament gripping financial markets.

Hosted By:KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series

Guest:SW: Steve Way, SVP and Head of Global & Emerging Markets Equities
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38min
March 03, 2025 Canada's Upcoming Election: Who Holds the Trump Card?
Kevin, John and David count the days until the next federal election with political commentator Scott Reid.

Speaker key: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments JC: John Christofilos, Chief Trading Officer, AGF Investments DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series

Guest: SR: Scott Reid, Principal, Feschuk Reid
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45min
February 06, 2025 A Deep Dive on A.I.
Kevin, John and David kick off Season 6 by welcoming AGF Investments Portfolio Manager Auritro Kundu back to the show. A real conversation on artificial intelligence ensues.

Speaker key: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments JC: John Christofilos, Chief Trading Officer, AGF Investments DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series

Guest: AK: Auritro Kundu, Portfolio Manager, AGF Investments
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39min
November 26, 2024 Why Canada's Looming Election Could Be a Market Mover in 2025
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
...more
38min

FAQs about Inside Perspectives: An AGF Podcast Series:

How many episodes does Inside Perspectives: An AGF Podcast Series have?

The podcast currently has 47 episodes available.

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