In this episode of the Global Thinking Podcast Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack what may become one of the most studied financial panics of our time. With markets rattled by a sudden loss of confidence, they explore how erratic policy moves and recent tariff announcements have triggered a global risk-off sentiment and shaken investor faith in American capital markets.

Tyler explains why this isn't your typical market correction, but rather a policy-inflicted confidence shock that's exposing deep structural cracks. The conversation dives into the fading role of the U.S. dollar as a safe haven, the growing importance of global diversification, and why gold is back in fashion. Most importantly, they discuss what investors should be watching now: bond market stability, fiscal stimulus leadership, and emerging opportunities in unexpected places.

Whether you're navigating this storm or preparing for what's next, this episode is a timely reminder that having a strategy and knowing your signals is more critical than ever.

Chapters

00:00 Introduction to Global Thinking Podcast

01:06 Market Turmoil and Tariff Impacts

03:27 Understanding the Financial Panic

10:01 Signals to Watch in the Current Market

13:22 Investment Implications and Opportunities

16:10 Final Thoughts and Advice for Investors

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