In this episode of the Global Thinking Podcast Rob Duncan sits down with Forstrong's CEO & CIO, Tyler Mordy, to unpack the evolving market landscape and the unmistakable "vibe shift" happening in global markets. The once-unstoppable dominance of U.S. equities and the MAG 7 is showing signs of fatigue while broader global markets are stepping into the spotlight. Europe is showing signs of economic resurgence, emerging markets are gaining traction, and investors are finally remembering there are stocks outside of the S&P 500.

They also break down the latest economic headlines, including the impact of Trump 2.0 policies, which were supposed to fuel growth but seem to be running in the opposite direction faster than Zelensky leaving the White House. Inflation, interest rates, and shifting investment narratives all come into play, along with a fresh take on the Canadian economy's potential.

Is this the beginning of a new global investment era? Tune in for insights and a look at where smart money might be heading next.

Chapters

00:00 Introduction to Global Investing 01:08 Market Dynamics and the Trump Effect 07:38 The Shift from MAG-7 to Broader Markets 14:03 Europe's Economic Resurgence 21:37 Emerging Markets: A Turning Point 26:15 Interest Rates and Inflation Outlook 28:06 Inflation: The Central Concern 35:14 The Canadian Dollar and Global Trade 39:13 Exploring Wealth Beyond Finances 43:28 Closing Thoughts and Recommendations

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