Emerging Market equities are the year's top performer, with Canadian and International equities close behind — leaving U.S. stocks lagging. Will America stage a comeback, or are we entering a new era where global equities take center stage?

In this episode of the Global Thinking Podcast host, Rob Duncan, sits down with Forstrong's CEO/CIO, Tyler Mordy, to explore whether the bull market is wired for further growth or primed to blow a fuse. Tariffs, delayed AI profits, and stubborn interest rates loom as short-circuit risks. On the flip side, government spending, easing monetary policy, and market momentum are keeping the rally alive.

From Canada's economic challenges to gold fever, and from shifting investor behavior to the future of market leadership, this conversation sparks insights into what's powering investments and what could trip the switch next.

Chapters

00:00 Introduction to Global Thinking Podcast

00:52 Market Overview and Recent Trends

04:27 Analyzing the Bull Market and Potential Risks

20:51 Factors Supporting Continued Market Growth

28:42 The Impact of International Markets and Japan's Recovery

32:31 Canada's Economic Landscape and Sector Performance

37:17 Gold and Precious Metals: Current Trends and Future Outlook

43:50 Balancing Optimism with Caution in Investment Strategies

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]