A young hedge fund manager built his entire investment thesis around one idea: artificial intelligence would reshape the world. His conviction was so strong he named his fund Situational Awareness . For a while, it...

business
Global Thinking
Hosted by Forstrong Global Asset Management · business · EN
About this Podcast:
Welcome to Global Thinking, the podcast where we explore the intersection of global macro investing, geo-political tensions, and financial advice. Join our host Rob Duncan, as they guide you through the complex world of personal finance and help you navigate the ever-changing landscape of global markets. Every month we bring on top experts to share their insights and perspectives on the latest trends and events shaping the global economy. Whether you're an experienced investor or just starting out, this podcast is your go-to resource for understanding how to manage your wealth in a rapidly changing world. So sit back, relax, and join us for an engaging and thought-provoking conversation on Global Thinking.
Pitch Analysis
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Contact path
Verified email
Booking probability
33%
Guest openness
Selective
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Signup to Generate a PitchQuestions about Global Thinking
What is Global Thinking about?
Welcome to Global Thinking, the podcast where we explore the intersection of global macro investing, geo-political tensions, and financial advice. Join our host Rob Duncan, as they guide you through the complex world of personal finance and help you navigate the ever-changing landscape of global markets.
Who hosts Global Thinking?
Global Thinking is hosted by Forstrong Global Asset Management. The show has published 77 episodes to date.
What has Global Thinking covered recently?
Recent episodes include "Signal or Noise? Staying Cool in a Hot Money World" (13 August 2026, 76 minutes), "The Great Rebuilding: Why the World Is Changing Faster Than Markets Realize" (26 June 2026, 61 minutes), and "Markets, Multipolarity, and the Next Cycle" (2 June 2026, 34 minutes).
How often does Global Thinking publish?
Global Thinking publishes roughly monthly, with episodes averaging 51 minutes across 77 episodes.
How hard is it to get booked on Global Thinking?
Booking probability for Global Thinking is 33%, and the host is rated Selective on guests. Global Thinking requires a Pod Score of 80 or higher. Global Thinking's contact route on record: verified email.
Who should pitch Global Thinking?
The strongest fits for Global Thinking are Investing & Wealth Management and Investment Banking & Trading. Global Thinking has a business audience.
About the host
Forstrong Global Asset Management hosts Global Thinking, a business podcast with 77 episodes published.
Recent episodes
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Aug 13, 20261h 16mS6
Jun 26, 20261h 1mS6In this episode of the Global Thinking Podcast , Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack one of the biggest investment themes of 2026: The Great Rebuilding . While investors have spent...
Jun 2, 202634 minS6<p >For more than a decade, investors have been rewarded for a simple strategy: buy U.S. stocks, own big technology companies, and trust that American exceptionalism would continue to drive markets higher.</p> <p > </p>...
May 6, 202651 minS6<p >Markets are rallying. Oil is rising. War is ongoing.</p> <p > </p> <p >And yet, investors seem to be moving on.</p> <p > </p> <p >In this episode of the Global Thinking Podcast, Rob Duncan sits down with Forstrong...

Episode #4
Chasing Alpha: SPIVA 2025, Active vs Passive Investing, and Why Most Managers Underperform
Apr 8, 202655 minS6<p >In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Dr. Joe Nelesen from S&P Dow Jones Indices to break down the SPIVA Canada 2025 report and what it reveals about active vs passive...
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Mar 23, 202637 minS6<p > In this episode of the Global Thinking Podcast Rob Duncan sits down with Forstrong CEO & CIO, Tyler Mordy, to unpack the market reaction to the escalating conflict involving Iran and why investors may be focusing...
Mar 5, 20261h 3mS6<p>In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Nimar Bangesh of Obsiido to unpack one of the most infuriating developments in Canadian investing this year: fund gating.</p> <p> </p>...
Jan 20, 202655 minS6<p >2025 looked like the kind of year that should have broken markets — geopolitical shocks, political dysfunction, and nonstop macro stress. Instead, risk assets powered ahead. That disconnect is exactly why investors...
Dec 19, 202547 minS5<p >In this episode of the Global Thinking Podcast, Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack a market that refuses to send a single, clear signal. Equity markets are strong, yet risks are...
Dec 5, 202558 minS5<p >In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Matthew Barasch, Senior Portfolio Manager at RBC Dominion Securities, for a candid, wide-ranging look at the realities of investing in...
Nov 6, 202542 minS5<p >In this episode of the Global Thinking Podcast Rob Duncan sits down with Lead Portfolio Manager, David Kletz, to explore the powerful shift in global market leadership that has defined the year. Since "Liberation...
Sep 26, 20251h 2mS5<p >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...
Sep 11, 202544 minS5<p >In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Jamie McBride of Stewart & Kett to unpack the evolution of wealth management and the rise of Wealth 3.0.</p> <p > </p> <p >Wealth 3.0...

Episode #12
Flooding The Zone
Aug 19, 202544 minS5<p >Steve Bannon once described Donald Trump's media strategy as "flooding the zone" — overwhelming the airwaves with noise to confuse and distract. Recent months have offered a masterclass, leaving investors to sift...
Jun 30, 20251h 5mS5<p >In this episode of Global Thinking, Forstrong Portfolio Manager Rob Duncan sits down with friend of the firm, Chris McHaney, Executive Vice President and Head of Investment Management and Strategy at Global X...
Jun 4, 202542 minS5<p >In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Forstrong Portfolio Manager, Terry Shaunessy, to unpack how investors are navigating a world where political theatrics, including...
May 22, 202555 minS5<p >Global Thinking: Power Shifts, Trade Rifts, and Investment Lifts</p> <p > </p> <p >In this no-holds-barred episode of the Global Thinking Podcast, host Rob Duncan sits down with AGF Investments CEO and CIO, Kevin...

Episode #7
Elbows Up – Time to Pivot and Rebalance
May 6, 202549 minS5<p >In this episode of the Global Thinking podcast, host Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack a rowdy stretch in markets and politics. From Canada's recent election to Trump's tariff...

Episode #6
Panic, Policy, and the New Playbook
Apr 11, 202531 minS5<p >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...
Mar 24, 202557 minS5<p >The majority of active managers underperform their benchmarks - but why?</p> <p > </p> <p >In this episode of the Global Thinking Podcast Rob sits down with Dr. Joseph Nelesen, Head of Specialists, Index Investment...
Recent guests
Recent guests on Global Thinking. Study who booked and why before you pitch.
Jamie McBride
LAPD Det., Police Union President, Los Angeles Police Protective League
Tyler Mordy
Forstrong
Sébastien Mc Mahon
iA Financial Group
David Kletz
Forstrong
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