In this episode of the Global Thinking Podcast, host Rob Duncan welcomes Keith Dicker, Founder and Chief Investment Officer at IceCap Asset Management, for an in-depth exploration of the global financial landscape. Keith shares captivating insights from his unique career path, the art of global investing, the power of networking, and why risk management remains the cornerstone of successful strategies.

Rob and Keith unpack the implications of climbing long-term interest rates, the mounting pressures of government debt and why this could lead to greater opportunities in the future. Keith dives into the intricate dance of inflation and energy markets, offering a sharp perspective on how central bank policies are shaping investment challenges and why you need to keep an eye on currency markets.

Chapters

00:00 Introduction to Global Investing Philosophy

01:34 Keith Dicker's Journey in Investment Management

05:42 Market Outlook: Opportunities and Risks

06:10 US Market Dynamics and Economic Indicators

10:04 Long-Term Interest Rates and Economic Growth

12:31 Government Debt and Fiscal Challenges

15:52 Global Savings and Investment Strategies

18:46 Currency Markets and Risk Management

22:31 US Economic Resilience and Investment Opportunities

31:41 Inflation Trends and Market Implications

32:09 Inflation Trends and Predictions

35:31 Energy Market Dynamics

37:23 Investment Strategies for Canadians

40:50 Market Opportunities and Concerns

44:04 Central Bank Policies and Currency Dynamics

50:50 Final Thoughts and Recommendations

2024 is proving to be another year full of surprises. Investors have been bracing for recession as a waterfall of misleading signals have dominated headlines. While many braced for a looming recession, markets defied expectations with strong returns—leaving many sidelined in cash or GICs, missing out on the upside.

In this episode of the Global Thinking Podcast, Rob sits down with Forstrong’s CEO and CIO, Tyler Mordy, to unpack the themes from Tyler's latest article, 5 Questions Keeping Investors Up at Night. Together, they tackle the big questions shaping today’s investment landscape: Where are we in the economic cycle? Are geopolitical shocks here to stay? What impact could the U.S. election bring? Is China’s economic stimulus a real game-changer? And, finally, what does the future hold for the powerhouse MAG-7 tech stocks? Join us for a deep dive into these pressing topics and find out why keeping perspective—and staying invested—matters now more than ever.

Chapters

00:00 Introduction

01:07 The Five Questions

02:36 Where are we in the Economic Cycle?

10:40 Are Geopolitical Shocks Becoming More Frequent?

17:06 What are the Implications of US Elections?

24:54 Are China's Economic Stimulus a Game Changer?

30:14 What is the Future of the MAG-7 Tech Stocks?

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/

Financial technology, or Fintech, in Canada has traditionally trailed behind the U.S. by nearly a decade. Until recently, even basic processes like virtual onboarding were rare in Canada, where advisors and clients often dealt with stacks of paper for signatures and mailed-off documents. But a global pandemic has accelerated change, bringing digital solutions and smartphone-driven client experiences to the forefront.

In this episode of Global Thinking, Rob sits down with Oliver Yoon, Head of Harness Investment Management, to explore the rapidly evolving Canadian Fintech landscape. Together, they discuss Oliver's extensive experience in finance, Harness’s mission to empower advisors with independent investment solutions, and how technology is transforming client interactions. They also dive into the role of AI in financial services and the exciting future for advisors embracing innovation.

Chapters

00:00 Introduction

01:07 Oliver Career in Finance

06:24 Understanding Harness and Its Role

09:56 The Importance of Independence in Canada

13:02 A Fintech Solution for Advisors

18:29 AI's Role in Financial Services

20:29 Future Opportunities for Harness

22:24 Competition and Unique Offerings

24:33 Personal Insights and Closing Remarks

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/