Explorez tous les épisodes du podcast Inside Perspectives: An AGF Podcast Series
| Titre | Date | Durée | |
|---|---|---|---|
| Canada's Major Project X-Factor | 03 Oct 2025 | 00:26:04 | |
John and David welcome back Mike Archibald to explain what's fueling the ongoing bull market in stocks and how the Canadian federal government's new Major Projects Office could be a much needed catalyst for the country's economy. Hosted By: Guest: | |||
| Remembering a Titan | 21 Jul 2025 | 00:31:15 | |
John, David and special guest Greg Valliere pay tribute to Kevin McCreadie, former CEO and Chief Investment Officer at AGF Management Ltd. He will be missed. Hosted By: | |||
| Hot Spots and Hot Commodities | 20 Jun 2025 | 00:39:06 | |
AGF Investments' Portfolio Manager Mike Archibald fills in for Kevin to discuss the geopolitical backdrop influencing oil, natural gas and gold prices with special guest AGF Investments' analyst Pulkit Sabharwal. John and David are impressed. | |||
| The Exceptional Case of Underperforming U.S. Markets | 03 Jun 2025 | 00:36:24 | |
Tom Nakamura, AGF Investments' Head of Fixed Income and Currencies, joins Kevin, John and David to discuss why global diversification is a hot topic among investors right now. Hosted By: Guest: | |||
| The Next 90 Days: What the Latest "Pause" on Tariffs Could Mean for Investors | 16 Apr 2025 | 00:34:32 | |
Tariff uncertainty has become par for the course in financial markets these days. Kevin, John and David welcome Greg Valliere, AGF's Chief U.S. Policy Strategist, back to the show to discuss what the U.S. administration's chaotic trade policy means for investors going forward. Hosted By: Guest: | |||
| Are You Experienced? | 21 Mar 2025 | 00:37:04 | |
Kevin, John, and David are joined by AGF Portfolio Manager Steve Way to discuss lessons learned navigating through difficult times and what the past can tell us about the present predicament gripping financial markets. Hosted By: Guest: | |||
| Canada’s Upcoming Election: Who Holds the Trump Card? | 03 Mar 2025 | 00:44:19 | |
Kevin, John and David count the days until the next federal election with political commentator Scott Reid. Speaker key: Guest: | |||
| A Deep Dive on A.I. | 06 Feb 2025 | 00:38:39 | |
Kevin, John and David kick off Season 6 by welcoming AGF Investments Portfolio Manager Auritro Kundu back to the show. A real conversation on artificial intelligence ensues. Speaker key: Guest: | |||
| Why Canada’s Looming Election Could Be a Market Mover in 2025 | 26 Nov 2024 | 00:37:08 | |
Kevin, John, and David are joined by Canadian political commentator Scott Reid to discuss the country’s political and economic future in the wake of Donald Trump’s U.S. presidential victory. Speaker key: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments Inc. Guest: | |||
| How Low Can Interest Rates Go? | 05 Nov 2024 | 00:39:05 | |
Kevin, John and David welcome David Stonehouse, AGF Investment Inc.‘s Head of North American and Specialty Investments, to help explain why recent interest rate cuts are not likely a return to the ultra-accommodative era of central bank policy following the Great Financial Crisis. Hosted By: Guest: | |||
| Why a Tight U.S. Presidential Race May Not Be Good for Investors | 09 Sep 2024 | 00:33:14 | |
Kevin, John, and David welcome Greg Valliere back to the podcast to discuss the latest U.S. election developments and make their predictions for the new NFL season. Hosted By: Guest: | |||
| Why AI Stocks Are the New Staples for Investors | 30 Aug 2024 | 00:27:23 | |
Kevin, John and David are back from summer break and welcome AGF Investments portfolio manager Auritro Kundu to the show to get into the opportunities and risks of investing in artificial intelligence hyperscalers. | |||
| What To Make of Canada’s Equity Market | 12 Jun 2024 | 00:39:35 | |
Kevin, John and David welcome Mike Archibald to the show to discuss the nuts and bolts of investing in Canadian stocks and his deep appreciation for the late great Tom Petty. | |||
| How To Find Stability in Times of Heightened Market Volatility | 01 May 2024 | 00:41:36 | |
Kevin, John and David get into it with guest Bill DeRoche, a diehard Boston Bruins fan who knows a thing or two about investing in volatile market conditions and what investors can potentially do about it. | |||
| Thinking Differently About Equity Markets | 27 Mar 2024 | 00:41:25 | |
Kevin, John, and David get into it with Dillon Culhane on becoming a portfolio manager and weigh in on the market’s shifting attitude towards the U.S. Federal Reserve and the New York Mets' chances of winning the World Series this year. Hosted By: Guest:DC: Dillon Culhane, Co-Portfolio Manager*, AGF Investments
*Pending regulatory approval | |||
| Biden Versus Trump II: An Investor's Guide to the U.S. Election | 29 Feb 2024 | 00:36:54 | |
Kevin, John and David get into the potential market ramifications of the U.S. presidential election with guest Greg Valliere. Hosted By: Guest: | |||
| Why Geopolitics May Be the Most Important Focus of Investors in 2024 | 26 Jan 2024 | 00:37:22 | |
Kevin, John and David welcome Regina Chi to discuss the Red Sea attacks, Taiwan’s recent election (and a little football while they’re at it). Hosted By: Guest: | |||
| War in the Middle East and the Potential Threat to Markets | 02 Nov 2023 | 00:25:50 | |
The world's geopolitical climate continues to grow more dangerous following the recent outbreak of war in the Middle East. So why do investors seem relatively unfazed by the tragic events that are unfolding? On this episode of Inside Perspectives, Kevin McCreadie discusses the market's reaction to the beginnings of yet another devastating conflict with guests Greg Valliere and General Andrew Leslie. | |||
| How Does the Ukraine War End? | 13 Sep 2023 | 00:33:22 | |
The Ukraine War continues to grind on, seemingly with no end in sight. On this episode of Inside Perspectives, Kevin McCreadie welcomes back Greg Valliere and General Andrew Leslie to discuss the ongoing market impact of the conflict and why next year's U.S. presidential election is one of several factors that could determine its ultimate outcome. | |||