Inside Perspectives: An AGF Podcast Series
Thoughtful discussions on investing with AGF experts and special guests. Learn more about the opportunities and issues impacting global markets today.
Strong results for equities and solid fixed income returns were the features of another favourable year for global financial markets, but can investors expect more of the same in 2026? This is Inside Perspectives “Shorts”, a special edition podcast highlighting some of the themes and sectors that we believe will play a part in how the new year unfolds.
Listen to the PodcastJohn 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.
Listen to the PodcastJohn, 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.
Listen to the PodcastAGF 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.
Listen to the PodcastTom 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.
Listen to the PodcastTariff 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.
Listen to the PodcastKevin, 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.
Listen to the PodcastKevin, John and David count the days until the next federal election with political commentator Scott Reid.
Listen to the PodcastKevin, 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.
Listen to the PodcastKevin, 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.
Listen to the PodcastKevin, 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.
Listen to the PodcastKevin, 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.
Listen to the PodcastKevin, 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.
Listen to the PodcastKevin, 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.
Listen to the PodcastKevin, 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.
Listen to the PodcastKevin, 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.
Listen to the PodcastKevin, John and David get into the potential market ramifications of the U.S. presidential election with guest Greg Valliere.
Listen to the PodcastKevin, 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).
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