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.

March 19, 2026
Why Markets are Not a Well-Oiled Machine Right Now

John and David are joined by Richard Fisher, AGF portfolio manager (and diehard Buffalo Sabres fan), to discuss the U.S./Israel war with Iran and its impact on oil and other real assets.

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February 4, 2026
Weathering an Avalanche of Market-Moving Events

John and David welcome David Stonehouse, AGF Investments interim CIO, to discuss the resilience of financial markets in the face of heightened geopolitical activity so far this year.

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December 5, 2025
6 Investment Themes and Sectors to Watch in 2026

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.

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October 3, 2025
Canada's Major Project X-Factor

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.

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July 21, 2025
Remembering a Titan

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.

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June 20, 2025
Hot Spots and Hot Commodities

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.

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May 28, 2025
The Exceptional Case of Underperforming U.S. Markets

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.

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April 16, 2025
The Next 90 Days: What the Latest "Pause" on Tariffs Could Mean for Investors

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.

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March 21, 2025
Are You Experienced?

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.

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March 3, 2025
Canada’s Upcoming Election: Who Holds the Trump Card?

Kevin, John and David count the days until the next federal election with political commentator Scott Reid.

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February 6, 2025
A Deep Dive on A.I.

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.

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