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.

September 10, 2024
Why a Tight U.S. Presidential Race May Not Be Good for Investors

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.

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August 30, 2024
Why AI Stocks Are the New Staples for Investors

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.

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June 12, 2024
What To Make of Canada’s Equity Market

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.

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May 1, 2024
How To Find Stability in Times of Heightened Market Volatility

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.

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March 27, 2024
Thinking Differently About Equity Markets

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.

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February 29, 2024
Biden Versus Trump II: An Investor's Guide to the U.S. Election

Kevin, John and David get into the potential market ramifications of the U.S. presidential election with guest Greg Valliere.

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January 26, 2024
Why Geopolitics May Be the Most Important Focus of Investors in 2024

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).

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November 2, 2023
War in the Middle East and the Potential Threat to Markets

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.

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September 13, 2023
How Does the Ukraine War End?

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.

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June 5, 2023
Why Investors Need to Keep the Ukraine War on Their Worry List

Ukraine’s counter offensive could by a turning point in the country’s war with Russia, but investors should expect a swift end to the conflict as a result. On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer, welcomes back General Andrew Leslie to discuss the latest developments in the war and its ongoing potential to impact markets.

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May 9, 2023
Private Capital: Why Patience Can Be a Virtue in Today’s Challenging Market Environment

In part one of a three-part series, Kevin McCreadie, AGF’s CEO and Chief Investment Officer discusses the current landscape for investing in private capital with special guests Ash Lawrence, head of AGF Private Capital, and Robert Olsen, Partner, Vice Chair and Private Equity Leader at Deloitte Canada.

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May 9, 2023
Private Capital: How a Good Manager Makes All the Difference

In part two of a three-part series, Kevin McCreadie, AGF’s CEO and Chief Investment Officer weighs in on the opportunities and risks of investing in private capital with special guests Ash Lawrence, head of AGF Private Capital, and Robert Olsen, Partner, Vice Chair and Private Equity Leader at Deloitte Canada.

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May 9, 2023
Private Capital: What Does the Future Hold?

In part three of a three-part series, Kevin McCreadie, AGF’s CEO and Chief Investment Officer considers the future of private capital with special guests Ash Lawrence, head of AGF Private Capital, and Robert Olsen, Partner, Vice Chair and Private Equity Leader at Deloitte Canada.

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February 16, 2023
One Year and Counting: Assessing the Ongoing Market Impact of the Ukraine War

“Balloongate” has stolen the headlines this month but the Ukraine War may still pose the biggest geopolitical risk to investors. On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer welcomes back Greg Valliere, AGF’s Chief U.S. Policy Strategist and special guest General Andrew Leslie to discuss the implications of a war that continues to rage with no end in sight.

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