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.

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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November 26, 2024
Why Canada’s Looming Election Could Be a Market Mover in 2025

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.

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November 5, 2024
How Low Can Interest Rates Go?

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.

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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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