Latest Currents Podcast Episodes
Is US equity still the easiest asset allocation decision?
Global Thinking - April 09, 2024 13:12 - 29 minutesUS equities have taken center stage over the last few years and are touching all-time highs as consumers continue to show strength with healthy balance sheets and less sensitivity to higher interest rates. But is all this good news already priced in? What may be surprising is that returns ...
Interest Rate Obsession
Global Thinking - March 29, 2024 19:14 - 30 minutesInterest Rate Obsession: Are Markets Missing the Bigger Picture? Markets have found a new obsession to dote upon: timing central bank rate cutes. Everywhere you look, interest rate expectations continue to dominate headlines and market narratives. Imminent recession fears have been replace...
Global Thinking Market Update with Franklin Templeton
Global Thinking - March 20, 2024 21:36 - 41 minutesIn this episode Rob sits down with Michael Greenberg, Senior Vice President and Portfolio Manager at Franklin Templeton Investment Solutions, to ask questions about their market outlook and where they see opportunity in the year ahead. Throughout the podcast Mike shares his perspectives on infl...
Running with Bulls - Is the Market Rally Broadening?
Global Thinking - March 04, 2024 13:49 - 35 minutesOne year ago, market forecasters were in absolute agreement. A Bloomberg consensus survey showed that 100% of the respondents predicted a global recession in 2023. Rising interest rates would surely create an inevitable “hard landing”. When such agreement exists in the investment world one must...
Macro Musings from A Latam Perspective
Global Thinking - February 13, 2024 16:27 - 37 minutesOn this episode Rob sits down with our good friend Rodrigo Gordillo from Resolve Asset Management. Rodrigo has a fascinating background and shares how hyperinflation in 1980s Peru shaped his life and investment philosophy. He also discusses why emerging markets have been more proactive in combat...
Bonds, Bitcoin and The Biggest Year Ever For Democracy
Global Thinking - January 23, 2024 18:00 - 39 minutesWelcome back to all our listeners. This is now Season 4 of the Forstrong Global Thinking podcast and there is no shortage of topics to dive into. In this episode Rob sits down with Tyler Mordy, CEO and CIO, to discuss which macro trends are shaping the investment landscape. Looking back, last...
Shifting Market Narratives - Higher for Longer Hits Home
Global Thinking - October 20, 2023 12:59 - 17 minutesThe US bond selloff over the last few years is on par with the largest ever in history. In this podcast Rob sits down with Forstrong Lead PM, David Kletz, to discuss market performance and what “higher for longer” interest rates means for investors. While this new environment has dampened confid...
What Happens When AI Gets Real, Part 2
Global Thinking - June 16, 2023 13:37 - 21 minutesIn part 1, Rob Duncan sat down with Reza Samahin, Portfolio Manager at KJ Harrison, to discuss the big ideas behind Artificial Intelligence and what impact it may have on the future In part 2, Rob and Reza discuss the implications of AI from an investment perspective. Is this Dot Com 2.0? Will...
What Happens When AI Gets Real?
Global Thinking - May 17, 2023 20:18 - 12 minutesLast month 2,600 tech industry professionals signed a petition led by Elon Musk and Apple co-founder, Steve Wozniak, to halt AI development until there was a clear understanding of its full implications. Although he did not sign the letter, Geoffrey Hinton, the so-called “Godfather of AI”, resig...
Postcard from China, Part 2
Global Thinking - May 11, 2023 20:28 - 14 minutesIt has been four long years since Forstrong last visited mainland China. In that time, the country faced a real estate collapse, technology crackdowns and more than 1100 days of brutal lockdowns. Given the size and scale of China’s influence on the global economy, their reopening is something th...
Is The Developed World Slowing Down?
Global Thinking - April 14, 2023 18:28 - 23 minutesComing off a surprisingly resilient Q1, Global Equities staged a rally for a second quarter despite the collapse of Silicon Valley Bank and renewed fears of another 2008 financial crisis. While US markets staged a late rally to pull ahead of Canada, International markets continue to be global l...
Global Thinking Invité spécial - Clément Gignac
Global Thinking - March 23, 2023 18:04 - 13 minutesCette semaine, nous avons un invité très spécial pour notre podcast "Global Thinking". Omar Rayes de Forstrong s'assoit une deuxième fois avec l'Honorable Clément Gignac. Clément a eu une longue et brillante carrière dans les secteurs public et privé. Sur la scène internationale, il a prés...
Global Thinking Special Guest - Clement Gignac
Global Thinking - March 23, 2023 18:00 - 13 minutesThis week we have a very special guest for our “Global Thinking” Podcast. Forstrong’s Omar Rayes sits down for a second time with the honorable Clément Gignac. Clément has had a long and distinguished career in both the public and private sectors. On the international scene, he chaired in ...
SVB Failure: Moving Fast and Breaking Things
Global Thinking - March 14, 2023 01:17 - 16 minutesSilicon Valley’s scrappy attitude of “move fast and break things” not only became standard start-up advice over the last decade, but quickly evolved into a global movement for the technology sector. Yet, a rich irony has emerged. It turns out that customers can also move fast and break thin...
A Surprisingly Resilient Economy
Global Thinking - February 17, 2023 19:56 - 19 minutesIt has been a long string of surprises over the last year. The Fed was surprised inflation wasn’t transitory. Investors were surprised to see the fastest rate hikes since the 1980s. Economists are now surprised we aren’t in a recession. Yet, in our view, the biggest surprise continues to b...
Forstrong Super Trends 2023: Metamorphosis
Global Thinking - February 06, 2023 17:05 - 29 minutesAs it was in 2022, financial markets had their own Kafkaesque backdrop. Investors did not need to stretch their imaginations: reality did it for them. Supposedly rare events appeared more frequently than ever. All of this has forged an easy fraternity for those predicting more macro doom. Glob...
Forstrong Super Trends 2022: World in Transition
Global Thinking - January 27, 2023 15:52 - 34 minutesIt is now abundantly clear that last year was a hinge moment in history. The world of tomorrow will resemble nothing of what we see today. “All life is a process of breaking down, but the blows that do the dramatic side of the work…don’t show their effect all at once.” Great American author F....
Forstrong Unscripted Summer Thoughts
Global Thinking - August 18, 2022 13:51 - 20 minutesIn this summer edition of the Global Thinking Podcast, Rob Duncan sits down with Forstrong's CEO and CIO, Tyler Mordy, to discuss the most topical macro issues moving markets today. -Is the global economy in a recession or headed for one -Has inflation peaked or will it be more persistent ...
Ep196: Inflation Reduction Act
Currents - August 12, 2022 05:00 - 1 hour ★★★★★ - 113 ratingsKeith Martin, David Burton and Hilary Lefko have a lively discussion about the Inflation Reduction Act’s effect on deals. Some parts of the Inflation Reduction Act that passed the Senate are retroactive to the start of 2022. Other parts apply only to projects that are placed in service after this...
Ep195: What's New in the Market
Currents - July 29, 2022 05:00 - 30 minutes ★★★★★ - 113 ratingsKeith Martin gives a lively update on what is new in the market. The tax equity market is wrestling with a series of issues tied to inflation and construction delays. Developers forced for the same reasons to renegotiate power contracts are drawing interesting lessons. Rising electricity prices a...
Ep194: New PJM Regulations and FERC Rules
Currents - July 21, 2022 05:00 - 26 minutes ★★★★★ - 113 ratingsBob Shapiro, partner in Norton Rose Fulbright’s Washington office, joins us to discuss the new regulations in PJM and FERC rules being considered. We discuss how PJM is addressing their backlog, an overview of the two interconnection proposals, who the big winners and losers are, how the FERC pro...
Fighting Volatility with Asset Allocation
Global Thinking - June 17, 2022 12:10 - 29 minutesFor those who have been hiding under a rock the last 6 months, global markets are in uncharted territory. In the face of slowing economic growth and surging inflation, central banks are increasing interest rates at levels not seen in over 30 years. How have markets responded? Global equity and b...
Ep193: DOE Loan Program Office Update
Currents - June 15, 2022 05:00 - 37 minutes ★★★★★ - 113 ratingsJigar Shah, Director of the Department of Energy's Loan Program Office, joins us to discuss the mission of the program and what it is working on right now. We talk about the types of deals that are relevant for the office, what Jigar views as the sweet spot in terms of size and debt for a project...
Ep192: Biden's Executive Order
Currents - June 07, 2022 05:00 - 16 minutes ★★★★★ - 113 ratingsStefan Reisinger, partner Norton Rose Fulbright’s Washington office, joins us for a closer look at the Biden action yesterday to shield solar panels imported from Vietnam, Malaysia, Thailand and Cambodia during the next two years from any anti-circumvention duties that the Commerce Department dec...
Ep191: Recent Evolution of the Hedge Market
Currents - June 02, 2022 05:00 - 32 minutes ★★★★★ - 113 ratingsLee Taylor, CEO of REsurety, joins us to discuss the recent evolution of the hedge market due to the impacts of winter storm Uri. We get into the spectrum of hedging options before the storm, how each of those structures fared, how the hedging landscape has changed and more.
Ep190: Climate Insurance and the Solar Industry
Currents - April 15, 2022 05:00 - 25 minutes ★★★★★ - 113 ratingsJason Kaminsky, CEO of kWh Analytics, joins us to discuss the company’s $20M Series B fundraise and the emergence of climate insurance. We discuss what the fundraise means for the industry as a whole, why climate insurance hasn’t emerged yet and the challenges the insurance industry faces when in...
Ep189: Proposed Tariffs Add to Uncertainty for Solar Develop
Currents - April 01, 2022 05:00 - 18 minutes ★★★★★ - 113 ratingsAbigail Ross Hopper, president and CEO of the Solar Energy Industries Association, joins us to discuss what the potential anti-circumvention tariffs on cells and modules from Malaysia, Thailand, Vietnam and Cambodia. We talk about why we are in the midst of an investigation, how long the Departme...
Can Markets Digest Higher Rates and Higher Inflation?
Global Thinking - February 17, 2022 22:04 - 23 minutesIt is no surprise the last few months have been jarring for financial markets. The Fed, initially believing price spikes were short-term, were caught in an almost cartoon-like backpedal as inflation instead accelerated to a 40-year high. Now markets are on edge the Fed will tighten too much and ...
Ep188: Energy Storage Investment Tax Credits
Currents - February 09, 2022 05:00 - 17 minutes ★★★★★ - 113 ratingsKeith Martin, partner at Norton Rose Fulbright in Washington, joins us to discuss investment tax credits (ITCs) for energy storage and provide an update on the current tax equity market. We get into how current ITCs apply to energy storage, what happens if you have a battery that is only partiall...
Ep187: Freeing Energy with Bill Nussey
Currents - February 04, 2022 05:00 - 26 minutes ★★★★★ - 113 ratingsBill Nussey, founder and CEO of the Freeing Energy Project, joins us to discuss the shift to cleaner, cheaper energy. We discuss his new book, Freeing Energy, why he thinks local energy can be cheaper than electricity from the "big grid" and what the advantages are, the roles that natural gas, hy...
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