Inside Perspectives: An AGF Podcast Series

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

Hosted By:
KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments
JC: John Christofilos, Chief Trading Officer, AGF Investments
DP: David Pett, Editor, AGF Perspectives

Guest:
GV: Greg Valliere, Chief U.S. Policy Strategist, AGF Investments

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).

Hosted By:
KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments
JC: John Christofilos, Chief Trading Officer, AGF Investments
DP: David Pett, Editor, AGF Perspectives

Guest:
RC: Regina Chi, Portfolio Manager, AGF Investments

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.

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.

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.

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.

For a transcript of each episode in this three-part series on private capital, please visit agf.com/podcast, and don't forget to subscribe to hear more from us at Apple Podcast, Spotify, Google Play Music, Stitcher, Podcast Attic, and Pocket Casts.

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. 

Ok, that brings round two to a close. To hear the rest of the conversation with Kevin, Ash and Robert, round three of our Private Capital series is now available at AGF.com/podcasts or by subscribing to Apple Podcast, Spotify, Google Play Music, Stitcher, Podcast Attic, and Pocket Casts.

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. 

To hear more from Kevin, Ash and Robert, round two of our private capital series is now available at AGF.com/podcasts or by subscribing to Apple Podcast, Spotify, Google Play Music, Stitcher, Podcast Attic, and Pocket Casts.

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.

In this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer welcomes AGF Portfolio Manager Martin Grosskopf to discuss a mounting political backlash against ESG and what it means for 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 potential crisis facing some of the West’s most successful democracies and the impact that could have on financial markets going forward.

Geopolitical tensions in Eastern Europe and the Asia-Pacific region have unsettled markets this year, but investors may end up facing more instability going forward. 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 Russia’s ongoing invasion of Ukraine and China’s mounting aggression towards Taiwan.

On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer welcomes special guest General Andrew Leslie to discuss the potential market implications of a war that threatens to upend existing power dynamics around the world.

On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer welcomes David Stonehouse, AGF Head of North American and Speciality Investments. And Tom Nakamura, Currency Strategist, and Co-Head of Fixed Income. To discuss the constructing of fixed-income portfolio in an economic climate, increasingly defined by the prospects of tighter monetary policy ahead.

On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and chief investment officer, welcomes AGF portfolio manager, Regina Chi, and Keith Abell of the US National Committee on US China relations, to discuss how China’s geopolitical stance and economic initiatives are influencing global markets, and making investors uneasy.