Inside Perspectives: An AGF Podcast Series

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.

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. Hosted By:David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series John Christofilos, Chief Trading Officer, AGF Investments Jonathan Prias, Recording & Post‑Production Guest:David Stonehouse, Interim Chief Investment Officer, AGF Investments   Chapter 1: Market Resiliency Starts at 03:19 Our panel experts discuss how, despite a wide range of early‑year geopolitical developments and market‑moving headlines, investors have continued to participate actively and markets have generally remained stable. They highlight resiliency as a key theme they are observing across global equity markets so far this year.   Chapter 2: Geopolitical Hotspot – Venezuela Starts at 07:25 Our hosts share their observations on recent events in Venezuela and discuss how market participants have interpreted the situation. They note that although the headlines were significant, the direct market reaction—particularly in oil—was more muted than some expected, based on the information available at the time.    Chapter 3: Geopolitical Hotspot – Iran Starts at 11:20 Turning to Iran, our panel experts discuss why this region has drawn heightened investor attention. They outline factors that market participants are monitoring—such as regional tensions and potential implications for energy supply—while emphasizing that interpretations vary and outcomes remain uncertain.   Chapter 4: Geopolitical Hotspot – Greenland Starts at 14:23 Our hosts address recent discussions involving Greenland and describe how many observers have viewed the situation as largely political in nature. They note that recent announcements have been framed as "frameworks" rather than finalized agreements, and they outline how global policymakers and markets have responded so far.    Chapter 5: Trade Policy – Canada's Global Positioning Starts at 17:27 The conversation shifts to Canada's evolving trade activity. Our panel experts discuss recent international engagements by Canadian leadership, as well as ongoing efforts to improve domestic trade efficiency. They speak to how these developments may shape conversations around Canada's role in global commerce without drawing conclusions about future outcomes.   Chapter 6: Trade Policy – India–EU Discussions Starts at 22:58 Our hosts comment on the long‑running India–EU trade discussions, noting that recent announcements appear to represent early frameworks rather than final agreements. They explain that geopolitical relationships and economic considerations in both regions contribute to the complexity of moving such arrangements forward..    Chapter 7: Gold Starts at 26:15 Our panel experts discuss the recent rise in gold prices and share perspectives on what various market participants have cited as potential drivers, including diversification, currency considerations, and broad interest from different types of investors. They also acknowledge that gold's recent price movements have included periods of volatility.   Chapter 8: Japan Bonds Starts at 30:28 The discussion moves to Japan's bond market, where our hosts outline shifts that investors have been monitoring—such as changes in inflation trends, monetary policy signals, and currency dynamics. They explain that these developments have contributed to renewed attention on Japan's fixed‑income landscape.   Chapter 9: Artificial Intelligence Starts at 32:44 Our panel experts explore the ongoing interest in artificial intelligence as a theme within global markets. They discuss corporate earnings trends, adoption indicators and infrastructure considerations that continue to shape investor conversations, while noting that the AI landscape includes periodic volatility and evolving expectations.

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. Hosted By:DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series JC: John Christofilos, Chief Trading Officer, AGF Investments Guest:MA: Mike Archibald, Portfolio Manager, AGF Investments

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.  Hosted By:DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series JC: John Christofilos, Chief Trading Officer, AGF Investments GV: Greg Valliere, Chief U.S. Policy Strategist, AGF Investments

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.

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.   Hosted By:KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series Guest:TN: Tom Nakamura, Head of Fixed Income and Currencies, AGF Investments

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.  Hosted By:KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series Guest:GV: Greg Valliere, Chief U.S. Policy Strategist, AGF Investments

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. Hosted By:KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series Guest:SW: Steve Way, SVP and Head of Global & Emerging Markets Equities

Kevin, John and David count the days until the next federal election with political commentator Scott Reid. Speaker key: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments JC: John Christofilos, Chief Trading Officer, AGF Investments DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series Guest: SR: Scott Reid, Principal, Feschuk Reid

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. Speaker key: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments JC: John Christofilos, Chief Trading Officer, AGF Investments DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series Guest: AK: Auritro Kundu, Portfolio Manager, AGF Investments

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. Speaker key: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments Inc. JC: John Christofilos, Chief Trading Officer, AGF Investments Inc. DP: David Pett, Editor, AGF Perspectives. Guest: SR: Scott Reid, Principal, Feschuk Reid

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. Hosted By:KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments Inc.JC: John Christofilos, Chief Trading Officer, AGF Investments Inc.DP: David Pett, Editor, AGF Perspectives Guest:DS: David Stonehouse, Head of North American and Specialty Investments, AGF Investments Inc.

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. Hosted By:KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Editor, AGF Perspectives Guest:GV: Greg Valliere, Chief U.S. Policy Strategist, AGF Investments

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.

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.

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.

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. Hosted By:KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: David Pett, Editor, AGF Perspectives Guest:DC: Dillon Culhane, Co-Portfolio Manager*, AGF Investments   *Pending regulatory approval

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 InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: 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 InvestmentsJC: John Christofilos, Chief Trading Officer, AGF InvestmentsDP: 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.