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.

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.  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

07-21
31:15

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.

06-20
39:06

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.   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

06-03
36:24

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.  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

04-16
34:32

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. 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

03-21
37:04

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. 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

03-03
44:19

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. 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

02-06
38:39

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. 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

11-26
37:08

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. 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.

11-05
39:05

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. 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

09-09
33:14

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.

08-30
27:23

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.

06-12
39:35

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.

05-01
41:36

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. 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

03-27
41:25

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.  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

02-29
36:54

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). 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

01-26
37:22

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.

11-02
25:50

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.

09-13
33:22

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.

06-22
37:36

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 Capital Partners, 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.

05-30
14:22

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