Inside Perspectives: An AGF Podcast Series

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.

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.

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. Hosted By:DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series Guests: Grace Huang, Senior Analyst, AGF Investments Ben Baldasaro, Fixed Income Associate, AGF Investments John Kratochwil, Senior Analyst, AGF Investments Pulkit Sabharwal, Analyst, AGF Investments Ling Han, Analyst, AGF Investments Marissa Heinze, Fixed Income Associate, AGF Investments Renato Monzon, Analyst, AGF Investments Abhishek Ashok, Analyst, AGF Investments Henry Kwok, Senior Analyst, AGF Investments   Chapter 1: Artificial Intelligence Starts at 00:39 Artificial intelligence has been the investment theme of choice for investors in recent years, but heading into 2026, some investors believe the risk of a correction is growing. AGF Investments analysts Grace Huang and Ben Baldasaro talk about navigating potential opportunities as the AI theme continues to evolve in the new year.   Chapter 2: Gold Starts at 05:09 Gold raised to new all time highs in 2025, and seems to be on the radar of almost every investor heading into the New Year. AGF Investments analyst John Kratochwil talks about what's fuelling the momentum and whether it's fair to expect the rally to continue.    Chapter 3: Energy Starts at 09:24 Energy stocks were decidedly unloved in 2025, primarily as oil prices fell on oversupply fears and tariff induced threats of a weakening economy. AGF Investments analyst Pulkit Sabharwal talks about what could turn the tide in 2026.    Chapter 4: Healthcare Starts at 14:02 The health care sector was beset by more policy uncertainty in 2025. AGF Investments analysts Ling Han and Marissa Heinze talk about why it may be set for a recovery in 2026.    Chapter 5: Defense Starts at 18:52 In sports it's often said that a good offense is a good defense. But is the same now true in equity markets? AGF Investments analyst Renato Monzon discusses why the appetite for defense stocks is expected to grow in 2026.    Chapter 6: Consumer Staples and Discretionary Starts at 22:03 The U.S. consumer is anything but easy to define these days. AGF investments analysts Abhishek Ashok and Henry Kwok discuss how dynamic consumption trends are impacting both consumer staples and consumer discretionary stocks.