Inside Perspectives: An AGF Podcast Series

John and David preview the US mid-term elections with Henrietta Treyz, Co-Founder and Director of Economic Policy at Veda Partners. Guest:Henrietta Treyz, Co-Founder and Director of Economic Policy, Veda Partners 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

John and David sit down with Steve Way, Head of Global & Emerging Market Equities at AGF Investments, to discuss how investors can navigate record bull markets. Guest:Stephen Way, Head of Global & Emerging Markets Equities, AGF Investments 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

John and David sit down with John Porter, AGF's new Chief Investment Officer, to learn more about his investment philosophy and get his thoughts on what the second half of 2026 might have in store for investors.  Key Takeaways: The importance of conviction in generating differentiated investment outcomes. Sticking to a process to tune out the distractions of the 24/7 news cycle. How corporate earnings and inflation could define the second half of 2026. Guest:John Porter, Chief Investment Officer, AGF Investments 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

David discusses another impressive earnings season with guest Mike Archibald. John takes a well-deserved break. Hosted By:David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series Jonathan Prias, Recording & Post‑Production Guest:Mike Archibald, Portfolio Manager, AGF Investments Chapters: 00:00 Introduction - Episode opening and guest introduction with Mike Archibald. 02:18 Earnings & Market Backdrop - Strong Q1 earnings and overall market setup. 03:14 Broad Market Growth - Drivers of earnings strength across sectors beyond AI. 05:54 Markets vs Headlines - Why markets remain resilient despite geopolitical concerns. 08:14 Earnings Outlook - Forward guidance and expectations for continued growth. 10:17 Key Risks - Energy prices, inflation, and rising bond yields. 13:01 Investing Strategy - Portfolio construction, AI exposure, and opportunity set. 16:24 Closing Remarks - Final thoughts and wrap-up. 16:40 Disclaimer - Important information regarding this broadcast.

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.