Inside Perspectives: An AGF Podcast Series
Episodes
Why Markets are Not a Well-Oiled Machine Right Now
19 Mar 2026
Contributed by Lukas
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 ...
Weathering an Avalanche of Market-Moving Events
04 Feb 2026
Contributed by Lukas
John and David welcome David Stonehouse, AGF Investments interim CIO, to discuss the resilience of financial markets in the face of heightened geopoli...
6 Investment Themes and Sectors To Watch in 2026
05 Dec 2025
Contributed by Lukas
Strong results for equities and solid fixed income returns were the features of another favourable year for global financial markets, but can investor...
Canada's Major Project X-Factor
03 Oct 2025
Contributed by Lukas
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 M...
Remembering a Titan
21 Jul 2025
Contributed by Lukas
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 ...
Hot Spots and Hot Commodities
20 Jun 2025
Contributed by Lukas
AGF Investments' Portfolio Manager Mike Archibald fills in for Kevin to discuss the geopolitical backdrop influencing oil, natural gas and gold prices...
The Exceptional Case of Underperforming U.S. Markets
03 Jun 2025
Contributed by Lukas
Tom Nakamura, AGF Investments' Head of Fixed Income and Currencies, joins Kevin, John and David to discuss why global diversification is a hot topic a...
The Next 90 Days: What the Latest "Pause" on Tariffs Could Mean for Investors
16 Apr 2025
Contributed by Lukas
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...
Are You Experienced?
21 Mar 2025
Contributed by Lukas
Kevin, John, and David are joined by AGF Portfolio Manager Steve Way to discuss lessons learned navigating through difficult times and what the past c...
Canada’s Upcoming Election: Who Holds the Trump Card?
03 Mar 2025
Contributed by Lukas
Kevin, John and David count the days until the next federal election with political commentator Scott Reid. Speaker key: KM: Kevin McCreadie, CEO and...
A Deep Dive on A.I.
06 Feb 2025
Contributed by Lukas
Kevin, John and David kick off Season 6 by welcoming AGF Investments Portfolio Manager Auritro Kundu back to the show. A real conversation on artifici...
Why Canada’s Looming Election Could Be a Market Mover in 2025
26 Nov 2024
Contributed by Lukas
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...
How Low Can Interest Rates Go?
05 Nov 2024
Contributed by Lukas
Kevin, John and David welcome David Stonehouse, AGF Investment Inc.‘s Head of North American and Specialty Investments, to help explain why recent i...
Why a Tight U.S. Presidential Race May Not Be Good for Investors
09 Sep 2024
Contributed by Lukas
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 n...
Why AI Stocks Are the New Staples for Investors
30 Aug 2024
Contributed by Lukas
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...
What To Make of Canada’s Equity Market
12 Jun 2024
Contributed by Lukas
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 t...
How To Find Stability in Times of Heightened Market Volatility
01 May 2024
Contributed by Lukas
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 con...
Thinking Differently About Equity Markets
27 Mar 2024
Contributed by Lukas
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....
Biden Versus Trump II: An Investor's Guide to the U.S. Election
29 Feb 2024
Contributed by Lukas
Kevin, John and David get into the potential market ramifications of the U.S. presidential election with guest Greg Valliere. Hosted By: KM: Kevin M...
Why Geopolitics May Be the Most Important Focus of Investors in 2024
26 Jan 2024
Contributed by Lukas
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). Hos...
War in the Middle East and the Potential Threat to Markets
02 Nov 2023
Contributed by Lukas
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 re...
How Does the Ukraine War End?
13 Sep 2023
Contributed by Lukas
The Ukraine War continues to grind on, seemingly with no end in sight. On this episode of Inside Perspectives, Kevin McCreadie welcomes back Greg Vall...