In this episode Rob joins Forstrong CEO and Chief Investment Officer, Tyler Mordy, to unpack the defining moments of 2024 and the forces shaping 2025. The past year was further evidence we are not in a traditional economic cycle. In the face of elevated volatility, geopolitical tensions, and a charged political landscape markets powered higher. Yet, amidst the chaos, two themes stood tall: the commanding influence of tech giants and the unexpected resilience of global economic growth.

Fast forward to 2025, and the drama continues—think Netflix-worthy twists. Trump 2.0 is shaking up the global order, reviving tariffs and hinting at economic annexation with Canada in the crosshairs. Meanwhile, Canada faces a leadership vacuum, a declared “productivity emergency”, and interest rate cuts that seem to be losing their punch. South of the border, U.S. equity valuations are flirting with new records as rate cuts may be postponed and government spending finally tightens. Globally, the stakes are just as high. China’s deflationary concerns are sending shockwaves through markets, while Europe grapples with pivotal elections that could redefine its economic trajectory.

This episode delivers sharp insights into these unfolding narratives, offering investors a lens to navigate a year where resilience and rivalry go hand in hand.

Chapters

00:00 2024 Review: A Year of Volatility

15:05 2025 Outlook: Key Themes and Trends

17:26 Political Landscape: Elections and Economic Policies

22:07 Trump 2.0: Implications for Canada and Global Trade

28:06 Global Economic Dynamics and the Role of the U.S.

30:28 Canada's Economic Challenges and Opportunities

32:15 The Impact of Interest Rates on Economic Growth

36:00 China's Economic Policy and Global Implications

42:04 Reflections: Documentaries and Personal Insights

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