AGF Podcast Series

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

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

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.

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.

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.

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 Private Capital, 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.

In part two of a three-part series, Kevin McCreadie, AGF's CEO and Chief Investment Officer weighs in on the opportunities and risks of investing in private capital with special guests Ash Lawrence, head of AGF Private Capital, and Robert Olsen, Partner, Vice Chair and Private Equity Leader at Deloitte Canada.  Ok, that brings round two to a close. To hear the rest of the conversation with Kevin, Ash and Robert, round three of our Private Capital series is now available at AGF.com/podcasts or by subscribing to Apple Podcast, Spotify, Google Play Music, Stitcher, Podcast Attic, and Pocket Casts.

In part one of a three-part series, Kevin McCreadie, AGF's CEO and Chief Investment Officer discusses the current landscape for investing in private capital with special guests Ash Lawrence, head of AGF Private Capital, and Robert Olsen, Partner, Vice Chair and Private Equity Leader at Deloitte Canada.  To hear more from Kevin, Ash and Robert, round two of our private capital series is now available at AGF.com/podcasts or by subscribing to Apple Podcast, Spotify, Google Play Music, Stitcher, Podcast Attic, and Pocket Casts.

On this episode of Inside Perspectives, Kevin McCreadie, AGF's CEO and Chief Investment Officer welcomes back Greg Valliere, AGF's Chief U.S. Policy Strategist and special guest General Andrew Leslie to discuss the implications of a war that continues to rage with no end in sight.  

In this episode of Inside Perspectives, Kevin McCreadie, AGF's CEO and Chief Investment Officer welcomes AGF Portfolio Manager Martin Grosskopf to discuss a mounting political backlash against ESG and what it means for investors.

On this episode of Inside Perspectives, Kevin McCreadie, AGF's CEO and Chief Investment Officer welcomes back Greg Valliere, AGF's Chief U.S. Policy Strategist and special guest General Andrew Leslie to discuss the potential crisis facing some of the West's most successful democracies and the impact that could have on financial markets going forward.

On this episode of Inside Perspectives, Kevin McCreadie AGF's CEO and Chief Investment Officer is joined by AGF Portfolio Manager Regina Chi and special guest General Andrew Leslie to talk about China's growing influence on the geopolitical landscape today.

Geopolitical tensions in Eastern Europe and the Asia-Pacific region have unsettled markets this year, but investors may end up facing more instability going forward. On this episode of Inside Perspectives, Kevin McCreadie, AGF's CEO and Chief Investment Officer welcomes back Greg Valliere, AGF's Chief U.S. Policy Strategist and special guest General Andrew Leslie to discuss Russia's ongoing invasion of Ukraine and China's mounting aggression towards Taiwan.

On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer welcomes special guest General Andrew Leslie to discuss the potential market implications of a war that threatens to upend existing power dynamics around the world.

On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer welcomes David Stonehouse, AGF Head of North American and Speciality Investments. And Tom Nakamura, Currency Strategist, and Co-Head of Fixed Income. To discuss the constructing of fixed-income portfolio in an economic climate, increasingly defined by the prospects of tighter monetary policy ahead.

On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and chief investment officer, welcomes AGF portfolio manager, Regina Chi, and Keith Abell of the US National Committee on US China relations, to discuss how China's geopolitical stance and economic initiatives are influencing global markets, and making investors uneasy.

To have or not to have. That's the question facing investors now that some governments and central banks around the world are actively pursuing policies to create a more equitable society. On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer, welcomes back Greg Valliere, AGF's Chief US Policy Strategist, and David Stonehouse, AGF's Head of North American and Specialty Investments, to discuss the market implications of engineering an inclusive form of economic growth.

On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and chief investment officer, discusses some of the nuances of allocating to alts with Jane Buchan, CEO of Martlet Asset Management, and Bill DeRoche, the head of AGFiQ Alternative Strategies.

On this episode of Inside Perspectives, Kevin McCreadie, AGF's CEO and Chief Investment Officer, welcomes back Greg Valliere, AGF's Chief US Policy Strategist, and AGF's Portfolio Manager, Regina Chi, to discuss market implications of a relationship that remains fully of friction and fraught with frustration.

On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer, is joined by AGF’s Chief Trader, John Christofilos, as well as Portfolio Manager, Steve Bonnyman and Analyst, Dillon Culhane, to discuss how their particular roles have been affected and what it could mean for investment management, going forward.

On this special episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer, hosts a panel discussion on how the COVID-19 pandemic has impacted women over the past year and what all of us can learn from the experience.

On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and Chief Investment Officer, is joined by Bill DeRoche, the head of AGFiQ Alternative Strategies, and Ryan Dunfield, the founder and CEO of the SAF Group, to discuss the growing importance of alternative asset classes and strategies and how to decide which ones may be right for your portfolio.

 On this episode of Inside Perspectives, Kevin McCreadie, AGF CEO and chief investment officer, welcomes back Greg Valliere, AGF’s chief US policy strategist to discuss the changing political landscape in Washington and what investors should expect over the next presidential cycle.

On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and Chief Investment Officer, welcomes David Stonehouse, AGF’s Head of North American and Specialty Investments, to discuss the potential impact that today’s highly accommodative monetary and fiscal policies will have on the economy and markets going forward.

On this episode of Inside Perspectives, Kevin McCreadie, AGF’s CEO and chief investment officer welcomes AGF equity analyst Auritro Kundu to discuss tech’s role during the pandemic and the innovations that will continue to influence the global economy in its wake.

On this episode of Inside Perspectives, Kevin McCreadie, AGF's CEO and Chief Investment Officer, welcomes Greg Valliere, AGF's Chief US Policy Strategist, and John Christofilos, AGF's Chief Trading Officer, to discuss the ins and outs of working from home and managing money in the unprecedented times.

On this episode of the podcast, Kevin McCreadie, AGF’s CEO and Chief Investment Officer, welcomes Judy Goldring, AGF’s President and Head of Global Distribution, to discuss how progressive corporate governance can effect change, and the role that investors play in demanding a more diverse and equal workplace.

On this episode of the podcast, Kevin McCreadie, AGF’s CEO and Chief Investment Officer, welcomes AGF analyst, Auritro Kundu, to discuss the ins and outs of investing in the tech sector and the potential implications that advances in technology have on firms across all industries.

On this episode of the podcast, Kevin McCreadie, AGF CEO and chief investment officer, is joined by AGF’s head trader, John Christofilos, to talk about the current trading environment and the opportunities and risks associated with it.

On this episode of the podcast, Kevin McCreadie, AGF’s CEO and Chief Investment Officer, welcomes Greg Valliere, AGF’s Chief U.S. Policy Strategist, to discuss the race for the White House and what’s at stake for investors in the coming months.

On this episode of the podcast, Kevin McCreadie, AGF’s CEO and Chief Investment Officer is joined by Regina Chi, lead portfolio manager of AGF’s emerging market equity strategies to discuss the opportunities and risks of investing in the developing world today.