Global Thinking

Publicly listed emails

info@forstrong.com

rduncan@forstrong.com

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Bonds, Bad News and Bull Markets

October 07, 2026

Bond yields are surging. Oil prices remain elevated. Tariffs, geopolitics and inflation continue to dominate the headlines. Investors are stressed. And yet, the bull market keeps going.   So what exactly are investors supposed to make of all this?   In this episode of the Global Thinking Podcast host, Rob Duncan, sits down with Forstrong  CIO, Tyler Mordy, to separate the signals that matter from the headlines that don't.   They tackle the return of 5% bond yields, why today's interest rates ...

Signal or Noise? Staying Cool in a Hot Money World

August 13, 2026

A young hedge fund manager built his entire investment thesis around one idea: artificial intelligence would reshape the world. His conviction was so strong he named his fund Situational Awareness. For a while, it looked brilliant. Then reality intervened. What does that teach investors today? In this episode of the Global Thinking Podcast, Rob Duncan sits down with Forstrong CEO and CIO Tyler Mordy to discuss his latest paper, Situational Unawareness: Staying Cool in a Hot Money World, and w...

The Great Rebuilding: Why the World Is Changing Faster Than Markets Realize

June 26, 2026

In this episode of the Global Thinking Podcast, Rob Duncan sits down with Forstrong CEO and CIO, Tyler Mordy, to unpack one of the biggest investment themes of 2026: The Great Rebuilding.   While investors have spent the year reacting to wars, tariffs, inflation scares, and shifting central bank expectations, Tyler argues these aren't isolated events. They're all part of a much larger transformation taking place beneath the surface of the global economy.   From rebuilding supply chains an...

Marc To Markets · Medium booking difficulty · 100 - 1,000 listeners

How do I get in touch with Global Thinking?

Global Thinking is hosted by Rob Duncan. Its publicly listed emails are info@forstrong.com and rduncan@forstrong.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Global Thinking?

The publicly listed emails for Global Thinking: info@forstrong.com and rduncan@forstrong.com.

How many listeners does Global Thinking have?

Podseeker estimates Global Thinking reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Global Thinking?

Global Thinking typically books industry leaders. Typical guest background: Senior investment professionals and economists (e.g., CIO/CEO, Chief Economist, or lead portfolio managers) who can connect macro/geo factors to market implications and personal wealth/portfolio decisions. Common among recent guests: Leadership roles in asset management or financial institutions; Published or recognized expertise in global macro, economics, and markets; Frequent public speaking or thought leadership on investment themes. Recent guests include Tyler Mordy, Sbastien Mc Mahon, and David Kletz.

How hard is it to get booked on Global Thinking?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Global Thinking cover?

Recent episodes cover Global Macro, Investing, Geopolitics, Economics, and Personal Finance. Pitch an idea tied to one of these topics and mention a recent episode.