AGF Investments Inc.
Inside Perspectives: An AGF Podcast Series
Thoughtful discussions on investing with AGF experts and special guests. Learn more about the opportunities and issues impacting global markets today.
Author
AGF Investments Inc.
Category
Podcast website
Latest episode
May 27, 2026
Where to listen?
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Episodes
Moving to the Beats: Why Corporate Earnings Growth is Anchoring Equity Markets 27.05.2026 18:47
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. 0...
Why Markets are Not a Well-Oiled Machine Right Now 19.03.2026 27:25
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.
Weathering an Avalanche of Market-Moving Events 04.02.2026 38:11
John and David welcome David Stonehouse, AGF Investments interim CIO, to discuss the resilience of financial markets in the face of heightened geopolitical activity so far this year. 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 Guest: David Stoneho...
6 Investment Themes and Sectors to Watch in 2026 05.12.2025 29:48
Strong results for equities and solid fixed income returns were the features of another favourable year for global financial markets, but can investors expect more of the same in 2026? This is Inside Perspectives "Shorts", a special edition podcast highlighting some of the themes and sectors that we believe will play a part in how the new year unfolds. Hosted By: DP: David Pett, Content Editor & P...
Canada's Major Project X-Factor 03.10.2025 26:04
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 Major Projects Office could be a much needed catalyst for the country's economy. Hosted By: DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series JC: John Christofilos, Chief Trading Officer, AGF Investments Guest: MA...
Remembering a Titan 21.07.2025 31:15
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 missed. Hosted By: DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Podcast Series JC: John Christofilos, Chief Trading Officer, AGF Investments GV: Greg Valliere , Chief U.S. Policy Strategist, AGF Investments
Hot Spots and Hot Commodities 20.06.2025 39:06
AGF Investments' Portfolio Manager Mike Archibald fills in for Kevin to discuss the geopolitical backdrop influencing oil, natural gas and gold prices with special guest AGF Investments' analyst Pulkit Sabharwal. John and David are impressed.
The Exceptional Case of Underperforming U.S. Markets 03.06.2025 36:24
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 Investments JC: John Christofilos, Chief Trading Officer, AGF Investments DP: David Pett, Content Editor & Producer, Inside Perspectives: An AGF Pod...
The Next 90 Days: What the Latest "Pause" on Tariffs Could Mean for Investors 16.04.2025 34:32
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 Investments JC: John Christofilos, Chief Trading...
Are You Experienced? 21.03.2025 37:04
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. Hosted By: KM: Kevin McCreadie, CEO and Chief Investment Officer, AGF Investments JC: John Christofilos, Chief Trading Officer, AGF Investments DP: David Pett, Content Editor & P...
Canada's Upcoming Election: Who Holds the Trump Card? 03.03.2025 44:19
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
A Deep Dive on A.I. 06.02.2025 38:39
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...
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