Inside Perspectives: An AGF Podcast Series
Inside Perspectives: An AGF Podcast Series
AGF Investments
Thoughtful discussions on investing with AGF experts and special guests. Learn more about the opportunities and issues impacting global markets today.
War in the Middle East and the Potential Threat to Markets
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.
Nov 2, 2023
25 min
How Does the Ukraine War End?
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.
Sep 13, 2023
33 min
Why Investors Need to Keep the Ukraine War on Their Worry List
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.
Jun 22, 2023
37 min
Private Capital: What Does the Future Hold?
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.
May 30, 2023
14 min
Private Capital: How a Good Manager Makes All the Difference
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.
May 30, 2023
24 min
Private Capital: Why Patience Can Be a Virtue
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.
May 30, 2023
32 min
One Year and Counting: Assessing the Ongoing Market Impact of the Ukraine War
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.  
Feb 16, 2023
26 min
The Politics of ESG Investing
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.
Dec 5, 2022
27 min
Planes, Trains and the Market Impact of Political Dysfunction in the West
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.
Nov 7, 2022
35 min
What China Wants (and What the World Wants from China)
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.
Sep 19, 2022
31 min
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