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Artwork for Inside Perspectives: An AGF Podcast Series

Inside Perspectives: An AGF Podcast Series

AGF Investments Inc.
Artificial Intelligence
Oil
United States
Gold
Canada
Earnings Growth
Kevin Mccreadie
Natural Gas
Healthcare
AGF Investments
Stock Markets
Energy Prices
Bond Yields

Thoughtful discussions on investing with AGF experts and special guests. Learn more about the opportunities and issues impacting global markets today.

PublishesInfrequentlyEpisodes28Founded7 years ago
Number of ListenersCategories
ManagementInvestingBusiness

Listen to this Podcast

Artwork for Inside Perspectives: An AGF Podcast Series

Latest Episodes

John and David sit down with John Porter, AGF's new Chief Investment Officer, to learn more about his investment philosophy and get his thoughts on what the second half of 2026 might have in store for investors.

Key Takeaways:

• The importance ... more

YouTube

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 more

YouTube

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.

YouTube

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 Perspecti... more

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Recent Guests

John Porter
AGF's freshly minted Chief Investment Officer
AGF
Episode: Beyond the Noise: AGF's New CIO John Porter Talks Investing with Conviction
Mike Archibald
Portfolio Manager, AGF Investments
AGF Investments
Episode: Moving to the Beats: Why Corporate Earnings Growth is Anchoring Equity Markets
Richard Fisher
AGF portfolio manager
AGF
Episode: Why Markets are Not a Well-Oiled Machine Right Now
David Stonehouse
AGF's interim CIO, discussed geopolitical and market themes
AGF Investments
Episode: Weathering an Avalanche of Market-Moving Events
Grace Huang
AGF Investments Analyst
AGF Investments
Episode: 6 Investment Themes and Sectors to Watch in 2026
Ben Baldasaro
AGF Investments Analyst
AGF Investments
Episode: 6 Investment Themes and Sectors to Watch in 2026
John Kratochwil
AGF Investments Analyst
AGF Investments
Episode: 6 Investment Themes and Sectors to Watch in 2026
Pulkit Sabharwal
AGF Investments Analyst
AGF Investments
Episode: 6 Investment Themes and Sectors to Watch in 2026
Ling Han
AGF Investments Analyst
AGF Investments
Episode: 6 Investment Themes and Sectors to Watch in 2026

Hosts

David
Multiple episodes feature a David or Davids as hosts; these entries represent the primary show figure(s) with ties to AGF.
John
John appears across episodes guiding discussions and introducing guests.

Reviews

4.7 out of 5 stars from 19 ratings
  • Absolutely yes!!

    This is an absolute must listen. Insights are profound and prescient.

    Apple Podcasts
    5
    Saavvy Investor
    Canada7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests consistently provide actionable perspectives that translate into portfolio ideas and risk awareness.
Absolutely yes!! is a concise endorsement signifying strong value for listeners seeking timely market insights.
The show is praised for its depth and prescience in market analysis, which helps listeners stay ahead.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Beyond the Noise: AGF's New CIO John Porter Talks Investing with Conviction
Q: When you think about good asset management, what are the characteristics for you?
Porter emphasizes courage of convictions combined with flexibility to admit being wrong, plus a consistent, rigorous investment process and differentiated risk allocations to generate truly active outcomes.
Weathering an Avalanche of Market-Moving Events
Q: What are the dominant themes reshaping markets early this year?
Dominant themes include resiliency and high engagement in markets, solid earnings growth, ongoing easing and stimulus, and meaningful geopolitical and energy-related developments especially in oil, Russia/Ukraine spillovers, and Middle East tensions.
Moving to the Beats: Why Corporate Earnings Growth is Anchoring Equity Markets
Q: How are you positioning portfolios to capture growth while mitigating risk?
The strategy emphasizes duration-driven themes, including AI, supply chain, and diversified exposure (energy, financials, industrials) with a focus on market leadership and management quality to sustain growth and pricing power.
Moving to the Beats: Why Corporate Earnings Growth is Anchoring Equity Markets
Q: What are the main risks to watch over the next few months?
The two biggest risks identified are energy prices and the recent move in bond yields, with energy acting as a cost pass-through and higher yields potentially weighing on equities; however, inflation hasn't re-spiked to crisis levels and central banks remain a buffer.
Moving to the Beats: Why Corporate Earnings Growth is Anchoring Equity Markets
Q: Has earnings guidance changed your view on how long this growth can continue?
He notes guidance has surprised to the upside, driven by technology and AI-related areas, but cautions that sustainable mid-20s growth is unlikely; the near-term runway remains constructive through year-end with rising estimates for Q2 and Q3.

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The show features thoughtful conversations about investing, with AGF experts and guest analysts unpacking how macro forces, earnings momentum, and sector dynamics shape global markets. Across recent episodes, topics span AI-driven growth, energy and commodity cycles, gold as a hedge, geopolitical risks, and portfolio construction strategies for growth-oriented investors. A notable strength is the blend of technical market analysis with real-time policy and geopolitical context, often framed with approachable anecdotes and a practical edge for active investors. Guests are typically senior AGF professionals or external market thinkers, providing actionable insights for portfolio positioning in a complex macro environment.

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1. Capital Ideas podcast
2. The Jon Gordon Podcast
3. The Ultimate Human with Gary Brecka

How many episodes of this podcast are there?

this podcast launched 7 years ago and published 28 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. John Porter
2. Mike Archibald
3. Richard Fisher
4. David Stonehouse
5. Grace Huang
6. Ben Baldasaro
7. John Kratochwil
8. Pulkit Sabharwal

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