In this episode of the Global Thinking Podcast, Rob Duncan is joined by Forstrong CEO and CIO, Tyler Mordy, to unpack a market that refuses to send a single, clear signal. Equity markets are strong, yet risks are building — a Split-Screen World where optimism and fragility coexist.
Tyler provides some insight into the annual Forstrong Super Trends report, Double Vision. From recession risk and cracks in credit to AI's gap between investment and earnings. The conversation then shifts to the bigger forces shaping 2026: the rise of fiscal dominance, the return of the real economy, and the broadening of market leadership beyond the United States.
They explore why international and emerging markets are gaining relevance, how AI's next phase is about productivity rather than hype, and why traditional safe havens no longer behave the way investors expect. The result is a clear-eyed discussion focused on where risk is being mispriced — and where opportunity may be quietly building for 2026.
A must-listen for investors navigating markets that look healthy on the surface, but far more complex underneath. Listen hear or access the full report below.
Forstrong Super Trends 2026: Double Vision
Chapters
00:00 Introduction to Global Thinking Podcast
02:18 Understanding the Split Screen World
04:50 Risks in a K-Shaped Economy
08:15 The Shift from Monetary to Fiscal Policy
12:36 Global Rotation in Market Leadership
18:13 AI's Second Act: From Hype to Productivity
21:43 The Revenge of the Real Economy
25:41 Currency Cold War and Safe Haven Shakeup
30:17 Investment Strategies for 2026
Disclosures: https://forstrong.com/disclosures/
Global Thinking Podcast Series - https://forstrong.com/podcast/
Global Thinking Insights - https://forstrong.com/insights/
Who is Forstrong Global - https://forstrong.com/who-we-are/
Ask Forstrong - https://forstrong.com/category/ask-forstrong/
Invest With Us - https://forstrong.com/invest-with-us/
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For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com
