Inside Perspectives: An AGF Podcast Series

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 Stonehouse, Interim Chief Investment Officer, AGF Investments   Chapter 1: Market Resiliency Starts at 03:19 Our panel experts discuss how, despite a wide range of early‑year geopolitical developments and market‑moving headlines, investors have continued to participate actively and markets have generally remained stable. They highlight resiliency as a key theme they are observing across global equity markets so far this year.   Chapter 2: Geopolitical Hotspot – Venezuela Starts at 07:25 Our hosts share their observations on recent events in Venezuela and discuss how market participants have interpreted the situation. They note that although the headlines were significant, the direct market reaction—particularly in oil—was more muted than some expected, based on the information available at the time.    Chapter 3: Geopolitical Hotspot – Iran Starts at 11:20 Turning to Iran, our panel experts discuss why this region has drawn heightened investor attention. They outline factors that market participants are monitoring—such as regional tensions and potential implications for energy supply—while emphasizing that interpretations vary and outcomes remain uncertain.   Chapter 4: Geopolitical Hotspot – Greenland Starts at 14:23 Our hosts address recent discussions involving Greenland and describe how many observers have viewed the situation as largely political in nature. They note that recent announcements have been framed as "frameworks" rather than finalized agreements, and they outline how global policymakers and markets have responded so far.    Chapter 5: Trade Policy – Canada's Global Positioning Starts at 17:27 The conversation shifts to Canada's evolving trade activity. Our panel experts discuss recent international engagements by Canadian leadership, as well as ongoing efforts to improve domestic trade efficiency. They speak to how these developments may shape conversations around Canada's role in global commerce without drawing conclusions about future outcomes.   Chapter 6: Trade Policy – India–EU Discussions Starts at 22:58 Our hosts comment on the long‑running India–EU trade discussions, noting that recent announcements appear to represent early frameworks rather than final agreements. They explain that geopolitical relationships and economic considerations in both regions contribute to the complexity of moving such arrangements forward..    Chapter 7: Gold Starts at 26:15 Our panel experts discuss the recent rise in gold prices and share perspectives on what various market participants have cited as potential drivers, including diversification, currency considerations, and broad interest from different types of investors. They also acknowledge that gold's recent price movements have included periods of volatility.   Chapter 8: Japan Bonds Starts at 30:28 The discussion moves to Japan's bond market, where our hosts outline shifts that investors have been monitoring—such as changes in inflation trends, monetary policy signals, and currency dynamics. They explain that these developments have contributed to renewed attention on Japan's fixed‑income landscape.   Chapter 9: Artificial Intelligence Starts at 32:44 Our panel experts explore the ongoing interest in artificial intelligence as a theme within global markets. They discuss corporate earnings trends, adoption indicators and infrastructure considerations that continue to shape investor conversations, while noting that the AI landscape includes periodic volatility and evolving expectations.