In this episode of the Global Thinking podcast Rob sits down with Forstrong’s Lead Portfolio Manager, David Kletz, to tackle two of the biggest forces shaping markets today: trade policy and technology.

To start, they dive into the latest tariff turmoil, where Trump’s abrupt policy flip-flop left markets scrambling. What does this unpredictability mean for global trade and investor confidence? David breaks down the broader economic uncertainty and how investors can position themselves amid shifting geopolitical tensions.

To round it off the conversation turns to the tech sector, where DeepSeek rapid advancements sparked a major selloff in U.S. tech stocks raising questions about whether new leadership in artificial intelligence is emerging. Rob and David explore what this means for investors, sector rotations, and the future of innovation-driven market leadership.

Chapters

01:06 Market Reactions to AI Developments

03:11 Impact of Tariffs on Investment Strategies

06:52 Sector Analysis and Portfolio Protection

10:42 Opportunities in Global Markets

13:24 AI Developments and Market Implications

18:36 Interest Rates and Currency Volatility

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