{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Desensitized and Diversified: Investing Through Policy Whiplash","description":"In this episode of the Global Thinking Podcast, host Rob Duncan sits down with Forstrong Portfolio Manager, Terry Shaunessy, to unpack how investors are navigating a world where political theatrics, including Trump\u2019s tariff flip-flops, no longer move markets like they used to. They explore why the U.S. may need to consider a GST-style tax, why service-based economies could be the next big growth engine, and how market strategies need to adapt to volatility fatigue. The conversation also dives into the Canadian economic puzzle: a stable banking sector weighed down by real estate drag and stagnant productivity. Meanwhile, global markets are showing signs of normalization, and gold continues its quiet rally as a store of value. It's a wide-ranging, timely discussion that blends macro insight with practical takeaways, ideal for investors trying to keep their footing through the policy-induced whiplash of today\u2019s markets. &amp;nbsp; Chapters 00:00 Introduction to Global Thinking Podcast 01:06 Insights from Terry on Global Markets 02:19 The Impact of Tariffs and Trump's Policies 08:43 Market Reactions and Economic Signals 12:51 The Future of U.S. Markets and Economic Growth 20:06 Analyzing the Canadian Economy and Investment Opportunities 24:04 Final Thoughts on Economic Outlook and Gold Investment &amp;nbsp; Disclosures: https:\/\/forstrong.com\/disclosures\/ &amp;nbsp;&amp;nbsp; Global Thinking Podcast Series - https:\/\/forstrong.com\/podcast\/ &amp;nbsp;&amp;nbsp; Global Thinking Insights - https:\/\/forstrong.com\/insights\/ &amp;nbsp;&amp;nbsp; Who is Forstrong Global - https:\/\/forstrong.com\/who-we-are\/ &amp;nbsp;&amp;nbsp; Ask Forstrong - https:\/\/forstrong.com\/category\/ask-forstrong\/ &amp;nbsp;&amp;nbsp; Invest With Us - https:\/\/forstrong.com\/invest-with-us\/ &amp;nbsp; Thank for you listening, please considering leaving a review and subscribing for future episodes. For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com &amp;nbsp; &amp;nbsp; &amp;nbsp; ","author_name":"Global Thinking","author_url":"http:\/\/forstrong.libsyn.com\/website","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/36852330\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/content\/189209585"}