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 of conviction in generating differentiated investment outcomes.
• Sticking to a process to tune out the distractions of the 24/7 news cycle.
• How corporate earnings and inflation could define the second half of 2026.

Guest:
John Porter, Chief Investment Officer, AGF Investments

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