2026 Ep.1: Geopolitics and Portfolio Positioning
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2026 Ep.1: Geopolitics and Portfolio Positioning
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(Recorded 22 Jan 2026) In the debut episode of the Capital and Context Podcast, host Mark Insley sits down with Sam Hallett to dissect the complex intersection of global flashpoints and investment strategy. From the potential for a "Greenland Gambit" to the high stakes of the Taiwan Strait, we explore how macro-events dictate micro-movements in a multi-asset portfolio.
In This Episode:
The New Geopolitical Map: Why Venezuela and Greenland are becoming critical variables for long-term investors.
The Taiwan Factor: Navigating the most sensitive tech and trade corridor in the world.
The India Opportunity: Analyzing India's role as a primary driver for multi-asset diversification.
US Midterm Elections: What a shifting political landscape in Washington means for market volatility.
Portfolio Positioning: Practical strategies for diversifying against geopolitical tail risks.