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Could pipelines, shipping fleets and defence contractors become the market’s next big winners?

Hosted by Michelle Martin with guest Swapnil Mishra, Author of Investing for the Clueless, Reckless and Overly Cautious, this episode explores how the Trump-Xi meeting, the Xi-Putin summit and rising geopolitical tensions are reshaping investment flows worldwide.

Michelle and Swapnil unpack why investors are suddenly paying attention to “old economy” sectors like energy transport, logistics and defence - and how AI infrastructure demand is unexpectedly reviving interest in pipelines and natural gas.

They also examine whether shipping disruptions, sanctions risks and a fragmented global order could create long-term winners beyond Big Tech.

If geopolitics is becoming a permanent market force, what should retail investors rethink about their portfolios?

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