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?

Could pipelines, shipping fleets and defence contractors become the market&rsquo;s next big winners?
Hosted by Michelle Martin with guest Swapnil Mishra, Author of&nbsp;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 &ldquo;old economy&rdquo; 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?

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.