Feb. 4, 2026

When the world shifts: Geopolitics

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From wars and sanctions to trade disruptions and surprise political events, global markets react quickly to uncertainty.

In this episode of The Free Lunch Podcast, Greg and Colin walk through decades of data on geopolitical shocks, what typically drives market drawdowns, how long recoveries tend to take, and why most sell-offs fade faster than headlines suggest.

They also explore what these events mean specifically for Canadian investors, including impacts on oil, the dollar, and global portfolios.