How I'm Investing in 2026 (What If I'm Wrong?)
Neil Woodford predicted Trump's second year would be calmer. But in January alone, Venezuela's President Nicolás Maduro has been captured, there's been talk of Greenland and Canada annexation, and Taiwan tensions continue to escalate – he was wrong. Yet his strategies still beat the market. What can we learn from Neil's way of thinking?
In this episode of Noise Cancelling, we dig into the psychology of being wrong as an investor, when to hold your nerve vs pivot your strategy, and what could actually happen to your portfolio if geopolitical tensions escalate further in 2026.
We cover:
- Why Neil's geopolitical predictions didn't play out
- The psychology of changing course vs staying the course
- How to know when you're wrong vs just early
- What happens if Trump actually moves on Greenland or Canada
- Taiwan, TSMC and the semiconductor risk
- Russia, Ukraine and the energy implications
- Middle East scenarios and oil price impacts
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