Summary
Verse Wealth’s Sam Powderly sits down with Tom Schubert, CEO at Drummond Capital Partners, for a timely market update — unpacking recent volatility, global events, and what investors should keep an eye on as we move through 2026.
In this update, they discuss:
• How markets have responded to recent geopolitical tensions — and why the reaction has been more measured than headlines suggest
• The strong start to the year and recent pullback across US and Australian equities
• Oil prices, inflation & interest rates — and how rising energy costs are flowing through to markets
• Tech and AI sentiment shifts — and how changing expectations are contributing to market repricing
• Why the global economy is less sensitive to oil shocks than in previous decades
• Key risks to watch in 2026 — including the potential for escalation or prolonged disruption to global supply
• Australia’s outlook — recent RBA rate hikes, persistent inflation, and structural challenges
• Why staying patient matters — and the importance of focusing on long-term fundamentals
A clear, high-level market conversation designed to cut through the noise and keep things in perspective.
