March Market Recap: Volatility, War Headlines, and What Actually Moves Your Portfolio
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March Market Recap: Volatility, War Headlines, and What Actually Moves Your Portfolio
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概要
March was a rough month for markets — and it came with a lot of noise. Tariffs, geopolitical tension, and a sharp sell-off in tech had a lot of investors watching their portfolios and wondering what to do.
In this episode, Wheeler and Colin walk through exactly what happened in March 2026: where markets landed, which sectors got hit hardest, and why the headlines you were reading probably weren't the real story. They dig into the relationship between AI infrastructure spending and the tech correction, what historical parallels actually tell us about moments like this, and why permanent loss of capital looks nothing like a market drawdown.
They also make the case for something that's harder than it sounds: not logging in.
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- YouTube: https://www.youtube.com/@CompoundGrowthPodcast
- TikTok: http://www.tiktok.com/@compoundgrowthpod
- Wheeler’s LinkedIn: https://www.linkedin.com/in/wheeler-crowley-0a63933b/
- Colin’s LinkedIn: https://www.linkedin.com/in/colin-walker-mba-6099a038/
Credits:
Created By: Wheeler Crowley and Colin Walker
Production, Editing and Post-Production: Tori Rothwell