Winners and losers in a noisy market: What January's market shake-up is really telling investors

About this episode

The episode discusses the recent market shake-up in January 2026, analyzing the underlying factors affecting investments and identifying winners and losers.

So far, 2026 has delivered a year’s worth of market action in just a few weeks. In this episode, host Nigel Grant and ASB Chief Investment Officer Frank Jasper cut through the noise to explore what's really driving markets beneath the surface. From AI and commodities to geopolitics, Bitcoin and the New Zealand market, they unpack where the real winners and losers are emerging and why diversification, discipline and looking beyond headlines matter more than ever for investors.

People in this episode

Host: Nigel Grant

Guest: Frank Jasper

Topics covered

• market analysis
• investment strategies
• AI
• commodities
• geopolitics
• Bitcoin
• New Zealand market

Keywords

• diversification
• discipline
• headlines

Mentioned in this episode

Products: Bitcoin

Places: New Zealand

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