# Investing Through a Crisis with Geopolitical Strategist, Roger Lee

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Text version: https://stenobird.com/podcast/the-art-of-investing-7404303/investing-through-a-crisis-with-geopolitical-strategist-roger-lee.md
Podcast: [The Art of Investing](https://stenobird.com/podcast/the-art-of-investing-7404303)
Published: 2026-03-19T12:55:17+00:00
Episode link: https://share.transistor.fm/s/8054d97e
Audio file: https://pdrl.fm/7c6e9d/media.transistor.fm/8054d97e/685435b5.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-art-of-investing-7404303/episodes/investing-through-a-crisis-with-geopolitical-strategist-roger-lee
Duration seconds: 4924

## Resource

This week on The Art of Investing, Rich McDonald, Mark “Spice” Holden and Chris “CJ” Fellingham break down a more fragile market backdrop as momentum stalls and volatility creeps back in.With commodities cooling, equities diverging and bond markets wobbling, the team ask whether this is a healthy pause… or the start of something more meaningful.They’re also joined by Geopolitical Strategist Roger Lee to unpack how investors should think during periods of crisis, and what history tells us about how markets behave when conflicts unfold.The focus this week: what’s really driving returns now, and how investors should respond when leadership becomes less clear. This Week’s Highlights:📉 Momentum SlowsAfter weeks of strong gains, markets begin to lose steam as leadership narrows.⛏️ Commodities PauseMining stocks pull back sharply after a huge run, testing conviction in the trade.🪙 Crypto BouncesCrypto-linked equities recover, highlighting ongoing volatility in risk assets.🌍 Global DivergenceDifferent regions move in opposite directions, making allocation more important than ever.🏦 Bonds Back in FocusWeakness in fixed income raises questions about diversification again.🧠 Staying DisciplinedWhy periods like this matter more than strong up weeks for long-term investors. Portfolio Snapshot - Week 31:Weekly performance: –0.3%Total return since inception: +14.2% Top Performers🥇 VanEck Crypto & Blockchain Innovators ETF: +3.5%🥈 iShares Nikkei 225 ETF: +0.2%🥉 iShares Core FTSE 100 ETF: +0.2% Underperformers📉 BlackRock World Mining Trust: –5.9%📉 Vanguard FTSE 250 ETF: –1.4%📉 iShares Russell 2000 ETF: –1.2% Portfolio Positioning:The portfolio remains broadly diversified across:• Commodities and real assets• Global equities (US, UK, Europe, EM)• Select small-cap exposure• Bonds and…

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