The Big Sell-Off Explained: How to Protect Your Money

Mar 6, 2026

Colby Stilson, co-portfolio manager at Brown Advisory focused on bonds, explains why big tech are issuing corporate debt to fund AI infrastructure. Simon Skinner, leader of Orbis' global investment team, outlines which US sectors could ride the AI wave. They discuss AI-driven bond issuance, sector winners, long-dated debt demand, and why investors should rethink valuations and duration risks.

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INSIGHT

Energy Shock Raises Rate Uncertainty

Middle East tensions rapidly pushed oil to $85 a barrel and UK gas above 165p/therm, creating immediate inflation and interest-rate uncertainty.
Markets sold winners then rebounded; Dan Coatsworth notes patience historically pays during short sell-offs.

INSIGHT

Sector Rotation Drives Strange Market Moves

Different sectors react oddly in crises: UK indices outperformed due to oil and gold exposure while defence and gold briefly fell as investors took profits.
Dan Coatsworth highlights rotation and profit-taking drive the early moves.

ADVICE

Stick To Regular Investing In Volatile Times

Keep investing regularly through ISAs and pensions instead of trying to time markets during volatility.
Dan Coatsworth warns regular contributions buy more units when prices fall, benefiting long-term returns.

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Global markets are sliding — and this week’s selloff is shaking everything from oil and gas to bonds and gold. Dan Coatsworth and Danni Hewson break down what’s driving the volatility, how past geopolitical conflicts have affected stock markets, and what it all means for investors, portfolios, and your money right now.

We also unpack Chancellor Rachel Reeves’ Spring Statement, including the key wins, the potential risks, and what the new OBR forecasts could mean for your personal finances, UK economy outlook, and interest rates.

In company news, Greggs surprises the market despite falling profits, TG Jones (the new name in front of old WH Smith stores) struggles on the high street, and BrewDog investors face a harsh lesson in why crowdfunding is not the same as stock market investing.

There’s also an important update on wills you’ll want to know about — plus two expert interviews exploring the biggest trend in global markets: AI investing.

Orbis’ Simon Skinner discusses US sectors with an AI tailwind, while Brown Advisory’s Colby Stilson explains why major tech names are issuing bonds to fund massive AI infrastructure projects.

A huge week, big market moves, and crucial insights for anyone following investment markets, financial news, and longterm investing.

If you enjoy this episode, please like and subscribe.

Timestamps
[02:16] – Market sell-off: What’s moving shares, oil, gas & bonds
[02:43] – Middle East tensions: How markets behaved in past conflicts
[15:39] – Spring Statement: What Rachel Reeves’ update means for your money
[19:11] – Greggs results reaction
[24:11] – TG Jones struggles on the high street
[27:54] – BrewDog takeover and the risks of crowdfunding
[32:17] – Free Will Month explained
[34:50] – AI interview 1: US sectors with an AI tailwind (Simon Skinner, Orbis)
[48:40] – AI interview 2: Why big tech is issuing bonds (Colby Stilson, Brown Advisory)
[01:00:48] – Closing & next week’s ISA special