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Q1 2026 was volatile, but the headlines weren’t the real story.
Here’s what actually happened in the markets, and what long-term investors should take from it.

What I cover

• What happened in Canadian, U.S., international, and bond markets in Q1 2026
• Why short-term market drops can look worse than they really are
• Why crash predictions are easy to make and costly to act on
• The difference between investing, hedging, and speculating
• Why productive businesses are different from commodities like gold or wheat
• How long-term investors can think more clearly during volatile periods

Chapters

• 00:00 Q1 2026 in context
• 01:52 Why quarterly returns only tell part of the story
• 02:30 What happened in Canadian, U.S., international, and bond markets
• 04:04 The sharp drop before quarter-end and quick recovery after
• 05:29 Why market-crash predictions are so tempting
• 08:16 Why pessimism can sound smart but cost you
• 12:55 From market review to speculation vs investing
• 14:03 Farmer, jeweler, and gold examples explained
• 18:10 Hedging risk vs adding speculative risk
• 20:15 The real lesson from this quarter

If you want calmer, evidence-based thinking about money and markets, subscribe for more videos.
And for a deeper look at long-term investing behaviour, check out my other videos on market volatility and portfolio decision-making.

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