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We're The Brits In AmericaAuthor: Richard Taylor Language: en-us Genres: Business, Entrepreneurship, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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82. Inflation, Oil and Markets: What You Need to Know Right Now
Episode 82
Thursday, 16 April, 2026
After a bullish start to the year, we’re unpacking what actually matters for long-term investors. While rising oil prices, renewed inflation fears, geopolitical instability, and growing pressure in private credit have all changed the tone of 2026 far faster than most investors expected, markets have been forced to reckon with a very different reality. Richard Taylor, dual UK/US citizen and Chartered Financial Planner, and Brian Dunhill, founder of Dunhill Financial , look back on a chaotic first quarter of 2026 and make the case for staying invested, resisting panic, and remembering that the biggest long-term investing mistakes are usually driven by fear or greed. They discuss why inflation, not just stock market volatility, remains the bigger concern, how higher energy prices can ripple through the entire economy, and why moments of market stress often create valuable tax planning opportunities. They also explore the renewed case for commodities and value stocks, the risks building inside private credit and alternative investments, and why opening retirement accounts to illiquid assets could create serious problems for everyday investors. In this episode of Expat Wealth, Richard and Brian discuss: Why Q1 shifted so quickly from optimism to concern, and what that tells investors about market sentiment and economic surprises. How oil prices, commodity moves, and inflation fears are shaping portfolio positioning more than stock market headlines alone. Why tax loss harvesting can be one of the most valuable strategies during volatile periods, especially for long-term investors. What recent stress in private credit and alternatives could mean, and why these investments may be unsuitable for many retail and retirement portfolios. Why trying to time the market often backfires, and why staying disciplined through uncertainty has historically been the better path. -- Expat Wealth is supported by Plan First Wealth. Plan First Wealth is a Registered Investment Advisor serving fellow expatriates and immigrants living across the US on matters such as retirement planning, investment management, tax planning and non-US asset management. https://planfirstwealth.com/ -- Expat Wealth is affiliated with Plan First Wealth LLC, an SEC registered investment advisor. The views and opinions expressed in this program are those of the speakers and do not necessarily reflect the views or positions of Plan First Wealth. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Plan First Wealth does not provide any tax and/or legal advice and strongly recommends that listeners seek their own advice in these areas. ABOUT RICHARD: Richard Taylor is a British expat, dual citizen (UK & US). Originally from Bolton, he now lives in Greenwich, CT, where Plan First Wealth has its head office. As the firm’s leader, Richard launched Taylor & Taylor, now Plan First Wealth, and continues to fuel the firm’s growth. Richard is a Chartered Financial Planner (UK – CII) in addition to holding the IMC (CFA UK) and Series 65 (US – FINRA). Connect with Richard on LinkedIn
