Podcast Episodes

Musing about Meta's Muse

Season 1 Episode 42

US inflation continues unabated, with higher fuel costs now feeding through into logistics. CPI is running at 3.7%, with energy costs up 5.3% on the …

6 hours ago

View Episode

Navigating the Tech Secondaries Market with Denis Blank

Season 1 Episode 16

Head to https://www.youtube.com/@bensmarketchat for the full interview

The landscape of late-stage technology investing is undergoing a fundamental sh…

6 days, 1 hour ago

View Episode

A Deep Dive into Oil

The Fed raised rates after all last week. Our expectation of political expediency and therefore a hold pose was set aside by a more pragmatic FOMC fe…

4 weeks ago

View Episode

Set Sail for Safe Harbour

The ECB raised rates last week to 2.5% despite slowing growth citing rising inflation as the key driver for the decision. Lower growth and higher inf…

1 month ago

View Episode

A Passive/Aggressive Approach to Investing

Season 1 Episode 39

In a US economy that is showing significant signs of deceleration, an acceleration in employment in last week’s job release was a comforting factoid.…

1 month, 1 week ago

View Episode

Ben's Market Insights - NVIDIA Unleashed

Season 1 Episode 38

Warsh was exceptionally hawkish at the Jackson Hole symposium last week suggesting that the “Fed still has work to do”. Still, we don’t believe that …

1 month, 2 weeks ago

View Episode

MAG7 Earnings & Valuation Momentum

Season 1 Episode 37

This week will see Kevin Warsh's 1st Jackson Hole meeting as Chairman of the Fed and expect little drama. No change in rates is the most likely outco…

1 month, 3 weeks ago

View Episode