Episode Details

In the latest Ben Squared podcast the resident pairing discuss arguably the three most important macro drivers of capital markets, US Inflation, US Jobs and Artificial Intelligence. Specifically the conversation reflects on the recent data and why inflation data is printing a little more benign and the jobs data is a little more perky. The conversation then transitions to the topic of AI and how supportive, or perhaps threatening, this theme is to the labour market health. As is often the case, we conclude with comments on how the topics discussed are shaping our investment strategy.

This podcast was recorded on 16th February 2026. 

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