Podcast Episodes
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Episode 13 – India in the Spotlight with Shekhar Sambhshivan
In this month’s podcast we deliver a focused conversation on the subject of India, with guest Indian Equity fund manager Shekhar Sambhshivan. In a br…
2 years ago
Ben Squared: 24th April 2024 – Geopolitics and UK Equities
On this week’s show we discuss the troubling geopolitical backdrop from both a news flow and data-led perspective. Using this framework, we discuss a…
2 years ago
Ben Squared: 10th April 2024 – Rates, Equities & Commodities
On this week’s show we discuss the latest US Jobs Report and how this is influencing growth, inflation and monetary policy expectations. We also take…
2 years ago
Episode 12 – Talking Stocks with Terry Smith
This month, the Time in the Market Podcast enjoys a privileged opportunity to discuss some of the most high-profile stocks on the market with Terry S…
2 years, 1 month ago
Ben Squared: 27th March 2024 – (another) Big Week for Central Banks
On this week’s show we discuss the latest developments at Central Banks as the BoJ raise interest rates for the first time in 17 years and the SNB ma…
2 years, 1 month ago
Ben Squared: 13th March 2024 – US Data and Bubble Fears
On this week’s show we discuss the latest US Jobs and Inflation data, how it influences the read on the US economy and what’s next for US Monetary Po…
2 years, 1 month ago
Episode 11 – A.I. Stocks with Joe Dowling
The Time in the Market Podcast takes an opportune moment to discuss the ‘hottest’ parts of the stock market currently - AI. Invesco Global Equities f…
2 years, 1 month ago
Ben Squared: 28th February 2024 – Tech Results or Macro?
On this week’s show we discuss the merits of Macro Research versus Tech Earnings before offering brief insights on UK, European and US growth and inf…
2 years, 2 months ago
Ben Squared: 14th February 2024 – Our Love of Earnings
In this week’s podcast the focus is on the remarkable earnings season that has just unfolded. What were the surprises, where are the trends and what …
2 years, 2 months ago
Ben Squared: 2nd February 2024 – Jobs, Jobs, Jobs!!!
On this week’s show we deliver our immediate (but measured) response to the blow out US Job creation. A quick take on the key takeaways, before inter…
2 years, 2 months ago