Shows / Ben's Market Chat - Insights and Interviews
Ben's Market Chat - Insights and Interviews
Empower everyone to be able to invest or ask their financial advisors the right questions about their investment. We look at the world through a structural growth lens. We focus on sectors that are not dependent on the vagaries of the economic cycle but rather on long term trends helping to shape financial markets.
We look at companies in sectors that cater to a growing global population, to demographics trends and to automation amongst many.
Our story emanates from running large family office…
Episodes
- Ben's Market Chat - Insights and Interviews
Israel's Tech Sector Defies Expectations
Few places in the world produce technology at the rate Israel does. A country of fewer than ten million people has become one of the most important sources of…
- Ben's Market Chat - Insights and Interviews
Musing about Meta's Muse
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 back of…
- Ben's Market Chat - Insights and Interviews
Navigating the Tech Secondaries Market with Denis Blank
Head to https://www.youtube.com/@bensmarketchat for the full interview The landscape of late-stage technology investing is undergoing a fundamental shift. As…
- Ben's Market Chat - Insights and Interviews
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 fearing…
- Ben's Market Chat - Insights and Interviews
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 inflation…
- Ben's Market Chat - Insights and Interviews
A Passive/Aggressive Approach to Investing
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. The…
- Ben's Market Chat - Insights and Interviews
Ben's Market Insights - NVIDIA Unleashed
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 the FOMC…
- Ben's Market Chat - Insights and Interviews
MAG7 Earnings & Valuation Momentum
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 outcome despite…
- Ben's Market Chat - Insights and Interviews
TITLE BOUT: Semiconductors vs Spenders | Ben's Market Insights
In this week's episode we discuss the economic releases from Europe and the UK. The ECB is set to announce its rate decision. We see no room for manoeuvre. The…
- Ben's Market Chat - Insights and Interviews
The Earnings Season Begins
If you like this content please Like & Subscribe on our YouTube channel https://www.youtube.com/@bensmarketchatThis week we discuss Iran's long game in the…
- Ben's Market Chat - Insights and Interviews
Hyperscalers are Catching Up!
This week we discuss the productivity gains in the global economy thanks to the AI spend revolution. We witnessed a consistent 2-2.5% productivity gain…
- Ben's Market Chat - Insights and Interviews
A Masterclass in Fraud Avoidance, with Martin Dubbey
We have a very interesting discussion this week with Martin Dubbey. Martin is the founder and CEO of Harod Associates Group, one of the fastest growing fraud…
- Ben's Market Chat - Insights and Interviews
Bitcoin is all grown up
Check out our YouTube Channel @BensMarketChat for this week’s comment. Don’t forget to like, subscribe, and tell a friend.Join our email list to be the first…
- Ben's Market Chat - Insights and Interviews
Ben's Market Insights #32
Check out our YouTube Channel @BensMarketChat for this week’s comment. Don’t forget to like, subscribe, and tell a friend.Join our email list to be the first…
- Ben's Market Chat - Insights and Interviews
Dr Copper is showing ‘structural growth’ symptoms
This week we concentrate our attention on copper. Anthropic’s $1.8bn deal with Akamai & Nvidia’s $2.1bn deal with IREN announced last week for further capacity…
- Ben's Market Chat - Insights and Interviews
META Down BUT not out
Check out our YouTube Channel @BensMarketChat for this week’s comment. Don’t forget to like, subscribe, and tell a friend.Join our email list to be the first…
- Ben's Market Chat - Insights and Interviews
The Cycle monitor still shows GREEN
Check out our YouTube Channel @BensMarketChat for this week’s comment. Don’t forget to like, subscribe, and tell a friend.Join our email list to be the first…
- Ben's Market Chat - Insights and Interviews
Blockading the Blockade
Check out our YouTube Channel @BensMarketChat for this week’s comment. Don’t forget to like, subscribe, and tell a friend.Join our email list to be the first…