Ben Squared Podcast: 21st April 2026 – Grappling with Strait Curve Balls

In the latest Ben Squared podcast the conversation remains largely centered upon Middle East developments, with particular attention paid to the rapid change in sentiment and heightened confusion regarding the state of ‘openness’ of the Strait of Hormuz. Rather than attempt to iron out all the creases, however, the pair discuss how investment strategy can best manage this confusion, and what elements of proceedings/the data to focus upon. Time is also taken to review the latest jobs and inflation data in both the UK and US, as well as central bank communications, to determine what this may mean for the respective path for interest rates. This podcast was recorded on 21st April 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.