Time in the Market cover art

All Episodes

Time in the Market — 178 episodes

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1

Ben Squared Podcast: 7th September 2026: US Jobs, Fed Policy and Trump’s Guidance

2

Ben Squared Podcast: 1st September 2026: Bond Yields on the Rise – How Much of a Worry?

3

Ben Squared Podcast: 17th August 2026 – US Inflation, Global Choke Points and Water Levels

4

Ben Squared Podcast: 12th August 2026 – US Jobs, Interest Rate Policy and Earnings Breadth

5

Ben Squared Podcast: 28th July 2026 – AI Disrupted, Middle East Choke Points and the Central Bank Dilemma

6

Ben Squared Podcast: 21st July 2026 – Geopolitics, AI and the Chancellor

7

Time in the Market: Episode 41 – Investment Psychology Revisited with Emily Roberts

8

Ben Squared Podcast: 14th July 2026 – A New PM, a Policy Discussion with Graham Hook

9

Ben Squared Podcast: 7th July 2026 – Interest Rates, The Burnham Bounce and the Korean Chipwreck

10

Ben Squared Podcast: 1 July 2026 – A First Half Review and the Chipwreck

11

Time in the Market: Episode 40 – Invesco’s World Cup Investment Special!

12

Ben Squared Podcast: 22nd June 2026 – Makerfield, Interest Rates and Hormuz

13

Ben Squared Podcast: 16th June 2026 – Is this the Real Deal?

14

Ben Squared Podcast: 9th June 2026 – Have we Seen the Equity Market Top?

15

Ben Squared Podcast: 2nd June 2026 – A New Fed Chair and a New Regime??

16

Time in the Market: Episode 39 – Ai is Flying! Why and What Next with Ashley Oerth?

17

Ben Squared Podcast: 26th May 2026 – The Conflict between Bonds & Equities

18

Ben Squared Podcast: 19th May 2026 – UK Politics & Investment, Featuring Graham Hook

19

Ben Squared Podcast: 11th May 2026 – UK Elections, US Jobs and AI Heat

20

Ben Squared Podcast: “5th May 2026 – Ceasefire Breach, AI Flying, Central Bank Comms”

21

Ben Squared Podcast: 28th April 2026 – Are We Looking at Market Complacency?

22

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

23

Time in the Market: Episode 38 – What's Next for AI with Ashley Oerth – Invesco Strategist

24

Ben Squared Podcast: 14th April 2026 – The Middle East – Positive Steps?... And ‘Other’ data

25

Ben Squared Podcast: 7th April 2026 – How Can Stock Markets Make Progress From Here?

26

Ben Squared Podcast: 31st March 2026: The Middle East Impact: Is Now the Time to Sell Everything?

27

Ben Squared Podcast: 24th March 2026: Middle East Scenario Analysis, Long-term Strategy and the UK Mortgage Market

28

Ben Squared Podcast: 17th March 2026: The Middle East, Investment Strategy and Central Banks’ Reaction

29

Time in the Market: Episode 37 – Investment Strategy for Today and Tomorrow with RBC Brewin Dolphin Chief Strategist, Guy Foster

30

Ben Squared Podcast: 10th March 2026: The Rotation Trade and Bond Market Latest

31

Ben Squared Podcast: 2nd March 2026: The Middle East Conflict and Investment Strategy

32

Ben Squared Podcast: 24th February: US Trade Policy, the Tech Wreck and UK Data

33

Time in the Market: Episode 36 – Gilts and UK Corporate Bonds with Fund Manager Tom Hemmant

34

Ben Squared: 17th February: US Inflation, US Jobs & AI

35

Ben Squared: 10th February 2026: AI Upheaval, Political Turmoil, Yet Markets Calm

36

Ben Squared: 2nd February: We Need to Talk About Markets

37

Time in the Market: Episode 35 – David Aujla - Asset Allocation and Implementation

38

Ben Squared: 28th January 2026: What Can Stop These Markets??

39

Ben Squared: 19th January 2026: Greenland and its Impact on Investment Strategy

40

Ben Squared: 13 Jan 2026 - Fed Chair, Iran & (plenty) More

41

Ben Squared: 7th Jan 2026: Venezuela, US Unemployment and UK Stock Market Momentum

42

Ben Squared: 22nd Dec 2025: A Year in Review and Which Calls Remain in 2026?

43

Episode 33 - A US Macro Market Outlook with Brian Levitt: Invesco Chief Global Market Strategist

44

Ben Squared: 16th Dec 2025: AI Stocks, Fed Dissent and Global Central Bank Policy

45

Ben Squared: 9th Dec 2025: Market Outlook 2026

46

Ben Squared: 3rd Dec 2025: Market Recovery, Central Bank Moves and is Cash really King?

47

Ben Squared: 27th Nov 2025: Budget Outcomes – Economic & Investment Consequences

48

Ben Squared: 25th Nov: Budget Speculation & Investment Consequences

49

Episode 33 – Innovative Asset Allocation Thinking with BCA’s Dhaval Joshi

50

Ben Squared: 18th Nov: Westminster, Market Consolidation & the Shutdown Conclusion

51

Ben Squared: 11th Nov: Bubble Talk, US Labour Markets and UK Interest Rates

52

Ben Squared: 4th Nov 2025: Fed Cuts, the Dollar, A.I. Earnings

53

Episode 32 – Global Smaller Companies with Invesco’s Michael Oliveros

54

Ben Squared: 28th Oct: Market Strength, Dollar Sideways, Gold Under Pressure

55

Ben Squared: 21st Oct 2025: Regional Banks, Cockroaches and UK Data

56

Ben Squared: 14th Oct 2025: Tarriff Sell Off, Shutdowns, Gold, Crypto & Japan

57

Ben Squared: 7th October: US Shutdown, Japanese Politics and the Everything Rally

58

Ben Squared: 1st Oct 2025: Europe’s (markets) on Fire – Are US Investors Terrified?

59

Episode 31 – A Digital Assets Workshop with Ashley Oerth – The Blockchain, Crypto and Stablecoin

60

Ben Squared: 24th September: Fed Cuts, Fed Divergence and Market Strength

61

Ben Squared: 16th September: Central Bank Anticipation

62

Ben Squared: 10th September: US Rate Cuts… But How Many?

63

Ben Squared: 3rd September: Reviewing Dollar Caution

64

Ben Squared: 27th August: A Dovish Turn at the Fed?

65

Ben Squared: 20th August: Fed Chair, Inflation and Investment Strategy

66

Episode 30 – Critical Thinking with Dr Pippa Grange

67

Ben Squared: 13 August: UK Economic Outlook & Investment Strategy

68

Ben Squared: 6 August: Jobs, The Fed & Earnings

69

Ben Squared: 30 July: What are investors buying, and why are they buying it? A look at ETF flows

70

Ben Squared: 23 July 2025: What did Ben miss, and what is going on in Real Estate?

71

Ben Squared: 16th July: A Multi-Asset Update with David Aujla

72

Ben Squared: 9th July: A UK Political Update with Graham Hook

73

Episode 29 – Geopolitics & Investment with Marko Papic

74

Ben Squared: 1st July: Market Strength and German progress

75

Episode 28 – Global Equities with Invesco’s Stephen Anness

76

Ben Squared: 24th June: Oil, Equities, Central Banks and Gold

77

Ben Squared: 17th June: Geopolitics and the Market Reaction

78

Ben Squared: 11th June: Mid-Year Review and Outlook

79

Ben Squared: 3rd June 2025: Trade Policy, Fiscal Dynamics and Trade

80

Ben Squared: 28th May 2025: Equities, Treasuries and the Bank of England

81

Ben Squared: 20th May 2025: Equities, Treasuries and the Bank of England

82

Episode 27 – Revisiting UK Equities with Invesco’s Beth Shard

83

Ben Squared: 13th May 2025: Deals, Deals, Deals

84

Ben Squared: 7th May 2025: Conflicting Data and the Market Recovery

85

Ben Squared: 30th April 2025: Easing Trade Policy? And Hard vs Soft Data

86

Ben Squared: 23rd April 2025: Job Security at the Fed and Safe Havens

87

Episode 26 – Emerging Markets Amidst Trade Uncertainty, with Fidelity’s Chris Tennant

88

Ben Squared: 16th April 2025: Tariff Update and Thoughts on US Treasuries

89

Ben Squared: 9th April 2025: Global Recession Risks and Finding a Market Bottom

90

Ben Squared: 4th April 2025: Liberation Dismay!

91

Ben Squared: 2nd April 2025: Liberation Day!

92

Ben Squared: 25th March 2025 : Market Stabilisation, The Dot Plot and Capital Flows

93

Ben Squared: 18th March 2025: Europe’s Expansion and Outperformance, plus thoughts on Bonds

94

Episode 25 – All Eyes on European Equities, and some on Oliver Collin

95

Ben Squared: 12th March 2025: Investment Anxiety, Europe’s Progress and the Threat of US Recession

96

Ben Squared: 4th March 2025: Mar-a-Lago Discord, US Recession Fears and Regional Equity Market Performance

97

Episode 24 - A Deep Dive into Deepseek with Alliance Bernstein

98

Ben Squared: 25th February 2025: Germany, Broader Europe and China

99

Ben Squared: 19th February 2025: Inflation and European Geopolitics

100

Ben Squared: 11th February 2025: Trade, the Jobs Report and the Bank of England

101

Ben Squared: 5th February 2025: Trade Wars – Opening Shots

102

Ben Squared: 29th January 2025: Does DeepSeek put A.I. in Deep Trouble?

103

Episode 23 – Bond Tactics with Invesco’s Stuart Edwards

104

Ben Squared: 21st January 2025: Inauguration Day and Bonds

105

Ben Squared: 15th January 2025: Yields Race Higher but What Next?

106

Ben Squared: 8th January 2025: 2025 Market Outlook

107

Episode 22 - Sir Clive Woodward on Communication

108

Ben Squared: 17th December 2024: Reviewing 2024 Calls and if They Still Hold?

109

Ben Squared: 10th December 2024: Geopolitics & US Labour Markets

110

Ben Squared: 3rd December 2024: Trump’s Trade Policy and UK Mortgage Rates

111

Episode 21 – A UK Economic Update with Pantheon Macro

112

Ben Squared: 26th November 2024: Earnings Season Wrap up and Trump Nominations

113

Ben Squared: 20th November: Reviewing Trump Trades

114

Ben Squared: 12th November: US Election and Market Consequences

115

Ben Squared: 5th November: UK Budget Special

116

Episode 20 – Chinese Equities with Will Lam

117

Ben Squared: 30th October: An Earnings Season Carve Up

118

Ben Squared: 22nd October: The ECB, UK Data and Gold

119

Ben Squared: 16th October: UK Economy, Oil and Earnings

120

Ben Squared: 9th October: Jobs, Oil and Interest Rates

121

Ben Squared: 1st October: China!!!

122

Episode 19 – UK Economy & Stock Market with Anthony Cross

123

Ben Squared: 24th September: The Fed’s Nifty Fifty

124

Ben Squared: 18th September: Can US Consumers Keep Recession at Bay?

125

Ben Squared: 11th September: US Jobs, Interest Rates and Taxes

126

Ben Squared: 4th September: Nvidia, Recessionary Risks & UK (ticket price) Inflation

127

Episode 18 – Investment Psychology with Emily Roberts

128

Ben Squared: 21st August 2024: Can the Market recovery Endure?

129

Ben Squared: 7th August 2024 – Market Volatility & Carry Trades

130

Ben Squared: 19th July 2024 – US Presidency, Bond Yields and the Market Rotation

131

Episode 17 – A US Smaller Companies review with JPMorgan

132

Ben Squared: 11th July 2024 – European Politics and the US Consumer

133

Ben Squared: 28th June 2024 – French/UK Elections and Market Update

134

Episode 16 - A Nasdaq Review with Ryan McCormack

135

Ben Squared: 19th June 2024 – Steph Butcher joins the Square

136

Episode 15 – A UK General Election Special, with Graham Hook

137

Ben Squared: 5th June 2024 – Politics, US Data and the ECB

138

Episode 14 – The Long and Short of UK Stocks with Luke Newman

139

Ben Squared: 22nd May 2024 – US Inflation, US Consumption, UK Equities

140

Ben Squared: 8th May 2024 – US and European Convergence?

141

Episode 13 – India in the Spotlight with Shekhar Sambhshivan

142

Ben Squared: 24th April 2024 – Geopolitics and UK Equities

143

Ben Squared: 10th April 2024 – Rates, Equities & Commodities

144

Episode 12 – Talking Stocks with Terry Smith

145

Ben Squared: 27th March 2024 – (another) Big Week for Central Banks

146

Ben Squared: 13th March 2024 – US Data and Bubble Fears

147

Episode 11 – A.I. Stocks with Joe Dowling

148

Ben Squared: 28th February 2024 – Tech Results or Macro?

149

Ben Squared: 14th February 2024 – Our Love of Earnings

150

Ben Squared: 2nd February 2024 – Jobs, Jobs, Jobs!!!

151

Ben Squared: 31st January 2024 – Soft Landing, Hard Landing or Flyby

152

Episode 10 – Such a Good Reid; Inflation, Interest Rates and Soft Landings

153

Ben Squared: 17th January 2024 – Inflation, Rate Cuts & Geopolitics

154

Ben Squared: 3rd January – The Year Ahead

155

Episode 9 – Invesco’s 2024 Outlook with Kristina Hooper; Chief Market Strategist

156

Ben Squared: 20th December – The Outlook Pivots

157

Ben Squared: 6th December – An Improved Perspective on the UK Economy

158

Episode 8 – Japanese Equities, Bonds and Currency with BCA Research

159

Ben Squared: 22nd November – Reviewing Stock Market Strength

160

Ben Squared: 8th November – Q3 Earnings and the Market Rally

161

Episode 7 – European Equities with Oliver Collin

162

Ben Squared: 25th October – Oil Markets and Energy Stocks

163

Ben Squared: 11 October 2023 - Bond Yields, the Dollar and Geopolitics

164

Episode 6 – A Macro View of Bond & Currency Markets with M&G’s Jim Leaviss

165

Ben Squared: 27 September 2023 - What’s Up & Down with Inflation?

166

Ben Squared: 13 September 2023 - G20, the US Dollar and the Yen

167

Ben Squared: 30 August 2023 - Market Nerves

168

Episode 5 – UK Smaller Companies with Invesco’s Jonathan Brown

169

Ben Squared: 16 August 2023 - Q2 Earnings Season

170

Ben Squared: 2 August 2023 - Bond and FX Outlook, 2nd Half 2023

171

Episode 4 – Emerging Market Equities with Fidelity’s Nick Price

172

Ben Squared: 19 July 2023 - Equity Market Outlook, 2nd Half 2023

173

Ben Squared: 5 July 2023 - First Half, UK Inflation & Rates, China Stimulus

174

Episode 3 – Multi-Asset Investment Strategy with Georgina Taylor

175

Ben Squared: 21 June 2023 - Market Strength, US Inflation, The ECB & BoE

176

Ben Squared: 7 June 2023 - US jobs, the debt ceiling and oil

177

Episode 2 - US Growth Equities with Baillie Gifford’s Gary Robinson

178

Episode 1 - Global Equities with Stephen Anness