All Episodes
Time in the Market — 160 episodes
Ben Squared Podcast: 11th May 2026 – UK Elections, US Jobs and AI Heat
Ben Squared Podcast: “5th May 2026 – Ceasefire Breach, AI Flying, Central Bank Comms”
Ben Squared Podcast: 28th April 2026 – Are We Looking at Market Complacency?
Ben Squared Podcast: 21st April 2026 – Grappling with Strait Curve Balls
Time in the Market: Episode 38 – What's Next for AI with Ashley Oerth – Invesco Strategist
Ben Squared Podcast: 14th April 2026 – The Middle East – Positive Steps?... And ‘Other’ data
Ben Squared Podcast: 7th April 2026 – How Can Stock Markets Make Progress From Here?
Ben Squared Podcast: 31st March 2026: The Middle East Impact: Is Now the Time to Sell Everything?
Ben Squared Podcast: 24th March 2026: Middle East Scenario Analysis, Long-term Strategy and the UK Mortgage Market
Ben Squared Podcast: 17th March 2026: The Middle East, Investment Strategy and Central Banks’ Reaction
Time in the Market: Episode 37 – Investment Strategy for Today and Tomorrow with RBC Brewin Dolphin Chief Strategist, Guy Foster
Ben Squared Podcast: 10th March 2026: The Rotation Trade and Bond Market Latest
Ben Squared Podcast: 2nd March 2026: The Middle East Conflict and Investment Strategy
Ben Squared Podcast: 24th February: US Trade Policy, the Tech Wreck and UK Data
Time in the Market: Episode 36 – Gilts and UK Corporate Bonds with Fund Manager Tom Hemmant
Ben Squared: 17th February: US Inflation, US Jobs & AI
Ben Squared: 10th February 2026: AI Upheaval, Political Turmoil, Yet Markets Calm
Ben Squared: 2nd February: We Need to Talk About Markets
Time in the Market: Episode 35 – David Aujla - Asset Allocation and Implementation
Ben Squared: 28th January 2026: What Can Stop These Markets??
Ben Squared: 19th January 2026: Greenland and its Impact on Investment Strategy
Ben Squared: 13 Jan 2026 - Fed Chair, Iran & (plenty) More
Ben Squared: 7th Jan 2026: Venezuela, US Unemployment and UK Stock Market Momentum
Ben Squared: 22nd Dec 2025: A Year in Review and Which Calls Remain in 2026?
Episode 33 - A US Macro Market Outlook with Brian Levitt: Invesco Chief Global Market Strategist
Ben Squared: 16th Dec 2025: AI Stocks, Fed Dissent and Global Central Bank Policy
Ben Squared: 9th Dec 2025: Market Outlook 2026
Ben Squared: 3rd Dec 2025: Market Recovery, Central Bank Moves and is Cash really King?
Ben Squared: 27th Nov 2025: Budget Outcomes – Economic & Investment Consequences
Ben Squared: 25th Nov: Budget Speculation & Investment Consequences
Episode 33 – Innovative Asset Allocation Thinking with BCA’s Dhaval Joshi
Ben Squared: 18th Nov: Westminster, Market Consolidation & the Shutdown Conclusion
Ben Squared: 11th Nov: Bubble Talk, US Labour Markets and UK Interest Rates
Ben Squared: 4th Nov 2025: Fed Cuts, the Dollar, A.I. Earnings
Episode 32 – Global Smaller Companies with Invesco’s Michael Oliveros
Ben Squared: 28th Oct: Market Strength, Dollar Sideways, Gold Under Pressure
Ben Squared: 21st Oct 2025: Regional Banks, Cockroaches and UK Data
Ben Squared: 14th Oct 2025: Tarriff Sell Off, Shutdowns, Gold, Crypto & Japan
Ben Squared: 7th October: US Shutdown, Japanese Politics and the Everything Rally
Ben Squared: 1st Oct 2025: Europe’s (markets) on Fire – Are US Investors Terrified?
Episode 31 – A Digital Assets Workshop with Ashley Oerth – The Blockchain, Crypto and Stablecoin
Ben Squared: 24th September: Fed Cuts, Fed Divergence and Market Strength
Ben Squared: 16th September: Central Bank Anticipation
Ben Squared: 10th September: US Rate Cuts… But How Many?
Ben Squared: 3rd September: Reviewing Dollar Caution
Ben Squared: 27th August: A Dovish Turn at the Fed?
Ben Squared: 20th August: Fed Chair, Inflation and Investment Strategy
Episode 30 – Critical Thinking with Dr Pippa Grange
Ben Squared: 13 August: UK Economic Outlook & Investment Strategy
Ben Squared: 6 August: Jobs, The Fed & Earnings
Ben Squared: 30 July: What are investors buying, and why are they buying it? A look at ETF flows
Ben Squared: 23 July 2025: What did Ben miss, and what is going on in Real Estate?
Ben Squared: 16th July: A Multi-Asset Update with David Aujla
Ben Squared: 9th July: A UK Political Update with Graham Hook
Episode 29 – Geopolitics & Investment with Marko Papic
Ben Squared: 1st July: Market Strength and German progress
Episode 28 – Global Equities with Invesco’s Stephen Anness
Ben Squared: 24th June: Oil, Equities, Central Banks and Gold
Ben Squared: 17th June: Geopolitics and the Market Reaction
Ben Squared: 11th June: Mid-Year Review and Outlook
Ben Squared: 3rd June 2025: Trade Policy, Fiscal Dynamics and Trade
Ben Squared: 28th May 2025: Equities, Treasuries and the Bank of England
Ben Squared: 20th May 2025: Equities, Treasuries and the Bank of England
Episode 27 – Revisiting UK Equities with Invesco’s Beth Shard
Ben Squared: 13th May 2025: Deals, Deals, Deals
Ben Squared: 7th May 2025: Conflicting Data and the Market Recovery
Ben Squared: 30th April 2025: Easing Trade Policy? And Hard vs Soft Data
Ben Squared: 23rd April 2025: Job Security at the Fed and Safe Havens
Episode 26 – Emerging Markets Amidst Trade Uncertainty, with Fidelity’s Chris Tennant
Ben Squared: 16th April 2025: Tariff Update and Thoughts on US Treasuries
Ben Squared: 9th April 2025: Global Recession Risks and Finding a Market Bottom
Ben Squared: 4th April 2025: Liberation Dismay!
Ben Squared: 2nd April 2025: Liberation Day!
Ben Squared: 25th March 2025 : Market Stabilisation, The Dot Plot and Capital Flows
Ben Squared: 18th March 2025: Europe’s Expansion and Outperformance, plus thoughts on Bonds
Episode 25 – All Eyes on European Equities, and some on Oliver Collin
Ben Squared: 12th March 2025: Investment Anxiety, Europe’s Progress and the Threat of US Recession
Ben Squared: 4th March 2025: Mar-a-Lago Discord, US Recession Fears and Regional Equity Market Performance
Episode 24 - A Deep Dive into Deepseek with Alliance Bernstein
Ben Squared: 25th February 2025: Germany, Broader Europe and China
Ben Squared: 19th February 2025: Inflation and European Geopolitics
Ben Squared: 11th February 2025: Trade, the Jobs Report and the Bank of England
Ben Squared: 5th February 2025: Trade Wars – Opening Shots
Ben Squared: 29th January 2025: Does DeepSeek put A.I. in Deep Trouble?
Episode 23 – Bond Tactics with Invesco’s Stuart Edwards
Ben Squared: 21st January 2025: Inauguration Day and Bonds
Ben Squared: 15th January 2025: Yields Race Higher but What Next?
Ben Squared: 8th January 2025: 2025 Market Outlook
Episode 22 - Sir Clive Woodward on Communication
Ben Squared: 17th December 2024: Reviewing 2024 Calls and if They Still Hold?
Ben Squared: 10th December 2024: Geopolitics & US Labour Markets
Ben Squared: 3rd December 2024: Trump’s Trade Policy and UK Mortgage Rates
Episode 21 – A UK Economic Update with Pantheon Macro
Ben Squared: 26th November 2024: Earnings Season Wrap up and Trump Nominations
Ben Squared: 20th November: Reviewing Trump Trades
Ben Squared: 12th November: US Election and Market Consequences
Ben Squared: 5th November: UK Budget Special
Episode 20 – Chinese Equities with Will Lam
Ben Squared: 30th October: An Earnings Season Carve Up
Ben Squared: 22nd October: The ECB, UK Data and Gold
Ben Squared: 16th October: UK Economy, Oil and Earnings
Ben Squared: 9th October: Jobs, Oil and Interest Rates
Ben Squared: 1st October: China!!!
Episode 19 – UK Economy & Stock Market with Anthony Cross
Ben Squared: 24th September: The Fed’s Nifty Fifty
Ben Squared: 18th September: Can US Consumers Keep Recession at Bay?
Ben Squared: 11th September: US Jobs, Interest Rates and Taxes
Ben Squared: 4th September: Nvidia, Recessionary Risks & UK (ticket price) Inflation
Episode 18 – Investment Psychology with Emily Roberts
Ben Squared: 21st August 2024: Can the Market recovery Endure?
Ben Squared: 7th August 2024 – Market Volatility & Carry Trades
Ben Squared: 19th July 2024 – US Presidency, Bond Yields and the Market Rotation
Episode 17 – A US Smaller Companies review with JPMorgan
Ben Squared: 11th July 2024 – European Politics and the US Consumer
Ben Squared: 28th June 2024 – French/UK Elections and Market Update
Episode 16 - A Nasdaq Review with Ryan McCormack
Ben Squared: 19th June 2024 – Steph Butcher joins the Square
Episode 15 – A UK General Election Special, with Graham Hook
Ben Squared: 5th June 2024 – Politics, US Data and the ECB
Episode 14 – The Long and Short of UK Stocks with Luke Newman
Ben Squared: 22nd May 2024 – US Inflation, US Consumption, UK Equities
Ben Squared: 8th May 2024 – US and European Convergence?
Episode 13 – India in the Spotlight with Shekhar Sambhshivan
Ben Squared: 24th April 2024 – Geopolitics and UK Equities
Ben Squared: 10th April 2024 – Rates, Equities & Commodities
Episode 12 – Talking Stocks with Terry Smith
Ben Squared: 27th March 2024 – (another) Big Week for Central Banks
Ben Squared: 13th March 2024 – US Data and Bubble Fears
Episode 11 – A.I. Stocks with Joe Dowling
Ben Squared: 28th February 2024 – Tech Results or Macro?
Ben Squared: 14th February 2024 – Our Love of Earnings
Ben Squared: 2nd February 2024 – Jobs, Jobs, Jobs!!!
Ben Squared: 31st January 2024 – Soft Landing, Hard Landing or Flyby
Episode 10 – Such a Good Reid; Inflation, Interest Rates and Soft Landings
Ben Squared: 17th January 2024 – Inflation, Rate Cuts & Geopolitics
Ben Squared: 3rd January – The Year Ahead
Episode 9 – Invesco’s 2024 Outlook with Kristina Hooper; Chief Market Strategist
Ben Squared: 20th December – The Outlook Pivots
Ben Squared: 6th December – An Improved Perspective on the UK Economy
Episode 8 – Japanese Equities, Bonds and Currency with BCA Research
Ben Squared: 22nd November – Reviewing Stock Market Strength
Ben Squared: 8th November – Q3 Earnings and the Market Rally
Episode 7 – European Equities with Oliver Collin
Ben Squared: 25th October – Oil Markets and Energy Stocks
Ben Squared: 11 October 2023 - Bond Yields, the Dollar and Geopolitics
Episode 6 – A Macro View of Bond & Currency Markets with M&G’s Jim Leaviss
Ben Squared: 27 September 2023 - What’s Up & Down with Inflation?
Ben Squared: 13 September 2023 - G20, the US Dollar and the Yen
Ben Squared: 30 August 2023 - Market Nerves
Episode 5 – UK Smaller Companies with Invesco’s Jonathan Brown
Ben Squared: 16 August 2023 - Q2 Earnings Season
Ben Squared: 2 August 2023 - Bond and FX Outlook, 2nd Half 2023
Episode 4 – Emerging Market Equities with Fidelity’s Nick Price
Ben Squared: 19 July 2023 - Equity Market Outlook, 2nd Half 2023
Ben Squared: 5 July 2023 - First Half, UK Inflation & Rates, China Stimulus
Episode 3 – Multi-Asset Investment Strategy with Georgina Taylor
Ben Squared: 21 June 2023 - Market Strength, US Inflation, The ECB & BoE
Ben Squared: 7 June 2023 - US jobs, the debt ceiling and oil
Episode 2 - US Growth Equities with Baillie Gifford’s Gary Robinson
Episode 1 - Global Equities with Stephen Anness