Ben

Ben's Market Chat - Insights and Interviews

Business EN ↓ 8 episodes

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 assets across multiple sectors and types of investments both public and private. We aim to highlight...

Author

Ben

Episodes

Hyperscalers are Catching Up! 09.07.2026 10:34

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 throughout the late 90’s-early 2000’s as China opened up and started a global trade boom. AI is likely to deliver a similar if not even bigger opportunity. Productivity dampens inflationary pressure and drives growth. In this week’s Ben’s Fireside...

A Masterclass in Fraud Avoidance, with Martin Dubbey 08.07.2026 29:49

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 investigation and asset tracing businesses in the UK. Harod utilises a proprietary investigation and asset tracing technology platform which Martin and team architected and which he talks about in the interview. Martin is a seasoned professio...

Bitcoin is all grown up 26.05.2026 12:24

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 to see these videos every week: https://mailchi.mp/traderoutescapital/giuox24tmg This week we focus on 3 key topics, the potential peace plan between the US & Iran, the options the new Fed governor has in the short-term & the maturat...

Ben's Market Insights #32 22.05.2026 10:12

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 to see these videos every week: https://mailchi.mp/traderoutescapital/giuox24tmg DESCRIPTOR - This week we focus on the macro outcomes of President Trump’s visit to China and the potential leadership challenge in the UK. We’ll also discuss t...

Dr Copper is showing ‘structural growth’ symptoms 14.05.2026 10:56

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 expansion throws a glaring light on the infrastructure requirements required to drive the AI revolution. In 2026 alone AI related data centre capex announcements amount to $650bn, a 32% increase on 2025. New GW growth capacity implied i...

META Down BUT not out 05.05.2026 11:28

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 to see these videos every week: https://mailchi.mp/traderoutescapital/giuox24tmg This week we parse through Jay Powell’s decision to remain on the Fed rate setting board and the key results from last week. Alphabet rose (justifiably) by 10%...

The Cycle monitor still shows GREEN 28.04.2026 12:26

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 to see these videos every week: https://mailchi.mp/traderoutescapital/giuox24tmg This is a big week for markets with over 44% the S&P500 Index in capitalisation terms announcing results. The most significant are Visa, Alphabet, Microsoft...

Blockading the Blockade 14.04.2026 10:46

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 to see these videos every week: https://mailchi.mp/traderoutescapital/giuox24tmg Risk assets are on a tear despite the oil price increasing thanks to the latest development in the Iran war. President Trump has instigated a blockade on Iran’...