Podcast by 7IM, in partnership with Rockhold Asset Management
14 April 2026
In this episode, Sam and Ahmer dive into the complex relationship between geopolitical events and market fluctuations, focusing on the recent hopes for a ceasefire and its impact on emerging markets reliant on energy imports. They explore whether the market reaction is a sign of panic or a normal response to the ongoing uncertainty.
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07:09
07 April 2026
In this episode of Seven Minutes on Markets, hosts Sam Hannon and Ben Kumar delve into the current state of the global markets amidst ongoing Middle Eastern conflict and other geopolitical tensions. They discuss how despite the chaos and lack of clarity from political figures like Trump, equity markets have surprisingly thrived, showing resilience. With economic data from the U.S. revealing strong employment numbers and rising manufacturing orders, the duo highlights a marked behavioral change among retail investors who are now buying dips instead of panic-selling. Upcoming significant central bank meetings in late April might bring more insights into policymakers’ responses.
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08:57
30 March 2026
On this episode of Seven Minutes on Markets, hosts Sam and Ben reflect on market behaviour amid oil price surges and geopolitical tensions. They note a trend where markets seem less reactive to repetitive crises, suggesting a normalisation to current volatility.
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06:48
23 March 2026
Ben and Ahmer tackle the complex dynamics affecting global markets, particularly in light of recent geopolitical tensions and economic indicators. They point out how traditional safe havens like gold are surprisingly underperforming, emphasising the need for investors to stay focused on long-term growth rather than get caught up in short-term market frenzies.
00:00
07:20
16 March 2026
In this episode of 'Seven Minutes on Markets,' hosts Sam and Ben delve into the significant impact of the Iran conflict on global markets, with a particular focus on the strategic importance of the Strait of Hormuz. The strait's role in the transport of not just oil, but also crucial fertilisers, highlights the potential for widespread repercussions, especially for nations like India.
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08:08
09 March 2026
In this episode of 'Seven Minutes on Markets', hosts Ben Kumar and Sam Hannon discuss the ongoing Iran conflict's effects on global markets. The Straits of Hormuz closure has contributed to rising oil prices, creating uncertainty in the markets. While historical conflicts have shown markets' resilience over time, the current situation brings second-order effects. Rising oil prices influence sectors from airlines to microchip manufacturing, highlighting the importance of change over absolute price levels. With central banks pondering interest rate adjustments, the economic resilience of the US could play a crucial role in stabilizing global markets.
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10:04