Podcast by 7IM, in partnership with Rockhold Asset Management
03 November 2025
The podcast episode unpacks recent announcements from the Federal Reserve, focusing on their cautious approach to reducing interest rates amidst tariffs and inflation concerns. The conversation further explores how these economic conditions affect consumer spending and corporate strategies, with particular attention to the tech sector's strong performance in AI and digital transformation.
00:00
09:29
27 October 2025
Hosts Ben Kumar and Sam Hammond delve into the recent trends affecting global markets as regional banks recover and earnings reports from major corporations like Apple provide reassurance. Sanctions on Russia have caused a slight jump in oil prices, yet market conditions remain stable due to adequate supply levels. Additionally, a notable increase in gold purchases is observed as central banks and investors seek alternatives amid geopolitical concerns.
00:00
08:32
20 October 2025
In this week's episode, Sam Hannon and Ben Kumar discuss the recent turbulence in the credit market, where defaults by companies like Tricolor and First Brands have caused concern. Despite some financial upheaval, they emphasize that market cycles naturally involve failures and the emergence of new competitors, ensuring a dynamic market environment. The episode also touches on the US government shutdown, where emergency funding has temporarily prevented major disruptions. The hosts argue that while fear and sensational headlines grab attention, the fundamentals of the market remain relatively stable.
00:00
06:19
13 October 2025
In the podcast, Ben Kumar and Sam Hannon analyze recent market developments, focusing on the implications of geopolitical shifts and economic policies.
00:00
07:43
03 October 2025
In this week's episode, Ben Kumar and Sam Hannon discuss the surprisingly positive market performance in September across the globe, hitting all-time highs despite historical trends indicating otherwise. They dive into the regular occurrence of US government shutdowns and how these events, while dramatic-sounding, tend to have minimal long-term impact on economic growth and market conditions.
00:00
08:19
29 September 2025
Sam and Ben delve into the convergence of politics and markets, noting how various global political events overshadow economic data. With potential U.S. government shutdowns typical during budget disputes, markets seem resilient despite uncertainties.
00:00
07:50