『Ben's Market Chat - Insights and Interviews』のカバーアート

Ben's Market Chat - Insights and Interviews

Ben's Market Chat - Insights and Interviews

著者: Ben
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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 key structural growth opportunities where we find them and will arrange interviews with some of the greatest investors in their fields so we can give our audience a flavour for what is the their investment focus as well as our own principal way of constructing a multi-asset global portfolio.


We are not going to advise on investments and we urge you to go and do your own research or seek advice from a financial advisor before you delve into the markets. We are only aiming to help you and empower you to think about finance and investment in a more structured way.

© 2025 Ben's Market Chat - Insights and Interviews
個人ファイナンス 経済学
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  • Can law enforcement techniques help in analysing investments?
    2025/11/17

    This week we speak to Tom Dahri. Tom has a storied career in law enforcement and played pivotal roles during the 7/7 attacks and headed the homicide command unit during the 2017 London Bridge attacks.

    We wanted to lean on Tom’s experience in the field of investigation and see if we can draw parallels between building a case to track down a perpetrator and building an investment rationale for investing in businesses. We explore and delve into Tom’s experiences in the field and discuss how evidence, witness statements and forensics all built a profile of a scene and how the police would use those factors to build their cases.

    We talk about behavioural science and how this lends itself to analysing how founders and entrepreneurs may behave under stress. Tom has himself founded and built a number of tech start-ups, so he’s seen both sides of the coin. His experience in law enforcement has played a big part in shaping his approach to product market fit.

    Always do your own research or seek the advice of your professional financial advisor.

    You can find us on LinkedIn and YouTube, Money Matters, Ben Hakham CEO at Traderoutes Capital.

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    42 分
  • Ben's Market Insights - Episode 14 - Examining MAG7's ROIC
    2025/11/12

    In today’s episode we discuss why we think the equity market is likely to return a significantly higher return than the balanced private client portfolio over the coming years.

    We also discuss the end of the longest ever government shutdown in the US and why it could prove to be a major headache for the Democrats.

    We also look at the latest Challenger unemployment statistics and elaborate on why we think this could prove to be good for markets.

    We look at tech sector Return On Invested Capital (ROIC) vs the broader market and provide insights into the cost of capital for MAG7 vs the broader market.

    Is ROIC the correct measurement of corporate success? Let us know your thoughts?

    Always do your own research or seek the advice of your professional financial advisor.

    You can find us on LinkedIn and YouTube, Money Matters, Ben Hakham CEO at Traderoutes Capital.

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    12 分
  • Running a Family Office in Trump's America with Mike Gabrail of Pine Links Holdings
    2025/11/06

    This is a great discussion, packed full of unique insights into the state of the US today.

    What’s it like to run a Family Office in Trump’s America? Mike is a paid up member of the Republican party and a qualified lawyer. He offers insightful and forthright views on the state of the US economy under Trump’s 2nd term and he un-wraps the ups and downs of the Presidency to date.

    Mike tells us about the impact of Trump’s fight with the Pharma sector and the long term implications for R&D spend. We talk interest rates, deregulation and government shutdown. Mike has a really interesting take on the social and economic impact of the ICE raids and immigration policy and how the Supreme Court is likely to deal with this issue and tariffs. Mike concludes with a post Trump US vision and the legacy he leaves behind.

    Would love to hear your views on Trump's America. Good or bad for business?

    Always do your own research or seek the advice of your professional financial advisor.

    You can find us on LinkedIn and YouTube, Money Matters, Ben Hakham CEO at Traderoutes Capital.

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    34 分
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