Ben Kumar
Head of equity strategy at Seven Investment Management who provides market analysis and commentary on oil prices, geopolitical risk, and economic implications.
Best podcasts with Ben Kumar
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6 snips
Mar 10, 2026 • 6min
The view of this economy from the boardroom
Tim Walsh, Chair and CEO of KPMG US, shares concise takeaways from a CEO survey on AI, tariffs, and investment plans. Ben Kumar, head of equity strategy at Seven Investment Management, breaks down recent oil-market swings, geopolitical risks, and implications for commodities. Short, focused conversations on corporate sentiment, market moves, and where uncertainty still hangs.
Mar 10, 2026 • 6min
The view of this economy from the boardroom
Tim Walsh, Chair and CEO of KPMG US, shares CEOs' top worries like AI adoption and tariff uncertainty. Ben Kumar, head of equity strategy at Seven Investment Management, breaks down recent oil swings, transit risks, and market reactions. Multiple short conversations explore AI's workplace impact, investment pauses from policy uncertainty, and why leaders still see resilience ahead.
