This episode was recorded on 1 July
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01:35 – Ben’s analysis of market movements in the last quarters
04:45 – The Government spending plan marks an important shift in the economy, mentions Ben
07:42 – Ben’s view on inflation and monetary policies in the UK
13:31 – A second Covid-19 wave wouldn’t be surprising, but it is a concern, says Ben
18:29 – Ben’s outlook for global investing opportunities and risks
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