Ben Kumar
Head of equity strategy at Seven Investment Management in London who offers market-floor perspective on investor behavior, oil markets, and supply-chain resilience.
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Jan 5, 2026 • 7min
How markets are responding to Venezuela
Join Julia Coronado, a macroeconomist and founder of MacroPolicy Perspectives, and Ben Kumar, head of equity strategy at Seven Investment Management, as they explore the market's calm reaction to the arrest of Venezuelan President Nicolás Maduro. Julia explains why investors aren't expecting significant changes, while Ben discusses the muted oil market response. They highlight the ongoing focus on supply chain resilience and energy alternatives, emphasizing a 'wait and see' approach amidst geopolitical tensions.
Jan 5, 2026 • 7min
How markets are responding to Venezuela
Julia Coronado, an economist and founder of MacroPolicy Perspectives, and Ben Kumar, head of equity strategy at Seven Investment Management, discuss the market's calm reaction to the arrest of Venezuelan President Nicolás Maduro. They explore how investors perceive the situation, with Coronado noting no significant global changes. Kumar emphasizes a 'wait and see' approach among traders. They also touch on Venezuela's limited role in oil production, its impact on global supply, and discuss the resilience of supply chains amid geopolitical shifts.
