02/03/26: Middle East conflict, Nvidia earnings & inflation update

02/03/26: Middle East conflict, Nvidia earnings & inflation update

From Carrick Espresso Podcast by Marlborough Group

March 2, 2026 · 8 min · Episode 118

About this episode

The episode discusses recent events including the Middle East conflict, Nvidia earnings, and an inflation update.

In this week's episode of the Monday Espresso podcast, the team discuss recent events and look to the week ahead. These are the Multi-Asset Solutions Investment Team's views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to change. Capital is at risk. The value and income from investments can go down as well as up and are not guaranteed. An investor may get back significantly less than they invest. Past performance is not a reliable indicator of current or future performance and should not be the sole factor considered when selecting funds. Marlborough ICAV is authorised and regulated by the Central Bank of Ireland (No.C186352). Registered Office: Marlborough ICAV, 88 Harcourt Street, Dublin 2, Ireland. Directors: Raymond O’Neill (Irish), Brian Farrell (Irish), Dom Clarke (British), Martin Ratcliffe (British) and Danny Knight (British).

People in this episode

Hosts: Marlborough Group, Raymond O’Neill, Brian Farrell, Dom Clarke, Danny Knight

Topics covered

  • Middle East conflict
  • Nvidia earnings
  • inflation
  • investment advice
  • market analysis

Keywords

  • Middle East conflict
  • Nvidia
  • earnings
  • inflation
  • investment advice
  • market analysis

Mentioned in this episode

Organizations: Marlborough ICAV

Places: Ireland

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