Ben Squared Podcast: “5th May 2026 – Ceasefire Breach, AI Flying, Central Bank Comms”

About this episode

The episode discusses the impact of Middle East developments on supply chains and inflation, alongside AI stock performance and central bank communications.

In the latest Ben Squared podcast the resident pair discuss the troubling developments in the Middle East. Specifically, the conversation focuses on both the direct and indirect fragmentation of supply chains, threatening further (and more persistent) inflationary pressure. Also on the agenda is the stunning form of AI related stocks, as well as US Federal Reserve personnel matters and Bank of England communication efforts. This podcast was recorded on 5th May 2026. *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns. Hosted on Ausha. See ausha.co/privacy-policy for more information.

People in this episode

Host: Ben Squared

Topics covered

• Middle East conflict
• supply chain fragmentation
• inflation
• AI stocks
• central bank communication

Keywords

• Middle East
• inflation
• AI stocks
• supply chains
• central banks

Mentioned in this episode

Organizations: US Federal Reserve, Bank of England

Places: Middle East

More episodes of Time in the Market

• Ben Squared Podcast: 9th June 2026 – Have we Seen the Equity Market Top? · June 9, 2026 · 31 min
• Ben Squared Podcast: 2nd June 2026 – A New Fed Chair and a New Regime?? · June 2, 2026 · 34 min
• Time in the Market: Episode 39 – Ai is Flying! Why and What Next with Ashley Oerth? · May 28, 2026 · 42 min
• Ben Squared Podcast: 26th May 2026 – The Conflict between Bonds & Equities · May 26, 2026 · 31 min
• Ben Squared Podcast: 19th May 2026 – UK Politics & Investment, Featuring Graham Hook · May 19, 2026 · 49 min
• Ben Squared Podcast: 11th May 2026 – UK Elections, US Jobs and AI Heat · May 11, 2026 · 33 min