# #75 Markets shaken, not broken: Middle East tensions

Page: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/75-markets-shaken-not-broken-middle-east-tensions
Text version: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/75-markets-shaken-not-broken-middle-east-tensions.md
Podcast: [The Investment Perspective, with Ninety One](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967)
Published: 2026-04-02T09:05:15+00:00
Episode link: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/75
Audio file: https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69ce159db601292a8007aca9/media.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/75-markets-shaken-not-broken-middle-east-tensions
Duration seconds: 536

## Resource

The sudden escalation in the Middle East has jolted global markets, reversing expectations for lower inflation and rate cuts almost overnight. Malcolm Charles explains why this is more than a passing shock, how portfolios are being repositioned for a more uncertain world, and why caution rather than conviction is guiding investment decisions right now. Hosted on Acast. See acast.com/privacy for more information.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/75-markets-shaken-not-broken-middle-east-tensions/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/75-markets-shaken-not-broken-middle-east-tensions.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.