This podcast was recorded in May 2022, at a time where commodities have been front of mind across all asset classes. Significant moves seen in the commodities themselves, but also driving inflation expectations and therefore bond markets and driving sectors within equity markets. Food and energy prices are driving the cost-of-living debate and both are leading to pressure on politicians and governments. Add the implications of the tragedy in Ukraine and we have a rather complex current cocktail. Richard Dunbar discusses these complexities with Sree Kochugovindan and Bob Minter in the latest edition of the Investment IQ podcast series.