Commodity prices - oil, gold, bond markets - have moved around a lot during recent weeks of market volatility. But in this episode, Emma and Matt discuss whether markets are choosing to actually ignore the conflict, and see a path through to normalisation. US markets are actually up for the year to date, so are we seeing optimism about a path to peace?

Matt also explains some of the recent movements made by the so-called Magnificent 7 - Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla - and why some have been starting to question whether they are feeling more like the Lag 7?

This podcast was recorded on April 15 2026 and all information was correct at the time of recording.

Nothing in this podcast is personal advice – you should seek advice if you’re unsure what’s right for you. Investments rise and fall in value, so you could get back less than you invest. And past performance is not a guide to the future.

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