E212 - The War of Unintended Consequences: Oil, Inflation, and Interest Rates

You've seen the oil price soar. But crude is just the start—the Iran conflict is sending shockwaves through natural gas, fertiliser, helium and a host of other commodities we take for granted. What does it all mean for inflation, interest rates, and how you might want to position your portfolio?

And in the Dumb Question of the Week: Does the futures curve predict where prices are going in the future?

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Thank you to Lightyear for sponsoring this episode.

I opened my 2025/2026 ISA with Lightyear. If you want to try th...