Russ Mould, after explaining why cocoa has recently become more expensive than copper, thinks the buoyancy of "Doctor Copper" could suggest the global economy is in ruder health than many believe. If so, he wonders why central banks are so keen to cut interest rates. And if inflation rises, commodities could return to fashion. He points out that mining stocks have failed to keep pace with commodity prices but emphasises that private investors should always ensure that they are diversified and don't put all their (Easter) eggs in one basket.

Guests: Russ Mould

Published: Thu 28 March 2024