Matthew Kidman hosts Steve Johnson from Forager Funds and Tim Carleton from Auscap Asset Management in our regular thematic video discussion. Iron Ore continues to defy expectations and move lower. BHP, RIO, Vale and FMG have all opened the production floodgates and, combined with the slow down in China, the back drop looks challenging. The story in energy markets has also been well documented. Record inventories and continued supply growth has seen oil prices on a slippery slope south. We ask our panelists for their take on a highly topical investment theme to see what opportunities may (or may not) be on offer and how they are viewing the current set up in these two markets: