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Is UK inflation spiralling out of control?

In this week’s episode, Mike & Rory talk about inflation in the UK and discuss their thoughts on why it is still over 10%. The pair also share their thoughts on why it could be about to fall much lower but also give reasons why it may remain higher for longer.

Mike and Rory look under the hood of the UK economy of what really is the driving force of inflation and talk about how wage growth isn’t always a good thing when inflation is running hot. They also discuss what factors are driving inflation and some of the indicators that they look out for to best gauge inflation expectation.

Mike and Rory also talk some politics and mention how both sides of the UK government aren’t doing much to help inflation but do mention how extra spending could see inflation remain higher and if the government roll back spending that inflation could reside lower. The pair also briefly share how they like to invest during times of higher inflation.

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Hosts

 

Rory McMullan – Host

Rory is a final year student studying Accounting and Finance in London, He started his trading journey over 2 years ago but has came quite far in the process. He traded most asset classes starting with FX and Commodity trading, trading crack calendar spreads within the energy market to now running his own Long/Short equity options portfolio. The book that he trades is a systematic, top-down bottom up equity portfolio. Rory has a strong passion for the financial markets and really hopes he is able to be of assistance to anyone either starting their trading journey or looking to further their knowledge.

 

Mike - Two Blokes Trading Podcast.png

Mike Geatry – Co host

Mike is a recent graduate that has background in economics and business. Since leaving university he has gained an array of exposure across a number of different markets including: Real assets, FX, Fixed Income and Private Equity. 
 
Mike has used his industry experience along with a number of alternative resources to develop his understanding of the financial markets. With an interest in most asset classes, Mike uses both macro and technical analysis to form his outlooks. 

 

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