Two Blokes Trading
Rory & Jonathan! (Two Blokes Trading)
Subscribe
Join the blokes as they dive deep into the exciting, complex and above all potentially lucrative world of home trading.
Available episodes
Newest first
Oldest first
Nov 27, 2023
Trend Is Your Friend
In this podcast Jonathan & Adam scan the markets, with the current theme being the trend is your friend!
This morning the markets were thin after thanksgiving on Friday, but we did see a slight pickup as the day went on. Markets are currently directional which is great for traders, the DXY remains bearish & stocks are soaring with market sentiment firmly risk on, as we approach the Christmas period.
Jonathan discusses how over the early years of his trading journey he let his bias dictate his decision making, regardless of the trend & even went through a period of counter trend trading. In recent years he has found his success rate increase when he aligns his bias with the trend. This lessens the amount of trading opportunities but has substantially increased the success rate of his trades.
Adam goes on to discuss how he feels there maybe a short term market shift about to happen as he believes the markets are currently overextended & we may see some cooling off, this might be the time to reassess the shorter term direction. However Adam feels that 2024 will be a strong year with Tech & AI growing rapidly. Adam also believes that global economies will recover next year & we may see a strong pick up, however Jonathan disagrees & feels it will take more time to fully recover.
The blokes go on to discuss the impact rising interest rates have had on the markets, plus how the world is adapting to a new way of life in this faced paced environment.
The blokes move on to scan the markets looking at US Indices which are currently flying, with most of the blue chip companies taking advantage of the Santa rally. Jonathan goes on to give his opinion on Oil & Gold with the latter reaching 6 month highs. The blokes then look at some USD pairs with most markets taking advantage of Dollar weakness.
To conclude the episode, Adam shares his hot tips on the market, which are Disney & ASML, whereas Jonathan feels Nvidia has further to go due to It’s domination of the AI chip market, which is expected to grow by 38% annually for the next decade, almost ensuring continued upside for Nvidia.
You can join the blokes in our community & receive access to our education, market breakdowns, trade ideas, live webinars & much more.
playlist_add
Nov 23, 2023
Importance of the Economic Calendar
Jonathan and Rory talk though the importance the economic calendar for all traders. A lot of traders believe that certain data doesn’t move the markets enough and that they should ignore it. But using this information to your advantage can give you a trading edge.
The economic Calendar provides real-time updates on economic news and trends, allowing individuals to make more informed investment decisions.
This information gives you a macro outlook, allowing you to a receive an insight into key data such as GDP, Inflation, Unemployment, international relations & political changes.
During the episode, Rory & Jonathan share how they use the data not just for volatility trading but to confirm or deny pre-existing biases we may have. For example, if you think the economy is struggling and the PMI report is growing each time, the market might not move but maybe you should change your bias? It’s about using the data in your favour to add further confirmations which will in turn help your consistency.
The Blokes then discuss the PCE index, which is released next week, what it means and the importance of it to traders. Rory mentions how the PCE is the Fed’s preferred method to gauge inflation along with describing exactly how it’s calculated.
If you really want to improve your trading, then you need to use all the resources at your disposal to build a bias whether that bullish or bearish.
Listen now to find out more!
playlist_add
Nov 20, 2023
Oil rallying to $100 per barrel?
One of the main talking points over the weekend was the production cuts from OPEC. It’s looking possible that over 1 million barrels per day could be cut from supply as fear enters the market that demand could be drying up.
We have already seen on Monday that price is up nearly 3% towards $78 and speculation is that it will continue towards 80.
DXY continues the move lower today as more negativity creeps in. There seems to be a strong risk on appetite in markets and with implied interest rates moving lower, strength in USD is fading as a break of 103 looks likely.
Other FX crosses seem to be taking advantage of this with USDJPY moving towards 148, USDCAD holding on the trend line and USDNOK moving lower from the higher oil prices (NOK benefiting)
Gold continues to move sideways unable to take advantage of a weaker dollar. Jonathan still holds his thoughts of selling gold at 2000 and narrowly missed a great shirt at price rallied above 1990.
Indices within the UK remain subdued as weaker oil prices impact the FTSE100 constituents. US indices continue moving higher with the NASDAQ pushing higher towards 16,000.
With the macro picture still not looking all positive but a soft landing looking more likely, how will you be positioned going into the remainder of 2023?
playlist_add
Nov 15, 2023
How to trade news headlines
In this podcast , Jonathan and Rory discuss how to trade news headlines. The key is to understand the impact & domino effect these headlines can have on companies & markets.
Immersing yourself within the financial markets is key to construct your trade and investment ideas. The example Rory covers, is around Maersk letting go 10,000 workers. We ask, if they are seeing less demand what does this mean for other stocks in the sector? What does this mean for the market, the economy and global trade?
We also talk about inflation and deflation problems in China and Japan. How the weak JPY is causing high inflation and how the strong CNY is causing deflation due to imports becoming cheaper. This also means exports are dropping which isn’t helping things as China received another huge stimulus pump earlier this week.
Jonathan also talks us through the many opportunities that have been in markets this year as we draw to a close. With so many moves in dollar, Jonathan talks us through how he was long dollar from July based off his bias that the fed were not going to cut interest rates earlier this year. Both Jonathan and Rory explain that the cuts in monetary policy there were due around this time, were pushed back so far that it was taken hawkish by traders hence the strong run higher in US Dollar/DXY.
Understanding how macroeconomics shape markets is essential to understanding trading and the Two Blokes Trading app is the best place to start.
Join our 1500 + members today and sign up for free below
playlist_add
Nov 13, 2023
Hold Fire Amid Uncertainty
In this weeks episode, Jonathan & Adam scan the markets & explain why you should hold fire amid uncertainty.
Monday has been a quite day & the blokes explain the importance of waiting for the right time to execute with Dollar currently consolidating.
Later in the week we have some high impact data coming out with US CPI & PPI & we should see a spike in volatility. This should offer some further insight into the longer term direction of markets.
Jonathan discusses his perspective on the markets, particularly USD/JPY of which he shared a trade in the APP earlier in the day which played out nicely, seeing a short spike in volatility.
A weak JPY has become a political issue for the government amid rising cost-of-living pressures. Unless BOJ intervene we could see a bullish move to the upside, but the blokes both agree it's likely that they will!
Adam then offers his technical viewpoint on the markets across FX pairs & Gold with his current bias being further Dollar weakness, but there remains uncertainty in the markets & we should have a clearer picture later in the week.
Adam then offers his opinion across Tech stocks & remains bullish on semi conductors firms such as AMD & Nvidia with his pick being ASML Holdings.
The blokes share their market analysis & trade ideas on the Two Blokes Trading APP everyday, so don’t miss out!
Check out the FREE Two Blokes Trading Community for education, analysis & much more!
playlist_add
Nov 8, 2023
Pros & Cons Of Limit Orders
In this episode the Blokes discuss the pros & cons of limit orders. Jonathan and Rory both discuss how & when they use limit orders in different situations.
Both Jonathan and Rory highlight that the advantages usually heavily outweigh the disadvantages. It allows you to target a specific target price & have that order waiting to execute even while away from the computer, meaning you will never miss an entry. Most part-time retail traders can’t sit in front of a screen 24/7, so by placing limit orders it allows traders to semi automate the process.
Rory explains that the only slight disadvantage is in highly volatile markets where the trade can be executed and hit a stop loss in a matter of seconds however, chances of that are very slim out of the covid cycle.
Jonathan explains using limit orders correctly can allow you to find optimal entry levels rather than executing a trade at the wrong time. Also limit orders can be highly beneficial when price is trading within a range. For example, If an asset has a strong range and is continuously finding support and resistance at the same levels, orders can help remove any doubts.
Similarly both Jonathan and Rory agree that on larger one off trades, limit orders are useful for not missing a big move in the market. For example; recently when Gold hit 1800, before it was there, a lot of people would have thought it was a great level to buy. However, when price reached 1800, people were afraid to buy, having this order in place would have removed any psychological doubts & this will help you trade more objectively.
There is no doubt that if used correctly limit orders can improve your success rate & limit your screen time!
Make sure to join the app today where Adam, Jonathan and Rory give their daily rundowns of markets and analysis and join over 1500 people in one of the fastest trading communities.
Check out the FREE Two Blokes Trading Community for education, analysis & much more!
playlist_add
Nov 6, 2023
Santa Rally On Its Way
Is the Santa rally on its way or is this just an overreaction to some bad news that investors think is good news?
For a long time now, the narrative of “bad data = good news” has allowed equity markets to rally. However, Rory shares in the app and talks about it on todays podcast that over 75% of major data last week was negative. yet the market takes it as a positive.
While that may mean the Fed are not going to hike as much if at all, it does mean there is a deterioration within the economy and it’s why Rory says he is exercising caution within the equity space right now.
Jonathan discusses the increase in volatility throughout the markets, most notably the fall of the Dollar & the rise of stocks has changed the perspective for now & it’s time to reassess.
This week is quite on economic front, with the exception of Powell's speech, which may allow the markets to digest last weeks data & offer a clearer picture for the longer term direction of the markets.
Jonathan shares his thoughts around the USD and notes that many dollar pairs such as GBP and EUR are all moving higher and taking advantage of this recent dollar weakness. We will have to wait until next weeks CPI report for further clarification of dollar positioning.
Speaking of taking advantage of dollar weakness, Gold failed to do so, still hovering shy of $2000 not able to break higher despite the sell off in USD. Both Jonathan and Rory agree that if gold can’t move higher now, what will make it move higher? It perhaps doesn’t look as attractive as other trades such as FX or the fixed income space.
Crude oil rose to nearly $83 on Monday morning trading but remains under pressure despite Saudi Arabia confirming an extension of its 1 million barrels per day additional voluntary production cut until the end of December, while Russia said it would continue with its additional voluntary supply cut of 300,000 bpd from its crude exports as well.
Finally, we have another busy week of earnings. Rory has shared the economic calendar and earnings calendar within the app, along with Jonathan and Adam, who are posting their daily analysis on the markets.
Join our community APP today at app.twoblokestrading.com
playlist_add
Oct 31, 2023
Will USD/JPY Tank?
Rory takes a USDJPY short just before the podcast begins, but will USD/JPY tank? He explains the reasoning behind this move as well as the strong risk to reward that is favoured. Jonathan is holding off until we see 152 hit but will it be too late?
The question is will Bank Of Japan intervene after removing a pledge to defend the level with offers to buy unlimited amounts of bonds.
This week in the markets is Jam-packed with Data, Earnings, and everything in between. With ISM, PMI Services, NFP, FOMC, BoE and more. There is sure to be a further increase in volatility.
One of the biggest stock winners so far is Amazon after earnings were released better than expected with the share price jumping 11% as the outlook seems better than initially expected. The last time the stock has had such a two day stretch was a 17% rally from November 11, 2022.
The blokes look over other markets with Rory saying he is now short on Oil but would rather not be involved. There’s so many factors that could go against this such as the War in the middle east and the potential of OPEC supply, none of this can be confirmed or quantified and therefore, for now, both of the blokes agree they would rather rule it out. Data from China the US and EU also isn’t highly supportive of stronger economic conditions therefore demand for Oil may not be as strong as initially predicted.
Gold has found resistance at the $2000 level after a strong run higher. Jonathan explains how the major zone of 1800/2000 looks to be in play for quite some time and its likely with a stronger dollar, Gold will remain under pressure, unless of course we see any escalations in middle east.
DXY saw strong support last week from 105.50 and today at 106.00 to continue the push higher towards 107. Jonathan reiterates his long bias on USD & has been taking advantage of the cross pairs as a result. Jonathan also says with a lot of data due this week, there could be the potential for a lot of volatility and higher USD.
With lots of earnings this week from McDonalds, Pfizer, PayPal, Apple, Shopify and many more, it’s going to be an interesting week!
Join us live in the APP as we cover NFP this Friday!
Check out the FREE Two Blokes Trading Community for education, analysis & much more!
playlist_add
Oct 26, 2023
Uncertainty In The Financial Markets
In this episode Jonathan and Rory continue to evaluate the risks from the Middle East & the uncertainty in the financial markets. Also looking at higher yields and central bank action from around the globe.
The war in the Middle East is still raging and shows no sign of stopping. In the podcast Rory mentions the risk of other countries such as Iran getting involved and the potential catalysts that could being to the table.
The ECB are expected to hold rates this week however the door is open in the future for hikes as higher oil prices Continue to drive prices higher says Christine Lagarde and the ECB are cautions of this.
The US markets snapped a strong losing streak after better than expected earnings from Microsoft and Google. Google was down due to their cloud revenue being lower than forecast.
Higher yields in the US and across the EU/GB have punished stocks in recent days with the US S&P500 breaching the 4200 support level. Hedge fund manager, Bill Ackman announced he was covering his short bond positions and now is looking to go long bonds as these attractive yields.
The Fed are almost certain not to hike rates next week however the door may be open in December as Jerome Powell is watching yields with caution.
To find out more , join the free app today at app.twoblokestrading.com
playlist_add
Oct 19, 2023
The Impact Of War On The Financial markets
In this episode the blokes look at the impact of war on the financial markets & what markets are most effected.
The blokes also share their deepest condolences to the innocent people that have been effected by the war, especially the woman & children.
Jonathan discusses how there is always two sides to every war & how main stream media always have an agenda, so make your own opinion through valid sources.
Rory discusses how religion has & always will be a major cause in so many wars, along with the fight for power, money & resources.
Jonathan shares how he was compelled to an image drawn by the famous artist Banksy, depicting the innocents of children regardless of their cultural background.
While the war in the Middle East continues, the question for us traders is how does it effect the markets? Jonathan and Rory break down what exactly the implications are for now & may have in the future.
While neither countries involved are major contributors to the global markets, countries such as Iran are major oil exporters which account for nearly 2% of total daily production.
If they were to get involved and sanctioned, how would this impact commodity and energy markets? It would be negative and quite inflationary for markets causing a stronger dollar and weaker equities (similar to what we are seeing right now).
The History books will tell us "the greater the increase in oil prices, the more likely a recession eventually unfolds."
The question Jonathan wants to know is how much of this is priced in to the markets already. Unfortunately we don’t know what is priced in but what isn’t priced in is a deep escalation and involvement of Iran.
If the war stopped tomorrow, we don’t think markets would react hugely positively, maybe slightly. However any escalation could be detrimental to markets.
We are already seeing the cracks appear outside of the Middle East with inflation back on the rise, consumer spending strong however savings are down, credit card purchases are up and credit card delinquencies are increasing.
Inflation & Interest rates remain high with no signs of slowing down with the 10yr US Bond Yield breaking above 4.9% on Wednesday.
Why is all of this so important? Tune into this weeks podcast to find out more.
Check out the FREE Two Blokes Trading Community for education, analysis & much more!
playlist_add
Oct 13, 2023
Technical versus Fundamental Traders
In this weeks podcast the blokes discuss the difference between technical versus fundamental traders.
We also introduce Adam Harris, a long term professional in the financial markets who has now joined the team and most will already have noticed his great analysis within the app already. Adam talks us through his background and years of experience. He starts by telling us exactly how he got into trading and the process that led him down the route of predominately becoming a successful technical trader.
The blokes share their opinions on their styles of trading, showing that regardless of how you analyse the markets whether that’s technical, fundamental or sentiment based, you can be still be profitable. There is a million ways to trade the financial markets its just perfecting your strategy to gain consistency over the long term. The blokes all agree that mentoring was key to success in their journey.
The podcast was also recorded over the US CPI release and with a 3.7% YoY figure…
playlist_add
Oct 8, 2023
Macroeconomic Indicators
In this podcast, Jonathan and Rory discuss the importance of using macroeconomic indicators.
During the live NFP stream that Jonathan and Rory shared via the TBT app, Rory mentioned before NFP was released how he thought there would be a larger than expected number as he read reports on indicators that suggest employment is increasing.
Looking at reports such as the ISM and being able to take a collective data set of the recent initial jobless claims report, you can marry up the data and draw your own conclusions. This analysis can give you the edge when trying to forecast data releases.
On this point, Jonathan mentions the importance of using your own data and your own ideas rather than relying on other people’s ideas. Jonathan says, “We see it time and time again where Investment banks have conflicting opinions and these guys are supposed to be the industry experts”.
Rory also discusses the importance of not taking trade ideas directly from anyone. The main reason, it is…
playlist_add
Oct 3, 2023
Gold Not So Shiny
I’m this episode, Jonathan and Rory breakdown the week ahead in the markets and discuss the moves of last week, including why gold is not so shiny for investors. The blokes also share their opinion on what markets to watch this week.
The ISM PMI came in above estimates however the S&P500 didn’t manage to take much advantage, closing nearly flat on Monday. However, tech is still being driven higher by just a handful of names.
Dollar continues the climb above 107 as traders wait for the NFP and ESR report on Friday to determine the US labour market conditions. The ISM said that employment was better and on Tuesday afternoon, JOLT job openings has risen higher than expected creating more openings and a stronger market.
Rory discusses in the podcast how there is 28% probability of a rate hike In November however there is a 6% probability of a 50bps hike in December, any wonder the dollar is rallying.
Speaking of dollar, EURUSD continues to be held lower now at 1.04 , close to parit…
playlist_add
Sep 26, 2023
Are Stocks Doomed?
In this episode the blokes breakdown the markets & ask the question are stocks doomed?
The blokes discuss how it’s a great time to be trading! Markets are directional which presents huge opportunity to capitalise.
Rory also tells us how McDonald’s was founded. Have you watched the movie about McDonalds? If not it’s a great watch for anyone with an entrepreneurial mindset. I won’t spoil it here but I do suggest to watch it.
This week In markets we focus on Yields, consumer confidence, dollar strength and equities which remain pressured as market sentiment shifts!
A weak bond market which is effectively pushing yields higher and strength into the dollar is playing havoc on the equity market. As of 6pm London time on Tuesday, the S&P500 was down over -1.1% as dollar continued to surge and yields on the 10yr pushed past 4.5%.
Fed Member Neel Kashkari reiterated his statement that he expects another rate hike this year however that was closely followed by a statement saying he…
playlist_add
Sep 21, 2023
Global Recession Coming Soon?
Jonathan and Rory dive into the facts to help understand if there will be a global recession coming soon? The blokes share their opinions on the future outlook across a global level.
In the podcast, they mention how we have avoided a crash in the economy despite higher interest rates and the cost of living crisis.
Rory discusses what caused inflation in the first place as well as some home truths to why wages unfortunately will never catch up with prices, even in the long run.
The blokes also talk about how different geopolitical events can impact countries and how this filters down into markets and what traders need to be aware of.
Understanding that there are always three sides to any story is the key to understanding the market. All media across the world is biased towards an opinion or agenda but only the truth will allow you a clear vision to best predict the future.
Rory explains it is up to you to decide on what information to listen to, plus the importance of listening…
playlist_add
Sep 18, 2023
The DXY is on a 8 week winning streak
In this episode, Jonatan and Rory discuss how the DXY is on a 8 week winning streak, could it make a ninth?
The blokes analyse some last weeks action in markets including, the US CPI print coming in hotter than expected along with the influence it had on Equities and FX pairs last week, plus the impact it could have on the FOMC this Wednesday.
The Blokes also talk about how the ECB increased rates another 25bps to 4% and signalled to the market that they are likely done while they also revised up inflation forecasts, while lowering growth for 2023 and 2024.
This week in markets, the Fed interest rate decision is on Wednesday night and Rory talks us through what to listen out for including, what their inflation forecast will look like, what the FOMC expects in terms of growth, as well as their expectations of interest rates within the speeches and the all-important Dot Plot.
EU stocks have dropped off following the decline on wall street on Friday and Société general dropped 11% a…
playlist_add
Sep 14, 2023
Mindset of a Successful Trader
In this podcast we introduce Rajan Dhall & discuss the mindset of a successful trader. Raj has an extensive history and career in trading adding further value to our community, which we discuss in the podcast.
Rajan talks about trading psychology and the importance of it and describes how retail traders can become better traders by simply switching their mindset. He also talks about how retail traders can develop their own strategy around a work life balance. Raj also talks about what got him into trading, sharing his very interesting story of how his journey started as a fitness trainer at J.P Morgan.
Jonathan shares his thoughts on how retail traders battle with the psychology of trading & how traders can adapt a trading style that suits the individual. Jonathan also shares his journey of this and how he overcame the process. Jonathan firmly believes anyone can become successful in trading regardless of their background, once they are willing to learn, have the right information &…
playlist_add
Sep 12, 2023
Will Dollar strength continue
In this episode, the blokes offer their opinion on the markets, taking a close look to see will Dollar strength continue with a busy economic calendar ahead!
Rory and Jonathan talk about their expectations of markets ahead of the US CPI and FOMC Interest rate decision next week.
The past week in financial markets has been a lot quitter than usual on a data front with the UK labour market conditions being reported slightly higher on Thursday Morning. On Wednesday 13th, the US CPI is due to be released and could change how the outlook is on broader markets.
Starting with European Indices, they have been weaker ahead of the ECB interest rate decision. Negative data has German Dax down as traders brace for the ECB policy decision on Thursday. While the German investor moral is slightly higher in September, Wholesale prices continued their decline dropping by 2.7%.
The US dollar and DXY seen natural resistance at 105 which was expected ahead of the key CPA data and FOMC interest rate hi…
playlist_add
Sep 8, 2023
Why only 20% of traders make money
In this episode Jonathan and Rory discuss the well known statistic, why only 20% of traders make money. At the beginning of the podcast Jonathan runs through some statistics of the probability of footballers and golfers making it to a professional level.
Jonathan and Rory both share their experiences of what’s helped them throughout their trading journey, most notable having a mentor.
The blokes discuss with the growth of social media, there are now many charlatan traders, promoting their services to help other traders when they can’t trade properly themselves.
Rory also shared some thoughts about his University experience, how people are committed to 3 year degrees at University to then only be considered for further training whether that’s law, accounting etc.
Whatever job or profession you would like to do, it requires time to learn & refine the skill. Sometimes making mistakes along the way, the key is to learn from your mistakes & remain focused on the objective.
Theref…
playlist_add
Sep 4, 2023
Will DXY hit 105?
For the 7th consecutive week, the Dollar Index finished in the green closing above 104 to show strong support, the question is will the DXY hit 105?
Jonathan and Rory both discuss their thoughts on dollar going into a quieter week than usual for economic data however the market will only be gearing up for what’s to come next week as the US CPI is due to be released. A hawkish release could see another strong dollar and the push to 105 whereas a dovish release could see DXY fall lower.
In Indices, US markets were closed on Monday following the labor day holiday. European indices had a strong start to the day but later in the session fell-off due to stronger efforts from China to support the property sector faded.
Jonathan talks about his views on GBPUSD, AUDUSD & USDJPY with his predispositions being short on both GBPUSD & AUDUSD pairs, as he is still bullish on Dollar. Both pairs are stuck in somewhat of a range but Jonathan thinks especially Euro has further to fall. Jonathan a…
playlist_add
Aug 31, 2023
Power Of Compound Interest
In this podcast, Jonathan and Rory talk about the 8th wonder of the world, Compound Interest.
This is a term a lot of people are familiar with but not many are able to use it to their benefit. At the beginning of the podcast, Rory tells us a story of friend who had money saved away for years which grew exponentially but one day decided it was enough and wanted to buy a car. If they had waited another 15 years the money wouldn’t have doubled to buy 2 cars, but instead would have been over half a million!
Jonathan then explains how compound interest and the power of it can be used in trading. He Explains that by having a small account and achieving just 2% each week that the numbers will compound weekly. In less than a decade you could be trading with more than half a million, starting with as little as €5000.
The blokes explain that Compound interest usually “doesn’t work” until the later stages as 10% of 1 isn’t much but when it’s 10% of 1 million, that’s when pe…
playlist_add
Aug 28, 2023
Busy Trading Week Ahead
In this podcast , Jonathan and Rory talk about their predictions on the financial markets, looking at Dollar, Dax, Gold, Oil, Apple, and major FX pairs. There is a busy week ahead with high impact data releases including, NFP, US PCE which could give some hints around the next inflation. (CPI) reading as well as thoughts on how the FOMC will react at the next monetary policy committee meeting in September. A higher number will indicate potential further increases to monetary policy and a stronger dollar led by weaker equities and bonds.
Oil on the other hand has experienced a slight pull back following a 45 degree incline during July as demand was strong and supply levels from OPEC could be impacted due to production cuts.
In FX, The Euro has been declining steadily and Rory discusses his great short trades on the pair last week, he talks us through why he shorted it and what he is focusing on going forward. Rory also talks about his reasoning for being neutral on Cable but still bul…
playlist_add
Aug 23, 2023
How to Build a Trading Strategy
In this podcast Jonathan and Rory talk about how to build a trading strategy and what to focus on when it comes to technical, fundamentals and sentiment analysis.
Jonathan discusses at the beginning of the podcast that too many new traders focus on technical analysis to generate trade ideas and solely rely on the charts for entries and exits. In this episode , he talks us through his reasoning of using technical analysis and how he combines fundamentals with sentiment to find trade ideas.
Rory also shares his thoughts on how to use statistical analysis as well as fundamentals to generate ideas whether it be in equities or forex. He explains the process of understanding economics as well as the value chain to identify ideas. When it comes to stop losses and profit levels, Rory is keen on using a more quantitative approach and encourages anyone to ask him more about it especially if they are interested in quantitative trading.
In the podcast Jonathan also mentions some resources that…
playlist_add
Aug 21, 2023
Dollar Strength
Jonathan and Rory discuss their thoughts on current Dollar Strength ahead of Jackson hole. Plus Fed chair, Jerome Powell due to speak on Thursday.
The economic calendar is due to be light until then but with some shockwaves from recent events, there could still be some volatility left in markets.
Rory discusses his thoughts on the dollar and how he sees 104.50 being the upper bound for now until more supportive data allows for price to continue. This is while EURUSD continues in the downtrend.
Jonathan shares his ideas with GBPUSD and the sideways action that’s been happening. For very short term intra day traders there has been strong support and resistance trading zone he says but for longer term directional traders, the volatility is non existent.
Jonathan and Rory both agree that while on Monday morning, European equities were driven higher by German PPI data, the strong sentiment in markets is what will continue to drive European risk assets lower for the time being.
For mo…
playlist_add
Aug 16, 2023
Trading Psychology
Too many traders are told “it’s about psychology” but what they aren’t told is the truth behind psychology. In this episode, Jonathan and Rory breakdown the truth behind trading psychology, as well as sharing some of their best tips when trading and investing.
The word psychology in trading is thrown around too loosely, understanding how to adopt an objective approach while trading will immediately give you an edge. If you have good risk management, then psychology around trading reduces significantly.
During the episode, Rory mentions that too many traders don’t focus on risk adjusted returns I.e. how much risk you take to profit. Too many traders focus on absolute numbers rather than the statistics themselves and while it may seem rational and reasonable, often it’s not favourable. Make sure to ask Rory any questions around probability, statistics, or portfolio performance in the app!
Jonathan also lets us in on how he remains in focus throughout his trading career.…
playlist_add
Aug 14, 2023
Risk Off Sentiment
In this episode the Blokes discuss the current risk off sentiment in the markets & look at recent events impacting price action. This includes the latest US PPI and US CPI reports which both came out higher than previous. The complications that higher inflation can have on the economy is something Rory has discussed throughout the podcast and explains in this episode.
Jonathan also talks us through his thoughts on the US Dollar. Today with little data to move the markets we saw the Dollar strengthen as the risk-off mood continues in the market. Jonathan recaps todays moves in FX pairs with Key levels to watch out for. Jonathan looks at levels we may reach in the DXY & how this could effect other USD pairs, talking us through his reasoning along with his view on the current horizon.
Rory offers his view on Crude Oil with all factors looking like a continued rally to the upside. He then goes on to describe the correlation between Oil & the Canadian Dollar explaining how one effects t…
playlist_add
Aug 9, 2023
Digital Currency
In this episode, Jonathan and Rory talk about the future of money. The Blokes share their thoughts on a digital currency being introduced. Rory openly admits that it’s not something he favours and towards the end of the podcast gives his reason for this with a relevant example to how current FX markets work and why they work so well.
If governments do try to introduce a digital currency what will the narrative be? Will the public accept this change & is there anything we can do to stop it? Or could this be for the greater good, would a digital currency reduce crime & have further benefits? Either way it seems that we are becoming more restricted by the powers in control.
Jonathan talks us through his concerns to what will support a digital currency. Will it be pegged to a commodity, a currency or exactly how it would work. In a time where technology is advancing, governments want to see an introduction to digital currencies however, what would that mean to the general public &…
playlist_add
Aug 8, 2023
US Debt Downgraded
In this episode Jonathan and Rory talk about recent events in the markets and what their opinions are going forward. The Blokes take a look over FX, commodities, indices & Stocks. The hot topic was APPLE loosing $200 billion in market cap in less than a week, the blokes offer their opinion in the future direction of APPLE stocks.
A highlight from last week was the downgrade of US debt by ratings agency Fitch’s where US debt was downgraded from AAA to AA+. This sparked some initial selling in the market, but Rory reiterated in the podcast that he doesn’t think this single event will cause anymore selling.
On the Tuesday morning news released also stated that another ratings agency, Moody’s had downgraded US small and mid-size lenders which added pressure to financials. This was on top of the Italian government announcing a surprise 40% windfall tax on extra profits.
Looking ahead into the week, Jonathan takes us through his prediction for the US dollar and the CPI report due…
playlist_add
Jul 31, 2023
Will Gold Rally 2023
Rory and Jonathan talk about recent events in markets including the dollar, gold, US
Equities and world indices. The Blokes also talk about recent events such as the
US CPI and this weeks data which includes RBA, ISM Surveys, Non Farm Payrolls
and Unemployment Situation Report.
In the podcast, Rory talks about the stronger than expected data on Monday and how it
was linked to a strong AUD and what he expected from AUDUSD for the short term
as the RBA interest rate decision is in a matter of hours.
Jonathan talks Gold and what his view is on XAUUSD moving forward into the second half
of the year. Considering the strong upwards movement, Jonathan believes price
still has a lot of upside potential. Rory however disagrees and thinks Gold
won’t be able to breach $2000. Will Gold rally in 2023? Listen to find out both opinions.
What Rory and Jonathan both agreed on was the price of Oil and where is will be heading.
Both think that it could be headed towards $90 per barrel as pr…
playlist_add
Jul 26, 2023
Trading vs Investing
In this weeks episode, Jonathan and Rory talk about the difference between Trading vs Investing. These terms are often used interchangeably amongst the retail community however, it’s important to distinguish their differences and to be aware that trading and investing often have different processes.
Both Jonathan and Rory have different opinions on whether you should trade before investing or invest before you trade. However, both the blokes agree that learning the fundamentals to finance & economics is a great starting point as well as learning about technical analysis and sentiment.
Jonathan and Rory also talk through their own processes for both trading and investing and highlight their key differences whether it’s in the trade idea generation process or whether it’s about risk management or psychology.
The blokes then go on to talk about how retail traders have impacted the financial markets with the influence of wall street bets & other social platforms, plus the impact i…
playlist_add
Jul 24, 2023
Earnings Season
Jonathan and Rory talk about recent developments in the markets including, strong selling in dollar which was later seen with strong buying which managed to see the DXY Index climb above 101.
Rory mentions this thoughts around recent dollar buying stating that if dollar was to continue the downward trend it would need to be sold against another pair but what pair would he buy now that PMI reports are coming out weaker and inflation in the UK is starting to ease, decreasing the chances for higher rates that were initially thought of.
Jonathan talks about the recent developments in equities as we are now in the middle of earnings season with lots of big names reporting this week including Google, Microsoft, Boeing , Meta and Exxon to name some. Earning so far this season have surprised mainly to the upside but can the momentum continue as markets seem to be under some pressure?
Equities aren’t the only market that could be under pressure, Gold markets are also feeling a pinch after…
playlist_add
Jul 20, 2023
How To Trade Stocks
In this weeks episode Jonathan and Rory talk through recent moves in the markets. Rory talks about how recent moves after the lower than expected UK CPI has created a risk on tone in the UK with GBP falling from recent highs and FTSE rallying firm.
Jonathan also discusses his thoughts on some FX pairs and explains how sentiment has started to change particularly as the dollar has been selling hard and other key levels in many major pairs are now approaching. Jonathan then goes on to discuss the uptick in Gold but the lack of demand from China & India seem to be capping gains, as well as discussing how Gold generally underperforms in the summer months.
Rory mentions how some major banks are calling for WTI Crude to reach levels close to $100 p/b by the end of summer and how production cuts from OPEC as well as increasing demand could see this as a probable cause.
The Blokes then go on to discuss how to trade Stocks, they talk through how to generate a macro led trade idea. Rory discu…
playlist_add
Jul 12, 2023
Beware Of Trading Scams
Jonathan and Rory talk about how the retail trading industry has changed in the last decade. The introduction of Instagram, TikTok and other popular social media platforms, these have been a haven for many charlatan educators, to showcase their fake results and lifestyle in order to lure retail traders. Rory also shares some recent examples of how he has seen the “influencer” lifestyle take over social media and why seeing isn’t always believing when it comes to Instagram.
Jonathan discusses how before these times, traders found it difficult to find information regarding trading, but now the industry is a full of false information & it's hard for traders to access real education. Jonathan also explains how by learning from the right mentors can take years off your trading journey & fast track your path to successful trading.
A new trend over the last few years has been the development of AI in trading and algorithms. Many large hedge funds and institutions spend billions each y…
playlist_add
Jul 11, 2023
Beginning Of A Bull Or Bear Market?
Jonathan and Rory take over as Mike has departed from Two Blokes Trading to become a portfolio analyst at one of the UK’s leading pension funds. We wish Mike all the best in his new role and thank you for your valuable contribution to the podcasts.
Last week seen US labour markets remain tight with unemployment declining to 3.6% from 3.7%, clearing the path for the Federal Reserve to hike a further 25bps in their meeting at the end of the month.
Jonathan asks Rory what his view is on the current economic cycle, including if he thinks the fed have further to go in terms of interest rate hikes and what a stronger labour market means for the Dollar and US risk assets including equities.
Currently US indices are in a strong bull market backed by a divergence of data from recent PMI’s that are suggesting the economy may be contracting, Jonathan asks Rory his opinion and where he sees many assets heading such as GBP/USD , EUR/USD, WTI Crude Oil and Gold.
Jonathan also asks Rory for h…
playlist_add
Jul 5, 2023
How To Trade NFP
In this podcast Mike and Rory share the theory behind how the NFP data release should be traded. The podcast investigates the details of what the NFP is and how it is typically announced. Rory mentions how the NFP is a leading indicator, however also explains that there are leading indicators that can be used for the NFP such as the initial jobless claims, PMI employment reports and more.
Mike mentions on the podcast what happens if there is a positive announcement, one that is higher than the expected. Mike tells us that when payrolls are above expectations and participating rates are higher, then we can expect to see growth in risk assets such as equities, Fixed income products and the USD will rally.
Rory shares his opinion on how a negative announcement can be a sign of a weakening economy the would require support that we could see equities and risk assets fall, Fixed income products gather strength and USD to drop.
Both Mike and Rory agree that they think on Friday, for Junes…
playlist_add
Jul 3, 2023
Emerging Markets
In this podcast, Mike and Rory start by discussing an under the radar under performance from the Brazilian Real on Monday, following the less than expected foreign direct investment into Brazil. The pair talk about how there is still room for growth in their opinion with the emerging market space and the difficulties that can often surround investing into emerging markets.
Rory talks about how last Friday’s PCE number came in lower than expected finally below 4% and what this could mean going forward in terms of monetary policy, as well as how markets will recognise this move lower. He also talks about the implications of stubborn inflation at these levels.
The Blokes also cover the recent market moves that many big tech names and other corporates are up following some out of Calendar earnings and price being pushed by macro tailwinds in general. Carnival cruise lines (CCL) is one company mentioned in the podcast, looking at how their negative earnings were still a positive for inv…
playlist_add
Jun 28, 2023
Why 90 Percent of Traders lose money
In this episode, Mike and Rory discuss why 90% of traders lose money and how you can avoid being on the wrong side. Rory opens and mentions that too many people believe the BS narrative that comes from brokers who may have a conflict of interest with trading whether that is selling you false information or pushing you to trade products you have absolutely no idea about.
Rory also mentions how most retail traders unfortunately treat trading like a casino, where they expect to deposit £100 and turn it into £100,000 in the most unrealistic timeframe. Mike talks about the importance of risk adjusted returns and how 5x your money every year is a very unrealistic approach, traders must seek out information and understand the distribution of returns for a trader each week, month, or year. This is the type of content we cover more of in our App. Rory follows on from Mike talking about some of the professional returns and what to expect from markets.
The podcast also unveils the truth behin…
playlist_add
Jun 27, 2023
Macroeconomic Outlook
In this weeks episode Mike and Rory talk about the S&P500 and the recent events causing this slight pullback and where they think markets are headed. Most recently, the S&P500 made highs of 4445 with a pull back to current levels of 4300.
This pull back was due to a deteriorating macroeconomic outlook as well as the Fed median projected dot plot for interest rates in 2023 to end at 5.6%. This would mean another 2 hikes is possible before the year end and Fed chair, Jerome Powell reiterated the same message that inflation is still an issue for the US.
Mike and Rory also mention how the S&P500 rally during 2023 has been greatly assisted by a handful of companies such as AI stocks like NVIDIA and mega cap tech names such META who have both more than doubled in price this year.
Rory also mentions how low interest savings accounts have been discouraging savers and instead encouraging spending and discretionary buying. Could this spending and lack of saving be correlated with the recent l…
playlist_add
Jun 21, 2023
Forex Correlation
In this episode, Mike and Rory discuss the importance of understanding the correlation between commodities and the respective FX pair. The currencies highlighted in the podcast include Australian Dollar, Canadian Dollar, Euro, Great British Pound, Norwegian Krone, and US Dollar. At the beginning the blokes mention how 2 of the main traded FX pairs (EURUSD & GBPUSD) are not directly pegged to commodities rather the moves are based on macroeconomics such as changes in interest rates, politics, or other economic indications.
Mike and Rory discuss the importance of understanding the country behind the currency. For example, when looking at CAD or NOK, it’s important to understand that their main export is oil therefore demand for their currency has a strong correlation with the demand for oil. Looking at the chart of USDCAD or USDNOK and overlaying the WTI Crude or Brent price you will be able to see a strong correlation between the two. Rory has also shared resources in the App to help…
playlist_add
Jun 19, 2023
Monetary Policy
Mike and Rory discuss the events of last week which included the US CPI number for May, FOMC’s decision to not hike interest rates higher as well as the ECB’s 25bps increase to monetary policy along with their hawkish comments in the meeting that followed. In the episode, Rory talks about the divergence between interest rates at the ECB and BOE closing in on those from the FED which is starting to support moves higher in both EUR / USD and GBP / USD. Cable has now been able to break above 1.28 for the first time in over a year following the stronger dollar in 2022 and the weakening sterling that was seen under the short-lived Truss era.
Rory discusses the topic of “higher interest rates are here to stay”. He explains that before the Great Financial Crisis interest rates were not at the crazy lows that many market participants have been used to and perhaps markets are now adjusting for rates to remain higher at 5% for a much longer period into the future.
Mike talks about ho…
playlist_add
Jun 14, 2023
Importance Of Interest Rates
Too many Retail traders think that technical analysis alone will save them from
being in the majority of traders who lose money. Unfortunately this is not the
case, Mike and Rory uncover the importance of understanding how interest rates
impact Forex, equities, indices, fixed income and all other markets.
Understand interest rates, interest rate differentials and carry trades can automatically
by default give a bias to a certain FX fair, at least in the mid to long term.
Mike explains in the podcast how helps build a strong foundation for growing a
trade idea into an actionable idea.
Rory shares his thoughts on how interest rates impact individual equites from
understanding how companies use debt to leverage themselves to more exposure to
understanding how debt to cash ratios which are too high can negatively impact
the business in a high interest rate environment.
The blokes look at both scenarios of the positives and negatives of higher interest
rates for fixed income an…
playlist_add
Jun 13, 2023
Beginning Of A New Bull Market
In this weeks market update, Mike and Rory discuss the quiet events of last week
and the low number of economic data releases. The blokes then talk about the
main focus of this week, the US CPI which came out at 4% Vs 4.1% expected.
Mike discusses what this means given the lower than expected unemployment data that
was also released by the UK on Tuesday morning and why he thinks this allows
for great longs on GBP/USD.
Rory shares his thoughts on what this could mean for FOMC meeting on June 14th where
the fed are predicted to not increase interest rates given the favourable data
in the United States. Rory shares his thoughts of why oil prices moved higher
on Tuesday given the positive news from China regarding economic stimulus and
the affect this also has on metals such as copper.
Mike and Rory also discuss what the energy market is doing and the warnings that are
in place from OPEC regarding short selling speculation and how an increase in
energy prices, in particular oi…
playlist_add
Jun 7, 2023
Importance Of A Trading Journal
Keeping a journal while trading is very important as it will enable you to have a track record and analyse past performance.
In this episode, Mike and Rory discuss how they keep a journal and also demonstrate the importance of having one especially if you are approaching an employer with reference to your trading performance. Many people will not consider your trading experience without a track record or journal.
In the podcast, Mike and Rory talk about some of the most commonly used ratios and explain some of the features they would include in a trading journal. Rory mentions how having a P&L isn’t the only way to keep score. There are lots of other metrics needed in order to show where capital is correctly and incorrectly being allocated.
Mike also shares his thoughts around monitoring the assets you trade. Simply having a strong or weak Profit & Loss will not help if you can’t determine where you make your money. Mike and Rory both agree if you have lots of losing trades yo…
playlist_add
Jun 5, 2023
A market of stocks, not a stock market
In this week’s Market podcast Mike and Rory discuss Fridays NFP number beating expectations by nearly double. The implications this has on the market short term and how they both predicted a higher number themselves, going into some detail around their process of why they came to this conclusion.
The pair also talk about how the higher-than-expected unemployment rate at 3.7% is a good thing for markets but also with the issues that it can have to the wider economy.
In the podcast, Rory mentions about the recent ISM PMI number lower than expected and the impact this has had. He also talks about the contradicting data being released versus what the market is doing. Rory reiterates his comments from last week about how this is a market of stocks and not a stock market. The importance of stock picking in a market like this is very important as Rory mentions how only a few large cap stocks have been holding up the entire market in comparison to the Russell 2000.
The blokes then look ah…
playlist_add
May 31, 2023
Importance Of Leading Indicators
In this episode, Mike and Rory talk about the importance of using leading indicators when trading. Rory mentions 3 of the latest that he has been looking at Including the ISM Manufacturing, ISM Services and the ESR report.
The ISM reports can give a great indication of how both the manufacturing side of the economy and the services are reacting. They give their own indication of prices and employment as Rory mentions how they can be used to predict the NFP report.
Mike talks about how traders heavily rely on the Non-Farm Payrolls report released on the first Friday of each month and shares his insights into how to trade it correctly.
The blokes then briefly mention how you can use leading indicators such as ISM to predict larger indicators such as GDP and remain 1 step ahead of the market.
Download The Two Blokes Trading APP
playlist_add
May 29, 2023
Brace For Impact
On this week’s episode Mike and Rory brace for impact as UK Core Inflation unexpectedly rises to 6.8% from an expected 6.2%. They both mention how the BOE, and the UK government are not in the right state of mind to be dealing with the higher levels of inflation that has been felt around the world, but most other countries have been able to cope with it just fine.
On the podcast, Rory mentions that the UK and BOE were not the only ones to signal dovish comments, RBNZ governor Adrian Orr and the committee said in a statement that they believe the job was done even though inflation levels are still at 6.7%.
On the episode, Mike also gives us his takings on the comments that were made by OPEC ministers regarding the caution behind speculative traders and what he thinks this means for energy markets.
To finish the podcast the blokes, talk over the economic calendar for next week discussing the US Non-Farm Payrolls and Employment report to be released on Friday 3rd June. For a more in-…
playlist_add
May 24, 2023
The importance of a Trading Network
On Thursday evening, 18th May, Two Blokes Trading hosted their first summer evening drinks at the Ship, in the heart of Fitzrovia, London. A group nearly 20 attended to share their ideas and trading journeys including FX traders from Nomura, Risk and Compliance members working for Bank of America and many more! In this podcast Mike and Rory discuss how important this is as trading can often be a very lonely game.
Expanding your network is vital as learning from other people, sharing your thoughts and getting critical feedback is one of the only ways that you can develop your own trading skills. Mike talks about how important it is to develop your career that you must ask questions and often take the risk and step outside of your comfort zone to attended events such as the evening drinks ran by us.
Rory tells us how he learnt from his mentor by asking lots of questions, attending drinks nights and reaching out to people and asking them to question his ideas for some critical feedbac…
playlist_add
May 22, 2023
Has the S&P 500 hit it's peak?
In this week’s Episode, Rory highlights the rollercoaster 18 months the S&P500 has seen from the highs of 4800 to the recent lows of 3500. Given everything that has happened in markets as of recent from the US regional banking crisis, growing US interest rates and the US debt ceiling limit being reached, Rory shares his opinion why "this is it, this is the top".
In the podcast, Mike shares his thoughts on some Forex pairs including GBPUSD where he thinks the macro picture has a lot more to do with the future performance than what the market currently thinks. He reiterates the importance of the upcoming talks regarding the US debt ceiling and the importance that has for dollar FX pairs. Mike also hints that psychology is potentially displacing the importance of the macroeconomic picture.
Rory also shares his opinion looking ahead on WTI crude for this year highlighting how price has nearly halved in the last year following a very strong rally in 2021 and 2022 thanks to strong global…
playlist_add
May 17, 2023
Crypto Regulation & Top Tips
In this week’s Episode, Mike and Rory speak to Daniel Malinovski, Founder and CEO of Simplicity Group who shares his thoughts on the recent events within the cryptocurrency market.
Mike and Rory challenge Daniel to some questions around the future of cryptocurrency in the economy, crypto as a “normal” currency as well as the regulatory outlook of crypto in the future.
Daniel breaks down the use of fiat currency and how it’s used today and provides strong arguments for why crypto has a place in the future. Mike also questions Daniel on whether there is place for a digital currency yet within the developed world in countries such as the U.K and U.S.
Daniel also shares his process on how he evaluates a cryptocurrency and shares inside knowledge on how he would search for a new coin to invest in and the fundamentals he considers.
At the end of the podcast, Daniel shares his advice for all those who are new or experienced in trading and want to get involved within the crypto mar…
playlist_add
May 16, 2023
US CPI Under Control?
In this latest Podcast, Mike and Rory discuss what has happened during the last week in the markets. It was a busy week which included data from US CPI, BOE interest rate decision, UK GDP growth and the UMCSI consumer sentiment. There were also major earnings being released from US equities.
Mike discusses his thoughts around the latest US CPI report where the pace of inflation slowed to 4.9% from April 2022.
Rory shares his thoughts around the latest trouble regarding the US debt ceiling crisis and explains why perhaps markets haven’t sold off and argues that they may not sell off at all!
To finish the podcast the Blokes talk about the current state of the market in the UK and how a change in the political system in the next year could disrupt markets and what it would mean if the Tories were to lose to Labour!
Download the Two Blokes Trading APP
playlist_add
May 8, 2023
Is the US Dollar at Risk to BRICS?
In this episode, Mike and Rory talk about the BRICS nations ((Brazil, Russia,
India, China, and South Africa) as they continue to grow, and the speculating
possibility of these emerging powers challenging the supremacy of the US
Dollar. Mike and Rory talk about the factors influencing this landscape and
examine whether the BRICS have the potential to replace the US Dollar.
The pair investigate the following: What is the role of the US Dollar, BRICSs and
their economic growth, The creation of BRICS and the future ahead, challenges
and Limitations and trust of other nations. Mike talks about how The BRICS
nations have experienced remarkable economic growth over the past few decades,
contributing to their rising global influence. China has emerged as the world's
second-largest economy. Brazil, Russia, India, and South Africa have also made
significant strides, bolstering the collective economic strength of the BRICS.
Rory also mentions several challenges that hinder their abil…
playlist_add
Apr 26, 2023
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.
playlist_add
Apr 24, 2023
How will earnings season impact the market?
In this week’s episode, Mike and Rory reflect on the economic data, U.S. earnings season as well as discussing the impact the higher-than-expected inflation rate in the UK has on the economy and the market.
Major earnings from last week included Tesla and Morgan Stanley which are both lightly discussed in this week’s podcast with a more in-depth analysis available on the app. Rory also shares some thoughts on how he generates trade idea strategies at the macro level by using a supply chain and recent earnings report analysis.
Mike shares with us what is on his watchlist and some of the indicators he will be looking out for in the coming weeks and months. He also explains his methods of the tell-tale signs of exactly how the economy is performing under the hood. Mike also mentions his thoughts behind gold playing a much more important role for portfolio managers for the reminder of the year and how he things it will affect the positioning at both the retail level and the professio…
playlist_add
Apr 17, 2023
Petro-Yuan to replace Petro-Dollar?
In this podcast, Mike and Rory talk about a Petro-dollar being replaced by Petro-yuan. China have been in talks with Saudi Arabia, the worlds largest oil exporter and China being the world’s largest oil importer to discuss futures contracts being dealt in Chinese Yuan instead of US Dollar. This idea isn’t new and in fact has been on the table for over 6 years. China being Saudi’s largest customer, obviously will apply some pressure for this to happen and has been recently trailed but ministers in the GCC have insisted that Petro-dollar is here to stay. Mike and Rory also talk about the Chinese digitalisation of currency, arguable discussion of misinformation and what that would mean for a Petro-yuan along with the complexities behind the move.
In the podcast, Mike and Rory also talk about the importance of geopolitics and how the relationship between the east, middle east and western countries could affect inflation. Chinese population trends is also discussed and what this…
playlist_add
Apr 5, 2023
Why force a trade?
In this episode Ken and Mike break down the issues with forcing a trade.
Covering group on all important factors to consider, to ensure trades are not being taken unnecessarily.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
https://app.twoblokestrading.com/
playlist_add
Apr 3, 2023
Big USD selling potential?!
In this podcast Ken and Mike break down the large vulenrablities that remain for the Dollar, as the markets give up on hawkish FOMC narrative and action, in addition to the risk appetite across the board harming safe haven currencies.
They also dive into an interesting short-selling UK stock play, and provide some analysis on the precious metals, as well as stocks.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Mar 29, 2023
How to trade high impact events
How to trade high impact events
In this podcast Ken and Mike break down their thoughts on how a trader should approach trading higher impact events, covering all the key factors for consideration with any open positions or new position around market moving occurrences.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Mar 27, 2023
What the market turmoil means for USD
What the market turmoil means for USD
In this podcast Ken and Mike break down the rollercoaster moves across the market, as the banking crisis worsens. Discussing the safe haven flows into Gold and JPY, with USD potentially staging a rebound.
They also dive into the moves observed in cryptocurrency, as markets look for alternatives outsider of the traditional banking system.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Mar 21, 2023
The fundamentals of trading
Ken and Mike discussing the fundamentals of trading, key must knows to observe ahead of execution.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education, and more. Speak to the blokes as well as other community members.
Get involved today! - https://app.twoblokestrading.com/
playlist_add
Mar 19, 2023
The banking collapse: Is your money safe?
The banking collapse. Is your money safe?
Ken and Mike discussing the collapse of the banking system which has hit the markets in the latest week. Big safe haven flows coming into play. Doubts about the FOMC being hawkish hurting USD with all eyes on the incoming rate decision.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education, and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Mar 13, 2023
Is USD doomed this week?
Is USD doomed this week?
What a rollercoaster that was last week for the dollar and peers, after a hawkish message from Powell, to then being let down by an awful U.S. jobs report. The fate of USD is based on this week, with a raft of inflation data points to watch.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Mar 8, 2023
How to transition from demo to a live trading account
How to transition from demo to a live trading account
This week’s podcast is now LIVE! Ken and Elliot breakdown all you need to know and must consider ahead of transitioning away from paper to a live trading account.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Mar 6, 2023
Big market volatility incoming!
Big market volatility incoming!
This week’s podcast is now LIVE! Ken and Elliot breakdown all you need to know about the latest themes and the huge market events set to come into play!
Exploring this week’s key releases, with another huge one anticipated across forex, stocks and cryptocurrencies.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Feb 27, 2023
The USD fundamentals are in charge right now
The USD fundamentals are in charge right now
This week’s podcast is now LIVE! Ken breaks down the large bullish momentum that stays with USD, given the current batch of economic data. The opportunities across the board with shorting other currencies right now.
Exploring this week’s market events, with another huge one anticipated across forex, stocks and cryptocurrencies.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Feb 20, 2023
Full steam ahead for USD bulls
This week’s podcast is now LIVE! Ken breaks down the bullish momentum returning for the dollar, what the latest economic data means now for the markets. Talking about the outperformance for EUR against certain peers and more.
Exploring this week’s market events, with another huge one anticipated across forex, stocks and cryptocurrencies.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Feb 13, 2023
USD has staged a rebound?!
This week’s podcast is now LIVE! Ken breaks down why USD has staged a rebound, and the incoming big risk events with US inflation data points in focus. He also takes a look at the big incoming flows for JPY, why it is strengthening of late.
Exploring this week’s market events, with another huge one anticipated across forex, stocks and cryptocurrencies.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Feb 6, 2023
USD bulls back to life, EUR retreats & gold died - now what?!
USD bulls back to life, EUR retreats & gold died - now what?!
In this episode Ken breaks down the massive comeback for the USD, with gold coming under heavy selling pressure after the latest NFP report. Covering ground elsewhere on EUR, JPY and other major currencies with the massive market volatility.
Exploring this week’s market events, with another huge one anticipated across forex, stocks and cryptocurrencies.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Jan 24, 2023
How to trade in the zone
How to trade in the zone
In this episode Ken and Rory break down the proven and effective methods of trading in the zone. Evaluating your trading psychology, overall mental well being, your trading location, set up and more.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Jan 23, 2023
This exact area is where USD bounces and everything will shift again
This exact area is where USD bounces and everything will shift again
Exploring this week’s market events, with another huge one anticipated across forex, stocks and cryptocurrencies.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Jan 18, 2023
Is it time to give up trading?
Is it time to give up trading?
In this episode Ken and Rory breakdown if you should give up trading, going over all the important aspects to establish within your current journey.
Understanding all the variants and factors to persevering through perfecting the craft. Giving their own personal opinions on how to push through barriers ahead of achieving that success as a trader.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Jan 15, 2023
USD is over, make way for big EUR bull action this year!
In this episode Ken and Rory breakdown once again USD in free fall mode, with the bears maintaining firm control. JPY strengthened aggressively with rising inflation and incoming action from the Bank of Japan. The pick up in momentum for stock buying and more. Exploring the huge events to come yet again in the new week.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Jan 8, 2023
What is in store for USD and markets in 2023?
In this episode Ken and Rory break down the continued downfall of the USD, as the case for a less aggressive FOMC picks up pace. They also discussed the signs and what to look out for in case of a potential global recession.
Exploring this week’s market events, with another huge one anticipated across forex, stocks and cryptocurrencies.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
https://app.twoblokestrading.com/
playlist_add
Dec 20, 2022
How to choose a trading strategy
How to choose a trading strategy
In this episode Ken and Rory break down how to choose a trading strategy, one that works for you, based on your personality, your lifestyle, family, other commitments, taking all the key factors into consideration ahead of creating that trading methodology.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Dec 18, 2022
USD and stocks see a big sentiment shift into festive season
USD and stocks see a big sentiment into festive season
In this episode Ken and Rory break down the dramatic shift in market sentiment following the FOMC rate decision, and what this now means moving forward.
USD related pairs/crosses heading for some huge levels, with stock indices set to test big areas of support. Join the community to stay regularly up to date with all market conditions and themes.
Download the Two Blokes Trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Dec 13, 2022
What would you do differently starting trading again?
What would you do differently starting trading again?
In this episode Ken and Rory break down what they would do differently if they started trading again, right from the very beginning. Exploring key steps that people can take to help give them the best potential start, and of course to have longevity in the trading game.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Dec 11, 2022
The most important trading week to end 2022
The most important trading week to end 2022
In this episode Ken and Rory break down the huge events that are in store for this coming trading week, and how this will lay the foundations for a big trading year in 2023.
They give their insight on market direction to come with the majors, and break down what is to come for global stock markets.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Dec 6, 2022
How to develop trading confidence
How to develop trading confidence
In this episode Ken and Rory break down proven successful methods to develop your confidence in trading. Self-confidence is perhaps the most important of all the qualities you will need in order to become a successful trader. You must believe in yourself and your trading plan and have the mindset not be swayed by the crowd.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
https://app.twoblokestrading.com/
playlist_add
Dec 5, 2022
Why trading USD just got even more interesting
Why trading USD just got even more interesting
In this episode Ken and Rory discuss the dramatic shift in the USD, following Fed’s Chair Powell suggesting less aggressive action. They break down their forecasts for USD-related and stocks, and how this shapes the markets moving forwards.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
https://app.twoblokestrading.com/
playlist_add
Nov 30, 2022
Choosing your broker wisely
Choosing your broker wisely
In this episode Ken and Rory break down the key components of choosing the right broker to trade with, the dirty tricks to be aware of that some pull. They both give their personal experiences and what to look for to pick the right broker for you.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
https://app.twoblokestrading.com/
playlist_add
Nov 28, 2022
Make or break for USD with EUR set to fly?
In this episode Ken and Rory breakdown once again USD losing ground, following a dovish FOMC meeting minutes, and what this now means moving forward. Foundations for big shifts across the board, ahead of another key week for the greenback, stocks, gold and crypto.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
https://app.twoblokestrading.com/
playlist_add
Nov 23, 2022
The importance of higher time frames in trading
In this episode Ken and Rory break down the importance of observing higher time frames when trading. Exploring the key components to look at and how they can enhance your trading.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Nov 21, 2022
Time to buy the USD dips?
In this episode Ken and Rory break down the downfall of the USD, with the prospect of a recovery being set for the upcoming week, following hawkish FOMC speak. They also discussed the recent actions of Elon Musk with Twitter and what it could mean for Tesla. In addition to the downfall of Bitcoin and its peers for further selling eyed.
Exploring this week’s market events, with another huge one anticipated across forex, stocks and cryptocurrencies.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Nov 16, 2022
How to sell the rally
How to sell the rally
In this episode Ken and Rory break down the effective ways of looking to sell any given market rally. The key aspects and factors behind what causes them, in addition to indications that the rally is going to be sold.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members.
Get involved today!
playlist_add
Nov 14, 2022
The USD bull run over after lower CPI
The USD bull run over after lower CPI
In this episode Ken and Rory break down the big shift in markets following the lower US CPI data. The USD bull run has come to an end, stocks and gold rallying. They also discuss their views on Elon Musk’s recent movements, how it affects Tesla and the plans for Twitter.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Nov 9, 2022
How to avoid a trading addiction
How to avoid a trading addiction
In this episode Ken and Rory identify what a trading addiction is and discuss the ways that it can be avoided, to ensure a trader stays on track.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Nov 7, 2022
How the markets are shaping up post FOMC
In this episode Ken and Rory break down the FOMC rate decision, what it now means for the markets, how GBP rallies have been sold. They also take you through the incoming themes for the latest week.
Also giving their insight on market direction to come with the majors, and break down what is to come for global stock markets.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Nov 2, 2022
How to pick out a good stock investment
How to pick out a good stock investment
In this episode Ken and Rory discuss the process of picking up a good stock investment, all the key steps that one should take ahead of hitting that buy button.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Oct 31, 2022
No currency can hold the edge over USD
No currency can hold the edge over USD
In this episode Ken and Rory break down the wild swings of the USD after hopes of a less aggressive FOMC. The Bank of Canada and ECB were not aggressive, with global central banks looking to slow down hiking aggression.
They give their insight on market direction to come with the majors, and break down what is to come for global stock markets.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Oct 26, 2022
How to handle a losing streak when trading
How to handle a losing streak when trading
In this episode Ken and Rory discuss the different ways traders can handle a losing streak, looking at the proven methods to bounce back from one.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Oct 24, 2022
GBP political and economic circus - sell rallies?!
GBP political and economic circus - sell rallies?!
In this episode Ken and Rory breaking down the pound’s political woes, what a new prime minister could mean for GBP and price targets. Covering further ground on all USD related issues, with the rally pausing again, following a WSJ report on some FOMC member rate hike preferences.
Dissecting all the big current themes with so many huge fundamentals to speak about that will be carried into this week.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Oct 19, 2022
Day trading versus position trading
Day trading versus position trading
In this episode Ken and Rory discuss two different styles, day trading versus position trading. Breaking down how each approach suits a trader's characteristics and lifestyle.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
http://app.twoblokestrading.com/
playlist_add
Oct 17, 2022
Why the USD will not stop rallying
In this episode Ken and Rory break down why this USD rally will not stop, covering ground on the GBP rollercoaster, the weakness of JPY and much more!
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
https://app.twoblokestrading.com/
playlist_add
Oct 12, 2022
What you MUST know about trading risk management
In this episode Ken and Rory break down risk management 101, the key factors you must be considering and implement. Exploring areas that have worked well for themselves and steps that can be taken for traders to better protect their capital and have longevity in the markets.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
https://app.twoblokestrading.com/
playlist_add
Oct 10, 2022
Why USD could get even more BULLISH this week!
In this episode Ken and Rory breaking down the resumption of USD bullish momentum and why it will not slow down anytime soon. Covering ground on selling GBP rallies all the way to the ground and much more!
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
https://app.twoblokestrading.com/
playlist_add
Oct 5, 2022
The dark side of trading...
In this episode Ken and Rory discuss the dark side of trading. There are many large downside risks, that can affect a person and prevent them from successfully being a trader.
We dive deep into much of those areas, given personal experiences and stories to help raise awareness for traders on their journey.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
http://app.twoblokestrading.com/
playlist_add
Oct 3, 2022
GBP slaughtered and thrown onto a rollercoaster
In this episode Ken and Rory break down the heavy GBP volatility, sinking to fresh lows before being thrown onto a rollercoaster for a greater ride. Speaking about what is next for GBP, observing the USD bull run and its incoming course.
Exploring this week’s market events, with another huge one anticipated across forex, stocks and cryptocurrencies, with focus fundamentally on the NFP report due out on Friday.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
www.twoblokestrading.com
playlist_add
Sep 28, 2022
How to enhance your trading skills
In this episode Ken and Rory break down the ways to enhance your trading and the chances of success within the craft. Exploring areas that have worked well for themselves and steps that can be taken for traders to move their skills to greater heights.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today! www.twoblokestrading.com
playlist_add
Sep 26, 2022
No stopping USD bulls and GBP is finished...
In this episode Ken and Rory breaking down the massive events and moves of this week, across USD soaring to new heights, GBP crashing to fresh lows, JPY being propped up by the Bank of Japan, and much more!
Dissecting all the big current themes with so many huge fundamentals to speak about that will be carried into this week.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
www.twoblokestrading.com
playlist_add
Sep 21, 2022
The right time to go solo as a trader
In this episode Ken and Rory break down the important factors to consider when looking at the right time to go solo as a trader. Exploring the various steps ahead of and then ways of doing so.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today! www.twoblokestrading.com
playlist_add
Sep 18, 2022
Big USD and Gold moves with more to come
In this episode Ken and Rory breaking down the huge moves this week, following the drastic shift in sentiment seen on Tuesday on the back of U.S. CPI data.
They dissect all the big current themes with so many huge fundamentals to speak about that will be carried into this week.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
www.twoblokestrading.com
playlist_add
Sep 14, 2022
When you should look at placing a trade...
In this episode Ken and Rory breakdown when a trader should look at placing a trade in the market. The important factors to consider and their own respective processes.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today! – www.twoblokestrading.com
playlist_add
Sep 11, 2022
USD rallies and then falls ahead of another big week
In this episode Ken and Rory breakdown all the huge fundamental market themes of this week, with coverage across; USD, GBP, EUR, JPY, CHF, indices, oil and more! They also take a look at the big events for the coming week.
Download the two blokes trading app for market breakdowns, analysis, trade ideas, education and more. Speak to the blokes as well as other community members. Get involved today!
playlist_add
Sep 3, 2022
A solid process to follow before trading - Ep2
In this episode Ken and Rory discuss their own solid processes that they follow ahead of placing a trade or investment in the market.
Download our community app at www.twoblokestrading.com
playlist_add
Aug 28, 2022
Introduction into the Blokes! - Ep1
Welcome to the Two Blokes Trading podcast, introducing Ken and Rory. In this episode we get an insight into both their respective stories and journeys to becoming traders, also getting an insight into what is in store for the Two Blokes Trading community.
playlist_add