Duncan and John kick off this episode with a deeper dive into inflation, in particular a problem they have been talking about for quite a while now namely the structural inflation that seems to be hanging around despite all efforts to shift it. Now of course you can take a view on how well this has been managed globally, and as you would expect they do.
After a check-in on the situation in the Suez, the Williams boys move onto the conundrum that is the transition away from fossil fuels, and the reason why they think it appears that it hasn’t been that well thought through.
Finally they touch on equity release schemes and end-of-year tax prep.