Episodes
Sunday Feb 25, 2024
Rexsolom Invest Week 8 2024e
Sunday Feb 25, 2024
Sunday Feb 25, 2024
This week we look at some of the Budget lowlights/lies and misdirects. We have a chat about Nvidia and what's behind it's meteoric rise and again, at Argentina and what lessons RSA Inc might learn from them.
Sunday Feb 18, 2024
Rexsolom Invest Week 7 2024
Sunday Feb 18, 2024
Sunday Feb 18, 2024
This week we take a look back 27 years the past in Venter's book "After Mandela has gone". We discuss the possible dollarisation of Argentina and how a country goes about it and then have a look at what we might expect in the budget.
Sunday Feb 11, 2024
Rexsolom Invest Week 6 2024
Sunday Feb 11, 2024
Sunday Feb 11, 2024
This week we chat about SONA, look at loadshedding and why it's ramped up to Stage 6 again this week. We talk about the "Çurse of Growth" using Paypal as an example. We talk briefly about our latest Blog on Interest rates and Fixed income, available on Moneyweb and our website www.rexsolom.co.za
Sunday Feb 04, 2024
Rexsolom Invest Week 5 2024
Sunday Feb 04, 2024
Sunday Feb 04, 2024
This week we look at the US markets, earnings and where markets might be going. We have another look at India and China and the changing global dynamics.
Sunday Jan 28, 2024
Rexsolom Invest Week 4 2024
Sunday Jan 28, 2024
Sunday Jan 28, 2024
This week we look at India and its prospects for investors in the future. We talk about the "great monetisation" w.r.t bonds that is happening globally, and the implications on the markets. Changing demographics is hurting pensions in the West - what can governments do? Our podcasts are based on the (free) weekly newsletter - you can get on the database at https://rexsolom.co.za/
Sunday Dec 03, 2023
Rexsolom Invest Week 48 2023 Podcast
Sunday Dec 03, 2023
Sunday Dec 03, 2023
This week we look back on 2023, and see what lessons we learned as investors. This podcast is based on the newsletter we put out every Monday morning, you can get on the database at www.rexsolom.co.za
Sunday Nov 26, 2023
Rexsolom Invest Week 47 2023
Sunday Nov 26, 2023
Sunday Nov 26, 2023
This week we look at Bullish versus bearish investor sentiment through the years. Black Friday is behind us - are consumer buying patterns changing? Cobie gives an interesting look at Argentina, and what RSA Inc might learn from Mr Milei. This podcast is based on our weekly (free) newsletter - sign up on our website www.rexsolom.co.za
Sunday Nov 19, 2023
Rexsolom Invest Week 46 2023
Sunday Nov 19, 2023
Sunday Nov 19, 2023
This week we chat about nominal and effective interest rates and how slick marketing uses these nuances to fool you. We also chat about the magnificent 7 and how their returns distort the market.
Sunday Nov 12, 2023
Rexsolom Invest Week 45 2023 Podcast
Sunday Nov 12, 2023
Sunday Nov 12, 2023
This week we look at AGOA and the threat of the US removing us from those preferential trade benefits worth billions. We continue with our discussion on changing demographics and projections on when the global population might top out. We discuss outcomes-based investing, which Cobie goes into more detail in the newsletter.
Sunday Nov 05, 2023
Rexsolom Invest Week 44 2023 Podcast
Sunday Nov 05, 2023
Sunday Nov 05, 2023
This week we look at the RSA Medium Term Budget, and budget deficits across the world. We have another look at Japan, now that the bond yield management is slipping and what this might mean going forward. It was a good week on global bourses, linked to the softening unemployment figures and reduced possibility of further interest rate increases. You can get our newsletter by subscribing on our website www.rexsolom.co.za