Episodes
3 days ago
Rexsolom Invest Week 47 2024
3 days ago
3 days ago
This week we have a look at some of the Trump picks for his inner circle and a deeper look at Tariffs - what they are, why they are imposed and what they might mean for the rest of the world. We also have a look at GEPF results that came out for 2023/2024 and try to decipher why they did so badly. This podcast is based on your weekly free newsletter which you can sign up for on our website www.rexsolom.co.za
Sunday Nov 10, 2024
Rexsolom Invest week 46 2024
Sunday Nov 10, 2024
Sunday Nov 10, 2024
This week Cobie Legrange and Dawn Ridler look at some of the economic implications around the Trump win, especially wrt inflation. US stocks are now expensive, or very expensive - do you just chase earning when it comes to stock picking? We're going to have to wait a while to see if increased tariffs are going to be imposed by Trump - but some US companies aren't waiting.
Thursday Nov 07, 2024
Pre-retirement - those critical years
Thursday Nov 07, 2024
Thursday Nov 07, 2024
In this podcast Liam Wright and Dawn Ridler discuss those crucial 10 years leading up to retirement, and what you need to know and understand to maximise the impact they'll have on your eventual retirement.
Sunday Nov 03, 2024
Rexsolom Invest Week 45 2024
Sunday Nov 03, 2024
Sunday Nov 03, 2024
In this week's podcast Dawn Ridler and Cobie Legrange discuss the South African Medium Term Budget and compare it to the UK's budget which also came out last week. We have another look at the Magnificent 7, and how they have to move into the next phase of AI - monetisation. We briefly look at the final run-up to the US elections as we now wait for it all to play out.
Monday Oct 28, 2024
Rexsolom Invest Week 43 2024
Monday Oct 28, 2024
Monday Oct 28, 2024
This week we look at Eli Lilly and the risky nature of investing in Pharma stocks. Debt and Tariffs - and more specifically when will the debt bomb go off - will Bond vigilantes play a role as they have in the past? Europe is back on the investment radar as investors look for opportunities outside of the US.
Sunday Oct 27, 2024
Rexsolom Invest Week 44 2024
Sunday Oct 27, 2024
Sunday Oct 27, 2024
This week we talk about bonds in the US and what might happen if there was a 'bond revolt'. In both the newsletter and the podcast we look at the Chinese Tazra railway network snaking across Africa picking up much-needed commodities and securing that supply for China into the future. It's the Medium Term Budget this week and we go into some of the expectations around that (with much more in the newsletter).
Sunday Oct 13, 2024
Rexsolom Invest week 42 2024
Sunday Oct 13, 2024
Sunday Oct 13, 2024
This week we look at The markets, and specifically some of the PE ratios that can be found globally. We discuss Boeing who are going through a very difficult patch , and look at whether there is a case to nationalise airlines. The SABC are scrambling trying to find funds, and are sitting on R44bn in arrears from unpaid licenses.
Thursday Oct 10, 2024
Wealth Ecology Podcast - Self Insurance
Thursday Oct 10, 2024
Thursday Oct 10, 2024
This week Liam Wright and Dawn Ridler discuss grudge purchases, the option of self-insuring for events and how to optimise your personal risk mitigation - leaving some funds left over to invest and have fun.
Sunday Oct 06, 2024
Rexsolom Invest Week 41 2024
Sunday Oct 06, 2024
Sunday Oct 06, 2024
This week we take an in-depth look into the history of returns on the JSE, putting some of the recent gains into perspective. WE talk about investing in China again - and whether that play has legs. Oil prices always spike when tensions in the Middle East rise - what are the risks and pressure points?
Sunday Sep 29, 2024
Rexsolom Invest week 40 2024
Sunday Sep 29, 2024
Sunday Sep 29, 2024
This week we look at China and the measures taken here to stimulate their economy. With just over a month to go to US elections the economy and markets are playing into Harris's hands but it is till going to be a tight race. Gold is at an all-time high - thanks to central bank purchases - we delve into the reasons for that.