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INVESTMENT AND FINANCIAL ADVICE PODCASTS FOR SOUTH AFRICAN AND INTERNATIONAL INVESTORS. Cobie LeGrange and Dawn Ridler from Rexsolom Invest discuss macroeconomic and financial advisory trends specifically (but not exclusively) for South African audiences.
Episodes
Monday Mar 13, 2023
Monday Mar 13, 2023
This week we look at the FED report-back to congress and unpack the developing Silicon Valley Bank story in the US.
Monday Mar 06, 2023
Monday Mar 06, 2023
This week we look at the China, Russia, RSA relationship and how this might alter our world standing. China is emerging from zero covid, but globalism has reversed and this might impact their ambitions. We also look at inflation, and specifically how inflation matching portfolios might not be the answer for retirees needing income that sustains them for the whole of their life.
Sunday Feb 26, 2023
Sunday Feb 26, 2023
This week we review the budget, especially around Eskom and the departure of de Rutyer. The Rand devalued sharply, and we look at the causes of that. Offshore is still in a plateau, but bond yields continue to invert - the Recession watch continues.
Monday Feb 20, 2023
Monday Feb 20, 2023
This week we discuss US CPI and the potential for a FED pivot. We look at the deprecating Rand and what might be causing it. The RSA Budget is next week and we touch on some things that might be covered.
Monday Feb 13, 2023
Monday Feb 13, 2023
This week we look at the State of the Nation, Lyft, Google and Netflix and the first instalment of 'The Principles of Investing'.
Monday Feb 06, 2023
Monday Feb 06, 2023
This week we discuss the US employment data and possibility for a recession. Cobie equates the addiction to QE to Pavlov. We revisit Pakistan and their $7bn loan from the IMF and the Ts&Cs that might apply. We have a new look at Prosus and how they are navigating their TenCent/Chinese investment.
Monday Jan 30, 2023
Monday Jan 30, 2023
This week we look at China, India and the Adani group, Microsoft and AI.
Friday Jan 27, 2023
Friday Jan 27, 2023
This week we look at resistance levels, how we use them and how they are playing out in US markets. There is a focus piece on Adam Smith, and the wisdom of small government and minimal intervention.
Thursday Jan 19, 2023
Thursday Jan 19, 2023
We are looking forward to 2023. Why is the JSE on a growth streak? The end of free cash in the West and its impact. The implications for the China opening and impact of Covid. A medical aid case study for an RSA traveller to the US.
Saturday Dec 17, 2022
Saturday Dec 17, 2022
This week we look at the weaker dollar, the changing dynamics with China, expectations for 2023 and Amazon