Episodes

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

Sunday Oct 29, 2023
Rexsolom Invest Week 43 2023
Sunday Oct 29, 2023
Sunday Oct 29, 2023
This week we look at objectives-based, advice-led portfolio management. How do you navigate all the political change and chaos, and is the 60/40 model broken?

Sunday Oct 22, 2023
Rexsolom Invest. Week 42 2023 Podcast
Sunday Oct 22, 2023
Sunday Oct 22, 2023
This week we look at the continued volatility of US bonds and what this means to investors. We take a deeper dive into investing offshore, or emigrating and how and why a long term plan is the sensible approach. This Podcast is based on our weekly newsletter, sign up at rexsolom.co.za

Sunday Oct 15, 2023
Rexsolom Invest Week 41 Podcast
Sunday Oct 15, 2023
Sunday Oct 15, 2023
This week we look at changing demographics and how that impacts the balance of power and how governments collect taxes. We do a deeper dive into Wealth Tax, Trusts and specifically beneficial ownership.

Sunday Oct 08, 2023
Rexsolom Invest Podcast week 40 2023
Sunday Oct 08, 2023
Sunday Oct 08, 2023
This week we look at the slow progress on greylisting and its implications. The US and RSA bond markets and some of the implications of the developing Israeli unrest.

Sunday Oct 01, 2023
Rexsolom Invest Week 39 2023 Podcast
Sunday Oct 01, 2023
Sunday Oct 01, 2023
This week we have a look at inflation around the world, and what is still holding back on the further easing. We also look at the bond markets, and the upcoming uncertainty and how that can impact the markets. This podcast is based on the weekly newsletter, you can get on the database at Rexsolom.co.za

Sunday Sep 24, 2023
Rexsolom Invest Week 38 2023 Podcast
Sunday Sep 24, 2023
Sunday Sep 24, 2023
This week we look at the unionisation trend in the US. How Japan is the outlier when it comes to interest rate hikes, and how this might play out and Bonds, bonds, bonds

Sunday Sep 17, 2023
Rexsolom Invest Podcast week 37 2023
Sunday Sep 17, 2023
Sunday Sep 17, 2023
This week we have another look at the NHI. We discuss Eskom, Medupi and the Argentinian socialist model. We have another look at the Work from Home trend that is waning.

Sunday Sep 10, 2023
Rexsolom Invest Week 36 2023 Podcast
Sunday Sep 10, 2023
Sunday Sep 10, 2023
This week we chat about China (again) US sticky inflation and wages. We look at the problem of reduced tax receipts in SA Inc and where they might get the top-up. All this news can be found on our weekly newsletter rexsolom.co.za or contact us

Tuesday Sep 05, 2023
Rexsolom Invest week 35 Podcast
Tuesday Sep 05, 2023
Tuesday Sep 05, 2023
This week we look at the China slowdown. How Luxury brands beat inflation and Heico as an investment opportunity

