REXSOLOM INVEST

Week 18 2025 Rexsolom Invest Podcast

This week Dawn and Cobie discuss the continuing tariff saga, Japan's emboldened moves, China's stalemate and the possibility of a recession, following the first quarter of negative GDP growth in the US. 

Tariffs, trade and budget deficits all in the Podcast this week.

This week, Dawn and Cobie continue to look at the unfurling saga of tariffs and how they are impacting foreign relations, stock and bond markets. When markets dip, it's time for asset managers to go bargain hunting - Cobie talks about one of the stocks that have come onto his radar recently - Hoya Corp. 

Cobie and Dawn chat about Tariffs, the FED and the continued fallout in markets. Week 16 2025.

Bond markets sent Trump a clear message that his path was going to end in tears, so he doubled down and talked about firing Powell. Damage is being done that cannot be reversed and we are seeing a new world order emerge. 

What a week! Rexsolom Invest week 15 2025 podcast

Was there any other new last week except the tariff war, and despite delaying the recording of the podcast, it changed again, with Trump backing off on most of the important China tariffs, as we expected he would at some point. Sure equities took a hammering, but it was the bond market that was the persuader at the end of the day. 

Rexsolom Podcast with Dawn Ridler and Cobie LeGrange week14 2025

This week it's all about tariffs and markets - but looking through all the bad news and finding the opportunities and waiting for the bottom - which may not be that far off. This podcast is based on our Monday Morning Newsletter, you can get on the database at rexsolom.co.za

Rexsolom Invest Week 13 2025 Podcast

This week Cobie Le Grange and Dawn Ridler have a deep dive into some issues affecting markets right now. The impact of tariffs, specifically on autos and pharma (this week) - especially on RSA's thriving auto industry. Europe has taken up the challenge of America's isolationist policies, and these are starting to play out in the markets. 

Rexsolom Invest podcast week 12 2025

This week we look at the chaos in the markets and how this is impacting policy decisions globally, interest rates and investments. Here in RSA, we have our own chaos that is simmering in the background, with the budget yet to be approved in parliament. Outside of the US shares are on the rise - from Europe through to China. 

Wealth ecology podcast - Living and Life annuities

In this podcast, Dawn Ridler and Liam Wright discuss how to structure and design those 'pensions' you want in retirement so that you don't outlive them. 

Rexsolom Invest week 11 2025 Podcast

This week we have a look at the volatility in the US markets, including the weakening dollar and try and decipher whether or not this a new trend, or short correction. Can RSA Inc learn lessons from Trump's attempt to downsize government? 

Rexsolom Invest Week 10 2025 podcast

This week, we look at the unfurling impact of on-again-off-again tariffs and how it is changing world trade. Europe isn't waiting for Trump to change his mind, they are starting to spend, and spend big. This week we also have a closer look at Google, and how they are going to leverage AI going forward.