REXSOLOM INVEST

Economic and market update for week 31 from Rexsolom Invest

This week, we look at the tariff impact (yet again) and do a bit of a case study on Bananas and Aluminium markets in the US and the possible impact of tariffs. We also look at which jobs AI might impact, and which not. This is based on our popular weekly newsletter, you can get on the database at www.rexsolom.co.za

This week we look at Central Bank independence and whether tariffs are actually going to be inflationary

Powell is trading on thin ice with Trump, and the latest gotcha moment imploded on live TV. Still, there seems to be the question whether central bank independence should still be 'a thing'. Tariffs don't seem to be impacting inflation, yet, but is that still coming down the pipe? Are importers going to stop eating those tariffs and start passing them onto the consumer? This podcast is based on our weekly (free) newsletter, also available on www.rexsolom.co.za. 

Rexsolom Invest Week 29 2025

This week, we talk about the breadth of the S&P. Coffee prices are on the rise because of drought conditions, and now Trump wants to impose a 30% tariff. WE look at recent developments in the field of AI, and ways ordinary people can start leveraging this new technology.

Rexsolom Invest week 28 2025

This week we look at the light-speed changes that are happening in AI, and how large companies like Meta and Apple are starting to find their niches. It wouldn't be another week in 2025 without more on Trump's tariffs. Is it still TACO Don, or are these going to stick? 

Rexsolom Invest Week 27 2025

This week, Cobie and Dawn chat about the Trump Big Beautiful Bill, and the continued tariff fallout. They also discuss the weakening dollar and its effect on commodity prices and equities. Dawn also interviews the newest member of the team at Rexsolom, Jonathan Brummer, who will have a dual role in asset management and advisory. 

Rexsolom Invest Global econo-political podcast

This week, we revisit the state of the RSA GNU - is it crumbling, and do we need a 'regime change'? In the newsletter (www.rexsolom.co.za/posts) this week Cobie has taken an indepth look at diversification and what it really means, and we also go into that in this podcast. 

Rexsolom Invest Blog - Difficult conversations

In this podcast we discuss the topic of our recent post ( you can find it on our website www.rexsolom.co.za/posts entitled Difficult Financial Conversations. There are a few times in your life that these conversations, tackled head-on, can make a huge difference to your long-term wealth. Dawn Ridler and Liam Wright explore some of these in depth. 

Rexsolom Invest, Week 25 2025 Podcast

This week we look at the impact of the Israel/Iran war and what the potential fallout could be, especially w.r.t oil. The dollar continues to weaken - is this part of the sunset of the US empire, and who will fill the void? The US has kept interest rates on hold, and the rest of the world is doing its own thing. 

Rexsolom Invest Week 24 2025

This week, we chat about the economic fallout from renewed tensions in the Middle East. Trump accounts are the latest gimmick floated by Trump2.0 - what might that look like. We also discuss the future of location and work - will we start to see an aggregation of like-minded, and similarly skilled individuals in tax-friendly locations start to pop up, like Silicon Valley in the last century? 

Rexsolom Invest Week 23 2025

This week, Cobie and Dawn focus in on the RSA economy, and what is needed to drive it forward - to lift the dismal 1% GDP and 35% unemployment numbers