Episodes

Sunday Jul 28, 2024
Rexsolom Invest week 30 2024
Sunday Jul 28, 2024
Sunday Jul 28, 2024
This week we look at the drop in inflation across the world and prospects for rate cuts - especially in the US. We talk about the changing demographics and how that might impact a Trump attempted re-run. We also have a look at the "Dismal Science" of Economics, and why it is so difficult to predict what is happening in economies.

Sunday Jul 21, 2024
Rexsolom Invest Podcast Week 29 2024
Sunday Jul 21, 2024
Sunday Jul 21, 2024
Of course econo-politics are still centre stage, and we look at some of the policy decisions that could impact that like interest rate cuts - and of course the potential changes if Biden fails to secure a second term. We look at the role of ETFs, specifically the QQQ and how this has changed over time.

Sunday Jul 14, 2024
Rexsolom Invest Podcast Week 28 2024
Sunday Jul 14, 2024
Sunday Jul 14, 2024
Econo-politics still top of the agenda. US CPI cooling faster than expected - what will rate cuts mean to the equity markets? Long term outlook for the hot AI stocks - can they go the distance?

Sunday Jul 07, 2024
Rexsolom Invest Week 27 2024
Sunday Jul 07, 2024
Sunday Jul 07, 2024
This week we look at econo-politics and an in-depth look at France. Deficits in the West, especially in the US continue to balloon - will it need a crisis to stop and reverse?

Sunday Jun 30, 2024
Rexsolom Invest Week 26 2024
Sunday Jun 30, 2024
Sunday Jun 30, 2024
This week we look at the importance of looking at Economics and Politics together, especially in RSA. Where are millionaires migrating from and too - and why.

Sunday Jun 23, 2024
Rexsolom Invest Week 25 2024
Sunday Jun 23, 2024
Sunday Jun 23, 2024
This week we continue to look at the economic ramifications of the new RSA Government of National Unity and the strengthening exchange rate. Europe seems to be front-running the Staes in the interest rate cuts - is this signs of deepening rift between the two hemispheres?

Sunday Jun 16, 2024
Week 24 2024 Rexsolom Invest
Sunday Jun 16, 2024
Sunday Jun 16, 2024
This week we look at some of the RSA election results and some of the developments in the other global elections like France. We have an in depth discussion around valuation of companies and why RSA companies are just not making the grade.

Sunday Jun 09, 2024
Rexolom Invest week 23 2024
Sunday Jun 09, 2024
Sunday Jun 09, 2024
This week we talk about Nvidia, the local RSA elections and the economic possibilities of coalitions or unity.

Sunday Jun 02, 2024
Rexsolom Invest week 22 2024
Sunday Jun 02, 2024
Sunday Jun 02, 2024
This week we look at the escalating trade wars and growing rift between the East and West. The Beige book is showing some interesting trends for the coming months. Talking of trends we look at the wealth ladder and how that is changing - specifically as home ownership becomes unaffordable for the younger generations.

Sunday May 26, 2024
Rexsolom Invest Week 21 2024
Sunday May 26, 2024
Sunday May 26, 2024
This year is a busy election year all over the world. We look at the RSA elections coming up next week, and continue to look at the prospects for the US Presidential elections in November. We discuss how the state of the economy can increase the changes of an incumbent being re-elected in the US. US stock markets continue to roar, and we llok at some of the weightings in the large stocks.