REXSOLOM INVEST

Rexsolom Invest Week 4 2024

This week we look at India and its prospects for investors in the future. We talk about the "great monetisation" w.r.t bonds that is happening globally, and the implications on the markets. Changing demographics is hurting pensions in the West - what can governments do? Our podcasts are based on the (free) weekly newsletter - you can get on the database at https://rexsolom.co.za/

Rexsolom Invest Week 48 2023 Podcast

This week we look back on 2023, and see what lessons we learned as investors. This podcast is based on the newsletter we put out every Monday morning, you can get on the database at www.rexsolom.co.za

Rexsolom Invest Week 47 2023

This week we look at Bullish versus bearish investor sentiment through the years. Black Friday is behind us - are consumer buying patterns changing? Cobie gives an interesting look at Argentina, and what RSA Inc might learn from Mr Milei. This podcast is based on our weekly (free) newsletter - sign up on our website www.rexsolom.co.za

Rexsolom Invest Week 46 2023

This week we chat about nominal and effective interest rates and how slick marketing uses these nuances to fool you. We also chat about the magnificent 7 and how their returns distort the market. 

Rexsolom Invest Week 45 2023 Podcast

This week we look at AGOA and the threat of the US removing us from those preferential trade benefits worth billions. We continue with our discussion on changing demographics and projections on when the global population might top out. We discuss outcomes-based investing, which Cobie goes into more detail in the newsletter.  

Rexsolom Invest Week 44 2023 Podcast

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

Rexsolom Invest Week 43 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? 

Rexsolom Invest. Week 42 2023 Podcast

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 

Rexsolom Invest Week 41 Podcast

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.  

Rexsolom Invest Podcast week 40 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.