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INVESTMENT AND FINANCIAL ADVICE PODCASTS FOR SOUTH AFRICAN AND INTERNATIONAL INVESTORS. Cobie LeGrange and Dawn Ridler from Rexsolom Invest discuss macroeconomic and financial advisory trends specifically (but not exclusively) for South African audiences.
Episodes
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
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
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
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
Tuesday Sep 05, 2023
This week we look at the China slowdown. How Luxury brands beat inflation and Heico as an investment opportunity
Sunday Aug 27, 2023
Sunday Aug 27, 2023
This week we look at BRICS and Global GDP projections for 2050. There is also an in-depth discussion around China's changing fortunes. This podcast is based on our free weekly newletter, available from www.rexsolom.co.za or dawn@rexsolom.co.za
Sunday Aug 20, 2023
Sunday Aug 20, 2023
This week we look at the US Bond market in depth and how this may affect some of the decisions coming out of Jackson Hole this week. China is still very much in the news and weighing down on the EM economies and currencies.
Sunday Aug 13, 2023
Sunday Aug 13, 2023
This week we look at CPI, Bonds in the US and Quantitative Tightening. WE have another look at consumer expenditure and its role in GDP around the world. This podcast is based on our weekly newsletter, available at www.rexsolom.co.za
Monday Aug 07, 2023
Monday Aug 07, 2023
This week we look at the Fitch downgrade of the US and the impact on the rand. The unemployment numbers out of the US, and the dept of Statistics constant 'revision' of the numbers. We continue to look at how AI and other trends like globalisation are affecting the markets and jobs. This podcast is based on our weekly newsletter, go to www.rexsolom.co.za to sign up.
Monday Jul 31, 2023
Monday Jul 31, 2023
This week we look at US CPI and GDP and the receding possibility of a recession. We discuss consumerism and its effect on GDP. We continue to look at the possibility of RSA picking up the slack of reversed globalisation and dependence on China. Subscribe to our weekly newsletter on www.rexsolom.co.za