REXSOLOM INVEST

Rexsolom Invest Podcast Week 10 2024

This week we look at markets, and specifically the volatile Rand. Boomers will transfer $90 Tn in wealth to gen x and millennials over the next couple of decades - what will they do with it? Like the rest of the world, we'll be keeping a close eye on the US elections because of the potential economic ramifications for all of us. 

Rexsolom Invest Podcast for Week 9 2024

This week we look at the fall and fall of WeightWatchers, India and globalisation, Bitcoin the ongoing woes of the corporate office space. 

Rexsolom Invest Week 8 2024e

This week we look at some of the Budget lowlights/lies and misdirects. We have a chat about Nvidia and what's behind it's meteoric rise and again, at Argentina and what lessons RSA Inc might learn from them.  

Rexsolom Invest Week 7 2024

This week we take a look back 27 years the past in Venter's book "After Mandela has gone". We discuss the possible dollarisation of Argentina and how a country goes about it and then have a look at what we might expect in the budget. 

Rexsolom Invest Week 6 2024

This week we chat about SONA, look at loadshedding and why it's ramped up to Stage 6 again this week. We talk about the "Çurse of Growth" using Paypal as an example. We talk briefly about our latest Blog on Interest rates and Fixed income, available on Moneyweb and our website www.rexsolom.co.za 

Rexsolom Invest Week 5 2024

This week we look at the US markets, earnings and where markets might be going. We have another look at India and China and the changing global dynamics. 

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.