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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
Monday May 22, 2023
Monday May 22, 2023
This week we look at how load-shedding has impacted Vodacom and the resurrection of the Karpower deal. The continued surge of the Nasdaq is dissected, and we look at some offshore shares and whether they offer the value we are looking for. You can always get more detail from our newsletter, and you can sign up on www.rexsolom.co.za
Monday May 15, 2023
Monday May 15, 2023
This week we look at causes for the depreciating Rand, and its implications for SA Inc. We also look at US CPI data, and how Wall Street is behaving in response to the declining inflation. This Podcast is further discussion on our weekly newsletter, you can sign up from a popup at www.rexsolom.co.za.
Monday May 08, 2023
Monday May 08, 2023
This week we look at Non-farm payrolls versus household employment in the US and why this matters. We discuss some of the takeaways from the Berkshire Hathaway annual meeting and what Buffett sees coming down the pipe. Locally we have a look at retailers, Pick N Pay specifically.
Monday May 01, 2023
Monday May 01, 2023
This week we look at the earnings season in the US and the ongoing recession debate. Locally we discuss the government bond rates and how they can be used in a portfolio. We also discuss Eskom and the recently released Electricity Availability Factor for the various power stations and the opportunities for the Electricity Minister to start getting this right.
Monday Apr 24, 2023
Monday Apr 24, 2023
This week we look at inflation and it's impact on consumers. We have an in-depth discussion on portfolio construction and the 40/60 rule. We close off the Podcast by looking at the earnings season in the US and future buying opportunities
Monday Apr 17, 2023
Monday Apr 17, 2023
This week we look at the potential for a recession and what it might look like, loadshedding and how it impacts lifestyle.
Monday Apr 10, 2023
Monday Apr 10, 2023
This week we look at Euro/Dollar and BRICs. We discuss the Finance minister's turn around on Eskom disclosures, and the fraying of the RSA economy. Non-farm payrolls and the US interest rates.
Monday Apr 03, 2023
Monday Apr 03, 2023
This week we look at what is making the US markets move higher. We look at the BRICs, the petrodollar and if this is something we must be concerned about. We also revisit Enron, and the lesson to be learned from that debacle.
Monday Mar 27, 2023
Monday Mar 27, 2023
This week we look at rising interest rates, debt review, the TikTok congressional review and another look at the evolving banking crisis.
Monday Mar 20, 2023
Monday Mar 20, 2023
This week we look at Credit Suisse and other Swiss banks. We look ahead to the FED possibly hiking rates this week. Locally we have a brief look at Transaction Capital.