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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 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
Monday Jul 24, 2023
Monday Jul 24, 2023
This week we discuss the earnings season in the US; The recycling trend in EV batteries as part of global diversification; The soft landing hopes arising out of the US. This podcast is based on our weekly newsletter, you can get on the mailing list for that at http://eepurl.com/GI4JL or on our website
Monday Jul 17, 2023
Monday Jul 17, 2023
This week we look at the CPI print; How we identify stocks to go into our portfolios; AI and automation in Services.
Monday Jul 10, 2023
Monday Jul 10, 2023
This week we look at decoupling versus diversification in US/China trade; We discuss the NHI and possible paths forward; we discuss the ETF effect and how that might impact your Tech or Nasdaq investments. if you go to www.rexsolom.co.za (or wealthecology.co.za) you can sign up for our weekly newsletter, or contact us.