Episodes
4 days ago
Rexsolom Invest week 22 2024
4 days ago
4 days ago
This week we look at the escalating trade wars and growing rift between the East and West. The Beige book is showing some interesting trends for the coming months. Talking of trends we look at the wealth ladder and how that is changing - specifically as home ownership becomes unaffordable for the younger generations.
Sunday May 26, 2024
Rexsolom Invest Week 21 2024
Sunday May 26, 2024
Sunday May 26, 2024
This year is a busy election year all over the world. We look at the RSA elections coming up next week, and continue to look at the prospects for the US Presidential elections in November. We discuss how the state of the economy can increase the changes of an incumbent being re-elected in the US. US stock markets continue to roar, and we llok at some of the weightings in the large stocks.
Sunday May 19, 2024
Rexsolom Invest Week 20 2024
Sunday May 19, 2024
Sunday May 19, 2024
This week we have another look at the NHI now that it is law. We have another look at wealth tax, and wealth of African nations. Some professional investors are selling off the magnificent 7 - are they onto something?
Sunday May 12, 2024
Rexsolom Invest Week 19 2024 podcast
Sunday May 12, 2024
Sunday May 12, 2024
This week we look at the US unemployment numbers and determine if there are any trends forming. We also have a look at Eskom, and bust some of the myths around why we've had no load-shedding for so long. In the run-up to the RSA elections, we discuss the impact of socialism and the global rifts that could impact our economy if we pick the wrong side.
Sunday May 05, 2024
Rexsolom Invest Week 18 2024
Sunday May 05, 2024
Sunday May 05, 2024
This week we look at the sticky, new normal, inflation in the US. We also have a more positive look at the JSE and how it has performed over long periods of time and it's Rand Hedge abilities. The magnificent 7 continues to be on our radar
Sunday Apr 28, 2024
Rexsolom Invest Week 17 2024
Sunday Apr 28, 2024
Sunday Apr 28, 2024
This week we look at US market behaviour and the potential that it may be topping out. We continue to look at the Japanese yen, and their interesting approach to devaluation.
Sunday Apr 21, 2024
Rexsolom Invest Week 16 2024
Sunday Apr 21, 2024
Sunday Apr 21, 2024
This week we look at the elections in India and how this powerhouse is poised to take over from China. We have a look at volatility in the market, and how your personality may affect your portfolio choices.
Sunday Apr 14, 2024
Rexsolom Invest Week 15 2024
Sunday Apr 14, 2024
Sunday Apr 14, 2024
This week we look at the creation of debt through the ages, and the US and Japan as reserve currencies. We also talk about unionisation and socialism and their relation to historical inflation. We discuss the new Zimbabwe currency, the ZiG and the gold standard.
Sunday Apr 07, 2024
Rexsolom Invest Week 14 2024
Sunday Apr 07, 2024
Sunday Apr 07, 2024
This week we look at the interest rates across the world, and when they might start coming down. We look at the DJT meme stock and look back on the life and work of Daniel Kahneman. This podcast is based on our free newsletter, sign up at rexsolom.co.za
Sunday Mar 24, 2024
Rexsolom Invest Week 12 2024
Sunday Mar 24, 2024
Sunday Mar 24, 2024
This week we look at the trend toward tokenisation, the future of TikTok and AI. We look at some of the antitrust suits going on over in the US, and focus in on Hermés. This podcast is based on our free weekly newsletter, sign up at www.rexsolom.co.za