Dawn Ridler and Cobie Legrange
REXSOLOM INVESTEpisodes
Episodes of REXSOLOM INVEST
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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 th
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?
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 d
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
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.
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.
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
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 rexso
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.rexsolo
This week we look at China's Belt and Road initiative, inflations and CPI and the TikTok ban
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
This week we look at the fall and fall of WeightWatchers, India and globalisation, Bitcoin the ongoing woes of the corporate office space.
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.
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.
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, avai
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.
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
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
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
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.
This week we look at AGOA and the threat of the US removing us from those preferential trade benefits worth billions. We continue with our discussion on changing demographics and projections on when the global population might top out. We discu
This week we look at the RSA Medium Term Budget, and budget deficits across the world. We have another look at Japan, now that the bond yield management is slipping and what this might mean going forward. It was a good week on global bourses, l
This week we look at objectives-based, advice-led portfolio management. How do you navigate all the political change and chaos, and is the 60/40 model broken?
This week we look at the continued volatility of US bonds and what this means to investors. We take a deeper dive into investing offshore, or emigrating and how and why a long term plan is the sensible approach. This Podcast is based on our wee
This week we look at changing demographics and how that impacts the balance of power and how governments collect taxes. We do a deeper dive into Wealth Tax, Trusts and specifically beneficial ownership.
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