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.
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This week we talk about bonds in the US and what might happen if there was a 'bond revolt'. In both the newsletter and the podcast we look at the Chinese Tazra railway network snaking across Africa picking up much-needed commodities and securing that supply for China into the future. It's the Medium Term Budget this week and we go into some of the …
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This week we look at The markets, and specifically some of the PE ratios that can be found globally. We discuss Boeing who are going through a very difficult patch , and look at whether there is a case to nationalise airlines. The SABC are scrambling trying to find funds, and are sitting on R44bn in arrears from unpaid licenses.…
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Wealth Ecology Podcast - Self Insurance
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This week Liam Wright and Dawn Ridler discuss grudge purchases, the option of self-insuring for events and how to optimise your personal risk mitigation - leaving some funds left over to invest and have fun.Autor: Dawn Ridler and Cobie Legrange
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This week we take an in-depth look into the history of returns on the JSE, putting some of the recent gains into perspective. WE talk about investing in China again - and whether that play has legs. Oil prices always spike when tensions in the Middle East rise - what are the risks and pressure points?…
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This week we look at China and the measures taken here to stimulate their economy. With just over a month to go to US elections the economy and markets are playing into Harris's hands but it is till going to be a tight race. Gold is at an all-time high - thanks to central bank purchases - we delve into the reasons for that.…
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Wealth ecology Podcast - The Balancing Act
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This week we look at how to keep the many financial plates in the air, from the start, so that you end up with a balanced risk and investment portfolio and not getting stuck on the one-step-forward, two-steps-back dance that is often the norm when you're starting out.Autor: Dawn Ridler and Cobie Legrange
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Rexsolom Invest Week 38 2024 podcast
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This week we look at interest rate cuts in the US and RSA. The Dollar continues to be weak - which is behind most of the rand's strength. The GNU is hanging in there, and actually talking and consulting - and using the constitutional court as the backstop. Cobie takes a new look at 'efficient markets' and how times are changing.…
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This week we look at the US presidential debate. The evolving role of AI, with the beta launch of the "Strawberry version, and how AI could be used effectively in the public sector in RSA. As the magnificent 7 cool down, it looks like the small and medium caps might just be picking up the slack. The US economy looks like its in a good place - is an…
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Wealth Ecology - Financial Advice and Entrepreneurs
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This podcast delves into the risks, rewards and challenges entrepreneurs face, especially as they retire.Autor: Dawn Ridler and Cobie Legrange
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This week we continue looking at the impact of politics on our economic environment, both at home and abroad. Eskom price increases come under scrutiny, and the GNU in Tswane is on rocky ground. Cobie talks about Intel and how it compares to the other big semiconductor manufacturers like Nvidia. This podcast is based on our free weekly newsletter t…
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Wealth Ecology from Rexsolom invest - The 2 pot system
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On the first of September 2024 the 2-pot pension system was finally introduced in South Africa and has led to a flurry of withdrawals from the newly created Savings Pot. In this podcast, which summarises the comprehensive blog that we put out on this topic (Rexsolom.co.za/posts), we touch on some of the more important topics surrounding this change…
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This week we look at the history and context of Jackson Hole and what came out of the 2024 meeting. Nvidia continues to be a talking point, and we look at similarities to 2000, and how this AI dream needs to be monetised and trickled into the mainstream like the internet did after the dot com bubble.…
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Wealth Ecology - Keeping your legacy bright
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In this podcast (based on a post we put out that is available from Rexsolom.co.za/posts) we try to take a more positive approach to Life Insurance, looking at the benefits, but also the pitfalls from miss-selling that still happens today. We give you some hints and tips on how to find out for yourself what you 'need' and what to do with it once tho…
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Rexsolom Invest. Week 34 2024 podcast
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This week we look at the potential changes to policies coming out of the US and the potential global impact. There are some parallels between some aspects of Project 2025 and failed ANC policies which are interesting and we look at. Fear and greed are often at the core of investment decisions, we have a look at this and how you can avoid falling in…
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Wealth Ecology Podcast from Rexsolom Invest - Dementia
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In this week's podcast Dawn and Liam talk discuss how to handle financial affairs when someone is diagnosed with Alzheimer's or dementia. They look at Trusts, Power of Attorney and the pitfalls to look out for on the journey. There is a blog/post on this topic if you want more detail, available at Rexsolom.co.za/posts, where you can also get onto o…
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Rexsolom Invest Week 33 2024 Podcast
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This week we have an in-depth look at oil, and the potential impact of an escalation of the Middle East unrest on the supply, price and politics. China is battling to lift itself meaningfully out of the post-Zero-Covid doldrums and the West is slowly decreasing its reliance on manufacturing out of China. We also go into a bit more detail on the inv…
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Wealth Ecology Podcast brought to you by Rexsolom Invest
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This week we are going to be chatting about "Weathering the Storm" - how to structure your investments to anticipate and mitigate inevitable market and economic turbulence. The full blog/post is available on rexsolom.co.za where you can join our free newsletter that will give you the full post.Autor: Dawn Ridler and Cobie Legrange
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This week we look at the Japanese Carry-trade mini-crash in some detail. Interest rates are cooling, with a cut in the US probably coming in September. US mortgage rates are coming down, which will increase disposable income and boost the housing market.Autor: Dawn Ridler and Cobie Legrange
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Wealth Ecology podcast brought to you by Rexsolom Invest
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This week - Pruning your Assets. In this the first of many podcasts on Wealth Ecology, were use the analogy of ecology, wildlife the great outdoors and nature to try and explain some of the more complicated ideas around finance, advice and asset management. Presented by Dawn Ridler and Liam Wright. The Post can be found on Rexsolom.co.za.…
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This week we look at the econo-political world, and how that is changing in the US, and ramping up in the Middle East. Critical minerals are the backbone of the new AI-led industries - are there any opportunities for South Africa? Japanese bonds are on the rise for the first time in decades - can this lift the Japanese economy? The Newsletter on wh…
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This week we look at the drop in inflation across the world and prospects for rate cuts - especially in the US. We talk about the changing demographics and how that might impact a Trump attempted re-run. We also have a look at the "Dismal Science" of Economics, and why it is so difficult to predict what is happening in economies.…
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Rexsolom Invest Podcast Week 29 2024
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Of course econo-politics are still centre stage, and we look at some of the policy decisions that could impact that like interest rate cuts - and of course the potential changes if Biden fails to secure a second term. We look at the role of ETFs, specifically the QQQ and how this has changed over time.…
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Rexsolom Invest Podcast Week 28 2024
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Econo-politics still top of the agenda. US CPI cooling faster than expected - what will rate cuts mean to the equity markets? Long term outlook for the hot AI stocks - can they go the distance?Autor: Dawn Ridler and Cobie Legrange
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This week we look at econo-politics and an in-depth look at France. Deficits in the West, especially in the US continue to balloon - will it need a crisis to stop and reverse?Autor: Dawn Ridler and Cobie Legrange
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This week we look at the importance of looking at Economics and Politics together, especially in RSA. Where are millionaires migrating from and too - and why.Autor: Dawn Ridler and Cobie Legrange
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This week we continue to look at the economic ramifications of the new RSA Government of National Unity and the strengthening exchange rate. Europe seems to be front-running the Staes in the interest rate cuts - is this signs of deepening rift between the two hemispheres?Autor: Dawn Ridler and Cobie Legrange
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This week we look at some of the RSA election results and some of the developments in the other global elections like France. We have an in depth discussion around valuation of companies and why RSA companies are just not making the grade.Autor: Dawn Ridler and Cobie Legrange
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This week we talk about Nvidia, the local RSA elections and the economic possibilities of coalitions or unity.Autor: Dawn Ridler and Cobie Legrange
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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.…
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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 the changes of an incumbent being re-elected in the US. US stock markets continue to roar, and we llok at so…
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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?Autor: Dawn Ridler and Cobie Legrange
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Rexsolom Invest Week 19 2024 podcast
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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 sid…
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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 radarAutor: Dawn Ridler and Cobie Legrange
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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.Autor: Dawn Ridler and Cobie Legrange
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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.Autor: Dawn Ridler and Cobie Legrange
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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.Autor: Dawn Ridler and Cobie Legrange
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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.zaAutor: Dawn Ridler and Cobie Legrange
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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.zaAutor: Dawn Ridler and Cobie Legrange
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This week we look at China's Belt and Road initiative, inflations and CPI and the TikTok banAutor: Dawn Ridler and Cobie Legrange
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Rexsolom Invest Podcast Week 10 2024
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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.…
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Rexsolom Invest Podcast for Week 9 2024
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This week we look at the fall and fall of WeightWatchers, India and globalisation, Bitcoin the ongoing woes of the corporate office space.Autor: Dawn Ridler and Cobie Legrange
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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.Autor: Dawn Ridler and Cobie Legrange
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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.Autor: Dawn Ridler and Cobie Legrange
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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.zaAutor: Dawn Ridler and Cobie Legrange
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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.Autor: Dawn Ridler and Cobie Legrange
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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 dat…
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Rexsolom Invest Week 48 2023 Podcast
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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.zaAutor: Dawn Ridler and Cobie Legrange
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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…
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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.Autor: Dawn Ridler and Cobie Legrange
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Rexsolom Invest Week 45 2023 Podcast
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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 discuss outcomes-based investing, which Cobie goes into more detail in the newsletter.…
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