This week it's all about tariffs and markets - but looking through all the bad news and finding the opportunities and waiting for the bottom - which may not be that far off. This podcast is based on our Monday Morning Newsletter, you can get on the database at rexsolom.co.zaBy Dawn Ridler and Cobie Legrange

This week, Dawn and Cobie continue to look at the unfurling saga of tariffs and how they are impacting foreign relations, stock and bond markets. When markets dip, it's time for asset managers to go bargain hunting - Cobie talks about one of the stocks that have come onto his radar recently - Hoya Corp.…

Bond markets sent Trump a clear message that his path was going to end in tears, so he doubled down and talked about firing Powell. Damage is being done that cannot be reversed and we are seeing a new world order emerge.By Dawn Ridler and Cobie Legrange

Was there any other new last week except the tariff war, and despite delaying the recording of the podcast, it changed again, with Trump backing off on most of the important China tariffs, as we expected he would at some point. Sure equities took a hammering, but it was the bond market that was the persuader at the end of the day.…

This week Cobie Le Grange and Dawn Ridler have a deep dive into some issues affecting markets right now. The impact of tariffs, specifically on autos and pharma (this week) - especially on RSA's thriving auto industry. Europe has taken up the challenge of America's isolationist policies, and these are starting to play out in the markets.…

This week we look at the chaos in the markets and how this is impacting policy decisions globally, interest rates and investments. Here in RSA, we have our own chaos that is simmering in the background, with the budget yet to be approved in parliament. Outside of the US shares are on the rise - from Europe through to China.…

In this podcast, Dawn Ridler and Liam Wright discuss how to structure and design those 'pensions' you want in retirement so that you don't outlive them.By Dawn Ridler and Cobie Legrange

This week we have a look at the volatility in the US markets, including the weakening dollar and try and decipher whether or not this a new trend, or short correction. Can RSA Inc learn lessons from Trump's attempt to downsize government?By Dawn Ridler and Cobie Legrange

This week, we look at the unfurling impact of on-again-off-again tariffs and how it is changing world trade. Europe isn't waiting for Trump to change his mind, they are starting to spend, and spend big. This week we also have a closer look at Google, and how they are going to leverage AI going forward.…

This week we look at the US deficit and how that might effect US treasuries and whether the same approach could be used elsewhere - including here in RSA. The political move to the right continues in Germany - what role does the economy play? This is a podcast based on our popular newsletter - get on the database at www.rexsolom.co.za…

This week we look at the budget that wasn't and the leaked version too. Ukraine, Trump and NATO are still in the news - is the USA's isolation going to lead to a vacuum for China to fill? Rand is surprisingly resilient - why?By Dawn Ridler and Cobie Legrange

This week we look at the continued fall out in RSA over the AWC act. NATO, Ukraine and Hegseth. Whether Trump's legacy will be debt reduction and finally a look at Hermes.By Dawn Ridler and Cobie Legrange

This week Cobie and Dawn discuss the economic implications of the Acquisition without Compensation Bill and Trump's executive order that has put RSA Inc, and the ANC specifically on notice. This podcast is based on our weekly newsletter, available free on our website https://rexsolom.co.za/By Dawn Ridler and Cobie Legrange

This we look at Deep Seek and its possible future impact on AI. Earnings season is underway and there were some surprises - and surprise market reactions - especially to Tesla's mediocre earnings. Loadshedding is back, but Eskom has much bigger problems if it wants to return to profitability.By Dawn Ridler and Cobie Legrange

This week we have a look at some of the possible impacts of Trump's policies, especially wrt oil, and how much control he actually has over the commodity. We aren't expecting another bumper year in the US markets, but Trump's policies are business-friendly and so market-friendly too - we're watching for catalysts that might turn the markets bearish…

This week Cobie Le Grange and Dawn Ridler are going to be looking ahead to 2025 and what might be in store for us. They do an in-depth dive into the world of bonds and how they play such an important role in investment portfolios. They also have a look at Richemond - and the challenges faced by De Beers.…

This week's podcast - based on our free newsletter - we wrap up 2024 and look ahead to 2025. We have a bit of a deep dive into the French and South Korean econo-politics and some of the possible bond implications of Trump's Treasury pick. This is the last podcast of the year, and we'll be back in the third week of January. You can get on our databa…

This week we look at some aspects of the new Trump tariffs on Mexico and Canada and the possible implications of that. Black Friday and Cyber Monday have merged, and online shopping is inching to 50-50 for that day/week/month. We also look at some of the retail trends, and the role Amazon has played in changing that landscape.…

This week we look at the rise and rise of crypto and how and why it is becoming 'mainstream'. We've lived through increasing global tension and skirmishes this year - could they turn into war and will countries have to pick sides? This podcast is based on our weekly free newsletter, go to www.rexsolom.co.za to get on the mailing list.…

This week we have a look at some of the Trump picks for his inner circle and a deeper look at Tariffs - what they are, why they are imposed and what they might mean for the rest of the world. We also have a look at GEPF results that came out for 2023/2024 and try to decipher why they did so badly. This podcast is based on your weekly free newslette…

This week Cobie Legrange and Dawn Ridler look at some of the economic implications around the Trump win, especially wrt inflation. US stocks are now expensive, or very expensive - do you just chase earning when it comes to stock picking? We're going to have to wait a while to see if increased tariffs are going to be imposed by Trump - but some US c…

In this podcast Liam Wright and Dawn Ridler discuss those crucial 10 years leading up to retirement, and what you need to know and understand to maximise the impact they'll have on your eventual retirement.By Dawn Ridler and Cobie Legrange

In this week's podcast Dawn Ridler and Cobie Legrange discuss the South African Medium Term Budget and compare it to the UK's budget which also came out last week. We have another look at the Magnificent 7, and how they have to move into the next phase of AI - monetisation. We briefly look at the final run-up to the US elections as we now wait for …

This week we look at Eli Lilly and the risky nature of investing in Pharma stocks. Debt and Tariffs - and more specifically when will the debt bomb go off - will Bond vigilantes play a role as they have in the past? Europe is back on the investment radar as investors look for opportunities outside of the US.…

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 …

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.…

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.By Dawn Ridler and Cobie Legrange

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?…

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.…

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.By Dawn Ridler and Cobie Legrange

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.…

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…

This podcast delves into the risks, rewards and challenges entrepreneurs face, especially as they retire.By Dawn Ridler and Cobie Legrange

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…

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…

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.…

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…

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…

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…

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…

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.By Dawn Ridler and Cobie Legrange

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.By Dawn Ridler and Cobie Legrange

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.…

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…

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.…

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.…

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?By Dawn Ridler and Cobie Legrange

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?By Dawn Ridler and Cobie Legrange

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.By Dawn Ridler and Cobie Legrange

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?By Dawn Ridler and Cobie Legrange