REXSOLOM INVEST

This week we look at the challenges of active asset management and ETFs

Sun, 19 Jul 2026 23:17:00 +0200

Underlying softness in economies may be masked by robust markets, especially around AI. This week, we look at a bit at how to get exposure to 'momentum' without substantially increasing volitility and risk.

War on again, oil up and 'value' investing not keeping up. Rexsolom Invest Week 28 2026

Sun, 12 Jul 2026 23:56:00 +0200

This week, we spend a bit of time looking at the 'unwinding' of the very popular 'value ' investment philosophy and where AI and related investments are taking us. We also discuss RSA's immigration problem against the backdrop of a better economic outlook.

How do you keep your head when FOMO rules? Rexsolom Invest week 27 2026

Sun, 05 Jul 2026 23:02:00 +0200

ETFs are so popular, consume so much 'new' money that they have the power not just to track but move markets. Everyone is still waiting to call the top of the AI bubble- how much longer can it last? This podcast is based on our popular newsletter, sign up at www.rexsolom.co.za

Japan making major shifts as the US continues to decline. Week 26 2026 from Rexsolom Invest

Sun, 28 Jun 2026 23:51:00 +0200

In the newsletter this week (www.rexsolom.co.za) we talk a lot about the East. The Kospi crash, Japan, China as the US fumbles through its 250 celebrations. AI frothiness and volatility is sending warning signals.

Will the memorandum hold? The important economic question of the week. Rexsolom Invest, week 25 2025

Sun, 21 Jun 2026 23:30:00 +0200

Everyone, including the US, wants the world order, markets and economies to go back to pre-Trump's Iran war. Will the Memorandum hold, or is this just rinse-and-repeat? The oil price is drifting lower, great news for future inflation - the other big news story of the week.

AI and the SpaceX IPO top of the news this week. Rexsolom Invest, Week 23 2026

Sun, 14 Jun 2026 23:58:00 +0200

Crypto losses signalling liquidity tightening, but some huge IPOs are looming in the AI space. This switch to public investment signals a new era, and we look at that and, again, at potential job losses.

Iran war uncertainty continues to cause volatility. Week 24 2026 from Rexsolom Invest

Sun, 14 Jun 2026 23:18:00 +0200

DJT's every utterance is still, somehow, believed by the markets and the swings continue to be wild. SpaceX IPO coming in to muddy the indices and where to original thought? All this and more in the podcast with Dawn Ridler and Cobie LeGrange.

Markets and economies deaf to Iran war fallout. Week 22 from Rexsolom Invest

Sun, 31 May 2026 23:12:00 +0200

RSA interest rates up - to protect the rand and stem imported inflation. Iran war rumbles on with more spin than substance, Iran is holding most of the cards at this point. This podcast is based on our popular newsletter, find us at wealthecology.co.za

This week bonds are back in the news - this week's podcast from Rexsolom, the home of Wealth Ecology

Sun, 24 May 2026 23:04:00 +0200

As the Iran war grinds on with no resolution in sight, inflation is starting to bite, and bonds are taking notice, around the globe. In volatile and uncertain times like this, FOMO can set in and disrupt your portfolio and long-term plans. You can find us on wealthecology.co.za, join our (free) newsletter and keep up with markets and economic shenanigans.

Trump-Iran war at a stalemate and inflation surges. Week 20 2026 Rexsolom Invest

Sun, 17 May 2026 23:09:00 +0200

The big news/no news of the week was Trump's visit to China with his merry band of support-CEOs and progeny. It produced, by all accounts, a big fat goose egg.Inflation is a real worry; gas and electricity prices are going to make things difficult for Warsh, and the mid-terms

Markets are not the economy - Week 19 from Rexsolom Invest, the home of wealth ecology

Sun, 10 May 2026 23:11:00 +0200

There is obviously investor fatigue over the Iran war, and TACO Trump is trying to extricate himself from the mess. Markets, especially AI stocks, are roaring ahead regardless. This podcast is based on our free newsletter www.rexsolom.co.za/posts

Markets are in full party mode - War? What war? Rexsolom Invest Week 18 2026

Sun, 03 May 2026 23:27:00 +0200

Trump says the war is over, and markets are behaving like it is a non-event. Bonds are indicating otherwise. Rates probably on hold in the US, and maybe even back on the way up. interesting times that require close monitoring.

Markets are saying war? What war? Week 17 2026 from Rexsolom Invest

Sun, 26 Apr 2026 23:02:00 +0200

Six weeks into the Trump-Iran war, markets are carrying on like it doesn't exist. Records are still being broken, and earnings are still being exceeded, not even the volatility is saying much. What could change that? If oil supply issues really bite? Japan has made an unusual move to export arms.

The on-again-off-again closure of the Straits still major market mover - Rexsolom Invest Week 16

Sun, 19 Apr 2026 23:44:00 +0200

Markets are moving more on hope than realistic expectations, as we have seen repeatedly during this war. The only salvation is to understand the time objective of the investment and asset allocation and behave accordingly.

Inflation is already creeping up. Week 15 from Rexsolom Invest

Sun, 12 Apr 2026 23:49:00 +0200

Markets and economies are hanging onto every bit of news and hope coming out of the Middle East - but the longer this goes on, the longer it will take to recover. Markets are giving us rare opportunities to buy into this late cycle, but you have to have a cool head and strong stomach.

Its all about oil this week. Week 13 2026 from Rexsolom Invest

Sun, 29 Mar 2026 23:50:00 +0200

It's all a chaotic mess of changing geo-econo-political players right now. We are probably witnessing a change in the world order in real time, and everyone, including markets, can just watch and wait.

Econo-politcal news is still all war - but looking for an offramp? Week12 2026 from Rexsolom Invest

Sun, 22 Mar 2026 23:53:00 +0200

This week, we start looking for potential off-ramps from this war and the market opportunities that might present in this time of peak 'fear' in stocks. Are we seeing the end of an era, not unlike the fall of the Roman and British empires? You can get all the week's news from our newsletters on www.rexsolom.co.za where you can sign up for free.

It's everything oil and Iran at this point - Week 11 2026 from Rexsolom Invest

Sun, 15 Mar 2026 23:01:00 +0200

Only days into this Iran war, and the economic foreshadowing is already rearing its head. Markets are slowing, but there's no panic - yet. The longer the Straits of Hormuz stay closed, though, the greater the impact, and the longer it'll take to recover. Oil has joined gold on the resource supercycle.

Another interesting week in geopolitics and markets aren't happy

Sun, 08 Mar 2026 23:48:00 +0200

It's never 'fun' to watch historical moments play out and see the stomach-churning effects on markets, but this also presents opportunities and a time to test our FOMO, perhaps?

It's going to be an interesting week ahead. Week 9 2026 from Rexsolom Invest

Sun, 01 Mar 2026 23:53:00 +0200

As we record this, the Middle East is in serious turmoil, which could have a significant impact on global markets and economies. As a bit of a bright note, we give some of the highlights of the RSA budget. As always, more info in our free newsletter, sign up at www.rexsolom.co.za

Quietish week on markets but tariffs back in the headlines. Week 8 2026

Sun, 22 Feb 2026 23:41:00 +0200

In this week's podcast, Dawn and Cobie discuss the new tariff regime imposed by a miffed Trump last week. The rest of the world is holding the cards; they're moving on, now they just need to step up. How is AI evolving? How quickly can they monetise the massive capex, and hang onto those lofty valuations?

Its been a quiet week on the markets and globally economies quietly growing Week 7 2026

Mon, 16 Feb 2026 23:29:00 +0200

In South Africa this week it was the annual non-event the SONA, and the rest of the world was preoccupied with the Epstein files. Will Warsh drop interest rates despite a pretty hot economy? Is he going to be a Trump Yes-Man? This podcast is based on our free newsletter - get on the database at www.rexsolom.co.za

This week: Last week's software market wobbles and the potential ongoing impact on stocks

Sun, 08 Feb 2026 23:28:00 +0200

This podcast is based on our free newsletter (www.rexolom.co.za) and this week we cover some of the earnings, and the misses and their impact, looking in more detail at Microsoft. We always keep an eye on what the next leg of this AI race is going to be, and try - not always successfully - to see what DJT's topic of the week is.

Last week it was all about the Fed - week 5 2026 from Rexsolom Invest

Sun, 01 Feb 2026 23:57:00 +0200

US and RSA interest rates are on hold, but at the Fed Trump's floating kevin Warsh as his pick, only for his name to get entangled in the Epstein files. Friday was a volatile day on the markets - was it just the month-end clean-up?

This week it's all things Davos. Week 4 2026

Mon, 26 Jan 2026 10:12:28 +0200

This year Davos started to show the US/Everyone else cracks very strongly. Europe and Canada are pushing back against Trump - a move that is long overdue. From an investment perspective, the theme is Diversify - downscale US stocks and bonds and prepare for a rocky ride.

What a start to 2026 - Week 3 with Rexsolom Invest

Sun, 18 Jan 2026 23:53:00 +0200

This week Dawn and Cobie chat at length about the changing worldorder, and how this might affect global investments. China is quietly playing the long game and building the bridges that the US destroys. It's going to be an interesting 2026!

Looking back on 2025 and the seismic shifts that will impact 2026

Sun, 11 Jan 2026 23:38:00 +0200

Last year was a turning point in so many respects, and a confirmation of the trends that have been building for a decade. Dawn and Cobie look back on 2025, and see what investment lessons will take us through to a prosperous 2026.

This week we recap some of the 2025 highlights and look to 2026

Sun, 07 Dec 2025 23:21:00 +0200

Inflation has been the major driver of the central bank's decisions in 2025 - will it still drive policy next year? The NHI continues to hog headlines - can that cause damage even if it is a dead duck? Markets in 2025 would have been mediocre and dull without AI - what is the next step? This podcast is based on Rexsolom's free newsletter. Sign up on www.rexsolom.co.za

Global interest rates, fiscal drag and the silk road in this Week 48 2025

Sun, 30 Nov 2025 23:51:00 +0200

This week Jonathan Brummer joins Dawn to look at global economic news over the last week. Fiscal drag is the new stealth tax in the UK. Are interest rate cuts nearing the end? The Chinese Silk Road is steadily spreading its tentacles across the world.

There is a changing world order effecting world economies - Week 47 2025

Sun, 23 Nov 2025 23:02:00 +0200

This week Dawn and Cobie talk about AI stocks, valuations, gold and the changing world order as the US focuses inward.

US is open again, but the hangover persists in the data collection. This and more from Rexsolom for Week 46 2025

Sun, 16 Nov 2025 23:24:00 +0200

The RSA Medium Term Budget was out last week, along with optimistic new inflation guidelines. Emerging markets are on a roll, and RSA forex is the best it's been for a while. Beware of the share concentration in the US and Chinese markets, though, especially with market cap trackers.

Valuations are stratospheric causing concern and more this week from Dawn and Cobie

Sun, 09 Nov 2025 23:22:00 +0200

We start to look ahead to 2027 - especially when it comes to markets - how about a 'average' year for a change? The UK might just be willing to impose austerity medicine on the economy, unlike the USA. The shutdown - who is going to blink first?

Economic and market news from around the world in Week 44 2025

Sun, 02 Nov 2025 23:20:00 +0200

This week, Cobie and dawn chat about Nvidia, AI and Trump's Middle East excursion. In addition to the interest rate cut, the Fed signalled some dialling back of quantitative tightening to a more neutral position. There is much more detail in our newsletter, get on the database at www.rexsolom.co.za

This week it's all about using AI in asset management, and a bit on bonds

Sun, 26 Oct 2025 23:36:00 +0200

AI is democratising access to information, especially for small and medium-sized companies. Cobie gives us some insight into how we do that at Rexsolom Invest. We have a look at Beyond Meat and the lessons to be learned in single-product, highly niche companies. The Rexsolom Newsletter has an in-depth story on bonds, and Cobie and Dawn touch on this topic this week.

The changing times - monetary versus fiscal policy, US losing dominance. Week 42 2025 from Rexsolom Invest

Sun, 19 Oct 2025 23:19:00 +0200

Economies all over the world are having to face new realities, mounting debt and changing dynamics. This week Cobie and Dawn also look at the Health sector in RSA and the possibility of the loss of the Med Aid Tax credit, and funding of the NHI.

This week we talk Govt debt, Chips, Taiwan and RSA hospital fiasco

Sun, 12 Oct 2025 23:05:00 +0200

Government debt, especially in the US and France is front and centre of the issues at hand, what can be done to fix it? The USA doesn't care about Taiwan, they just want the chips from the TSMC - once they have it, then what? Why has it taken so long for the massive wastage at RSA hospitals to come under the spotlight?

In our Week 40 roundup we chat US lockdown, gold, AI hyperscalers and Taiwan

Sun, 05 Oct 2025 23:26:00 +0200

Dawn and Cobie have an in-depth discussion this week around the Gold bonanza that has been lifting the JSE. The Rand is at its strongest it has been for a while - can these greenshoots last? The US shutdown is an ideal opportunity for the US to bring down its debt burden, extra points if the pain can be blamed on the Democrats. Taiwan is stuck between a rock and a hard place - does it give up its major bargaining tool - high-end semiconductors - or continue with its brinksmanship with the US?

Lofty valuations and frothiness concerning investors in Week 39 2025

Sun, 28 Sep 2025 23:09:00 +0200

Dawn and Cobie drill down into some of the valuations, especially in the US, and ask - is this a good time to buy or are we topping out... We also look at Argentina, and closer to home, the local JHB Mayor elections, and some of the issues facing the new incumbent.

The Fed cut rates, but RSA did not.

Sun, 21 Sep 2025 23:52:00 +0200

This week, Jonathan Brummer and Dawn Ridler chat about the interest rate cuts and the independence of the Fed. We also have a deeper dive into the Chinese economy, which is cooling, and the prospect of increased dumping of manufactured goods. This podcast is backed by our weekly free newsletter. Sign up at www.rexsolom.co.za

Markets and Economic indicators telling different stories

Sun, 14 Sep 2025 23:03:00 +0200

This week, Dawn and Jonathan discuss the buoyant markets, including the surprise bump from Oracle. Is 3% the new normal for inflation in the West, and with the 25 bps drop in interest rates backed in, might we see 50bps?

Global debt levels continue to cause concern across the globe

Sun, 07 Sep 2025 23:49:00 +0200

How can the major nations solve their debt problems? They can't exactly go to the IMF for a bailout. The South African government, despite the GNU, continues to push potentially ruinous policies - could an opposition landslide in the municipals push out the ANC before the next elections? Are you an AI solver? If so, your job might be safe(r).

Embrace or ban - the decision academic institutions are having to make around AI week 35 2025

Sun, 31 Aug 2025 23:33:00 +0200

This week, we have a discussion around individuals and academic institutions, either fighting or embracing AI. The US has threatened to cut RSA off from SWIFT - what does this mean? Many more topics in our weekly newsletter available at https://rexsolom.co.za/posts/ and get onto our free database.

Market and economic roundup for week 34 2025, with a RSA flavour

Sun, 24 Aug 2025 23:26:00 +0200

This week, we have a look at Jackson Hole and the Fed independence, India and China are cozying up to each other - what does this mean for global trade? The world is wading into applying AI to everything they can find, and trying to get returns for those huge investments. Jonathan Brummer is standing in for Cobie in this episode.

Economic and market roundup for week 33 2025

Sun, 17 Aug 2025 23:58:00 +0200

Dawn Ridler and Cobie Le Grange bring you a round up and input on various happenings in the market in the last week. The US economy is pivoting from being monetary dominated to fiscal dominance, thanks to DJT, even if it means cooking the stats to do it. Markets are partying like it's 1999. Is it really sustainable?

Market and Economic Roundup for Week32, with a South African Flavour

Sun, 10 Aug 2025 23:21:00 +0200

This week, we focus on debt and bonds, and the implications of those chickens coming home to roost. Will Trump gain control of the Fed, and what are the consequences if he does? We also have a longer look at some of the tariffs and negotiating styles of different companies. Our newsletter (on which the podcast is based) is published on our website https://rexsolom.co.za/posts/ on Mondays

Economic and market update for week 31 from Rexsolom Invest

Sun, 03 Aug 2025 23:51:00 +0200

This week, we look at the tariff impact (yet again) and do a bit of a case study on Bananas and Aluminium markets in the US and the possible impact of tariffs. We also look at which jobs AI might impact, and which not. This is based on our popular weekly newsletter, you can get on the database at www.rexsolom.co.za

This week we look at Central Bank independence and whether tariffs are actually going to be inflationary

Sun, 27 Jul 2025 23:03:00 +0200

Powell is trading on thin ice with Trump, and the latest gotcha moment imploded on live TV. Still, there seems to be the question whether central bank independence should still be 'a thing'. Tariffs don't seem to be impacting inflation, yet, but is that still coming down the pipe? Are importers going to stop eating those tariffs and start passing them onto the consumer? This podcast is based on our weekly (free) newsletter, also available on www.rexsolom.co.za.

Rexsolom Invest Week 29 2025

Sun, 20 Jul 2025 23:55:00 +0200

This week, we talk about the breadth of the S&P. Coffee prices are on the rise because of drought conditions, and now Trump wants to impose a 30% tariff. WE look at recent developments in the field of AI, and ways ordinary people can start leveraging this new technology.

Rexsolom Invest week 28 2025

Sun, 13 Jul 2025 23:41:00 +0200

This week we look at the light-speed changes that are happening in AI, and how large companies like Meta and Apple are starting to find their niches. It wouldn't be another week in 2025 without more on Trump's tariffs. Is it still TACO Don, or are these going to stick?

Rexsolom Invest Week 27 2025

Sun, 06 Jul 2025 23:56:00 +0200

This week, Cobie and Dawn chat about the Trump Big Beautiful Bill, and the continued tariff fallout. They also discuss the weakening dollar and its effect on commodity prices and equities. Dawn also interviews the newest member of the team at Rexsolom, Jonathan Brummer, who will have a dual role in asset management and advisory.

Rexsolom Invest Global econo-political podcast

Sun, 29 Jun 2025 23:20:00 +0200

This week, we revisit the state of the RSA GNU - is it crumbling, and do we need a 'regime change'? In the newsletter (www.rexsolom.co.za/posts) this week Cobie has taken an indepth look at diversification and what it really means, and we also go into that in this podcast.

Rexsolom Invest Blog - Difficult conversations

Sat, 28 Jun 2025 07:00:00 +0200

In this podcast we discuss the topic of our recent post ( you can find it on our website www.rexsolom.co.za/posts entitled Difficult Financial Conversations. There are a few times in your life that these conversations, tackled head-on, can make a huge difference to your long-term wealth. Dawn Ridler and Liam Wright explore some of these in depth.

Rexsolom Invest, Week 25 2025 Podcast

Sun, 22 Jun 2025 23:07:00 +0200

This week we look at the impact of the Israel/Iran war and what the potential fallout could be, especially w.r.t oil. The dollar continues to weaken - is this part of the sunset of the US empire, and who will fill the void? The US has kept interest rates on hold, and the rest of the world is doing its own thing.

Rexsolom Invest Week 24 2025

Sun, 15 Jun 2025 23:57:00 +0200

This week, we chat about the economic fallout from renewed tensions in the Middle East. Trump accounts are the latest gimmick floated by Trump2.0 - what might that look like. We also discuss the future of location and work - will we start to see an aggregation of like-minded, and similarly skilled individuals in tax-friendly locations start to pop up, like Silicon Valley in the last century?

Rexsolom Invest Week 23 2025

Sun, 08 Jun 2025 23:03:00 +0200

This week, Cobie and Dawn focus in on the RSA economy, and what is needed to drive it forward - to lift the dismal 1% GDP and 35% unemployment numbers

Rexsolom Invest podcast for week 22 2025

Sun, 01 Jun 2025 23:06:00 +0200

This week Cobie and Dawn talk about the RSA drop in interest rates, the economy and sticky inflation in the UK and then chat about the new developments in AI

Rexsolom Invest - Economic roundup for Week 21

Sun, 25 May 2025 23:32:00 +0200

This week we look at the US/RSA meeting in the oval office, with a sigh of relief that there wasn't another Zelensky moment. The RSA Budget was finally pushed through, and has the growth focus we were all hoping for. If you want more in-depth analysis head over to our website, www.rexsolom.co.za and get on our newsletter database.

Rexsolom Invest Week 20 Economic update

Sun, 18 May 2025 23:45:00 +0200

This week Cobie and Dawn look at big pharma in the wake of (yet another) Trump 'initiative'. Bonds are still the major concern for the US economy, and Powell and Bessent must be tearing their hair out. The China Tariff pause didn't have the expected effect on the markets. South African markets are taking advantage of Emerging Market popularity, and the Rand is strengthening again.

Rexsolom Podcast, Week 19 2025

Sun, 11 May 2025 23:39:00 +0200

This week, we look at the evolving tariff situation and Scott Bessent's new role. Cobie also does a deep dive into Google and its way forward in the world of AI. Subscription to our Newsletter is free, and you can get on the mailing list at www.rexsolom.com

Wealth Ecology - In this episode we discuss the thorny issue of how to leave your kids a legacy

Mon, 05 May 2025 15:08:14 +0200

Should leaving a legacy come at the cost of a comfortable retirement? How and when do you have a chat with your kids about financial independence? legacies take years to build - how to get them right from the start.

Week 18 2025 Rexsolom Invest Podcast

Sun, 04 May 2025 23:43:00 +0200

This week Dawn and Cobie discuss the continuing tariff saga, Japan's emboldened moves, China's stalemate and the possibility of a recession, following the first quarter of negative GDP growth in the US.

Tariffs, trade and budget deficits all in the Podcast this week.

Sun, 27 Apr 2025 23:54:00 +0200

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.

Cobie and Dawn chat about Tariffs, the FED and the continued fallout in markets. Week 16 2025.

Sun, 20 Apr 2025 23:19:00 +0200

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.

What a week! Rexsolom Invest week 15 2025 podcast

Sun, 13 Apr 2025 23:03:00 +0200

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.

Rexsolom Podcast with Dawn Ridler and Cobie LeGrange week14 2025

Sun, 06 Apr 2025 23:58:00 +0200

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.za

Rexsolom Invest Week 13 2025 Podcast

Sun, 30 Mar 2025 23:05:00 +0200

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.

Rexsolom Invest podcast week 12 2025

Sun, 23 Mar 2025 23:39:00 +0200

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.

Wealth ecology podcast - Living and Life annuities

Wed, 19 Mar 2025 23:58:00 +0200

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.

Rexsolom Invest week 11 2025 Podcast

Sun, 16 Mar 2025 23:16:00 +0200

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?

Rexsolom Invest Week 10 2025 podcast

Sun, 09 Mar 2025 23:19:00 +0200

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.

Rexsolom Invest Week 9 2025

Sun, 02 Mar 2025 23:47:00 +0200

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

Rexsolom Invest Podcast Week 8 2025

Sun, 23 Feb 2025 23:24:00 +0200

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?

Rexsolom Invest Podcast week 7 2025

Sun, 16 Feb 2025 23:51:00 +0200

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.

Rexsolom Podcast Week 6 2025

Sun, 09 Feb 2025 23:20:00 +0200

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/

Week 5 2025 from Rexsolom Invest

Sun, 02 Feb 2025 23:13:00 +0200

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.

Week 4 2025 Podcast from Rexsolom Invest

Sun, 26 Jan 2025 23:45:00 +0200

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.

Week 3 2025 - Welcome back!

Sun, 19 Jan 2025 23:42:00 +0200

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.

Rexsolom Invest Week 50 2024

Sun, 08 Dec 2024 23:44:00 +0200

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 database at Rexsolom.co.za.

Rexsolom Invest Week 49 2024

Sun, 01 Dec 2024 23:56:00 +0200

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.

Rexsolom Invest Week 48 2024

Sun, 24 Nov 2024 23:24:00 +0200

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.

Rexsolom Invest Week 47 2024

Sun, 17 Nov 2024 23:45:00 +0200

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 newsletter which you can sign up for on our website www.rexsolom.co.za

Rexsolom Invest week 46 2024

Sun, 10 Nov 2024 23:04:00 +0200

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 companies aren't waiting.

Pre-retirement - those critical years

Thu, 07 Nov 2024 07:00:00 +0200

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.

Rexsolom Invest Week 45 2024

Sun, 03 Nov 2024 23:10:00 +0200

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 it all to play out.

Rexsolom Invest Week 43 2024

Mon, 28 Oct 2024 23:18:00 +0200

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.

Rexsolom Invest Week 44 2024

Sun, 27 Oct 2024 23:08:00 +0200

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 expectations around that (with much more in the newsletter).

Rexsolom Invest week 42 2024

Sun, 13 Oct 2024 23:24:00 +0200

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.

Wealth Ecology Podcast - Self Insurance

Thu, 10 Oct 2024 23:03:00 +0200

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.

Rexsolom Invest Week 41 2024

Sun, 06 Oct 2024 23:07:00 +0200

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?

Rexsolom Invest week 40 2024

Sun, 29 Sep 2024 23:23:00 +0200

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.

Wealth ecology Podcast - The Balancing Act

Fri, 27 Sep 2024 15:52:49 +0200

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.

Rexsolom Invest Week 38 2024 podcast

Sun, 22 Sep 2024 23:46:00 +0200

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.

Rexsolom Invest - Week 37 2024

Sun, 15 Sep 2024 23:31:00 +0200

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 interest rate cut of more than 25 bps really needed at this stage?

Wealth Ecology - Financial Advice and Entrepreneurs

Thu, 12 Sep 2024 23:53:00 +0200

This podcast delves into the risks, rewards and challenges entrepreneurs face, especially as they retire.

Rexsolom Invest Week 36 2024

Sun, 08 Sep 2024 23:49:00 +0200

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 that come out on Monday mornings. You can subscribe at Rexsolom.co.za

Wealth Ecology from Rexsolom invest - The 2 pot system

Thu, 05 Sep 2024 23:20:00 +0200

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 and perhaps give you more insight into what it means for you.

Rexsolom Invest Week 35 2024

Sun, 01 Sep 2024 23:35:00 +0200

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.

Wealth Ecology - Keeping your legacy bright

Fri, 30 Aug 2024 08:50:04 +0200

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 those 'needs' are behind you.

Rexsolom Invest. Week 34 2024 podcast

Sun, 25 Aug 2024 23:59:00 +0200

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 into someone else's narrative.

Wealth Ecology Podcast from Rexsolom Invest - Dementia

Thu, 22 Aug 2024 23:51:00 +0200

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 our mailing list and a heads-up whenever a new podcast or blog drops.