This week we look at inflation and it's impact on consumers. We have an in-depth discussion on portfolio construction and the 40/60 rule. We close off the Podcast by looking at the earnings season in the US and future buying opportunities

This week we look at the potential for a recession and what it might look like, loadshedding and how it impacts lifestyle. 

This week we look at Euro/Dollar and BRICs. We discuss the Finance minister's turn around on Eskom disclosures, and the fraying of the RSA economy. Non-farm payrolls and the US interest rates. 

This week we look at what is making the US markets move higher. We look at the BRICs, the petrodollar and if this is something we must be concerned about. We also revisit Enron, and the lesson to be learned from that debacle. 

This week we look at rising interest rates, debt review, the TikTok congressional review and another look at the evolving banking crisis. 

This week we look at Credit Suisse and other Swiss banks. We look ahead to the FED possibly hiking rates this week. Locally we have a brief look at Transaction Capital. 

This week we look at the FED report-back to congress and unpack the developing Silicon Valley Bank story in the US.

This week we look at the China, Russia, RSA relationship and how this might alter our world standing. China is emerging from zero covid, but globalism has reversed and this might impact their ambitions. We also look at inflation, and specifically how inflation matching portfolios might not be the answer for retirees needing income that sustains them for the whole of their life.   

This week we review the budget, especially around Eskom and the departure of de Rutyer. The Rand devalued sharply, and we look at the causes of that. Offshore is still in a plateau, but bond yields continue to invert - the Recession watch continues. 

This week we discuss US CPI and the potential for a FED pivot. We look at the deprecating Rand and what might be causing it. The RSA Budget is next week and we touch on some things that might be covered.