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. 

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 database at Rexsolom.co.za. 

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

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. 

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. 

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.