Under The Macroscope

Matthew Pearce chats to former international cricketer Jacques Kallis about his investment strategy and the power of compound interest as well as to Dave Rundle of RMS who gives the investment viewpoint from the other side of the table.

Matthew Pearce chats to Group Chief Investment Officer Theodore Shou in the Shanghai office about the sudden easing of Chinese Covid-19 restrictions, and what that might mean for the global markets.

Matthew Pearce sits down face to face with twin brothers and Skybound Capital research analysts Karl and Zander Engelhard to discuss the effects of global events on the commodities market. They help answer the question, should you be including commodities in YOUR portfolio?

Matthew Pearce chats to Ross Muller, one of Skybound Capitals' research analysts, and their resident Crypto and Blockchain-related expert.

Ross chats more about the future of the internet and the demolition of the so-called walled castles.

Matthew Pearce chats to George Glynos from ETM Analytics around inflation and cash liquidity as well as how global macro events are impacting South Africa both positively and negatively.

Matthew Pearce chats to Franc Zvorar, the CEO of Leisurecom Group about how the sector took some heavy knocks, and what is happening now that the restrictions are being somewhat lifted.

Matthew Pearce chats to the Newman Leech, CEO of RE: Capital about the effect that Covid-19 has had on the property market and how it's rebounded.

Matthew Pearce chats to Jabir Sardharwalla about the effects of Russia's war on the markets, specifically regarding inflation. We find out interesting, yet unfortunately somewhat worrying facts about Russias grip on oil, gas and wheat and what that could mean for Europe and the rest of the world.

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Matthew Pearce chats to Theodore Shou, Skybound's Chief Investment Officer, about some stories, rumours and myths coming out of China across a variety of topics and then one by one determines whether they are TRUE or BUSTED.

Matthew Pearce chats to Josie Davis, Skybound Capitals ESG and Impact Analyst about the rise in carbon prices and how that is affecting corporations abilities to hit their net-zero targets, and the benefits in incentivizing other businesses to focus on greener practices.