Our 500th episode. Huge thanks to everybody for listening over the years. Also results from; Naspers, Prosus, leisure, Grindrod strong update and JSE update surprises.
Crypto in trouble with high rates, QT and inflation
With rates and inflation both rising and central banks now turning to QT. Does this spell trouble ahead for the crypto market?
It’s all about the bears, and inflation
US inflation is rampant, rates are well behind the curve so what does the Fed do? And crypto, failing a real test or liquidity.
Are Robinhood’s troubles Purple concerns?
The Robinhood listing has been a disaster. Listing at $38 it hit $85 and is now below $10. Is this a concern for Purple shareholders?
Commodity demand destruction
Everything has a price too high at which people stop buying. Commodities are the same and this week Simon looks at the process.
Consistent little wins create wealth
Ten baggers are great, but risky to spot. Just being a little better than the index creates real wealth at much lower risk.
Balwin vs. Calgro & Shoprite vs. Pick n Pay
Comparing results from Balwin and Calgro M3 (both in home building) and Shoprite vs. Pik n Pay (both food retail).
When does the tech selloff end?
Simon Shares US April CPI 8.3%; Core CPI 6.2% (month-on-month core was +0.6%) FOMC Sibanye-Stillwater* (JSE code: SSW) update the market hated. Kaap Agri (JSE code: KAL) results Wandile Sihlobo on agri in SA. New Satrix global healthcare ETF. Thungela Resources (JSE code: TGA) could pay an R100 dividend this year, putting them on a ...
Stagflation?
Latest Q1 GDP for the US was negative and they already have high inflation at levels last seen in the 1980s. Is stagflation coming?
The world’s oldest exchanges
This episode details the world’s ten oldest exchanges. When they started, what drove the growth and how they manage to survive.