HeyJaredREXSOLOM INVEST
Holistic overview of Macro and Planning trends of interest to South African and Global investors.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 6, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 5, 2026
Latest episodes
Continued US chaos and debt creation giving pause. Week 36 2026 Rexsolom Invest (opens the original)
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Another week, another escalation in the US 'war' in Iran, while back at the ranch debt is over $40tn and nobody is really worried? Are there lessons to be learned from Japan's decades-long debt stalemate?
Nvidia continues to surprise - The AI trade still has legs. Week 35 2026 (opens the original)
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The world is changing, and perhaps the biggest economic change since the Industrial Revolution - AI - is behind much of it. Is a new cold war - US/China looming in our future?
Bonds, especially US Treasuries are the big story this week. Rexsolom Invest Week 34 2026 (opens the original)
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Scott Bessent's (failed) attempt to bring down Treasuries is a red flag for US debt, in a week where US debt topped $40Tn in yet another failed campaign promise from DJT. This week Jonathan Brummer is standing in for Cobie, and we discuss his Substack content piece on retirement income.
With US midterms looming will market volatility increase? Week 33 from Rexsolom Invest (opens the original)
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The Shoprite group is a shining light in the retail space in RSA - Cobie chats about this in this week's episode (more in the Newsletter). We also look into some of the background to make sense of the US midterms and where to look for meaningful moves.
Markets ignoring the Iran war? Week 32 from Rexsolom Invest (opens the original)
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Some are calling it 'Strait Fatigue' - and every new outbreak of hostilities is met with a ho-hum and a bit of oil movement. Every company out there is going to have to have a strategy for taking advantage of AI, and for many that means first getting into the cloud.
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