[Full Show] New WEF Chairs, Understanding Jackson Hole and Failing SA Banks
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Market Matters
This week, kick off the show with a few updates on matters we have previously covered, we reflect on the changes at the World Economic Forum, and we look back on the closure of a 120-year old South African company. We also look ahead to important local and international company data coming out this week.
[We have moved this segment to a livestream, so you'll be able to watch it under the Live section of our channel. It will be dated to match this video.]
Deep Dive
We unpack the Jackson Hole Symposium — the most-anticipated annual gathering of the US Federal Reserve. We make sense of the dynamics at play this year, as the question of "When will the US cut rates?" continues to weigh on investors. And we try wrap our heads around the bombshell announcement by Chair Jerome Powell on the policy shift..
Investor Insights
We share our thoughts on "Why smaller banks in South Africa continue to fail". We look into the commonalities of failed banks and share our views on what needs to be done to keep these financial institutions from making the same mistakes. We also update a few stocks on our wall in light of recent information, and we wrap things up with our Unfiltered Opinion of the Week.
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This week, kick off the show with a few updates on matters we have previously covered, we reflect on the changes at the World Economic Forum, and we look back on the closure of a 120-year old South African company. We also look ahead to important local and international company data coming out this week.
[We have moved this segment to a livestream, so you'll be able to watch it under the Live section of our channel. It will be dated to match this video.]
Deep Dive
We unpack the Jackson Hole Symposium — the most-anticipated annual gathering of the US Federal Reserve. We make sense of the dynamics at play this year, as the question of "When will the US cut rates?" continues to weigh on investors. And we try wrap our heads around the bombshell announcement by Chair Jerome Powell on the policy shift..
Investor Insights
We share our thoughts on "Why smaller banks in South Africa continue to fail". We look into the commonalities of failed banks and share our views on what needs to be done to keep these financial institutions from making the same mistakes. We also update a few stocks on our wall in light of recent information, and we wrap things up with our Unfiltered Opinion of the Week.
Chapters
1. Disclaimer (00:00:01)
2. Market Matters: New WEF Chairs (00:05:15)
3. Deep Dive: Jackson Hole Symposium (00:18:43)
4. Investor Insights: Failing SA Banks (00:33:22)
5. Unfiltered Opinion of the Week (00:46:10)
6. Disclaimer (00:47:49)
72 episodes