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Content provided by Dawn Ridler and Cobie Legrange, Dawn Ridler, and Cobie Legrange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dawn Ridler and Cobie Legrange, Dawn Ridler, and Cobie Legrange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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In our Week 40 roundup we chat US lockdown, gold, AI hyperscalers and Taiwan

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Manage episode 511185293 series 3522645
Content provided by Dawn Ridler and Cobie Legrange, Dawn Ridler, and Cobie Legrange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dawn Ridler and Cobie Legrange, Dawn Ridler, and Cobie Legrange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dawn and Cobie have an in-depth discussion this week around the Gold bonanza that has been lifting the JSE. The Rand is at its strongest it has been for a while - can these greenshoots last? The US shutdown is an ideal opportunity for the US to bring down its debt burden, extra points if the pain can be blamed on the Democrats. Taiwan is stuck between a rock and a hard place - does it give up its major bargaining tool - high-end semiconductors - or continue with its brinksmanship with the US?

  continue reading

107 episodes

Artwork
iconShare
 
Manage episode 511185293 series 3522645
Content provided by Dawn Ridler and Cobie Legrange, Dawn Ridler, and Cobie Legrange. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dawn Ridler and Cobie Legrange, Dawn Ridler, and Cobie Legrange or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Dawn and Cobie have an in-depth discussion this week around the Gold bonanza that has been lifting the JSE. The Rand is at its strongest it has been for a while - can these greenshoots last? The US shutdown is an ideal opportunity for the US to bring down its debt burden, extra points if the pain can be blamed on the Democrats. Taiwan is stuck between a rock and a hard place - does it give up its major bargaining tool - high-end semiconductors - or continue with its brinksmanship with the US?

  continue reading

107 episodes

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