[Full Show] Earnings Data, Critical Minerals and Supercar Investments

Loading player...
Market Matters
This week, we look ahead to local and US earnings, and we reflect on events of the Oval Office.

Deep Dive
We dive into the world of critical minerals and how they are shaping global trends at the moment. Everything from Nickel, Copper and Cobalt, through to rare earth minerals like Geranium that very few countries posses. We look at the potential shifts in global alliances as a result of these minerals.

Investor Insights
We dip into the interesting world of investing in luxury vehicles and supercars. We look at the investment case versus the enjoyment case. We also update our wall of preferred picks and wrap things up with our Unfiltered Opinion of the Week.
Chapters
  • 00:26 Opening
  • 04:53 Market Matters: Earnings upon Earnings
  • 14:13 Deep Dive: Critical Minerals
  • 28:38 Investor Insights: Supercar and Classic Car Investing
  • 36:34 Wall of Preferred Picks
  • 45:48 Unfiltered Opinion of the Week
5 Mar English South Africa Investing · Business News

Other recent episodes

[Full Show] Trump-Putin Tea Party, Maximizing TFSA and Reviewing BEE

Market Matters This week, we look back on the historic meeting between the Presidents of Russia and the US and deliberate the outcomes of the meeting. We also discuss what market sentiment may be pricing in at this stage. [We have moved this segment to a livestream, so you'll be…
20 Aug 49 min

[Full Show] Resource Stocks, Unlocking SAs Economy and Ghost Tenders

Market Matters This week, we look at US earnings continuing to come in. We touch on the performance of local resource stocks to date, and pair that with markets reaching all-time highs yet again last week. Africa's biggest bank, by assets, also reports numbers this week. Deep Dive We dive…
13 Aug 44 min

[Full Show] Trump Tantrum, Funding F1 in SA and Apartheid Leases

Market Matters This week, we look at US reciprocal tariffs becoming official. We share thoughts on the latest Trump tantrum and wrap things up with a look at the awkwardness between SARB and National Treasury on inflation policy. Deep Dive We dive into the business case for hosting the F1…
5 Aug 53 min