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Rexsolom Invest Week 33 2024 Podcast

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Manage episode 434963505 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://player.fm/legal.

This week we have an in-depth look at oil, and the potential impact of an escalation of the Middle East unrest on the supply, price and politics. China is battling to lift itself meaningfully out of the post-Zero-Covid doldrums and the West is slowly decreasing its reliance on manufacturing out of China. We also go into a bit more detail on the investment philosophy we use at Rexsolom. You can get on our database at Rexsolom.co.za where you'll also find a library of our posts and newsletters.

  continue reading

101 episodes

Artwork
iconShare
 
Manage episode 434963505 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://player.fm/legal.

This week we have an in-depth look at oil, and the potential impact of an escalation of the Middle East unrest on the supply, price and politics. China is battling to lift itself meaningfully out of the post-Zero-Covid doldrums and the West is slowly decreasing its reliance on manufacturing out of China. We also go into a bit more detail on the investment philosophy we use at Rexsolom. You can get on our database at Rexsolom.co.za where you'll also find a library of our posts and newsletters.

  continue reading

101 episodes

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