[Full Show] Corporate Shocks, Tax Bracket Creep and $3K Gold

--:--
Market Matters
This week, we look at the shocking corporate announcements we woke up to in the local banking space before attempting to make sense of the escalating diplomatic relations between South Africa and the US. We also prepare for the interest rates decisions of both countries.

Deep Dive
We dive into the concept of tax bracket creep or tax drag. We unpack the cause of this phenomenon and, more importantly, the impact it has on the earnings and livelihoods of taxpayers. We also assess the reality of how avoidable this is in real terms.

Investor Insights
We reflect on a gold price that reached historic levels, as well as some of the markets and companies that have been red flags in our opinion. We also update our wall of preferred picks and wrap things up with our Unfiltered Opinion of the Week.
18 Mar English South Africa Investing · Business News

Other recent episodes

[Full Show] Mid-year Review, Stokvels and Eskom's Crypto Play

Market Matters This week, we look back on the first half of the year and make sense of some of the major events that have driven markets until now. We also look ahead to some key dates coming up for the rest of the year and how they could influence…
2 Jul 50 min

[Full Show] Warheads, Pet Insurance and Deepfakes

Market Matters This week, we unpack the global wars taking place and their impact on markets and market sentiment. We try and understand the dynamics affecting trading decisions. Deep Dive We dive into the interesting world of pet insurance. We unpack everything from the considerations to the implications and try…
27 Jun 53 min

[Full Show] Musk-Trump Break-Up, EVs in SA and Food Stocks

Market Matters This week, we unpack the Greatest Break-up of All, we look at the biggest Diamond deal, and we try make sense of Goodyear's decision to close their South African facility. Deep Dive We dive into the growing market of electrified vehicles in South Africa. We explore the different…
17 Jun 52 min

[Full Show] Inflation Targeting, Funeral Policies and PIC's R4bn Loss

Market Matters This week, we look back on the interest rate decision made by the South African Reserve Bank and share our thoughts on what could be the most fundamental shift in monetary policy that we have seen in South Africa in over 25 years. We also take stock of…
4 Jun 56 min

[Full Show] Final Budget Speech, Car Financing and Stock Shorting

Market Matters This week, we reflect on the Budget Speech that finally made it. We look ahead to the interest rate decision in SA expected this week, and wrap up the conversation with a look at US PCE data set to be released this week. Deep Dive We dive into…
29 May 1 hr 05 min