[Full Show] LVMH & Debswana, US-SA Sanctions and Expensive Clean-Ups
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Market Matters
This week, we look at every data point in the entire world, the biggest week for US earnings reporting and some interesting market matters affecting local and international companies like Steinhoff, DeBeers and even LVMH.
Deep Dive
We dive into the US-South Africa Bilateral Relations Review Act of 2025. We explore and unpack the potential implications of sanctions on individuals, as well as on the country as a whole. We discuss some potential mitigating factors and try make sense of it all.
Investor Insights
We look at the latest latest example of government inefficiency in spending and ponder on ways to address this ever-growing crisis. We also review our wall and wrap things up with our Unfiltered Opinion of the Week.
This week, we look at every data point in the entire world, the biggest week for US earnings reporting and some interesting market matters affecting local and international companies like Steinhoff, DeBeers and even LVMH.
Deep Dive
We dive into the US-South Africa Bilateral Relations Review Act of 2025. We explore and unpack the potential implications of sanctions on individuals, as well as on the country as a whole. We discuss some potential mitigating factors and try make sense of it all.
Investor Insights
We look at the latest latest example of government inefficiency in spending and ponder on ways to address this ever-growing crisis. We also review our wall and wrap things up with our Unfiltered Opinion of the Week.
Chapters
- 00:01 Disclaimer
- 04:14 Market Matters: LVMH & Debswana
- 26:13 Deep Dive: US-SA Sanctions
- 45:17 Investor Insights: Expensive Clean-Ups
- 57:04 Unfiltered Opinion of the Week
- 01:01:31 Disclaimer
