The Spin: Recent Episodes
Ruturn Trading
A 15 min snapshot of the latest South African business and investment news presented by the Ruturn Trading team. This is NOT financial advice.
www.ruturntrading.co.za
We don't talk about Jack Ma's disappearance at all...
We do talk about Tesla's huge price earnings ratio, whether Bitcoin is in a bubble and why private equity investors want to play games with their money.
We look at what happened with the "Trump train" and then cast our eyes to the ANT IPO, or rather the IPO ANT wishes it had...
How does one create 800 000 jobs?
What is Stripe and why is it buying a Nigerian startup for S200 million?
How has China continued to grow?
What happens when the president of the USA gets Covid??? Listen and find out...
We also have a look at the pros and cons of the section 12J venture capital laws and whether they should be renewed next year, no fun acronyms though.
This week we look at the pricing of the PS%, the recent FAANG bloodbath and finally look at how crowdfunding may just buy you your own airline.
MJ, Conrad and a surprise guest take a look at the effects of a change in the REPO rate and then discuss the effects of regional politics on business.
The team looks at the latest news regarding SAA and then at the general economic and political happenings of the week.
What do Fortnite, Gold and Israel have in common? Nothing except that those are the topics of this weeks podcast with Epic games taking on Apple, gold looking increasingly like Icarus and Israel making friends.
The team looks at the Tik Tok battle between China and America after which we look at the South African governments idea to use state pensions for SOE support.
Keeno and MJ discuss SoftBank, WeWork as well as the outlook for the S.A. nation through the eyes of Moody's.
Keeno and Conrad look at the effect of the POPI act coming into effect. The team then takes a look at why the stock market is behaving erratically.
The team talks to Doug Franke, a managing partner at SustainAbility Solutions around the effect of Covid-19 on world aid programs.
The team has a look at the drivers of market performance and then has a chat around Aspens latest share price movements due to a certain piece of research. The final topic looks at the Cobalt market and how Tesla is making a splash in it.
MJ and Conrad look at the new PS5 and the endless memes that it's spawned. We discuss the Dow Jones reversion and have a look at the current inflows into South African bonds.
This week we look at the unexpected rise in US employment and its effect on the stock market. Conrad looks at Hertz filing for bankruptcy and how it may affect the car market while MJ looks at the competition commission accusing large banks of fixing exchange rates.
The team looks at the Space X launch and its implications. MJ walks us through Trump and his spat with twitter and Conrad has a debate with the team around the pros and cons of active vs passive investing.
This week we look at the SARB's decision to cut the Repo rate, again. Keeno takes us through the implications of Joe Rogan being signed by Spotify and Conrad looks at two very different business styles as seen through Elon Musk and Raymond Ackerman.
This weeks focus lies primarily on the South African mining sector, how it was affected by Covid-19 and a quick look at the future. A highly insightful discussion that is not to be missed.
The team has quite the discussion in this episode with the topics ranging from the implications of E-Commerce being opened to the semiconductor spat between USA and China to looking at the current trend of divestment.
The team discusses the effect of Covid-19 on the insurance industry with Thabo Dloti. Ranging from the state of South Africa's financial markets to how retirees pensions will have been affected, this is not a chat to miss.
This week the team has a look at at big potential private equity movement in South Africa. MJ takes us through the latest news regarding President Ramaphosa while Keeno looks at the latest IPO and how it might affect Naspers.
The team looks at the latest news regarding Comair and e-commerce whilst MJ tells the tragic tale of Edcon and SAInc.
Todays podcast takes us through the effect that Covid-19 has has on the patient facing section of healthcare. Guest speaker Dr Blair discusses the potential ramifications of the pandemic and touches on the future of healthcare.
The team takes you through the latest announcements by President Ramaphosa. We then have a look at how zoom technologies, a cellphone parts manufacturer accidentally got caught up in the rising fortunes of Zoom, an online video chat service. Crude is examined and discovered to be light and sweet while Keeno takes us through what a negative oil price actually means. Finally we have a look at China's newest online gaming regulations and how they don't actually change anything, for TenCent and Prosus's revenue at least.
Conrad takes you through the latest developments in the Corona pandemic, We have a look at what the Moody's downgrade means for you and then we have a look at the current oil war and how that links to the decrease in petrol prices. FInally, we have a sneak peak into Russia's $120 billion room of gold and see why they've decided that they don't want anymore...
In this episode the team takes a look at what it means to be in a recession. The latest Coronavirus news is looked at and the effects hypothesized. Keeno talks about the new wave of Teleconferencing and how Zoom is taking advantage. In the last part of the podcast we have a look at why dogs noses are colder than the rest of their bodies.
This week we have a look at China's efforts to combat locust swarms that threaten food security by unleashing an army of ducks. After that we distill the drivers behind the market crash in the final week of February. Keeno takes us through Tencents gaming play.
Today we take a look at the movement in gold prices, AngloGold Ahsanti's exit from South Africa and have a quick look at what's been happening with the platinum group metals. We finish off with a look ahead to the budget speech and what the predictions have been.
Looking at this weeks State of the Nation address as well as AngloGold Ashanti's exit of South Africa and the gold price movements.
Hosted by three finance fanatics; Conrad, Keeno and MJ take you through the top South African business and investment news of the previous week in 15 punchy minutes. This is NOT financial advice. www.ruturntrading.co.za Description by Ruturn Trading.