South African Meat and Large-Cap Tech

Published on
September 13th, 2018
Topic
Emerging markets, FX, Commodities
Duration
24 minutes
Asset class
Equities

South African Meat and Large-Cap Tech

The Knock-On Effect ·
Featuring Alex Rosenberg, Justine Underhill, Roger Hirst

Published on: September 13th, 2018 • Duration: 24 minutes • Asset Class: Equities • Topic: Emerging markets, FX, Commodities

What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies. Filmed on September 10, 2018.

Comments

  • CL
    Chris L.
    27 October 2018 @ 23:36
    We need to stop these. The links are so weak it's not even worth listening too.
  • RK
    Robert K.
    14 September 2018 @ 08:41
    Very civilized discussion. Unlike the situation on the ground where the 10% of the population openly sings about killing the Boer (white farmers/settlers): https://www.youtube.com/watch?v=6vjb0w67PZ8 . And a taste of the current "parliamentary" culture: https://www.youtube.com/watch?v=Qfbo5GXiMpo This is not the South Africa on a reform path. Several factors to think about: - decades long brain drain (count the South African emigres in your network) - very high unemployment with very low education level in the population - failing basic infrastructure (think water) - extreme populism, tribal culture South Africa has more apartheid now than ever.
  • CY
    CHIHLUN Y.
    14 September 2018 @ 06:42
    Having lived for a while in South Africa, it was fun to see the Knock-on Effect crew talk about a food dear to every South African's heart. Although the context is about ZAR getting itself a *lekker thrashing, it's nevertheless fun. Also thanks for the explanation about mechanisms of the flow of dollars relative to how the global's assets and currencies perform. I know the concept from watching RV speakers as well as personal readings - but nice to hear the explanation and realise I actually know the meaning without any read to rewind. (Three months ago, I didn't know any of this stuff)
    • CY
      CHIHLUN Y.
      14 September 2018 @ 06:42
      *any need to rewind.
  • YB
    Yuriy B.
    14 September 2018 @ 00:22
    Segment is great. Alex's posture is not. Sit up straight man!
    • AR
      Alex R. | Real Vision
      16 September 2018 @ 14:09
      I'm trying!!!!
  • SS
    Steve S.
    13 September 2018 @ 15:51
    Much much better with Roger leading the conversation in person.
    • RK
      Roger K.
      16 September 2018 @ 18:41
      Agreed.

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