[Full Show] Trump Tantrum, Funding F1 in SA and Apartheid Leases
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Market Matters
This week, we look at US reciprocal tariffs becoming official. We share thoughts on the latest Trump tantrum and wrap things up with a look at the awkwardness between SARB and National Treasury on inflation policy.
Deep Dive
We dive into the business case for hosting the F1 Grand Prix on African soil. We evaluate the event as an opportunity and tackle the funding problem of financing the licensing costs payable to the FIA and try identify where the public funds could come from.
Investor Insights
We look at old lease agreements that predate South Africa's democracy but still remain valid today. We also review our wall and wrap things up with our Unfiltered Opinion of the Week.
This week, we look at US reciprocal tariffs becoming official. We share thoughts on the latest Trump tantrum and wrap things up with a look at the awkwardness between SARB and National Treasury on inflation policy.
Deep Dive
We dive into the business case for hosting the F1 Grand Prix on African soil. We evaluate the event as an opportunity and tackle the funding problem of financing the licensing costs payable to the FIA and try identify where the public funds could come from.
Investor Insights
We look at old lease agreements that predate South Africa's democracy but still remain valid today. We also review our wall and wrap things up with our Unfiltered Opinion of the Week.
Chapters
- 00:01 Disclaimer
- 03:45 Market Matters: Trump Tantrums
- 22:18 Deep Dive: Funding F1 in SA
- 42:04 Investor Insights: Apartheid Leases
- 50:40 Unfiltered Opinion of the Week
- 52:43 Disclaimer
