Coffee catch ups with Nic and Chantal
Coffee chats with Nic and Chantal Ep 01
In the first Coffee Chats Podcast of 2025 Nic and Chantal cover Deepseek as well as what opportunities the open AI Chinese equivalent could create in the market. We take a deep look at the US market in general as well as what sectors are poised to benefit from AI as well as the latest earnings unpack. Lastly a look at South Africa and the recent rate cut as well as Chantal's stock ideas and picks.
11 February 2025
Managed Share Portfolio's
Insights into the performance of managed share portfolios & unit trusts
18 October 2024
Coffee catch ups with Nic and Chantal
Insights into the performance of managed share portfolios & unit trusts
Join our experts as they unpack the performance of the equity market over the past quarter.
11 July 2024
Coffee catch ups with Nic and Chantal
Insights into the performance of managed share portfolios & unit trusts
11 July 2024
Coffee catch ups with Nic and Chantal
Coffee chats with Nic and Chantal Ep 01
In this episode of coffee chats, we chat to the recent Global market rally and where to from here. We cover some of the big US players in particular Netflix and Tesla who both came out with results this week but were perceived very differently by the market. On the JSE front we look at the opportunities as well as unpack Boeing and whether Airbus might benefit.
29 January 2024
Coffee catch ups with Nic and Chantal
All things markets
Join Chantal Marx and Nic Riemer as they cover all things market related. In this episode, OPEC is discussed and the impact the reduction in oil barrels will have on shares like Sasol. The NASDAQ and the best quarter for tech stocks since 2020. Trade ideas and positions from the previous recording are unpacked, the recent gold rally as well as the opportunities within the Alibaba restructuring.
17 March 2023
Disclaimer
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