Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
コンテンツは JustOneLap.com によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、JustOneLap.com またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Player FM -ポッドキャストアプリ
Player FMアプリでオフラインにしPlayer FMう!
Player FMアプリでオフラインにしPlayer FMう!
Inflation, it ain't over. So what about rates? (#574)
Manage episode 400962805 series 2946253
コンテンツは JustOneLap.com によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、JustOneLap.com またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Pick n Pay* Chart Analysis
…
continue reading
- Resistance zone around 26, potential to touch 26.70
- Higher highs, higher lows, horizontal resistance
- Target: 30 bucks to fill the gap
- Comments on Pick n Pay's potential under Sean Summers
- No need for a rights issue, potential market spook if it happens
- Simon's position: Started building, considering more
- Current status: Down 1.7%, trading at 25.30
Pick n Pay close 13Feb24 (daily)
Transaction Capital and WeBuyCars- Transaction Capital planning to list WeBuyCars
- Unbundling process expected in March
- Valuation: 7.5 billion rand
- Key information: Founders' put option on Transaction Capital is off the table
- WeBuyCar's strong performance in January with a record 14,000 cars sold
- Market Cap of Transaction Capital: R6.5 billion
- Opportunities and challenges in SA Taxi business
- Overall assessment: Looking not too bad
- Current stock level: 850c
- Expectation of pro rata shares for Transaction Capital holders
- Timing details expected in the circular
- Gold weaker despite US and UK inflation data
- Current gold price and chart analysis
- Simon's position in Anglogold Ashanti*
- Observations on unexpected weakness in gold price after inflation data
- MultiChoice facing a 105 rand Canal+ offer
- Market sentiment: Canal+ likely to come back with a better offer
- Current stock price: 104.63
- Speculation on possible offer prices: 120, 135, or even 160
- Market confidence in Canal+ making a mandatory offer
Global Market Trends and Dollar Strength
- Dollar strength in global markets
- DXY trading at 104.87
- Money flowing into the US due to fear and concerns
- Impact on Rand: Trading at 19.07
- Market skepticism about inflation concerns
DXY (US$ index) 14Feb24 (daily chart)
Inflation Analysis- Recent US and UK inflation data
- Market reaction to inflation numbers
- Central bank concerns about reaching inflation targets
- Jerome Powell's cautious approach and potential rate cuts
- Local inflation expectations and potential rate cuts in South Africa
- The challenge of getting back to the inflation target
512 つのエピソード
Manage episode 400962805 series 2946253
コンテンツは JustOneLap.com によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、JustOneLap.com またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Pick n Pay* Chart Analysis
…
continue reading
- Resistance zone around 26, potential to touch 26.70
- Higher highs, higher lows, horizontal resistance
- Target: 30 bucks to fill the gap
- Comments on Pick n Pay's potential under Sean Summers
- No need for a rights issue, potential market spook if it happens
- Simon's position: Started building, considering more
- Current status: Down 1.7%, trading at 25.30
Pick n Pay close 13Feb24 (daily)
Transaction Capital and WeBuyCars- Transaction Capital planning to list WeBuyCars
- Unbundling process expected in March
- Valuation: 7.5 billion rand
- Key information: Founders' put option on Transaction Capital is off the table
- WeBuyCar's strong performance in January with a record 14,000 cars sold
- Market Cap of Transaction Capital: R6.5 billion
- Opportunities and challenges in SA Taxi business
- Overall assessment: Looking not too bad
- Current stock level: 850c
- Expectation of pro rata shares for Transaction Capital holders
- Timing details expected in the circular
- Gold weaker despite US and UK inflation data
- Current gold price and chart analysis
- Simon's position in Anglogold Ashanti*
- Observations on unexpected weakness in gold price after inflation data
- MultiChoice facing a 105 rand Canal+ offer
- Market sentiment: Canal+ likely to come back with a better offer
- Current stock price: 104.63
- Speculation on possible offer prices: 120, 135, or even 160
- Market confidence in Canal+ making a mandatory offer
Global Market Trends and Dollar Strength
- Dollar strength in global markets
- DXY trading at 104.87
- Money flowing into the US due to fear and concerns
- Impact on Rand: Trading at 19.07
- Market skepticism about inflation concerns
DXY (US$ index) 14Feb24 (daily chart)
Inflation Analysis- Recent US and UK inflation data
- Market reaction to inflation numbers
- Central bank concerns about reaching inflation targets
- Jerome Powell's cautious approach and potential rate cuts
- Local inflation expectations and potential rate cuts in South Africa
- The challenge of getting back to the inflation target
512 つのエピソード
すべてのエピソード
×プレーヤーFMへようこそ!
Player FMは今からすぐに楽しめるために高品質のポッドキャストをウェブでスキャンしています。 これは最高のポッドキャストアプリで、Android、iPhone、そしてWebで動作します。 全ての端末で購読を同期するためにサインアップしてください。