EPISODE · Jul 30, 2025 · 1H 2M
[Full Show] LVMH & Debswana, US-SA Sanctions and Expensive Clean-Ups
from Insider Exchange · host Jimmy Moyaha / Simon Brown
Market Matters This week, we look at every data point in the entire world, the biggest week for US earnings reporting and some interesting market matters affecting local and international companies like Steinhoff, DeBeers and even LVMH. Deep Dive We dive into the US-South Africa Bilateral Relations Review Act of 2025. We explore and unpack the potential implications of sanctions on individuals, as well as on the country as a whole. We discuss some potential mitigating factors and try make sense of it all. Investor Insights We look at the latest latest example of government inefficiency in spending and ponder on ways to address this ever-growing crisis. We also review our wall and wrap things up with our Unfiltered Opinion of the Week. YouTube · TikTok
What this episode covers
Market Matters This week, we look at every data point in the entire world, the biggest week for US earnings reporting and some interesting market matters affecting local and international companies like Steinhoff, DeBeers and even LVMH. Deep Dive We dive into the US-South Africa Bilateral Relations Review Act of 2025. We explore and unpack the potential implications of sanctions on individuals, as well as on the country as a whole. We discuss some potential mitigating factors and try make sense of it all. Investor Insights We look at the latest latest example of government inefficiency in spending and ponder on ways to address this ever-growing crisis. We also review our wall and wrap things up with our Unfiltered Opinion of the Week.
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[Full Show] LVMH & Debswana, US-SA Sanctions and Expensive Clean-Ups
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