Corospondent Podcast

We discuss the proverbial “picks and shovels” companies in the AI ecosystem, like infrastructure and hardware providers, as well as key players and technological advancements driving AI forward.

We explore the reasons for the sustained streak without loadshedding and discuss what we can expect heading into winter.

The series concludes with a case study on Brazil, a discussion on what sets South Africa apart from the countries discussed in this series and broad guidelines for investors on asset allocation in so-called “worst-case scenarios”.

In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability.

Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively.