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 discuss the outlook for loadshedding for the next two years. With new capacity coming online, when can we expect loadshedding to end?

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

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.