Under The Macroscope

Matthew Pearce chats to Chief Investment Officer Theodore Shou about the impact that Artificial Intelligence has already had on the workplace and investment sectors, and then explores whether or not it has reached it's peak, or if it is only just getting started!

Matthew Pearce chats to structured lending expert Jaimie Mckenzie, who has many years worth of experience in the private banking sector before moving across to Skybound Capital. They chat about how the recent steep rises in the interest may well be great news for savers, but what does it mean for private debt?

Matthew Pearce chats to William Boshoff, Skybound Capitals Chief Information Security Officer, about the rise of ChatGPT, it's various use cases, and some things to look out for when using this service.

Matthew Pearce chats to World Cup winning ex-Springbok, and current director of Skybound Connect, Francois Louw about how he prepared himself financially for life after sport, and how he now does the same for his clients. Whether you are an athlete or not, the principles stay the same!

We talk to Skybound Capital's Chief Investment Officer Theodore Qi Shou, CFA, CAIA about the opening up of China, the impact on its citizens, and how it will affect the rest of the global economy.

Matthew Pearce talks to group Chief Strategist Jabir Sardharwalla about the impact of the Fed's 75 basis point interest rate hike. They dive into the political turmoil in the UK as well as the US midterm elections.

Matthew Pearce interviews one of Knife Capitals founders Keet Van Zyl, and discusses with him the ins and outs of South African venture capital.

Matthew Pearce chats to Lee Dalley and Peter Martin from Teybridge Capital about Private Capital and the Trade Finance Opportunity.

Matthew Pearce chats to Chief Strategist Jabir Sardharwalla and Research Analyst Ross Muller about the effects of on the macro level as a result of massive changes to the interest rates. Towards the end, they also touch on the big news coming out of 10 Downing Street and what it may mean for the future.

Matthew Pearce chats to former international cricketer Jacques Kallis about his investment strategy and the power of compound interest as well as to Dave Rundle of RMS who gives the investment viewpoint from the other side of the table.

Matthew Pearce chats to Group Chief Investment Officer Theodore Shou in the Shanghai office about the sudden easing of Chinese Covid-19 restrictions, and what that might mean for the global markets.

Matthew Pearce sits down face to face with twin brothers and Skybound Capital research analysts Karl and Zander Engelhard to discuss the effects of global events on the commodities market. They help answer the question, should you be including commodities in YOUR portfolio?

Matthew Pearce chats to Ross Muller, one of Skybound Capitals' research analysts, and their resident Crypto and Blockchain-related expert. Ross chats more about the future of the internet and the demolition of the so-called walled castles.

Matthew Pearce chats to George Glynos from ETM Analytics around inflation and cash liquidity as well as how global macro events are impacting South Africa both positively and negatively.

Matthew Pearce chats to Franc Zvorar, the CEO of Leisurecom Group about how the sector took some heavy knocks, and what is happening now that the restrictions are being somewhat lifted.

Matthew Pearce chats to the Newman Leech, CEO of RE: Capital about the effect that Covid-19 has had on the property market and how it's rebounded.

Matthew Pearce chats to Jabir Sardharwalla about the effects of Russia's war on the markets, specifically regarding inflation. We find out interesting, yet unfortunately somewhat worrying facts about Russias grip on oil, gas and wheat and what that could mean for Europe and the rest of the world. To sign up for Jabirs weekly newsletter, send an email to jabir@skyboundcapital.com and your email add...

Matthew Pearce chats to Theodore Shou, Skybound's Chief Investment Officer, about some stories, rumours and myths coming out of China across a variety of topics and then one by one determines whether they are TRUE or BUSTED.

Matthew Pearce chats to Josie Davis, Skybound Capitals ESG and Impact Analyst about the rise in carbon prices and how that is affecting corporations abilities to hit their net-zero targets, and the benefits in incentivizing other businesses to focus on greener practices.

We're back again for 2022! We start the year with two familiar faces in Matthew Pearce and Jabir Sardharwalla, who chat together about the effect that the COVID-19 pandemic has had on the global inflation rates. Subscribe and follow us, and find out more at www.skyboundcapital.com

A power-packed final episode for 2021 with both Jabir Sardharwalla and Theodore Shou joining Matthew Pearce to discuss the Private Debt asset class.

Josie Davis joins Matthew Pearce and chats about the recent South African fuel price hikes along with the recent decisions made at COP26 aroudn the use of fossil fuels.

Jabir runs Matthew through his top 5 investments for the upcoming year. Listen to find out more about where your focus should be in 2022.

Matthew Pearce chats to Skybound Capital's Chief Investment Officer, Theodore Shou, about silly season consumerism and Matthew learns about the Asian tradition of Single's Day.

Jabir Sardharwalla breaks down the latest COP convention and brings us insight as to what it may mean for the rest of us, not to mention the planet.