About this episode

Simon Brown discusses the implications of recent US corporate earnings, the South African fuel crisis, and the complexities of the Hormuz blockade.

US results season opens with Goldman Sachs and Johnson & Johnson both beating expectations — but the more interesting story is what those results don't show yet: the full impact of Middle East conflict and Trump's drug pricing pressure. Simon also unpacks South Africa's looming fuel crisis and makes the economic case for working from home, a new 100% offshore ETF listing on the JSE from ETFSA, and an ASP Isotopes update for those holding a speculative position. FNB's FCA-mandated R11.9bn provision for undisclosed UK vehicle finance commissions gets a full breakdown, as does the nuanced reality of the Straits of Hormuz "blockade" — it has T's and C's. Plus a long-overdue Bitcoin check-in. WorldWideMarkets is part of JustOneLap.com .

People in this episode

Host: Simon Brown

Topics covered

• Middle East conflict
• South Africa fuel crisis
• working from home
• offshore ETF
• Bitcoin
• economic analysis

Keywords

• Goldman Sachs
• Johnson & Johnson
• South Africa
• fuel crisis
• ETFSA
• Bitcoin
• Middle East
• drug pricing
• Hormuz blockade

Mentioned in this episode

Organizations: Goldman Sachs, Johnson & Johnson, ETFSA, FNB

Products: Bitcoin

Places: South Africa, Straits of Hormuz

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