Citywire Money, Markets and Masterminds

Podcast: How Trump fails economics 101

Loading player...
In this episode of Money, Markets and Masterminds, Citywire South Africa is joined by economist Professor Adrian Saville for the second instalment of the bi-monthly chapter of ‘The Long Game’.

We break down economic principles, challenge political rhetoric and assess US President Donald Trump’s economic policies against real-world data. From tariffs and trade wars to the strength of the US dollar and global growth trends, this discussion offers sharp, data-driven insights for fund selectors, financial advisers, and institutional investors.

Tune in below for expert analysis on how Trump’s tariff policies distort trade, why a weak dollar may hurt rather than help US competitiveness, what market signals like the S&P 500 and policy uncertainty index reveal about his presidency, and where investors can find real growth opportunities in global markets.
13 Mar 2025 English South Africa Investing

Other recent episodes

FSCA warns crypto licence is not a stamp of approval

In the latest episode of Regulatory Rulebook, part of Citywire South Africa Money, Markets and Masterminds podcast series, Diketso Mashigo, departmental head of licensing at the Financial Sector Conduct Authority (FSCA), unpacks the regulator’s evolving approach to crypto asset service providers, why South Africa adopted an interim framework instead of…
28 May 27 min

Why some DFMs may not survive South Africa’s outsourcing boom

South Africa’s DFM market is expanding quickly, but Glacier Invest’s head of Implemented Consulting at Glacier Invest, Rafiq Taylor says not every business will survive the next phase of growth. Speaking to Citywire South Africa on this month’s DFM Discussion, Taylor highlights growing pressure from fee compression, tighter margins and…
27 May 27 min

FSCA’s Astrid Ludin on two-pot, Cofi and the next era for regulation

In this special edition of the Regulatory Rulebook series, Citywire South Africa sits down with Astrid Ludin, outgoing deputy commissioner at the Financial Sector Conduct Authority and president of the International Organisation of Pension Supervisors, for a rare exit interview. From the successful rollout of the two-pot retirement system to…
30 Apr 34 min

DFM value has moved beyond portfolios

Investment Solutions by Alexforbes has reached its two-year track record, giving advisers a clearer view of where the discretionary fund manager (DFM) is adding value and where the model still faces friction. In this episode, Alexforbes DFM specialist and portfolio manager Nadir Thokan discusses performance, manager selection, platform constraints, private…
30 Apr 36 min

Where insurers are still failing customers

From complex products no one fully understands to pricing that quietly erodes value, the Financial Sector Conduct Authority lifts the lid on the biggest conduct risks still lurking in South Africa’s insurance sector in the latest segment of the Regulatory Rulebook. In this episode of Money, Markets, and Masterminds, Brenda…
27 Mar 22 min
All episodes