Season 4 · Episode 15
The Knock-On Effect #15 - South African Meat and Large-Cap Tech
What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies— also touching on earnings excuses, the myopic U.S....
Real Vision: Finance & Investing · Real Vision Podcast Network
September 14, 201825m 43s
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Show Notes
What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies— also touching on earnings excuses, the myopic U.S. rally, and romantic questions.
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