You can also listen to this podcast on iono.fm here.
Schalk Louw from PSG Old Oak shares his view on Discovery’s trading update and whether it’s the right time to invest in PGM miners or to hold off. James Rainbow of Schroders UK explores the evolving future of financial advice in a digital era. Simon reflects on his experience taking a week away from the markets.
Guests on today’s show:
Schalk Louw: PSG Old Oak
James Rainbow: Schroders UK
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Why it is not a good idea to short the PGM(s):
Russia is buying gold every day for the next month,
China is swapping Dollars for Gold,
De-Dollarization by Brics means buying more Gold,
EV vehicles are showing many issues i.e. fires,
The USA is pumping more Oil into the market making EV vehicles less attractive,
PGM companies will not sell metals at a loss for very long anymore
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