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Under The Macroscope
Under The Macroscope
69 episodes
6 days ago
International Sports Broadcaster and Skybound Capital's Marketing and Business Development guru Matthew Pearce checks in weekly with a variety of "in-the-know" analysts and strategists including Skybound's Chief Investment Strategist Jabir Sardharwalla. Together Matthew and his guests take a weekly macro look at the global investment climate and explore all of the most interesting and relevant news and technology.
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Investing
Business
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All content for Under The Macroscope is the property of Under The Macroscope and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
International Sports Broadcaster and Skybound Capital's Marketing and Business Development guru Matthew Pearce checks in weekly with a variety of "in-the-know" analysts and strategists including Skybound's Chief Investment Strategist Jabir Sardharwalla. Together Matthew and his guests take a weekly macro look at the global investment climate and explore all of the most interesting and relevant news and technology.
Show more...
Investing
Business
Episodes (20/69)
Under The Macroscope
Is AI Usage Already On The Decline?

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!


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2 years ago
14 minutes 48 seconds

Under The Macroscope
Private Debt & Structured Lending - Jaimie Mckenzie

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?

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2 years ago
12 minutes 36 seconds

Under The Macroscope
ChatGPT and the Rise of AI

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.

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2 years ago
20 minutes 41 seconds

Under The Macroscope
Financial Planning For Life After Sport - Interview with Francois Louw

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!

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2 years ago
14 minutes 37 seconds

Under The Macroscope
What Does The Re-opening of Chinese Markets Mean For The Rest of Us?

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.

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2 years ago
15 minutes 30 seconds

Under The Macroscope
09 Nov - Impact Of The Interest Rate Hike

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.

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3 years ago
20 minutes 54 seconds

Under The Macroscope
14 Aug - Venture Capital Investment with Knife Capital

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

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3 years ago
21 minutes 59 seconds

Under The Macroscope
Jul 28 - Private Capital and the Trade Finance Opportunity

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

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3 years ago
20 minutes 13 seconds

Under The Macroscope
Jul 13 - Effects of Radical Changes to Interest Rates

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.

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3 years ago
30 minutes 43 seconds

Under The Macroscope
27 June - Interview with Jacques Kallis & Dave Rundle

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.

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3 years ago
20 minutes 42 seconds

Under The Macroscope
13 June - 'The Future of the Chinese Economy'

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.

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3 years ago
20 minutes 39 seconds

Under The Macroscope
30 May - Should You Include Commodities In Your Portfolio?

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?

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3 years ago
17 minutes 43 seconds

Under The Macroscope
09 May - Cryptos, NFTS & Web 3.0

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.

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3 years ago
16 minutes 16 seconds

Under The Macroscope
25 Apr - How Global Macro's Affect South Africa

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.

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3 years ago
23 minutes 28 seconds

Under The Macroscope
11 April - How The Travel Sector Is Bouncing Back!

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.

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3 years ago
23 minutes 1 second

Under The Macroscope
28 March - Effect Of Covid-19 On Property Market

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.

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3 years ago
15 minutes 28 seconds

Under The Macroscope
7 March - Russia's Invasion Of Ukraine

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 address will be added to the mailing list.

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3 years ago
22 minutes 57 seconds

Under The Macroscope
28 Feb - Chinese Myths BUSTED!

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.

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3 years ago
20 minutes 25 seconds

Under The Macroscope
14 Feb - Carbon Credits

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.

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3 years ago
16 minutes 18 seconds

Under The Macroscope
24 Jan - The Effect Of COVID-19 On Global Inflation Rates

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

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3 years ago
22 minutes 47 seconds

Under The Macroscope
International Sports Broadcaster and Skybound Capital's Marketing and Business Development guru Matthew Pearce checks in weekly with a variety of "in-the-know" analysts and strategists including Skybound's Chief Investment Strategist Jabir Sardharwalla. Together Matthew and his guests take a weekly macro look at the global investment climate and explore all of the most interesting and relevant news and technology.