BNC#8: Cy Jacobs shoots from the hip – War, markets, and the bold bets shaping your money next скачать в хорошем качестве

BNC#8: Cy Jacobs shoots from the hip – War, markets, and the bold bets shaping your money next

BNC#8 keynote speaker Cy Jacobs delivered a no-notes, high-conviction masterclass on navigating chaos – from geopolitical shocks to shifting market cycles. Backing South African commodities, questioning Europe, and eyeing fresh opportunity in beaten-down US tech, Jacobs reveals how smart money reads fear, predicts turning points, and positions ahead of the next global move. Timestamps 00:00 Introduction – Alec Hogg hands over to Cy Jacobs 00:38 “No notes, no slides” – Jacobs sets the tone 01:07 The origin story of 36ONE 01:51 Building a high-performance investment team 02:18 36ONE’s five investment strategies explained 03:24 Beating benchmarks and global markets 03:48 SA vs global investing – where should your money go? 04:30 Why the JSE is more global than you think 05:35 How 36ONE predicts market cycles (not just history) 06:19 Covid strategy – how they protected capital early 07:10 Investing by geography and sector timing 07:46 The war that’s driving global markets 08:04 Will this become World War 3? 08:28 China, Iran, and oil – the real dynamics 09:00 Market panic vs reality 09:25 Why Jacobs thinks the war ends sooner 10:13 Oil spike to collapse – what it means 10:51 Trump, geopolitics and market confidence 11:11 Why fear creates opportunity 11:55 SA optimism – energy, Transnet, policy shifts 12:44 GNU impact and market rerating 13:25 Global power shift: US vs China 14:30 Why US markets have lagged recently 15:21 Why this is a temporary inflation shock 16:07 Shift back to US markets 16:32 SA bonds and banks – opportunity fading? 16:55 Retail sector under pressure (Temu & Shein impact) 17:43 Commodities boom – especially copper 18:23 Why SA growth still concerns investors 19:01 Why Europe is losing appeal20:00 US vs Europe – where the real growth is 20:34 Market mispricing opportunities 20:55 Amazon vs Walmart – shocking valuation gap 21:47 Why Big Tech is still a long-term bet 22:18 Microsoft, AI and the future of tech 22:56 Final investment thesis 23:12 Wrap-up and closing remarks Video production by Asime Nyide Support South Africa’s bastion of independent journalism, offering balanced insights on investments, business, and the political economy, by joining BizNews Premium. Register here - https://bit.ly/4ifcIWO Your early morning brew of the BizNews Insider keeps you up to speed with the content that matters. The newsletter will land in your inbox at 5:30am weekdays. Register here - https://bit.ly/3is4b7l Join this channel to get access to perks:    / @biznewstv