Coffee catch ups with Nic and Chantal
Coffee chats with Nic and Chantal Ep 04
In the final episode of Coffee Chats for 2025, Nic and Chantal cover the AI trend, the recent sell off and where opportunities might lie. We also cover gold, bio tech as well as new listings on the JSE. Lastly what to look out for in the weeks leading up to the December break.
14 November 2025
Coffee catch ups with Nic and Chantal
Coffee Catch up's with Nic and Chantal
In this coffee chats podcast we cover Nvidia's latest results and the impact this could have on US tech in general. We also discuss some of the other US sectors that could benefit from upcoming rate cuts including an overview of Costco and Walmart. We also discuss China as well as some of the strong performers on the JSE. Lastly some stock ideas.
02 September 2024
Coffee catch ups with Nic and Chantal
All things markets
In this weeks coffee chats podcast Nic and Chantal cover the latest US CPI figures and what this could mean for interest rates going forward. Commodities are also discussed with Gold making headlines again due to heightened geopolitical tensions. What are some of the strategies one should adopt in a volatile environment as well as stocks that present a good buying opportunity. REITS are also covered this week as well as an update on Nampak post the rights offer and lastly why ARC is considering delisting from the JSE.
16 October 2023
Coffee catch ups with Nic and Chantal
All things markets
Join Chantal Marx and Nic Riemer as they cover all things market related. In this episode, Silicon Valley Bank is discussed as well as why the collapse impacted Global markets so significantly. Trading ideas on Multichoice, Transaction Capital, Thungela as well as the retail space as a whole are discussed, as well as updates on Fed expectations, and Chantal and Nic's personal investment positions.
17 March 2023
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