[Full Show] Budget Postponement, VAT Increases and Institutional Crypto
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Market Matters
This week, reflect on a budget speech that didn't take place, the CPI data that was delayed to this week, and PCE data out of the US. We also take a look at the quickest turnaround fix in SA, the great borehole saga of 2025.
Deep Dive
We dive into the VAT increase that was almost proposed. We explore the impact it would have on revenues for National Treasury. We also look at the many feasible alternatives that could be pursued in place of a VAT increase, including expenditure cuts and economic growth.
Investor Insights
We share some insights into the increasing popularity of Bitcoin as an asset class among Fund Managers and Asset Managers around the world. We look at some brave movers like Micro Strategy and add our first currency to our wall of preferred picks.
This week, reflect on a budget speech that didn't take place, the CPI data that was delayed to this week, and PCE data out of the US. We also take a look at the quickest turnaround fix in SA, the great borehole saga of 2025.
Deep Dive
We dive into the VAT increase that was almost proposed. We explore the impact it would have on revenues for National Treasury. We also look at the many feasible alternatives that could be pursued in place of a VAT increase, including expenditure cuts and economic growth.
Investor Insights
We share some insights into the increasing popularity of Bitcoin as an asset class among Fund Managers and Asset Managers around the world. We look at some brave movers like Micro Strategy and add our first currency to our wall of preferred picks.
Chapters
- 00:25 Opening
- 03:11 Budget Speech Postponement
- 15:59 Deep Dive: VAT Increases
- 29:59 Investor Insights: Institutional Crypto
- 42:46 Unfiltered Opinion of the Week
- 43:01 Closing
