Dave Foord on Politics, Debt, and the Future of Markets
Foord Founder Dave Foord joins Investment Professional Linda Eedes to discuss the major structural forces shaping markets over the next five years. They explore why politics now dominates economics, the unsustainable debt path of the US and Europe and the 'big train smash' coming in the private credit market.
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23:28
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23:28
An overview of global market movements for October 2025
In our monthly podcast, 'Markets in a Nutshell', Linda Eedes breaks down October's market dynamics. She explains why cyclical mining shares pulled back sharply despite rising gold prices and addresses the AI investment frenzy. Linda discusses the impressive, consistent returns of the Foord Balanced Fund and outlines why we are focused on deploying capital into low-debt, high-quality SA Inc businesses to ensure smooth, steady real returns for long-term wealth building.
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7:11
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7:11
A global overview of market movements for September 2025
In the latest episode of our monthly podcast, ‘Markets in a Nutshell’, Linda Eedes breaks down the key market trends of September 2025. September capped off another strong month for risk assets, extending a remarkable rally across global markets. Listen to the episode as we unpack the drivers of these gains, including a surge in South African equities, a rise in emerging markets and continued strength in developed markets like the S&P 500.
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9:24
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9:24
A global overview of market movements for August 2025
In our monthly podcast, ‘Markets in a Nutshell’, Linda Eedes breaks down the key market trends of August 2025. Despite some market turbulence, global markets saw gains in August, driven by positive corporate earnings and slowing inflation. Listen to the full podcast for insights on how political decisions impacted the US, the mixed performance of commodities, and the importance of cautious investing and diversified portfolios in a complex global economy.
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7:52
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7:52
A Global Overview of Market Movements for July 2025
In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes unpacks July’s market performance. While global equities pushed higher, particularly in US and Chinese markets, underlying risks are emerging. US economic data showed mixed signals, with a rebound in growth but a weakening labour market. Meanwhile, rising tariffs and political pressures in the US raise concerns.
South Africa