About this video
This Episode is Sponsored by Corion Capital
https://www.corion.co.za
Is the US dollar still the world’s unshakable safe haven or has it slipped from “king” to court jester? Mike sits down with Corion Capital’s Head of Asset Allocation, Simon de Plooy, to unpack the dollar’s sharp slide this year, why the rand has been surprisingly steady, and what US tariff shocks could mean for South Africa’s jobs and markets.
What we cover:
1. How the dollar dominates trade, reserves & global indices and why it’s weakening now
2. Fed cuts, a softer US labour market, and the politics vs. policy debate
3. Why the rand has held its ground vs the dollar over 3 years (and what most people missed)
4. Gold, crypto, BRICS: real alternatives or just noise?
5. Tariffs 101 who really pays, and the ripple effects for SA exports
6. Portfolio moves: diversifying currencies, trimming USD, and why SA assets look cheap
Watch the full conversation above. This article uses the title and description published by State Of The Nation on YouTube on 22 September 2025.
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