Podcast Episodes
Back to Search
PGMs under pressure but offering opportunity
Kea Nonyana of PrimeXBT on SA's better GDP reading, but is it sustainable? What’s troubling PGMs, plus SpaceX, Anthropic and OpenAI mega IPOs.
Araxi…
3 months ago
[TOP STORY] ‘There's a bit of a tailwind' for Omnia – Gobalsamy
The group's CEO Seelan Gobalsamy shares insights on its latest 'strong set of results' and expectations for the year ahead.
3 months ago
PPC needs stronger SA building demand
Nick Kunze of Sanlam Private Wealth unpacks the US markets overnight, after last Friday's tech sell-off, and PPC's latest results. Omnia CEO Seelan G…
3 months ago
[TOP STORY] ‘What we're seeing is an economy certainly slowing down’
Dr Greg Cline, head of portfolio management at Investec, shares insights on the energy and freight shock costs rippling through local supply chains.
3 months ago
Is Musk's SpaceX IPO causing the tech sell off?
Petri Redelinghuys of Herenya Capital Advisors unpacks what sent the Nasdaq almost 5% lower and what sent Mr Price almost 15% higher on Friday. Dr Gr…
3 months ago
[TOP STORY] Transparency and consistency in Reit reporting boost investor confidence
Transparency and consistency in REIT reporting for investor confidence
'If you are a member of SA Reits, you must disclose the prescribed terms withi…
3 months ago
Great dividend payouts from asset managers
Independent analyst Jimmy Moyaha on the Ninety One results after the market initially sold off the stock. Asset managers should be benefiting from st…
3 months ago
[TOP STORY] Semiconductor giants are powering the AI revolution
Old Mutual Wealth Strategist Izak Odendaal explores what the AI-driven capital expenditure boom means for investors.
3 months, 1 week ago
Bitcoin: The fall isn't over
Petri Redelinghuys from Herenya Capital Advisors unpacks Bitcoin as it trades near its lows for the year and almost 50% below its highs. Izak Odendaa…
3 months, 1 week ago
[TOP STORY] Crypto to stocks: A digital revolution
Christo de Wit of Luno says that since the launch of tokenised stocks and ETFs last year, ‘we've now crossed the 50 000 customer mark’ with particula…
3 months, 1 week ago