Podcast Episodes
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Wait for peace: Then buy the rebound
Petri Redelinghuys from Herenya Capital Advisors unpacks the key trade to watch when the Iran conflict winds down. Anelmari Truter from Tax Consultin…
3 months ago
[TOP STORY] Demystifying SA’s retail investment surge
‘Treasury has indicated that there will be consistency and certainty around how retail hedge funds are taxed in line with traditional unit trusts, wh…
3 months, 1 week ago
Trump speech offers no clear end to Iran war, long-term economic fallout looms
Petri Redelinghuys from Herenya Capital unpacks the market reaction to Donald Trump’s overnight speech. Hayden Reinders from Prescient Fund Services …
3 months, 1 week ago
[TOP STORY] ‘Mampara week’ and the trap of relief spending
Dehan Scherman from National Debt Advisors has sound advice on navigating the payday poverty cycle experienced by so many South Africans.
3 months, 1 week ago
Remgro’s Mediclinic deal raises concentration risk ... but may be worth it
Zimele Mbanjwa from FNB Wealth and Investments unpacks Remgro’s move to press ahead with the restructuring of its Mediclinic interests. Master Drilli…
3 months, 1 week ago
[TOP STORY] Opportunistic price gouging amid rising fuel prices in SA
James Hodge from the Competition Commission highlights the crucial role of consumers and businesses in reporting suspicious price hikes, especially i…
3 months, 1 week ago
Sirius expanding into Euro defence real estate
Independent analyst Jimmy Moyaha unpacks Sirius Real Estate’s €93.4 million acquisition of a defence-related property. Fatgie Adams from TransUnion l…
3 months, 1 week ago
[TOP STORY] The low-risk, high-reward world of mine streaming
Keith McLachlan and Simon Brown explore this funding source for mining companies, comparing the situations of Franco-Nevada and Barrick Mining.
3 months, 1 week ago
Why you need a Q1 portfolio check-in
Nick Kunze from Sanlam Private Wealth unpacks the uncertainty grinding markets lower, while Reinet finally exits its stake in Pension Insurance Corpo…
3 months, 1 week ago
[TOP STORY] Oil makes the world go round, insurance is the lubricant
Meryl Pick of Old Mutual Investment Group explores the complexities of maritime insurance and underscores its crucial role in maintaining global trad…
3 months, 1 week ago