Podcast Episodes
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[TOP STORY] Gold moving with shares rather than the reverse
‘We still want to own gold, but just at a much smaller position size' – Tim Acker, portfolio manager, Allan Gray Equity Fund.
3 weeks ago
Changing face of retail hurts Spar
Analysis of why gold shares are behaving more like risk assets than a traditional safe haven, and the impact of rising WhatsApp fees on businesses.
3 weeks ago
[TOP STORY] Rising share issuances shrink US equity market expectations
Sahil Mahtani from the Ninety One Investment Institute looks at US returns as mega IPOs and reduced buybacks expand the investment pool.
3 weeks, 1 day ago
Global bond yields a threat to markets
Analysis of US market returns as mega IPOs and reduced share buybacks expand the investment pool. Plus, why traders need to look beyond interest rate…
3 weeks, 1 day ago
[TOP STORY] Balancing AI efficiency with human expertise in asset management
‘I'm a big, big fan of what AI brings to the party, but just a good old-fashioned expert is the right person to give you advice’ – Andile Jonas, head…
3 weeks, 4 days ago
When your emerging-market ETF goes all wrong
Standard Bank delivers a standout set of results, while DRD Gold expects earnings to double. Independent analyst Jimmy Moyaha unpacks the numbers. An…
3 weeks, 4 days ago
[TOP STORY] Today’s leading home, land and business buyers
Liza Nolte from AfriGIS uncovers the data revealing women’s growing ownership in South Africa.
3 weeks, 5 days ago
Shoprite's other bets continue to boom
Faheema Adia from Momentum Securities unpacks Shoprite’s strong update, with Sixty60 now accounting for 10% of revenue. Weaver Fintech CEO Sean Wibbe…
3 weeks, 5 days ago
[TOP STORY] Where have all our miners gone?
Jeremy Sampson from Brand Finance discusses the 2026 Mining, Metals & Minerals Top 50 report, noting that zero local miners made the cut.
3 weeks, 6 days ago
Virgin Active listing: Could it finally happen?
Chantal Marx from FNB Wealth & Investment unpacks the Merafe results and what the Nersa decision means for the micro cap, plus what’s next for Brait …
3 weeks, 6 days ago