Podcast Episodes
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[TOP STORY] Chasing hot ETFs could burn your portfolio
'If you are invested in emerging markets right now, we're not saying sell your position' – Duma Mxenge from Satrix.
4 weeks ago
Weak US jobs good for markets and gold
Dylan Bradfield from Sharenet unpacks Friday’s US jobs data and the latest Spur update, where adjusted Heps remains positive. Maarten Ackerman, chief…
4 weeks ago
[TOP STORY] Food giants and discount stores adapt to a weaker consumer
Dhersan Chetty, equity analyst at Foord Asset Management, breaks down consumer confidence, discount strategies and private label growth among major r…
1 month ago
From asset light to asset heavy: The hyperscaler pivot
Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from Foord Asse…
1 month ago
[TOP STORY] Unlocking economic puzzles with academic insight
Prof Reza Daniels of Stellenbosch University explains how good data and careful analysis are South Africa’s best tools against economic uncertainty.
1 month ago
Why AI needs platinum
Kea Nonyana from PrimeXBT on precious metal miners as PGMs surged and gold followed, plus updates from Super Group and Sabvest. Professor Reza Daniel…
1 month ago
[TOP STORY] Navigating the US-China AI technology split
'The risk that is emerging is a sort of geopolitical risk where access to your competitive advantage through AI could be cut off' – Dawie Scholtz, ma…
1 month ago
Exclude Ecobank and Nedbank's underlying business looks strong
Zimele Mbanjwa from FNB Wealth & Investments unpacks Nedbank's seemingly flat results – and why removing the impact of the Ecobank stake disposal rev…
1 month ago
[TOP STORY] July 2026 Absa PMI shows manufacturing employment stall despite upticks
‘This release is quite interesting. Its decline this time around hides more positive things than it reveals’ – Absa economist Sello Seleke.
1 month ago
US earnings are spectacular so far
Gary Booysen from Rand Swiss unpacks the US earnings season, with around two-thirds of the S&P 500 having reported – what's stood out, for better or …
1 month ago