Podcast Episodes
Back to Search
Macro Monday Ep 97: No rush for the Fed
The latest US jobs numbers were not encouraging, with nonfarm payrolls revised down for the eighth month in a row and unemployment rising to 4.4%. Despite this, says Chris Holdsworth, Chief Investmen…
Published on 1 month ago
What next? | From heavy industry to clean growth
In the debut episode of 'What Next' - Marc Kahn and Lindsay Hooper bring in Faustine Delasalle, CEO of the Mission Possible Partnership and Katie Fergusson, SVP, Studies and Development at Anglo-Amer…
Published on 1 month, 1 week ago
NOW Ep115: The great rewiring of global healthcare
Medicine is moving into a world where software spots patterns before humans sense symptoms, and breakthrough therapies can move markets faster than earnings reports. Longevity is rising, costs are cl…
Published on 1 month, 1 week ago
Everything Counts | Episode 35: Online Safety for Children
Are you worried about what your children are doing online or how to handle it if your child is the one causing harm?
In this episode of Everything Counts, host Motheo Khoaripe sits down once again w…
Published on 1 month, 1 week ago
Macro Monday Ep 96: Global inflation surprises to the downside
October inflation surprised on the downside in just over half of the major countries that have reported numbers so far. There was no number for the US, due to the government shutdown, but, says Chris…
Published on 1 month, 1 week ago
Macro Monday Ep 95: Global growth continues to be strong
Global growth is on the rise again, while the US has seen upgrades to its growth forecasts, despite the ongoing shutdown. But while the US seems in good shape, says Chris Holdsworth, Chief Investment…
Published on 1 month, 2 weeks ago
NOW Ep114: MTBPS 2025 | Gold’s fiscal glow
South Africa’s economic story is balancing between risk and resolve, discipline and delivery. As the country prepares for its first Mid-Term Budget Policy Statement (MTBPS) under a coalition governme…
Published on 1 month, 3 weeks ago
Everything Counts | Episode 34: The dangers of the internet for children
Are you concerned about keeping your children safe online in an age where screens are everywhere?
In this episode of Everything Counts, host Motheo Khoaripe sits down with Emma Sadleir Berkovitz, fo…
Published on 1 month, 3 weeks ago
Macro Monday Ep 94: Japan and emerging markets lead the way
Japanese and emerging market equities led the way in October, returning 12% and 4% respectively, helping to lift global equities by 2%. Chris Holdsworth, Chief Investment Strategist, Investec Wealth …
Published on 1 month, 3 weeks ago
NOW Ep 113: The new era of cyber risk
Deepfakes that fool the eye. Voices that sound real. Attacks that never sleep. As artificial intelligence reshapes both offence and defence, cyber risk has gone mainstream.
In this episode of No Ord…
Published on 2 months ago