Episodios

  • [TOP STORY] Surviving the storm: mastering trading

    [TOP STORY] Surviving the storm: mastering trading
    May 5 2025
    'If the VIX, [the] volatility index goes above 30, maybe take some trading off. Play when the environment is suitable for you to make money, not when the environment is against you' – Petri Redelinghuys, Herenya Capital.
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    7 m
  • What’s Opec doing with all the oil?

    What’s Opec doing with all the oil?
    May 5 2025
    Nick Kunze from Sanlam Private Wealth unpacks US GDP, jobs data, and Opec’s plan to fast-track production hikes in June. Harris Gorre of Grove Point Investment Management explores the investment opportunities emerging from the US 10-year bond selloff. Petri Redelinghuys of Herenya Capital Advisors weighs in on navigating volatile markets versus trending ones – which offers the edge?
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    20 m
  • {TOP STORY] Is gold still the ultimate safe-haven asset?

    {TOP STORY] Is gold still the ultimate safe-haven asset?
    May 2 2025
    Krishan Gopaul from the World Gold Council explores gold demand trends for central banks and ETFs, as well as the resilience of jewellery consumption in Q1 2025.
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    8 m
  • How to build a core portfolio

    How to build a core portfolio
    May 2 2025
    Chantal Marx from FNB Wealth & Investments unpacks the what, why, and how of building a core portfolio. Krishan Gopaul from the World Gold Council discusses Q1 2025 gold trends as ETF demand climbs. Simon shares thoughts on JSE all-time highs despite no budget in place.
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    19 m
  • [TOP STORY] China's move towards consumer spending

    [TOP STORY] China's move towards consumer spending
    Apr 30 2025
    IaIn Cunningham, head of multi-asset growth at 91 in London, considers the world’s largest country shift towards domestic consumption rather than saving as a strategy to achieve its 5% GDP growth.
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    6 m
  • Can WeBuyCars continue market share growth?

    Can WeBuyCars continue market share growth?
    Apr 30 2025
    Independent analyst Jimmy Moyaha unpacks WeBuyCars’s trading update – modest core Heps growth, but is it fair value? Ninety One’s Iain Cunningham on why domestic consumption is key to hitting 2025’s 5% GDP goal. Street Wallet’s Kosta Scholiadis on a new tool helping street vendors thrive in a cashless economy.
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    21 m
  • [TOP STORY] JSE the next stop for Nasdaq-listed ASP Isotopes

    [TOP STORY] JSE the next stop for Nasdaq-listed ASP Isotopes
    Apr 29 2025
    ‘The world needs to double the amount of electricity it produces over the next 25 years...and the only way the world is going to do it is with more nuclear power’ – CEO Paul Mann.
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    7 m
  • Clothing retailers reflecting fair value after sell off

    Clothing retailers reflecting fair value after sell off
    Apr 29 2025
    Kea Nonyana from Scope Prime unpacks local retailers: Is there still value on the table? Is Mag 7 flashing a buy signal yet? Plus, oil – should you be going long or short? Paul Mann, CEO of Nasdaq-listed Asp Isotopes, talks growth plans and why a JSE listing is next on the cards. PSG Insure's Ryno de Kock warns that a weaker rand could push up the replacement cost of your insured goods. Here’s what you need to know.
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    21 m
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