Episodes

  • [TOP STORY] At the beginning of 2025 are we almost too optimistic?

    [TOP STORY] At the beginning of 2025 are we almost too optimistic?
    Jan 27 2025
    ‘We're sitting at around 75% debt to GDP with interest rates where they are; currently north of 20% of all government revenue is now required just to service the interest on that debt – not even to pay down the debt’: Rory Kutisker-Jacobsonfrom Allan Gray.
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    8 mins
  • Reinet discount attractive for investors

    Reinet discount attractive for investors
    Jan 27 2025
    Nick Kunze from Sanlam Private Wealth discusses Reinet's NAV update, highlighting its significant trading discount, and comments on the sell-off following Foschini's trading update. Rory Kutisker-Jacobson of Allan Gray explains sentiment swings and why they are trimming exposure to SA Inc stocks.
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    18 mins
  • [TOP STORY] The appetite for GLP-1 drugs grows

    [TOP STORY] The appetite for GLP-1 drugs grows
    Jan 24 2025
    ‘The nature of the beast is yes, these drugs come off patent; the demand is there and someone could produce it more cheaply’, Integral Asset Management’s Keith McLachlan points out.
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    12 mins
  • Sasol production slowly improving as it manages what it can

    Sasol production slowly improving as it manages what it can
    Jan 24 2025
    Shaun Dendere from Trive Investments breaks down Sasol’s trading update and Cashbuild’s strong results. Keith McLachlan from Integral Asset Management dives into the GLP-1 drug boom and its investment opportunities. Simon on big purchases: Trust less, verify more.
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    21 mins
  • [TOP STORY] Making sense of the Sasol BEE scheme – or schemes

    [TOP STORY] Making sense of the Sasol BEE scheme – or schemes
    Jan 23 2025
    Craig Gradidge of Gradidge-Mahura Investments makes sense of the Sasol Inzalo, Khanyisa and SOLBE1 BEE deals.
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    6 mins
  • Local consumer showing strength as stocks are priced for perfection

    Local consumer showing strength as stocks are priced for perfection
    Jan 23 2025
    Kea Nonyana from Scope Prime discusses the Mr Price update and the outlook for local consumer stocks. Devina Dawkinun from Regent Business School shares insights on the global economy at a pivotal moment. Craig Gradidge from Gradidge Mahura Investments explains the latest developments in Sasol's BEE scheme, Khanyisa.
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    20 mins
  • [TOP STORY] Bank account empty, January bills to pay – now what?

    [TOP STORY] Bank account empty, January bills to pay – now what?
    Jan 22 2025
    Momentum Group's consumer financial education specialist Salem Nyati offers practical tips on how stressed consumers can relieve their ‘Januworries’.
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    6 mins
  • Next week’s rates decision will be a balancing act

    Next week’s rates decision will be a balancing act
    Jan 22 2025
    Gary Booysen from Rand Swiss breaks down Clicks's trading update and why the market views it as underwhelming. Hannah de Nobrega from Prescient Investment Management shares insights on what to watch in the upcoming local CPI data. Salem Nyati from Momentum offers tips on managing debt and making the most of payment holidays.
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    20 mins