MoneywebNOW

‘Monetary policy for us is one of the bigger risks that we see at the moment' – Warren Buhai, senior portfolio manager at STANLIB Asset Management.

Nick Kunze from Sanlam Private Wealth unpacks the sharp selloff in tech, with the Nasdaq now down more than 8%, while US bank earnings continue to impress. Warren Buhai from STANLIB Asset Management asks whether AI remains a compelling investment opportunity or if it's becoming a growing source of risk. Keith McLachlan of Element Investment Managers weighs in on Netflix's results, the decision to stop reporting engagement data, and why the market hit the stock.

In expounding on Akamatsu's 'flying geese' theory, First Avenue Investment Management's Hlelo Giyose highlights domestic champions who solidify their home base and then take their businesses overseas.

Alyssa Viljoen, MD of Merchant West Investments, unpacks BHP Group's latest update. With copper and iron ore driving the story, is BHP now a stronger investment case than Anglo American? Hlelo Giyose, CIO at First Avenue Investment Management, explains his "flying geese" theory and why emerging market domestic champions are increasingly taking their businesses beyond their home borders. Simon shares his thoughts on the IPO hype cycle and why retail investors so often end up left holding the bag.

Ricardo Smith from Absa Investments weighs up consumer pressures, inflation and what to expect.

'They're not there to incriminate everyone or try to restructure the market. They want to understand the market. They want to see how it operates' – Mark Thomas. Pinsent Masons.

Chantal Marx from FNB Wealth and Investments unpacks whether there's still value in Bytes after the tech stock has surged more than 50% since April. We also discuss softer-than-expected US inflation and why it's good news for markets. Mark Thomas from Pinsent Masons examines the Competition Commission's investigation into SA's franchising sector, while Harry Scherzer, CEO of Future Forex, explains why planning your forex needs early can save you money and stress.

CEO Charles Savage shares the group's integration of Telescope AI to deliver smarter, AI-driven investment solutions.

Kea Nonyana from Prime XBT unpacks De Beers's decision to shut its South African mine and what TSMC's 36% revenue surge says about the strength of ongoing AI-driven chip demand. Charles Savage, CEO of Purple Group, explains the rationale behind the group's $10.75 million acquisition of Telescope AI and what it means for the business. Professor Adré Schreuder from UP discusses the latest Customer Experience Index, which, for the first time, includes investment firms, revealing how the sector measures up.

JustMoney's Sarah Nicholson explains the prevalence and operations of these group saving schemes , which range from informal cash holdings to formal banking and investment-type options.

Nick Kunze from Sanlam Private Wealth asks whether there's any value left in battered paper stocks Sappi and Mondi, and what ongoing geopolitical tensions mean for the oil price. Harris Gorre from Grovepoint Investment Management unpacks the booming private credit market and whether Jamie Dimon's "cockroaches" warning is starting to emerge. Sarah Nicholson from JustMoney shares practical tips on how to make stokvels work better for members and build lasting financial success.

'South Africa's economy has been resilient to shocks, but the resilience is also part of why it stagnates' – Aroni Chaudhuri, chief Africa economist at Coface

China is lagging its global peers more than at any point in 25 years. PSG Old Oak's Schalk Louw explains why. Coface's Aroni Chaudhuri on the global outlook, the Iran conflict, and what it means for local GDP growth and inflation. Simon asks: Are Meta and xAI selling data centre capacity a warning sign for the AI buildout?

‘Spar is the clearest example of where market concerns are actually firmly grounded in observable fundamentals': AG Capital's Casey Sprake.

Tourism continues to recover, but where's the investment opportunity? Faheema Adia from Momentum unpacks the latest tourism data, the outlook for local leisure stocks, and what Hyprop's accelerated bookbuild means for investors. Short sellers have been increasing their bets against South African retailers. Casey Sprake from AG Capital explains what's driving those positions, what they're signalling, and the risks investors should be watching. Mathew Haswell from Refiant discusses their locally developed AI model, which they say offers 10x the memory of Claude and ChatGPT, and what sets it apart.

‘We found that technology friction is effectively a hidden productivity tax that never really shows up on any dashboard' – Altron Digital Business MD Craig Stewart.

Kea Nonyana from PrimeXBT asks whether there's still an energy trade in a world awash with oil, and shares where he's finding value in the US beyond the tech giants. Craig Stewart from Altron Digital Business unpacks the employee experience of workplace technology, and why there's often a gap between the tools staff need and what they actually have. Dr Wiehann Olivier from Forvis Mazars explains Sars's new crypto tax guide, what it means for investors, and the grey areas to keep an eye on.

'If you leave the process too late, there's going to be nothing left to rescue' – Eric Levenstein, director and head of the Insolvency and Business Rescue Department at Werksmans Attorneys.

Independent analyst Jimmy Moyaha unpacks Clicks, now trading on a PE roughly half its decade-long average. Is this a rare value opportunity, or are investors witnessing a changing of the guard? Eric Levenstein of Werksmans Attorneys discusses the business rescues of Murray & Roberts and Group Five, and what their success says about South Africa's rescue framework. Frank Knight, CEO of Debtsource, looks at the risks elevated interest rates continue to pose for South African businesses.

Ian Anderson of Merchant West Investments discusses the sector's 4.2% return in June alone, Delta Property Fund's 50% surge and Hyprop and Vukile expanding in Europe.

Nick Kunze from Sanlam Private Wealth unpacks Hudaco's results in a tough trading environment and whether Japan's weak yen, rising yields and stronger markets are creating opportunity. Ian Anderson from Merchant West Investments reviews first-half Reit performance and the appeal of Italian property deals. Chris Fraenkel, Wealth Manager at Private Client Holdings, discusses the saving habits of Gen Z and Gen Alpha.

'I would really point all of your listeners to our recent central bank survey; it's a master class in being able to see what everybody's thinking' – Taylor Burnette, World Gold Council.

Reko Nare from Anchor unpacks the growth of AMETFs in SA and globally, what's driving adoption, and where they add the most value. Taylor Burnette from the World Gold Council discusses the Gold Mid-Year Outlook 2026 and what lies ahead for the gold price this year. Simon weighs in on OpenAI's reported proposal to give the US government a 5% stake ahead of its anticipated IPO.

David Crosoer from PPS Investments reflects on how post-retirement investing is perhaps forcing a rethink.

Kea Nonyana from PrimeXBT unpacks South32's $5.6 billion sale of its Richards Bay aluminium smelter to Alcoa, before looking back at the first half of the year, with the JSE and gold under pressure while US equities, South Korea and oil emerged as the standout winners. David Crosoer from PPS Investments explains why he's rethinking the traditional equity-heavy portfolio. John Taylor from Liberty discusses the firm's Messy Middle research, focusing on the financial realities facing professionals aged 35 to 55.

‘Instead of trying to be particularly right on something, I think it's more important to prepare for those different potential outcomes' – Sean Neethling, Head of Investments at Morningstar.

Zimele Mbanjwa from FNB Wealth & Investments unpacks Absa's trading update. The stock looks cheap, but the market clearly didn't like what it saw. Ruen Naidu from Ninety One discusses what a new Fed chair with a hawkish stance and a structural reform agenda could mean for markets. Sean Neethling from Morningstar explains why investment success is less about making perfect forecasts and more about being prepared for a wide range of possible outcomes.

‘One of the biggest risks in choosing benchmarks is that you don't match what you actually want as an objective' – Satrix Quantitative Portfolio Manager Siyabulela Nomoyi.

Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus results as Takealot delivers an adjusted Ebitda profit – but is the story still all about Tencent? Invicta CEO Steven Joffe joins us to discuss results showing 50% of revenue now comes from offshore operations as tough local trading conditions persist. Plus, Satrix's Siyabulela Nomoyi explains why choosing the right benchmark is one of the most important investment decisions you'll make.

The best opportunities which we fund are when there's cross-collaboration between faculties – and that's when you really get something unique. Wayne Stocks, Stocks & Strauss.

Nick Kunze from Sanlam Private Wealth unpacks this week's fuel price cuts and why South African consumers still have little reason to celebrate. We also discuss South Korea's market volatility despite surging global chip demand. Horacia Naidoo-McCarthy from Allan Gray explains how uncertainty often drives poor investor behaviour – and how to avoid the common traps. Wayne Stocks of Stocks & Strauss looks at why investment funds are increasingly turning to universities and alumni networks as fertile sources of investable technology.

‘I think employers can play a very meaningful role in assisting and supporting [their] people' – John Anderson from Sanlam Corporate Investments.

Schalk Louw from PSG Old Oak unpacks Hyprop's strong update and why value stocks and emerging markets are outperforming this year, while the Mag 7 trade near their lowest valuations for 2026. Sanlam Corporate's John Anderson discusses the findings of the 45th Sanlam Benchmark Survey, exploring how South Africans are saving and making retirement decisions. Plus, Simon shares his thoughts on true long-term investing: buy well, then forget about selling.

‘I think we're going to see more of that sort of luxury spending still under pressure in the second half of the year and more of a focus on the essential spending' – Independent economist Elize Kruger.

Kea Nonyana from PrimeXBT unpacks the latest updates from Growthpoint and Nedbank, and what they mean for investors. Vunani CEO Ethan Dube joins us to discuss the group's return to profitability and its decision to pay out most of Heps as a dividend. Economist Elize Kruger weighs in on the latest PayInc data, which shows real take-home pay has fallen to a two-year low, adding further pressure to consumers.

'I think we go into an environment where a lot of your traditional safe-haven assets aren't really showing up as providing their protection anymore' – OMIG portfolio manager Jason Swartz.

Chantal Marx FNB Wealth & Investment on ASP Isotopes as they announce Renergen has a first contract fo the supply of helium. Jason Swartz, Portfolio Manager, Old Mutual Investment Group on the Thucydides Trap and what Xi Jinping meant at teh recent US China summit. John Loos independent Economist on the SARB Composite Leading Business Cycle Indicator falling in April.

Economist Dr Roelof Botha reflects on Alan Greenspan's legacy, Gill Marcus's MPC tenure, and highlights of the Q1 2026 Afrimat Construction Index.

Alyssa Viljoen, MD at Merchant West Investments, unpacks Standard Bank's five-month update and asks whether SA's banks still offer value – and which names stand out. Bianca Botes from Citadel Global discusses why every board needs a clear FX policy and how companies should approach currency risk. Plus, economist Dr Roelof Botha reflects on the Q1 2026 Afrimat Construction Index and the passing of Alan Greenspan.

'Fees are the silent killer of wealth; they're also the most underestimated variable in the whole retirement planning process' – Andre Tuck, 10x Investments.

Nick Kunze from Sanlam Private Wealth unpacks the latest Naspers and Prosus trading update after both shares have come under pressure, and considers whether gold still offers opportunity as the metal struggles to gain momentum. Andre Tuck from 10X Investments discusses the most common retirement planning mistakes and how investors can avoid costly missteps. Anthony Miller, CEO of Simply Financial Services, highlights the risks posed by staff illness to SA's small businesses and why the financial impact is often underestimated.

Dr Thomas Brennan, founder and CEO of Franc, discusses the 2026 Wealth Index Report and why women consistently tend to be better investors.