MoneywebNOW

Risi Mkhabela, Corporate Relations Director, UCT Investment Society, explains the group's diverse structures, including the competitive Trading Club, which uses simulated cash for learning.

Kieran Witthuhn of Anchor Capital unpacks last night's Nvidia results. Risi Mkhabela from the UCT Investment Society discusses its growth and how it operates, while Jono Bowling of Standard Bank CIB explains its latest MSCI World structured product offering 100% capital protection.

STANLIB's Rademeyer Vermaak believes an investor's key insight in trying times should be ‘to focus not so much on what is changing, but on what stays the same'.

Chantal Marx from FNB Wealth & Investments unpacks Famous Brands's results, with decent growth, refinanced debt and a share buyback in focus. Rademeyer Vermaak from STANLIB Asset Management explains how its systematic process is navigating volatile markets. Plus, Tracey-Lee Zürcher-Campbell from Payflex on the BNPL myths South Africa has disproven.

CEO Ben Pierre Malherbe discusses the company's strategic shift: Selling non-core assets, developing bulk infrastructure, and expanding core projects through 2027.

Allysa Viljoen of Merchant West Investments discusses the WeBuyCars results, which highlighted deflation in used-car prices in the half-year to the end of March. Calgro M3 CEO Ben Pierre Malherbe on the group's latest annual results, key developments like Bankenveld City, and selling out of non-core assets. Plus, Astral Foods CEO Gary Arnold shares insights on the group's strong interim results as margins and demand both surge on improved costs.

AG Capital's Casey Sprake looks ahead to SA's looming agricultural challenges: El Niño, rising input costs and future food inflation.

Sanlam Private Wealth's Nick Kunze weighs in on government bonds as developed market yields surge, even as markets trade at highs and amid strong earnings. Casey Sprake of AG Capital on risks to local food inflation moving higher on the back of a potential El Niño. Plus, Lindiwe Sebesho from Remchannel shares insights into renumeration and the wider benefits instead of just money in the bank.

CEO Andrea Taverna-Turisan outlines the Reit's strategy for low vacancy, high-quality tenants, and sustainable distribution growth locally.

Pooja Tanna from Perpetua Investment Managers reflects on Jerome Powell's eight-year term as Fed chair, and, the new stewardship expected under Kevin Warsh. Equites CEO Andrea Taverna-Turisan shares insights on the group's latest results and strong balance sheet, as it pivots away from the UK. Plus, Simon's thoughts on South Korea as their stock market goes wild on chip demand and how to buy into the country.

‘In South Africa and the southern hemisphere we are in a more comfortable position in that we will be starting our harvest soon and hopefully see price increases in the near future' – Loffie Brandt from Absa AgriBusiness.

Kea Nonyana of PrimeXBT on Trump in China and Anthropic to raise money at $900 billion valuation - crazy or fair? Citadel economist Maarten Ackerman weighs in on lessons from previous oil shocks. Plus, Loffie Brandt from Absa AgriBusiness on building resilience in local agriculture in the face of a changing climate.

CEO Jeffrey Wapnick discusses the company's six-month results to end February, highlighting the disposal of non-core properties, strong rental income growth and impressive collection rates.

Shaun Dendere of L7 Prime on SA telco results: Vodacom on Monday and MTN on Tuesday, are there opportunities in the sector? Octodec CEO Jeffrey Wapnick shares insights on the group's latest results. Plus, Abhishek Amichand of Sanlam Alternative Investments weighs in on private credit lending and how South African investors need to find a local solution.

'In the Western Cape, we're shooting the lights out; that's a great story,' notes CEO Steve Brookes.

Balwin CEO Steve Brookes comments on its strong full-year results, but they've skipped dividends again. Jimmy Moyaha weighs in on robust Boxer results that also pushed Pick n Pay higher. Plus, Redefine CEO Andrew König on first-half results that show continued growth in Poland and rate-compression on its bonds.

'I think the biggest mistake investors can make is dismissing healthcare as just a defensive sector; it may become one of the most important long-term innovation stories of the next decade' – Sean Kelly, Parity Wealth Managers.

Nick Kunze of Sanlam Private Wealth discusses US jobs data, TFG's trading update, and AngloGold Ashanti's Q1 results. Sharon Mmitsi of National Debt Advisors weighs in on the high price of fuel – it's not all about the war in Iran. Plus, Parity Wealth's Sean Kelly on societal shifts and healthcare/biotech innovation.

End-March 2026 interims reflect a battle with tariffs, currency and cost surges –CEO Steve Minnie.

Matete Thulare of Investec weighs in on the update from Gold Fields – production up, but so are costs – should investors be concerned? Sappi CEO Steve Binnie on half-year results that saw write-down and tough trading conditions. Plus, Simon's thoughts on recent hyperscalers results that saw Remaining Performance Obligations or RPOs surge to almost $ 1.5 trillion.

'We are seeing the composition moving more towards the Chinese vehicles' – Wafeeqah Lagerdien, Futuregrowth Asset Management.

Kieran Witthuhn of Anchor Capital weighs in on Disney and Ferrari's latest results, the market response, and if he's seeing value? Futuregrowth Asset Management's Wafeeqah Lagerdien on local vehicle sales and the debt market. Plus, Damon Sivitilli of Vantage Debt Management on young South Africans becoming the fastest-growing debt grouping.

Marriott CIO Duggan Matthews explains why boutique firms now have a real advantage thanks to AI-driven agility and smarter workflows.

Kea Nonyana of PrimeXBT discusses AB InBev's Q1 numbers that saw beer volumes higher, plus insights on Aspen starting production of insulin at its sterile facility in Gqeberha. Marriott CIO Duggan Matthews weighs in on how they're using AI in their investment process. And, Stonehage Fleming Investment Management SA's CIO Bryn Hatty talks about how the rand's outlook reversed and where to next.

Reza Hendrickse from PPS Investments says one ‘would think that this is a good time to be holding more EMs than maybe you have been holding in the last couple of years'.

Another fuel price surge for May is piling pressure on consumers. We speak to Gary Booysen from Rand Swiss about the impact on discretionary spending. Reza Hendrickse from PPS Investments unpacks how they positioned portfolios as war in Iran broke out, the market reaction they expected, and their current view on EMS exposure. Sam Mokorosi from the JSE on last month's launch of Africa's first Nature-Linked Performance-Based Bond – and what it could mean for sustainable finance on the continent.

Professor Adrian Saville from Gibs draws parallels between today and the 1970s, when oil prices surged tenfold and inflation reached 25% in some countries.

Petri Redelinghuys of Herenya Capital Advisors on whether gold remains the safe-haven play amid inflation and market uncertainty. Prof Adrian Saville of Gibs (Gordon Institute of Business Sciences)on rising stagflation fears as inflation picks up and growth stalls. Arno Abeln of Agrimark on the resilience of pet food demand and the trend towards premiumisation.

BDO Wealth's Shaun Chennells highlights that money is a leading cause of divorce, making premarital financial counselling just as essential as relationship counselling for couples building a life together.

Kea Nonyana of PrimeXBT unpacks JP Morgan's increased stake in Sibanye-Stillwater and Astral Foods's latest trading update. BDO Wealth's Shaun Chennells looks at how marriage, shared finances and complex wealth structures intersect.

‘Digital infrastructure and connectivity are high up in terms of the themes we look to get behind' – Mineworkers Investment Company CIO Nchaupe Khaole.

Independent analyst Jimmy Moyaha unpacks the UAE's exit from Opec and Opec+ and what it means for oil markets. Nchaupe Khaole of the Mineworkers Investment Company discusses SA's economic recovery and why capital may not be reaching SMEs. Plus, Binance's Larry Cooke on the rise of crypto across Africa and what's driving adoption.

Discovery Bank CEO Hylton Kallner reflects on respondents' trends – from increased online betting and use of weight-loss drugs to healthier eating habits and being ‘disciplined, deliberate, and value conscious'.

Independent analyst Jimmy Moyaha unpacks China's order for Meta to unwind a major AI deal, as global tech tensions continue to escalate. Discovery Bank CEO Hylton Kallner joins us to discuss new data revealing a rise in consumer spending on health and online gambling – and what's driving this changing behaviour. Harris Gorre from Grovepoint Investment Management looks at whether the US private credit boom is beginning to wobble and what risks that could pose for broader markets.

‘When people sell assets globally, they often come to South Africa because we have some of the most liquid equity, bond, and currency markets': Warren Buhai – Senior Portfolio Manager, STANLIB Asset Management.

Clicks sells off following its latest results – we unpack the market reaction with Petri Redelinghuys from Herenya Capital Advisors. Is this about the numbers, or a consumer under growing pressure? Warren Buhai of STANLIB Asset Management weighs in on rising private credit risks in the US – and whether they pose any real threat locally. Plus, Simon's take on big leadership shifts: Reed Hastings steps back from Netflix, and Tim Cook exits Apple – what does it mean for markets and investor confidence?

‘Once you start understanding … and simplifying things for yourself, we feel that it does empower you to make a more informed decision in terms of where to invest' – Duma Mxenge, Head of Business and Market Development at Satrix.

Kea Nonyana from PrimeXBT unpacks strong Capitec results and BHP's latest update. Lismore Burke from CFI Financial Group shares what you need to know before you start trading – and why trading is not gambling. Plus, Satrix's Duma Mxenge explains how to understand your fund's fact sheet and MDD.

An initial ‘€200 million is coming in as a loan in order for us to improve our infrastructure and be able to mine these minerals effectively' – Harry Scherzer, CEO at Future Forex.

Chantal Marx from FNB Wealth and Investments unpacks Afrimat's latest update – is the weakness a warning sign? Harry Scherzer, CEO of Future Forex, explains why Europe is emerging as an increasingly valuable long-term partner for South Africa. Lucia Bergh from PwC South Africa highlights how local family businesses are outperforming global peers – and still delivering double-digit growth.

‘There are a lot of things you can do as a government to get your hands on people's savings, but you can't force foreigners to buy your debt' – Izak Odendaal, Old Mutual Wealth Investment Strategist.

Petri Redelinghuys from Herenya Capital Advisors unpacks US software stocks after the selloff diven by vibe coding fears. Izak Odendaal from Old Mutual Wealth Investment looks at resilience as the Iran war becomes the fifth major global crisis in just six years. And, for Financial Literacy Month, Kashif Noor from Ashburton Investments joins us to discuss wealth beyond budgeting.