MoneywebNOW

Thethe Mokele from Pinsent Masons explores the decline of SA's construction sector and the rise of SMEs through joint ventures and government support.

Petri Redelinghuys from Herenya Capital Advisors unpacks AngloGold Ashanti's results and asks whether gold miners are still worth holding. Thethe Mokele of Pinsent Masons explores the key shifts reshaping South Africa's construction industry, while Shaun Meintjes from Consult by Momentum shares practical insights on preparing your children to inherit your wealth.

‘I think it's vital that people understand that once you've given the funds to the trust, they now belong to the trustees to look after for the benefit of the beneficiaries': Elana Nel, fiduciary specialist at Ninety One.

Josh Viljoen from Merchant West Investments unpacks Mondi's tough results – and why the market still liked what it saw – before turning to Woolies's trading update, which points to a challenging second half. Elana Nel from Ninety One explains whether a foreign trust has a place in your estate plan and the key considerations before making that decision. Simon shares his thoughts on why deflation is a growing problem for retailers – and why consumers may not benefit as much as they expect.

Andrea Slabber from Trade Intelligence considers the steep rise in online gambling a big factor curbing growth over the past year.

Dylan Bradfield from Sharenet, unpacks Valterra's very strong results despite softer PGM prices over the period, and shares his quick take on the latest FOMC decision. Andrea Slabber from Trade Intelligence joins us with fresh insights into SA's R109 billion liquor retail market. Kasief Isaacs, CEO of Creation Capital, discusses the firm's newly launched R3 billion hybrid debt fund and its aim to close the funding gap for SA's underserved mid-corporate market.

Sean Kelly of Parity Wealth explores why the ‘Mag Seven' isn't the only game in town anymore.

Chantal Marx from FNB Wealth and Investments unpacks Boxer's latest update as food deflation persists, and explains why the market gave Canal+ results such a warm reception. Sean Kelly from Parity Wealth joins us to discuss growing global fragmentation, what it really means for investors, and how portfolios should adapt. Jason Green from Fedgroup rounds out the show with a look at SA's private credit market and the funding behind the R242 million Vikela Safari Lodge.

‘We actually need periods where the market loses its sensibilities and relaxes its typical risk tolerance, spurring the development of technologies that propel society forward' - Nico Katzke, head of portfolio solutions, Satrix.

Danie Dörfling from Moore Infinity unpacks Vodacom's latest update, including the dividend payout ratio cut, and asks whether telcos still deserve a place in an investment portfolio. PayInc CEO Stephen Linnell joins us to discuss the evolution of payments as consumers increasingly shift to apps and digital wallets. Plus, Satrix's Nico Katzke explores asset bubbles, the mistakes investors repeatedly make, and how to avoid getting caught up in market euphoria.

'It's a bit of a wild time, but it's certainly very exciting to figure out what to do' – Jacques Conradie, CEO of Peregrine Capital.

Kea Nonyana from PrimeXBT unpacks Alphabet's latest results, with capex now approaching $200 billion, and what they mean alongside Intel's numbers. Peregrine Capital CEO Jacques Conradie joins us to discuss technological advancements and the biggest macro risks facing the local market. Plus, Thomas Berry from PSG Wealth shares how to make the most of tax allowances to help grow your wealth.

Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards.

Kea Nonyana from PrimeXBT unpacks Mr Price's latest trading update, alongside production updates from Anglo American and Kumba. Mark Salmon from Differential Capital explains the firm's acquisition of Cementation Africa from Murray & Roberts's business rescue, how the deal was structured, and whether a future listing is on the cards. Simon also shares his take on two major AI breakthroughs from the past week: ChatGPT's hacking success on Hugging Face and the launch of Kimi K3.

'A great example we're working on is the tokenisation of a vineyard near Stellenbosch in the Western Cape' – Bitexen CEO Mark Diuga.

Faheema Adia from Momentum unpacks Pepkor's deal to combine Flash and Shop2Shop, creating a R20 billion revenue business. Maahir Jakoet of the Old Mutual Global Islamic Equity Fund explains Shari'ah investing and why it can be an effective low-volatility strategy for a wide range of investors. Plus, Mark Diuga, CEO of Bitexen South Africa, joins us to discuss digital ownership and why the tokenisation of assets could shape the future of investing.

‘I think we're looking at an environment where rates can perhaps stay higher for longer' – Tertia Jacobs, Treasury Economist and Fixed Income Specialist, Investec.

Zimele Mbanjwa from FNB Wealth & Investments unpacks Sasol's business performance metrics. Or has the investment case become all about oil prices and geopolitical conflict? Benay Sager from DebtBusters discusses the latest 2026 Money Stress Tracker and what it reveals about the financial pressure facing South Africans. Tertia Jacobs from Investec looks ahead to this week's key macro events: Wednesday's CPI data and Thursday's MPC interest rate decision.

‘What we're seeing now is that for the under- and over-60s side hustles are becoming the new normal', notes Renee Coughlan from FNB Wealth and Investments.

Independent analyst Jimmy Moyaha unpacks Thungela – one of his picks in the Moneyweb Investor Challenge. It's been a wild ride for the coal miner, but does it still deserve a place in investors' portfolios? Therese Grobler from Momentum Financial Planning explains why inconsistency is one of the biggest threats to long-term investing success. Renee Coughlan from FNB Wealth and Investments discusses the latest retirement survey, which shows more South Africans now have a retirement plan in place.

‘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.