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'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.

Matete Thulare from Investec unpacks why a hawkish Fed FOMC left the rand weaker and whether the local currency can still break below R16/$ again. Dr Thomas Brennan, founder and CEO of Franc, discusses the Wealth Index Report 2026 and why women consistently tend to be better investors. Plus, Simon weighs in on SpaceX's fast-tracked inclusion in global indices – and what that means for the ETFs tracking them.

‘Stocks start to outperform consistently in a new sector or subsector, so the leaders will show their hand. I think that's the key and we've got to be on the lookout for them' – Sean Ashton, Private Clients by Old Mutual.

Petri Redelinghuys of Herenya Capital Advisors asks whether consumer stocks are worth a look as fuel prices trend lower and the rate-hiking cycle appears to be over. Kobus Gertenbach, CEO of Premier Group, unpacks strong full-year results, new production capacity and how lower input costs are supporting margins. Sean Ashton from Private Clients by Old Mutual explains why earnings matter more than headlines when assessing investment opportunities.

'There's no communication between national and the provinces, so everything just sits' – Paul Matthew, CEO, Association of Meat Importers and Exporters of Southern Africa.

Considering the US-Iran peace deal, Zimele Mbanjwa from FNB Wealth & Investments unpacks which sectors and stocks could stand to benefit as lower oil prices, easing inflation pressures and improving market sentiment reshape the investment landscape. Paul Matthew, CEO of the Association of Meat Importers and Exporters of Southern Africa, discusses the opportunities and hurdles facing local exporters. Kim Potgieter, CFP, explains why accumulating more money doesn't automatically make you wealthy.

‘I really do encourage companies that are disclosing these ratios not to just disclose a cold ratio with no context, and also not to just disclose the ratio as a compliance exercise' – Leila Ebrahimi from PwC South Africa.

Viv Govender from Rand Swiss talks SpaceX and the opportunities he finds most attractive in the AI sector right now. Leila Ebrahimi of PwC unpacks what the newly signed Companies Act means for executive pay.

Haim Israel, Head of Global Thematic Investing Research at the Bank of America, describes the gargantuan role of AI in planning, directing and evaluating this year's global soccer tournament in all its complexity.

Hello SpaceX. As the biggest IPO ever hits markets today: What is SpaceX? Thoughts, opportunities? Jimmy Moyaha weighs in. Bank of America's Haim Israel on the 2026 Fifa World Cup. It will be the largest ever, AI is everywhere but can it predict the winner? And, Simon's thoughts on gold, why the sell off?

Shergeran Naidoo, head of stakeholder engagement shares the latest readings of the PayInc Economics Index.

Lonwabo Maqubela of Perpetua Investment Managers unpacks the horror Spar results, even as the stock firmed on results day. PayInc's Shergeran Naidoo on the PayInc Economic Index, which declined significantly in May. Plus, Dr Roelof Botha, on the latest Altron FinTech Household Resilience Index.

CEO Bradley Sacks points out that the Halo Dot offering, enabling Apple's Tap to Pay iPhone launch in South Africa, is not a ‘fairly' big deal, but a ‘big' deal.

Kea Nonyana of PrimeXBT on SA's better GDP reading, but is it sustainable? What's troubling PGMs, plus SpaceX, Anthropic and OpenAI mega IPOs. Araxi CEO Bradley Sacks talks group results, which saw revenue and Heps slip. And, Eighty20's Andrew Fulton on young SA consumers facing mounting credit stress.

The group's CEO Seelan Gobalsamy shares insights on its latest 'strong set of results' and expectations for the year ahead.

Nick Kunze of Sanlam Private Wealth unpacks the US markets overnight, after last Friday's tech sell-off, and PPC's latest results. Omnia CEO Seelan Gobalsamy discusses the group's strong set of results, as its chemicals unit returned to profit and Africa agri delivered a robust recovery. Plus, Future Forex CEO Harry Scherzer on what we can expect from SA's Q1 2026 GDP data that's due out later this morning.

Dr Greg Cline, head of portfolio management at Investec, shares insights on the energy and freight shock costs rippling through local supply chains.

Petri Redelinghuys of Herenya Capital Advisors unpacks what sent the Nasdaq almost 5% lower and what sent Mr Price almost 15% higher on Friday. Dr Greg Cline, head of portfolio management at Investec, shares insights on the energy and freight shocks rippling through local supply chains. Plus, Consult by Momentum's CEO Johan Minnie on managing market dips.

Transparency and consistency in REIT reporting for investor confidence 'If you are a member of SA Reits, you must disclose the prescribed terms within the Best Reporting Recommendations, and if you don't you need to give a reason why' – Leon Kok, chair, SA Reit Association Accounting and JSE Committee.

Independent analyst Jimmy Moyaha on the Ninety One results after the market initially sold off the stock. Asset managers should be benefiting from stronger markets, but is rising volatility starting to weigh on sentiment? Leon Kok from the SA Reit Association on the launch of the third edition of its best-practice guidelines for Reits and what it means for the sector. Simon's thoughts: Is the AI rally a boom or a bubble – and does the distinction even matter for investors?

Old Mutual Wealth Strategist Izak Odendaal explores what the AI-driven capital expenditure boom means for investors.

Petri Redelinghuys from Herenya Capital Advisors unpacks Bitcoin as it trades near its lows for the year and almost 50% below its highs. Izak Odendaal from Old Mutual looks at the AI capex boom and the growing concentration risk facing investors. Plus, Ged Nooy of Field Force asks who's winning the payments battle in the township economy – traditional banks or fintechs?

Christo de Wit of Luno says that since the launch of tokenised stocks and ETFs last year, ‘we've now crossed the 50 000 customer mark' with particular interest from the younger generation.

Chantal Marx from FNB Wealth and Investments unpacks Telkom's latest results and looks ahead to the Canal+ listing today – is there real investor appeal in the new listing? Christo de Wit from Luno discusses the rise of tokenised equity assets and why they're increasingly capturing the attention of younger investors.

‘We call it unravelling the black box … We allow banks to understand how people actually manage their money in real life' – Eshmael Mpabanga from Intellect Design Arena.

Alyssa Viljoen from Merchant West Investments unpacks the Tiger Brands results and assesses the investment prospects after a disappointing year. Kieran Witthuhn from Anchor discusses their two actively managed ETFs, explaining how AMETFs work and the potential benefits for investors. Eshmael Mpabanga of Intellect Design Arena explores how AI is helping lenders reach and serve ‘invisible' consumers traditionally excluded from credit markets.

'Many emerging markets really do look like the adults in the room when you're comparing them to some of the developed markets out there, ironically,' says Grant Webster from Ninety One.

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's latest results – revenue growth, but little else to cheer – and Spar's shock update that sent the share price to multi-year lows. Grant Webster from Ninety One discusses how emerging markets have become increasingly resilient to external shocks and why investors are taking notice. Jonty Sacks from Jaltech explains what happens when a Section 12J investment reaches its mandatory five-year maturity – and the key tax considerations investors need to understand.

Bitexen CEO Mark Diuga clarifies the intent of the Draft Capital Flow Management Regulations on cryptocurrency.

Schalk Louw from PSG Old Oak breaks down strong results from Lewis and Life Healthcare – and why the market still sold the stocks off. Mark Diuga, CEO of Bitexen, unpacks the Sarb and National Treasury's updated statement on the draft capital flow management regulations, which has helped calm initial market fears. Plus, Simon shares why SpaceX is increasingly being valued as an AI company rather than just a space stock.

‘One would hope through this process that one can in that way enhance dealmaking and enhance growth of the economy' – Ahmore Burger-Smidt, Werksmans Attorneys.

Petri Redelinghuys of Herenya Capital Advisors weighs in on the Mag 7 as the basket trades at all-time highs: buy, sell or hold? Vishal Rama from Prescient previews this afternoon's MPC rate decision: hike or unchanged? Plus, Ahmore Burger-Smidt of Werksmans Attorneys unpacks changes to M&A regulations that could streamline the process.

'Real estate is a place where you start off with a large fortune and you end up with a small one. I think the opposite holds true for Eastern Europe over the past two decades' – MAS CEO Mihail Vasilescu.

Zimele Mbanjwa from FNB Wealth and Investments unpacks Pepkor's latest results, where fintech delivered strong momentum while clothing sales were more subdued. Mihail Vasilescu, CEO of MAS, discusses listed property in Eastern Europe – a high-growth sector attracting growing South African interest. Justin Thom of Galetti Corporate Real Estate looks at how the evolution of online shopping is forcing traditional bricks-and-mortar retail to rethink and adapt.

'Skilled [fintech banking] opportunities are essentially finding exit routes via African capital markets, and that's a trend which is happening … and long may it last' – Adesoji Solanke, head of Fintech and Banks investment banking origination at Absa CIB.

Faheema Adia from Momentum Securities unpacks Pick n Pay's results as the turnaround continues and supermarket revenue comes under pressure. Absa CIB's Adesoji Solanke weighs in on Africa's fintech market amid fresh IPO activity and new investment, and Fedgroup's Rob Timmis discusses its R500m IDC funding boost for renewable energy projects.

'It's not about when there will be a recession or a downturn; it's how we respond, react, and behave when it does happen' – Mark MacSymon, Private Client Holdings.

Independent analyst Jimmy Moyaha unpacks the latest Richemont results – are consumers still splurging on luxury, and does Moody's slight upgrade signal improving sentiment around SA? Afrimat CEO Andries van Heerden talks through a tough second-half performance as weaker iron ore prices and Nkomati writedowns weigh on results. Mark MacSymon from Private Client Holdings explains why the biggest threat to long-term wealth creation isn't market volatility – it's investor behaviour.

Andrew Middleton, CEO of Go Solar, reflects on the dramatic.

Schalk Louw of PSG Old Oak unpacks Southern Sun's results as the G20 boost lifts earnings. We also look at the coming wave of mega IPOs – with SpaceX confirmed for June and OpenAI and Anthropic likely to follow – and ask whether investors should be interested, and how to get exposure. GoSolr CEO Andrew Middleton on municipalities' latest revenue grab through your power bill, and Simon's take on rising bond yields and what they mean for stock valuations.