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‘If the bet is 100% that Pick n Pay won't turn around that just seems too severe, and I'm prepared to bet against that' – John Biccard from Ninety One.

Nick Kunze of Sanlam Private Wealth weighs in on the potential long-term impacts and opportunities as the Iran war moves into its fourth week, and analyses TFG's trading update. Momentum Group CEO Jeanette Marais on the latest results. John Biccard of Ninety One on managing being a value investor and undertanding value and risk.

Hlelo Giyose from First Avenue Investment Management explains the yellow metal's constancy compared to every other investment asset.

Matete Thulare of Investec on the rand, which has been holding on fairly well. But, is the collapse still to come? Hlelo Giyose of First Avenue Investment Management weighs in on gold, how it's priced, and the stock-to-flow ratio impact on commodity prices. And, Simon's thoughts on using AI to help with investing.

Wiehahn Koch explores the bank's innovative ‘purpose lending', which links credit to specific life improvement goals like mobility and education – rather than mere consumption.

Kea Nonyana from PrimeXBT unpacks the latest from PPC, dives into iOCO's results, and breaks down what the Fed's dot plot signals for markets. Dr Roelof Botha shares insights from the Q4 2025 Afrimat Construction Index, highlighting key trends shaping the sector. Wiehahn Koch from Capitec explores the advantages of smart lending – and why the traditional lending model is under pressure.

Head of Fixed Income Private Markets Johan Marnewick explains the fund's structure, focusing on investing in operational renewable energy assets to deliver immediate returns, while supporting South Africa's energy transition.

Almost three weeks into the Iranian war, what's the impact on global equity markets? Anchor's Reko Nare unpacks the pressure points, with emerging markets taking more pain than developed peers. Tian Pan from Prescient China outlines the investment case for China – and what sets their new PANDA actively managed ETF apart. Plus, Johan Marnewick of STANLIB Asset Management joins us as the Khanyisa Energy Transition Fund reaches a first close of R5 billion.

‘If we're underestimating our booms, it means people are going to put less money into the economy than they actually should. … [If] investment is down, GDP is down' – Helenya Fourie, senior economist at the Bureau for Economic Research.

Independent analyst Jimmy Moyaha unpacks Optasia's results as the stock trades below its 1900c IPO price. Helanya Fourie from Bureau Economic Research explains why GDP is no longer enough – and why we need a faster, more responsive alternative. Plus, Jono Bowling from Standard Bank Group breaks down the auto call feature in structured products and unpacks their new AI version, now open for applications.

‘If businesses don't adopt or even consider developing a stablecoin strategy, they are accumulating what I like to call 'optionality risk' – Chanal Subramoney from Yellow Card.

Oil remains elevated, but with global drawdowns still fairly modest, Nick Kunze of Sanlam Private Wealth asks whether Sasol's latest move signals more upside or is simply an oil-leverage trade. Chanal Subramoney from Yellow Card makes the business case for a stable coin strategy. And with the new tax year underway, Siphamandla Buthelezi of NMG Benefits looks at two-pot access reopening and what the latest data is telling us.

Ayesha Hatea from TransUnion Africa discusses the surge in new vehicle sales driven by affordability, extended loan terms, the popularity of Chinese brands, and generational buying trends.

Schalk Louw from PSG Old Oak unpacks Standard Bank's strong-looking results, with the group now deriving 40% from the rest of Africa, while we also touch on Woolies's sudden CEO exit and ongoing oil pressure. Ayesha Hatea from TransUnion Africa joins us on the new trends emerging after new vehicle sales hit a decade high. Plus, Simon asks whether the Iranian war could prove to be another Taco trade.

Eighty20 director Andrew Fulton points out that only 10% of South Africans believe they'll be able to retire comfortably at age 60.

Shaun Dendere, independent analyst, weighs in on OUTsurance's strong performance and special dividend, and looks at Harmony's results – and what the market didn't like. Metair delivered solid profits from continuing operations. But a lingering concern remains. Paul O'Flaherty, CEO of Metair, joins us to discuss the results and the ongoing uncertainty around the EU Rombat fine. And debt pressure is shifting. Andrew Fulton from Eighty20 breaks down new data showing seniors are taking on – and defaulting on – increasing levels of debt.

Old Mutual Wealth investment strategist Izak Odendaal thinks the Sarb will consider the bigger risk here to be a rise in the unemployment rate.

Zimele Mbanjwa from FNB Wealth and Investments unpacks the latest Absa results. The bank screens as the cheapest locally – but do the numbers actually translate into real value for investors? Sean Wibberley, CEO of Weaver Fintech, joins us as the company hits four million customers and lands major partners Takealot and Shoprite on its BNPL platform. And Izak Odendaal from Old Mutual Wealth Investment weighs in on the oil price's impact on global inflation – and what it could mean for the next moves from central banks.

Bryn Hatty of Stonehage Fleming Investment Management SA explores the transformative impact of AI beyond tech giants and stresses the growing role of private markets.

Independent analyst Jimmy Moyaha unpacks AVI's solid results, with the group managing to hold margins despite a tough operating environment. Mpact CEO Bruce Strong joins us on a mixed set of results – and why, with major capital projects now largely complete, the business should start seeing the payoff. Plus, Bryn Hatty, CIO of Stonehage Fleming Investment Management SA, on three investment trends that matter for South African investors.

Keith McLachlan of Element Investment Managers explains how higher petrol and diesel prices drive up transport costs, affecting producers and retailers differently.

Nick Kunze from Sanlam Private Wealth breaks down the latest US jobs data, the move in oil, and Grindrod's latest results. Keith McLachlan of Element Investment Managers unpacks how food inflation hits retailers versus producers. Morningstar's Ryan Murphy joins us to discuss how investors can recognise – and manage – the behavioural biases that quietly shape investment decisions.

Alex Tsepaev from B2PRIME Group explores some ‘crisis' mistakes that investors jump into.

Implats delivered a strong set of numbers – so why did the market still look unimpressed? Matete Thulare from Investec unpacks the results and explains why the bank expects all PGMs to move into supply deficits in 2026. Then Alex Tsepaev from B2PRIME Group joins us on gold: the “safe haven” label, what's driving the trade right now, and the moments when gold can actually add risk to a portfolio. Plus Simon's take on what a protracted Iranian war could mean for South Africa's economy – from oil and inflation to the rand and growth.

‘Expect the unexpected and don't panic' – Philip Short from Flagship Asset Management stresses the significance of a balanced investment approach amid currency fluctuations.

Kea Nonyana from PrimeXBT unpacks Woolworths's latest results – is the fashion segment finally turning the corner? And after the recent war-driven market selloff, has he been buying the dip or staying on the sidelines? Cashbuild CEO Werner de Jager joins to discuss results that delivered margin expansion despite price inflation of just 0.8% – what's driving the resilience in the building materials retailer? Philip Short, global fund manager at Flagship Asset Management, weighs in on how investors should think about the rand, particularly when balancing local portfolios with offshore investments.

Dylan Govender from Investec Commercial Banking considers how US tariff changes could boost SA exports.

After a modest Monday, Tuesday delivered intense selling. Petri Redelinghuys from Herenya Capital Advisors joins us to unpack the volatility – and how he's positioning portfolios in a market that's quick to punish complacency. Shoprite CEO Pieter Engelbrecht on results that defied food deflation, while Sixty60 continues to boom. The key question: how long can that growth run before it matures? And Dylan Govender from Investec Commercial Banking on local supply chains after the US tariffs got struck down and the attack on Iran – what it means for trade flows and business confidence.

CEO Lance Foxcroft considers the good news in KZN, his strategy to compete with dumped tile imports, and some difficulties in Australia.

Independent analyst Jimmy Moyaha unpacks robust JSE results as the bull run and record highs flow through to the group's earnings. Lance Foxcroft, CEO of Italtile, talks tough numbers as strained consumers and rising imports bite – with the Itac dumping decision now key. Rob Field, CFO of RCL Foods, breaks down results in which sugar dragged, but groceries delivered the upside.

‘The highlight to me ... is that they are bullish equities. For bonds there's not that much interest' – John Morris, Bank of America SA strategist.

Nick Kunze from Sanlam Private Wealth unpacks Vukile's aggressive push into Spain and what oil and global markets are signalling amid attacks on Iran. Professor Adrian Saville from GIBS weighs in as Trump steps into another conflict, even as efforts to end the Ukraine and Gaza wars stall. John Morris of Bank of America SA breaks down their latest fund managers survey for 2026 – investors are bullish, but on which sectors? And what are the expectations for prime rates and the rand?

Sylvester Kobo from STANLIB argues debt stabilisation and a widening primary surplus strengthen the case for investment-grade status within three years.

Schalk Louw from PSG Old Oak weighs in on Spar after the stock shed a quarter of its value in the week following the CEO's sudden departure. He also unpacks solid results from Spur and reflects on a market that, as we close out month two of the year, remains firmly driven by resources. Sylvester Kobo of STANLIB Asset Management assesses the state of SOE bond issuance and where the real opportunities lie in fixed income. And Simon considers the positive wealth implications of the latest budget – a notable shift after decades of little meaningful change.

‘We have certainly been able to take advantage of the good conditions we have had on the SA vehicle side' – CEO Ockert Janse van Rensburg.

Pooja Tanna from Perpetua Investment Managers unpacks the Budget's impact on local bonds – and looks longer term at whether sustained debt reduction could further support bond yields. Motus CEO Ockert Janse van Rensburg on a strong set of results, with improved vehicle sales boosting margins and underpinning performance. Bidcorp CFO David Cleasby explains how the group delivered solid operational leverage despite muted trading conditions, highlighting resilience in a tough environment.

Aroni Chaudhuri from Coface Africa fleshes out how a weaker US currency impacts emerging markets like SA.

Zimele Mbanjwa from FNB Wealth and Investments on strong Super Group results that pushed the share price higher in a sea of red. Adrian Macartney, CFO of Aveng, as the group swings back to profit and reins in its two troubled projects. Coface's Aroni Chaudhuri on the US dollar outlook – is further weakness on the cards, and what it could mean for the local economy?

‘That would give a great message to savers and investors and encourage them to save more for themselves' says etfSA's Nerina Visser.

Gary Booysen from Rand Swiss unpacks Sasol's results and weighs up whether the value case still stacks up, or if better opportunities lie offshore. Nerina Visser from ETFsa on the odds of higher Regulation 28 thresholds or an increase in tax-free investment limits in Wednesday's budget.  Warren Buys from Private Client Holdings talks cutting through market noise and positioning for the long-term structural AI trade.

Jason Swartz of OMIG reflects on the positive 2025 developments and considers looming political challenges ‘more as noise than a significant risk'.

Nick Kunze from Sanlam Private Wealth unpacks the tariff turmoil after the Supreme Court rules them illegal, as US GDP prints softer and PCE inflation runs hot. Jason Swartz from Old Mutual Investment Group weighs up where the next surprises could land – and whether year-end elections pose any real market risk. Shannon Friedman, CEO of VAT Modernisation SA, outlines what it will take to overhaul South Africa's Vat system.