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John Maytham is joined by Crystal Orderson as, the RMB Africa Focus series is back on CapeTalk to give insights into Africa’s economic resilience and why the continent remains central to global investment conversations. As a leading African corporate and investment bank, RMB plays an active role in Africa’s growth; and through the RMB Africa Focus series, highlights some of the forces driving change across the continent.This week, we turn our attention to Africa’s Economic Growth Opportunities in Maximising Critical Minerals Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
China's central bank governor Pan Gongsheng says the country will establish an international operation center for the digital RMB.
Crystal Orderson hosts this edition of RMB Africa Focus on CapeTalk, exploring Africa’s just energy transition and the financing needed to support it. From green shares to gender bonds, the conversation highlights how the continent can unlock investment at scale while ensuring inclusive and sustainable growth. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
This evening we dive into market movements with Kruger International, we speak to Mango's business rescue practitioner about the airline's future, RMB gives us details about SA's R26bn infrastructure loan from the World Bank, Sanlam Investments helps us understand the ‘Taco' trade scenario, we discuss Africa's digital divide with GSMA, and in our Executive Lounge feature, we chat to former Eskom COO Jan Oberholzer about his decades in the energy space. SAfm Market Update - Podcasts and live stream
Our Head of Asia Technology Research Shawn Kim discusses China's distinctly different approach to AI development and its investment implications.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Shawn Kim, Head of Morgan Stanley's Asia Technology Team. Today: a behind-the-scenes look at how China is reshaping the global AI landscape. It's Tuesday, June 10 at 2pm in Hong Kong. China has been quietly and methodically executing on its top-down strategy to establish its domestic AI capabilities ever since 2017. And while U.S. semiconductor restrictions have presented a near-term challenge, they have also forced China to achieve significant advancements in AI with less hardware. So rather than building the most powerful AI capabilities, China's primary focus has been on bringing AI to market with maximum efficiency. And you can see this with the recent launch of DeepSeek R1, and there are literally hundreds of AI start-ups using open-source Large Language Models to carve out niches and moats in this AI landscape. The key question is: What is the path forward? Can China sustain this momentum and translate its research prowess into global AI leadership? The answer hinges on four things: its energy, its data, talent, and computing. China's centralized government – with more than a billion mobile internet users – possess enormous amounts of data. China also has access to abundant energy: it built 10 nuclear power plants just last year, and there are ten more coming this year. U.S. chips are far better for the moment, but China is also advancing quickly; and getting a lot done without the best chips. Finally, China has plenty of talent – according to the World Economic Forum, 47 percent of the world's top AI researchers are now in China. Plus, there is already a comprehensive AI governance framework in place, with more than 250 regulatory standards ensuring that AI development remains secure, ethical, and strategically controlled. So, all in all, China is well on its way to realizing its ambitious goal of becoming a world leader in AI by 2030. And by that point, AI will be deeply embedded across all sectors of China's economy, supported by a regulatory environment. We believe the AI revolution will boost China's long-term potential GDP growth by addressing key structural headwinds to the economy, such as aging demographics and slowing productivity growth. We estimate that GenAI can create almost 7 trillion RMB in labor and productivity value. This equals almost 5 percent of China's GDP growth last year. And the investment implications of China's approach to AI cannot be overstated. It's clear that China has already established a solid AI foundation. And now meaningful opportunities are emerging not just for the big players, but also for smaller, mass-market businesses as well. And with value shifting from AI hardware to the AI application layer, we see China continuing its success in bringing out AI applications to market and transforming industries in very practical terms. As history shows, whoever adopts and diffuses a new technology the fastest wins – and is difficult to displace. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.
The RMB Africa Focus series is back on CapeTalk to give insights into Africa’s economic resilience and why the continent remains central to global investment conversations. Lester Kiewit speaks to Crystal Orderson about Africa’s just transition and energy mix, addressing issues such as access to finance and mobilising resources for climate action projects across Africa. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Matete Thulare of RMB weighs in on the rand – can the currency's newfound muscle keep flexing? Ian Anderson at Merchant West Investments reviews May's Reit run – are there still bargains in the sector? Petri Redelinghuys from Herenya Capital Advisors: What alt-coins catch his eye apart from Bitcoin?
This evening we dive into market movements with Sasfin Wealth, we speak to Ninety One and Spar about their respective results, RMB gives us insight into business confidence figures for Q2, we speak to Allan Gray about the price of optimism, and in our Executive Lounge segment we get to know Curro CEO Cobus Loubser. SAfm Market Update - Podcasts and live stream
We Like Shooting Episode 613 This episode of We Like Shooting is brought to you by: Gideon Optics, Rost Martin, Medical Gear Outfitters, Die Free Co., Night Fision, Blue Alpha, and Matador Arms Welcome to the We Like Shooting Show, episode 613! Our cast tonight is Jeremy Pozderac, Aaron Krieger, Nick Lynch, and me Shawn Herrin, welcome to the show! GunCon PUBLIC EVENT - June 28th Location - Cleveland, Ohio at the Twist Drill Building (1242 E 49th St) Industry/Media Events - June 25-28 (Mixed locations around Cleveland area) https://guncon.net/event/guncon-2025/ use code wlsislife for $5 off GOALS August 9th and 10th in Knoxville, Tennessee. https://events.goa.org/goals/ - Chris Toomer,CEO and co-founder of Rost Martin https://www.rostmartin.com/ Insta: @rostmartininc https://www.instagram.com/rostmartininc/ Gear Chat Nick - Wildebeest Insights Unleashed Impulse Research Wildebeest https://rumble.com/v4flgqt-wildebeest-animation.html?e9s=src_v1_upp Shawn - Battleshell™ Universal Phone Pouch Review The Battleshell is a new universal smartphone pouch designed for attachment to plate carriers and MOLLE platforms, providing accessibility while protecting devices. Its construction allows for rapid access and adaptability, potentially enhancing functionality for users in tactical environments. The product's release may impact the gun community by offering a practical solution for incorporating smartphones into gear setups, streamlining operations and communications. Shawn - Mischief Machine Unleashed Mischief Machine Fuse Savage - Meshtastic - Toxic relationship Bullet Points Shawn - Recoil Tech Made Simple Foxtrot Mike clear up - Shawn, the RMb has some reciprocating mass, and a surprisingly complex design that affects recoil in 2 ways. ,When the mass of a pcc moves all the way rearward and the buffer smacks the end of the buffer tube, there is a mechanism that compresses with a heavy weight spring, and inside the buffer, it terminates against a high durometer urethane puck inside the buffer.,For the other end of the recoil stroke, there is reciprocating mass that helps keep the bolt in battery, and is there to overcome bolt bounce. As you add mass (its 9.5 ozs so lil on heavy side), recoil goes down, at the cost of bolt bounce.,I'd love to send you all a couple samples if you want to check them out? ,RMB:,https://www.theoutdoorwire.com/releases/13d43336-a442-4018-837f-c269dde4cede,Maybe a VFM-9 upper (on sale now for $239)?,https://www.theoutdoorwire.com/releases/0bd2ba31-3579-4569-b070-e8b453d1b778,https://store.fm-products.com/products/fm-products-5397-1463b865-bbbc-4aed-be84-60f5c638509d,This is new, our Foldyboi (on sale now for $399 w RMB buffer):,https://www.theoutdoorwire.com/releases/fddc398f-49b3-41ef-9f84-8de727349b77,https://store.fm-products.com/products/fm-products-foldyboi-lwr-rmb-5397 Shawn - Soft Body Armor Trends and Insights The article discusses the growing popularity of Level IIIA tactical vests for civilian use, particularly for emergency and home defense situations due to their lightweight and concealable design. It highlights the vest's ability to protect against common handgun rounds and emphasizes the importance of body armor standards set by the National Institute of Justice. The information suggests an increasing accessibility of tactical gear for law-abiding citizens, impacting perceptions and potential use within the gun community. Gun Fights Step right up for "Gun Fights," the high-octane segment hosted by Nick Lynch, where our cast members go head-to-head in a game show-style showdown! Each contestant tries to prove their gun knowledge dominance. It's a wild ride of bids, bluffs, and banter—who will come out on top? Tune in to find out! WLS is Lifestyle Aaron's Alley (WE CAN SKIP) Patent Wars: Gun Gear Drama Patent Wars: Gun Gear Drama
In the latest RMB Africa Focus series, Bongani Bingwa speaks with Crystal Orderson about Africa's infrastructure challenges and opportunities, exploring how public-private partnerships are driving game-changing projects and the impact of ‘African Infrastructure Investment Managers’ in facilitating cooperation between governments and businesses. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.
As a leading African corporate and investment bank, RMB plays an active role in Africa’s growth; and through the RMB Africa Focus series, highlights some of the forces driving change across the continent. This week, we turn our attention to infrastructure and finance. Lester Kiewit chats to Crystal Orderson about financial innovations and major infrastructure projects that are reshaping the future of African cities, industries, and trade routes. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
België heeft verschillende iconische danstempels gehad, maar er was maar eentje dat zich The House Of House mocht noemen. Met meer dan 10 dienstjaren is Youri Parker de resident die het langst meedraaide in de befaamde Cherrymoon. Youri was niet alleen dj in de Lokerse club, maar maakte ook andere dansvloeren onveilig met zijn stevige beats. Hij mag zelfs een Mayday in Duitsland op zijn uitgebreid palmares zetten. Youri draait nog altijd vlot mee op verschillende events in binnen- en buitenland, maar ook in de studio zit hij niet stil. Retroliefhebbers kennen hem ongetwijfeld van Basic Theme en Acid Dream, terwijl hij recenter nog een remix maakte voor Love Is An Ocean van RMB en zijn eigen You Gotta releaste.Stap mee in de leefwereld van de dj uit het Waasland en kom te weten waarom je maar beter goed uitgerust achter de draaitafels kruipt. Hiernaast vertelt Youri over zijn ervaringen op de grootste events van binnen- en buitenland en over zijn ontmoeting met grootmeester Carl Cox. Verder kom je te weten waarom je als dj niet alleen goed moet kunnen beatmatchen, maar ook best je boeking goed kunt nalezen.Een grote dankjewel aan Youri Parker voor het leuke gesprek. Hoor je graag meer van wat zich afspeelt in de dj-booth, op het podium of achter de schermen? Abonneer je dan op The Beat Of Belgium en mis geen enkel verhaal.
Bongani Bingwa speaks to Crystal Orderson about the RMB Africa focus season 4 and emphisizes the access to capital, infrastructure development like the Lobito Corridor, and regional trade corridors playing a key role in unlocking opportunities across the continent. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.
Lester Kiewit speaks to Crystal Orderson to discuss how intra-African trade, regional value chains, and strategic capital flows are unlocking long-term growth across the continent. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes spoke to Duncan McLeod, Founder and Editor at Techcentral about the proposed policy direction for satellite operators in South Africa, which aims to establish a new licensing framework and potentially allow companies like Elon Musk's Starlink to operate in the country through an equity equivalent regulatory change. In other interviews, we hear about sustainable luxury art with Roberta Coci, one of the co-founders of RMB latitudes, who chats about the event's mission to create a more inclusive and accessible African art ecosystem. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Roberta Coci, one of the co-founders of RMB latitudes about the event's mission to create a more inclusive and accessible African art ecosystem. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Iba tocando otra de esas tradiciones que prometimos hacer anuales. El año pasado estrenábamos el formato de Versus 4 estrellas con Kurt Busiek y Mark Waid y si estos eran los reyes del pijama en el apartado literario, probablemente sus contrapartidas artísticas son John Byrne vs. George Pérez. Tal vez el siglo XXI no fue muy amable con ellos pero a finales de los 70, toda la década de los 80 y parte de los 90 estos dos señores eran los reyes indiscutibles en el terreno más puramente superheroico. Hoy repasamos sus carreras con el corte de las 4 estrellas (plagiado descaradamente de TDC) como baremo. Muchas y variadas obras donde se puede ver que por más genios que sean, ni los genios lo son siempre. Pero, ay, cuando lo son… La noche es caliente como el infierno. Todo se te pega. Una asquerosa habitación de un asqueroso barrio de una asquerosa ciudad. El aparato de aire acondicionado es un pedazo de chatarra que no podría enfriar ni una bebida aunque la metieras dentro. Parece el sitio perfecto para escuchar el podcast 377 de ELHDLT Selección musical: 🎶 Two in One, de Oil Carter 🎶 Fantastic, de Blame My Youth 🎶 Worlds Finest, de RMB
Bongani Bingwa speaks to Crystal Orderson, award-winning journalist and RMB correspondent, as Season 4 of RMB Africa Focus returns to 702. The series offers fresh insights into Africa’s economic resilience and highlights why the continent remains vital to global investment strategies. Every Thursday on Breakfast, Crystal explores the forces driving Africa’s growth from innovation and infrastructure to policy and private sector development revealing the opportunities that lie ahead when Africa is seen through RMB’s lens of possibility. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.
Africa has seen an explosion of fin tech start-ups over the past few years, and it has been growing at a pace that’s unmatched by any other region. Lester Kiewit speaks to Crystal Orderson to discuss why this has been such a growth sector and why African governments, investors, and corporate players need to leverage opportunities in the digital space. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
1990 年代初,中国大陆地区还没有艺术品市场,没有拍卖制度,更没有人相信艺术可以变成交易的「标的物」。但就在 1993 年,一个叫「嘉德」的机构成立了,中国第一次以市场化的方式拍卖了张大千、齐白石的作品,也第一次让「艺术」这件事,走进了财富流通的轨道。 这期节目,我们就来到了泰康美术馆的展览现场,和中国嘉德创始人、泰康保险集团董事长陈东升面对面。他会带我们回到 30 年前故事的起点:第一场拍卖如何一槌定音?允许文物流通的政策是怎么和文物局「谈下来」的?港台买家如何意外地成为这个市场的第一个支点? 这次对话的契机正是来自于泰康美术馆( TAM )当前展览「未完成的时间:中国当代艺术 1980s × 1990s 」,展览呈现了 20 世纪 80 年代和 90 年代中国当代艺术的创作面貌,致敬艺术变革的创造者,同时通过艺术作品致敬改革开放以来各行各业勇于变革的创造者。 欢迎大家走进泰康美术馆,去观看这个展览,也欢迎你在这期节目里,听完那记穿透历史的「落槌声」。 *本期节目由泰康美术馆(TAM)与声动活泼联合呈现。 本期人物 丁教 Diane,声动活泼联合创始人 陈东升,中国嘉德创始人,泰康保险集团创始人、董事长兼CEO,泰康美术馆理事长 主要话题 [02:30] 回到 1992 年:创办嘉德的真正动机 [08:04]「下海」是出于信仰驱动,而不是商业决策 [16:33] 第一场拍卖如何「一槌定音」 [24:37] 天安门宫灯、《毛主席去安源》,当新中国美术登上拍卖 [31:22] 市场经济如何促进文物回流 [40:44] 当代艺术从「群魔乱舞」到「理性建构」:泰康美术馆的创办之路 [43:14] 如何培养对艺术的欣赏:先去喜欢,再慢慢看懂 [51:16] 给年轻人职业选择的建议 延伸阅读 展览信息: - 未完成的时间:中国当代艺术 1980s × 1990s - 时间:2025.3.30-2025.6.15 - 地点:泰康美术馆(TAM)北京 CBD 中心区泰康集团大厦 1 - 2 层 即日起至 6 月 15 日,欢迎听众朋友们来参观展览,让艺术作品带你重返上世纪 80 至 90 年代。 点此预约参观 (https://mp.weixin.qq.com/s/uLjYR0p_Mj6zA3YgZg5Oow) Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/OLudgGis.PNG Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/TbDwiPqr.PNG 「未完成的时间:中国当代艺术 1980s × 1990s 」展览现场 Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/wH-Ocgd5.png 嘉德首场拍卖会 Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/wQd65E7B.png 1994 年秋,陈东升、王雁南访问美国苏富比拍卖行,与龚继遂(左一)、浦文(左二)、DeDe Brooks(中)、William F.Ruprecht(右二)、Suzanne Mitchell(右一)在一起。 Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/vfdB51N-.png 齐白石《蕉屋》(局部) 设色纸本 180.5 x 48cm 成交价:RMB 2,970,000 中国嘉德 1944 秋季拍卖会 Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/1GRAIOiN.png 齐白石《松窗闲话》 设色纸本 成交价:RMB 1,980,000 中国嘉德 1944 秋季拍卖会 关于音频中的口误勘误: 梵高《向日葵》拍卖价为 2000+ 万美金 齐白石《蕉屋》《松窗闲话》拍卖价节目中有口误,图注中已勘误 泰康美术馆(TAM)介绍: TAM 泰康美术馆是一家位于北京 CBD 核心区、致力于中国当代艺术发展研究与收藏的非营利民营美术馆,由泰康保险集团发起创立。泰康美术馆( Taikang Art Museum )的缩写 TAM 发音为 tā men ,指代的是艺术的创造者和欣赏者,这呼应了美术馆的品牌概念「一家为『 TA 们』打造的美术馆」,即一个开放的、利他的、属于公众的艺术平台,服务于每一个人对艺术的理解与追寻。欢迎在微信公众号和小红书,搜索「泰康美术馆」,看点儿当代艺术。 Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/02jOWuPM.png 往期节目 #332 百老汇原版音乐剧《狮子王》的中国往事 (https://etw.fm/2140) #317 体验流动的感受,寻找流动的创作,回应流动的时代 (https://etw.fm/2123) #252 和艺术家丁乙,聊在快速变动世界中坚持的变与不变 (https://etw.fm/2048) 加入我们 声动活泼目前开放全职设计师、商业发展经理、商业内容策划、内容实习生、社群运营实习生 5 个职位,详情点击招聘入口,[加入声动活泼(在招职位速览)](加入声动活泼(在招职位速览),点击相应链接即可查看岗位详情及投递指南。 Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/mTWH9r3w.png 加入「2025 声动胡同会员计划」,成为好内容的支持者! 「声动胡同会员计划」是听众们付费支持声动活泼持续制作好内容、做更多创作尝试的计划。 如果你在节目中有所启发,或是认可我们正在做的事情,我们想邀请你来付费支持我们! (https://sourl.cn/hSdzkY)期待你成为好内容的支持者。 幕后制作 监制:可宣 后期:赛德 实习生:怡华 运营:George 设计:饭团 商务合作 声动活泼商务合作咨询 (https://sourl.cn/6vdmQT) 关于声动活泼 「用声音碰撞世界」,声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客:不止金钱(2024 全新发布) (https://www.xiaoyuzhoufm.com/podcast/65a625966d045a7f5e0b5640)、跳进兔子洞第三季(2024 全新发布) (https://www.xiaoyuzhoufm.com/podcast/666c0ad1c26e396a36c6ee2a)、声东击西 (https://etw.fm/episodes)、声动早咖啡 (https://sheng-espresso.fireside.fm/)、What's Next|科技早知道 (https://guiguzaozhidao.fireside.fm/episodes)、反潮流俱乐部 (https://fanchaoliuclub.fireside.fm/)、泡腾 VC (https://popvc.fireside.fm/)、商业WHY酱 (https://msbussinesswhy.fireside.fm/) 欢迎在即刻 (https://okjk.co/Qd43ia)、微博等社交媒体上与我们互动,搜索 声动活泼 即可找到我们。 也欢迎你写邮件和我们联系,邮箱地址是:ting@sheng.fm 获取更多和声动活泼有关的讯息,你也可以扫码添加声小音,在节目之外和我们保持联系! 声小音 https://files.fireside.fm/file/fireside-uploads/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/hdvzQQ2r.png Special Guest: 陈东升.
Bongani Bingwa speaks to Crystal Orderson, award-winning journalist and RMB correspondent, as Season 4 of RMB Africa Focus returns to 702. The series offers fresh insights into Africa’s economic resilience and highlights why the continent remains vital to global investment strategies. Every Thursday on Breakfast, Crystal explores the forces driving Africa’s growth from innovation and infrastructure to policy and private sector development revealing the opportunities that lie ahead when Africa is seen through RMB’s lens of possibility. 702 Breakfast with Bongani Bingwa is broadcast on 702, a Johannesburg based talk radio station. Bongani makes sense of the news, interviews the key newsmakers of the day, and holds those in power to account on your behalf. The team bring you all you need to know to start your day Thank you for listening to a podcast from 702 Breakfast with Bongani Bingwa Listen live on Primedia+ weekdays from 06:00 and 09:00 (SA Time) to Breakfast with Bongani Bingwa broadcast on 702: https://buff.ly/gk3y0Kj For more from the show go to https://buff.ly/36edSLV or find all the catch-up podcasts here https://buff.ly/zEcM35T Subscribe to the 702 Daily and Weekly Newsletters https://buff.ly/v5mfetc Follow us on social media: 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/Radio702 702 on YouTube: https://www.youtube.com/@radio702 See omnystudio.com/listener for privacy information.
Lester Kiewit speaks to Crystal Orderson and gets fresh insights into Africa’s economic resilience and why the continent remains central to global investment conversations. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
RMB Africa focus: Africa’s economic resilience & the global investment landscapeCrystal Oderson, Journalist covering African issues and Stephen Grootes look at top business news around the continent.Tags: Stephen Grootes, The Money Show, Africa Business, Crystal Oderson, RMB, 702, Radio 702, Cape Talk The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.
Motheo Khoaripe speaks to Zinhle Tyikwe, CEO of the Consumer Goods Council of SA, about the costs incurred by retailers due to the last-minute cancellation of the planned 0.5% VAT hike. In other interviews, Motheo Khoaripe discusses the US-China trade war's impact on oil prices and the global economy with Manqoba Madinane, Strategist: Fixed Income, FX & Commodities at RMB, and Paul Gooden, Portfolio Manager at Ninety-One. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.
Motheo Khoaripe discusses the US-China trade war's impact on oil prices and the global economy with Manqoba Madinane, Strategist: Fixed Income, FX & Commodities at RMB, and Paul Gooden, Portfolio Manager at Ninety The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk.There’s more from the show at www.themoneyshow.co.zaSubscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa.Follow us on:702 on Facebook: www.facebook.com/TalkRadio702702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalkCapeTalk on TikTok: www.tiktok.com/@capetalkCapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalk See omnystudio.com/listener for privacy information.
What happens when a daughter refuses to accept silence in the face of injustice? In this episode, Robert Osbourne and Face2Face host David Peck dive deep into Malcom Is Missing—a gripping, emotionally charged true story of disappearance, corruption, and one woman's relentless quest for answers. Journalist and author Robert Osborne joins us to unpack the book's intimate tone and international scope, from the vibrant chaos of Puerto Vallarta to the murky depths of a broken justice system. This is a story about love, loss, and the power of not letting go.Grab your headphones—this one's as much about the heart as it is about the mystery.Buy it from RMB books.Malcom Is Missing is a gripping true-crime story that unearths layers of mystery, corruption, and a daughter's relentless pursuit of justice. Robert Osborne crafts a deeply compelling narrative, weaving together the heart-wrenching disappearance of Malcom Madsen with the complex realities of the Mexican justice system. This isn't just a story about crime—it's about human resilience, the power of love, and one woman's determination to uncover the truth, no matter the cost. Through meticulous research and riveting storytelling, Osborne takes us from the vibrant streets of Puerto Vallarta to the dark corridors of power, asking us to consider the lengths we would go to for the people we love.What sets this book apart is its raw emotional depth. Brooke Mullins, Malcom's daughter, isn't just a bystander—she becomes a relentless investigator, a voice for the unheard, and an unshakable force in the face of adversity. This is true crime at its finest: not just a chilling mystery but a deeply human story about justice, loss, and the pursuit of truth. It's the kind of book that stays with you, challenging you to look beyond the headlines and into the very heart of what it means to seek justice in a world that often resists it.Perfect for fans of true crime with heart, and a must-read for anyone who believes ordinary people can do extraordinary things.Robert Osborne is the Senior Producer of Dam Builder Productions. He brings to the table more than 30 years of working in long format television. For much of that time he was an investigative journalist working for CTV, CBC and Global Television.Robert has won more than half a dozen RTNDA Awards, a CAJ Award and an Award of Merit from the Governor General. He has been nominated several times for Gemini awards and been part of a team that won two. In 2012 he was nominated for a CSA Award for Unlocking Alex. In 2018 he won a CSA for best writing in a documentary.Image Copyright: Dambuilder Productions.F2F Music & Image Copyright: David Peck & Face2Face. Used with permission.For more information about David Peck's podcasting, writing and public speaking please visit his site here.With thanks to Josh Snethlage and Mixed Media Sound. Hosted on Acast. See acast.com/privacy for more information.
Nokukhanya Mntambo chats to Lindi Meyer, about the LIV2Run team, a group of talented young runners from disadvantaged backgrounds who are proving that running can change lives. Backed by RMB and the FirstRand Foundation, these athletes are set to take on one of South Africa's toughest trail races, the RMB Ultra-Trail Drakensberg.See omnystudio.com/listener for privacy information.
#3em1Agro, confira os destaques desta terça-feira (15/04/25):➡️ Casa Branca diz Trump está aberto para acordo com a China; entenda!➡️ China avança em transação digital do RMB para diminuir dependência do dólar. ➡️ Margem do produtor de soja em 25/26 deve cair quase R$ 1.000/hectare.
This evening, we dive into market movements with Rand Swiss, speak to energy analyst Chris Yelland about traded electricity markets that could be in SA's very near future, RMB gives insight into municipal funding models as the government looks to revise them, Sanlam Investments helps us make long-term investing decisions in a time of volatility, and we look at funeral cover with Metropolitan. SAfm Market Update - Podcasts and live stream
In a move shaking the very foundations of global finance, the People's Bank of China has launched its full-scale digital RMB cross-border settlement system, now seamlessly connected to the ten ASEAN nations and six Middle Eastern countries. This stunning development enables nearly 38% of the world's trade volume to bypass the U.S.-controlled SWIFT network.Guest: Sergey Nazarov, Cofounder of ChainlinkChainlink website ➜ https://bit.ly/34JG5x500:00 Intro00:28 White House recap01:22 Stablecoins vs CBDCs03:11 ISO 20022 deadline04:03 SWIFT06:20 Dollar dominance09:30 RWAs and tech adoption15:06 White House feedback18:40 Can D.O.G.E. work without blockchain?20:30 Chainlink 2025 Roadmap26:20 Outro#tariffs #bitcoin #Crypto~U.S. Dollar Dominance Tech Race
Stephen Grootes speaks to Manqoba Madinane, RMB currency strategist, and Tshidi Madia, Associate Politics Editor at EWN, about the economic implications of the Government of National Unity's (GNU) struggles for ordinary South Africans' finances. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.Thank you for listening to The Money Show podcast.Listen live - The Money Show with Stephen Grootes is broadcast weekdays between 18:00 and 20:00 (SA Time) on 702 and CapeTalk. There’s more from the show at www.themoneyshow.co.za Subscribe to the Money Show daily and weekly newslettersThe Money Show is brought to you by Absa. Follow us on:702 on Facebook: www.facebook.com/TalkRadio702 702 on TikTok: www.tiktok.com/@talkradio702702 on Instagram: www.instagram.com/talkradio702702 on X: www.x.com/Radio702702 on YouTube: www.youtube.com/@radio702CapeTalk on Facebook: www.facebook.com/CapeTalk CapeTalk on TikTok: www.tiktok.com/@capetalk CapeTalk on Instagram: www.instagram.com/capetalkzaCapeTalk on YouTube: www.youtube.com/@CapeTalk567CapeTalk on X: www.x.com/CapeTalkSee omnystudio.com/listener for privacy information.
Matete Thulare from RMB unpacks the rand's unexpected stability, Harris Gorre of Grovepoint dives into the shifting US private credit market amid rate drops, and Marc Ashton from Decusatio reveals surprising small private investor stakes in 'exciting' JSE small caps.
Artificial intelligence use cases in Africa, through an investment banking lens, is the focus of this edition of Business Day Spotlight. Host Mudiwa Gavaza is joined by Arun Varughese, head of telecommunications, media and technology at RMB. Through the discussion, Varughese highlights: ways in which AI is being used in Africa; how and where African countries should be investing to make the most of the digital economy; and contribution of Africa to the development of AI models. Business Day Spotlight is a MultimediaLIVE Production.
Matete Thulare from RMB discusses a tough budget, including a 0.5% Vat hike for this year and next. Professor Adré Schreude from the University of Pretoria shares insights from their consumer survey on local bank satisfaction. Zikona Poswayo from Standard Bank unveils their new AI-structured investment product.
RMB's Matete Thulare unpacks Motus results as car sales stall and second-hand purchases rise. Standard Bank's Motlatsi Mkalala explores the growing spending power of the working class despite ongoing challenges. Plus, Simon on why the same investment strategy yields different stocks over time.
Die Zahlen vom chinesischen Techriesen Alibaba können sich wirklich sehen lassen. Alibaba hat eine positive Entwicklung in den FQ3-Zahlen gemeldet: Der Umsatz stieg um 8 % auf 280,1 Mrd. RMB, (38,5 Mrd $) was über den Erwartungen der Analysten von 277,3 Milliarden RMB lag. Der Gewinn/aktie erhöhte sich um 13 % auf 21,39 RMB (2,93 US $) im Vergleich zu den erwarteten 19,12 RMB (2,62 US$) und das EBITDA wuchs um 4 % auf 62 Milliarden RMB, über den Schätzungen von 60,4 Milliarden RMB. Das Unternehmen erwartet, dass das Umsatzwachstum der Cloud Intelligence Group, das durch KI angetrieben wird, weiterhin ansteigt. Alibaba berichtet, dass mehr als 90.000 Derivatmodelle auf Hugging Face entwickelt wurden, die auf der Qwen-Modellfamilie basieren und damit eine der größten AI-Modellfamilien weltweit darstellen. Bei Walmart waren die Zahlen ebenfalls stark, was Umsatz und Gewinn je Aktie betrifft, Gewinn pro Aktie (EPS): 66 Cent (Erwartung: 65 Cent) Gesamtumsatz: 180,6 Milliarden USD, allerdings lag die Prognos für das Gesamtjahr deutlich unter den Erwartungen, 2,50 US $/Aktie, erwartet wurden 2,77 US $. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Matete Thulare from RMB on the rand's resilience even as Trump bashes us and bonds weaken. Casey Sprake from Anchor on Eskom's challenges with denied price hikes, debt, and independent power producers. Simon's insights on investing in water, both personally and in your portfolio.
Stephen Grootes speaks to Manqoba Madinane, Mining and Commodities Research Analyst at RMB, about the resurgence of gold as a valuable commodity, and its potential to shine bright in the market.See omnystudio.com/listener for privacy information.
Stephen Grootes speaks to Matete Thulare, Head of FX Execution at RMB, about the impact of the trade war on global currencies.See omnystudio.com/listener for privacy information.
RMB's Matete Thulare explores the factors driving the rand, examining whether it's more influenced by SA's economy or the US dollar, and compares the rand's performance against other emerging market currencies this year. Wandile Sihlobo from the Agricultural Business Chamber of SA takes a deep dive into the impact of the agri-sector on the third-quarter GDP while also offering insights on the rain forecast for the upcoming planting season.
RMB's Matete Thulare unpacks Barloworld's delisting offer at R120 – does it offer a good premium and solve the Russian sanctions issue for shareholders? Rob Abraham, MD at Atrato Capital, the investment advisor to Supermarket Income Reit, discusses their secondary listing on the JSE this Friday, while Sanisha Packirisamy from Momentum Investments highlights investor rewards from the successful GNU and no load shedding since March.
Stephen Grootes speaks to David McKay, Editor at Miningmx about the suspension of Exxaro CEO Nombasa Tsengwa amid allegations of misconduct. In other interviews on the Money Show, Matete Thulare, Head of FX Execution at RMB explains how SA's energy crisis impacted the rand and the economic outlook.See omnystudio.com/listener for privacy information.
In Episode 392 of Hidden Forces, Demetri Kofinas speaks with author, investor, and financial historian Russell Napier, about how to navigate a seminal transition in the global trade and monetary order. This episode aims to provide you with the tools to understand, value, and manage the assets, exposures, and risks in your portfolios and to capitalize on opportunities that come along only once every hundred years. In the first hour, Demetri and Russell Napier discuss the origins of the non-system that came to shape international trade and finance in the decades after the breakdown of the Bretton Woods international system of fixed exchange rates. They discuss the de-pegging of the RMB from the USD, the closing of the gap between the discount rate and the growth rate in developed economies, and the implications of America's escalating economic war against China. In the second hour, which is available to premium subscribers only, Russell Napier and Kofinas focus most of their time on the implications of this breakdown in the international trade and monetary system for investors. They discuss how developed world governments are likely to repress capital, what you want to own in such a world, what you don't want to own, and how to tell the difference. They also discuss what a new Chinese monetary order might look like, which countries would participate, and how such a system would build off China's efforts to digitize the Yuan and create a Chinese-built digital payments infrastructure that extends beyond China's borders as part of the Digital Silk Road initiative. They also discuss the prospects for a strategic Bitcoin fund, the use of stablecoins as an extension of Dollar hegemony, and the fate of the Euro in a world torn between Beijing and Washington. You can subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports at HiddenForces.io/subscribe. If you want to join in on the conversation and become a member of the Hidden Forces Genius community, which includes Q&A calls with guests, access to special research and analysis, in-person events, and dinners, you can also do that on our subscriber page at HiddenForces.io/subscribe. If you enjoyed listening to today's episode of Hidden Forces, you can help support the show by doing the following: Subscribe on Apple Podcasts | YouTube | Spotify | Stitcher | SoundCloud | CastBox | RSS Feed Write us a review on Apple Podcasts & Spotify Subscribe to our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and Support the Podcast at https://hiddenforces.io Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 11/27/2024
Matete Thulare from RMB shares insights on the MPC rate decision expected this afternoon. Devon Shutte from The Robert Group discusses Nvidia's market value, now more than double the size of all Chinese tech stocks combined. Jeff Gable from Absa delves into the Africa Financial Markets Index.
The BRICS+ summit was held in the Russian city of Kazan this past October. The original BRICS comprised four countries: Brazil, Russia, India, and China. The first meeting that they held was in 2009. South Africa joined in 2011. BRICS has now grown to include Egypt, Ethiopia, Iran, and the United Arab Emirates. The recent summit also invited 13 countries to the group as partner states. Countries that have expressed interest in joining BRICS include Indonesia, Malaysia, Thailand (which is a U.S. treaty ally), and Turkey (which is a member of NATO).As countries in the Global South flock to form an increasingly significant geopolitical bloc in which China has assumed a leading role, it is important to understand how BRICS+ fits into China's foreign policy strategy and the role that the BRICS mechanism is likely to play going forward. To discuss these issues, host Bonnie Glaser is joined by Alexander Gabuev, director of the Carnegie Russia Eurasia Center which is based in Berlin. His research focuses on Chinese and Russian foreign policy. Timestamps[00:00] Start[01:37] Behind the Creation of BRICS[04:08] BRICS+ in China's Foreign Policy Objectives[06:20] Domination of China in BRICS+[09:13] Russian and Chinese Interest in BRICS+[14:16] China and the Expansion of BRICS[18:07] Noteworthiness of the Kazan Declaration[21:10] Possibility of a BRICS Currency[28:11] BRICS+ and U.S. Policy Under Donald Trump[30:26] Responding to BRICS+ and a Multipolar World
It took an escalation in Iran-Israel tensions and the optimism generated by the Chinese government's stimulus efforts to lift oil out of its three-month downward trajectory. Nevertheless, sustaining bullish price momentum in oil has proven to be a high maintenance task: without additional catalysts, the ‘war' and ‘stimulus' premiums have been prone to fading. While possible, Israel is likely to avoid Iranian oil infrastructure. Conversely, the rising expectations for RMB 2 trn fiscal stimulus are likely to be met. Speaker: Natasha Kaneva, Head of Global Commodities Research This podcast was recorded on 11, October, 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4814501-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Our Global Head of Fixed Income and Thematic Research Michael Zezas and Chief Asia Economist Chetan Ahya discuss how the upcoming US elections might impact economic policies in Asia.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Morgan Stanley's Global Head of Fixed Income and Thematic Research.Chetan Ahya: And I'm Chetan Ahya, Morgan Stanley's Chief Asia Economist.Michael Zezas: Today, we'll talk about what the US election means for Asia's economy.It's Wednesday, October 9th at 10am in New York.Chetan, we're less than a month now from the US election, and when I think about what it means for Asia, perhaps the most immediate and direct impact would be via tariffs.Now, our colleagues have already addressed some of this on the podcast, but I'm eager to hear your thoughts. And in the case of a Trump win and a significant tariff increase on China, how big of an impact do you think this policy would have on China's economy, and what particular areas of the economy might be most affected?Chetan Ahya: Well, Mike, I think firstly the tariff numbers being floated, i.e. that if it is 60 per cent, it would mean an increase in tariff of about 35 percentage points over an existing number, which is at 25 per cent. So, the amount of tariffs that we're talking about this time are larger than what we saw in 2018-19. And in terms of implications, of course, it will depend upon exactly what is the magnitude of tariff that is being imposed, but we definitely think there will be a significant downside to China's growth; and we expect an increase in deflationary pressures.Just to give you a bit of perspective of what happened in 2018-19, tariff resulted into China's growth slowing by a full percentage point from 6.9 per cent to 5.9 per cent; and at the same time, we saw that there was downward pressure on China's inflation dynamic. And the timing of tariffs this time does not seem to be great. China is going through an existing challenge of debt deflation loop. And we've seen that China's GDP deflator, which is a broader measure of prices, has been in deflation already for about seven quarters now. And so, in this context, tariffs will further add to its deflationary pressures and make that macro situation much more complicated.Michael Zezas: Got it. And so, how do you think China might respond if it becomes the target of higher tariffs?Chetan Ahya: So, we think China's policy makers could take up three sets of measures to mitigate the impact of tariffs.Number one, there will be, of course, depreciation in its exchange rate, which will be offsetting some part of the tariff increase effect. And so, for example, the weighted average tariff increase was about 18 percentage points during 2018-19, and the RMB depreciation was about 11 per cent. So, there was a significant offset of that tariff increase by currency depreciation.Number two, China could continue to take its effort to rewire trade flows and supply chain. So, for example, in 2018-19, we've seen a significant rewiring of exports from China to the US via Vietnam and Mexico, and we think this time that could be expanded to some more economies.And number three, China also resorted to focusing on new markets, i.e. some of the other emerging markets other than US. And at the same time, they focused on introducing new export products; like in the last cycle, they focused on solar panels, lithium batteries, EVs, and old generation chips. So, in effect, they will try to expand their market base from US into other emerging markets. And at the same time, they will be focusing on new products to ensure that their market share in global goods exports is maintained.So, Mike, we've been discussing the potential impact of a Trump win. But how would a Harris White House shape trade policy, vis-à-vis China and rest of Asia?Michael Zezas: Yeah, I think a Harris White House would represent a lot of continuity with the Biden White House's approach toward Asia and China, specifically when it comes to trade. That is to say, there's a lot of support for continued use and expansion of non-tariff barriers – things like export controls, and inbound and outbound investment restrictions. And there's less interest in using higher tariffs than what we already have as a tool.So, you can expect that. And I think you could also expect there to be kind of a broader reach out to develop economic relationships with Pan Asia as a means of enabling some of the transition that multinational companies would need to rewire their supply chains.But if we take as a given that that might be Harris's approach to trade policy, Chetan, what's your outlook for Asia if she wins in November?Chetan Ahya: Well, if Harris wins, that would eliminate the key risk to region's outlook in form of significant tariff implementation. And in this case, we expect status quo to our Asia forecast. And we would maintain our constructive outlook for the large economies in the region. And within the group, we think India and Japan are best positioned from a structural standpoint. While China, we were concerned about the debt deflation loop, but with the recent set of policy measures, we think that the risks are now more balanced as far as China macro-outlook is concerned.Michael Zezas: Got it. Well, Chetan, thanks for taking the time to talk. This is obviously a very important topic as we get closer to the US election.Chetan Ahya: Great speaking with you, Mike.Michael Zezas: And as a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen; and share Thoughts on the Market with a friend or colleague today.
Morgan Stanley's chief economists take stock of a resilient global economy that has weathered a recent period of market volatility, in Part I of our two-part roundtable.----- Transcript -----Seth Carpenter: Welcome to Thoughts on the Market. I'm Seth Carpenter, Morgan Stanley's Global Chief Economist. And on this special episode of the podcast, we'll hold our third roundtable discussion focusing on Morgan Stanley's global economic outlook as we enter the final quarter of 2024.I am joined today by our economics team from three regions.Chetan Ahya: I'm Chetan Ahya, Chief Asia Economist.Jens Eisenschmidt: I'm Jens Eisenschmidt, Chief Europe Economist.Diego Anzoategui: I'm Diego Anzoategui from the US Economics team.It's Monday, October 7th at 10 am in New York.Jens Eisenschmidt: And 3 pm in London.Seth Carpenter: I have to say, a lot has happened since the last time we held this roundtable. To say the very least, we've had volatility in financial markets. But on balance, I kind of have to say the global economy has more or less performed the way we expected.The US economy is cruising towards a soft landing. The labor market maybe is a touch softer than we expected, but consumer spending has remained resilient. In Asia, Japan's reflation story is largely intact, while China is still confronting that debt deflation cycle that we've talked about. And in Europe, the tepid growth we had envisioned -- well, it's continuing. Inflation is falling, but the ECB seems to be accelerating its rate cuts. So, let's get into the details.Diego, I'm going to start with you and the US. The Fed cut interest rates in September for the first time this cycle, and they cut by 50 basis points instead of the 25 basis points that some people -- including us -- were expecting. So, the big question for you is, where does the Fed go from here?Diego Anzoategui: So, we are looking for a string of 25 basis point cuts from the Fed as long as labor markets hold up. Inflation has come down notably and we expect a normalization of interest rates ahead. But, of course, we might be wrong again. Labor markets might cool too much, and in that case, one or two additional 50 basis point cuts might happen again.Seth Carpenter: So, either the Fed glides into the soft landing or they pick up the pace and they cut faster.So, Jens, let me turn to you and pivot to Europe. You recently changed your forecast for the ECB, and you're now looking for a rate cut in October. And that's following two cuts already that the ECB has done. So, what prompted your change? Is it like what Diego said about a softer outcome prompting a faster pace of cuts. What's likely to happen next for the ECB?Jens Eisenschmidt: That's right. We changed our ECB call. And to understand why we have to go back to September. So already at the September meeting the ECB president, Lagarde, made clear in the press conference that the bank was a little bit less concerned about structurally high services inflation that is forecast to be persistently high still for some time to come -- mainly because there was more conviction that wages would come down eventually.And so, they could really focus a little bit more, give a bit more attention to the growth side of things. Just as a reminder, the Fed has a dual mandate. So, it's growth and inflation. The ECB only has inflation. So basically, if the ECB wants to act on growth, it needs to be sure that inflation is under control. And then since September what happened is that literally every single indicator, leading indicator, for inflation was negative. We had lower oil prices, we had a stronger euro, and of course, also weaker activity in terms of the PMIs pointing to a cooling of the ongoing recovery.So, all of that led us to revise our inflation forecast, and that means that ECB will very likely already be a target mid next year. That should lead to an acceleration of the rate cut cycle. And then it's only a question, will it be already in October or in December? And here comes the September inflation print in, which was softer in particular on the core or on the services component than expected. And we think that has tilted the balance; or will tilt the balance in favor of an October rate cut.So, what we see now is October, December, January, March -- 25 basis points rate cuts by the ECB leading to a rate of 250. Then this being close to neutral, they will slow down again, quarterly rate cut pace. So, June, September, December, 25 basis points each -- leading to a final rate end of next year at 175.Seth Carpenter: Okay, got it. So, inflation has come down in most developed market economies. Central banks are starting to cut. For the Fed, there's an open question about how much strength the labor market still has and whether or not they need to do 50 basis points or 25.But I have to say, Chetan -- and I'm going to come to you because -- in Asia, we saw a lot of market turmoil in August, and that was partly prompted by the rate hike of the BoJ. So, here's a developed market economy central bank that's not cutting. In fact, they're starting to raise interest rates. So, what happened there? And what do you think happens with the BoJ going forward?Chetan Ahya: Well, Seth, in our base case, we do expect BoJ to hike by another 25 basis points in January next year. And as regards to your question on what happened in terms of the volatility that we saw in the month of August? Essentially, as the BoJ took up its first rate hike, there was a lot of concern that BoJ will go in a consecutive manner, taking up successive rate hikes. But at the end of the day, what we saw was, BoJ realizing that there is a clear endogeneity between financial conditions and their reaction function. And as that communication was clearly laid out, we saw markets calming down. And now going forward, what we think BoJ will be watching will be the data on inflation and wages.We think they would be waiting to see what happens to the inflation data in the month of November and October, i.e., whether there is a clear, rise in services inflation, which has been running at around 1.3 per cent. And they would want to see that wage pass through to services inflation is continuing.And then secondly, they will want to see what is happening to the wage expectations from the workers in the next round of spring wage negotiations. The demand from workers will be clear by the end of this year, so sometime in December. And therefore, we think BoJ will look at that information and then take up a rate hike in the month of January next year.Seth Carpenter: Okay, so if I step back for a second, even if there are a few parts of the puzzle that still need to fall into place, it sounds to me like you're saying the Japan reflation story is still intact. Is that fair?Chetan Ahya: That's right. We think that, you know, the comment from the prime minister that came out a few days back; he's very clear that he wants to see a situation where Japan gets rid of deflation. So, we think that the policymakers are fully lined up to ensure that the reflation story remains intact.Seth Carpenter: That's super helpful and it just absolutely contrasts with what we've been saying about China, where they have sort of the opposite story. There's been a debt deflation cycle that you and the Chinese team have really been highlighting for a long time now, talking about the challenges for policy.We did get some news out of Beijing in terms of policy stimulus. Could you and break down for us what happened there and whether or not you think that's enough to really shift China's trajectory away from this debt deflation cycle?Chetan Ahya: Yes, Seth, so essentially, we got three things from Chinese policy makers. Number one, they took up big monetary policy easing. Number two, they announced a package to support the equity markets. And number three, they announced some measures to support the property market.Now we think that these measures are a positive and particularly the property market measures will be helpful. But in terms of real impediment for China's reflation story, we think that the key need of the hour is to take up aggressive fiscal easing to boost consumption. Monetary policy easing is helpful, but it's not really the key impediment to the reflation path.Seth Carpenter: All right, so if I wanted to see the glass as half full, I would say, look at this! Beijing policymakers have turned the corners. They're acknowledging that there's some policy impetus that needs to be put into place. But if I wanted to see the glass as half empty, I could take away from what you just said, that there just needs to be more, maybe fiscal stimulus to directly promote household spending.Is that that fair?Chetan Ahya: That's absolutely right. What's happening in China is that there has been a big structural adjustment in the property sector because now the total population is declining. And so therefore there is a big demand hole that is being left by the weakness in housing sector.Ideally, what they should be doing, as I was mentioning earlier, [is] that they should be taking a big fiscal easing to support consumption spending. But so far what we've been seeing is that they've been trying to fill that demand hole with more supply in form of investment in manufacturing and infrastructure sector.And unfortunately, that's been actually making the deflation challenge more complex. So going forward, we think that, you know, we should be watching out what they do in terms of fiscal stimulus. There was a comment in the Politburo statement that they will take up fiscal easing. We suspect that the timing of that fiscal policy announcement could be by end of this month alongside National People's Congress meeting. And so, what will be the size of fiscal stimulus will be important to watch as well.Currently, we think it could be one to two trillion RMB. But in our work that we did in terms of what is the scale of fiscal stimulus that is needed to boost consumption, we estimate that it should be somewhere around a 10 trillion RMB spread over two years.Seth Carpenter: Got it. Thanks, Chetan. Super helpful.Gentlemen, I have to say, we might have to stop here for the day. But tomorrow, I want to get [to] another topic, which is to say, the upcoming US election. It's got huge implications for the macroeconomy in the US and around the world. And I think we're going to have to touch on it. But for now, we'll end the conversation here.And thank you, the listeners, for listening. If you enjoy this show, please leave us a review wherever you listen to the podcast and share Thoughts on the Market with a friend or colleague today.
In this monthly China update, our experts analyse recent market movements and their implications for investors. They also discuss China's property market, the evolving policy framework and its impact on Chinese households, the strengthening of the RMB and resulting currency trades, as well as the latest views on gold and Chinese government bonds.This episode is presented by Richard Tang, China Strategist and Head of Research Hong Kong at Julius Baer, with Hong Hao, Partner and Chief Economist at GROW Investment Group.
In this episode of Palisades Gold Radio, Tom Bodrovics interviews Professor Joel Litman, CEO and Chief Investment Strategist of Valens Research and Altimetry Research. Litman criticizes the financial system's reliability, questioning media credibility and the effectiveness of modern accounting standards. He believes that while GDP is inadequate as a measure of economic strength due to its tax-based foundation, the US benefits from a lower tax rate and substantial income generation. Despite his concerns over political spending, Litman trusts there's a control on deficits and sustained growth, believing in the US economy's resilience. He reprimands financial media for prioritizing headline numbers over credit research, stating earnings can be misleading due to regulatory capture within the accounting sector. Litman emphasizes considering various economic indicators beyond stock market figures and addresses China's economic concerns, including its debt crisis and RMB devaluation. Litman presents a bullish stance on cryptocurrencies as a medium of exchange and storage but suggests converting back to dollars for spending or investment. He encourages passive investors to focus on long-term investments in US equities due to their consistent outperformance. The conversation touches upon macroeconomic factors affecting mining industry decisions versus specific mine analysis, emphasizing productivity and worth. Litman discusses potential US election implications and anticipates a thriving US stock market regardless of the outcome. He foresees continuity in economic policies under either Democratic or Republican leadership and significant productivity gains from AI integration within industries over the next ten to thirty years. Time Stamp References:0:00 - Introduction1:24 - The Bearer of Good News8:44 - Net Earnings & Accounting15:45 - Metrics & Complexities22:06 - Tax Base, GDP, & China31:14 - Talent Exiting China38:42 - U.S. Economy Benefits41:28 - Buffett Selling47:23 - Misleading Financials52:07 - Inflation Metrics55:40 - Dollar & Global Trade58:30 - China's Problems & Russia1:03:44 - BRICS & Latin America1:07:40 - Dollar Alternatives & Crypto1:12:04 - Gold Uses & Investors1:19:29 - Macro Factors & Miners1:26:22 - Russia/Urkaine & Gold1:28:16 - Middle East Concerns?1:30:53 - US Election & Sides1:36:10 - Wrap Up Talking Points From This Episode Litman questioned the relevance of modern accounting standards and criticized financial media for focusing on headline numbers. He stressed the importance of looking beyond GDP for a true economic understanding. Litman is bullish on cryptocurrencies but expresses concerns around converting to dollars for spending/investment. He advises long-term investment in US equities due to their outperformance. China faces economic challenges, including debt crisis and potential insolvencies, which could lead to job losses and instability. Litman anticipates continuity in US economic policies after the election and sees productivity gains from AI integration. Guest Links:LinkedIn: https://www.linkedin.com/in/joellitman/Website: https://altimetry.com/Website: https://www.valens-research.com/ Joel Litman is President and CEO of Valens Research, a global corporate performance and investment research and analytics firm. In the role of Chief Investment Strategist, he advises institutional investors in equities, corporate credit, and macroeconomic strategy. He is also a member of the Board of Directors of COL Financial Group, a leading brokerage firm in Asia (PSE:COL). Litman has been on CNBC, quoted in Barron's and Institutional Investor, and interviewed in Forbes.com. He has published in Harvard Business Review, is a top contributor to SeekingAlpha, and co-authored the highly-acclaimed book, DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth. Litman has taught or guest-lectured at Harvard Business School, U Chicago Booth, Wharton, LBS, SAIF Jiao Tong,