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• [TOP STORY] OUTsurance, Shoprite, and the art of flying high in global markets 17.07.2026 8dk

  In expounding on Akamatsu’s 'flying geese' theory, First Avenue Investment Management’s Hlelo Giyose highlights domestic champions who solidify their home base and then take their businesses overseas.
• BHP Group enjoying surging copper price 17.07.2026 20dk

  Alyssa Viljoen, MD of Merchant West Investments, unpacks BHP Group's latest update. With copper and iron ore driving the story, is BHP now a stronger investment case than Anglo American? Hlelo Giyose, CIO at First Avenue Investment Management, explains his "flying geese" theory and why emerging market domestic champions are increasingly taking their businesses beyond their home borders. Simon shares his thoughts on the IPO hype cycle and why retail investors so often end up left holding the bag.
• [TOP STORY] Flat consumption to fiscal fixes: What’s next for SA households? 16.07.2026 6dk

  Ricardo Smith from Absa Investments weighs up consumer pressures, inflation and what to expect.
• [TOP STORY] Competition Commission looks into franchising in SA and beyond 15.07.2026 6dk

  'They're not there to incriminate everyone or try to restructure the market. They want to understand the market. They want to see how it operates' – Mark Thomas. Pinsent Masons.
• Lower US inflation good news for markets 15.07.2026 20dk

  Chantal Marx from FNB Wealth and Investments unpacks whether there's still value in Bytes after the tech stock has surged more than 50% since April. We also discuss softer-than-expected US inflation and why it's good news for markets. Mark Thomas from Pinsent Masons examines the Competition Commission's investigation into SA's franchising sector, while Harry Scherzer, CEO of Future Forex, explains why planning your forex needs early can save you money and stress.
• [TOP STORY] AI meets investing: Purple Group’s bold leap 14.07.2026 5dk

  CEO Charles Savage shares the group’s integration of Telescope AI to deliver smarter, AI-driven investment solutions.
• Oil higher for longer as Iran peace falters … again 14.07.2026 20dk

  Kea Nonyana from Prime XBT unpacks De Beers’s decision to shut its South African mine and what TSMC’s 36% revenue surge says about the strength of ongoing AI-driven chip demand. Charles Savage, CEO of Purple Group, explains the rationale behind the group's $10.75 million acquisition of Telescope AI and what it means for the business. Professor Adré Schreuder from UP discusses the latest Customer Experience Index, which, for the first time, includes investment firms, revealing how the sector measures up.
• [TOP STORY] The many faces of SA stokvels 13.07.2026 6dk

  JustMoney’s Sarah Nicholson explains the prevalence and operations of these group saving schemes , which range from informal cash holdings to formal banking and investment-type options.
• US earnings season begins with high expectations 13.07.2026 21dk

  Nick Kunze from Sanlam Private Wealth asks whether there's any value left in battered paper stocks Sappi and Mondi, and what ongoing geopolitical tensions mean for the oil price. Harris Gorre from Grovepoint Investment Management unpacks the booming private credit market and whether Jamie Dimon's "cockroaches" warning is starting to emerge. Sarah Nicholson from JustMoney shares practical tips on how to make stokvels work better for members and build lasting financial success.
• [TOP STORY] Coface Economic Risk Review: Downgrades sweep across the globe 10.07.2026 9dk

  'South Africa's economy has been resilient to shocks, but the resilience is also part of why it stagnates' – Aroni Chaudhuri, chief Africa economist at Coface
• China needs an AI boost to attract investors 10.07.2026 22dk

  China is lagging its global peers more than at any point in 25 years. PSG Old Oak’s Schalk Louw explains why. Coface’s Aroni Chaudhuri on the global outlook, the Iran conflict, and what it means for local GDP growth and inflation. Simon asks: Are Meta and xAI selling data centre capacity a warning sign for the AI buildout?
• [TOP STORY] What’s driving the surge in short selling on the JSE? 09.07.2026 5dk

  ‘Spar is the clearest example of where market concerns are actually firmly grounded in observable fundamentals': AG Capital’s Casey Sprake.
• Sun International: A bargain in plain sight? 09.07.2026 20dk

  Tourism continues to recover, but where's the investment opportunity? Faheema Adia from Momentum unpacks the latest tourism data, the outlook for local leisure stocks, and what Hyprop's accelerated bookbuild means for investors. Short sellers have been increasing their bets against South African retailers. Casey Sprake from AG Capital explains what's driving those positions, what they're signalling, and the risks investors should be watching. Mathew Haswell from Refiant discusses their locally developed AI model, which they say offers 10x the memory of Claude and ChatGPT, and what sets it apart.
• [TOP STORY] Ignoring tech issues costs financial services industry millions every year 08.07.2026 6dk

  ‘We found that technology friction is effectively a hidden productivity tax that never really shows up on any dashboard' – Altron Digital Business MD Craig Stewart.
• Beyond big tech: Where the opportunities are now 08.07.2026 20dk

  Kea Nonyana from PrimeXBT asks whether there’s still an energy trade in a world awash with oil, and shares where he’s finding value in the US beyond the tech giants. Craig Stewart from Altron Digital Business unpacks the employee experience of workplace technology, and why there’s often a gap between the tools staff need and what they actually have. Dr Wiehann Olivier from Forvis Mazars explains Sars's new crypto tax guide, what it means for investors, and the grey areas to keep an eye on.
• [TOP STORY] Inside South Africa’s most remarkable corporate turnarounds 07.07.2026 6dk

  'If you leave the process too late, there's going to be nothing left to rescue' – Eric Levenstein, director and head of the Insolvency and Business Rescue Department at Werksmans Attorneys.
• Clicks at decade-low valuation: Buy or beware? 07.07.2026 20dk

  Independent analyst Jimmy Moyaha unpacks Clicks, now trading on a PE roughly half its decade-long average. Is this a rare value opportunity, or are investors witnessing a changing of the guard? Eric Levenstein of Werksmans Attorneys discusses the business rescues of Murray & Roberts and Group Five, and what their success says about South Africa’s rescue framework. Frank Knight, CEO of Debtsource, looks at the risks elevated interest rates continue to pose for South African businesses.
• [TOP STORY] SA Reits have outperformed equities and bonds year to date 06.07.2026 6dk

  Ian Anderson of Merchant West Investments discusses the sector’s 4.2% return in June alone, Delta Property Fund’s 50% surge and Hyprop and Vukile expanding in Europe.
• Investing in Japan: The good and the bad 06.07.2026 20dk

  Nick Kunze from Sanlam Private Wealth unpacks Hudaco's results in a tough trading environment and whether Japan's weak yen, rising yields and stronger markets are creating opportunity. Ian Anderson from Merchant West Investments reviews first-half Reit performance and the appeal of Italian property deals. Chris Fraenkel, Wealth Manager at Private Client Holdings, discusses the saving habits of Gen Z and Gen Alpha.
• [TOP STORY] Gold, US politics and oil shocks: Decoding the gold market’s next moves 03.07.2026 9dk

  'I would really point all of your listeners to our recent central bank survey; it's a master class in being able to see what everybody's thinking’ – Taylor Burnette, World Gold Council.