The Finance Ghost
Podcasts
WEF2026 | AI: from hype cycle to hard choices
AI has moved beyond experimentation. It now sits at the centre of decision-making. At the World Economic Forum Annual Meeting in Davos, the conversation is clear - how can leaders use AI to drive growth, manage risk and reshape work.
In episode 2 of Investec's Davos Debrief series, Jeremy Maggs speaks to Lyndon Subroyen, Investec’s Global Head of Digital & Technology.
Ghost Bites
Ghost Bites (BHP | Merafe)
BHP's first half is encouraging and the company has upgraded guidance for 2026 in copper as the key commodity. The guidance for the Jansen project is a sign of inflationary pressure, though. Over at Merafe, ferrochrome production has dropped to negligible levels.
Ghost Bites
Ghost Bites (Alphamin | Sibanye-Stillwater)
Alphamin had a strong 2025 despite security challenges in the DRC. Sibanye-Stillwater has plotted the way forward for its lithium asset, with cautious optimism as the overall theme.
Capitec
The Finance Ghost Plugged in with Capitec: Ep 7 (Driving more than turnover)
Priscilla Msimanga made the leap that so many dream of, yet few are willing to make: leaving a big corporate role and shifting into the grinding world of entrepreneurship. To add to the intrigue, she bought a Shell forecourt and stepped into specialist retail. From pumping fuel to serving food, this is a lovely story of rolling up those sleeves and learning how to run a business.
Podcasts
WEF2026 | What markets will be watching in Davos
The World Economic Forum Annual Meeting is here and markets are paying attention. As leaders gather in Davos, the conversations will likely shape risk premiums, capital allocation and investor confidence in the months ahead. In episode one of Investec's special Davos Debrief podcast series, host Jeremy Maggs is joined by Chris Holdsworth, Chief Investment Strategist at Investec, to cut through the noise and focus on what really matters for investors.
Ghost Bites
Ghost Bites (Aveng | Ninety One)
Aveng has announced a change in top management, with the CEO leaving the group at the end of January 2026. Ninety One's AUM has continued its positive trajectory.
Dominique Olivier
What does Barbra Streisand have in common with Swedish pirates?
Humans are curious creatures. Tell us something is forbidden and suddenly it’s the only thing we want to see. Hide information and we’ll dig for it. Try to erase something and we’ll screenshot it, repost it, remix it, and turn it into a meme before the PR company has finished drafting the apology statement. Dominique Olivier explains the root of the "Streisand effect" and other examples just like it.
Ghost Bites
Ghost Bites (Hyprop | Richemont)
Richemont's results clearly show the effect of geopolitical turmoil on global currencies - the growth in constant currency is much higher than reported growth. Hyprop's disposal of Hyde Park Corner has fallen through.
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