Dominique Olivier
Sony’s stuck in a Spider-Man spiral
Sony, once a post-war electronics wunderkind best known for pioneering devices like the Walkman and the Trinitron TV, now finds itself tangled in a web of its own making - one spun not from copper wire or silicon wafers, but from red spandex and Hollywood contracts. Dominique Olivier explains the complicated IP ownership around Spider-Man.
Podcasts
PODCAST: No Ordinary Wednesday ep100 – a world in flux
From a global pandemic to fractured supply chains, energy shocks, inflation spirals, rate hikes, AI disruption, war, and geopolitical realignment - the last four years have been anything but dull. The 100th episode of No Ordinary Wednesday is a discussion on regional trends that will shape the years to come.
Unlock the Stock
UNLOCK THE STOCK: ASP Isotopes
In the 52nd edition of Unlock the Stock, ASP Isotopes made their debut appearance ahead of a planned listing on the JSE.
Dominique Olivier
Now is a great time to question our Chinese bias
A wave of TikToks from Chinese factory owners is reshaping how we think about where the things we buy come from. By casually revealing that many brandnamed products are made in Chinese factories, these videos are forcing a reckoning with a deeper bias: our enduring discomfort with the words “Made in China”.
Ghost Stories
Ghost Stories #61: A day in the life of a portfolio manager (Lauren Jacobs at Satrix)
Ever wondered how the nuts and bolts of ETFs work? What goes into index tracking and making sure that it is achieved at the lowest possible cost? And are all indices created equal from a complexity perspective? Lauren Jacobs at Satrix shows you what a day in the life of a portfolio manager looks like.
Ghost Wrap
GHOST WRAP – April’s droppers and whoppers
There may have been many public holidays in April, but that didn't stop the market from reacting to the broader geopolitical turmoil. With recession concerns as a key theme, which stocks did well and which ones delivered a nasty drop?
This podcast is an overview of recent big share price moves among larger local companies on the JSE, revealing some interesting trends. Ghost Wrap is brought to you by Forvis Mazars.
Podcasts
PODCAST: USA Inc – a superpower stumbles
With the recent global markets turmoil, driven by US President Donald Trump’s tariffs policies, questions are being asked about the future of US exceptionalism. Jeremy Maggs hosts this episode with Annelise Peers and Richard Cardo of Investec.
Satrix
What’s Trumps in a Topsy-Turvy World?
Nico Katzke of Satrix covers a number of critical investment trends in the current environment, ranging from the appeal of gold through to the risks facing bonds. As always, diversification is key.
