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.
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.
Podcasts
PODCAST: Tariffs – Pause and effect
Where are investors seeking refuge amid uncertainty? And will the recent rebound in global stocks last? In this episode of No Ordinary Wednesday, Investec Wealth and Investment International's Chief Investment Strategist Chris Holdsworth, and investment strategist Osa Mazwai explore the ongoing impact of US President Donald Trump’s tariff policies.
Ghost Stories
Ghost Stories #60: Debt markets – the other side of the coin
Intengo Market is a digital marketplace for debt instruments in South Africa, driving outcomes like increased liquidity and price discovery. CEO Ian Norden joined me on this podcast to give an overview of the debt markets in South Africa. You can expect many more insights in months to come.
Podcasts
PODCAST: Positioning for tariff turmoil
In this special edition of Investec’s No Ordinary Wednesday podcast, Jeremy Maggs is joined by Chris Holdsworth and Osagyefo Mazwai to delve into the recent market turmoil following President Donald Trump's controversial tariff announcements.
Ghost Stories
Ghost Stories #59: STADIO – a growth story on the JSE
STADIO Holdings has a growth story to tell. That's a rare thing on the South African market. The tertiary education space is booming and STADIO is addressing that demand through a combination of contact learning and distance learning offerings.
On this podcast, CEO Chris Vorster and CFO Ishak Kula joined me to talk through the business model.
Ghost Stories
Ghost Stories #58: Diversification – the way to survive market chaos
With the markets in disarray in the aftermath of tariffs, it looks like the theme this year is more around risk management in a bear market rather than which growth stocks to buy. This is where strategic asset allocation becomes key, as discussed with Kingsley Williams of Satrix in this podcast.
Ghost Stories
Ghost Stories #57: VAT strategies, bracket creep and what it means for South Africans
With the dust having settled on the Budget Speech and the proposals that parliament will need to vote on, Tertius Troost of Forvis Mazars in South Africa joined me to reflect on the key drivers behind the headlines - including the real questions, like whether VAT is anti-poor and how bracket creep really impacts us.
Ghost Wrap
GHOST WRAP – Q1 winners on the JSE
In considering how the first few months of the year have played out, some surprising winners have emerged. The performance in gold is simply a case of the sector carrying on where it left off in 2024, but what about platinum? And where did that telecoms rally come from? Also, have retail stocks continued their slide since the previous episode of Ghost Wrap that focused on that issue?
Podcasts
PODCAST: Global economy: Recession or recovery?
Recession risks, inflation pressures, and trade tensions - how is the global economy shaping up in 2025? Investec’s Chief Economists, Phil Shaw (UK) and Annabel Bishop (SA), take stock of the latest trends in No Ordinary Wednesday. From global growth forecasts to the economic outlook for Europe and South Africa, they break down what lies ahead.
