PODCAST: No Ordinary Wednesday Ep132 | Investing in AI’s next chapter

Artificial intelligence is moving faster than almost anyone expected. After attending two of the world's biggest technology conferences in Boston and San Francisco, Investec global equity analysts David Smith and Zane Bezuidenhout unpack what they learned from the executives shaping AI's future. From surging demand and infrastructure bottlenecks to agentic AI and the companies best placed to benefit, they explore what investors should be watching next. This podcast is hosted by Jeremy Maggs.

Ghost Stories #109: The quant behind the alpha – inside Old Mutual Investment Group’s Global Managed Alpha Fund

In this episode of the Ghost Stories podcast, The Finance Ghost sits down with Reza Fakie, portfolio co-manager of the Old Mutual Investment Group Global Managed Alpha Fund. The fund has delivered consistent outperformance against its benchmark since inception, but the real story is how it does it. Reza takes us inside the world of quantitative investing.

Aspen’s fat profits from thinner people; Prosus exits Delivery Hero

This episode of the Ghost Bites podcast on YouTube and Apple Podcasts / Spotify features Argent Industrial, Aspen, Coronation, Ninety One, Prosus, South32 - and a dog in a superhero cape!

Accelerate’s rollercoaster share price; Purple buys Telescope

This episode of the Ghost Bites podcast on YouTube and Apple Podcasts / Spotify covers Accelerate Property Fund, Alphamin, Purple Group and Sappi.

PODCAST: No Ordinary Wednesday Ep131 | South Africa’s consumer crunch

Are South African consumers past the worst of the fuel shock? Household budgets have been hit by higher fuel prices, rising inflation and pressure on real wages. But fuel prices are starting to fall. The risk is timing. Will relief arrive before households are forced to cut back further? Host Jeremy Maggs unpacks the consumer outlook with Annabel Bishop, Investec Chief Economist, on No Ordinary Wednesday.

The Finance Ghost Plugged in with Capitec: Entrepreneurship without excuses – the Planetworld story

From humble beginnings selling Bluetooth car kits to building Planetworld into a diversified importer and distributor of 78 global brands, Planetworld co-founder and CEO Maurice van Heerden shares a refreshingly honest view of what it takes to scale a business. 

VIDEO: Why credit ratings matter | Why REITs raise capital so easily

The recently launched Ghost Bites podcast brings you an audio supplement to the daily Ghost Bites that you know and love in Ghost Mail. This gives me an opportunity to expand on certain topics in detail, while bringing in the results of the poll as well. This episode covers the recent credit ratings upgrade for the banks, as well as Hyprop's capital raise.

Ghost Stories #108: Due diligence decoded – inside the modern deal risk process

Due diligence is often described as "doing your own research" before an acquisition, but the reality is far more complex. In this episode of Ghost Stories, The Finance Ghost is joined by Althea Soobyah, Bongiwe Mbunge and Johan Marais from Forvis Mazars to unpack what a modern due diligence process really looks like. This episode offers valuable insights into what happens after the letter of intent is signed and the real work begins.

Ghost Stories #107: The real risk is playing it “safe”

Volatility feels like risk. The daily noise, the red screens, the uncomfortable drawdowns - these are the stress points for investors. This is what might keep you out of the market altogether. But what if the real risk was avoiding the markets over the long-term, rather than managing the bumps along the way? Kingsley Williams of Satrix explains.

Ghost Stories #106: Load shedding to load sharing – South Africa’s energy market evolves

The Finance Ghost sits down with Tokollo Tau from Nedbank CIB to unpack how South Africa’s energy landscape is evolving beyond the dark days of load shedding. What once felt like a permanent crisis has receded into the background, but the real story now is what’s being built in its place (like power wheeling and aggregation). Against the backdrop of the Africa Energy Forum, the conversation explores the infrastructure and commercial models that are reshaping how electricity is generated, moved and sold across the country, unlocking new levels of flexibility and opportunity for businesses.

The Finance Ghost Plugged in with Capitec: Purpose and profit

What does it really take to build a business from nothing in South Africa? Founder of Universal Kitchens, Clinton Van Breda, shares the unfiltered story of how he dedicated two decades to turning a R500 000 loan into a business employing over 200 people.