Monday, June 1, 2026

PODCAST: No Ordinary Wednesday Ep127 | The Everything Shock

What began as a geopolitical conflict is rapidly becoming something much larger. Oil is only one part of the story. Natural gas, fertilisers, chemicals, shipping routes, aluminium, aviation fuel and global supply chains are all now being affected by the fallout from the Iran war. In the latest episode of No Ordinary Wednesday, Jeremy Maggs speaks to Investec’s Osa Mazwai and Campbell Parry about why this is increasingly being described as an “everything shock.”

Ghost Stories #102: A market holding its breath

In this episode of Ghost Stories, I was joined by Satrix’s Nico Katzke to unpack a global market that feels eerily calm in the face of rising risk. From Middle East tensions and the growing threat of energy disruption to the curious resilience of equity markets, the conversation explores whether investors are underpricing just how fragile the current environment really is.

Ghost Stories #101: Under the hood – the data edge at WeBuyCars

In this episode of Ghost Stories, The Finance Ghost goes beyond the headline numbers and gets under the hood of WeBuyCars with Deputy CEO Wynand Beukes and CFO Chris Rein. Instead of rehashing the latest earnings, the conversation focuses on what really matters: how the business is adapting to a rapidly shifting automotive market, from the rise of Chinese brands to increasing pressure on pricing and margins. What sits at the heart of it all? Data - and how this informs pricing models, inventory strategies and expansion decisions.

The Finance Ghost Plugged in with Capitec: From shuttle rides to SaaS

Most entrepreneurs don’t dream of becoming accounting software founders. Yet, in the back of a Joburg shuttle, Tayla Dandridge and her co-founders spotted a glaring gap: everyday businesses were being left behind by global ‘whales’ like QuickBooks and Sage. Stub was born to serve the trader in Durban, the side hustler in Soweto and the small business owner who needs simplicity, intelligence and local relevance instead of intimidating spreadsheets. This is Stub's story.

Ghost Stories #100: Mining through the cycle – Sibanye-Stillwater’s strategy

Sibanye-Stillwater CEO Richard Stewart has stepped into the top job at a time when the company is printing money in its gold and PGM operations. But success during the favourable times in the cycle is driven by what a mining company does through the cycle. From cost control measures through to strategic commodity investments, there are many strategies that Sibanye-Stillwater uses to create long-term shareholder value. In this excellent discussion, Richard gives us deeper insights into the operating environment and how the group positions itself over time.

PODCAST: No Ordinary Wednesday Ep126 | Investing through the noise

In this episode of Investec's excellent No Ordinary Wednesday podcast hosted by Jeremy Maggs, Investec's Tinus Rautenbach and Bongani Nhleko share real insights from the Clarity platform, revealing where capital is flowing, how behaviour is shifting, and the risks investors may not see. Get ready to close the gap between perception and portfolio reality in this podcast.

The gender gap compounds – why SA women shouldn’t wait to invest

Lauren Jacobs, Senior Portfolio Manager at Satrix, highlights some of the challenges faced by women on their wealth creation journey - and what to do about them.

PODCAST: No Ordinary Wednesday Ep125 | Capital meets reform – is South Africa investable again?

South Africa’s reform momentum is becoming more visible, but so are the constraints that could stall it. From energy gains to persistent bottlenecks in logistics and municipalities, the discussion examines whether progress is enough to sustain investor confidence and what still needs to shift for capital to follow.

PODCAST: No Ordinary Wednesday Ep124 | A crude awakening for inflation?

In this episode of No Ordinary Wednesday, Investec’s Chief Economists Annabel Bishop and Phil Shaw examine how the energy shock is forcing central banks to reconsider their path. From London to Pretoria, policymakers face a familiar dilemma: tighten into slowing growth, or risk letting inflation take hold. Guest host Neo Ralefeta explores the implications for global growth and what it means for South Africa, from currency volatility to fuel supply risks and consumer costs.

Ghost Stories #99: Unleashing independent retail – the foundation of SPAR’s turnaround

Reeza Isaacs is the newly appointed CEO of SPAR. As hot seats go, this one is warmer than a freshly-baked bread at your local store. With plenty of experience in difficult retail settings, Isaacs is excited for the challenge. He believes strongly in the independent retail model that forms the underpin of the SPAR wholesale business. Through a focused strategy on Ireland and South Africa, SPAR is committed to getting the basics right and demonstrating the benefits of independent retail.

CA&S increases dividend as regional expansion supports earnings growth

Market conditions have increased the importance of specialised route-to-market platforms - companies that provide the infrastructure needed to connect brands with retailers across multiple markets. One such company is CA&S Group. The company brings you their FY25 financial results in this piece.
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