Ghost Stories
Ghost Stories #77: What AI means for real-world business – and for your job
AI has dominated the headlines this year and is the cause of seemingly bottomless investment in markets like the US. This is technology theatre at its finest, accompanied by flashy presentations and even flashier share prices at the world's biggest tech companies. But what impact is it actually having on the corporates on the ground who are the eventual users of the service? And what does it mean for jobs? Shane Cooper of Forvis Mazars in South Africa joined me to unpack these topics.
Podcasts
PODCAST: No Ordinary Wednesday Ep112 | IMF Special – Signals from Washington
In this special IMF edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, and Ruth Leas, CEO of Investec UK, unpack the signals from this year’s meetings in Washington – from the “three Ts” shaping investor sentiment (Trump, technology and tariffs) to the cautious optimism surrounding South Africa’s reform momentum.
Ghost Stories
Ghost Stories #76: How private cloud prepares you for a rainy day
Steve Porter gets out of bed every day to make sure that the clients of Metrofile Cloud can keep their businesses running when disaster strikes. In a world of public cloud offerings with all the bells and whistles, Metrofile Cloud's private cloud business takes a no-nonsense approach to delivering cloud services to South African businesses of all sizes - and with a real person on the other end of the phone when you need help. In this podcast, he explains how private cloud differs to public cloud.
Ghost Stories
Ghost Stories #75: A structured approach to global equity exposure
We know that global equities have outperformed global bonds and money market investments over the long term, but this comes with the risk of higher volatility. With a track record in structured products spanning 23 years, Investec has seen practically every type of market cycle play out. Japie Lubbe brings his extensive experience to this discussion, explaining the approach to structured global equity exposure taken by Advanced Investment Holdings in the current environment.
Capitec
The Finance Ghost Plugged in with Capitec: Ep 4 (A dose of inspiration with The Local Choice Pharmacy)
Hugh Cunningham is as passionate about customer service and product assortment as he is about medicine. As the co-owner of The Local Choice Pharmacy Harmelia, Hugh focuses on business management, while his wife and co-founder Yolandi ensures the dispensary runs smoothly. On episode 4 of The Finance Ghost Plugged in with Capitec, Hugh shares excellent insights on specialist retail and how pharmacies really work.
Podcasts
PODCAST: No Ordinary Wednesday Ep110 | US priced for perfection
The US market is trading ~40% above fair value. What could cause those lofty valuations to deflate? This week on No Ordinary Wednesday, Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, unpacks the key findings of Investec’s latest Global Investment View, highlighting risks for global investors and where opportunities lie outside the US.
Satrix
Why South Africa Is Becoming A Digital Investing Powerhouse
South Africa is rapidly emerging as a digital investing leader, driven by mobile-first platforms, financial inclusion efforts, and a tech-savvy population. Duma Mxenge of Satrix explains why this is happening and why it matters.
Sponsored
Public comment deadline looms for Crypto-Asset Reporting Framework (CARF)
In September, SARS released the draft Crypto-Asset Reporting Framework (CARF) regulations for public comment, marking a significant step in aligning South Africa with the global push for transparency in crypto-asset transactions. The deadline for public comment is 3 October 2025. Wiehann Olivier of Forvis Mazars in South Africa explains why this framework matters.
