Tag:
AI
Ghost Stories
Ghost Stories #87: Lessons from 2025 – discipline over drama
As we look back on a fascinating year in the markets, Nico Katzke (Head of Portfolio Solutions at Satrix) delivered a fantastic mix of insights on this podcast that can be applied to your strategy in 2026 and beyond. From being careful not to learn the wrong lessons through to choosing simplicity over complexity, there's a lot of great stuff in here to get you ready for another year in the markets.
Dominique Olivier
19 November 2025: the last day that we could trust our eyes
A shift in AI has severed the link between images and reality. Now we’re left navigating a world where our eyes can’t keep up. Tapping into her art school days and a famous book named Ways of Seeing, Dominique Olivier contemplates the latest jump forward in AI image generation - and what it means for trust on the internet.
DealMakers
South Africa’s retail revolution
Retailers are divesting non-core assets to fund complementary bets: fintech stacks, AI-driven personalisation, and last-mile tech.
Ghost Stories
Ghost Stories #80: Taming the herd – how to navigate bubbles, biases and big market moves
Kingsley Williams is the Chief Investment Officer at Satrix, which means he has built his career around being a student of the markets. He started working right before the dot com bubble, so Kingsley has seen exactly what happens when you have herd mentality in the markets.
Bubbles. Biases. Big market moves and the way they make people behave - it's all here in this great conversation around how to stay sane in a market that is driven by emotion, and one of the most dangerous human traits of all: greed.
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.
DealMakers
The impact of AI on M&A transactions
The proliferation of AI-enabled businesses creates new complexities in transaction evaluation and execution,.
DealMakers
How AI is revolutionising the M&A deal cycle
AI tools are designed to amplify human judgment, streamline decision-making, and unlock deeper strategic insights across every stage of a transaction.
Satrix
Autonomous Investing (AI) – Myth or Reality?
In an age dominated by AI innovations that blur the lines between reality and generative fiction, autonomous investing seems like the logical next frontier. Here, Nico Katzke of Satrix explores which parts of investing are likely to be impacted by AI – and (spoiler alert), the impact may not be what you expect.
