[Audio Pod] What 2026 Holds for Markets and Selling Cape Town Air
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In Useful Updates, we cover SARB’s review of banking premiums, fresh talk of a commodity supercycle, takeaways from the World Economic Forum, pressure mounting on Jerome Powell, Rupert’s search for a new sports club, Saudi Arabia opening its stock market, BAT exiting SA manufacturing, and Audi’s entry into Formula 1.
In our Deep Dive, our focus shifts to the 2026 outlook — what the current data, policy decisions, and capital flows suggest about the next phase for markets, currencies, and investors.
In Make-It-Make-Sense, we try follow the money through some of the week’s stranger headlines, from Greenland’s eye-watering price tag and tariff logic, to Cape Town airspace being up for sale, and a curious Nobel “gift” tied to Norway.
Lastly, in our Unfiltered Opinion, we tackle a question many quietly wonder about: what actually happens if you leave the country owing a bank a large sum? Hypothetical, of course — though Malta does briefly enter the chat.
In Useful Updates, we cover SARB’s review of banking premiums, fresh talk of a commodity supercycle, takeaways from the World Economic Forum, pressure mounting on Jerome Powell, Rupert’s search for a new sports club, Saudi Arabia opening its stock market, BAT exiting SA manufacturing, and Audi’s entry into Formula 1.
In our Deep Dive, our focus shifts to the 2026 outlook — what the current data, policy decisions, and capital flows suggest about the next phase for markets, currencies, and investors.
In Make-It-Make-Sense, we try follow the money through some of the week’s stranger headlines, from Greenland’s eye-watering price tag and tariff logic, to Cape Town airspace being up for sale, and a curious Nobel “gift” tied to Norway.
Lastly, in our Unfiltered Opinion, we tackle a question many quietly wonder about: what actually happens if you leave the country owing a bank a large sum? Hypothetical, of course — though Malta does briefly enter the chat.
Chapters
- 00:01 Disclaimer
- 00:50 Opening
- 02:47 Useful Updates
- 11:00 Deep Dive
- 30:31 Make-It-Make-Sense
- 38:36 Unfiltered Opinion of the Week
- 40:41 Disclaimer
