[TOP STORY] Semiconductor giants are powering the AI revolution
Loading player...
Old Mutual Wealth Strategist Izak Odendaal explores what the AI-driven capital expenditure boom means for investors.
Other recent episodes
[TOP STORY] The hidden toll of debt and why early action matters
If ‘you're stuck, struggling to put food on the table or struggling to speak to your family, speak to a professional, speak to a debt counsellor, speak to a financial advisor’: Sebastien Alexanderson, Debt Advisors CEO Sebastien Alexanderson.
Anthropic IPO numbers surprise on the upside
Analysis of SA’s food security challenges and what the latest research reveals about access to food, plus a look at the mental toll of debt and practical ways to manage financial stress.
[TOP STORY] The inverse relationship between bond yields and equities
John Stopford, head of multi-asset income at Ninety One, talks us through why higher bond yields are typically negative for equities, and what investors need to know.
Is your Reg 28 fund pulling its weight?
Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results. Ninety One’s John Stopford warns of risks to equities as bonds and stocks diverge, while PSG Asset Management’s Dirk Jooste explains how understanding your Regulation 28 fund can boost…
[TOP STORY] Secrets to a decade of successful investing
Truffle Asset Management’s Etienne Roux shares the investment philosophy, downside protection and strategy of the Amplify Wealth Protector Fund.