US earnings season begins with high expectations

Loading player...
Nick Kunze from Sanlam Private Wealth asks whether there's any value left in battered paper stocks Sappi and Mondi, and what ongoing geopolitical tensions mean for the oil price. Harris Gorre from Grovepoint Investment Management unpacks the booming private credit market and whether Jamie Dimon's "cockroaches" warning is starting to emerge. Sarah Nicholson from JustMoney shares practical tips on how to make stokvels work better for members and build lasting financial success.
13 Jul 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Tech bubbles, AI, and emerging markets

‘We actually need periods where the market loses its sensibilities and relaxes its typical risk tolerance, spurring the development of technologies that propel society forward’ - Nico Katzke, head of portfolio solutions, Satrix.
28 Jul 3AM 7 min

Vodacom cuts dividend payout ratio

Danie Dörfling from Moore Infinity unpacks Vodacom's latest update, including the dividend payout ratio cut, and asks whether telcos still deserve a place in an investment portfolio. PayInc CEO Stephen Linnell joins us to discuss the evolution of payments as consumers increasingly shift to apps and digital wallets. Plus, Satrix's…
28 Jul 1AM 22 min

Alphabet’s growth machine keeps delivering

Kea Nonyana from PrimeXBT unpacks Alphabet’s latest results, with capex now approaching $200 billion, and what they mean alongside Intel’s numbers. Peregrine Capital CEO Jacques Conradie joins us to discuss technological advancements and the biggest macro risks facing the local market. Plus, Thomas Berry from PSG Wealth shares how to…
27 Jul 1AM 20 min