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Leaving the pots alone, the Buffet mindset and Powell’ing markets

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In this vidcast, we share our thoughts on the decision to withdraw funds from the new savings pot as well as other changes coming into effect under the two-pot retirement amendments. We also look into the possible implications of Jerome Powell's speech at the Jackson Hole Symposium on market. Then we discuss South Africa's latest inflation print, before wrapping up with a look at Shein's lawsuit against Temu.

SARB forfeitures, corporate actions and how they affect businesses

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In this vidcast, we look into the new precedent being set by the South African Reserve Bank (SARB) on seizures and forfeitures of funds. With our guest, Petri Redelinghuys, founder at Herenya Capital Advisors, we explore the different types of corporate actions and how they affect businesses. We also look into some of the considerations business owners think about when structuring their businesses.

Boardroom woes, commodities and unstoppable stocks

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This vidcast discusses the boardroom woes at Quantum foods, before wrapping up with the latest challenges facing PnP. We then look into the latest data from the US and what it means for potential interest rate cuts. The aim is to get a better understanding of the driving factors, investment cases and opportunities that may present themselves.

An in-depth look at luxury stocks, gender retirement gap and Transnet’s...

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This vidcast takes an in-depth look at luxury stocks, luxury brands, and the investment case that exists for the market locally and globally. We highlight any preferred investment opportunities identified by our community and peers and share thoughts and opinions on those. Important developments and consumer awareness conversations are also covered.

Understanding PnP rights offer, tech stocks and identity fraud

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This vidcast discusses the Pick n Pay (PnP) rights offer and the incentive package that Sean Summers negotiated for himself. We also look into commodities and the USD/ZAR with our guest Ruan Landsberg, Market Analyst at Finalto.

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