Insider Exchange

We dive into the key considerations investors should think about when looking to identify quality businesses. We highlight some important metrics that can be used to measure the strength of a company's performance, as well as some leadership considerations to take into account. We are joined by Keith McLachlan, CEO at Element Investment Managers.

This week, we look back on developments in the Anglo stable, both on the platinum as well as on the gold side. We also analyze the recent interest shown in SA bonds and what this could potentially mean for the global investment landscape.

We add some new local counters to our wall of preferred picks and chat about why they have peaked our interest at the moment. Petri Redelinghuys, Founder at Herenya Capital weighs in here.

We dig into the Forum for China-Africa Cooperation Summit (FOCAC) that took place in Beijing and what it means for the African continent. We also unpack some of the conditions that typically come with foreign direct investment (FDI) commitments and how Africa can negotiate these better. We are joined in studio by Petri Redelinghuys, Founder at Herenya Capital.

This week we look ahead to the NFP report in the US. We also discuss the increased volatility that started off the first trading week of September and what some of the moves could potentially be signaling from an investor point of view. Dany Mawas, CEO at Finalto South Africa and Ruan Landsberg, Market Analyst at Finalto join the conversation.

We continue sharing our thoughts on the changes coming into effect under the two-pot retirement amendments by looking at the tax implications of withdrawals. And we make some recommended adjustments to our wall of preferred picks.

This week we reflect on the month of August and some of the major developments that would have affected markets. We also look at some of the surprise moves from local and international markets. We are joined in studio for this segment by Dany Mawas, CEO of Finalto South Africa.

We share our thoughts on the decision to withdraw funds from the new savings pot from 1 September as well as other changes coming into effect under the two-pot retirement amendments. And we add 3 new stocks to our wall of preferred picks.

This week, we are joined in studio by Prof. Adrian Saville, Professor at Gordon Institute of Business Sciences to look into science behind the success of Berkshire Hathaway. We dig into the Berkshire empire and unpack the mindset and investment philosophies of the legendary Warren Buffet. Everything from how to build a portfolio, right down to holding more US treasuries than the US FED itself.

We look into the possible implications of Jerome Powell's speech at the Jackson Hole Symposium on markets. Then we discuss South Africa's latest inflation print, before wrapping up with a look at Shein's lawsuit against Temu. We are joined in studio for this segment by Dany Mawas, CEO of Finalto South Africa as well as Ruan Landsberg, Market Analyst at Finalto South Africa.

We wrap up our week's conversations with a look at the latest seizures and forfeitures of funds by the South African Reserve Bank on private companies. This follows a newly established legal precedent that allows the central bank unilateral powers. We also update our wall of preferred stocks that we are keeping an eye on.

We dive into the various ways businesses are structured, how these structures come about and how various corporate actions can impact these structures. We also look into the options available to businesses founders looking to exit or scale up their businesses.

We look at what the latest US inflation data suggests for global interest cuts. We also look into the favour South African stocks are finding with investors because of their attractive and discounted valuations.

We touch on the importance of personalizing your retirement planning and taking on more risk for a better future. Then, we wrap things up with some unstoppable stocks for our investor wall of preferred picks.

In this week's deep dive, we delve into the world of commodities with detailed analysis of gold, oil and copper. Moxima Gama, Independent Analyst, joins us to share some of key thoughts and analysis on the potential future of these commodities.

We look into the latest data from the US and what it means for interest rate cuts. Then we discuss the boardroom woes at Quantum foods, before wrapping up with the latest challenges facing PnP.

We touch on the history of interest rates and inflation targeting as well as take a look at the updated requirements from Uber on vehicle specifications in South Africa. We wrap things up with a few updates to our investor wall of picks.

A deep dive into the most undervalued stocks on the JSE. According to Morgan Stanley, South African equities could outpace bonds and cash in the coming future and so we look for some of the best ideas. This week's specialist is Head of Research at FNB Wealth, Chantal Marx.

We take a look some market retracements and crashes, the CrowdStrike outage, and the potential impact of the US elections on markets. We are joined by the CEO of Finalto SA, Dany Mawas.

We tackle the differences between men and women when it comes down to retirement and planning for retirement. Then we look into whether or not debt should be used to finance investments and we update our Investor Wall.

A deep dive into the world of luxury assets, luxury stocks and luxury brands. Some invaluable insights from our studio guest, David Shapiro, who has more than 50 years of experience within the world of financial markets and certainly has his preferred luxury stocks.

We look into the MPC's decision to leave rates unchanged and when we can expect rate cuts in SA. Then we take a look at the lastest state-backed loan of R18,5bn provided to Transnet before wrapping things up with Bell and Sasfin delisting announcements. Special guest: David Shapiro

Unpacking the dangers of synthetic identity fraud, understanding the savings component of the two-pot system and an update to our investor wall of preferred picks.

A deep dive into the local telecoms providers in South Africa, as well as US and Chinese tech stocks. We chat to Economist and tech expert, Mudiwa Gavaza.

A round-up of the big news items of the week, including the R108M incentive package for Sean Summers of PnP. We also do a little technical analysis on gold, platinum and the USD/ZAR.

A look at consumers awareness, changes and our investor's wall. We unpack the latest warning from the FSCA on money muling, the EFT payment changes to the Common Monetary Area, and of course, our Investor's Wall of stocks.

A deep dive into the financial sector of the JSE. We cover banks, asset managers and insurers with this one. We are joined by seasoned veteran, Petri Redelinghuys of Herenya Capital.

A recap of the week's standout events. We take a look at the Government of National Unity, the impact of US data and the shake-up at Hulamin.