[Full Show] Inflation Targeting, Funeral Policies and PIC's R4bn Loss

Loading player...
Market Matters
This week, we look back on the interest rate decision made by the South African Reserve Bank and share our thoughts on what could be the most fundamental shift in monetary policy that we have seen in South Africa in over 25 years. We also take stock of the performance of the month of May,

Deep Dive
We dive into the fascinating world of funeral policies. We examine the role of funeral policy providers as regulated institutions and unpack the implications this would have on policy holders. We also look at the protections afforded to those dealing with regulated FSPs.

Investor Insights
We look at the latest delisting announcement on the JSE and reflect on whether or not the stock has returned any value to shareholders. We also add an unsuspecting stock to our wall and wrap things up with our Unfiltered Opinion of the Week.
Chapters
  • 00:01 Disclaimer
  • 00:52 Opening
  • 04:32 Market Matters: Inflation Targeting and Interest Rates
  • 21:56 Deep Dive: Funeral Policies
  • 38:30 Investor Insights: PIC's R4bn Loss
  • 54:20 Unfiltered Opinion of the Week
  • 55:17 Disclaimer
4 Jun English South Africa Investing · Business News

Other recent episodes

[Audio Pod] The Rand Explained, and Crazy Black Friday Spends

In Useful Updates, we cover Cell C’s renewed listing ambitions, Walmart’s second swing at South Africa, a gambling tax shake-up, Curro’s buyout conditions, G20 drama, Standard Bank’s China payment system, a new trade surplus, and SA’s updated retail savings bonds — now offering 8% for five years. In our Deep…
3 Dec 37 min

[Audio Pod] Can You Afford to Retire, and Was G20 Worth the Drama

In Useful Updates, we unpack the G20 declaration drama, a fresh 25bps rate cut, Japan’s unusual yield curve moves and Bitcoin’s reaction, and the surprisingly heated Ralph Lauren debate. We also share feedback from Walmart's new store, Pick n Pay’s next chapter, and Bill Gates offloading more Microsoft shares. For…
26 Nov 44 min

[Audio Pod] How to Land Sponsorships, and SA's Lost Economy

In Useful Updates, we unpack the global shifts shaping SA’s economy — from a long-awaited ratings upgrade and reactions to the MTBPS, to major resignations from Michael Burry, Nancy Pelosi and Warren Buffett. We break down interest-rate decisions, Walmart’s latest SA update, Revolut’s banking license move, and why the WBC…
23 Nov 44 min

[Audio Pod] How to Start Investing, and Profiting from Loans

In Useful Updates, we unpack a whirlwind of updates — from Singapore’s scam crackdown and Elon Musk’s record-breaking payday to South Africa’s MTBPS drama, Cell C’s listing ambitions, and the global chip war heating up again. For our Deep Dive, we sit down with Ivyn Sambo — lawyer turned financial…
12 Nov 45 min

[Audio Pod] How to Navigate Volatile Markets, and Suing Governments

In Useful Updates, we cover the biggest stories shaping markets right now — from Scooters Pizza’s comeback and Coca-Cola’s South African bottling buyout, to Cell C’s missing billions and the Louvre jewel heist twist. We also explore what it means for South Africa to finally be off the grey list,…
29 Oct 38 min