Moneyweb Radio MoneywebNOW

Gold on track to hit $5 000 soon

Loading player...
Matete Thulare from RMB weighs in on the US dollar’s 2025 slide – with the DXY down nearly 10% this year, is further weakness on the horizon? Francois van der Merwe of Sanlam Investments Multi-Manager dives into the active vs passive investing debate – and reveals the conditions when active strategies really shine. Chris Harmse from Sequoia Capital Management explores US stagflation fears and their ripple effects, from gold to the rand.
30 Sep 2025 1AM English South Africa Business News · Business

Other recent episodes

Weak US jobs good for markets and gold

Dylan Bradfield from Sharenet unpacks Friday’s US jobs data and the latest Spur update, where adjusted Heps remains positive. Maarten Ackerman, chief economist at CAM Asset Management, looks at the long-term economic impact of the war in Iran. And Duma Mxenge from Satrix explains why chasing famous names is likely…
11 Aug 1AM 19 min

From asset light to asset heavy: The hyperscaler pivot

Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from Foord Asset Management, looks at how SA's increasingly thrifty shopper is reshaping the retail landscape. Simon shares his thoughts on why hyperscalers are shifting from asset-light balance sheets to…
7 Aug 1AM 20 min
All episodes