[TOP STORY] The latest hyperscaler earnings and AI growth
Loading player...
‘We haven't had any kind of significant scientific advantage from AI at the moment,’ comments Vic Govender from Rand Swiss.
Other recent episodes
[TOP STORY] Operation Vulindela: Challenges and triumphs
'At the end of the day, what we want to do is create employment and ensure that South Africans have a better place to live’ – Rudi Dicks, Presidency’s Project Management Office.
Cell C needs to prove its business model
Independent analyst Jimmy Moyaha on Cell C – with the IPO a success and Allan Gray taking a meaningful stake, is there value emerging? Ian Anderson from Merchant West Investments on why 2025 could outshine 2024 for Reits – and whether the momentum can hold into 2026. Rudi Dicks, head…
[TOP STORY] Trump actions ironically good for SA
‘I think you have to be very careful with the US as an investment destination; other markets are becoming much more interesting’ – Herman van Papendorp, Momentum Investments Head of Asset Allocation.
Finding stellar returns beyond just tech
Sithembile Bopela from FNB Wealth and Investments unpacks whether Aspen’s plan to sell its APAC (ex-China) assets sharpens the investment case. Herman van Papendorp from Momentum Investments explores how the US attack on Venezuela carries consequences well beyond Latin America, with longer-term implications for investors. Craig Antonie of AnBro Capital…
[TOP STORY] The importance of Federal Reserve independence
Infringing on central bank independence is ‘really doing the opposite of investing in your future; you're investing in now at the expense of the future’ – Future Forex CEO Harry Scherzer.