Echoes of the past: Japan’s bubble, the dot-com surge and today’s risks

Keith McLachlan of Element Investment Managers considers Anthropic’s new Claude Opus 4.6 tool for forecasting free cash flows and then discounting them back to a present value.

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – are drinkers buying less beer or just paying more for it? Keith McLachlan from Element Investment Managers explains how AI can now build robust discounted cash-flow models, what a DCF actually is, and how investors use it. Simon weighs…

Citadel chief economist Maarten Ackerman questions the trend’s sustainability but notes the differences between emerging markets.

Kea Nonyana from PrimeXBT on Capitec’s trading update, falling US unemployment, and claims from US Treasury Secretary Scott Bessent that Chinese speculators are manipulating gold. Maarten Ackerman from Citadel on AI-fuelled US growth and why 2026 could still prove fragile. Willem le Roux of Sanlam Investments Multi-Manager on whether the…

Lané Klopper, consumer panel services lead at NIQ SA, shares how consumers are adapting to economic pressures in the FMCG sector.