Moneyweb Radio MoneywebNOW

Central Bank buying puts floor on gold price

Loading player...
Nick Kunze of Sanlam Private Wealth unpacks Trump’s latest tariff salvo and why investors disliked Richemont’s update. Keith McLachlan from Element Investment Managers explains how AI hyperscalers are shifting from asset-light models to heavy capital spending. Absa CIB’s Craig Brewer on the gold price finding a floor, and why copper is emerging as the metal of the new age.
19 Jan 12AM English South Africa Business News · Business

Other recent episodes

How Netflix is using AI to save cash

Nick Kunze from Sanlam Private Wealth unpacks the sharp selloff in tech, with the Nasdaq now down more than 8%, while US bank earnings continue to impress. Warren Buhai from STANLIB Asset Management asks whether AI remains a compelling investment opportunity or if it's becoming a growing source of risk…
20 Jul 1AM 21 min

BHP Group enjoying surging copper price

Alyssa Viljoen, MD of Merchant West Investments, unpacks BHP Group's latest update. With copper and iron ore driving the story, is BHP now a stronger investment case than Anglo American? Hlelo Giyose, CIO at First Avenue Investment Management, explains his "flying geese" theory and why emerging market domestic champions are…
17 Jul 1AM 20 min
All episodes