Between Hype and Fear: AI, War & the Hidden Risks in Global Markets

from Kaya 959 · host Gugulethu Mfuphi

Izak Odendaal from Old Mutual Investments unpacks the global economy’s “crosscurrents of war and technology.” From oil price shocks to trillion‑dollar AI capex, rising leverage in tech supply chains, frothy market valuations, and the IMF’s subdued growth outlook — this episode helps investors navigate hype, fear, and everything in between. www.kaya959.co.za · Kaya FM

Episode metadata supplied by the publisher feed · Published Jul 15, 2026

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Between Hype and Fear: AI, War & the Hidden Risks in Global Markets

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