All episodes
China to the Rescue and ZAR Powers Stronger. What's the Target? (#604)
What's an asset light business and why's it a great investment (#603)
AngloPlat has a problem and it's only going to get worse (#602)
Rates coming down next month, which sectors benefit most? (#601)
ETFSA listing an Actively Managed Balanced Foundation ETF, in conversation with Gareth Stobie
It's a bull market, until it isn't & 600 shows WHOOP (#600)
Is there really value in Sasol? (#599)
What really happened in Japan? Are markets safe again? (#598)
JSE delisting; can we spot them in advance and profit? (#597)
The President wants to turn South Africa into a construction site, which stocks benefit? (#596)
Can South Africa do +3% GDP next year? (#595)
100 Days of no load shedding, which stocks benefit the most? (#594)
Trading index futures; ALSI & ALMI (#593)
Can the GNU hold and send markets higher over the next five years? (#592)
Market loving clothing retailers and is Spar finally good for you? (#591)
Two-pot system is here, it's actually three pots and we've everything you need to know (#590)
And now ~ woe is Woolies while Pepkor cleans up in smart phones (#589)
Nvidia juggernaut just keeps on going (#588)
Anglo has a plan to beat BHP Group, is it any good? (#587)
Local small caps; value or value trap? (#586)
Bye-bye rate cuts an Anglo American, hello China
Capitec, great results. Very expensive stock. Sasol just a horror. (#584)
Purple Group Thrives, gold flies (#583)
SARB wants a lower inflation target; how, why & implications?
The looming commodity cliff (#581)
Telcos are horrid investments (#580)
Abenomics worked, Fed not so much (#579)
US CPI hasn't come down in 9 months! (#578)
Shoprite could buy Pick n Pay, but should you buy Shoprite? (#577)
Nikkei highs, Pick n Pay lows, Bitcoin 1million (#576)
Budget 2024 panel with AJM Tax (#575)
Inflation, it ain't over. So what about rates? (#574)
Has Canal+ won already? The answer is yes. (#573)
Simon's stocks for this years Cristal challenge
China in trouble, is it over? Should we be worried? (#571)
Do elections matter for markets? (#570)
Predictions 2024; Marc Ashton, Keith McLachlan & Simon Brown (#569)
JSE winners and losers for 2023 (#568)
Can Transaction Capital and Purple Group reverse their losses? (#567)
Charlie Mungers life lesson - always be learning (#566)
Share buybacks and stock compensation, the bad and the ugly (#565)
Why telcos are a horrid investment (#564
Updating minister Gordhan's portfolio (#563)
Living small, an update
Renergen, now what? (#561)
Old traders, bold traders, but no old and bold traders (#560)
Pick n Pay cheap on almost every metric, but is it a buy?
US 10-year highest yield since 2007 is bad news for almost everybody (#558)
Disney offering serious value (#557)
Richemont gets interesting, Shoprite gets "extraordinary" (#556)
Results-a-rama, we review them all (almost) (#555)
Spur and Calgro M3 both breaking higher (#554)
China in trouble? (#553)
Aspen back? Making deals and looking cheap? (#552)
Understanding central banker speak (#551)
Inflation back in range, now for rate cuts (#550)
The Four Horsemen of Big Tech (hello 1999) (#549)
Two-pot system is confirmed, here all the details (#548)
A watch list of SA Inc stocks (#547)
Bye bye inflation? Rate cuts next? (#546)
Disappearing dividends (#545)
Buy SA Inc (#544)
There goes the Rand (#543)
Purple rights issues, everything you need to know and do (#542)
Data confirms South African consumers are losing purchasing power (#541)
The end of the US$, agan? (#540)
The PGM miner margin squeeze (#539)
Purple Group results, I'm holding (#538)
Reviewing Gordhan's portfolio & time to sell Capitec? (#537)
Current open trading positions, long everything (#536)
Strong Q1 returns (#535)
The problem with dividends - tax (#534)
Transaction Capital, is there value? (#533)
Miss expectations and get slammed (#532)
Load shedding impact revealed by weaker GDP (#531)
City Lodge and the stale bulls (#530)
Budget 2023, the good, the bad and the worrisome (#529)
Smacked in the face by Coronation (#528)
A paradigm shift is happening (#527)
Buying some Coronation
How bad is load shedding hitting profits? (#526)
Shares that profit from load shedding (#525)
Which food retailer offers the best value? (#524)
Predictions 2023
I'm buying Zeda
Oil below $80 for the first time in 2022 (#522)
China zero-covid has failed, now what? (#521)
Locally 2022 has not been all horror (#520)
Keep your crypto coins safe (#519)
When to sell a winning share? (#518)
After the results, are any FAANGs worth buying? (#517)
Go where the money is (#516)
Is it over for construction stocks? (#515)
"The worst is still to come" (#514)
Rampant dollar (#513)
Has inflation peaked? What of interest rates? (#512)
Ten books for traders and investors (#511)
The bear and bull case for investing in Shoprite (#510)
Greylisting, what is it and what if it happens to SA? (#509)
Spur looking good and Sasol dividends (#508)