Market Watcher: Seeing red
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Sasfin's David Shapiro takes us through the day's market moves, bitcoin, market trends he's seeing, if he's buying Woolworths, and thoughts on SA equities.
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[FULL SHOW] Valterra results, PIC governance reset, and AI fraud crisis
This evening, we unpack the latest market movements with Otto1890, examine the governance reset at the PIC with Public Interest SA, discuss the implications of fiscal debt traps for long-term investors with Allan Gray, explore the growing AI-driven fraud crisis across Africa with Sumsub, reflect on Valterra Platinum,s record financial…
Market Watcher: Markets focused on profits
David Shapiro of Otto1890 unpacks the AI bubble and tech stocks. He reviews results from Kumba, Valterra Platinum and Rio Tinto, explores how AI spending is boosting commodities, and discusses the shift from luxury vehicles to Chinese brands and EVs.
Can consultants steer the PIC out of the crisis?
Tebogo Khaas – Founder and chair, Public Interest SA
Why South Africa's digital fraud crisis is deepening
Jarryd Jensen – Regional director: Southern Africa, Sumsub
What fiscal debt traps mean for long-term investors
Thalia Petousis – Portfolio manager, Allan Gray