[TOP STORY] Dive into the mind of the market

Schalk Louw from PSG Old Oak unpacks the latest numbers from Lewis, Mr Price and Reunert. Mark Phillips from PPS Investments looks at how disciplined processes help us manage emotional reactions in volatile markets. Simon weighs in on the Nvidia-led AI bubble – how stretched it’s become, and whether investors…

‘I do think that an Nvidia miss in a quarter could honestly send this AI trade tumbling and the entire stock market with it’ – Kieran Witthuhn, Anchor Capital.

Kieran Witthuhn from Anchor unpacks Nvidia’s hotly awaited results released after the US close on Wednesday. Investec’s Tertia Jacobs breaks down October inflation, which hit a thirteen-month high at 3.6%, ahead of today’s MPC call. And Jono Bowling from Standard Bank Group explains their new AI-driven structured product.

Ndivhuho Netshitenzhe from STANLIB expounds on inflation – its measurement, impact, global implications and how it affects South Africans and the economy.

Chantal Marx from FNB Wealth and Investments breaks down Coronation’s numbers, boosted by the Sars victory already baked into the base. Ndivhuho Netshitenzhe of STANLIB Asset Management explains how inflation is measured — and why it rarely matches what we feel in our own pockets. PwC’s Elle-Sarah Rossato unpacks the…