Big swings, big risks: Commodities are volatile

Schalk Louw from PSG Old Oak weighs in on the Woolies update and why commodities are starting to trade like meme stocks – with copper, silver, gold, PGMs and aluminium all running hard. Krishan GoPaul of the World Gold Council unpacks the 2025 gold report, as record highs stack up and ETFs add more than 800 tonnes. Simon reflects on the value of patience, and letting your portfolio naturally rebalance itself